Eagle Fund

The Eagle Fund is a Student Managed Investment Portfolio of Actual Stocks and Bonds.

By managing these investments under the guidance of industry partners and faculty advisors, our students gain invaluable hands-on experience using state of the art financial services technology. Skills gained in the program prepare our students for challenging positions in industry.

Eagle Fund - Class Photo Fall 2023

Eagle Fund current holdings:

FGCU team finishes 1st in national Student Managed Investment Fund Competition

Florida Gulf Coast University's Eagle Fund team finished in first place in the 2023 Student Managed Investment Fund Consortium’s national competition held October 5th and 6th in Chicago. Congratulations to FGCU student analysts / portfolio managers Paul Reisinger, Lily Hobson, Adam Mirzoev and Ben Hermiston on this amazing accomplishment.

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About the Course
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The Eagle Fund at Florida Gulf Coast University is an applied investments class where students, under faculty guidance, manage three investment portfolios (equities and bonds) on behalf of the FGCU Foundation. This class meets in the Wasmer, Schroeder & Company portfolio trading room (Lutgert Hall 1205). The fund, which began in January 2007, currently manages over $1,000,000* in stocks and bonds (*as of 9/30/2024).

During this class, students participate in quantitative stock screening, portfolio back testing, fundamental research, financial statement modeling and company valuation assessment. They produce fundamental research reports recommending purchase of individual securities, which are subsequently added to the respective portfolios.

Additional aspects of this course involve extensive usage of the Bloomberg terminal, meeting with investment professional practitioners, attending CFA society events, competing in national Student Managed Fund competitions, and making annual portfolio review presentations to the FGCU Foundation Finance Committee.

Real experiences managing real money

The Eagle Fund (FIN 4934) is a seminar in security analysis and portfolio management. In this class, students will experience the actual investment management process by analyzing and investing designated funds into a variety of securities.

FGCU class allows students to manage hundreds of thousands of dollars

"When we started this, the students were given $200,000, and we’ve grown that over the years, and now the total value of the three portfolios they’re managing is about $800,000."

- Dr. Shelton Weeks

Full story on Fox 4 News
Our Investment Philosophy
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The Eagle Fund seeks to generate actively managed investment performance above that of the relevant passive benchmarks for all portfolios under its management, while adhering to the policies and goals of the FGCU Foundation. Understanding the potential risks involved with an active approach, the Fund has adopted a long-term focused, well diversified and low transaction cost strategy in an attempt to maximize investment returns and minimize risks. The student and faculty members of the Eagle Fund believe that the market is not completely efficient, and there are opportunities to exploit security mis-pricings through a repeatable investment process and deliver above benchmark long term investment results.
Investment Process
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The Eagle Fund uses a bottom-up approach utilizing both quantitative and fundamental research techniques to build and manage actively managed portfolios.

We utilize a time-tested quantitative screening process to narrow down our selection universe to a Focus List of securities for the students to further analyze. The screening process is a multi-factor model that considers Valuation, Growth, Momentum, Profitability, Efficiency, Quality, Volatility and Technical factors. The Focus List is not only a productivity tool in terms of generating new ideas, but a source of alpha versus its benchmark as it has been rigorously back tested over multiple market cycles.

The Focus List is the primary source of new ideas for the students to further analyze. Students are grouped into sector-based teams who carry out the fundamental research process. Responsibilities include analyzing financial statements, providing company valuation assessments and creating written research reports including buy/hold/sell recommendations. Here the students also delve into the qualitative ‘story’ behind the numbers, figure out whether current trends are sustainable and identify catalysts for security price appreciation.

Once purchased, portfolio holdings are closely monitored by the students to ensure they continue to meet the criteria set by the Fund. Securities are continuously re-ranked quantitatively and fundamentally monitored by the student teams. The sell discipline may be triggered by high valuation, fundamental deterioration, and/or opportunity costs. There are a number of portfolio risk controls including position and sector weighting limits to ensure prudent diversification and to minimize the volatility of returns.

Recommended Reading

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Eagle students select one of the following books to read during the semester. At the end of the term, students prepare a 10-page PowerPoint presentation summarizing key aspects of the book and make an oral presentation to the class.

Book summaries provided by Amazon.

Book Title
A Random Walk Down Wall Street Whether you’re considering your first 401k contribution, contemplating retirement, or anywhere in between, A Random Walk Down Wall Street is the best investment guide money can buy. In this new edition, Burton G. Malkiel shares authoritative insights spanning the full range of investment opportunities to help you chart a calm course through the turbulent waters of today’s financial markets.
One Up on Wall Street America’s most successful money manager tells how average investors can beat the pros by using what they know. According to Lynch, investment opportunities are everywhere. From the supermarket to the workplace, we encounter products and services all day long. By paying attention to the best ones, we can find companies in which to invest before the professional analysts discover them. When investors get in early, they can find the “tenbaggers,” the stocks that appreciate tenfold from the initial investment. A few tenbaggers will turn an average stock portfolio into a star performer.
The Intelligent Investor This classic text is annotated to update Graham's timeless wisdom for today's market conditions. The greatest investment advisor of the twentieth century, Benjamin Graham, taught and inspired people worldwide. Graham's philosophy of "value investing" -- which shields investors from substantial error and teaches them to develop long-term strategies -- has made The Intelligent Investor the stock market bible ever since its original publication in 1949.
Common Stocks / Uncommon Profits Philip Fisher is among the most influential investors of all time. His investment philosophies, introduced almost forty years ago, are not only studied and applied by today's financiers and investors, but are also regarded by many as gospel. This book is invaluable reading and has been since it was first published in 1958. The updated paperback retains the investment wisdom of the original edition and includes the perspectives of the author's son Ken Fisher, an investment guru in his own right in an expanded preface and introduction. "I sought out Phil Fisher after reading his Common Stocks and Uncommon Profits...A thorough understanding of the business, obtained by using Phil's techniques...enables one to make intelligent investment commitments." —Warren Buffett
The Warren Buffett Way "The Warren Buffett Way outlines his career and presents examples of how his investment techniques and methods evolved and the important individuals in that process. It also details the key investment decisions that produced his unmatched record of performance." -from the Foreword by Peter S. Lynch Bestselling author, One Up on Wall Street and Beating the Street
Warren Buffett: Inside the Ultimate Money Mind Hagstrom breaks new ground with a deep analysis of Buffett's essential wisdom, an intricate mosaic of wide-ranging ideas and insights that Buffett calls a Money Mind. What exactly is a Money Mind? At one level, it's a way of thinking about major financial issues such as capital allocation. At another level, it summarizes an overall mindset for successfully investing in today’s fast-paced stock market, a mindset that depends on a commitment to learning, adapting, and facing down irrelevant noise.
Little Book on Valuation Valuation is at the heart of any investment decision, whether that decision is to buy, sell, or hold. In The Little Book of Valuation, expert Aswath Damodaran explains the techniques in language that any investors can understand, so you can make better investment decisions when reviewing stock research reports and engaging in independent efforts to value and pick stocks.
Little Book on Value Investing There are many ways to make money in today’s market, but the one strategy that has truly proven itself over the years is value investing. Now, with The Little Book of Value Investing, Christopher Browne shows you how to use this wealth-building strategy to successfully buy bargain stocks around the world. You’ll explore how to value securities and find bargains in the stock market.
The Little Book that Still Beats the Market In 2005, Joel Greenblatt published a book that is already considered one of the classics of finance literature. In The Little Book that Beats the Market—a New York Times bestseller with 300,000 copies in print—Greenblatt explained how investors can outperform the popular market averages by simply and systematically applying a formula that seeks out good businesses when they are available at bargain prices.
The Little Book of Common Sense Investing The classic guide to getting smart about the market. Legendary mutual fund pioneer John C. Bogle reveals his key to getting more out of investing: low-cost index funds. Bogle describes the simplest and most effective investment strategy for building wealth over the long term: buy and hold, at very low cost, a mutual fund that tracks a broad stock market Index such as the S&P 500.
Little Book on Behavioral Investing A detailed guide to overcoming the most frequently encountered psychological pitfalls of investing. Bias, emotion, and overconfidence are just three of the many behavioral traits that can lead investors to lose money or achieve lower returns. Behavioral finance, which recognizes that there is a psychological element to all investor decision-making, can help you overcome this obstacle.
Little Book on Investing like the Pros Until now, there hasn't been a truly accessible, easy-to-understand resource available to help them. The Little Book of Investing Like the Pros was written to fill this void. We believe the simplicity and accessibility of our stock picking framework is truly unique. Using real-world examples and actual Wall Street models used by the pros, we teach you how to pick stocks in a highly accessible, step-by-step manner. Our goal is straightforward―to impart the skills necessary for finding high-quality stocks while protecting your portfolio with risk management best practices.
In The Little Book That Builds Wealth Author Pat Dorsey—the Director of Equity Research for leading independent investment research provider Morningstar, Inc.—reveals why competitive advantages, or economic moats, are such strong indicators of great long-term investments and examines four of their most common sources: intangible assets, cost advantages, customer-switching costs, and network economics. Along the way, he skillfully outlines this proven approach and reveals how you can effectively apply it to your own investment endeavors.
The Little Book of Market Myths While such "common-sense" rules of thumb may work for a time as investment strategies, as New York Times and Wall Street Journal bestselling author, Ken Fisher, vividly demonstrates in this wise, informative, wholly entertaining new book, they'll always let you down in the long run. Ken exposes some of the most common—and deadly—myths investors swear by, and he demonstrates why the rules-of-thumb approach to investing may be robbing you of the kinds returns you hope for.
The Little Book of Stock Market Cycles Jeffrey Hirsch discusses how to capture market-beating returns by following specific stock market cycles. While predicting the direction of the stock market at any given point is difficult, it's a fact that the market exhibits well-defined and sometimes predictable patterns. While cycles do not repeat exactly all of the time, statistical evidence suggests that cyclical tendencies are very strong and should not be ignored by investors.
The Little Book That Makes You Rich Shows you how to find stocks that are poised for rapid price increases, regardless of overall stock market direction. Navellier also offers the statistical and quantitative measures needed to measure risk and reward along the path to profitable growth stock investing. Filled with in-depth insights and practical advice, The Little Book That Makes You Rich gives individual investors specific tools for selecting stocks based on the factors that years of research have proven to lead to growth stock profits.

Book Title

A Random Walk Down Wall Street

Whether you’re considering your first 401k contribution, contemplating retirement, or anywhere in between, A Random Walk Down Wall Street is the best investment guide money can buy. In this new edition, Burton G. Malkiel shares authoritative insights spanning the full range of investment opportunities to help you chart a calm course through the turbulent waters of today’s financial markets.

One Up on Wall Street

America’s most successful money manager tells how average investors can beat the pros by using what they know. According to Lynch, investment opportunities are everywhere. From the supermarket to the workplace, we encounter products and services all day long. By paying attention to the best ones, we can find companies in which to invest before the professional analysts discover them. When investors get in early, they can find the “tenbaggers,” the stocks that appreciate tenfold from the initial investment. A few tenbaggers will turn an average stock portfolio into a star performer.

