Our Programs

Finance & Investment Bootcamp

Two-day intensive program covering fundamentals of finance and investing, open to all students and serving as the foundation for our training class.

Portfolio Management

Hands-on investment program where members actively manage simulated portfolios through paper trading, applying valuation techniques learned in workshops.

Industry Speaker Series

Forums and lectures featuring prominent speakers from the finance and investment industries, providing real-world insights and networking opportunities.

Advanced Valuation Workshops

Interactive study groups focused on advanced valuation techniques, market analysis, and financial modeling used in professional investment analysis.

Sector Research Teams

Principals lead sector-focused research efforts, mentoring associates and senior associates in analyzing specific market segments and investment opportunities.

Investment Committee Process

Members participate in formal investment decision-making through our committee structure, from initial research through final portfolio implementation.

Risk Management Training

Comprehensive education in portfolio risk analysis, diversification strategies, and risk mitigation techniques used in professional asset management.

Alumni & Industry Networking

Regular events connecting current members with alumni working in finance, providing mentorship opportunities and career guidance.

Brown Endowment Partnership

Direct collaboration with Brown University's endowment management, providing real-world experience with institutional investment processes.

Program Structure

Our educational program is designed to provide progressive skill development through our hierarchical structure, from Training Class through Partnership Committee. Members advance based on performance, commitment, and demonstrated analytical capabilities.

Training Class Program

Associate Development

Advanced Responsibilities

Partnership with Brown Endowment

All capital raised for investment activities is processed through the Brown University endowment. Members work directly with endowment professionals to understand institutional investment management and contribute to real portfolio decisions under university oversight.

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