End of the year highlights & Happy Holidays

Happy Holidays!

As the year comes to a close, I wanted to take a moment to reflect on all that we have accomplished as a team in 2022. First and foremost, we want to express our gratitude to our GW Investment Institute (GWII) community, our GW students, faculty, staff, and our GW Investment Institute Advisory Board for their dedication and contributions.

I’m proud to share some of the GW Investment Institute’s highlights from the past semester. 

Final presentations

During the last two weeks we held five Stock Pitch Days with 71 pitches, across three Student Investment Funds, and four classes. We also held final startup presentations in the Venture Capital class. Thank you to our students for their hard work and dedication and thank you to all alumni who contributed their valuable time and shared their wisdom as guest speakers and judges. See a quick Instagram recap.

New research tools

Thanks to a generous donation from Mr. Steve Ross BBA, ‘81, our students used FactSet for their equity research. Additionally, one of our classes had access to BlackRock’s Aladdin technology thanks to alumni Oscar Pulido, BBA ‘01 and Dan Someck, BBA ‘06. Our team is grateful for contributions and support from our alumni.

GWII Alumni reception 

Last month we held an alumni event in New York City. We look forward to having more in-person alumni and student events in the new year. 

Learn more about GWII

I hope you will enjoy reading some of the following materials that provide information about our activities. 

Fun fact: December 31st marks one year since we established the GW Quant Student Investment Fund! 

The GW Investment Institute team and I are looking forward to spring semester 2023. Stay tuned for more details about upcoming classes, Stock Pitch Days, our annual investment conference, GW Ramsey Scholars awards, and more.

Best regards,

Rodney E. Lake

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