The Carlson Funds Enterprise was featured in a recent edition of MBA Podcaster. Listen in as student Lisa Wangchuk talks about stock options at the Funds Enterprise Mentor presentation.
The Carlson Funds Enterprise (CFE) is designed for students who are interested in pursuing careers in investment management, corporate finance, and investment banking.
Program Benefits include:
Visit our Student FAQ page for more information.
Students in both the Fixed Income Fund and Growth Fund go through an intensive ten credit, three-semester course in which they help manage a live portfolio with investments made by several area companies. Examples of student involvement in the program include the following:
Students gain experience by completing comprehensive analyses of firms, their management, strategies, business processes and performance, the industries in which they operate, their competitive positions within those industries, and the attributes of the securities they issue.
Students gain experience by assuming analyst responsibilities for various sectors within the fixed income market, such as Treasuries, Agencies, Mortgage-Backed Securities, Asset-Backed Securities, and Corporates.
Student analysts learn from experienced professionals by being involved in our additional learning opportunities:
|Required for all CFE Students|
Corporate Finance Analysis and Decisions (4 credits)
|Required for all Fixed Income Students|
|FINA 6121||Debt Markets, Interest Rates, and Hedging (2 credits)|
|Required for all Growth Fund Students|
|FINA 6242||Advanced Corporate Financial Statement Analysis (4 credits)|
|Suggested but NOT required courses for CFE Students|
Financial Accounting II (2 credits)*
*ACCT 6100 is an acceptable, equivalent evening course (4 credits)
View printable timeline.