The Intelligent Investor

This classic text is annotated to update Graham's timeless wisdom for today's market conditions. The greatest investment advisor of the twentieth century, Benjamin Graham, taught and inspired people worldwide. Graham's philosophy of "value investing" -- which shields investors from substantial error and teaches them to develop long-term strategies -- has made The Intelligent Investor the stock market bible ever since its original publication in 1949.

Common Stocks / Uncommon Profits

Philip Fisher is among the most influential investors of all time. His investment philosophies, introduced almost forty years ago, are not only studied and applied by today's financiers and investors, but are also regarded by many as gospel. This book is invaluable reading and has been since it was first published in 1958. The updated paperback retains the investment wisdom of the original edition and includes the perspectives of the author's son Ken Fisher, an investment guru in his own right in an expanded preface and introduction. "I sought out Phil Fisher after reading his Common Stocks and Uncommon Profits...A thorough understanding of the business, obtained by using Phil's techniques...enables one to make intelligent investment commitments." —Warren Buffett

The Warren Buffett Way

"The Warren Buffett Way outlines his career and presents examples of how his investment techniques and methods evolved and the important individuals in that process. It also details the key investment decisions that produced his unmatched record of performance." -from the Foreword by Peter S. Lynch Bestselling author, One Up on Wall Street and Beating the Street

Warren Buffett: Inside the Ultimate Money Mind

Hagstrom breaks new ground with a deep analysis of Buffett's essential wisdom, an intricate mosaic of wide-ranging ideas and insights that Buffett calls a Money Mind. What exactly is a Money Mind? At one level, it's a way of thinking about major financial issues such as capital allocation. At another level, it summarizes an overall mindset for successfully investing in today’s fast-paced stock market, a mindset that depends on a commitment to learning, adapting, and facing down irrelevant noise.

Little Book on Valuation

Valuation is at the heart of any investment decision, whether that decision is to buy, sell, or hold. In The Little Book of Valuation, expert Aswath Damodaran explains the techniques in language that any investors can understand, so you can make better investment decisions when reviewing stock research reports and engaging in independent efforts to value and pick stocks.

Little Book on Value Investing

There are many ways to make money in today’s market, but the one strategy that has truly proven itself over the years is value investing. Now, with The Little Book of Value Investing, Christopher Browne shows you how to use this wealth-building strategy to successfully buy bargain stocks around the world. You’ll explore how to value securities and find bargains in the stock market.

The Little Book that Still Beats the Market

In 2005, Joel Greenblatt published a book that is already considered one of the classics of finance literature. In The Little Book that Beats the Market—a New York Times bestseller with 300,000 copies in print—Greenblatt explained how investors can outperform the popular market averages by simply and systematically applying a formula that seeks out good businesses when they are available at bargain prices.

The Little Book of Common Sense Investing

The classic guide to getting smart about the market. Legendary mutual fund pioneer John C. Bogle reveals his key to getting more out of investing: low-cost index funds. Bogle describes the simplest and most effective investment strategy for building wealth over the long term: buy and hold, at very low cost, a mutual fund that tracks a broad stock market Index such as the S&P 500.

Little Book on Behavioral Investing

A detailed guide to overcoming the most frequently encountered psychological pitfalls of investing. Bias, emotion, and overconfidence are just three of the many behavioral traits that can lead investors to lose money or achieve lower returns. Behavioral finance, which recognizes that there is a psychological element to all investor decision-making, can help you overcome this obstacle.

Little Book on Investing like the Pros

Until now, there hasn't been a truly accessible, easy-to-understand resource available to help them. The Little Book of Investing Like the Pros was written to fill this void. We believe the simplicity and accessibility of our stock picking framework is truly unique. Using real-world examples and actual Wall Street models used by the pros, we teach you how to pick stocks in a highly accessible, step-by-step manner. Our goal is straightforward―to impart the skills necessary for finding high-quality stocks while protecting your portfolio with risk management best practices.

In The Little Book That Builds Wealth

Author Pat Dorsey—the Director of Equity Research for leading independent investment research provider Morningstar, Inc.—reveals why competitive advantages, or economic moats, are such strong indicators of great long-term investments and examines four of their most common sources: intangible assets, cost advantages, customer-switching costs, and network economics. Along the way, he skillfully outlines this proven approach and reveals how you can effectively apply it to your own investment endeavors.

The Little Book of Market Myths

While such "common-sense" rules of thumb may work for a time as investment strategies, as New York Times and Wall Street Journal bestselling author, Ken Fisher, vividly demonstrates in this wise, informative, wholly entertaining new book, they'll always let you down in the long run. Ken exposes some of the most common—and deadly—myths investors swear by, and he demonstrates why the rules-of-thumb approach to investing may be robbing you of the kinds returns you hope for.

The Little Book of Stock Market Cycles

Jeffrey Hirsch discusses how to capture market-beating returns by following specific stock market cycles. While predicting the direction of the stock market at any given point is difficult, it's a fact that the market exhibits well-defined and sometimes predictable patterns. While cycles do not repeat exactly all of the time, statistical evidence suggests that cyclical tendencies are very strong and should not be ignored by investors.

The Little Book That Makes You Rich

Shows you how to find stocks that are poised for rapid price increases, regardless of overall stock market direction. Navellier also offers the statistical and quantitative measures needed to measure risk and reward along the path to profitable growth stock investing. Filled with in-depth insights and practical advice, The Little Book That Makes You Rich gives individual investors specific tools for selecting stocks based on the factors that years of research have proven to lead to growth stock profits.

Eagle Fund Portfolios & Performance
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US Domestic Large Cap Blend

Benchmarks:
S&P 500, Bloomberg 500

Style:
Growth at a Reasonable Price (GARP)

Process:
Quantitative & Fundamental

Positions:
Concentrated, 30-40 holdings

Risk Control:
+/- 10% relative sector weights

US Domestic Small/Mid Cap Value

Benchmarks:
Russell 2500 Value, Bloomberg 2500 Value

Style:
Relative Value

Process:
Quantitative

Positions:
Diversified, approx. 150 holdings

Risk Control:
+/- 10% relative sector weights

US Investment Grade Corporates

Benchmark:
Bloomberg/Barclays US Corporate

Style:
High Quality/Investment Grade

Process:
Quantitative & Fundamental

Positions:
Concentrated, 15-25 holdings

Risk Controls:
10% maximum in a single issuer, 10% maximum in BBB

Eagle Fund Research

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This section presents analytical research reports on individual companies created by Eagle Fund students.

These reports represent research conducted by the students for stocks that were purchased in the large cap equity fund.
Some of the stocks listed below may not be in the portfolio currently, as they may have been recently sold.
Additionally, these reports may not reflect the most up to date information for a given security.
Sector teams, each comprised of 3-4 students, spend approximately 25 hours per team on these reports during the semester. The reports are done in multiple sections (investment thesis summary, fundamental drivers/catalysts, balance sheet/cash flow, valuation, risks). Initial student drafts, edits and resubmissions for each section are reviewed and critiqued both stylistically and for accuracy by faculty advisors. The final report is assembled and published to the Eagle Fund website at the end of each semester.
These reports are not meant as investment recommendations, but as samples of student work.
To view a company's report, click on its “Company Snapshot” link below.

SEMESTER	STOCK TICKER	NAME	REPORT	LIVE CHART
2024 Fall	AXTA	AXALTA COATING SYSTEMS LTD	Company Snapshot	Live Chart
2024 Fall	BDX	BECTON DICKINSON AND CO	Company Snapshot	Live Chart
2024 Fall	CRM	SALESFORCE INC	Company Snapshot	Live Chart
2024 Fall	OC	OWENS CORNING	Company Snapshot	Live Chart
2024 Fall	PHM	PULTEGROUP INC	Company Snapshot	Live Chart
2024 Fall	PYPL	PAYPAL HOLDINGS INC	Company Snapshot	Live Chart
2024 Spring	CPB	CAMPBELL SOUP CO	Company Snapshot	Live Chart
2024 Spring	ED	CONSOLIDATED EDISON INC	Company Snapshot	Live Chart
2024 Spring	IBM	INTL BUSINESS MACHINES CORP	Company Snapshot	Live Chart
2024 Spring	OSK	OSHKOSH CORP	Company Snapshot	Live Chart
2023 Fall	AMGN	AMGEN INC	Company Snapshot	Live Chart
2023 Fall	FCNCA	FIRST CITIZENS BCSHS -CL A	Company Snapshot	Live Chart
2023 Fall	NVDA	NVIDIA CORP	Company Snapshot	Live Chart
2023 Fall	TPR	TAPESTRY INC	Company Snapshot	Live Chart
2023 Fall	XOM	EXXON MOBIL CORP	Company Snapshot	Live Chart
2023 Spring	CSCO	CISCO SYSTEMS INC	Company Snapshot	Live Chart
2023 Spring	EXPE	EXPEDIA GROUP INC	Company Snapshot	Live Chart
2023 Spring	GILD	GILEAD SCIENCES INC	Company Snapshot	Live Chart
2023 Spring	PCAR	PACCAR INC	Company Snapshot	Live Chart
2023 Spring	PSA	PUBLIC STORAGE	Company Snapshot	Live Chart
2022 Fall	APA	APA CORPORATION	Company Snapshot	Live Chart
2022 Fall	CDW	CDW CORPORATION	Company Snapshot	Live Chart
2022 Fall	KR	KROGER COMPANY (THE)	Company Snapshot	Live Chart
2022 Fall	RF	REGIONS FINANCIAL CORPORATION	Company Snapshot	Live Chart
2022 Fall	ULTA	ULTA BEAUTY, INC	Company Snapshot	Live Chart
2022 Summer	CBRE	CBRE GROUP INC	Company Snapshot	Live Chart
2022 Summer	FANG	DIAMONDBACK ENERGY, INC.	Company Snapshot	Live Chart
2022 Summer	NTAP	NETAPP, INC	Company Snapshot	Live Chart
2022 Summer	TSN	TYSON FOODS, INC	Company Snapshot	Live Chart
2022 Spring	FDX	FEDEX CORPORATION	Company Snapshot	Live Chart
2022 Spring	MU	MICRON TECHNOLOGY, INC	Company Snapshot	Live Chart
2022 Spring	TGT	TARGET CORP	Company Snapshot	Live Chart
2022 Spring	TMUS	T-MOBILE US INC	Company Snapshot	Live Chart
2021 Fall	ALLY	ALLY FINANCIAL INC	Company Snapshot	Live Chart
2021 Fall	CE	CELANESE CORP	Company Snapshot	Live Chart
2021 Fall	CI	CIGNA CORP	Company Snapshot	Live Chart
2021 Fall	CTSH	COGNIZANT TECHNOLOGY SOLUTIONS CORP	Company Snapshot	Live Chart
2021 Fall	RS	RELIANCE STEEL & ALUMINUM CO	Company Snapshot	Live Chart
2021 Fall	TRV	TRAVELERS COS INC/THE	Company Snapshot	Live Chart
2021 Summer	AKAM	AKAMAI TECHNOLOGIES INC	Company Snapshot	Live Chart
2021 Summer	EQT	EQT CORP	Company Snapshot	Live Chart
2021 Summer	LKQ	LKQ CORP	Company Snapshot	Live Chart
2021 Summer	MKL	MARKEL CORP	Company Snapshot	Live Chart
2021 Summer	MSFT	MICROSOFT CORP	Company Snapshot	Live Chart
2021 Summer	ZBH	ZIMMER BIOMET HOLDINGS INC	Company Snapshot	Live Chart
2020 Spring	C	CITIGROUP INC	Company Snapshot	Live Chart
2020 Spring	FB	FACEBOOK INC-CLASS A	Company Snapshot	Live Chart
2020 Spring	ORCL	ORACLE CORP	Company Snapshot	Live Chart
2020 Spring	REGN	REGENERON PHARMACEUTICALS	Company Snapshot	Live Chart

Eagle Fund in the News
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Highlighting recent Eagle Fund purchase Salesforce Inc. (CRM)

Congrats to student analysts Isaac Williams, William O'Boyle and Patrick O'Grady on their excellent work covering the Technology Sector this semester, and their buy recommendation of Salesforce Inc. (which is up 22% since purchase in September 2024).

