“The Perfect Pitch”- Andrew Uerkwitz presentation to SMF, proud alumni of UMass

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Andrew Uerkwitz

 Executive Director and Senior Analyst, Oppenheimer & co.Inc.

Emerging Services and Technology companies at Oppenheimer & Co. Inc. He initially focused on the emerging Israeli technology companies before broadening his coverage to emerging technology and service companies. Prior to joining Oppenheimer & Co. Inc., Mr. Uerkwitz worked in equity research at Ardour Capital and also in investment banking at Deutsche Bank. He started his career in various finance and accounting positions at Lannett Company and Lordi Consulting. Mr. Uerkwitz holds a B.S. in management and accounting from the University of Massachusetts in Boston and an MBA from the NYU Stern School of Business.

The seminar begun with stock pitches by SMF students, followed with Q&A and comments from Andrew as well as the audience. Additionally Andrew pitched on GoPro Inc. performance, followed by how to design pitch based on a target audience. Finally, event was concluded by thanking our guest with a small token of appreciation.

Attached some Pictures from the event.



GSMF finally gets the Bell Ringing

Sandeep Gummadi Middle in second Row

GSMf is happy to share the news “one of us has been part of something big!! cheers to Sandy”. Sandeep Gummadi was part of the GSMF class Fall 2015 and member of  Spring 2016 GSMF executive committee.

Sandeep Gummadi recently joined Blackrock and iShares at NYSE to ring the closing bell on the eve of Earth’s Day. The bell ringing group comprised of Carol Boykin, representative of the Secretary-General of the United Nations, Deborah Winshel , MD & Global Head of BlackRock Impact Investing, and Daniel Gamba, MD and Head of Americas iShares Institutional Business. The bell-ringing event marked the support for environmental protection from the investor community, and highlighted the significance and need for Impact Investing.

Join us to make a difference!!!

Paul Herman at UMass Boston

Monday, April 4, 2016, 5:00 p.m.

Integrated Sciences Complex, 3rd Floor, Room 3300

Paul Herman, CEO HIP Investor Inc. presents: 

“Optimizing portfolio for value creation and future risk mitigation”

Paul Herman, CEO of HIP Investor Inc., will be at UMass Boston on Monday, April 4th to talk to the GSMF and SMF students about optimizing portfolio for value creation and future risk mitigation.

Paul Herman was trained in finance at the Wharton School of the University of Pennsylvania. His multi-sector experience includes consulting to top Fortune 500 firms at McKinsey & Company and CSC Index; creating and entrepreneuring the first online permission-based debit-card system for teens, kids, and parents; and financing entrepreneurs delivering human impact and profit while serving as an investment strategist for eBay founder Pierre Omidyar’s impact investing firm. Herman also advised business entrepreneurs on how to donate to—and invest in—social entrepreneurs, while at Ashoka.org.

Herman created the HIP (Human Impact + Profit) methodology as the foundation for a new way of investing producing both good and profit. In growing HIP Investor Inc. since its incorporation in 2006, Herman and his team have evaluated more than 4,500 companies and 9000 muni bonds, examining the relationship between shareholder returns and human impact. Herman pioneered “The HIP Scorecard,SM”, published in Fast Company magazine, to rate and rank companies in multiple industries.
A comprehensive analysis of the 100 largest U.S.-based companies by Herman and his team has led to the launch of the HIP 100 investment index and portfolio.

HIP’s portfolios for clients—serving individual, family, foundation and institutional investors—seek to make bigger profits by building a better world. Herman is a sought-after speaker for conferences, a guest lecturer at universities, and often serves as a media source. He has been quoted in the Wall Street Journal, BusinessWeek, Forbes, and has appeared on CNN’s Crossfire.
Herman has also advised leading companies, including Walmart, NIKE, Cisco, and Charles Schwab on strategic sustainability, how to measure it and how it drives business value.Herman is an advisor and lifetime member of Net Impact, the association for business people and students seeking to use the power of business for good



Rajiv Mallick’s Presentation for the GSMF

Rajiv Mallick, senior Risk Manager at APG Asset Management US Inc. has presented his analysis on “Risk Management: Applied Quantitative Techniques” to the GSMF and SMF students on Monday, March 28th.

Dr. Mallick leads APG quantitative risk initiative, that his geared to provide a greater transparency and sensitivity to capital market factors. Previously he has been in risk management roles to create risk platforms for a pension fund, and expanded risk capabilities exploiting fund transparency in a hedge fund and a wealth management. His research interests and publications highlight the use of econometric modeling of financial issues.

Some pictures of the event are attached below.

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New additions to the Bloomberg Lab

The Bloomberg Lab is being updated, and the renovations are almost complete. The room now has four additional monitors and a ticker screen! The four screens will be used to display the GSMF and the SMF portfolio holdings and performance.



