Finance & Investment Club

The Finance & Investment Club provides PLNU students unique opportunities to gain experience and learn about the Finance Industry.

There are three distinct functions of the club.  First, the Finance & Investment Club holds networking events where students can meet, learn, and establish relationships with business professionals in the different areas within the Financial industry.  Secondly, the club holds a portfolio competition in which club members compete against one another in a learn-by-doing exercise, to see who can achieve the highest value in their portfolio. 

Lastly, the Finance & Investment Club assembles a five member team of upper-classmen to compete in the CFA (Chartered Financial Analyst) Equity Research Challenge against Cal State San Marcos, San Diego State University, University of California San Diego, and University of San Diego.  Each team is in charge of putting together an equity research report for a San Diego based, publicly traded company, and presenting their report to members of the San Diego Society of CFAs.  The winning San Diego team has the opportunity to compete in the National Competition. 

If you have any interest in the Finance industry or Investing, this club is for you!

Current PLNU Finance & Investments Club President

To be determined

Past PLNU Finance & Investments Club Presidents

2014-2015 Trevor Shaw
2013-2014 Brad Eggers
2012-2013 Mikhail Nigolian

Faculty Advisor: 

Professor Dan Bothe