About Us

We are devoted to fostering an engaged community and creating a real-world experience for our students, leading to unparalleled career success for our graduates. Each year, we embed cutting-edge concepts in Investment Management. Recently, faculty member Ric Colacito shared the results of his use of AI to analyze 100 years of Wall Street Journal articles to understand macro market trends. Our Projects in Investment Management Experiential-Learning (PRIME) class featured multiple projects in which students assessed and improved large language models for their clients and built their own models to improve investment decisions.

Foster an engaged community

• Alpha Challenge, the premier MBA investment-management event, attracts 70-plus firms and 80-plus MBA students from the top 20 business schools for learning and networking.
• Investment Management for All: Wealth and Women, a dynamic event empowering talent to explore career paths in investment management through hands-on workshops, personalized coaching, and meaningful connections with top firms across the industry.
• IMC Alumni Reunion & Undergraduate Alpha Competition, a two-day event featuring PRIME Presentations, IMC and AIM Board meetings, year-end awards, a community reception, and the annual Undergraduate Alpha Competition.
• Bi-annual IMC Board / IM Action Council meetings and bi-annual Applied Investment Management (AIM) These board meetings and speaker events strengthen our community and bring together alumni and students in Chapel Hill.
• Career Treks provide students a unique look into the life of an investments professional, through company visits and networking events with alumni.
• New student recruitment builds our community by attracting talented students into our graduate and undergraduate programs.

Cultivate an experiential learning environment

• The Fundamental Investment Practicum and Mentorship Program provides a practical introduction to equity and credit analysis with individualized mentoring.
• The student-managed Global Perspectives Fund, through the Applied Investment Management (AIM) course, offers  unique experiential learning experiences.
• The PRIME Program (Projects in Investment Management Experiential-Learning) offers a spring project with academic support.
• The Financial Development Program, taught by Training the Street, provides real world financial modeling basics.
• CFA and CAIA Academic Partnerships deliver certifications critical for success in the industry.

Equip graduates for unparalleled career success

• Student advising, interview preparation and networking guidance enhance employment outcomes.
• Best-in-class employer engagement attracts recruiters from across the U.S.

Click here to hear Executive Director Pramita Saha and Jesús Fernandez (MBA ’25) join the Clear Admit MBA podcast to discuss investment management opportunities at UNC Kenan-Flagler.