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ASAP portfolio presentations

ASAP Students Present Portfolios to Alumni

Friday, February 24, 2012

Second-year MBA students in the Hawk Center for Investment Analysis were able to take their applied learning to the next level during the first week of February.

While in the Applied Security Analysis Program (ASAP), students receive over $50 million in funds to manage, which includes fixed-income assets and equities portfolios. Three times a year, they present how they are managing their funds to alumni board members, who in turn provide feedback on the way the funds have been allocated.

This past month also brought a unique opportunity for the second-year students: they were able to present their current portfolios to alumni and friends in both Chicago and Milwaukee. They shared their fund performance, philosophy, and process; the composition of their portfolio; the risk management factors they took into account; and other sample portfolio ideas. Their extensive research on each company’s background, in addition to the sector research they performed, helped them to make the best recommendations possible for the portfolio. After these presentations, the students were able to receive valuable feedback on the current state of their portfolios and obtain advice on where to take them in the future.

The ASAP students’ final presentation will be in May at the Hawk Center, where they will reveal the final results of their portfolio before graduating.