Terese Kelly Investment Group

This isn’t practice. The money is real. The investors are serious. The decisions are yours.

You are pitching a company to an investment group that is going to decide whether to buy shares for their portfolio.

As you stand in front of the board, looking like the consummate professional in your requisite dark suit, you roll through your analysis: industry factors, revenue growth, direct competition comparison, valuation, key ratios and statistics, growth rates, potential risks and, finally, your recommendation to buy shares at current market price. Your investors grill you on debt-to-equity, competitive landscape and market opportunity, and you field the questions expertly, growing in confidence with each answer.

In the end, you get a unanimous decision from the board to invest. Success! But, really, it’s just a regular day in the life of a student in the Terese Kelly Investment Group.

Graduates who participated in the Terese Kelly Investment Group have garnered roles at top firms, including:

  • Goldman Sachs
  • Deloitte
  • Citi
  • Fitch Rating
  • PwC
  • Bloomberg
  • BlackRock
  • National Fuel

Gain exposure to executive boardroom meetings during exciting off-campus visits to financial capitals of the world, like New York City, Boston and Chicago, and such firms as:

  • Gerstein Fisher
  • Treasury Partners
  • Hutchin Hill Capital
  • Barclays Investment Bank
  • Charles Schwab & Co.
  • Solus Alternative Asset Management
  • Bloomberg
  • Morgan Stanley Wealth Management
  • UBS Financial Services

The fund is structured as an endowment owned by the Department of Finance, so your investment success translates instantaneously into resources available to you, your faculty and your peers.

Contact Us

150 Jacobs Management Center
Buffalo, NY 14260-4000
Tel:  716-645-3204
Contact Admissions

Student Services

203 Alfiero Center
Buffalo, NY 14260-4000
Tel:  716-645-3200

Meet our Staff | News and Events

Terese Kelly

Amazing opportunities for hands-on learning do not happen without the generous support of people like Terese Kelly.

Anytime a candidate is able to step into an interview with real-life experiences, they are at an advantage. Working as part of a real-money investment fund provides practical application to help prepare UB students for a job in financial services. The opportunity that Terese Kelly has provided to business students is outstanding.

Brian McCallion ’01, CPA, CFA. Vice President, Goldman Sachs.