The Collins College of Business is hosting the Investment Portfolio Challenge and leveraging the finance department’s Student Investment Fund and attendant course infrastructure. The course’s faculty adviser, Tally Ferguson, serves as an adjunct instructor of finance at TU. Ferguson is also a senior vice president and director of enterprise risk management at BOK Financial. The Investment Portfolio Challenge grew out of Student Investment Fund, a popular hands-on investing course taught by Ferguson and established in 1997 by Friends of Finance. The Student Investment Fund is among the 25 largest student-managed investment funds in the United States.
“Students who take part in the competition will benefit from close, sustained engagement with core finance concepts of portfolio diversification and fundamental analysis and stock-valuation,” Ferguson said. “It will also be a great opportunity to work as part of a team. Students will be able to share ideas with others whose perspectives and research techniques might be quite different.”
Aleks Rapp, a TU accounting and finance senior, said he hopes “to see great competition and thinking outside the box from a bunch of individuals.” There are six people on Rapp’s team: “They are all highly talented and great individuals to work with, and we’re all super excited to be competing. We’re excited to learn and we like to put work into things we are passionate about.”
One of the team members is Madeline Soukup, a senior double-majoring in economics and finance. “I am in charge of macroeconomic analysis for the team,” she said. “My role is to set the stage for what the equity analysts are going to pay attention to when they are making their decisions, such as any major risks or growth opportunities. It’s my job to identify those.”
“The benefits of this competition for students can’t be underestimated,” Soukup said. Drilling down into the learning benefits, Rapp underscored “the real-world applicable experience of trying to figure out how to put everything together in one portfolio. That’s something I believe employers will be interested in, as is being able to deliver a presentation in front of other people.” Added Soukup: “Being able to demonstrate to employers that you are capable of communicating effectively and that you are effective in the tools of your trade is extremely valuable.”
Indeed, Ferguson’s sights are also set on the business community. By having industry representatives serve as the competition’s judges, he noted, participating students will gain exposure to and networking time with potential employers.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.