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In the winter of 2020, our team placed 2nd in the Annual CFAOC RFP Competition! This earned аÄÃÅÁùºÏ²Ê×ÊÁÏ BIG the right to manage the 2^nd largest of the CFAOC SMIF Portfolios for the 2021 calendar year.

As part of the process to achieve this accomplishment, our team constructed a 50-page Request for Proposal document, submitted a 15-minute recorded presentation, and participated in a live Q&A session with members of the board.

We competed with 6 other universities and, we’re proud to place 2nd in the competition. Our students learned so much and took away many lessons from the entire experience. We want to highlight those who headed the RFP document construction and editing... and . We also want to recognize our presenters of the recorded presentation and who also participated in the Q&A... , , , , and .

We also want to thank our CFAOC rep that helped us along the way... !

• December 2020 Presenters:
  • Danyelle Samudio: Intro & Conclusion
  • Jeffrey Cosgrove: Portfolio Performance Review & Value BUY Recommendation
  • Chase Markham: Economic Outlook
  • Anastasia Franio: Fixed Income
  • William Herrera: Quality BUY Recommendation

Results

1^st Pomona, 2^nd аÄÃÅÁùºÏ²Ê×ÊÁÏ, 3^rd CSUF, 4^th place Chapman University