GUSIF
Encyclopedia
Georgetown University Student Investment Fund (GUSIF) is a business/investing/finance organization at Georgetown University
. GUSIF seeks to teach investment strategies and educate its members via presentations, competitions and discussions.
GUSIF’s membership is currently open to any undergraduate student at Georgetown University
. In addition to GUSIF's primary goal of educating members on the fundamentals of investing, GUSIF strives to offer members the following:
GUSIF's investment management strategy has led GUSIF's portfolio to consistently outperform major benchmark averages every year since its inception. GUSIF’s financial success has allowed the organization to host numerous corporate and business presentations, including notable guests such as Peter Weinberg
, former CEO of Goldman Sachs International and co-founder of Perella Weinberg Partners; Prudential Financial CEO John Strangfeld
, who was the firm's CIO at the time of his meeting with GUSIF; and, CNBC's Jim Cramer who taped Mad Money
live from Georgetown's campus in 2006. Other achievements include the first annual Georgetown Stock Pitch Conference, in which twelve teams competed for a grand prize of eight hundred dollars.
The Fund is broken into the following industries: Industrials & Materials, Healthcare, Financials, Retail & Media, Energy & Utilities, Technology and Telecommunications, and Special Situations. Each industry is led by a Portfolio Manager and includes Vice Presidents, Associates, and Analysts.
Members learn not only how to analyze market sectors and securities, but also learn how to effectively present their ideas to others. Each week industries pitch their best investment ideas, after their trade rational is presented to the club, members vote to whether the said security should be added to the portfolio.
Current 2009-2010 Member Class Standing
Current 2009-2010 Member School of Enrollment
75% McDonough School of Business
7% Walsh School of Foreign Service
14% College of Arts & Sciences
4% School of Nursing & Health Studies
Georgetown Stock Pitch Competition
Georgetown University Stock Pitch
Georgetown Economic Forum
, it is an organization open to students from all disciplines across campus.
D. Matt Hallisey, Barclays Capital
Investment Bank
Danny Arnouk, BlackRock
Sunder Jambunathan, Deutsche Bank
Group
Jory Caulkins, Bain Capital
Nick Azrack, The Baupost Group
Richard Matsui, McKinsey & Company
Michael Schlembach, J.P. Morgan Securities
Matt Scovotti, Trilantic Capital Partners
Matt Burke, Morgan Stanley Smith Barney
Adam August, Morgan Stanley Investment Management
Andrew Kirby, Rothschild
Eugene Goldberg, Perella Weinberg Partners
Howard Chang, JMP Securities
Joe Johnson, Wells Fargo
Marin Lolic, Morgan Stanley Investment Management
Cole Magrath, Credit Suisse
Investment Bank
David Meisner, Credit Suisse Investment Bank
Ted Kallergis, UBS Investment Bank
Stephen Vather, Sagent Advisors
Mariya Vaksman, J.P. Morgan Private Banking
Brian Harbour, J.P. Morgan Treasury & Securities Services
Alexander Munoz, J.P. Morgan Private Banking
Ryan Ochs, RBC Capital Markets
Eric Hart, Macquarie Bank
William Y. Wang, BMO Capital Markets
Georgetown University
Georgetown University is a private, Jesuit, research university whose main campus is in the Georgetown neighborhood of Washington, D.C. Founded in 1789, it is the oldest Catholic university in the United States...
. GUSIF seeks to teach investment strategies and educate its members via presentations, competitions and discussions.
History
Georgetown University Student Investment Fund (GUSIF) was founded in 1997 by Georgetown undergraduate students with the objective of educating members through interactive portfolio management. From 1997-2010, GUSIF’s assets under management grew to approximately $370,000, with the portfolio primarily consisting of equity and fixed income securities. The Fund started with an initial investment of $100,000 from Georgetown University in 1997, an additional $100,000 from the Alumni Association in 2000, and an anonymous donation of $100,000 in 2007 to create a real estate portfolio, which invests in real estate investment trusts.GUSIF’s membership is currently open to any undergraduate student at Georgetown University
Georgetown University
Georgetown University is a private, Jesuit, research university whose main campus is in the Georgetown neighborhood of Washington, D.C. Founded in 1789, it is the oldest Catholic university in the United States...
. In addition to GUSIF's primary goal of educating members on the fundamentals of investing, GUSIF strives to offer members the following:
- First-hand investing experience and an organization through which to discuss ideas
- General understanding of the economic and financial markets
- Communication skills through financial presentations and stock pitches
- Analytical skills through investment analysts
- An opportunity to build leadership skills through fund management
- Networks in the professional world for internship and job opportunities
GUSIF's investment management strategy has led GUSIF's portfolio to consistently outperform major benchmark averages every year since its inception. GUSIF’s financial success has allowed the organization to host numerous corporate and business presentations, including notable guests such as Peter Weinberg
Peter Weinberg
Peter A. Weinberg is an Anglo-American businessman.Weinberg was educated at Claremont McKenna College, California, and received his MBA from Harvard in 1983.In January 2006, Weinberg announced his intention to join takeover specialist Joseph R...
, former CEO of Goldman Sachs International and co-founder of Perella Weinberg Partners; Prudential Financial CEO John Strangfeld
John Strangfeld
John R. Strangfeld is an American businessman. He is the current Chairman, Chief Executive Officer, and President of Prudential Financial. He has been with Prudential since July 1977, serving in various management positions, including the executive in charge of Prudential's Global Asset Management...
, who was the firm's CIO at the time of his meeting with GUSIF; and, CNBC's Jim Cramer who taped Mad Money
Mad Money
Mad Money is an American finance television program hosted by Jim Cramer that began airing on CNBC on March 14, 2005. Its main focus is investment and speculation, particularly in publicly traded stocks...
live from Georgetown's campus in 2006. Other achievements include the first annual Georgetown Stock Pitch Conference, in which twelve teams competed for a grand prize of eight hundred dollars.
