The Eberhardt School of Business offers a two-term class for undergraduate business students called the Eberhardt Student Investment Fund (SIF). Students are selected through a formal application process and have the ability to manage an investment portfolio currently approaching $4 million dollars.
Faculty Advisor, Student Investment Fund
Benjamin Carlston, PhD
Associate Professor of Finance
Email: bcarlston@shorinji-kempo.net
PH: 209.946.2630
Only 2% of business schools worldwide operate a student investment fund. In the Eberhardt SIF, students do research and evaluation, write reports, and make choices regarding where and how to invest the fund's money. This is not a virtual investment or portfolio; this is real money and real investments.
Eberhardt students learn how to thoroughly analyze potential investments using the same financial techniques professional investors use. In addition, students learn the finer points of portfolio management by taking responsibility for individual S&P 500 sectors and analyzing allocations and how they fit within the greater portfolio.
The Eberhardt Student Investment Fund also teaches our students the importance of sharing their success with others. Each year, a percentage of the fund's net assets are distributed back to the University of the Pacific to support the mission and activities of the University. To date, the Eberhardt SIF has returned $1.6 million to the University.
Established in 2007 with a generous $1 million gift from Bank of Stockton CEO, Douglass Eberhardt, the University of the Pacific Student Investment Fund's major goal is to offer dynamic undergraduate and graduate students the opportunity to gain exposure to the world of investing.
From its inception, the Student Investment Fund has outperformed both the Russell Midcap Index benchmark and S&P 500. The fact that students invest real money means their work produces real results, which is a tremendously satisfying and a very unique experience.
Students learn how to thoroughly analyze potential investments using the same financial techniques professional investors use. In addition, students learn the finer points of portfolio management by taking responsibility for individual S&P 500 sectors and analyzing allocations and how they fit within the greater portfolio.
In addition to classwork, members have the opportunity to speak directly with industry professionals and travel to visit financial institutions in the area. Throughout the semester, SIF hosts guest speakers including CFA charter holders, fund managers, and other professionals from both the private and public sectors that provide their valuable personal insight into the investment industry and share their paths to how they got where they are today. Field trips to places such as the Pacific Exchange in San Francisco and to other local student investment organizations expose members to the greater investment community.
Elisa is the CEO of the fund. She is a 4th year studying accounting and is the Financials analyst. She was the REITs analyst the previous semester.
Alex Delgado III is a 4th year Marketing Major. He is Currently a Recruiter for the fund.
I am Mandar Anil Gadre. Currently pursuing master's in finance and Economist of the fund.
Chand Kaur is a 4th year Accounting and Finance Major. She is currently the Technology/Communications analyst and a Recruiter for the fund.
Andre Rodeia is a 4th-year Finance Major. He is currently the Technology and Communications sector analyst and Economist for the fund.
Adam is a senior studying finance. He is the CIO and one of the Industrials analysts. He was the Executive Administrator and Tech analyst in the previous semester
Kai Sullivan is a 4th year Marketing Major. He is currently a Healthcare analyst and the Executive Administrator for the fund.
Jewel Turner is a 4th-year Finance Major. She is currently the fund's Real Estate sector analyst and Social Media manager.
Dyna is a 4th year undergraduate student who is majoring in Finance and Human Resources. He is currently the Consumer Discretionary Analyst and Portfolio Manager for the Student Investment Fund.
