The Carlson Funds Enterprise (CFE) is designed for students who are interested in pursuing careers in investment management, corporate finance, and investment banking. While we have a strong partnership with the MBA program, not all of our students are on that track. The following benefits may still be of use to you and support your career goals.

Program Curriculum

  • Students in both the Fixed Income Fund and Growth Fund go through an intensive 6-credit, two-semester course in which they help manage a live portfolio from investments made by several area companies. Examples of student involvement in the program include the following:
  • Discussing the economy, the markets and their impact on the portfolio
  • Monitoring the fund's existing holdings
  • Researching asset classes to make buy/sell recommendations according to investment guidelines
  • Presenting portfolio recommendations to the Investment Oversight Committee, a panel of industry professionals and faculty advisors
  • Overseeing all operational aspects of their respective fund, including portfolio management, marketing, client relations, media relations and performance reporting

Visit our Student FAQ page for more information. If you would like to be updated about info sessions and application deadlines, follow us on Facebook, or if you prefer email, please fill out this form.