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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

Travis Bradford

President

Griffin Haase

Vice President

Tien Zhuen Lee

Treasurer

Patrick Hoffman

Pitch Logistics Co-Chair

Kyle Lindgren

Pitch Logistics Co-Chair

Elise Gerard

Member Relations Chair

Trip Hanley

Marketing Chair

Nick Okon

Career Development Co-Chair

Brennan Flaherty

Career Development Co-Chair

Elena Wallenfang

Recruitment Co-Chair

Taran Katta

Recruitment Co-Chair

Conor McCarthy

Chair, Event Coordinator

Our Blog: CMCnotes

Investment Philosophy Matters When Generating Ideas Read more

Investment Philosophy Matters When Generating Ideas

Summer break is a great time to work on an idea to pitch when classes resume in the Fall. There are many good reasons to spend the time including: 1) practicing what you learned about company analysis and accounting is an excellent way to prepare for your Fall semester classes, 2) developing a narrative around your stock analysis gives you awesome talking points for next summer’s internship or full-time job interviews (they’ll be starting soon and there is no better demonstration of your technical competence and passion for investing than describing a company you’ve analyzed), 3) pitching can be a differentiator if you plan to interview for AEMR or ASAP, UW’s two competitive and limited enrollment applied investments classes, 4) pitching is also the only way you can earn the coveted PA vest and impress all your friends, and, of course, 5) it’s fun!

Finding an idea can seem daunting when you are just starting out, so we want to provide some guidance to help get you going (you can also review the Identifying and idea slides in the Training sessions folder on the CMC OneDrive – access is through the Resource Guide under FOR MEMBERS on the website).

Northwestern Mutual Investment Management Company Read more

Northwestern Mutual Investment Management Company

On the morning of August 9, Northwestern Mutual Investment Management Company will hold its annual Public Investments Internship Information Day, which targets high school students through rising college juniors to spend a half day learning about its business and internship opportunities. This is an excellent opportunity you should explore if you are interested in a career in investing.
How to Read Financial News Read more

How to Read Financial News

The article How to Read Financial News Redux: Process Determines Priorities by Robert J. Martorana in the CFA publication Enterprising Investor – Practical analysis for investment professionals attracted my attention because learning how to consume news is critical for effective analysis. One the greatest challenges for an analyst is to learn how to filter through the noise to identify the important signals that help make good investment decisions.

Trucking Industry Boom Suddenly Turns into a Slump Read more

Trucking Industry Boom Suddenly Turns into a Slump

When analyzing stocks it can be helpful to organize your assessment of the key stock drivers by category: macro economic or political, secular trends, industry, or company specific. As analysts, we add the most value through our analysis of company specific and industry drivers and for some stocks, the industry drivers dominate. Often these industries are capital intensive and operate in cycles that may even be somewhat independent of the broader economic cycle (but not always and rarely completely). In the attached note, McAlidon Research Partners describes key drivers in the trucking industry that will have an out-sized effect on trucking companies. The note includes links to many of the sources of the data used in the analysis and offers a good example of industry analysis.

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