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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
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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

Charlie Forbes

President

Evan Salentine

Vice President

Sheldon Deng

Treasurer

Griffin Haase

Pitch Logistics Co-Chair

Elena Wallenfang

Pitch Logistics Co-Chair

Umer Sohail

Member Relations Chair

 

 

Taran Katta

Marketing Chair

Travis Bradford

Career Development Co-Chair

Brennan Flaherty

Career Development Co-Chair

Chris Duffy

Recruitment Chair

Kevin Wenzel

Event Chair

Our Blog: CMCnotes

Wall Street Prep Read more

Wall Street Prep

Hello CMC members,

I hope you are enjoying your summer break so far. As you know, classes will resume on Wednesday, September 2nd (the Wednesday BEFORE Labor Day weekend this year).  For the past few years the Hawk Center has sponsored a financial modeling seminar prior to the start of classes. This year Wall Street Prep will hold a Financial Statement Modeling and Valuation boot camp on Thursday, Aug. 27th and Friday, Aug. 28st in Grainger.  At this point, this boot camp is planned to be offered virtually (this may change as we get closer to the date, but at this point it will be fully virtual.)

Details of what is being offered are described on the attachment. You’ll notice that for the $199 cost you receive a package of benefits at an over 75% discount vs. their current corporate training fees.  In addition to the knowledge you can gain regarding financial statement analysis and valuation, the boot camp involves an Excel shortcut primer that is incredibly useful.  WSP can also be a solid add to your resume and something you can talk about in future interviews.  NOTE – if you are admitted to AEMR or ASAP, you are already registered for the seminar.    

If you are serious about investing, finance, and accounting you should consider attending (ACCOUNTING 100 is a prerequisite for the seminar). The seminar has the potential to help make you a more efficient and professional financial analyst and will better prepare you to interview for jobs in the investments industry.   

If you are interested in attending, follow the registration link on the attachment and please send me an email letting me know. Thanks!

Greg Edwards
Co-Director - Hawk Center for Investment Analysis
Wisconsin School of Business
3547 Grainger Hall
975 University Ave | Madison, WI 53706
P: +1 608-354-4640

Corporate Credit Covenants & Documentation Read more

Corporate Credit Covenants & Documentation

Betsi Hill, corporate bond expert and Co-Director of the Hawk Center for Investment Analysis, recently held an online tutorial on understanding bond covenants and documentation. Understanding the importance of covenants in analyzing corporate bonds will be a significant differentiator for you relative to other undergraduates not only if you pursue a career in corporate credit research, but also if you are interviewing for an equity research role. A solid understanding of the capital structure will make you a better analyst.

CMC news Read more

CMC news

Greetings Capital Management Club (CMC) alumni. The coronavirus pandemic, UW's move to remote learning, and incredibly volatile markets presented unique challenges to members during the 2019-2020 academic year. By moving regular meetings and training sessions online with Zoom, the executive board maintained the momentum built in the Fall semester and the club ended the year with a record number of Portfolio Analysts. The Capital Management Club News & Notes (volume 2) below highlights club activities during the year.

Thesis Statements and Valuation Read more

Thesis Statements and Valuation

We recorded the slides for the investment thesis and valuation training session so you can watch in advance of the meeting on Tuesday. You can watch the presentation here – slides used are attached. There are additional valuation readings in the Research Readings folder on the website here.

Tuesday night we’ll start with a high-level discussion of key concepts and any questions you have. Then, two portfolio analysts will demonstrate stock pitches to give you a clear understanding of what we’re looking for at the Associate Member Pitch Day on April 21st. As a reminder, the current teams are here.

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