The Investment Club is a student-run organization, currently comprised of about 40 members, that allows interested students the opportunity to manage a real portfolio of stocks, bonds, mutual funds and cash. 
Students in the club serve as investment managers, stock analysts and portfolio analysts, making decisions about how the portfolio is allocated across various types of assets as well as which assets to buy or sell.
The purpose of the club is to provide interested students practical experience in all aspects of the investment management process. The club is open to any student with an interest in finance and investments – current members range from freshman to graduate students and include both U.S. and international students. In addition, club members regularly interact with members of the Cleveland investment community.
The club advisor is Dr. Kevin Jacques, associate professor of finance and a former economist at the U.S. Treasury Department in Washington, D.C.
PORTFOLIO (as of 12/31/07)
Equities: $160,454.86
Fixed Income $ 15,865.20
Cash Equivalents: $ 11,524.16
TOTAL MARKET VALUE $187,844.22
Additional Information:
Officers 2007-2008:
Caleb Jones, President
Elva Coadari, Vice President
Jackie Koch, Secretary
Portfolio Analysts:
Jason O'Rourke
Jeff Stevenson
Adam Heim
Will Skrab
Lead Stock Analysts:
Carmen Busca (Altria)
Arber Sulovari (Citigroup)
Jim Synk (Citadel Broadcasting)
Nick Condon (Disney)
Rob Kozlowski (GE)
Anda Basho (IBM)
Doug Moderick (Kraft)
Kim Burant (Merck)
Steve Dotterer (PPG)
Jake Saul (Pepsico)
Mike McCue (Yum Brands)
Mike Grater (Baron Small Cap Fund)
Katie Beitl (Gabelli Small Cap Growth)
Adnan Awad (UMB Scout International Fund)
Kyle Huston (Vanguard Investment Grade Bond Fund)
275 Eastland Rd.