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FGCU's Lutgert School of Business launches Seminar in Portfolio Management course

In 2007, Florida Gulf Coast University launched its Student Managed Investment Fund "Eagle Fund", to provide its students with real world, hands-on experience in security analysis and portfolio management. Starting with $200,000 in 2007, Eagle Fund assets under management have grown to over $1 million today. Currently, many Eagle Fund alumni are employed as analysts, traders and portfolio managers at local wealth management firms as well as some of the world's largest financial institutions.

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Highlighting recent FGCU Eagle Fund purchase International Business Machines (IBM)

IBM shares are rising afterhours on better than expected results and future guidance driven by its Artificial Intelligence product and service offerings, which we highlighted in our recent research report. Congrats to student Analysts Nick Malik, Josh Woodruff, and Chelsie Belland on their excellent work.

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FGCU hosts national Student Investment Conference in Cape Coral, Florida

On March 29th-30th our students had the opportunity to hear from business leaders and investment luminaries; Terry Duffy, CEO / Chairman of the CME Group, and Liz Ann Sonders, Chief Investment Strategist at Charles Schwab. Captivating, Inspirational, and Amazing were some of the adjectives I heard our students use in describing the conference’s keynote speakers.

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Eagle Fund students present to FGCU Foundation

During my investment career as a portfolio manager, I attended hundreds of plan sponsor board meetings to provide updates on my investment performance. The tenor of these meeting could range anywhere between congratulatory (when returns were strong) to highly contentious (when performance fell short of benchmark). Luckily for my students , their investment returns have been quite good and their presentation was well received by the board 😉.

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FGCU students attend Chartered Market Technician (CMT) conference in Tampa, FL.

It's been a busy week for FGCU students! After attending the CFA Society of Naples Forecast Dinner (featuring keynote speakers Tom Lee of FundStrat and Meghan Shue of Wilmington Trust), several FGCU students then made the 2 1/2 hour drive up to Tampa to attend the CMT Association Midwinter Retreat.

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FGCU's Eagle Fund portfolios post strong returns in 2023

Rebounding from a down year in 2022, FGCU Eagle Fund students generated strong absolute returns across all portfolio strategies in 2023. Benchmark relative returns were mixed, however, as our Small/Midcap Value ('SMID') portfolio significantly outperformed its benchmark, while the Large Cap Core Equity and Investment Grade Bond portfolios both just slightly missed the mark. Longer term results (3, 5, and 7 years) remain outstanding on an absolute, benchmark relative, and risk adjusted basis.

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FGCU Eagle Fund students interview Barron's reporter Carleton English

Last week, FGCU Eagle Fund students had the pleasure of interviewing Barron's financial sector reporter Carleton English. Our students learned how Carleton develops her stock ideas and conducts due diligence by interviewing company management , Wall Street analysts and 'buy side' investors. We discussed Carleton's recent articles on First Citizens BancShares (a recent new stock addition to the FGCU Eagle Fund ) along with various other financial stocks held in our portfolios. Thank you Carleton for your excellent insight into the roles and responsibilities of a financial news reporter.

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FGCU team finishes 1st in national Student Managed Investment Fund Competition

Florida Gulf Coast University's Eagle Fund team finished in first place in the 2023 Student Managed Investment Fund Consortium’s national competition held October 5th and 6th in Chicago. Congratulations to FGCU student analysts / portfolio managers Paul Reisinger, Lily Hobson, Adam Mirzoev and Ben Hermiston on this amazing accomplishment.

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FGCU’s Student Managed Small/Mid Cap Value Equity strategy celebrates its 3-year anniversary.

We are proud to share this important milestone achievement. Since its inception in September 2020, FGCU’s Student Managed Small/Mid Cap Value “Smid” strategy has seen assets grow from an $110,000 initial donor gift(s) to over $151,000 currently.   Over the past 3 years, the portfolio has delivered impressive investment performance on an absolute, benchmark relative, and risk adjusted basis.

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FGCU Eagle Fund - The importance of the “Sell Discipline”

When I was managing money professionally, I allocated more time and resources towards monitoring existing portfolio holdings than new stock research.  I looked at it this way…. If I missed out on a new stock idea…. I may forgo an opportunity…. However…. if I failed to identify a problem with one of my existing holdings…. I’d likely lose real money for my client.  Simply put, I’d rather forgo an opportunity than lose money.

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FGCU team finishes 3rd in Student Investment Tournament

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.

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Eagle Fund students present 2022 investment results to the FGCU Foundation

FGCU's Student Managed Investment Fund ("Eagle Fund") manages $800k in equity and bond portfolios on behalf of the FGCU Foundation. Today, Eagle Fund students presented their 2022 investment results to the Foundation's investment committee. Student analysts / portfolio managers Xhesi Tase, Jessica Garciduenas, Ben Hermiston, and Paul Reisinger reviewed the Eagle Fund's investment philosophy, process, performance, attribution, current portfolio positioning and future outlook. Foundation committee members commended the students for the strong portfolio returns and an excellent presentation.

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FGCU’s Eagle Fund posts strong relative performance in 2022

All three of FGCU’s Student Managed Investment Fund (aka “Eagle Fund”) portfolios posted above benchmark results in 2022, continuing a trend of outperformance in recent years. While negative absolute returns are never appetizing……. “Losing Less” than the benchmark in bear markets is just as important as "Making More" in bull markets in terms of creating a strong long-term investment track record over multiple market cycles.

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It was Warren Buffett Week at FGCU's Eagle Fund class

This semester, FGCU Eagle Fund students were each assigned a classic investment book either written about or recommended by arguably the greatest investor of all time, the 'Oracle of Omaha', Warren Buffett. We learned that Buffett was heavily influenced by his teacher and mentor, Benjamin Graham, as well as the writings of Philip Fisher. In fact, Buffett was often quoted saying his "investment style was 85% Graham and 15% Fisher".

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FGCU's Eagle Fund posts strong 2021 investment results

FGCU’s Student Managed Investment Fund (“Eagle Fund”) ended 2021 on a strong note, with assets under management exceeding $830k, up over 30% from 2020’s level. Strong equity market returns, benchmark beating results across most student managed strategies, and donor gifts all contributed to the rise in assets.

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It was Peter Lynch week at FGCU's Eagle Fund Investment Class

I read “One Up on Wall Street” in 1990 when I was the same age as many of my current students.  I had just graduated from college and was about to start my first job as a research analyst. I read the book cover to cover in just 2 days. I remember how this book helped ignite my passion for stock investing at a young age.  After re-reading the book recently, I was surprised how much of it I wound up incorporating into my own investment philosophy, process, and overall career.

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Eagle Fund Students & Alumni
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EAGLE FUND STUDENTS & ALUMNI...
WHERE ARE THEY NOW?

Fall 2024

Nicholas Malik

Nicholas Malik is a senior majoring in Finance with a concentration in Financial Analysis/Management and a minor in Economics. His expected graduation date is Fall of 2024. During this past summer, Nicholas interned at Moran Wealth Management where he Conducted extensive quantitative research to identify the best stock selection techniques within the Russell 1000 Value and Growth Indexes over the past 25 years and helped design new Large Cap Value and Growth model stock screens. This semester Nicholas will be a Portfolio Manager for the Eagle Fund working with analysts across all sectors focusing on portfolio positioning, sector weightings, position monitoring, sell discipline / replacement process, and risk management. Nicholas is interested in pursuing a career in the Hedge Fund or Private Equity industry. Outside of academics Nicholas enjoys golfing, running, and spending time with his family and friends.

Andrew Garner

Andrew Garner is a senior majoring in Finance with a concentration in Financial Analysis and Management. His expected graduation date is Fall of 2024, after which he plans to pursue a career in Private Wealth Management as well as attain designations such as a CFA and CFP. In August, Andrew completed the Asset and Wealth Management Summer Analyst Program for J.P. Morgan Private Bank in Naples, where he will be returning full time in January. At J.P. Morgan, Andrew plays a role in constructing individualized portfolios and helping private clients achieve their desired financial outcomes. Throughout this semester, he will be a Portfolio Manager for the Eagle Fund where he will work with analysts from all sectors to select outperforming securities and be in charge of overall asset allocation in the large cap portfolio. Outside of his academics, Andrew owns and operates a mobile car detailing company and enjoys exercising, fishing, and spending time with family.

Brandon Bowens

Brandon Bowens is a senior majoring in finance with a concentration in analysis and management. Upon graduating in Spring 2025, he plans to stay in the Fort Myers area and pass his CFA Level 1 Exam. Brandon intends to utilize various resources, such as the Lutgert Mentorship Program, Eagle Fund, and FGCU professors to determine which avenue of finance he wishes to pursue, but has shown interest in wealth management. Involved in the CFA Society of Naples and FGCU Stock Club, Brandon believes extracurricular clubs are a great way to learn new skills pertaining to his career development. He is responsible for the financials, real estate, and utilities sectors of the FGCU Eagle Fund. Brandon owned and operated a pressure-washing business for three summers and enjoys lifting, reading, and spending time with his family.

Brandon Hill

Brandon Hill is a senior double majoring in Economics and Finance with a concentration in Financial Analysis and Management. He is expected to graduate in Fall 2025. Upon graduation, his goal is to start a career as a Financial Analyst working towards being a Portfolio Manager and to become a CFA charter holder. For the Eagle Fund, Brandon is responsible for the Consumer Discretionary and Communication Services sectors. In his free time, Brandon also enjoys cooking, reading, traveling and spending time with family and friends.

Don Le

Don Le is a senior majoring in Finance with a concentration in Financial Analysis & Management. He is expected to graduate in Fall 2024, after which he plans to pursue his CFA and CFP designations. Don’s career interests include asset management, investment banking, and private wealth management. Don is actively involved in the FGCU community, serving as the current President of the FGCU Student Trading Optimization Club (STOC), a student-member of the CFA society of Naples, and a mentee in the Lutgert Mentorship program. For the Eagle Fund, he is responsible for managing the Industrials, Materials, and Energy sectors. In his free time, Don enjoys going to the gym, cooking, reading, traveling, and spending time with his friends and family.

