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Annual Report

Annual Reports

UTSA Business Students Attend Harvard Financial Conference

investmentclubFifteen finance undergraduates from the UTSA College of Business Investment Society recently attended the Harvard Finance Conference in Boston.  The conference addressed topics including mergers and acquisitions, capital markets, corporate finance, private equity and careers in finance.  Keynote speakers included the president of Barclays and the founder and chairman of Evercore Partners.

“The conference allowed us to expand our knowledge in this industry, interact with graduate students from Harvard and network with other financial professionals,” said Rafael Velez, chairman of the Investment Society.  “Although we were the only undergraduates in attendance, the knowledge we’ve gained through our classwork at UTSA kept us on par with the other students.”

Most recently Investment Society members have been providing in-depth analysis and research on real world companies to assist faculty sponsor Ron Sweet in portfolio management for a non-profit organization.

The Investment Society was established in 2007.  The group, which has almost 35 members, strives to educate future business leaders about the financial markets and the economy.

Wendy Frost—

Please send your comments to: wendy.frost@utsa.edu