University of Miami Category 5 Student Managed Investment Fund

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Application for Spring 2020 - Please submit by noon on Friday December 13th. If you do not hear from us before the first class, then plan to attend the class the first Wednesday evening (Jan 15) at 6:30. The room will be announced later.

First Name *

Last Name *

Email Address *

Phone Number *

Anticipated Graduation Date *

Undergrad or Grad? *

Degree Program? *

If Other Grad or Other, please specify

Undergraduate Major(s) *

GPA *

Undergrads: Your most current overall GPA. Grads: If you are just starting at UM, then your undergrad GPA.

GPA in Major *

Undergrads: Your most current MAJOR GPA. Grads: If you are just starting at UM, then your undergrad GPA in your Major, otherwise, your UM overall grad GPA.

Grads: University where undergrad degree is from

Grads: If you are just starting at UM, then your undergrad GPA in your Major.

Grads: Undergraduate Major

Grads: Your Major as an undergrad.

Number of Semesters Already Enrolled in the Fund *

Investing Experience (Personal or Professional) *

Relevant Work experience: *

(please list any finance related employment or internships you have or have had)

Relevant Extra-curricular experience: *

(please list any other leadership experience you have or have had, especially personal investment experience)

Excel Experience *

Public Speaking Experience *

Relevant CURRENT Semester Coursework: *

(please list all finance related classes you are enrolling in during the semester in which you are applying, or if you are between semesters, list the relevant courses just completed)

Relevant Experience: COMPLETED Coursework: *

(please list all finance related classes you have already completed prior to the semester in which you are applying. Do not include the courses listed in the previous question)

Sector Preference: First Choice *

Sector Preference: Second Choice *

Sector Preference: Third Choice *

Please pick a stock that is currently or was previously a part of the Cat-5 portfolio. Next, write 400-500 words on its potential as a long-term investment. *

List of Firms that have been held at one time or another in the fund.

Portfolio Managers and Associate Managers Section

The following questions are for students who have been in the UM CAT-5 Fund before.
Being a Portfolio Manager or Associate Manager of the Fund is an important responsibility. It takes both dedication and prior experience. Please answer the following short questions if you are applying for either of these positions.
(This section is optional)

What qualifies you as a manager in the Student Fund and why are you interested in this position?

What changes would you like to make to the fund, if any?

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