The Finance and Investment Group was founded in the Fall Semester of 2009 when the Collegiate Finance Organization and Investment Society merged together. The mission of Finance & Investment Group is to present dedicated finance students with career opportunities in the field of finance and to introduce them to professionals in the business community. FIG also wants to increase their awareness of financial markets by providing students with valuable information, either through workshops or our Stock game competition.We have stayed true to our mission for the past 7 years and grown into the largest student organization in the College of Business.
Justin Monaco is a senior at the University of Illinois at Chicago. Majoring in Finance with a concentration in Wealth Management, he has interned for both Merrill Lynch's Global Wealth and Investment Management (GWIM) division & most recently, Rothschild Investment Corporation. After transferring to UIC in 2014, Justin has assisted FIG's growth by serving as an Intern, Marketing Director and now President. His goal is help grow UIC's College of Business' status by leveraging his network to help students link-up with Chicago's leading Business Professional for possible internships and full-time positions.
Bill Gates was asked if he could have any Superpower, what would it be? "The ability to read faster"
Alex Obenauf is a senior at the University of Illinois at Chicago seeking his Bachelor's in Science of Finance. He currently is a Financial Controls Intern at Exelon Corporation and has previously interned at Google and Technomic Inc. Alex has been around since the beginning with PMT. He has helped form the structure and vision for the program to teach UIC students strategies of investing and real world professional skills that they can take into the workforce. Alex's goal is to create a sustainable future for the Portfolio Management Team by paving the structure and discipline that will be needed when the program decides to try to invest real money.
"When you want to succeed as bad as you want to breathe, then you'll be successful" - Eric Thomas
Frank Jarquin is a senior at the University of Illinois at Chicago. He is Majoring in Marketing, with a concentration in Marketing Research, and is Minoring in both International Business and Finance. In the past, Frank interned with Technomic and is now interning with Amazon and Google. He was one of the founding members of the Portfolio Management Team when it began at UIC. Throughout the semesters, he has been a Sector Leader for nearly every sector and has developed a balanced perspective that has helped him teach his teams. Frank's goal is to ensure that all PMT members gain a concrete understanding of how the markets function and how stocks are applicable, useful, and relevant in everyday life.
"A man who has never gone to school may steal from a freight car, but if he has a university education, he may steal the whole railroad." - Theodore Roosevelt
Kevin Siudut is a senior at the University of Illinois at Chicago. He is Majoring in Finance and Accounting as well as Minoring in Business Analytics. During his time at UIC he has worked as a coach for his alma mater CPS high school Taft, as well as an agent for Illinois Protection and Investigation. Kevin also interned at McAdam Financial, Illinois Tool Works, and most recently Magnaflux. His involvement with FIG began by interning with the board. He then took on the role of President, and is now looking forward to creating new connections to benefit FIG for years to come. Kevin's goal is to showcase the entire financial industry to FIG members by connecting them to the professionals that make up the financial industry spectrum.
"Two little mice fell in a bucket of cream. The first mouse quickly gave up and drowned. The second mouse, wouldn't quit. He struggled so hard that eventually he churned that cream into butter and crawled out." - Frank Abagnale Sr.
Adam Tryniszewski is a senior at the University of Illinois at Chicago seeking his Bachelor's of Science in Finance with a minor in Economics. He spent the previous summer as a Wealth Management intern with the Mather Group. During the semester he works as a Building Manager at UIC Student Center East. Adam served as an Intern with FIG where he helped by working as a member of the team that organized the 2016 Beyond a Business Card networking event. Now as treasurer, his main goal is to ensure organization and clarity with regard to FIG's recordkeeping and budget decision making. He wants to ensure that there will be enough funding to allow FIG to organize networking events along with informational seminars.
"It had long since come to my attention that people of accomplishment rarely sat back and let things happen to them. They went out and happened to things." - Leonardo da Vinci
Natalie Fung is a senior majoring in Finance. During the summer of 2016, she interned in the Bank of Montreal. Previously, she had internship in Kovitz Investment Group, AON Hewitt, and the Illinois Department of Commerce. As a secretary of FIG, she hopes to connect more business professionals to network with UIC students, which can provide a platform for students to know more about the real business world.
