Investment Club at USF

We are very happy to release the SIC’s first video! A special thank you to every participant on this project and to our spotlight speaker, Dean Moez Limayem, for his continuous support and dedication to create a better business community at the University of South Florida Muma College of Business. We hope you all enjoy the video, thank you for watching!

From navigating the complexities of finance to securing a prestigious internship with Goldman Sachs, Chad Kennedy is one of IC’s Success Stories. Chad Kennedy's journey began in Fall 2022 when he started as a finance major at the Muma College of Business. Early on, he joined the Investment Club as a general member, eager to attend events, network, and explore the financial ecosystem. With a passion for business, Chad dove deep into reading books like The Intelligent Investor and Value Investing. However, it was private markets that truly captured his interest, with their long-term focus and perceived simplicity compared to public markets. In Spring 2023, Chad joined the Global Investment Research Team of the Investment Club at USF. That same semester, Chad took on a double major in Mathematics, which later proved to be beneficial when applying for roles—banks view STEM majors with a passion for finance as an asset. As he progressed, his networking efforts ramped up significantly. Also, each semester his hard work paid off as he was promoted within IC—from GIR Associate to GIR Analyst, and eventually to Senior Analyst and now to Vice President for the 2024 – 2025 academic year. Recognized for his dedication, Chad was also invited to join IC’s exclusive Recruitment Cohort, the predecessor of the Placement Division. This opportunity opened doors to internships with Tampa firms, leading to an interview and a growth equity internship at Ballast Point Ventures. Chad leveraged this experience to land interviews with a private equity firm, Dubin Clark, where an IC Alumnus worked as an Analyst. Networking with this analyst led to multiple rounds of interviews, ultimately resulting in an offer for a Spring 2024 internship. While interning at Dubin Clark, Chad applied to hundreds of internships, including some with major firms like Goldman Sachs, J.P. Morgan, and more. Despite the fierce competition, he secured countless interviews and made it to four Superdays — three with Goldman Sachs and one with a commodity trading firm in Houston. As a result from two successful Superdays, Chad received offers from GS XIG PE (Goldman Sachs External Investing Group Private Equity) and the Houston trading shop. He will join Goldman Sachs in Summer 2025! #OurSuccessStories #InvestmentClubatUSF #GoldmanSachs

Meet the 2024-2025 Executive Board of the Investment Club at USF! We look forward to an exciting and productive year. #InvestmentClubatUSF #CompoundingSuccessStories

University of South Florida Muma College of Business junior Lan Phan is spending his summer interning at Goldman Sachs in the heart of the world’s financial district in New York City. His involvement with the the Business Honors Program, Real Estate Society at USF, and Investment Club at USF has helped him achieve his goals. Read more: https://bit.ly/4euwX25

The Portfolio Team of the Investment Club at USF announces the reallocation of Deckers Outdoor (NYSE: DECK) and Insteel Industries (NYSE: IIIN) in the IC Fund II paper portfolio (formerly known as the “SIC Fund II”). Following extensive monitoring and diligence on both companies since inception, the team has decided to realize a portion of the outsized returns generated from both companies while strategically reducing the impact of potential risks associated with the two investments on portfolio returns.

Check out our Global Investment Research Team’s latest report and a recap of the past two weeks in the global financial markets. Subscribe for free on BullsConnect to get access to the report first! #CompoundingSuccessStories #USFMuma #GIR

Check out the Wealth Management Division's latest report produced by our Financial Education Team. The Wealth Management Division is divided into two sub-teams: the Financial Planning Team and the Financial Education Team. Subscribe for free on BullsConnect to get access to the report first! Join us in exploring behavioral finance with our personal finance analysts within the Wealth Management Division

What an enlightening evening we had this past Monday at our Speaker Series event! We were thrilled to host John Beacham, the visionary CEO and Founder of Toorak Capital Partners. John took us on an inspiring journey through his successful career, from his beginnings at leading financial institutions like Credit Suisse and Deutsche Bank to starting his own company that has lately opened its office in Tampa! With over $10 billion already mobilized in capital to fund various real estate projects across the U.S. and U.K., John's insights were nothing short of revelatory! He shared valuable wisdom on pursuing excellence and enjoying the journey in our careers, especially in challenging disciplines like real estate and investment. His talk not only illuminated the complexities of the market but also provided practical advice for aspiring professionals eager to make their mark. 🍪🎲Don't miss out on our upcoming event this Monday - “Cookies and Equities”! It’s your perfect chance to relax with board games and build connections within our community. Remember to RSVP to secure your spot. Let's make our last event of the semester a memorable one! See you there!

This week, we had the pleasure of hosting Daniel Mannix, senior portfolio manager at Provise Management Group. Through his over 10 years of experience across different financial markets, Mr. Mannix shared several valuable insights and lessons for those who seek to break into the finance sector. This event has covered topics ranging from technical knowledge about the financial industry to his personal toolkit to succeed as a portfolio manager. Among his viable advice to advance our career, there is one that stands out most: “Find people that are at places that you want to be, then learn from them.“ Next week, we will be hosting John Beacham, CEO and Founder of Toorak Capital Partners, for our event. Make sure to RSVP!

Join us at BSN 225 on Monday, April 15th at 7 PM. We will be hosting John Beacham, CEO and Founder at Toorak Capital Partners. After a successful 20-year career at leading financial institutions like Credit Suisse and Deutsche Bank and as founder of a Blackstone-sponsored single family rental lending platform, John Beacham identified a massive discrepancy between the financing available for homeowners looking to buy housing to live in and the financing available for small businesses looking to buy houses and small apartments needing rehab work. To address this need, he founded Toorak Capital Partners, a leading funding partner for real estate lenders. Toorak has since provided over $10 billion in capital to fund business purpose single family, multifamily and mixed-use bridge and term loans originated by top loan originators in the U.S. and U.K. We will be serving Chick-fil-A meal boxes and drinks.