Carlson School of Management

Participant Frequently Asked Questions

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How do the students interact with the portfolios?

Students accepted into the funds are required to follow and research a bond/stock over the course of 6 months. After 6 months, they pitch their bond/stock to their mentors for approval. If approved, the bond/stock is added into the portfolio. On a weekly basis, students meet to discuss buying and trading opportunities that surround their holdings. Aside from these presentations and meetings, students also carry out administrative functions throughout the year such as year-end accounting, portfolio summaries and monthly client statements.

What is expected of CFE Participants?
Your time contribution as a participant is solely dependent on the amount of involvement you'd like to have. Most of our participants serve on either our advisory board or as one of the fund mentors. Other participants volunteer to be guest speakers during class or hold recruiting events for the students. Each year, you will be invited to attend the Annual Client Meeting but your attendance is strictly optional.
How does the CFE handle client confidentiality?

We take confidentiality extremely seriously and our students are taught the importance of non-disclosure with regard to what they can and cannot communicate. As finance professionals, they learn how to handle confidential documents and how to dispose of the documents.

Can anyone become a participant?

No. The Funds Enterprise has specific requirements for new participants that want to join the Fund. If you are interested in contributing to the fund, please contact the Program Director for more details.

How frequently do I meet with the students?

As a participant, you will typically meet with the students once in the fall during the client roadshow, where students come to your office to present an overview of the portfolio, and once in the Spring for the Client Review Meeting. However, the most successfull students are those that have strong mentor relationships and multiple client interactions. Participants give students an opportunity to network with individuals outside of the university and are able to give the analysts first-hand information about what is expected in their line of work.

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