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Conference Focuses on Investment Paths, Market Outlook

Steven S. Ross, BBA, '81, (right) speaks before a packed room at the 4th Annual Ramsey Student Investment Fund Conference.

“Investing is a marathon, not a 100 yard dash,” GW Trustee Steven S. Ross, BBA, ’81, told attendees at the 4th Annual Ramsey Student Investment Fund Conference, held during The George Washington University Alumni Weekend 2010.

Ross, who is senior vice president for RBC Wealth Management, provided the keynote address for the luncheon and conference that included panel discussions on investing from GW alumni and investors from The Motley Fool, a financial services company. The event also featured a panel discussion with Philip Budwick, MSF, ’02, finance instructor and director, GW’s Capital Markets Trading Lab; James L. Carruthers, Jr., MBA, ’80, portfolio manager and analyst, Third Point LLC; Michael E. Cohen, BS, ’84, managing director, Neuberger Berman; and Justin Harrison, associate analyst, Ramsey Asset Management. They discussed their paths for investing, current market outlook and investment examples.

The Ramsey Student Investment Fund Conference provides the GW community with investing insights and ideas, while highlighting the achievements of the GW students managing the $1.2 million Ramsey Student Investment Fund, a portfolio of long-only, U.S.-listed stocks. The Ramsey Student Investment Fund’s portfolio managers are GW MBA students enrolled in Applied Portfolio Management, which is taught by Donald Lindsey, GW’s chief investment officer.

Since its establishment in 2005 through a $1 million endowment gift from GW Board of Trustees Chairman W. Russell Ramsey, BBA, ’81, and his wife, Norma G. Ramsey, the class and fund have provided more than 225 students the unique opportunity to gain hands-on experience and practical investing skills. Since the fund’s inception in May 2005, the students have built an annualized track record of 1.9 percent, compared to 0.2 percent for the S&P 500 Index.

Posted by gwsb on October 7, 2010 | Filed under: GWSB News.


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