Elon finance students have an opportunity to participate in a variety of student organizations and experiences. Our FMA chapter meets every other week and introduces students to a variety of career paths in finance. The Real Estate Club offers opportunities for students to learn more about an important industry and widely-used software tools, such as ARGUS Enterprise. Women in Finance promotes an inclusive environment, both at Elon and in the workplace. Finally, students in our Business Fellows program have the opportunity to manage a roughly $300,000 portfolio in our student managed fund.

Business Fellows Portfolio Management

Elon students selected to join the Business Fellows program have the opportunity to manage a roughly $300,000 equity portfolio during their senior year. Students take a modern approach to equity management and work as a team in order to manage a portion of Elon’s endowment. We work to understand the decision-making process at an actively-managed, long-only mutual fund. As part of this hands-on experience, we cover topics such as industry and market analysis, free cash flow and relative valuation, quantitative equity strategies and factor investing, performance analysis, and risk management. All investment decisions are discussed as a group and made by the student portfolio managers.

Our core philosophy is to invest in high quality, undervalued companies with strong competitive advantages. The investment horizon of our investments is longer-term (five years and above), but we target stocks that should provide short-term upside in a one-year timeframe. We diversify our holdings among 25 to 40 stocks across various industries. Similar to a traditional equity mutual fund, we do not short-sell, we do not use leverage, and we do not invest in derivative or fixed-income securities. To reduce transactions costs, we only consider liquid securities that trade on U.S. exchanges.

The portfolio class makes extensive use of the technology provided by the William Garrard Reed Finance Center, such as our Bloomberg terminals and FactSet.


Financial Management Association (FMA)

Students are invited Elon’s chapter of the Financial Management Association International, a world-wide organization of finance academics and professionals, in order to learn more about the opportunities available in the finance industry. The FMA meets every other week and students of all years and backgrounds are encouraged to join.

The student-led FMA hosts career panels, software training, and a portfolio management simulation (Phoenix Capital).

Learn more.          FMA Instagram


Real Estate Club

Elon Real Estate Club is a professional student organization that meets several times a month to discuss real estate investments, development, construction, sustainability, and industry trends. In an interactive environment, students have an opportunity to network with successful real estate professionals from around the country. Students also have an opportunity to learn about ARGUS Enterprise Certification.

The Real Estate Club hosted the following speakers: Paul Williams, Director of Development of GEMCAP Development and President of triad chapter for NAIOP; Joseph Scherer, SVP and Eastern Massachusetts Region Manager for Peoples United Bank; Elon alumni Colin Hartley (Cushman & Wakefield, Eastdill Secured) and Rush Blaine (Cousins Properties); Russell Parmele, Jr., VP of Brown Investment Properties; Clay Stober, Executive VP and Partner of Tri Properties Inc.; Stephen Dahlem, VP of The Lundy Group; Kelsey Matson, manager at Dilweg Companies; Peter Bishop, Burlington Economic Development Director; Gerald Whittington, Senior VP for Business, Finance and Technology at Elon University.

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Women in Finance

Elon’s student-led Women in Finance gives students an opportunity to meet with alumni and other prominent women in the financial industry. The organization focuses on how to make finance more inclusive for all individuals, with a particular focus on issues facing women. Recruiters and other professionals utilize this group to connect with women majoring in finance. Women in Finance has brought female CEOs in the finance industry to campus to discuss gender issues with members. The group provides mentorship opportunities among members and alumni to prepare students for careers in the male-driven industry of finance.

Learn more.