Conviction is
built, not
borrowed.
A student‑run investment club where undergraduates perform real research and analysis on assets to contribute towards the success of the club.
- Horizon
- 3–5 Yr
- Positions
- 20–30
- Max Weight
- 10%
We do the research the way the industry does research.
Each semester follows a 12-week research process where teams get together to conduct relevant research, build financial models, and develop a thesis towards the stock of a particular company. After the research is compiled, it is pitched in front of an investment committee that votes to approve the buy/sell/hold of the asset.
The point is not to be right about a stock. The point is to learn to build an argument that holds up when someone who knows more than you is trying to break it.
Meet the team.
Faculty Advisors — Dr. Maria Rickling · Dr. Viet Tran
Built by students who
wanted the real thing.
The club exists because its founders went looking for a place to do serious investment work on this campus and could not find one. So they built it.
This club was founded in late 2025 because its founders went looking for a place to do serious investment work and could not find it. This led to the rebranding of the club in Fall 2026.
The philosophy behind this club is that when students are given real responsibility to work as the industry does, they will rise to their responsibility and be best prepared for an excellent career when they graduate.
Research First
Primary sources only — filings, transcripts, investor materials. Unattributed data is grounds for tabling a pitch. Every number in a report traces back to a line in the model.
Defended, Not Presented
Fifteen minutes to present, ten to defend. Members are evaluated on the rigor of the process and the quality of the thesis — not on whether the stock happened to go up.
Original Work
AI may assist with formatting and grammar. Thesis development, investment arguments, and financial modeling are the analyst's own work. That line is not negotiable.
Training materials.
The nine‑week program is open to every member. Work through it on your own schedule — it is the preparation you bring to Recruitment Week, not something you are admitted to.
Applications open during Recruitment Week
Analyst positions are filled by application once a quarter. Begin the nine‑week program first, then apply during the recruiting week below. The form stays open until the deadline on 8 November.
Recruitment Week — 2‑6 November
Recruiting runs once every half semester. Each applicant receives their own case study and is paired with partners for support in reaching a recommendation; the pitch event is where those recommendations are presented, defended, and compared. Spring Q1 and Q2 dates will be posted when they are set.
First information session
An introduction to the club, the portfolio, and what the analyst role asks of you.
Second information session
A repeat of Tuesday’s session for anyone who could not attend.
Social night
An informal evening with the board and current members.
Case studies published
One case study per applicant, issued individually.
Application deadline
The form closes. Late submissions are held for the next quarter.
Partners announced
Applicants are paired. Partners work together toward a recommendation; the case study and the conclusion remain your own.
Case study pitch event
Teams present their results. We are looking at where recommendations diverge, how well you defend a position under question, and how clearly you present it.
Upcoming events.
Nothing on the board yet.
General meetings run every other week and are open to members and non‑members alike. Once the semester calendar is published, it will appear here automatically.
Reach the board.
Questions about membership, the analyst program, or partnering with the club go straight to the executive board.