The Capital Management Club
University of Wisconsin-Madison's premiere student-run investment club


Founded in 2009, the Capital Management Club (CMC) is a student-run investment club at the University of Wisconsin-Madison.

Club members learn about the challenges of investing in stocks by actively researching potential investment ideas and presenting their conclusions to the club. Membership exists in two tiers, with full members (known as portfolio analysts) having completed the rigorous stock pitch and interview process. Successful pitches are purchased in a “real money” portfolio provided to the club by the Hawk Center for Applied Security Analysis. The Club also organizes networking opportunities with investment industry professionals through guest speakers and company visits.. View More

Our Executive Board

Charlie Forbes


Evan Salentine

Vice President

Sheldon Deng


Griffin Haase

Pitch Logistics Co-Chair

Elena Wallenfang

Pitch Logistics Co-Chair

Umer Sohail

Member Relations Chair



Taran Katta

Marketing Chair

Travis Bradford

Career Development Co-Chair

Brennan Flaherty

Career Development Co-Chair

Chris Duffy

Recruitment Chair

Kevin Wenzel

Event Chair

Our Blog: CMCnotes

Sycamore Capital Internship Opportunity Read more

Sycamore Capital Internship Opportunity

Sycamore Capital is looking for resumes for undergrads interested in an internship position at the firm.  They manage around $20 billion in capital in small and mid-cap value portfolios.  If you are interested, please send a PDF copy of your resume and a cover letter to Cara Scadden at by Thursday, November 12th.  Details:

Sycamore Capital is a long-only investment firm based in Cincinnati and our parent company is Victory Capital (VCTR).  We are a relatively small office with twelve employees (10 investment professionals) and we manage ~$20B in domestic small-cap and mid-cap value strategies.  The internship would be located in Cincinnati and would be a great experience for anyone looking to do buy-side equity research.  Please see the attached document for more information about the position.  Qualified candidates will be notified the week of November 16thand will be given a company to analyze and will be asked to write a short (two page) stock pitch on that company.  Video interviews will be conducted the week of November 30thand a decision/offer is expected the week of December 2nd.

Hopefully needless to say, this would be a pretty incredible internship to have-definitely worth putting your hat into this ring if you have any interest-good luck!



Jefferies Women in Research Mentorship Program Read more

Jefferies Women in Research Mentorship Program

The investment industry is trying hard to add diversity to their staffing mix.  The following is a new effort from Jefferies to create a mentorship program for women interested in equity research that can lead to an internship in the summer of 2022 (they are looking for applicants from the Class of 2023.)  Please look into it and apply if you are interested!

"Jefferies is excited to announce its inaugural Women in Research Mentorship Program.  Women in the Class of 2023 are invited to apply for the opportunity to participate in a four-month program focused on mentorship, on-going training and professional development, and an exploration of a career in Equity Research.  Successful applicants will be eligible to attend our 2021 Inspiring Women in Finance Symposium in winter 2021 and apply for a 2022 Research summer internship at the end of the program.

If you would like to apply, please submit your application to:  Include our resume along with an essay (500 words or less) on the following topic:  Tell us about a female leader (from any point in history) that you admire and why."

Upcoming Internship Deadlines Read more

Upcoming Internship Deadlines

Hi everyone,

Below are a few internship/full-time opportunities focusing on undergrads with upcoming deadlines.  Please feel free to apply to them on handshake or directly to the CS contacts if you're interested.

Public Investments Credit Research Intern - Northwestern Mutual

Open to undergrads at Junior Status. Apply on Handshake.

Jason is hoping to start interviews soon, so students should apply now.


Baird, Equity Asset Management Internship (Growth Team) - Summer 2021

Open to undergrads. Apply on Handshake

Deadline is 9/30


Credit Suisse Asset Management NEXT Investors Remote Portfolio Analyst 6-Month Assignment

This is open to any graduating seniors. Please see the attached description.  The bottom has the directions on who to send application materials to. The deadline is listed as 9/30.

Careers in Finance follow-up Read more

Careers in Finance follow-up

In my 9/23 Zoom meeting I neglected to mention the CMC blog on the club website where members can find interesting notes on company analysis, financial modeling, and career development. In the latter category and related to the discussion of career opportunities, you will find several videos of CMC alumni and friends offering career advice to members and posts focused on jobs. The Alumni Panel and Three Formulas for Acing Your Next Job Interview should be of particular interest.

I also want to reiterate my comment about following the market. A part of that is staying current on the news affecting markets. The Wall Street Journal is read daily by most practitioners and offered to students at a steep discount. The Financial Times is another popular news source offering broad international coverage and also offered tat a discount. I believe both are also available in the Grainger Hall Learning Commons.

There are many other free resources including news clipping services like The Morning Brew and The Water Coolest, which target students and provide a decent short (irreverent) summary of major stories and links to additional resources that can be helpful for newer investors including this guide to resources for finance beginners included in this morning's Morning Brew.

There are also many free blogs that cover the markets, economics, and companies. A couple examples include Edge and Odds which is run by a retired portfolio manager and covers a range of topics all market-related, Musing on Markets which is run by Aswath Damodaran an NYU professor and valuation expert, and Cumberland Advisors which is run by a well-regarded advisory firm and features economic and market commentary. Most offer an option to push posts to your email and usually focus on issues relevant to professional investors. Staying informed and understanding the issues will demonstrate your passion for investing which is important to prospective employers. When you meet a practitioner ask them their favorite information sources.

One of your challenges as an analyst is filtering through all the noise from the many available information sources to extract the key information signals that can help you make sound investment decisions. The CMC blog post How to Read Financial News described an article by t