Investment Management Workshop

The Investment Management Workshop, directed by Kenneth Weakley, prepares students for the competitive recruitment process for careers in security research, sales, trading, and private wealth management. The capstone experiences of the workshop are trips to New York City and Chicago to visit a variety of firms in the financial services industry.

Admitted workshop members will take 2 classes (BUS-F312 and BUS-F412), totaling 3 credit hours. Additional professional development opportunities include an Alumni Superday, weekly alumni speakers, networking trips to New York City and Chicago, specialized instruction with Training the Street, junior and senior mentors, and 22 supplemental leadership team lectures covering a myriad of technical modules. Many successful applicants to the IMW apply for the Knall-Cohen Investment Fund (BUS-F212) in spring of freshman year, as the course teaches students fundamental equity analysis. Qualifying IMW students may also be eligible for the Finkelstein Family Investment Management Workshop Scholarship.

Workshop Application and Admission

Kelley sophomores in their fall semester (applications close late September).

  • Passionate about the markets
  • Strong academic record
  • Knowledge of basic market concepts and current events
  • Extracurricular involvement on campus

The only prerequisite is a passion for the markets. Apart from that, we evaluate the candidates holistically and take all aspects into consideration. For example, we do not have a GPA cutoff.

There will be three rounds of interviews throughout September and October. Specific dates will be provided closer to the start of the application process.

Decisions will be communicated on November 1.

Apply Now

The Application Link becomes active based on the timeline mentioned.

Recommended Courses
  • BUS-F 100: Introduction to Financial and Real Estate Careers (3 credits); first-year
  • BUS-F 212: Knall-Cohen Fund (1.5 credits); fall of second year
Workshop Courses
  • BUS-F 312: Investment Management Workshop I (1.5 credits); spring of second year
  • BUS-F 412: Investment Management Workshop II (1.5 credits); third or fourth year.


Workshop Time Commitment

  • 1.5 credit, eight-week class in spring of sophomore year, with a focus on fundamental equity analysis, relative valuation, macroeconomics, and stock-picking
  • 1.5 credit, eight-week class in spring of junior or senior year to further develop technical and professional skills
  • Supplementary sessions with leadership team. Topics will include but will not be limited to professionalism, networking, and technical concepts such as monetary policy, bonds, currencies, commodities, securitized products, options, and other derivative financial instruments.
  • Networking trips to New York and Chicago in spring of sophomore year
  • Training the Street session on financial modeling and valuation
  • Research, sales and trading, private wealth management, and asset management panels
  • A junior and senior mentor to advise the recruiting process and conduct mock interviews
  • Weekly speaker series

Workshop Faculty

Kenneth Weakley

Clinical Assistant Professor of Finance

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