About
The Georgetown University Student Investment Fund offers members a unique, real world investing experience through education and hands-on portfolio management. An important goal of GUSIF is to educate members about investing and strengthen their knowledge of financial markets. During the fall semester, members of the executive board present to the club lectures ranging from the fundamentals of equity investing to resume workshops. Intertwined in these lectures are discussions of current events to provide members a better understanding of current economic conditions.The Fund is broken into the following industries: Industrials & Materials, Healthcare, Financials, Retail & Media, Energy & Utilities, Technology and Telecommunications, and Special Situations. Each industry is led by a Portfolio Manager and includes Vice Presidents, Associates, and Analysts.
Members learn not only how to analyze market sectors and securities, but also learn how to effectively present their ideas to others. Each week industries pitch their best investment ideas, after their trade rational is presented to the club, members vote to whether the said security should be added to the portfolio.
Current 2009-2010 Member Class Standing
| Freshman | Sophomore | Junior | Senior |
|---|---|---|---|
| 35% | 40% | 20% | 5% |
Current 2009-2010 Member School of Enrollment
75% McDonough School of Business
7% Walsh School of Foreign Service
14% College of Arts & Sciences
4% School of Nursing & Health Studies
Events
GUSIF Day Trading SimulationGeorgetown Stock Pitch Competition
Georgetown University Stock Pitch
Georgetown Economic Forum
GUSIF and Georgetown University
While GUSIF is closely affiliated with the McDonough School of BusinessMcDonough School of Business
The McDonough School of Business is one of the four undergraduate and one of the five graduate schools of Georgetown University in Washington, D.C...
, it is an organization open to students from all disciplines across campus.
Distinguished Alumni
Dawn Scheirer, Perella Weinberg PartnersPerella Weinberg Partners
Perella Weinberg Partners L.P. is an independent, privately owned, global financial services firm providing corporate advisory and asset management services to clients around the world. Launched in 2006 by Joseph R. Perella, Peter Weinberg, Terry Meguid and several other partners from prominent...
D. Matt Hallisey, Barclays Capital
Barclays Capital
Barclays Capital is a global British investment bank. It is the investment banking division of Barclays plc which has a balance sheet of over £1.2 trillion . Barclays Capital provides financing and risk management services to large companies, institutions and government clients. It is a primary...
Investment Bank
Danny Arnouk, BlackRock
Sunder Jambunathan, Deutsche Bank
Deutsche Bank
Deutsche Bank AG is a global financial service company with its headquarters in Frankfurt, Germany. It employs more than 100,000 people in over 70 countries, and has a large presence in Europe, the Americas, Asia Pacific and the emerging markets...
Group
Jory Caulkins, Bain Capital
Bain Capital
Bain Capital LLC is a Boston-based private equity firm founded in 1984 by partners from the consulting firm Bain & Company. Originally conceived as an early-stage, growth-oriented investment fund, Bain Capital today manages approximately $65 billion in assets, and its strategies include private...
Nick Azrack, The Baupost Group
Richard Matsui, McKinsey & Company
McKinsey & Company
McKinsey & Company, Inc. is a global management consulting firm that focuses on solving issues of concern to senior management. McKinsey serves as an adviser to many businesses, governments, and institutions...
Michael Schlembach, J.P. Morgan Securities
Matt Scovotti, Trilantic Capital Partners
Trilantic Capital Partners
Trilantic Capital Partners is a private equity investment firm focused on leveraged buyout and growth capital investments in middle-market companies across a range of industries in the US and Europe. The firm was formerly known as Lehman Brothers Merchant Banking , the buyout arm of Lehman Brothers...
Matt Burke, Morgan Stanley Smith Barney
Adam August, Morgan Stanley Investment Management
Andrew Kirby, Rothschild
Eugene Goldberg, Perella Weinberg Partners
Howard Chang, JMP Securities
Joe Johnson, Wells Fargo
Wells Fargo
Wells Fargo & Company is an American multinational diversified financial services company with operations around the world. Wells Fargo is the fourth largest bank in the U.S. by assets and the largest bank by market capitalization. Wells Fargo is the second largest bank in deposits, home...
Marin Lolic, Morgan Stanley Investment Management
Cole Magrath, Credit Suisse
Credit Suisse
The Credit Suisse Group AG is a Swiss multinational financial services company headquartered in Zurich, with more than 250 branches in Switzerland and operations in more than 50 countries.-History:...
Investment Bank
David Meisner, Credit Suisse Investment Bank
Ted Kallergis, UBS Investment Bank
Stephen Vather, Sagent Advisors
Sagent Advisors
Sagent Advisors is an independent investment bank specializing in mergers & acquisitions advisory services. The firm focuses on transactions in the several core industry sectors: consumer & retail, energy & power, financial institutions & managed care, industrial, media & telecommunications,...
Mariya Vaksman, J.P. Morgan Private Banking
Brian Harbour, J.P. Morgan Treasury & Securities Services
Alexander Munoz, J.P. Morgan Private Banking
Ryan Ochs, RBC Capital Markets
RBC Capital Markets
RBC Capital Markets is a Canadian investment bank with assets of $711 billion. It is part of the Royal Bank of Canada and has one of the highest credit ratings in the world by Moody's and Standard & Poor's.,According to Bloomberg, RBCCM is consistently ranked among the top 20 global investment...
Eric Hart, Macquarie Bank
William Y. Wang, BMO Capital Markets
BMO Capital Markets
BMO Capital Markets is a North American financial services provider that offers corporate, institutional and government clients access to a complete range of products and services...