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 6 years and grown into the largest student organization in the College of Business.
Kevin Siudut is a senior double majoring in Finance and Accounting and will graduate Spring 2016. His goal for the Finance and Investment Group is to expand membership and continue to provide the excellent networking opportunities FIG has provided to its members in the past. He joined the Business Scholars Program before his senior year both to benefit from the program, and act as a liaison for the younger members through his connection as president of FIG. He is currently interning at McAdam Financially Advanced where, upon graduation, he may move into a financial advisor role. He enjoys playing basketball and researching stocks in his free time.
Azucena Acosta is the Vice-President of Corporate Relations for the Finance and Investment Group(FIG). She is pursuing a Finance degree and a possible minor in Management Information Systems. At UIC she is part of the inaugural cohort of the Business Scholars Program and a member of the President's Award Program. Azucena is interning at the Illinois Hispanic Chamber of Commerce working under the Business Development Center. She is interested in Investment Management but is open to other opportunities. In her spare time, Azucena enjoys traveling, volunteering, and dancing.
Abhinaya Konduru is a junior majoring in Finance and minoring in Mathematics and Computer Science. Abhi was the previous president of FIG and this year she will be VP of investment. Her goal is to have PMT up and running by the end of next year. This summer Abhi interned at Goldman Sachs as a summer analyst. She is 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 Investment Management field but she is open to all opportunities. In her spare time she likes to take paint, play badminton, and watch TV.
Marek Kowal is a senior in his third year with FIG. He previously assumed the roles of stock game manager and the alumni relations manager. He is studying finance with a minor in business analytics. This summer he worked as a data analyst intern for First National Assets. Apart from finance, he is involved in UIC athletics. He runs for the men's track and field team specializing in the 800 meter run. Some of his interests are sports, music and classic literature. Upon graduation he hopes to secure a career in wealth management.
Justin Monaco is a junior at the University of Illinois at Chicago where he is majoring in Finance with a concentration in Wealth Management. His interest in finance began during the summer of 2014, when he had the opportunity to Intern for Merrill Lynch's Global Wealth & Investment Management firm. For 5 months, he worked alongside a strong advisory team that mentored me by installing their core beliefs of why they are passionate for what they do. This is why he is striving to become one of Chicago's must most reliable financial advisor.
Marek Zietek is a Junior majoring in Finance and minoring in Business Analytic's. He is the group's stock game manager. By participating in FIG, he and his peers will network with other professionals to get to the next level. In the past, Marek has organized concerts with over 450 attendees in a number of different venues. He also trades stocks on the side and has experience with management in the auto body industry. He is trained in the documentation of invoices and estimates. Apart from FIG, Marek enjoys skateboarding and boxing. The freedom and creativity of these two sports is what catches his interest. The same can be said about Finance and Investments.
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.