Student-Managed Investment Fund
This limited-seat, admission-based course focuses on actively managing a portfolio of university assets, using fundamental analysis and other methods to develop an investment thesis on public companies. I had the honor of participating in this course for two consecutive semesters.
Below are a few companies I covered during this experience. The presentations are arranged chronologically, with the most recent on the left and the oldest on the right (Delta, Darden, Accenture, and Zoetis). While I’m proud of my work, I acknowledge that the results are not perfect. There’s always room for growth, but I believe every step forward must start with a solid foundation.
Financial Services Association (FSA)
As Marketing Director, I created digital and physical promotional materials to share up-to-date information about the association. Working with fellow executives, we aimed to provide valuable insights into the financial industry through speakers, workshops, and networking events.
Additionally, to further develop the association's leadership and network with like-minded young professionals, the executive team of FSA attended an International Leadership Conference in New York City. Some highlights included hearing from John Tuttle, Vice Chairman at NYSE and President of the NYSE Institute; Sam Stovall, Chief Investment Strategist at CFRA; and Chris Fils, Managing Director at Raymond James.
Colleague Highlights and Material from FSA
Gas Money Services
Gas Money Services connects student contractors with homeowners and businesses to complete various tasks. Its mission is to "help young adults earn money and learn real-world skills in communication, leadership, and accountability." At Gas Money, I had the chance to be my own boss, gaining valuable skills in interpersonal communication, time management, accountability, entrepreneurship, and relationship-building.
Additionally, I’ve witnessed Gas Money grow from a small client base to serving hundreds. It’s been an exciting experience to watch the company’s growth from an insider’s perspective.
Client reviews:
"Always professional, polite, and clean. Always excellent work."- Duane Christensen
"Great work, Alex did a great job. Quick and professional."- David Delong
"Always on time and delivers quality work."- Terry Burtrum