Capital Management Club Goals​​​
1
Help club members learn more about the challenges of investing in stocks by actively researching potential investment ideas and presenting their conclusions to the club.
2
Facilitate networking opportunities with investment industry professionals through guest speakers, company visits, and other professional interactions.
3
Help prepare members to successfully network, apply, and interview for opportunities with the Hawk Center such as AEMR and ASAP, as well as other internships and full-time positions in high finance through our Career Development Program.
4
Create opportunities for students to get more familiar with investment industry research services like Factset and Bloomberg.
5
Serve as a connection point for students to industry job opportunities.
6
Provide social opportunities for members to get to know one another.
Turning involvement into engagement...
Associate Members
After dues are paid, Associate Members are...
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Eligible to attend weekly club meetings: alternating General Meetings and Training Sessions
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Eligible to attend all professional and social events
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Provided access to club resources and a FactSet license (a financial data research platform) to be utilized in CMC training sessions
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Added to the email list where they will receive notifications of relevant job opportunities
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Provided with the opportunity to form a team of 3-5 people and pitch a stock under the guidance of a Portfolio Analyst in our Associate Member Pitch Competition for a cash prize of $100, $50, and $25 per teammate
Portfolio Analysts
After an Associate Member has participated in the Associate Member Pitch Competition, they are eligible to sign up for a solo pitch. Those who have completed a high-quality solo pitch are invited to interview to become a PA. If accepted, PAs...
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Have all benefits of Associate membership
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Are highest priority for participation in optional events
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Can use designation "Portfolio Analyst" on resume
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Have the ability to vote on stock pitches
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Mentor Associate Members throughout the completion of their group pitch
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Have relevant leadership and investment experience to speak to in interviews
Career Development Program
Open to BOTH Associate Members and Portfolio Analysts, members will be invited to join the Career Development Program. This program...
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Is geared towards freshman and sophomores (but open to all!)
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Teaches you the steps you need to take to land an internship or full-time offer in high finance
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Shows you a strategy that will maximize your chances of success regardless of desired "path" within finance
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Prepares you for opportunities available through the Hawk Center for Investment Analysis, like the Applied Equity Market Research (AEMR) and Applied Security and Analysis (ASAP) programs
Joining and the Application Process
What we're up to...
On February 17th, CMC's CFA Research Challenge team won the Milwaukee Chapter of the CFA Research Challenge, analyzing and writing an investment research report on Johnson Outdoors (JOUT). The team’s presentation also received top marks. The members of the winning team include CMC members Meerah Thompson, Charlie Forbes, Terjuan Short and Matt Wadhwa. The team will next compete in the regional round of the challenge on March 31st.
