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WELCOME TO
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The Capital Management Club
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CMC
University of Wisconsin-Madison's premiere student-run investment club
Office

The CMC

Founded in 2009, the Capital Management Club (CMC) is a student-run investment club at the University of Wisconsin-Madison.

Club members learn about the challenges of investing in stocks by actively researching potential investment ideas and presenting their conclusions to the club. Membership exists in two tiers, with full members (known as portfolio analysts) having completed the rigorous stock pitch and interview process. Successful pitches are purchased in a “real money” portfolio provided to the club by the Hawk Center for Applied Security Analysis. The Club also organizes networking opportunities with investment industry professionals through guest speakers and company visits.. View More

Our Executive Board

Nick Okon

President

Kyle Lindgren

Vice President

Travis Bradford

Treasurer

Cole Hyland

Chair, Pitch Logistics

Conor McCarthy

Chair, Events Coordinator

 

 

Ava (Lige) Nie

Chair, Member Relations

Zach Sapher

Chair, Recruiting

Anna Grote

Chair, Marketing

Our Blog: CMCnotes

Speaker event - Robert W. Baird and Northwestern Mutual Capital Read more

Speaker event - Robert W. Baird and Northwestern Mutual Capital

UW alumni from Robert W. Baird & Co. and Northwestern Mutual Capital will be on campus to discuss their industry, firms, and active employment opportunities. The event will be held in 2120 Grainger on Thursday, September 5th from 6:00 p.m. - 7:00 p.m. followed by a social gathering at the Nitty Gritty.

 

Robert W. Baird & Co. is an employee-owned and privately held investment company headquartered in Milwaukee with over $181 billion in client assets. The speakers will describe their firm and job opportunities in equity capital markets including investment banking, equity research, and institutional sales and trading.

  • Kevin Condon, Equity Research Analyst
  • Michael Pesendorfer, Research Analyst

 

Northwestern Mutual Capital manages more than $6 billion in direct private debt and private equity capital and is an active investor in leveraged buyout, growth equity, and infrastructure transactions. The team consists of over 30 investment professionals with headquarters in Milwaukee.

  • Mike Peterson, Principal

 

If you would like to RSVP in advance, please email Cara Scadden at cara.scadden@wisc.edu. However, please note that this is an open event and you are welcome to attend without an RSVP.

Private Equity Associate Opportunity - Summer 2020 Read more

Private Equity Associate Opportunity - Summer 2020

Passing along a prvate equity investment associate opportunity with the Stephens Group for Summer 2020. The Stephens Group (“SG”) is a private equity firm based in Little Rock, AR targeting investments in industries across the U.S., including industrial and commercial products and services, specialty distribution, B2B food and beverage, consumer products, and technology infrastructure and tech-enabled services. SG is backed by the resources of the Stephens Family. SG targets deploying $150 - $200 million of equity capital each year, which equates to a fund of $800 million to $1 billion.

11 Rules for Equity Valuation Read more

11 Rules for Equity Valuation

Enterprising Investor, a CFA Institute publication had a nice summary of James Valetine’s CFA Institute 2017 Conference presentation: Equity Research and Valuation. Valentine is a former transportation analyst with Morgan Stanley who now runs AnalystSolutions, an equity analyst evaluation and training firm. He is also the author of Best Practices for Equity Research Analysts, an excellent how-to book for aspiring analysts. We assign numerous readings from the book in the Applied Equity Markets Research (AEMR) class and highly recommend it. The author describes Valentine’s 11 rules of thumb when determining equity valuations and setting price targets.

Screening for Ideas Read more

Screening for Ideas

In an earlier post (Investment Philosophy Matters When Generating Ideas) we highlighted that growth and value investors typically look at different things when identifying new ideas. Growth investors tend to focus on growth in sales and earnings, while value investors focus on price relative to something that proxies for the value of the company like assets, earnings, or cash flows. Professional investors generate ideas in many ways, but one common approach is to use screens that filter a large universe of stocks for the ones with characteristics the investors think likely to yield attractive investments - consistent with their philosophy. Factset has a powerful screening tool you can use to identify your own ideas.

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