For students: Jump-Start Your Career in Finance at UC Berkeley: Online Information Session for Students April 15

Dear students,

If you have a passion for problem-solving , the Berkeley Master of Financial Engineering program wants to talk to you about how we can jump-start your finance career. After completing our one-year program, our students are placed in positions in trading, asset management, portfolio management, risk management and related roles. Join us to learn how we can position you for a career in finance.

Berkeley MFE Information Session

Online session is open to the public. Q&A with alumni, admissions staff, and executive director. Bring your resume for an on-the-spot review of your background.

Date: Tuesday, April 15

Time: 10:00 AM Pacific time



We look forward to meeting you. If you have questions about the Berkeley MFE, please do not hesitate to contact us.

Kind regards,

The Berkeley MFE Admissions Team

+1 (510) 642-4417

Twitter: BerkeleyMFE


Practicum in Portfolio Management: About the Class and How to Apply for the Fall 2014 Semester


Baylor has a student-managed investment fund which is now valued at approximately $6.1 million. Students in the class are directly responsible for managing this equity securities portfolio, while learning the tools and techniques used by professionals to analyze and select individual stocks.

How can you be a part of this? Take the Practicum in Portfolio Management in Fall 2014. The Practicum is a one-semester class offered to Graduate Business Students and to Senior Finance Majors with strong academic records and an interest in investments.

The Class:

Time: Mondays, 5:00-7:30pm
Location: Southwest Securities Financial Markets Center, on the first floor of Cashion Building.
Structure: Designed after the operational format of a funds management firm and built around student participation.

The course primarily consists of market sector teams preparing and presenting to the class detailed reports on stocks in their sector. Every class member is involved in the discussion of each stock. Following the presentation and discussion, the team makes a recommendation on the stocks they presented. The class votes and the decisions of the class are implemented.

For a better understanding of the course, you are welcome to sit through all or part of a class session!


Ø Brian Bruce, with Dr. Bill Reichenstein, co-founded the Practicum in 2001. Brian is the CEO of Hillcrest Asset Management in Dallas. He has over 20 years’ experience as a portfolio manager, including managing over $20 billion as Chief Investment Officer of PanAgora Asset Management, a subsidiary of Putnam Investments.

Ø Brandon Troegle is an analyst and portfolio manager with Hillcrest, focusing on the firm’s securities selection. Before joining Hillcrest, Brandon was an equity analyst at Morningstar. Prior to Morningstar he worked for Luther King Capital Management and Bank of America. Brandon is a CFA charterholder.

How to Apply:

By 4:00pm, Monday, March 24, submit the following documents:
1. Cover letter stating why you wish to take the course
2. Unofficial transcript*

3. Resume

Submit documents to Dr. Bill Reichenstein, Department of Finance, Insurance & Real Estate, HSB 355.

Enrollment is limited to 15 graduate and senior undergraduate students. Applicants will be evaluated by a Finance faculty committee chaired by Dr. Bill Reichenstein, Professor of Finance and Chair of the Board of Trustees of the Investment Fund.

For More Information:

Go to:, or

Contact Dr. Bill Reichenstein at Bill_Reichenstein or by phone at 710-6146

* Note: Applicants must have completed a basic investments course or take it concurrently with the Practicum.

Financial Planning intern opportunity

Financial Planning Intern

Department: Administration

Grade level: 1
Reports To: Practice Leader as assigned An Independent

Registered Investment Advisor


The financial planning intern will assist their assigned planning team with portfolio management and

financial planning database data entry and maintenance, asset allocation construction and general research requested by the team. Additional duties will be assigned as required to meet school curriculum requirements for their internship.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

w Assist advisory teams in the submission of necessary forms to Raymond James in order to open and service client accounts.

w Assist with various elements of portfolio management. To include determining the correct asset classes for all client securities, and updates the Portfolio Software database to reflect these asset classes.

w When assigned, assist in the creation of asset allocation workbooks, update of values, and proposer coding of assets.

w Assist the financial planning teams, as required, in necessary preparation for client meetings. This may range from for retrieving documents to completing asset allocations.

w Review client portfolio statements to ensure transactions and totals have been correctly shown or calculated.

w Provide research on mutual funds, exchange traded funds, stocks and bonds to the financial planning teams.

w Complete spreadsheets that reflect the impact of exercising options.

w Track the flow of transactions in client portfolios.

w Provide administrative backup support, such as CRM data entry, organization of client documents, and scanning, as required by the planning team.