Isaac Williams

Isaac Williams is a senior majoring in Finance with a concentration in analysis and management. He expects to graduate spring 2025. Upon graduation, Isaac plans to go into corporate finance or become an analyst. He also plans to pursue a CFA license after. For the eagle fund, Isaac manages the technology sector. Isaac is involved with the STOC club as a secretary and the Black Student Association. In his free time, he enjoys baking, basketball, lifting weights and gaming.

Isaiah Brownman

Isaiah Brownman is a senior majoring in Finance with a concentration in Financial Planning and minoring in Music. He is expected to graduate Fall 2024. He is interning with HBKS Wealth Advisors and plans to pursue a career in financial planning and personal or corporate financial advisory by earning licensing such as the Series 65 and the CFP designation. Isaiah is responsible for the Health Care and Consumer Staples sectors in the Eagle Fund. Outside of his education in finance, Isaiah’s passions include playing the saxophone, staying active in the gym, spreading the love of the Lord on campus, and, recently, golfing.

Justin Claussen

Justin Claussen is a senior majoring in Finance with a concentration in analysis and management! He is expected to graduate this fall of 2024. After graduation, he aspires to work as an equity research analyst or in a client-facing role as a financial advisor. He will also be attaining his CFA charter and CFP designation. He has the opportunity to intern at Capital Wealth Advisors throughout summer 2024 where he played the role of an analyst and got the opportunity to work side by side with the investment committee and the CIO. Justin is a member of the STOC club and the CFA Society of Naples. This semester, Justin will manage the energy, materials, and industrial sectors. Outside of the classroom, Justin loves to exercise, go fishing, play pickleball, and spend quality time with family and friends.

Lauren Kazmierczak

Lauren Kazmierczak is a senior studying Finance with a concentration in Financial Analysis and Management. She is expected to graduate in the Spring of 2025. After graduation, Lauren plans to stay in Naples and pursue a career in wealth management. She also plans to become a CFA Charterholder and is currently a CFA Society Naples student member. For the Eagle Fund, Lauren is responsible for the Healthcare and Consumer Staples sector. Lauren recently completed an internship with Moran Wealth Management as a Research Analyst this past summer and is interning with Tamiami Angel Funds this semester. She has also completed the Lutgert Mentorship Program in Spring 2024 and was the CFA Society Naples Scholarship Recipient. In her free time, she enjoys spending time with family and friends, running, and traveling.

Makenna Presley

Makenna Presley is a senior majoring in Finance with a concentration in Financial Analysis and Management with a minor in Political Science. She is expected to graduate in the Spring of 2025, after which she plans to pursue a career in Wealth Management as well as attain both the CFA and CFP designations. Upon graduation she plans to start her career with Fidelity Investments working to obtain all of her different licensing. Makenna has completed an internship with HBKS Wealth Advisers, specifically apart of their Retirement Planning Unit. She also completed an internship with Fidelity Investments in their Orlando Investor Center. For the Eagle Fund, she helps manage both the Healthcare and Consumer Staples sectors. Outside of academics, she enjoys exercising, going to the beach, traveling and spending time with family and friends.

Maria Belen Findley

Maria Belen Findley, a first-generation college student majoring in Financial Analysis & Management, will graduate in May 2025. She has completed two internships at Wells Fargo, gaining valuable experience as an intern analyst. After graduation, Belen plans to pursue a career as a Wealth & Investment Management Analyst in the Banking, Lending & Trust sectors. At the Eagle Fund, she contributes to managing the industrials and energy sectors. Outside of academics, Belen is dedicated to volunteering with Techo and enjoys cooking, exploring new cultures, traveling, and swimming.

Michael Lee

Michael Lee is a senior majoring in Finance with a concentration in Financial Analysis and Management. After graduation, Michael wishes to pursue an IB or equity analyst career and aims to get his CFA Charter. For the Eagle Fund, he assists with research on the Financials, Utilities, and Real Estate sectors. Some of Michael’s hobbies during his free time include Formula 1, cars, and tennis.

Natalie Plante

Natalie Plante is a senior double majoring in Finance (with a concentration in Financial Analysis and Management) and Data Analytics and Informatics (with a focus on Data Analytics) and is a proactive individual with clear long-term goals. She anticipates graduating in Spring 2025 and is planning to complete a quantitative analytics internship. Her ambition extends to earning a Master's in Computer Science and obtaining CFA and CQF certifications. Natalie's leadership skills are evident in her role as the treasurer of the National Society of Leadership and Success (NSLS), where she is actively involved, placed on the Lutgert College of Business Dean's List, and the Lutgert Mentorship Program. Her internship with Arthrex, completed in March 2024, provided her with valuable experience in financial data analysis and process optimization. In her free time, Natalie enjoys playing chess and pickleball.

Nicholas Mortellito

Nicholas Mortellito is a senior majoring in finance, with plans to graduate in spring of 2025. He has experience working in auditing at Novogradac & Company and is considering pursuing either the CFA or CPA certification. Nicholas is passionate about health and fitness, spending much of his free time lifting weights and staying active. He also enjoys investing, outdoor activities, and spending time with family and friends. In addition to his academic and professional pursuits, Nicholas looks forward to advancing his career in either accounting or finance while potentially exploring opportunities in coaching and bodybuilding.

Patrick O'Grady

Patrick O'Grady is a senior majoring in Finance with a focus in Financial Analysis & Management. He is expected to graduate in Fall 2024. After graduation, he is seeking to pursue his career as a financial analyst. For the Eagle Fund, Patrick helps to manage the Technology sector. In his free time Patrick enjoys exercising and spending time with friends and family.

Paulo Calarge Neto

Paulo Calarge Neto is an international student from Brazil majoring in Finance with a concentration in Financial Analysis. He is a senior and will be graduating in Spring 2025. Currently, he works as an Operations intern for BTG Pactual, one of the largest investment banks in Brazil, which operates as a broker-dealer in the United States. In the Eagle Fund, Paulo will be managing the Utilities, Real Estate, and Financial sectors. Within the field of finance, he is particularly interested in Wealth Management, Sales and Trading, and Private Equity. Outside of his academic and professional commitments, he enjoys playing tennis, going to the beach, and collecting records.

Ryan Edwards

Ryan Edwards is a junior double majoring in Finance and Economics. This upcoming summer he will be working at JP Morgan Private Bank in Greenwich, Connecticut. Ryan writes a dual weekly blog about the economy and financial markets. He has also hosted many interviews for his blog with individuals in the investment management space, including Liz Ann Sonders, Tom Lee, and Josh Brown. For the Eagle Fund, Ryan helps manage the Communication Services and Consumer Discretionary sectors. In his free time, he likes to read, watch and play sports, and spend time with family and friends.

Will O’Boyle

Will O’Boyle is a senior majoring in Finance with a concentration in Financial Analysis and Management. For the Eagle Fund, Will is tasked with the analysis and monitoring of the technology sector. Will is expected to graduate in December of 2024. After graduation, he plans to pursue a career in futures markets after gaining experience at CME Group over past summers. Additionally, he plans work toward a CFA charter. Outside of his academic endeavors, Will enjoys playing golf, cooking, and spending time with his family and friends.

Spring 2024

Brett Becker

Brett Becker is a senior double majoring in Accounting and Finance. He is expected to graduate in the Spring of 2024. After graduation, Brett has an internship with BDO in Miami and will simultaneously pursue his masters degree in Accounting and a CPA license. His long-term goal is to build a career in investment banking with a focus in equity capital markets. For the Eagle Fund, Brett is responsible for the Energy, Industrials, and Materials sectors. Outside of his academic and professional pursuits, he enjoys playing tennis, exploring new business ideas, and above all else spending time with his friends and family.

Chelsie Belland

Chelsie Belland is a senior majoring in Finance with a concentration in Financial Analysis and Management. She is expected to graduate in Spring 2024. Upon graduation, her goal is to start a career as an analyst and to become a CFA charter holder. For the Eagle Fund, Chelsie is responsible for the consumer discretionary, technology, and communications sectors. In addition to her passion for the world of investing, Chelsie enjoys traveling and spending time with family.

Cazimy Coulanges

Cazimy Coulanges is a senior with a dual major in Finance and Accounting. For the Eagle Fund, he is responsible for the Consumer Staples and Health Care sector. Cazimy is expected to graduate in December of 2024 and plans on pursuing a CFA charter and CPA license thereafter. In his free time, he enjoys reading and listening to news about the financial markets and loves to lift weights! In addition to being the current President of the FGCU Accounting Society, Cazimy is also a student-member of Beta Alpha Psi and CFA Society of Naples.

Jordy Fuentes

Jordy Fuentes is a first-generation college student pursuing a double major in Financial Analysis & Management and International Business Management. Graduating in May 2024, he will begin his career as an Investment Management Analyst for Bank of America – Merrill Lynch in New York City. Post-graduation, he plans to attain his CFA Charter. For the Eagle Fund, Jordy helps manage the Financials, Real Estate, and Utilities sectors. In his free time, Jordy enjoys to cook, play soccer, and travel.

Andrew Garner

Andrew Garner is a senior majoring in Finance with a concentration in Financial Analysis and Management. His expected graduation date is Fall of 2024, after which he plans to pursue a career in Private Wealth Management as well as attain designations such as a CFA and CFP. In May, Andrew will begin his role as an Asset and Wealth Management Summer Analyst for J.P. Morgan Private Bank in Naples, where he will play a role in constructing individualized portfolios and helping private clients achieve their desired financial outcomes. Throughout this semester, he will be managing the Industrials, Materials, and Energy sectors for the Eagle Fund. Outside of his academics, Andrew owns and operates a mobile car detailing company and enjoys exercising, fishing, and spending time with family.

Colton Hafer

Colton Hafer is a senior majoring in finance with a concentration in analysis and management. He is expected to graduate this spring 2024. For Eagle Fund he manages the healthcare and staples sector. After graduation, he expects to stay in Fort Myers and Naples area to pursue a career in financial management. Colton is involved in many extracurricular clubs believing it a great way to learn skills pertaining to his career development. These clubs include the CFA Society of Naples, the Lutgert Mentorship Program, and the accounting club. He was also part of the executive board of Pi Kappa Alpha when they were voted best overall chapter of the year. He believes this has helped shape his leadership skills in a work environment. Colton also completed an internship at Vtrips Vacation Rentals as a part of their financial analytics department which has taught him how to analyze information at an efficient rate using excel. When spending time on himself, Colton love to play basketball, golf, and workout with his friends.

Nicholas Malik

Nicholas Malik is a senior majoring in Finance with a concentration in Financial Analysis and Management and also a minor in Economics. His expected graduation date is December 2024. Before graduation, Nicholas would like to pass his CFA Level 1 Exam in November of 2024. His career interests include investment banking, private equity, hedge funds, and private credit. In his free time, Nicholas enjoys reading books, running, and spending time with his family.

