Students of all majors, interests, backgrounds, and experience are welcome to enjoy the pizza and learn during Investment Club Meetings every Friday at lunch in the Simon basement. While there is no requirement for participation, involved members do receive perks and a better chance for a board position.

For those that want to help on a presentation or have any ideas for a Friday meeting, come to the executive board meetings every Tuesday during lunch in the lobby of the Simon building.

Help on Market Update

If you would like to get involved, presenting a Market Update is an easy way to start. Market Updates occur almost every meeting and are a simple brief presentation of what has happened that week in the markets.

Proposals to buy/sell securities

If you believe the portfolio would do better with the addition or removal of a security, don’t hesitate to voice your ideas! Because of past experiences, start-ups will typically not be considered. These proposals involve the following facts:

  • Details of the your proposal: asset name, ticker, amount in $, time frame
  • Brief description of the company
  • Company performance vs. sector performance
  • Why we should invest
  • Future predictions, both optimistic and pessimistic

Educational/ Guest speaker ideas

If you have an idea for an educational presentation, or know of someone who would be a great educational speaker for the club, feel free to share your thoughts.

For more help or questions, contact Sam Klearman at

Other helpful outside sources for creating presentations and learning



4 comments for “Students

  1. Jacob Booker
    May 22, 2018 at 1:55 PM


    My name is Jacob Booker from Northwest Nazarene University, and I am currently working on a research project on investment clubs around the United States on college campuses. If you do not mind I would like to ask a few questions to help collect some data. If you would like to help, here they are below
    Is your student investing done through a club or class?
    If yours is a club, when was it established?
    How much money is managed by the students?
    What are the rules or parameters given for investing in this club or class?
    Thank you very much!

    • Sam Klearman
      May 23, 2018 at 9:47 PM

      Hi Jacob,

      No problem regarding the questions. The Investment Club is purely a club. We have an academic adviser but there is no class credit for participation. Meetings are held every Friday and generally draw 30-50ish students (more on some occasions). The club was established in 1946 with $3,000, which has grown to over $700,000 to date.

      Anybody (no matter class year, major, etc) can attend general body meetings. On Tuesdays we hold board meetings, which anybody can also attend if they want to get more involved with the club. “Getting more involved” can mean just merely attending the board meetings, or using them to sign up for presenting market updates, security buy/sell pitches, or any other kind of short presentation they want to give, as long as the rest of the board thinks it’s not a crazy idea. After a buy/sell pitch (which occurs at the end of meetings), the club votes in favor or against the proposal. If the club votes in favor, we contact our adviser who controls our account and executes the trade.

      Basically, as long as you’re reasonable and have a reasonable buy/sell idea, you can pitch it to the club.

      Thanks for the interest! Feel free to ask anything else.


  2. Bruce Bellott
    September 7, 2019 at 1:20 AM

    Hi, I’m a freshman at the university and I was wondering where and when meetings are held in the fall 2019 semester.

    • Sam Klearman
      September 7, 2019 at 3:49 PM

      Hi Bruce,

      Meetings are held every Friday at 12:15 PM in Simon L3 (the basement). We had our first meeting of the semester yesterday. If you’d like to get more involved, please feel free to come to a board meeting (Tuesdays at 12:15 PM in the Simon lobby).


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