B.I.G. Spring Application

Thank you for taking an interest in the Beach Investment Group at California State University, Long Beach! The Spring/ Fall BIG Program will bear the responsibility for managing over three-quarters of a million dollars on behalf of three non-profit clients - $606,687 on behalf of the 49er Shops (the 49er SMIF Fund), $218,785 on behalf of the CSULB Research Foundation (the Seegers Fund), and $81,295 on behalf of the CFA Society of Orange County (the CFAOC Portfolio). (Note: all portfolio values as of April 17, 2023.)

If you are interested in the BIG Program and are willing to take on the responsibility this entails, please fill out the form below to start the application process:

Use the email you check
Undergraduate or Graduate Student
Please select all courses either currently enrolled or taken in the past :
Please describe any related experiences. For work experiences and internships include your title, length of experience, and a brief description of your duties. Includes work experience, internships, projects, investments, etc.
Boot Camp Commitment
Students interested in participating in BIG are expected to attend three 3-4-hour-long summer Boot Camp sessions designed to immerse students in an environment similar to that of the BIG work and classroom environment. Participants are expected to present their analysis and other results of the assignments that are given to them. Will you be available to attend these summer Boot Camp sessions?
If you will not be able to participate in the Boot Camp sessions, please provide an explanation of why you will not be able to attend. (Note that alternative assignments may be given to those with valid reasons for not attending.)
How did you hear about SMIF?
Academic Commitment
Can you commit to participating in BIG/SMIF for an entire academic year (FIN 499A and 499B for undergrads, or FIN 699A and 699B for graduate students)?
Unofficial Transcripts as File
To complete your submission you will have to email an unofficial Transcript please email this to Director of Beach Investment Group : Peter.Ammermann@csulb.edu (2020)
Applicants Resume as File
To complete your submission you will have to email a personal resume please email this as a PDF format to Director of Beach Investment Group: Peter.Ammermann@csulb.edu (2020)