Todd Reimet

Todd Reimet, Finance & Real Estate student at Florida Gulf Coast University, has gained hands-on experience in property management and acquisition through an internship at Éclat Investments. Holding a real estate license in NJ, he actively engages in transactions to contribute to the local market. As Founder and CFO of East To West Holdings LLC, Todd showcases his entrepreneurial spirit. Collaborating with his father, Mark Reimet CFP, he explores diverse financial opportunities. The synthesis of academic learning, practical application, and entrepreneurial endeavors positions Todd as a versatile professional in finance and real estate, ready to make meaningful contributions to both fields. In his free time, Todd enjoys surfing and pickleball.

Joshua Woodruff

Joshua Woodruff is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in the Spring of 2024. After graduation, he is looking to pursue a career as an analyst, as well as earn an MBA and a CFA charter. For the Eagle Fund, Josh helps to manage the Consumer Discretionary, Communications, and Technology sectors. In his free time, Josh likes to spend time with family, read, and is currently learning how to play the piano.

Fall 2023

Zach Brown

Zach Brown is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in the Fall of 2023. After graduation, Zach plans on pursuing a career in wealth management with a strong interest in Real Estate. For the Eagle Fund, Zach is responsible for researching the Technology sector. In his free time, Zach likes to golf, enjoys time with friends and family, and listening to podcasts.

Mitchel Coker

Mitchel Coker is a senior double majoring in Accounting and Finance with a concentration in financial analysis and management. His expected graduation date is December 2023. After graduation, Mitchel plans on obtaining an MBA as well as the CPA and CFA designations. Eventually, he would like to work in an advisory role for private middle market companies. In his free time, Mitchel enjoys reading, martial arts, and spending time with family.

Kenneth Georges

Kenneth Georges is a first-generation college student pursuing a double major in Financial Analysis & Management and International Business Management. With an expected graduation in December 2023, Kenneth wants to pursue a career in wealth management investments and attain a CFA charter. Outside of school, he works as an Investment Associate at Northern Trust and will continue working with them post-graduation. For the Eagle Fund, Kenneth helps manage the Energy, Industrials, and Materials sectors. Outside of work, Kenneth likes to spend time with friends, mountain bike, and travel.

Hunter Grand

Hunter Grand is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in Spring of 2024. Upon graduation, his goal is to start a career as an analyst and to become a CFA charterholder. For the Eagle Fund, Hunter manages the Financials, Real estate, and Utilities sectors. Outside of academics, Hunter enjoys golfing, going to the pool, and watching sports.

Josie Hoberman

Josie Hoberman is a senior pursuing a double major in Financial Analysis & Management and International Business Management. Graduating in December 2023, she will begin as an Analyst for J.P. Morgan Private Bank in Naples in the new year. She is an aspiring wealth management professional with a strong interest in helping clients reach their financial goals. In the coming years, she plans to sit for the CFP and CFA exams. For the Eagle Fund, Josie is responsible for the Energy, Industrials, and Materials sectors. Outside of work and school, Josie enjoys traveling, cooking, and spending time with family and friends.

Joshua Kerble

Joshua Kerble is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in Fall 2023 and is pursuing a career in wealth management following graduation. He also plans to become a CFA charter holder and or CFP charter holder. For Eagle fund he manages the staples healthcare and utilities sector. Outside of school on his free time he enjoys going fishing, working out, golfing, and spending time with friends and family.

Juan Mogna

Juan Mogna is a senior double majoring in Finance with a concentration in Financial Analysis and Management, and Analytics & Informatics with a concentration in Data Analytics. His expected graduation date is May 2024. Juan's goal after graduation is to be employed by an investment firm as a financial or risk analyst. For the Eagle Fund large-cap portfolio, he is responsible for the Real Estate, Financial, and Utilities sectors. In addition to his passion for the world of investing, Juan enjoys playing soccer, and spending time with friends and family.

Nick Panfen

Nick Panfen is a senior majoring in finance with a concentration in analysis and management. Graduating in spring 2024, Nick plans to stay in the Fort Myers or Naples area and use resources such as the Ludgert Mentorship program, Eagle Fund and the perspicacious professors to narrow down which avenue of finance he wants to pursue. Involved in the CFA Society of Naples, FGCU Stock Club and the FCGU Accounting Society, he believes that through involvement in a multitude of organizations the finance world and clients will lead him to his calling. Nick is the current chair of Membership Development of the Pi Kappa Alpha Fraternity. He also completed an internship with Engel & Völkers; the Naples office is the master license partner of 48 brokerages throughout Florida. A family-oriented man, nick enjoys being surrounded by friends and family, reading philosophy and mentality books, and pushing his physical limits.

Luke Pitcher

Luke Pitcher is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in December of 2023. In Eagle Fund, he is responsible for the communications and consumer discretionary sectors. After graduation, Luke plans on pursuing a career as a financial planning. After graduation he will move back to Chicago where he is from, and start his finance career where he hopes to be able to start building up his client list. In his free time he loves to play golf, spend time with his girlfriend and watch sports with friends.

Matthew Rissin

Matthew Rissin is a Senior at FGCU, and he is majoring in Finance, with a concentration in Financial Services. Additionally, he is expected to graduate in the Spring of 2024. He is looking for a career in portfolio management and creating a non-profit organization in regard to the ocean's health around the world. In his free time, Matthew enjoys playing the guitar, daily weightlifting, golfing, and more.

Andrea Santana

Andrea Santana is a senior double majoring in Economics and Finance with a concentration in Financial Analysis and Management. She is expected to graduate in the fall of 2023, after which she plans to pursue a JD and work in the economic policy field. For the Eagle Fund, Andrea is responsible for the consumer discretionary and communications sectors. She is an undergraduate research assistant at the Regional Economic Research Institute. In her free time, she enjoys traveling and spending time with family.

Dawson Zahorian

Dawson Zahorian is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in May of 2024, and has interest in private wealth management. For the Eagle Fund, Dawson is responsible for the Healthcare and Consumer Staples sectors. Outside of his academics, Dawson plays ice hockey for FGCU’s Division II hockey team, enjoys fitness, listening to podcasts, and being with his family and friends.

Spring 2023

Brady Durkin

Brady Durkin is a senior double majoring in Finance and Accounting with a concentration in financial analysis and management and accounting data analytics. Brady's expected graduation date is May 2023. Upon graduation, Brady is going to pursue the CPA certification. Brady is looking for opportunities in financial analysis or a role that combines finance and accounting. Brady's goal is to become a controller. For the Eagle Fund, Brady manages the Technology sector. During Brady's free time, he enjoys golfing, going to the gym, and playing basketball.

Arnie Gillard

Arnie Gillard is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in the summer of 2023. After graduation, Arnie plans on pursuing a career as a financial analyst. Eventually, he wants to work toward his MBA. For the Eagle Fund, Arnie is responsible for researching the Communication Services and Consumer Discretionary sectors. In his free time, Arnie enjoys golfing and reading.

Nathan Gracey

Nathan Gracey is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in Fall of 2023, and his goal is to start his career at a wealth management firm upon graduation. For the Eagle Fund, Nathan manages the Consumer Discretionary and Healthcare sectors. Outside of academics, Nathan enjoys weight lifting, reading, and traveling with friends and family.

Lily Hobson

Lily Hobson is a Junior double majoring in Economics and Finance with a concentration in Financial Analysis and Management. She is expected to graduate in spring of 2024. Lily plans to pursue a career in wealth management. For the Eagle Fund, she is in charge of the Technology sector. Outside of class, Lily enjoys spending time with family and friends, running, visiting theme parks, and listening to podcasts.

Daniel Lawrence

Daniel Lawrence is a first-generation international student majoring in Finance with a concentration in Real Estate. He is expected to graduate in the summer of 2023. Daniel is an aspiring Wealth Manager with a strong interest in Real Estate and the currency market. He plans to pursue an MBA to further align himself with his field of study. Daniel is a teaching assistant for the Eagle Fund class and a Bloomberg Lab Monitor. Daniel's other involvements included being the Vice president for the Upsilon Sigma chapter of Alpha Phi Alpha Fraternity, Inc , The presiding president of FGCU collegiate 100, FGCU University ambassador and an Eagle I ambassador. Daniel enjoys trading in the currency market where he aims to trade for a prop firm in the future once he has developed his trading skills.

Ally LeBeau

Ally LeBeau is a senior majoring in Finance with a concentration in Financial Analysis and Management. She is expected to graduate in Spring of 2023. Upon graduation, her goal is to start a career as an analyst and to become a CFA charterholder. For the Eagle Fund, Ally manages the Staples, Healthcare, and Utilities sectors. Outside of academics, Ally enjoys reading, going to the pool, and watching Formula One.

Adam Mirzoev

Adam Mirzoev is a senior majoring in Financial Analysis and Management, minoring in French. He is also fluent in Russian and has proficiency in Spanish. His expected graduation is December 2023, after which he plans to pursue a JD-MBA and work in corporate/business law. He is responsible for the materials, energy and industrial sectors of the Eagle Fund portfolio. In his free time, he enjoys fishing, cooking, travelling and going to the range.

Santiago Mosquera

Santiago Mosquera is dual-majoring in finance and accounting with a minor in real estate. He would like to work in investment banking or portfolio management in his career. He looks to attain both a CPA and a CFA later in his career. For the Eagle Fund, Santiago is responsible for the consumer discretionary and communications sectors. He enjoys to play baseball, workout, and spend time with friends and family in his free time.

Zachary Raymond

Zachary Raymond is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in May 2023. After graduation, Zach plans on pursuing a career as a financial analyst and working towards becoming a CFA charter holder. For the Eagle Fund, Zach is responsible for researching the Energy, Materials, and Industrials sectors. In his free time, Zach enjoys reading, video games, and playing guitar.

Daniel Yakhin

Daniel Yakhin is a senior dual-majoring in Accounting and Finance with a concentration in Analysis and Management. He is expected to graduate in May 2024. Upon graduation, Daniel will pursue a Master of Business Administration. Daniel's goal is to get his CPA designation and to one day become the owner of his own business. Daniel is responsible for the Energy and Materials sectors in the Eagle Fund large-cap portfolio. In his free time, Daniel enjoys reading, playing sports, going to the gym, and spending time with friends and family.

John Carlos (JC) Yates

John Carlos (JC) Yates is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in Spring of 2023. After graduating, he plans on using his business knowledge and analytical skills to help grow his family business. For the Eagle Fund large-cap portfolio, JC is responsible for the Real Estate and Financial sectors. In his free time, JC enjoys playing volleyball, going to church events, and spending time with his friends and family.

Alexa Jean-Poix

Alexa Jean-Poix is a bilingual senior majoring in Finance with a concentration in Financial Analysis and Management. Her expected graduation date is in May of 2023. Jean-Poix has plants to work in a company that will jumpstart her career in finance , real estate or wealth management and is open to all types of sectors. She fluently speaks English and Creole. She is a small business owner full time who enjoys planting, cooking, reading, and learning new things.

