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 2023
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.

COO and Industrials Analyst
Benjamin Nemivant

Ben is currently enrolled in the Masters of Finance program. He is the COO and an Industrials Analyst for the fund. In the Fall of 2021, he was a Healthcare analyst as well as an economist.

Benjamin Nemivant
Haakon Mathiesen
CEO and Technology Analyst
Haakon Mathiesen

Haakon is a junior studying Applied Economics. He is currently the CEO and one of the Technology analysts. He was the Chief Economist and one of the Healthcare analysts in the previous semester.

CIO and Consumer Staples Sector Analyst
Mohamed Abdelwahed

Mohamed is a senior business major, concentrating in accounting. He is currently the CIO and Consumer Staples sector analyst. He was the Portfolio Manager and an analyst for Energy in the previous semester.

Mohamed Abdelwahed
Elisa Cabrera
REITs Sector Analyst
Elisa Cabrera

Elisa is a junior studying Accounting with a minor in Computer Science. She is currently the REITs sector analyst.

Tech Analyst and Executive Administrator
Adam Sapir

Adam is a Junior studying Finance. He is currently a Tech Analyst and the Executive Administrator for the Student Investment Fund.

Adam Sapir
Jeremy Lea
Portfolio Manager and Industrial Analyst
Jeremy Lea

Jeremy is currently enrolled in the Masters of Finance program. He is one of the Portfolio Managers and an Industrials Analyst for the fund.

Consumer Discretionary Analyst
Andrew Gang

Andrew is a senior studying accounting. He is currently one of the Consumer Discretionary Analysts and was one of the Healthcare Analysts in the previous semester.

Andrew Gang
Jeremiah Son
Healthcare and Financial Sectors Analyst
Jeremiah Son

Jeremiah is a senior currently finishing his last semester studying finance. This semester, he is an analyst for the Healthcare sector but has also been an analyst for the Financial sector. 

Communication Sector Analyst
Sahila Shah

Sahila is a senior studying marketing and management. She serves as the analyst for the communication sector and oversees the social media for the class. 

Sahila Shah
Sauman Shoaib
Consumer Discretionary Sector Analyst
Sauman Shoaib

Sauman is a senior studying finance and entrepreneurial management. He is currently one of the analysts in the Consumer Discretionary sector.

Portfolio Manager
Andressa Repossi Golschmidt

Andressa Repossi Golschmidt. She is a senior finance student. Currently, she is the fund’s portfolio manager and the energy sector analyst. In the previous semester, she was the material and industrial sector analyst. 

Andressa Repossi Golschmidt
Kevin Park
Financial Sector Analyst
Kevin Park

Kevin is a senior in his last semester studying finance. This semester he is an analyst for the Financial sector but he was also an analyst last semester covering the Energy sector.

Economist & Materials Sector Analyst
Joseph Manglona

Joseph is currently enrolled in the Masters of Finance program. He is the Economist and Materials Sector Analyst of the fund. 

Joseph Manglona
Simran Mehdiratta
Financial Sector Analyst & Economist
Simran Mehdiratta

Simran is currently enrolled in the Masters of Finance program. She is currently one of the financial sector analyst and economist for the fund.

Healthcare Sector Analyst & Class Administrator
Randel Dureg

Randel is pursuing his Masters of Finance degree with a BSBA in Finance and Business Analytics. Currently, he is the Healthcare sector analyst as well as Class Administrator. 

Randel Dureg