Additionally, a new high definition monitor has been placed at the top of the stairs on the third floor of the Healey Library, just in front of the IT desk, to provide an introduction and some information about the UMass Boston Bloomberg Lab and the GSMF class.


The final steps in the renovation process will be the installation of a big flat screen monitor to be used for presentations and lectures, and a big white board. Stay tuned!



Christopher Probyn Presentation For the GSMF

Dr. Christopher Probyn is currently the Chief Economist at State Street Global Advisors in Boston. In this role Chris is primarily responsible for forecasting and analyzing economic events in the world’s major economies, and for evaluating their impacts on financial markets. Chris regularly briefs fixed-income and equity portfolio managers, as well as other corporate personnel on economic matters.

Previously, Chris was a Director, and Senior Economist at UBS in New York City. Dr. Probyn obtained his BA at Heriot-Watt University, Edinburgh, his MA from the University of Manchester, and his Ph.D. from the London School of Economics.

His presentation to students began with briefing, how his regular day is like. Second, he explained what business weak cycles and bad trends are, how to recognize and analyze their effects on market. Additionally, he spoke about the changes in paradigm and how we need to change our macroeconomic analysis which are based on older paradigms. Finally, he concluded by describing to students with some examples how an economist should be innovative in seeing bad or good trend and shared some advises on choosing career path.

Managing Director and Chief Economist, State Street Global Advisors, Inc.

Christopher Probyn Informational Interview with Executive Committee of GSMF and UGSMF

Managing Director and Chief Economist, State Street Global Advisors,Inc.
Christopher Probyn Prestentation on Weak cycles and Bad trends to Finance Students

Trip to the Chartroom of the Fidelity Boston Headquarters

GSMF and USMF students were invited by Patrick Torbert of Fidelity to take a tour of the Boston Headquarters of the company. Additionally, they were introduced to some tips on Technical Analysis, and they were able to visit the Fidelity Chartroom.

The GSMF team would like to take this opportunity to thank Patrick for his help, availability and precious insights on the work of a technical analyst!

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Allen Hahn’s Presentation at UMass Boston

Allen Hahn, Portfolio Manager at ADH Advisors, has delivered an interesting presentation on Equity Valuation and the relationship between Fundamental and Technical Analysis for the UMass Graduate Student Managed Fun and Undergraduate Student Managed Fund Students. Mr. Hahn also talked about his own experience as a Fundamental and Technical Analysts, CFA and CMT certifications. Finally, he advised students on Finance careers moves and paths.IMG_20160229_173356 IMG_20160229_173628 IMG_20160229_173644 IMG_20160229_173739 IMG_20160229_174216 IMG_20160229_174236 IMG_20160229_174316 IMG_20160229_174344

GSMF and UGSMF at the Bloomberg Headquarters

The UMass Boston Graduate and Undergraduate Student Managed Funds will be visiting the Bloomberg Headquarters in NYC tomorrow.  The classes will be able to learn about the type and breadth of Bloomberg clients. Additionally, the students will attend a presentation by equity specialists focusing on typical buy-side strategy workflow using Bloomberg’s Factor Tester, Back testing and Portfolio tools to construct and analyze a strategy.

Pictures are coming soon!


UMass President Meehan meets the UMass Boston GSMF

The President of the UMass system, Martin Meehan, met with the UMass Boston Graduate Student Managed Fund yesterday evening. Our leaders extraordinaires, Chris Reece and Kevin Perniciaro, delivered a presentation in which they explained the purpose of the GSMF, the tasks that the class accomplished, and their personal stories.

President Meehan’s meeting with the GSMF class is featured prominently in the following Boston Globe article:


Awesome job, Chris and Kevin!

From Disruption to Collaboration: Innovation in Fintech

Pictures from the November 2nd event organized by UMass Boston and the VDC at UMass Boston, featuring the CEO of State Street Joseph Hooley, the CEO of Putnam Investments Robert Reynolds, the CEO of Quantopian John Fawcett and the CEO of Covrd Vivek Gupta have been published on the GMSF Facebook page. Check them out!

Paul Herman, CEO of HIP Investor Inc. is joining the UMass GSMF on Monday, October 5th

“Optimizing Portfolios for Value Creation

and Future Risk Mitigation”

R. Raul Herman

CEO, HIP Investor Inc.

Monday, October 5

5:306:45 pm

Campus Center, 3545

R. Paul Herman created the HIP (Human Impact + Profit) methodology for investors and companies worldwide to realize how quantifiable sustainability can drive financial performance. Herman and the HIP team advise investors, manage HIP investment strategies and rate portfolios with 13,500 HIP Ratings — all applying “The HIP Scorecard” featured in his 2010 book, “The HIP Investor; Make Bigger Profits by Building a Better World”. Herman’s work has been featured in leading outlets like the Wall Street Journal, New York Times and Bloomberg Business Week.