This position has no supervisory responsibilities. The incumbent has the responsibility to coordinate their work with their respective financial planning teams if assigned to support more than one team.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Should be working towards a Degree from four‐year college or university; with a major in

Finance, Financial Planning, Economics or related degree program.

Completed basic personal financial planning course is preferred, but not required.




The ability to effectively communicate verbally and in writing. Possess the ability to understand and follow technical instructions on how to use various types of financial planning software. Should also be able to explain the status of a project and clearly communicate problems.


Strong interpersonal skills.

Self directed, motivated, establishes and maintains relationships well. Strong Windows PC skills, including Microsoft Office applications.

Ability to work with basic mathematical and financial concepts, including fractions, percentages, ratios and time value of money concepts.


The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Normal office environment; no unusual physical demands are identified for this position.


The work environment characteristics described here are representative of those a Team Member encounters while performing the essential functions of this job.

Typical professional office environment.

Foundation Now Accepting Applications for $5,000 Scholarships for 2014-15 Academic Year

February 17, 2014

Dear Insurance Professor or Guidance Professional:

The Derek Hughes/NAPSLO Educational Foundation is now accepting applications for scholarships for the 2014-15 school year from students pursuing insurance or business related studies. The Foundation awarded 14 $5,000 scholarships in 2013 and we expect to award a similar number this year. I hope you will encourage your students to apply for the scholarships.

Qualifications can be found in the Foundation section of the NAPSLO website ( In general, students must be enrolled, or accepted for enrollment, in an undergraduate or postgraduate degree program, majoring in Accounting, Actuarial Science, Business, Economics, Finance, Insurance, Management, Marketing, Mathematics, Risk Management, or Statistics. Students also must have and maintain a GPA of 3.0 or above and be enrolled in at least 12 credit hours each semester. Financial need is considered in awarding scholarships. Previous recipients are eligible to reapply.

To be considered for the scholarships, students must submit:
• Completed application and personal statement of career objectives
• Two letters of recommendation
• Official academic transcript

The deadline to submit all materials is June 1 and additional information and application materials are available online.

The Foundation was founded in 1991 to help provide educational opportunities to people in the industry and also to those pursuing insurance studies. With the establishment of the scholarship program, the Foundation has expanded its efforts to help those interested in pursuing insurance studies. The scholarship program also compliments other efforts, including NAPSLO’s summer internship program, which I’m sure you are familiar, and the Associate in Surplus Lines Insurance (ASLI) designation program, which offers advanced education about this segment of the industry.

If you have any questions regarding the program, please call the Foundation at 816.741.3910.



Joseph D. Timmons, ASLI, CPCU

200 N.E. 54th • Suite 200 • Kansas City, MO 64118 • Telephone 816.741.3910 • Fax 816.741.5409


Gamma Iota Sigma Interest Meeting: January 23 at 5 p.m. in Cashion 305

Gamma Iota Sigma (GIS) is a professional and international risk management, insurance, and actuarial science fraternity that is open to all business and math students. We offer multiple scholarship opportunities, certification reimbursements, meetings with recruiters offering internship and job opportunities, and reimbursed professional trips. The first interest meeting will be this Thursday in Cashion 305 at 5 p.m. and will discuss membership and what the next semester will look like for Gamma Iota Sigma. For more information, contact the GIS president David Giraldi at

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