Bloomberg’s in house Experts visit

As a part of AMP speaker series, we invited Bloomberg in house experts Paras Doshi and Peter Sheppard. As the semester is half way through it was good time for the students to know what are the useful functionalities available in Bloomberg that allows students to manage their portfolio. We had an advance level session…

GSMF visit to State Street

Last Friday both graduate and undergraduate student managed funds students visited State Street trading floor. It was a great experience for the students and they were pleased with the visit. We had a briefing session with Nicholas Bonn President of State Street Global Markets, the topics varied from discussion on State Street diverse divisions to his journey…

Allen Hahn’s revist to UMass

Is Investment Management an science to be taught or an art to be learnt? On beautiful Monday evening Student Managed Fund proudly hosted Allen Hahn, Adviser  at ADH for the second time. Allen came back to us with an more interesting presentation and, as SMF promised last time arranged the presentation  in  one of our…

Summer Update !!!

Bloomberg Lab follows library hours Spring Intersession Hours | May 21 – May 30 Monday – Friday    7:30 a.m. – 5:00 p.m. Saturday and Sunday CLOSED Summer Session Hours | May 31 – August 25 Monday – Thursday       7:30 a.m. – 9:30 p.m. Friday 7:30 a.m. – 6:00 p.m. Saturday 9:00…

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…

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…

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…

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…

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…

2015 in review

The WordPress.com stats helper monkeys prepared a 2015 annual report for this blog. Here’s an excerpt: A San Francisco cable car holds 60 people. This blog was viewed about 520 times in 2015. If it were a cable car, it would take about 9 trips to carry that many people. Click here to see the…

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…

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…

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!

SMF featured in the UMass Board of Trustees Report

The GSMF has been featured in the UMass Board of Trustees September report. The article prominently depicts the GSMF trip to the NYSE earlier during the year. September_2015_Board_of_Trustees_Report