BEACH INVESTMENT GROUP: AY YEARLY INITIAL APPLICATION
The deadline to apply for BIG will end Friday, May 31, at 5:00 p.m (always confirm this date with the faculty)
Thank you for your interest in becoming a member of the Beach Investment Group (BIG) for the EACH academic year. BIG oversees the management of CSULB’s student-managed investment portfolios, and the students who are accepted into BIG are tasked with the responsibility for managing over three-quarters of a million dollars on behalf of three non-profit clients -- $533,765 on behalf of the 49er Shops (the 49er SMIF Fund), $161,390 on behalf of the CSULB Research Foundation (the Seegers Fund), and $72,427 on behalf of the CFA Society of Orange County (the CFAOC SMIF Portfolio). (Note: all portfolio values are as of December 31, 2019.)
Given the magnitude of this responsibility, it is important to have the best and most qualified students possible to participate in this Program. Thus, the application process for possible participation in the BIG Program is a selective one. Filling out and submitting the application below is the first step in this process. Subsequent steps include participation in a series of BIG summer boot-camp sessions (or completion of alternative assignments, as necessary) and then participation in a final interview. The purpose of this Initial Application Form is to assist Dr. Ammermann in organizing the information of students who are interested in proceeding through the rest of the BIG application process before the final participants are selected for the BIG program.
- Fill out the initial Application (here)
- Attend Summer Boot camps sessions
- Final Interview