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 all tracks of the Funds Enterprise go through an intensive 6-credit, two-semester course in which the gain hands on experience with the management and marketing of a live portfolio from investments made by several area companies.

  • Examples of student involvement in the Fixed Income or Equity tracks 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
  • Examples of student involvement in the Sales and Client Service track include the following (pending MFAC approval):
    • Evaluate existing performance and act as our clients' advocate in considering investment opportunities and portfolio management decisions
    • Manage the business operations of the fund
    • Act as the primary point of contact for the funds' clients
    • Develop strategy informed by market trends
    • Incorporate ESG (Environmental, Social and Governance) riks and opportunities into investment strategy

Visit our Student FAQ page for more information. If you would like to be updated about info sessions, visit our events page.