Fall 2022

Paula Beltran

Paula Beltran is a senior double majoring in Finance and Supply Chain Management. My expected graduation date is December 2022. I am looking for opportunities in Wealth Management after graduation. My goal is to become a Financial Advisor and Portfolio Manager, and eventually become a CFA and CFP. During my free time, I enjoy spending time with my family and friends, running, traveling, and keeping myself up to date with the business world.

Brandon Blanco

Brandon Blanco is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in December of 2022. Brandon is an aspiring Financial Analyst with a strong interest in Investment Analysis. He plans to pursue his CFA upon graduation to further align himself with his field of study. For the Eagle Fund large-cap portfolio, Brandon is responsible for the Real Estate, Financial, and Industrial sectors. In his free time, Brandon enjoys watching Football (Go Dolphins!), going to various theme parks (Disney is a favorite), and spending time with his friends and family.

Eftina Coma

Eftina Coma is a bilingual senior majoring in Finance with a concentration in Financial Analysis and Management. Upon graduating in December 2022, she plans to work in wealth management or private equity. In the future, she intends to pursue a Master’s in Business Administration. She is responsible for the Financials, Reals Estate, and Industrials sectors in the Eagle Fund. Eftina enjoys reading, painting, and practicing horticulture in her free time.

Parker Davis

Parker Davis is a senior majoring in Finance with a concentration in Financial Analysis and Management, with an expected graduation date of December 2022. After graduation Parker plans on pursuing a career as a financial analyst. For the Eagle Fund, Parker is responsible for researching the Communication Services and Consumer Discretionary sectors. In his free time, Parker enjoys playing sports, fantasy football, reading, and traveling.

Jessica Garciduenas

Jessica Garciduenas is a senior majoring in Finance with a concentration in Financial Analysis and Management. She is expected to graduate in Spring of 2023, and her goal is to start her career at a private equity or wealth management firm upon graduation. Jessica is bilingual in both English and Spanish and can fluently speak, write, and read both languages. For the Eagle Fund, Jessica manages the Consumer Discretionary and Healthcare sectors. Outside of academics, Jessica enjoys reading, weight lifting, playing tennis, and traveling with friends and family.

Ben Hermiston

Ben Hermiston is majoring in finance with a concentration in financial analysis, a minor in real estate, and economics. One of my goals post-graduation is to find a company where I can continue to learn as I start my career while having diversified projects to work on. This will hopefully be in an analyst role or something similar. I have completed internships in the wealth management field so there is a passion for that sector as well. Something about me is I am on the cross-country team on campus, president of the athletics department, and vice president of the ASUN conference.

Jared Laufman

Jared Laufman is a senior majoring in Finance with a concentration in Financial Analysis. He is expected to graduate in December of 2022. Jared’s goal upon graduating is to be a Financial Analyst and to pursue a master’s degree. For the Eagle Fund large-cap portfolio, Jared is responsible for the Basic Materials, Energy, and Industrials sectors. During his free time, he enjoys trading stock, playing guitar, fishing, and spending time with friends and family.

Brandon Moe

Brandon Moe is a senior majoring in Finance with a concentration in Financial Analysis and Management. He is expected to graduate in May of 2023. Brandon is in pursuit of a career working with Private Equity or Wealth Management. For the Eagle Fund, Brandon manages the Consumer Discretionary, and Telecommunications sectors. In his free time, he enjoys reading, fishing, hanging out with his family and friends, and watching sports.

Edgar Santana-Mondragon

Edgar Santana-Mondragon is a senior dual-majoring in Finance with a concentration in Analysis and Management and Management with a concentration in Human Resource Management with a minor in Economics. He is expected to graduate in December 2022. Upon graduation, Edgar will pursue a Master of Science degree in Finance. Edgar's goal is to become a CFA charterholder and to one day become a securities analyst. Edgar is responsible for the energy and materials sectors in the Eagle Fund large-cap portfolio. In his free time, Edgar enjoys managing his own portfolio, listening to music, and looking after his cattle.

Xhesi Tase

Xhesi Tase is a senior majoring in Finance with a concentration in Financial Analysis and Management and a minoring in Economics. His is expected to graduate in summer 2023. His goal upon graduation is to become an equity research analyst or credit analyst. He plans to pursuit the CFA designation. For the Eagle Fund, Xhesi is focused on researching the Information Technology sector. During his free time, he enjoys hobbies such as reading classical literature, running, strengthening skills in Excel and VBA, and learning more about investing.

Summer 2022

Fabrino Cerda

Fabrino Cerda is a senior majoring in Finance with a concentration in Financial Analysis and Management and a minor in Real Estate. Originally from the Dominican Republic, he is well-versed in English as well as Spanish. His goal upon graduation is as a potential Financial Analyst. For the Eagle Fund, Fabrino is focused on researching sectors including Information Technology and Utilities. On his free time he enjoys participating in hobbies such as road traveling, working out, reading, and learning new skills like coding.

Nicholas Korn

Nicholas Korn is a senior majoring in Finance with a concentration in financial analysis and management. He is expected to graduate in August of 2022. Nicholas is in pursuit of a career working with private equity or wealth management. For the Eagle Fund, Nicholas manages the Consumer Staples, Consumer Discretionary, and Healthcare sectors. In his free time, he enjoys fishing, working out, and detailing his car.

Pavel Martinez

Pavel Martinez is a senior majoring in Finance with a concentration in Real Estate Finance. He is expected to graduate in December of 2022. Pavel is an aspiring real estate enthusiast looking to begin his post-graduation career in the analytics side of real estate. He is responsible for the Real Estate, Financials, and Industrials sectors in the Eagle Fund. In his free time, Pavel enjoys playing basketball, watching basketball, working out, and managing his investment portfolio.

Paul Reisinger

Paul Reisinger is a senior majoring in Accounting. Upon graduation in the summer of 2023, he plans to pursue a master's degree, a CPA license, and eventually to become a CFA charterholder. For the Eagle Fund large-cap portfolio, Paul is responsible for the communication services, energy, and materials sectors. During his free time, Paul enjoys reading, painting, spending time with his family and friends, and learning about investing.

Spring 2022

Andres Cambiaso

Andres Cambiaso is a senior majoring in Finance with a concentration in Financial Analysis and Management. He also has an associate degree in Business Administration and Management. Post-graduation in May of 2022, Andres is in the pursuit of beginning his career as a financial analyst and pass the CFA Level 1 designation exam in August 2022. For the Student Managed Investment Fund, Andres and his team are responsible for the Financial, Energy, Industrial, Material and Real Estate sectors. In his free time, Andres enjoys reading books about personal growth, going to the beach, and exercising.

Matthew Evans

Matthew Evans is a senior majoring in Finance with a concentration in financial analysis and management. He is expected to graduate in May of 2022. Matthew has accepted a job post-graduation at Fifth Third Bank, where he will be in a credit analyst role. He also intends to pursue a Master’s in Business Administration. For the Eagle Fund, Matthew manages the Consumer Staples, Healthcare, and Utilities sectors. In his free time, he enjoys working out, playing basketball, and investing his own money.

Ashley Heitz

Ashley Heitz is a senior majoring in Finance with a concentration in financial analysis and management. Her goal upon graduation is to start a career as a financial analyst. For the Eagle Fund, Ashley is focused on researching sectors including Energy, REITs, Materials, Financials, and Industrials. In her free time, Ashley enjoys spending time with her family and friends, being outdoors, and investing her own money.

Amir Iqbal

Amir Iqbal is a senior majoring in finance with a concentration in financial analysis and management. He is expected to graduate in fall 2022. His goal after graduation is to pursue a career in corporate finance possibly starting out in an analyst role. Amir plans to attend graduate school after completing his undergraduate degree to earn either an MBA or an MSF. For the Eagle Fund, Amir and his team have focused on researching the Information Technology and Communication Services sectors. In his free time besides keeping up with financial markets news, Amir has been learning programming languages such as python. He also enjoys watching soccer and playing soccer.

Logan Renner

Logan Renner is a senior majoring in finance with a minor in music. He is currently studying for the CFA Level I exam with the goal of becoming a charter holder by 2024. Logan is planning to pursue a career in investment banking, with long term aspirations in the public sector. In the Eagle Fund, his team is responsible for the consumer discretionary, consumer staple, healthcare and utilities sectors. Outside of work and his studies, Logan enjoys playing the violin, hiking, and collecting records.

Sawyer Sutter

Sawyer Sutter is a senior majoring and Finance with a concentration in Financial Services. With an expected graduation of May 2022, Sawyer is in pursuit of a career as an asset manager or equity analyst. Ultimately, he plans to obtain his CFA designation to become a financial advisor. Sawyer is responsible for researching Information Technology and Communication Sectors in the FGCU Eagle Fund stock and bond portfolio. In his free time Sawyer enjoys traveling, hiking, fishing, watching sports, and managing his own portfolio.

Fall 2021

Victoria Avila

Victoria Avila is a senior majoring in Finance with a concentration in financial analysis and management. She is expected to graduate in the Summer of 2022. Her goal upon graduation is to start a career as a financial analyst where she will focus on budgeting and help companies become more sustainable. For the Eagle Fund, Victoria is focused on researching sectors including Utilities, REITs, Materials, and Industrials. In her free time, Victoria enjoys spending time with her family and friends, being outdoors, and investing her own money.

Vera Cohen

Vera Cohen is a senior dual majoring in Finance and Accounting. Vera is expected to graduate in December 2022. She is studying for the CFA level 1 February exam and was awarded a scholarship by CFA Institute. After graduation, she would like to be employed by a financial services firm to work as a financial advisor. Vera is fluent in Russian.

Alexander Dietz

Alexander Dietz is a senior at Florida Gulf Coast University studying Finance, with an expected graduation date of May 2022. Some of his goals after graduation are to be employed by a investment management firm as a financial analyst along with investing in commercial real estate. Alex is currently managing the Financials and Consumer discretionary sectors of the FGCU eagle fund stock and bond portfolio. In his free time Alex likes to go to the gym, the beach and spend time with friends.

Miguel A. Garcia

Miguel A. Garcia is a senior majoring in Finance with a minor in Economics, with an expected graduation date of May 2022. His goal after graduation is to become a financial analyst at a financial services company. Miguel aspires to be a CFA charterholder and plans to register for the CFA Level I exam in Spring 2022. Additionally, he is a member of Beta Alpha Psi and serves on the Lutgert Student Advisory Board. For the Eagle Fund, Miguel and his team have focused on researching the Information Technology and Communication Services sectors. Besides keeping up with financial markets news, he enjoys reading personal development books, exercising, watching sports, and spending time with his family.

Diego Menendez

Diego Menendez is a Senior with an expected graduation date of May 2022. At the moment he is currently studying for his SIE exam. His goal after graduating next year is to become a financial risk analyst with the hopes of obtaining the CFA level 1 title. Diego's end goal for his career is to become a portfolio manager or a financial advisor. Diego is responsible for researching and analyzing the energy, utilizes, materials, industrials, REITs, and real estate sectors. In addition to school, Diego works a full-time job. In his free time, he enjoys basketball, fishing, working out, and traveling.

