Any UW-Madison student can become an Associate Member of the Capital Management Club.

The club meets Tuesdays from 5:30-7pm in Grainger Hall starting the second Tuesday of each semester. The meetings alternate weekly starting with General Meetings and alternating with Training Sessions. Career Development Program meetings are held on Thursdays bi-weekly for four weeks starting the same week as the first training sessions. Additional meetings are on an ad hoc basis to accomodate guest speaker schedules.

Membership costs $25 per semester, payable to the club Treasurer by the second week of each new semester or within two weeks of joining the club. Membership dues are the same regarless of your level of involvement (Associate Member/Portfolio Analyst/Career Development Program).

To join as an Assocaite Member, please follow the instructions at the bottom of this page. Namely, pay dues and navigate to the Log In/Sign Up page to fill out the registration form and create a website account. Wait for approval to be added to the email list and granted access to our memebers only pages where you can find our club calendar, pitches, and additional resources.

Portfolio Analyst designation is awarded to Associate Members after completion of the CMC training program (typically five training sessions), participation in the Associate Member Pitch Competition, the completion of at least one solo pitch, and a successful interview with the club leadership that demonstrates an understanding of key investing concepts and the components of a successful pitch. We encourage everyone to take the next steps to getting involved. Please reach out to Matthew Shapiro (msshapiro@wisc.edu) our Pitch Logistics chair for questions about pitching.

All members are welcomed and encouraged to attend the Career Development Program meetings. If you are a current CMC member interested in attending, please fill out the interest form located as a dropdown under "Current Members". These meetings are in addition to the regular weekly club programming.

Typically taken in your junior or senior year, AEMR is an investment-focused class designed to teach students many of the practical skills necessary to research, analyze, and pitch equity securities as long investments and/ or short sales. The curriculum is delivered in modules related to specific steps in the analytical process with each module led by one of three investment professionals. Areas of emphasis include business model assessment, key stock driver analysis, financial statement modeling and forecasting, field research, stock valuation, and articulating an investment thesis. Applications for this class can be located here and open January 25th, closing February 15th.

The Applied Security Analysis Program is designed for UW–Madison undergraduates and adds a fifth year of study for business and economics students. Upon completion of this program, you graduate with both a BBA degree in finance and a Master of Science degree in finance, investment, and banking. The program also helps equip you to take the Chartered Financial Analyst (CFA) Level I exam after your senior year and the CFA Level II exam following graduation. The program has an outstanding track record, with 100 percent of students placed in internships and 100 percent accepting job offers within three months of graduation. Applications for this class can be located here and open January 25th, closing February 15th.