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...

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Associate Members

After dues are paid, Associate Members are...

  • Eligible to attend weekly club meetings: alternating General Meetings and Training Sessions

  • Eligible to attend all professional and social events 

  • Provided access to club resources and a FactSet license (a financial data research platform) to be utilized in CMC training sessions

  • Added to the email list where they will receive notifications of relevant job opportunities

  • 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...

  • Have all benefits of Associate membership 

  • Are highest priority for participation in optional events

  • Can use designation "Portfolio Analyst" on resume

  • Have the ability to vote on stock pitches

  • Mentor Associate Members throughout the completion of their group pitch

  • 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...

  • Is geared towards freshman and sophomores (but open to all!)

  • Teaches you the steps you need to take to land an internship or full-time offer in high finance 

  • Shows you a strategy that will maximize your chances of success regardless of desired "path" within finance

  • 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.

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On February 18th and 19th, four of our members represented CMC at the University of Texas at Austin for this stock pitch competition featuring teams from top institutions across the nation.
 
"In preparation for this event, my team leaned heavily on the knowledge we gained through training sessions taught by our faculty advisor, Greg Edwards. We were also able to lean on our connections with upperclassman in the club for advice. More than anything, without CMC, we would not have had this great opportunity to gain exposure to national competitions, and build functional and meaningful relationships with students and judges from across the nation."
- Jake Rivard

2022 Texas Stock Pitch Competition

Logan Rehwinkel, Jake Rivard,
Michael Tiffany, Sam Fischer

How to Join:

All members of CMC get access to a Factset license as part of their club membership.  This platform and research service is used in the CMC training sessions and is provided from Hawk Center funding for the purpose of student learning. Please follow the instructions below to pay dues and sign up for the club.
Reminder: Dues are $20 per semester and include your Factset license


1. Venmo $20 to @CMCBoard or bring cash/check to our Treasurer Sam Stelling at one of the first club meetings. Note: If you need financial assistance, please reach out to our Treasurer directly at sjstelling@wisc.edu

2. Click the Log In/Sign Up button in the top right-hand corner. Where it says "New to this site?" click "Sign up" fill out the required information and wait for approval. You will get an email confirmation when you are approved.