Alyssa Orlikowski

Alyssa Orlikowski is a senior, dual majoring in Finance and Economics. She plans on graduating in Spring 2022 from Florida Gulf Coast University, and taking the CFA Level 1 exam shortly after. Her goal after graduation is to become a financial analyst while completing her Masters in Finance, and then go on to become a portfolio manager. For the Eagle Fund, Alyssa focused on the communication and information technology sectors. In her free time, Alyssa enjoys going to the dog beach, cooking, and maintaining her own investments.

Claudia Taborga

Claudia Taborga is a senior, double majoring in Finance and Data Analytics. Post-graduation in December of 2021, Claudia is in the pursuit of beginning her career as an asset manager or equity analyst. Ultimately, she plans to obtain a Master's of Science in Quantitative Finance trailed by a CFA Level I designation. For the Student Managed Investment Fund, Claudia and her team are responsible for the Healthcare and Consumer Staples sectors. In her free time, Claudia enjoys traveling, learning new recipes, and is always on the hunt for the next great read.

Alberto Torres

Alberto Torres is a senior at Florida Gulf Coast University and is expected to graduate in December 2021 with a dual major in Finance and Economics and a minor in Real Estate. His goal after graduation is to be employed at an investment or financial services firm with the hope of becoming a portfolio manager. Once graduated, he plans to begin studying for the CFA and take the SIE exam. Alberto is currently covering the Healthcare and Consumer Staples sectors for the Eagle Fund. In his free time, Alberto enjoys learning about technology and investing his own money.

James Webb

James Webb is an FGCU Alumni that graduated in May of 2021 with a double major in Finance and Economics. He is currently pursuing a career as an equity research analyst and seeking to expand his investment researching skills through the Eagle Fund. For the Eagle Fund, James is responsible for researching the Communication Services and Information Technology sectors. In addition to continuing his education, James is seeking to acquire FINRA registration and CFA Level I candidacy for February 2022.

Summer 2021

Tyler Broadnix

Tyler Broadnix, is a senior majoring in Financial Management with an expected graduation date of December 2021. After graduation Tyler, is interested in the field of security analysis, with the end goal of becoming a portfolio manager. For the Eagle Fund, Tyler, is responsible for the real estate, financial, and utilities sector. In his free time he enjoys playing golf, speculating with personal funds in equity markets, and fishing.

Tim Day

Tim Day is a Senior majoring in Finance with a focus on real estate and plans on graduating Spring 2022. As a part of the Eagle Fund Tim focused on the Financials sector. Post-graduation Tim would like to work as a financial analyst and one day be a portfolio manager. Tim has been a Firefighter/Paramedic for the past 10 years with the City of Cape Coral Fire Department. In his free time he enjoys powerlifting, golfing and spending time with his wife, Beth.

George Fernandez

George Fernandez is a senior majoring in Finance with a concentration in Financial analysis and management. He has an expected graduation of May 2022. He is looking for a career as an equity analyst. George is currently covering the energy and industrial sectors in Eagle Fund. In addition to school, George works a full-time job. In his free time, George enjoys playing basketball.

Kyle Hemani

Kyle Hemani is a Senior at FGCU majoring in Finance with an expected graduation date of August 2021. In addition to graduating August 2021, he is a candidate for the CFA Level 1 August exam and was awarded a scholarship for the exam by the CFA Society of Naples. Kyle is currently covering the Information Technology sector in Eagle Fund. He is working towards a career in Portfolio Management and hopes to secure an entry level position as an Investment Analyst or Credit Analyst post graduation. In his free time, Kyle enjoys playing golf, watching sports, exercising, and playing chess.

Dylan Hoen

Dylan Hoen is a senior at Florida Gulf Coast University, and he is majoring in finance. He will be graduating in May 2022. After college Dylan will return home to Minnesota where he will become a partner with a Financial advisor for Ameriprise Financial. Currently Dylan is covering the healthcare and consumer staples sectors in the eagle fund.

Carter Kelly

Carter Kelly is a senior majoring in Finance and PGA Golf Management. He has an expected graduation of August 2021. His goal after graduation is to be employed by a financial services firm to work as a financial consultant or advisor. For the Eagle Fund, Carter has focused on researching the Communication Services sector. In addition to investment analysis, Carter enjoys spending time with his family and friends, playing golf, and summering in Old Forge, NY.

Jaslyn Marques

Jaslyn Marques is a junior at Florida Gulf Coast University, majoring in Finance with a concentration in Financial Services and minoring in Management and is expected to graduate in May 2022. Her goal after graduation is to be employed by a financial services firm to work as a financial advisor. For the Eagle Fund, Jaslyn has focused on the Healthcare and Consumer Staples sectors. Alongside finishing her degree, Jaslyn is pursuing her Security Industry Essentials (SIE) license. In her free time, Jaslyn enjoys trading her own money and spending time outdoors.

Daniel Murray

Daniel Murray is an upcoming senior at Florida Gulf Coast University majoring in Finance with a Financial Analysis and Management Concentration. Daniel currently covers the Technology sector for the Eagle Fund. His goal is to be employed by an investment management firm as a financial analyst after graduation. Daniel is the current Treasurer for Pi Kappa Alpha, he enjoys skiing, watching football, investing, and working out.

Esler Nicolas

Esler Nicolas is a senior at Florida Gulf Coast University who expects to graduate in December 2021 with a degree in Finance. His goal after graduation is to start a career in investment banking and eventually become a managing director at a firm. Esler has focused on researching the Energy, Materials, and Industrials sectors for the Eagle Fund. In his free time, Esler enjoys learning new skills in technology, spending time with family and friends, and exercising.

Alyssa Vetter

Alyssa Vetter is a senior dual majoring in Finance and Supply Chain Management. She is expected to graduate in December of 2021. Her goal after graduation is to become employed as a Portfolio Manager or Analyst by one of the top financial institutions within the SWFL area. She is actively studying for the CFA and hopes to take and pass it by the time she graduates. For the Eagle Fund, Alyssa focuses on the Communication and Consumer Discretionary sectors. In her free time, Alyssa enjoys spending time outdoors and watching her favorite sports teams.

Spring 2021

Fidel Antelo

Fidel Antelo is a senior at Florida Gulf Coast University, and he is majoring in finance. He will be graduating in May 2021. In addition to graduating in May 2021, he is a candidate for the CFA exam and will be taking the first level for the CFA in May 2021. Fidel is currently covering the energy and industrials sectors in Eagle Fund. He is working toward achieving his goal of becoming a portfolio analyst within his career. In addition to his education, Fidel has gained several years of experience working in sales as well as handling client relations in regard to their financial needs in the automobile industry.

Elizabeth Berg

Elizabeth Berg is a senior, double majoring in Finance and Management. She will be graduating in May of 2021, and seeks to be a financial advisor taking an analytical approach to financial plan development. For the Eagle Fund course, Elizabeth and her team are focusing on the Healthcare sector, which includes health care services, pharmaceuticals, and biopharmaceuticals. In her free time, Elizabeth enjoys studying classical piano repertoire, playing tennis, and reading classical literature and the writings of early economists.

Bryn Doherty

Bryn Doherty is a senior majoring in finance, with an expected graduation of May 2021. She plans on attending grad school after graduation to gain a dual masters in international business and finance. For the Eagle Fund, Bryn has focused on researching the healthcare sector. In addition to financial analysis, Bryn enjoys learning about the film and fashion industries with hopes of one day working in the industry while incorporating finance.

Casey Farrow

Casey Farrow is a senior majoring in Finance and minoring in Real Estate, with an expected graduation date of May 2021. Her goal after graduating is to pursue a career in asset management specializing in financial analysis. For the Eagle Fund, Casey and her team has focused on researching the Consumer Staples and Consumer Discretionary sectors. In addition to investment analysis, Casey enjoys educating her peers on corporate finance through FGCU’s Center of Academic Achievement. She also enjoys spending time outdoors and volunteering in her community.

Austin Hicks

Austin Hicks is a senior majoring in Finance with a concentration in Financial Services. He has an expected graduation of May 2021. His goal after graduation is to be employed by a financial services firm to work as a financial advisor. For the Eagle Fund, Austin has focused on researching the Information Technology sector and the Communication Services sector. In addition to investment analysis, Austin enjoys spending time with his family, playing soccer, and watching football.

A. John Michel

A. John Michel is a senior majoring in Finance, with an expected graduation date of May 2021. His goal after graduation is to be employed as a financial advisor. John is co-manager of the FGCU Eagle Fund ($400,000 stock and bond portfolio). He covers the consumer discretionary & staples sectors. In his free time, John enjoys surfing, wakeboarding, & snowboarding.

Arnae Molin

Arnae Molin is a senior majoring in Finance with a concentration in Management & Analysis and is expected to graduate in May of 2021. Her goal after graduation is to pursue a career as an equity analyst. For the Eagle Fund, Arnae has focused her research on the financial sector as well as the real estate sector. In addition to investment analysis, Arnae enjoys expanding her knowledge about the stock market and focusing on academic and career growth in any way she can.

Cooper Rosario

Cooper Rosario is a senior majoring in Finance with a Real Estate minor expected to graduate in May of 2021. He is aiming to start his career in investment banking or asset management and has primarily focused on covering the financial and real estate sector for the Eagle Fund. Most recently, he was selected to represent the Lutgert College of Business at the Junior Achievement of Southwest Florida’s Finance & Entrepreneurship student panel. Alongside finishing his degree, Cooper is pursuing his Securities Industry Essentials (SIE) license, as well as a Florida Real Estate License. When he’s not analyzing properties or companies, Cooper enjoys being out on the water boating and working at his family’s automotive dealership.

Gavin Schell

Gavin Schell is a senior at Florida Gulf Coast University studying Finance with a Financial Analysis and Management Concentration. His goal after graduation is to be employed by an equity analysis firm and to eventually become a professional portfolio manager. Gavin enjoys watching football, working out, and spending time outdoors.

Evan Shimkus

Evan Shimkus is a senior majoring in Finance. He is also pursuing a minor in Computer Information Systems as well. Currently, Evan is currently participating in the industrials and energy sector for the eagle fund. He is currently working towards being a portfolio analyst within his near future. His graduation date is currently set for May 2021. His goal after graduation is to pursue an avenue within the financial analysis region. In his free time, he enjoys playing sports as well as enjoying outdoor activities.

Doug Smith

Doug Smith is currently working towards his M.B.A. in Business Administration with a Management and Leadership Concentration. He expects to graduate in August of 2021 and pursue a career in private wealth management. Doug is also serving as a Graduate Assistant for the Lutgert College of Business in the Finance department assisting with faculty research and managing The Wasmer, Schroeder, & Company portfolio trading room. For the Eagle Fund, Doug is responsible for researching and executing trades for the Communication Services and Information Technology sectors. Doug enjoys investing and trading his own money and playing golf on the weekends.

Jade Tywang

Jade Tywang is a senior majoring in Economics and Finance, with an expected graduation of December 2021. Her goals after graduations are to be employed by a financial institution and work on achieving her CFA. For the Eagle Fund, Jade focuses on researching the Energy and Industrials sectors. In addition to financial analysis, Jade enjoys reading and going to the beach.

