
History
Capital Management Club was formed in 2009 by undergraduates at the University with a passion for investing. The original group included 30 hard-working business students that collectively managed a long-short limited partnership. Members performed rigorous industry and company analysis in presenting ideas to the Club's portfolio managers.
In 2014, the Club was re-organized in association with the Business School's Hawk Center for Applied Investment Analysis to broaden participation and shift the focus primarily from portfolio management and market analysis to security analysis and issue selection, which better aligns with the interest of members. The Club regularly meets to review member investment pitches. Pitches receiving a favorable vote from at least 60% of members are purchased in a real-money portfolio sponsored by Hawk Center.
The initial portfolio donation from the Hawk Center of $100,000 has since grown to an over $230,000 real world equity portfolio. The students are grateful for the initial donation and have learned from executing transactions and watching the results over time. The "Portfolio Analyst" designation is awarded to students actively participating in Club activities after they have demonstrated competence in security analysis and successfully completed a pitch to the group. Associate membership is open to any student interested in investing. All members receive access to and training in using the Factset Research service and gain additional exposure to Bloomberg.
Diversity, Equity, and Inclusion
The Capital Management Club is committed to creating and supporting an environment made up of members from all backgrounds. Diversity and inclusion helps foster a high level of innovation and achievement, and we value the unique ways each person’s identity, culture, and background can help serve to better our organization and our community.
As a business organization, we recognize that the business field as a whole needs to make improvements regarding DEI. The Capital Management Club is a part of that, but we promise to commit ourselves to making this club one where people of all identities are accepted. By working together to implement new initiatives, we will continue to achieve excellence, while building an environment that is welcoming and inclusive for all.
Portfolio Analysts
Kiran Jacob- kajacob2@wisc.edu
Expected Graduation: Spring 2024
Davis Barthen - dbarthen@wisc.edu
Expected Graduation: Spring 2024
Akul Athmaram - athmaram@wisc.edu
Expected Graduation: Spring 2024
Maz Anwar - manwar3@wisc.edu
Expected Graduation: Spring 2024
Ryan Burnett - rdburnett@wisc.edu
Expected Graduation: Spring 2024
Alex Buchholz - anbuchholz@wisc.edu
Expected Graduation: Spring 2024
Jake Rivard - jrivard2@wisc.edu
Expected Graduation: Spring 2025
Logan Rehwinkel - lrehwinkel@wisc.edu
Expected Graduation: Spring 2025
Sam Stelling - sjstelling@wisc.edu
Expected Graduation: Spring 2025
Thomas Graeb - graeb@wisc.edu
Expected Graduation: Spring 2025
Will Kiser - wkiser@wisc.edu
Expected Graduation: Spring 2025
Tanner Bence - tbence@wisc.edu
Expected Graduation: Spring 2025
Jeffery Hecht - jrhecht@wisc.edu
Expected Graduation: Spring 2025
Jack Stell - jstell@wisc.edu
Expected Graduation: Spring 2025
Andrew Meuler - andrew.meuler@wisc.edu
Expected Graduation: Spring 2026
Ethan Shefchik - eshefchik@wisc.edu
Expected Graduation: Spring 2026
Alex Ariker - aariker@wisc.edu
Expected Graduation: Spring 2026
Thomas Dupont - tcdupont@wisc.edu
Expected Graduation: Spring 2026
Colin Pieroth - cpieroth@wisc.edu
Expected Graduation: Spring 2026
Sawyer Sullivan - smsullivan7@wisc.edu
Expected Graduation: Spring 2024
Alex Guggisberg - aguggisberg@wisc.edu
Expected Graduation: Spring 2024
Jake Schefchik - jwshefchik@wisc.edu
Expected Graduation: Spring 2024
Olivia Barfnecht - barfnecht@wisc.edu
Expected Graduation: Spring 2024
Nick Byrnes - nsbyrnes@wisc.edu
Expected Graduation: Spring 2024
Finn Williams - fdwilliams2@wisc.edu
Expected Graduation: Spring 2024
Jonathan Gary - jxgary@wisc.edu
Expected Graduation: Spring 2025
Michael Kinzfogl - mkinzfogl@wisc.edu
Expected Graduation: Spring 2025
Sam Fischer - sdfischer2@wisc.edu
Expected Graduation: Spring 2025
Stefania Lawrence - smlawrence4@wisc.edu
Expected Graduation: Spring 2025
Jacob Hoertdoerfer - jhoertdoerfe@wisc.edu
Expected Graduation: Spring 2025
Tyler Chapman - tschampan@wisc.edu
Expected Graduation: Spring 2025
Caden Piefer - c.piefer@wisc.edu
Expected Graduation: Spring 2025
Matthew Shapiro - msshapiro3@wisc.edu
Expected Graduation: Spring 2025
Spencer Callaway - scallaway@wisc.edu
Expected Graduation: Spring 2025
Liam Gerard - liam.gerard@wisc.edu
Expected Graduation: Spring 2026
Colin Foley - cmfoley@wisc.edu
Expected Graduation: Spring 2026
Adam Dolan - acdolan@wisc.edu
Expected Graduation: Spring 2026
Charlie Wheeler - cmwheeler2@wisc.edu
Expected Graduation: Spring 2026
M&A Coordinator
Resume Book
Faculty Advisor

Greg Edwards
Co-Director of the Hawk Center for Investment Analysis
3547 Grainger Hall