First year MBA students must submit an application preferencing an enterprise choice during the B-Term of the first semester of the program. Second year MBA students may also be interested in taking a third term of an Enterprise class. They are encouraged to apply, even if they have not taken Funds classes before. Click here to apply. All students will be notified of a decision before the end of the fall semester.

It is advised to visit the Carlson Funds Enterprise open house during the fall semester and meet with current students and/or the Enterprise Director in order to gain a full understanding of the CFE and make sure it is the best fit for you. Click here to learn more about CFE information events.

Participation Requirements

All students are expected to actively participate in each class during the term - all portfolio decisions are made in a group setting, and every student analyst needs to come prepared to discuss the markets and the companies being researched. Expect a significant non-classroom workload.

Unlike Carlson’s project-based Enterprise Programs, the CFE is a year round commitment. Students are responsible for portfolio management activities on an ongoing basis, including during breaks. The Financial Markets do not take breaks, and our clients expect and deserve vigilance.

At the same time, we recognize the importance of other activities including internships and global experiences. We know everyone needs to recharge and refresh. That’s why we employ a team-based approach to research and portfolio management. It is each team’s responsibility to ensure that all companies are covered, and that monthly performance reports are produced and distributed. We encourage students to work remotely when needed, and collaborate actively with their teams even when traveling. That’s part of the real-world experience.

All other requirements are covered by the MBA office’s degree requirements.

Ethics in Practice

The Carlson Funds Enterprise embraces the notion that businesses which do well over the long term behave ethically in the short term. While it can be a challenge to draw a straight line from the business’s core values to its long-term performance, we encourage students to explore these topics in a disciplined, thoughtful way. Prior to starting the programs, all students are required to complete CFA Society modules covering these topics.

CFA Modules - Ethics and ESG

All students in the Funds Enterprise are required to complete the CFA Ethics modules and the first ESG Module. These are free to do, and can be done at anytime. Completing them before the class begins is an excellent way to get a head start. Click here to see instructions on how to access these modules, and capture that you have completed them.