Michael Vega

Michael Vega is a senior at Florida Gulf Coast University and will be graduating in May 2021. He is looking for a career as an equity analyst. He is currently a CFA candidate and is taking the first exam in August 2021. Michael is a co-manager of the FGCU EagleFund, he covers the Health Care sector. He likes to invest in the stock market and get any chance he can to learn more about technical analysis.

Jessica Villafuerte

Jessica Villafuerte is a senior double majoring in Finance and Data Analytics and will be graduating in May 2022. Her ultimate goal is to work as a data analyst at an investment bank. For the Eagle Fund, she covers the technology and communication sectors. In addition to financial analysis, Jessica enjoys being outdoors and playing some sports, as well as working as a Business Finance Supplemental Instructor.

David Villarroel

David Villarroel is a senior majoring in Finance with a minor in Economics, with an expected graduation of December in 2021. His goal after graduation is to be employed by an investment management firm as a financial or risk analyst. He is currently a CFA Level 1 candidate and plans to take the exam in November of 2021. David has focused on researching the Financial and Real Estate sectors. In addition to his passion for the world of investing and the markets, David enjoys playing tennis and outdoor activities as well as following his favorite team Manchester United.

Josue Wong

Josue Wong is a senior at FGCU who is majoring in Finance. He expects to graduate in December 2021. His starting goal is to become an equity analyst in order to continue his career path to pursue the CFA designation. The goal is to become a portfolio manager of a mutual fund, ETF, or hedge fund. He would like to form my own investment company and become the CEO and CIO of the firm. Outside of class, he enjoys exercising at the gym, spend time with friends, and go fishing.
Fall 2020
- Christian Fernandez
- Caleb Fortner-Rodriguez
- Richard Gagliano
- Eduardo Zaragoza
Spring 2020
- Pedro Alfaia
- Anthony Bellorin
- Tyler Cesky
- John Cole
- Michael Gambino
- Cade Green
- Taylor Martin
- John ODonnell
- Adam Scigliano
- Alex Scigliano
- Anna Troyer
Fall 2019
- Cooper Alligood
- Yerania Barrios
- Donia Messaoudi
- Daniel Mickens
- Trevor Proulx
- Shivashish Puri
- Ryan Rocuant
Spring 2019
- Lia Belles
- Marymichael Berg
- Joseph Craig
- Sutton Fisher
- Jacob Haller
- Caio Pimenta
- Omar Sanchez
- Zachary Schwarz
- Dominick Stefanacci
Fall 2018
- Kevin Bramhall
- Nicholas Cento
- Robert Dunbar
- Christina Elmgreen
- Kalesha Gumbs
- Troy Nichols
- Alexis North
- Seth Thompson
Spring 2018
- Rachael Adams
- Victor Arellano
- Vinicius Fernandes
- Christina Glase
- William Heely
- Kenneth Jones
- Danielle Pautrat
- Steven Schoenfeld
- Juan Vegas
- Andrea Koscso
Fall 2017
- Tucker Claudio
- Mackenzie Davis
- Alex Gambach
- Ryan Gavin
- Richard Huntt
- Nora Johnson
- Bryan Miller
- Jacqueline O'Connor
- Colin Pasquarella
- Lindsey Skaf
- Karly Stoddard
- Carl Taylor
- Nicholas Verrot
- Hannah Soutar
Spring 2017
- Andres Alfonzo
- Vincent Dinunzio
- Daniel Griffith
- Jeffrey Klusendorf
- Ashley LaRue
- Karla Mott
- Pamela Perez
- Rockford Roorda
- Estelle Messer
Fall 2016

Miguel Castro

Conrad Hahne

Conrad Hahne is a senior at Florida Gulf Coast University and will be graduating in December 2016. He is looking for a career as an equity analyst. He is currently a CFA candidate and is taking the first exam in December 2016. Conrad is a co-manager of the FGCU EagleFund ($400,000 stock and bond portfolio). He covers the technology and telecommunication sectors. He also represents FGCU for the CFA Institute Research Challenge.

Katelyn Lewis

Katelyn Lewis is a senior majoring in finance, with an expected graduation of June 2017. Her goal after graduation is to be employed by an investment or financial firm. For the Eagle Fund, Katelyn has focused on researching the healthcare sector. In addition to financial analysis, Katelyn enjoys learning everything she can about the stock market and bonds, as well as volunteering for many different service projects whenever she can.

Michael Stratton

Armani Tavarez

Armani Tavarez is a motivated individual that cares about the people surrounding him and his community.He is on track to finish his Finance degree with a minor in Economics. He then plans on attending a top ten school to earn his Master’s in Finance. His ultimate goal is to work on Wall Street. He enjoys mentoring younger members of his community towards greater endeavors and self development.

Vanessa Watt

Bradley Williams

Bradley Williams is a senior majoring in Finance and minoring in Real Estate, with an expected graduation of December 2016. His goal after graduation is to be employed by a private wealth management firm specializing in financial analysis. For the Eagle Fund, Travis has focused on researching the Materials sector and the Industrials sector. In addition to investment analysis, Bradley enjoys being on the water, fishing, and attending Florida Gator football games.
Spring 2016
- Eduardo Alfonzo
- Cole Coss
- Earnest Dalton
- William Hamilton
- Braeleen Scott
- Brenton Bell
- Jostin Burbidge
- Kelly Clarkson
- Olga Gomez
- Edison Martinez
Fall 2015
- Kendall Coughlin
- Wayne Elmore
- Cameron Gegg
- Mark Hancock
- Jonathan Saunders
- Dawn Zasa
- Shawn Mayhew
Spring 2015
- Aaron Britt
- Anthony Gottschalk
- Trisha Hitchings
- Anna Umstead
- Michael Atwood
- Felipe Fiuza
- Angela Garcia
- Jacy Kline
- Joey Lau
- Zachary Miller
- Mickenson Pierre
- Cristen Pugh
- David Westerman
Fall 2014
- Michael Arden
- Jessica Barnes
- Kaitlyn O'Toole
- Sarah Rangel
- Allison Richey
- Jacob Smith
- Ryan Clowers
Spring 2014
- Brittaney Andrews
- Laura Ariza
- M. Brooks
- Anthony Cirillo
- Nicholas Frohling
- Ravi Pankajkumar
- Brian Parks
- Thomas Patterson
- Sanders Payne
- Joseph Rogers
- Deborah White
- Brent Holden
Fall 2013
- Joseph Acquafresca
- Peter Dushku
- Tyler Hosch
- Marsh Moreau
- Esdras Moreira
- Krishan Patel
- John Shope
- Lindsay Thompson
- John Watkins
- Nicole Whelan
Spring 2013
- Nicholas Cid
- Steven Courson
- Nicholas Day
- Michael Hardy
- Michael Knapp
- Anthony Palumbo
- Genna Stearns
- Anthony Kane
Fall 2012
- Brandon Bevillard
- Scott Fraser
- Ashley Glewen
- Brian Hartlage
- Robert Hunt
- Erik Myers
- Dale Raimann
- Luciano Torres
- Amy Zipperer
Spring 2012
- Catherine Chavez
- Christine Colgain
- Cody Conwell
- Brian Lusco
- Jake Proudfoot
- Kevin Barnhill
- Jean-Charles Dervieux
- Jeana Garcia
- Justin Helmus
- Aaron Pierce
Fall 2011
- Denice Copeland
- Valarie Luciani
- Shanice Mayers
- Marius Schweiger
- Steven Wojcechowskyj
Spring 2011
- Carlo Checchia
- Jorge Contreras
- Michelle Hoff
- Lee Jerris
- Travis Leicht
- Justin Leins
- Caitlin McCall
- Tyler Minix
- Ann Reuter
- Nicholas Sessa
Fall 2010
- Amy Blasingim
- Jarred Duke
- Amanda Gergen
- Robert Jervis
- Justin Ledbetter
- Kapil Patel
- Thomas Penny
- Kenneth Phelps
- John Rodriguez
- Erick Tandazo
- Carl Jimar
Spring 2010
- Adam Baker
- Ruta Bruckute
- Gregory DeGilio
- Pero Jolevski
- Juliana Rueda
- Jonathan Wheeler
- Ashley Wright
- Pierre Grilo
Fall 2009
- Krista Adams
- Kimberly Balduzzi
- Marina Grebenshikova
- David Hawley
- Sadrina McNew
- Chad O'Connor
- Liuby Roque
- Emily Brockelsby
- Douglas Korinke
Spring 2009
- Antoinette Biffar
- Sara Glazier
- Michael Grosser
- Courtney Meaney
- Tyler Mitchell
- Henry Monahan
- James Richter
- Tianne Silver
- Roarke Smith
- Jason Besse
Fall 2008
- Chantel Agapi
- Ana Avellar
- Stephen Barber
- Branden Bradley
- John Calabrese
- Frantz Desvallons
- Joseph Foote
- Andrew Kam
- Jose Perez-Charton
- Michael Presley
- Andrew Rosenthal
- Brandon Yoder
- Paul Thomas
Spring 2008
- Blake Elliott
- Barbara Gray
- Ryan Grodzinski
- Charles Hughes
- Minh Pham
- Stephanie Rinden
- Dennis Weber
- Resmi Hibraj
- Jessica Paletsky
- Adam Waszkowski
Fall 2007
- Brian Hills
- Brock Roberts
- Melissa Wilson
- Adam Zak
- Alan Zak
Spring 2007
- Gregory Fret
- Aysha Kilic
- Sarah Lam
- Jenny Lynn Lovern
- Stella Matevosyan
- Michael Millett
- Edison Vasquez
Spring 2006
- Matthew Shepard
- Adam Abeln
- Raymond Dweck
- Renee Faried
- Jaime Lopez
- Jeffrey Marsico
- Nermina Memic
- Frank Preve
- Renzo Renzi
- William VanGlabek
Spring 2005
- Shanelle Cruz
- Louay Homsi
- Kevin Johnson
- Mark Matos
- Wilfred Pino
- Amatul Robinson
- Aimee Ruppel
- Erin Ryan
- Ryan Sanger
- Christopher Squittieri
- Ninesh Suriyasena
Eagle Fund Students & Alumni... Where are they now?
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Prospective Students

Prerequisites: Principles of Investments FIN 3504

COURSE SYLLABUS APPLY

The Wasmer, Schroeder, & Company Trading Room

The Wasmer, Schroeder, & Company portfolio trading room, located in Lutgert Hall 1205 in the Lutgert College of Business, is a state-of-the-art finance, trading, and research laboratory. The room features 11 Bloomberg terminals at dedicated PCs, four 80-inch LCD monitors to display lecture and presentation content, and a streaming stock ticker. In addition, the room is equipped with video/audio capture technology, with a motion-sensing video camera and two microphone sound bars. The trading room is primarily used as a finance research lab for undergraduate finance majors and MBA students. In addition, this room provides a classroom meeting space for the Eagle Fund and the Financial Policy course, the capstone finance course in the LCOB finance major. The trading room is also used for special events, such as executive committee meetings.