The Weatherhead Fund

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The Weatherhead Fund is the premier undergraduate finance organization at Case Western Reserve University. By managing a portion of the University's endowment, the organization strives to provide students with a strong understanding of how capital markets function in the real world. Since its founding in 2011, the Fund has grown its initial $100,000 endowment to nearly $900,000. The executive board also organizes a variety of supplemental activities, including networking events with Spartan alumni, a speaker series of accomplished finance professionals, trips to various professional conferences, and recruiter visitations.

The club's sixty members are organized into five sector verticals: Consumer Goods, Financial Institutions & Real Estate, Industrial Goods & Energy Solutions, Technology, Media & Telecom (TMT), and Healthcare. By working alongside experienced upperclassmen, members of each vertical quickly become experts in their assigned sector. They also become adept investors through routine financial modeling, credit analysis, and equity research.

The general body observing a pitch by the consumer vertical (2018)
The executive board with Geff Gioa of Longbow Research, WSOM ‘93 (2013)
Vertical head Andrew Lopez delivers a briefing on the healthcare sector (2017)
The Peter B. Lewis building, home of the Weatherhead Fund
A Keybank recruiting event for Weatherhead Fund analysts (2013)
The general body during a Weatherhead Fund luncheon (2016)
President Sam Tedesco fields questions during the year's first meeting (2017)