The Eberhardt School of Business offers a two-term class for undergraduate business students called the Eberhardt Student Investment Fund (SIF). Students are selected through a formal application process and have the ability to manage an investment portfolio currently approaching $4 million dollars. 

Faculty Advisor, Student Investment Fund
Benjamin Carlston, PhD
Associate Professor of Finance
Email: bcarlston@pacific.edu
PH: 209.946.2630

Eberhardt Student Investment Fund

Only 2% of business schools worldwide operate a student investment fund. In the Eberhardt SIF, students do research and evaluation, write reports, and make choices regarding where and how to invest the fund's money. This is not a virtual investment or portfolio; this is real money and real investments.

Eberhardt students learn how to thoroughly analyze potential investments using the same financial techniques professional investors use. In addition, students learn the finer points of portfolio management by taking responsibility for individual S&P500 sectors and analyzing allocations and how they fit within the greater portfolio.

 

Giving Back

The Eberhardt Student Investment Fund also teaches our students the importance of sharing their success with others. Each year, a percentage of the fund's net assets are distributed back to the University of the Pacific to support the mission and activities of the University. To date, the Eberhardt SIF has returned almost $1,000,000 to the University.

History

Established in 2007 with a generous $1,000,000 gift from Bank of Stockton CEO, Douglass Eberhardt, the University of the Pacific Student Investment Fund's major goal is to offer dynamic undergraduate and graduate students the opportunity to gain exposure to the world of investing.

From its inception, the Student Investment Fund has outperformed both the Russell Midcap Index benchmark and S&P 500. The fact that students invest real money means their work produces real results, which is a tremendously satisfying and a very unique experience.

Experiential Learning

Students learn how to thoroughly analyze potential investments using the same financial techniques professional investors use. In addition, students learn the finer points of portfolio management by taking responsibility for individual S&P500 sectors and analyzing allocations and how they fit within the greater portfolio.

SIF in NYC
Student Investment Fund Group Photo - Spring 2022
Members

In addition to classwork, members have the opportunity to speak directly with industry professionals and travel to visit financial institutions in the area. Throughout the semester, SIF hosts guest speakers including CFA charter holders, fund managers, and other professionals from both the private and public sectors that provide their valuable personal insight into the investment industry and share their paths to how they got where they are today. Field trips to places such as the Pacific Exchange in San Francisco and to other local student investment organizations expose members to the greater investment community.

CEO and Technology Sector Analyst
Nikki Lee

Nikki is a senior studying finance. She is currently the CEO and one of the Technology sector analysts. She was the Consumer Staples and Consumer Discretionary sector analyst in the previous semester.

Nikki Lee
Liam Egan
COO and Consumer Discretionary Sector Analyst
Liam Egan

Liam is a junior studying finance with a minor in pre-law. He is currently the COO and one of the Consumer Discretionary sector analysts. He was the REITs and Financials sector analyst in the previous semester.

CIO and Consumer Staples Sector Analyst
Max Bilsborough

Max is in his first year of an M.S. Finance/J.D. dual degree. He is currently the CIO and the consumer staples sector analyst.

Max Bilsborough
Dalton Coppage
In-class Administrator and Technology Sector Analyst
Dalton Coppage

Dalton is a senior studying finance and computer science. He is currently the in-class administrator and a Technology Sector analyst.

REITs Sector Analysts
Dylan Bernardi

Dylan is a graduate student studying Business Analytics. He is currently one of the REITs sector analysts.

Dylan Bernardi
Oscar Mejia
Healthcare Sector Analyst
Oscar Mejia

Oscar is a graduate student studying Finance. He is currently one of the Healthcare sector analysts.

Recruiting Team and REITs Sector Analyst
Katie Nguyen

Katie is a senior studying Management & HR. She is currently on the Recruiting team and one of the REITs sector analysts.

Katie Nguyen
Reid Morrison
Healthcare Sector Analyst
Reid Morrison

Reid is a graduate student studying Finance. She is currently one of the Healthcare sector analysts.

Financial Sector Analyst
Alfonso Rodriguez

Alfonso is a graduate student studying Finance. He is currently one of the Financial Sector Analysts.

Alfonso Rodriguez
Manikanth Valavoju
Energy Sector Analyst
Manikanth Valavoju

Mani is a graduate student studying Business Analytics. He is currently the Energy Sector Analyst.

Healthcare Sector Analyst
Mariana R. F. Duarte

Mariana is a graduate student studying Finance. She is currently one of the Healthcare Sector Analysts.

Mariana R. F. Duarte
Lewis Gale
Financial Sector Analysts
Lewis Gale

Lewis is a junior studying Business Analytics with a minor in Data Science. He is currently one of the Financial Sector Analysts.

Recruiting Team and Consumer Discretionary Analyst
Erin Brown

Erin is a junior studying Business with a concentration in Marketing. She is currently on the Recruiting team and one of the Consumer Discretionary Analysts.

Erin Brown
Jack Martin
Portfolio Manager and Industrial Sector Analyst
Jack Martin

Jack is a senior studying finance. He is currently a portfolio manager for the fund and one of the industrial sector analysts. This is his second semester in the fund and was previously the materials sector analyst.

Industrial Sector Analyst
Yiwen Shang

Yiwen is a senior studying Finance and Accounting. She is currently one of the Industrials sector analysts.

Yiwen Shang
Moises Nunez
Materials Sector Analyst
Moises Nunez

Moises is a senior studying finance and business law. He is currently the Materials sector analyst.

Communications Sector Analyst
Jacob George

Jacob is a junior studying finance. He is currently a portfolio manager and the Communications sector analyst.

Jacob George
Aidan Jang
Technology Sector Analyst
Aidan Jang

Aidan is a senior studying Finance and Applied Economics. He is currently a Technology sector analyst.