University of Miami Category 5 Student Managed Investment Fund
Application for Fall 2017
First Name
Your answer
Last Name
Your answer
C-number
Your answer
Email Address
Your answer
Phone Number
Your answer
Anticipated Graduation Date
Undergrad or Grad?
Degree Program?
If Other, please specify
Your answer
Undergrads: Major(s), Grad: career direction
Your answer
GPA
Undergrads: Your most current overall GPA. Grads: If you are just starting at UM, then your undergrad GPA.
Your answer
GPA in Major
Undergrads: Your most current MAJOR GPA. Grads: If you are just starting at UM, then your undergrad GPA in your Major.
Your answer
Grads: University where undergrad degree is from
Grads: If you are just starting at UM, then your undergrad GPA in your Major.
Your answer
Grads: Undergraduate Major
Grads: Your Major as an undergrad.
Your answer
2nd Year Grad Stds - Grades in FIN 641
Undergrads: Your most current MAJOR GPA. Grads: If you are just starting at UM, then your undergrad GPA in your Major.
2nd Year Grad Stds - Grades in FIN 642
Undergrads: Your most current MAJOR GPA. Grads: If you are just starting at UM, then your undergrad GPA in your Major.
Number of Semesters Already Enrolled in the Fund
Financial Modeling Experience
(Maybe using Excel, but NOT merely Excel experience)
Excel Experience
Public Speaking Experience
Sector Preference: First Choice
Sector Preference: Second Choice
Sector Preference: Third Choice
Relevant Experience: Completed Coursework:
(please list all finance related classes you have already completed or will complete prior to the semester for which you are applying)
Your answer
Relevant Current Coursework:
(please list all finance related classes you are enrolling in during the semester for which you are applying)
Your answer
Relevant Work experience:
(please list any finance related employment or internships you have or have had)
Your answer
Relevant Extra-curricular experience:
(please list any other leadership experience you have or have had)
Your answer
Please pick a stock that is currently or was previously a part of the Cat-5 portfolio. Next, write 400-500 words on its potential as a long-term investment.
Your answer
Portfolio Managers and Associate Managers Section
The following questions are for students who have been in the UM CAT-5 Fund before.
Being a Portfolio Manager or Associate Manager of the Fund is an important responsibility. It takes both dedication and prior experience. Please answer the following short questions if you are applying for either of these positions.
(This section is optional)
What qualifies you as a manager in the Student Fund and why are you interested in this position?
Your answer
What changes would you like to make to the fund, if any?
Your answer
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