"Never give up what you want most for what you want today." - Neal A. Maxwell
Vuong Dinh is a senior at the University of Illinois at Chicago and a United States Army Veteran. He served four years in the Army, and one year of deployment in Iraq. After the military, he completed his Associate of Arts at College of DuPage and graduated in August of 2015. Currently, he is a transfer student and is majoring in Finance, with a minor in Business Analytics. After transferring to UIC in 2015, Vuong served as an intern and is currently an Event Coordinator for UIC FIG. As an Event Coordinator, his role is to contribute, plan, organize, execute, and monitor events for the organization. His goal is to help UIC FIG members grow their networks with other professionals by hosting multiple networking events. He also hopes to grow UIC FIG by providing an enjoyable environment.
"The only way to do great work is to love what you do." Steve Jobs
Krista Throntveit is a Senior at the University of Illinois at Chicago. Her major is in Finance with a minor in Data Analytics. After spending many years owning and managing her own as well as other people's companies, she is pursuing a degree in Finance to help boost her own career as well as develop new connections within the UIC network. Her role with FIG started as an intern to the Executive Board and now has taken the role of marketing and recruitment. Her goal is to connect with as many business students as possible so she can to help them make the most of what FIG has to offer as well as expand their network.
"Whatever the mind of man can conceive and believe, it can achieve. Thoughts are things! And powerful things at that, when mixed with definiteness of purpose, and burning desire, can be translated into riches" - Napoleon Hill
Abhinaya Konduru is a senior majoring in Finance and minoring in Mathematics and Computer Science. Abhi was the previous president of FIG and currently serves as the advisor for the student organization. Her goal is to have the organizatio be sustaniable. This summer Abhi interned at Loop Capital. Previously, she intered with Goldman Sachs as a summer analyst. She was a team lead for Google Chicago Community Leaders Program. Aside from FIG, she is also an active member of Alternative Spring Break (ASB) and a frequent blogger for UIC College of Business. She is interested in going into consulting or Venture Capital but she is open to all opportunities. In her spare time she likes to take paint, play badminton, and watch TV.
"If You're Offered a Seat on a Rocket Ship, You Don't Ask What Seat. You Just Get On." - Sheryl Sandberg
PMT is a student-run investment team that will actively manage capital in an effort outperform certain market benchmarks. It was created in an effort to further advance the practical knowledge of UIC Business students through analyzing and investing in financial markets. PMT seeks to educate students through the creation and management of a student fund that will progress the individual and school as employers undoubtedly seek out more practical talent in finance.
PMT will invest in five different sectors: Technology, Consumer Goods (Industrial, Durable, Non-Durable), Healthcare, Financial Services, and Energy (including Alternative, Oil, Gas, and Wind). Each sector will have a dedicated team led by a sector manager and core analysts. Each week, sectors will be responsible for proposing one investment idea. It must be well researched and the presentation will provide measures for entering and exiting all trades complete with risk levels and portfolio benchmark weights and returns.
A portfolio manager will be head of the group. They will take weekly investment proposals to the Finance and Investments group's advisor for final investment approval. They will call on votes for proposals and determines the final recommendations of the group. They can also indicate companies of interest that will lead the group's strategy. This person will be responsible for the group's success and must communicate effectively both to administration and students. They should be quick to identify areas of project management and team dynamics that need improvement and be proactive about resolving those.
Three portfolio analysts will also manage all sector report and performance, helping determine weights of sectors prior to investing and keeping track of risk measures. This is a job made for highly analytical people comfortable with keeping track of many numbers and interested in managerial reporting.
Anyone with a finance, accounting, or IDS major is strongly encouraged to join as this opportunity will advance themselves professionally as well as their own university. However, PMT is looking for candidates that not only exhibit current interest and experience in investing but also possess the passion for learning and advancement that will keep them engaged in developing the fund and its holdings.
Members can expect to spend three hours a week with PMT. One hour of this will be spent in our weekly meetings Wednesday evenings, in which sectors present their weekly stock picks. The other two hours will be spent preparing for weekly all-member meetings. Members will be expected to spend one of these two hours with their sectors preparing presentations and selecting sector picks and another hour spent on individual research. This three hour time commitment is a MINIMUM expectation. Sector leaders may mandate that more time is needed individually each week, and quality work is expected from each analyst and not just portfolio leadership.
If you are interested in joining PMT please attend the infromational meeting at the beginning of the semester. If you have any questions or still interested in joining, please reach out to Frank Jarquin - VP of Investments (email@example.com).