May 3 , 2021
In the winter of 2020, our team placed 2nd in the Annual CFAOC RFP Competition! This earned CSULB BIG the right to manage the 2nd largest of the CFAOC SMIF Portfolios for the 2021 calendar year. As part of the process to achieve this accomplishment, our team constructed a 50-page Request for Proposal document, submitted a 15-minute recorded presentation, and participated in a live Q&A session with members of the CFA Society Orange County (CFAOC) board.
April 10 , 2021
CSULB Student Managed Investment Fund - Dr. Peter A. Ammermann, Directorpeter.firstname.lastname@example.org Monday April 19th 7pm - 9:45 pm 1 Year Program (Course Credits) Real Experience Networking and Job Opportunities.
March 27 , 2020
The deadline to apply for BIG will end Friday, May 31st, at 5:00 p.m
February 18 , 2020
CSULB Student Managed Investment Fund - Had an open house if you still need information about the team please contact us. Managed over 750K in Real Money 2020 1 Year Program (Course Credits) Real Experience Networking and Job Opportunities.
December 10 , 2019
We are incredibly proud of the Beach Investment Group after earning 2nd Place at the CFAOC Request for Proposal competition! Our BIG presenting team: Ryan Scanlon - Intro & Portfolio Conclusion Jose Rendon - Economic Outlook George Balderas - Fixed Income Eric Beaumont - Momentum/ETFs Curtis Ashton - Value Overview