News

Chelsea R. Ganey named BGS Chapter Honoree 2023

Chelsea R. Ganey named BGS Chapter Honoree 2023

April 27, 2023 / Lutgert News / Tags: 2023, Accounting, Advertising, Agribusiness, BGS, Beta Gamma Sigma, Economics, Finance, Graduate, Honoree, Information Systems & Operations Management, Management, Marketing, PGA Golf Management, Real Estate, Resort & Hospitality, Sales, Undergraduate

Chelsea is responsible for developing, communicating and executing on the strategic plan and growth of Moran Wealth Management. Prior to this role, she spent 8 years at the firm as a Senior Portfolio Manager responsible for the fixed income and several equity strategies. She serves on both the Executive Committee and Investment Committee at Moran Wealth Management. Chelsea earned her BS in Finance from Florida Gulf Coast University. She was awarded the CFA Charter from the CFA Institute in 2014, and is a member of the CFA Society of Naples where she currently serves on the board. In 2021, Chelsea co-founded Southwest Florida Women in Investment Management to support the development and advancement of women in the local finance community. In addition to her responsibilities at Moran Wealth Management, Chelsea sits on the Executive Council for the Department of Economics and Finance at Florida Gulf Coast University and is the President of the House Corporation for the Pi Mu Chapter of Chi Omega. Lastly, she is a member of CHIEF, a private organization for women executive leaders. Chelsea loves to read, travel, and spend quality time with her family. As a Midwest transplant, she lovingly cheers for the Chicago Bulls, Bears and Cubs.

FGCU team finishes 3rd in Student Investment Tournament

FGCU team finishes 3rd in Student Investment Tournament

April 02, 2023 / Lutgert News / Tags: 2023, Competition, Economics & Finance, Finance, Undergraduate

Congratulations to FGCU student analysts Mitchel Coker, Jessica Garciduenas and Adam Abdelfattah for taking home the $500 third place prize in a ‘Stock Pitch’ competition sponsored by the University of South Florida and Star Mountain Capital. The FGCU team pitched current Eagle Fund holding, BorgWarner Inc, as their investment idea. As part of their research process, the students made extensive use of Bloomberg Terminal, the company’s Annual Report, SEC Filings, Investor Relations Website, Earnings Call Transcript, Supply Chain information, Wall Street Research and various news publications. The students also held a conference call with BorgWarner’s Director of Investor Relations as part of their due diligence process. Here’s a brief snippet from the student’s presentation … “BorgWarner is undergoing a major business model transformation from a supplier of internal combustion engine (ICE) auto parts to a key provider of Electric Vehicle (EV) components. This transition will allow the company to both accelerate sales growth and expand profit margins over the next several years.” ‘We believe the market has not fully appreciated the BorgWarner story....... and that is reflected in low equity market valuations across multiple metrics…… relative to the market, it’s industry competitors and the company’s own historical levels. Our DCF analysis generated a intrinsic value price target of $84, representing an 80% upside opportunity from the current market price. Additional stock price upside is possible, however, if investors begin to place appropriate value on the fast-growing EV components business, in a Sum Of The Parts analysis.” “The company possesses several catalysts including: a recently announced plan to Spin-Off its fast-growing EV unit, continued deployment of Free Cash Flow towards accretive EV related acquisitions, and improving ESG rankings.”

FGCU 360 News | Business

Experience FGCU