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. We strive to embed cutting-edge concepts such as artificial intelligence (AI), environmental, social and governance (ESG) and diversity, equity and inclusion (DEI) in our offerings.

Foster an engaged community

• Alpha Challenge, the premier MBA investment management event, attracts 50+ firms and 80+ MBA students from the top 20 business schools for learning and networking. The Alpha Competition, the UNC undergraduate investment pitch competition, spearheaded by Smart Women Securities and the Fixed Income Association attracts talent at the earliest stages of their journey.
• The Alpha Competition, the UNC undergraduate investment pitch competition, spearheaded by Smart Women Securities and the Fixed Income Association attracts talent at the earliest stages of their journey.
• Bi-annual Applied Investment Management (AIM) 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 a unique experiential learning experience.
• 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 country.
• Embed DEI and ESG concepts in partnership with the Ackerman Center for Excellence in Sustainability equip students for an ever-changing environment.