Speaker: Dr. William Sackley’s Senior Level Portfolio Design and Management Class

UNCW – Cameron School of Business

Meeting date: May 3, 2018 

Presentation: “Update on the student advised portfolio and macroeconomic outlook”

Students in the senior-level Portfolio Design and Management course in the Cameron School of Business manage a real-dollar equity portfolio. The original source of funds was a $1 million grant from the BB&T Foundation. Students must apply to enter during their senior year, and enrollment averages about 15 students per semester. The class employs a top-down approach to portfolio management, where the students first create a macroeconomic forecast for the upcoming 12 months; and then craft forecasts for each industry sector before screening for individual stock ideas. Students present and defend their recommendations in writing and orally to an Advisory Board comprised of local industry professionals and UNCW executive staff. The portfolio has a current value of ~$1.7 million after distributing more than $300,000 since its inception to fund specific programs within the School of Business. Overall, the course offers a valuable blend of theory and application. The experience sells well with prospective employers; and the students are more than ready to enter the financial marketplace after graduation!

 

IRT is an educational forum for the presentation and exchange of financial, economic and business information to assist private investors in the management of their individual financial assets.  IRT is not an “investment club” and speakers are not making sales presentations.  Monthly meetings (9 per year) are held at the Country Club of Landfall.  Lunch is served at noon, followed by the featured speaker and a question-and-answer period ending by 1:30pm. Our presenters, recognized leaders in their respective fields, speak on subjects relevant to the current investment and economic environment.  New members and guests are welcome and encouraged at all meetings.  If you would like to attend, please contact us at roundtable477@gmail.com at least one week before the meeting.

 

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2018 Officers

Chris Riley – President
Beau Cummings – Vice President
Paul Knott – Treasurer
Lang Craighill – Secretary
Bruce McGranahan – Immediate Past President

2018 Governors

Danielle Annechiarico
Leping Beck
Cliff Brock
Jay McClung

Contact Us

Investors Roundtable of Wilmington
PO Box 341
Wrightsville Beach, NC 28480
Roundtable477@gmail.com