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.
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.
