Investment Group
Investment Group
Investing with Gaels – Unlocking Potential, One Investment at a Time.
ABOUT
The Saint Mary's College Investment Group is a student-run organization, that manages the Investment Fund; a privately fundraised, highly diversified $220,000+ investment portfolio. The Investment Group is open to Saint Mary's College students of all academic backgrounds. Typical activities of the Investment Group includes student reports on potential investments, technical valuation projects on various securities, discussions of the managed portfolio, guest speakers, and preparation for the CFA Institute Research Challenge in the spring. Founded on the ideals of improving financial literacy, the student body will have an opportunity to learn first-hand about managing investments in a responsible way. Upon collaboration, the Group will privately invest in publicly traded stocks of companies deemed to advocate and practice responsible business.
MISSION STATEMENT
The Saint Mary's College Investment Group was founded on the principle that every student, irrespective of their major, should have the opportunity to enhance their financial literacy by gaining firsthand knowledge about the financial markets and learning how to make responsible investments.
STAY CONNECTED WITH US
Email: investmentclub@stmarys-ca.edu
Text: @smceinve to 81010 and receive meeting alerts via Remind.
Investment Group Spotlight
CFA INSTITUTE RESEARCH CHALLENGE
The CFA (Chartered Financial Analyst) Institute Research Challenge is a great opportunity for our students to engage in the rigor of conducting investment research, as a group, while competing with students on a global stage. Students are tested on their analytical, valuation, report writing, and presentation skills while gaining real-world experience as they assume the role of a research analyst.
Investment Group Leadership
Oluwatobi Babs-Ajayi
President and Portfolio Manager
Major: Finance
Minor: Data Science
Academic Year: Senior
I joined Investment Group. . .
Nicole Chang
Director of Operations
Minor: East Asian Studies
Academic Year: Sophomore
I joined Investment Group. . .
because growing up, I always heard people discuss investing and the market, but never knew what it actually meant. I wanted to learn the fundamentals to strengthen my financial responsibility and money management in a real world application. Providing an environment for students to learn about investing alongside peers and professionals is important to cultivating financial literacy.
Chyna Galloso
Executive Support Advisor
Major: Finance
Academic Year: Senior
I joined Investment Group. . .
Fuad Khorsheed
Executive Support Advisor
Major: Finance
Academic Year: Senior
I joined Investment Group. . .
because I wanted to be surrounded by individuals who were like minded regarding their future goals. I came to realize that young people who invest are quite well versed in many worldly topics. Additionally, it was a great way to make lasting friendships as a transfer student.
Calling All Bulls & Bears
Join Investment Group
We are looking for young bright minds with a passion and drive to learn more about investing.
Join Now