2018-2019 Students in Money Management | St. Bonaventure University

Email: BonaSimm@gmail.com

Redesigned by Evan Titus (January 2020)

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Students in Money Management

What are we?

St. Bonaventure University Students in Money Management (SIMM) is an experiential learning program in which students manage a real investment portfolio of over $400 thousand. 

What are some perks of joining?

  • Gain experience working with real money 

  • Participate in all aspects of the portfolio management process

  • Network with alumni and other business professionals

  • Opportunities to go on trips to NYC and Chicago

  • The opportunity to take SIMM for credit

What will you learn?

  • Equity Valuation: Participants will understand techniques such as DCF, technical analysis, and multiple valuations to evaluate securities 

  • Equity Research:  Students gain proficiency through the use of the Bloomberg Terminal, and the thinkorswim trading platform.

  • Presentation Skills:  When giving a pitch, students are required to present in front of the entire class, which is made up of 30-40 students every semester. Students in the audience are encouraged to ask questions concerning why the suggested stock is beneficial to the fund.

  • Communication Skills: Every class, students report on performances of current Equity Fund holdings, as well as giving extensive updates during earnings season and through semi-annual reports.

Who can join & how?

Anyone! Not only finance majors but students of all majors are welcome to join, not solely business majors. This helps offer a wide variety of perspectives to the classroom.

 

Visit our GET INVOLVED page to learn more about membership. If you have any other questions, visit our CONTACT page to get in touch with us.

@BonaSIMM

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About US

Learn all about SIMM's mission/goal, history, and students!

Get Involved

Want to join SIMM? Click here to find out the best way to ger started.

Team

Take a look at our team of executives for SIMM.

Our Fund

Take a look inside our current portfolio of securities 

See The Latest Pitches

Follow along with us as our members recommend buying or selling stocks, ETFs, REITS, and other securities. Some include Amazon, Goldman Sachs, Ulta Beauty, Square and more! 

Check out the comprehensive analyses and research that our members do for every pitch that is presented in class

Newsletter

Sign up for our semi-annual newsletter disclosing all important information for our stakeholders!

Staying True To Our Roots

Back in 2009, St. Bonaventure University finance professor and SIMM advisor, Dr. Jim Mahar, talked about what makes Students in Money Management great. 

Fast-forward to over a decade later and these same Franciscan values and lessons are being applied in the classroom today!