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Capital Markets Lab

Student-Managed Funds

Whether you’re working with an individual investor or an institution, maximizing returns is an essential business skill, one that’s supported by the ability to effectively understand market trends, perform risk-return analyses, and formulate investment strategies. Managing investment assets on behalf of others is an activity where many of UNC Kenan-Flagler graduates excel, working as analysts, advisors, and fund managers for some of the country’s premier investment banks and hedge funds.

While you’re in the MBA Program, you’ll have numerous opportunities to learn about asset management, both in the classroom and by working directly with several student-managed funds. From UNC Kenan-Flagler’s Capital Markets Lab, which accommodates nearly 50 students at 15 workstations, you can manage equity and fixed-income portfolios, conduct research for assignments, and experiment with risk management and financial modeling concepts.

Learn what it takes to join the UNC-Kenan Flagler Full-Time MBA program

Applied Investment Management (AIM) curriculum

The Applied Investment Management (AIM) curriculum at UNC Kenan-Flagler provides you an opportunity to get hands-on experience managing investment assets. The curriculum consists of 13 student-run funds that manage more than $18 million. Each fund has a distinct alternative investment strategy, providing you an invaluable opportunity to manage investments in your field.

The focus of each fund is to achieve superior returns while providing a unique educational experience. AIM is different from other opportunities because it provides you with a chance to work at all levels of fund management and investment analysis. As a participant, you’ll also get access to job placement and networking opportunities with leading companies and investment professionals.

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Real estate funds

A select group of students operate the KFBSF Real Estate Funds, which provides direct experience operating a private investment fund. Fund managers work closely with the real estate faculty and friends of UNC Kenan-Flagler to identify and evaluate investment opportunities. Once an investment is approved and placed, the student managers monitor, report on, and manage the asset.

Private equity fund

The Kenan-Flagler Private Equity Fund will offer you a unique learning experience. Launched in 2007, this fund has more than $6 million in committed capital under management and was the first student-run fund associated with a top-tier global business school that seeks to provide real returns to its limited partners. Working for the private equity fund, you’ll receive course credit while you manage all aspects of the investment cycle — raising capital, sourcing deals, performing due diligence, making investment decisions, and presenting decisions to the faculty/advisory committees and the board of directors.

“Overall, the Fund allows you to develop the skills to become a well-rounded investor. Not only does it foster investment analysis skills, you are able to develop communication and leadership skills. The Fund is the only place where you are able to foster all three communication strategies that are critical to a successful career in alternative investments. In addition, you are given the opportunity to lead a deal team which is invaluable for any post-MBA career."

William Pitt Full-Time MBA 2020