Below is the link to our shared folder containing all of the official buy and sell pitches (starting February 2021) for the UCSB Investment Advisory Committee. We want to showcase the work done by the talented members of our committee so we will update this link as we add new pitches each week. Stay posted! #investment #work #finance #stocks #ucsb https://lnkd.in/gBRhBbC
UCSB Investment Advisory Committee (IAC)
Investment Management
Goleta, California 628 followers
Welcome to the Investment Advisory Committee, the only fully undergraduate-run investment group at UCSB
About us
Welcome to the Investment Advisory Committee (IAC), an undergraduate-run investment committee managing a substantial portion of student body funds on behalf of UCSB’s Associated Students (AS). Members of the IAC conduct investment analysis and contribute to presenting arguments for investment decisions while building skills in Powerpoint, Public Speaking, Teamwork and Finance. Several financial institutions have direct recruiting relationships with the IAC. Our fund has returned 18% annualized since inception (2008) and continues to grow while we update and manage our holdings on a weekly basis.
- Website
-
https://investments.as.ucsb.edu/
External link for UCSB Investment Advisory Committee (IAC)
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Goleta, California
- Type
- Educational
Locations
-
Primary
Get directions
UCSB
Goleta, California 93117, US
Employees at UCSB Investment Advisory Committee (IAC)
-
Vijay Homan
Economics and Data Science Major at UC Santa Barbara
-
Arjun Iyer
Third Year Actuarial Science Student at UCSB
-
Anastasios Pantazis
Student at University of California Santa Barbara
-
Christian Agger-Nielsen
B.A. in Economics and Accounting @ UC Santa Barbara, graduating in 2023.
Updates
-
We’re excited to provide insight into the IAC's investment process by sharing two pitches from last Spring quarter: Topicus, pitched by TMT, and NU Holdings pitched by the Financial Institutions Group. Both stocks have since performed extremely well, returning 20%+ in 5 months. We believe that these pitches demonstrate the quality of work and thoroughness of investment analysis that we strive for in the IAC. Feel free to ask questions and share your thoughts in the comments!
-
We’d like to share that we have commenced the interview process for the next class of incoming analysts – if you missed the application deadline, we strongly encourage you to apply during the next cycle which opens in Spring. We will be meeting tonight (10/9) from 8-9pm in North Hall 1110 for a stock pitch and invite everyone interested to attend – membership is not required!
-
The Investment Advisory Committee is excited to announce the opening of our Fall 2024 application cycle. IAC utilizes its $270,000 assets under management to provide hands-on investment experience to its members while facilitating direct recruiting relationships with several financial institutions. IAC welcomes students of all majors and years to apply. Applications for the Fall 2024 cycle are now open and will close on Wednesday, October 2nd at 11:59pm. Please go to the perspective members page on our website (attached in bio) for further information on the process and our application. IAC will also be hosting its first meeting of the year in North Hall 1110 on Wednesday, October 2nd from 8-9pm, and all (prospective members especially) are welcome to attend.