About Our Club

The mission of the Investment Club is to improve members' understanding of investment management; to help members develop practical investment skills and test them in the markets; and to create superior access to career opportunities in the investment industry.

Speaker events, conferences, treks

The Investment Club brings in a number of speakers throughout the year to discuss their investing experience. This includes analysts & portfolio managers from large mutual fund and hedge fund firms, who discuss everything from valuation to specific stock situations.

The Investment Club runs an annual Investment Club Conference, in which well-known speakers come in to talk alongside panel discussions. This is a great forum for learning about different investment perspectives, and networking with professionals.

The Investment Club runs treks to visit firms both in and out of the Boston area. Previous trips have included treks to Boston, New York, and London. These are a great opportunity to visit fund managers in their own offices.

Community

At Investment Club meetings you will begin to see familiar faces – these are the people who share your interest and passion in investing. We coordinate regular mixers to help in getting to know one another. Eventually, you’ll notice that many of these faces will become friendships, which we aspire to have you carry on with you post your time at HBS.

Career-focused

The Investment Club regularly brings in speakers from well-known firms to get students up to speed on how to get a top job in investment management. The Club also helps pair incoming students with experienced students and EC’s who worked over the summer in investment management. The Investment Club works proactively with HBS Career Services to help bring in firms for both on-campus recruiting and to connect students with advice & assistance for their own networked job searches. We regularly send out emails with opportunities that are not otherwise advertised on the HBS campus. These career-related activities in coordination with one another give Investment Club members a definite advantage in the investment management career search.

Mock Stock Portfolio Competition

The Investment Club runs an annual ‘prestigious’ mock stock portfolio competition. This competition allows students to run a portfolio in a low-risk environment, while also receiving recognition for any outsized gains that they may have. The Investment Club tries to set up winners of this competition will have an honorary meeting with a senior member of a local hedge fund. Information about this competition is sent out during the first semester.

The Alpha Fund

The Alpha Fund is an active stock portfolio run by a large group of students. Meetings usually consist of two or three in-depth stock pitches, during which the group of meeting attendees give input on whether they like the stock or not. A set group of 16 students (8 EC’s, 8 RC’s) which makes up the Investment Committee then takes feedback from the meeting participants to make portfolio allocation decisions. The Alpha Fund has in-depth stock pitches get made on a weekly basis.