This past week we had the great opportunity to head to the University of Oregon for our annual civil war pitch! Two of our exec team members Caleb Hall and Seth Bowman analyzed the Monster Beverage Corp. (MNST) for the competition their report can be seen below!
Investment Group at Oregon State
Financial Services
Corvallis, Oregon 529 followers
We are a student-led asset management organization dedicated to providing experiential learning opportunities.
About us
We are a student-led asset management organization dedicated to providing high-caliber experiential learning opportunities for students. We achieve this by performing in-depth equity research, fundamental valuation techniques, and portfolio management on behalf of Oregon State University's Foundation. Our assets under management of approximately $3.1 million are dispersed between three distinct portfolios: the Large-Cap Portfolio, Global Portfolio, and the D.A. Davidson Competition Portfolio.
- Website
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https://www.investmentgroupatoregonstate.com/
External link for Investment Group at Oregon State
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Corvallis, Oregon
- Type
- Nonprofit
- Founded
- 2007
- Specialties
- Equity Research, Asset Management, Financial Analysis, Portfolio Management, Fundamental Valuation, Economic Analysis, Research, Corporate Finance, Higher Education, Training, and Experiential Learning
Locations
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Primary
2571 SW Jefferson Way
Corvallis, Oregon 97331, US
Employees at Investment Group at Oregon State
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AliReza Kheiri
Financial Analyst
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Pravahlika Chava
Analyst at OSIG | Peer Mentor at Oregon State University | Financial Analytics, MSB| Actively seeking Financial Analyst (Intern) and Business Analyst…
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Josh Candé
Portfolio Manager | Columnist | R programmer | Finance Major | OSU
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Michael Haffner
Teaching Assistant for "Experimental Design for the Industrial Process"
Updates
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Applications are now open for the S24 analyst class! We welcome all driven students with a passion for investing to apply! Apply by scanning the QR code or this link: https://beav.es/cno
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As we near the end of Spring term, we say goodbye to our previous executive team and welcome a new executive board. Please join us in congratulating the outstanding group members who will lead OSIG over the 2024-2025 year: President - Devon Padilla Vice President - Parker Meredith Large-Cap - Junwen Huang Global - Tyler Miller DADCO - Josh Candé Education Chair - Caleb Hall Treasurer - Eric Bonomo Recruitment Chair - Seth Bowman
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Sub-regional round here we come!
Exciting news! 🎉 The Oregon State University undergraduate team emerged victorious in the 2024 CFA Institute Research Challenge! 🏆 Next up, they'll represent CFA Society Portland in the Sub-Regional round this March. If successful, they'll advance to the Americas Semi-final Round in April. Let's cheer them on as they aim for the Global Round in Warsaw, Poland, in May 2024! A big thank you to Ron Farnsworth, CFO of Umpqua Bank, for his invaluable participation in the competition and for briefing the students on the company. 🌟
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Last Friday, four members of OSIG traveled to Portland to compete in the CFA Society Portland regional challenge, pitching a buy on Columbia Banking System (Ticker: COLB). After competing against teams from George Fox University, Pacific University, Portland State University, University of Oregon, University of Portland, Washington State University - Vancouver and Willamette University, we took home first place! The team is excited to be moving on to the next round.
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Applications for our W24 analyst class are now open. All motivated students with a passion for investing are welcome to apply. Complete the form by scanning the QR code or clicking this link: https://lnkd.in/di-jBGvs
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OSIG was fortunate to be back in New York and experience some incredible company visits. A first time in Manhattan for many, members were able to hear about financial careers over a wide variety of specialties, including asset management, corporate finance, investment banking and more. This trip wouldn't have been possible without our generous donors and hosts, including Christopher Glynn, Tyler Wood, Lukas Scheiffarth, Nolan Eggert, James Wu and Lauren Rutkowski. It was a true learn by doing experience. We can't wait for next year!
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OSIG is excited to be heading back to New York this winter! Since OSIG’s inception in 2007, distinguished OSIG members have participated in this annual trip with support from our generous donors and the College of Business. Donor funding toward our $7,000 goal will finance air travel, subway transportation, partial support for meals and hotel costs for the trip. We appreciate any support you may provide and are thankful for the opportunity to continue this tradition. You can donate or find out more about this trip and our group here: https://lnkd.in/gDcgb42
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We are excited to announce that our applications are open for our Fall 2023 analyst class! Information about our group and investment process can be found on our website. Applications will close on Oct 15th at 11:59 PM. Find our application here: https://lnkd.in/gdBUVzY5
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