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Capital Markets Lab

Student-Managed Funds

 

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 students with a unique educational experience. AIM is different from other educational opportunities because it provides you a chance to work at all aspects 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

As a manager of KFBSF Real Estate Funds you would be one of a select group of students getting hands-on experience in operating a private investment fund. The funds’ managers work closely with the real estate faculty and friends of UNC Kenan-Flagler to identify and evaluate investment opportunities for the Real Estate Funds. 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 can provide you a unique learning experience. The student-run fund has more than $6 million of committed capital under management. Launched in 2007, is the first and only student-run fund associated with a top-tier global business school that seeks to provide real returns to its limited partners.

Students 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. They also receive course credit for their involvement.

Capital Markets Lab

UNC Kenan-Flagler’s Capital Markets Lab (CML) provides a real-world setting for students to manage equity and fixed-income portfolios.

The lab holds up to 49 students at 15 workstations and provides an exclusive office for the AIM program. The CML has open access hours for students to conduct research for assignments, term papers, theses and independent studies. The room serves as a networked computer lab for experiments and supports research in areas such as risk management and financial modeling.