The Roland George Investments Program
Participants in the Roland George Investments Program develop and manage a $6 million portfolio, establishing investment goals, criteria, and policy adjustments. They conduct research using tools like Bloomberg, simulating the operations of an investment management firm.
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Why The Roland George Investments Program at Stetson University?
You're looking at one of the top 20 Student Managed Investment Funds (SMIFs) in the nation based on assets under management. With a 40-year legacy, our program stands out as a leader in the field. RGIP represents the ultimate learning experience for students aspiring to enter the investment industry.
In RGIP, you'll encounter the real-world challenges of managing multiple portfolio strategies and conducting in-depth securities research. What truly distinguishes this program is its student-centered approach. Here, you take the reins: students form the investment committee, hold leadership roles, set the direction, and make critical decisions.
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"I can personally say that my experience in the program has been the pinnacle of my career at Stetson University, and I’m confident I will regard as a cornerstone of my career."
Ethan Hammett, '20 RGIP graduate, research analyst for FinTech
"The main thing is the friends and all the people that have your back, that feels amazing to have during your four years here with the faculty and the staff. "
Alonso Tang ’24 Accounting and Finance
Career Outcomes
Overall employment of financial analysts is projected to grow 9 percent from 2021 to 2031, faster than the average for all occupations. About 32,000 openings for financial analysts are projected each year, on average, over the decade. The median salary for students majoring in finance is consistently in the top 10. For the RGIP program specifically, we have a near-perfect record for post-graduation employment or students seeking advanced degrees.
Faculty in the RGIP program empower you to make informed portfolio management decisions. With cutting-edge software and a dedicated learning environment, our curriculum meets industry standards, offering a world-class educational experience.
- Giovanni Fernandez, PhD, associate professor of finance
- Jennifer Foo, PhD, professor of finance
- Matthew Hurst, PhD, associate professor of finance and director of the Roland and Sarah George Investments Institute
- Matthew Imes, PhD, assistant professor of finance
- Shan Yan, PhD, assistant professor of finance
- Jessica West, PhD, associate professor of finance
Students accepted into the Roland George Investment Program will have the opportunity to take Equity Portfolio Management (FINA 421), Fixed Income Portfolio Management (FINA 422) and the capstone experience of Advanced Portfolio Management (FINA 450/451).
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