Bentley Investment Group Places First at University of Dayton's Student Portfolio Competition
28 Apr 2009
The student-run Bentley Investment Group placed first in the undergraduate division value-style portfolio category at the University of Dayton's ninth annual student portfolio competition. Students were honored at the competition, held in conjunction with the R.I.S.E. (Redefining Investment Strategy Education) IX Global Student Investment Forum, March 26 to 28.
Bentley was among four winners in the undergraduate division. The competition selects winners based on their risk-adjusted performance for calendar year 2008 in various categories for undergraduate and graduate portfolios. The Bentley Investment Group - responsible for managing nearly $500,000 of endowment funds - had an outstanding performance year in a very difficult and challenging market environment, according to the group's president Eric Wald. The equity portfolio is managed solely by students, under the advisement of faculty adviser David Simon. There are more than 100 active members.
R.I.S.E. IX attracted more than 2,600 students, faculty and professionals from 275 colleges and universities from around the world. More than 100 speakers addressed the global economy and investments from a variety of perspectives. Speakers included Richard Fisher, president and CEO of the Federal Reserve Bank of Dallas; Steve Liesman, senior economics reporter at CNBC; and Edward Kerschner of Citigroup/Smith Barney.
BENTLEY UNIVERSITY is a leader in business education. Centered on teaching and research in business and related professions, Bentley blends the breadth and technological strength of a university with the core values and student focus of a close-knit campus. Our undergraduate curriculum combines business study with a strong foundation in the arts and sciences. The McCallum Graduate School emphasizes the impact of technology on business practice, in offerings that include MBA and Master of Science programs, PhD programs in accountancy and in business, and custom executive education programs. Located minutes from Boston in Waltham, Massachusetts, the school enrolls approximately 4,000 full-time undergraduate, 250 adult part-time undergraduate, 1,400 graduate, and 30 doctoral students. Bentley is accredited by the New England Association of Schools and Colleges; AACSB International – The Association to Advance Collegiate Schools of Business; and the European Quality Improvement System (EQUIS), which benchmarks quality in management and business education.
