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.
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
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!