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Student Investment Fund

The $3 million Eberhardt School of Business Student Investment Fund offers unique opportunities for students to gain real-world experience in the U.S. stock market.

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Eberhardt Student Investment Fund celebrates 10 years of success

May 4, 2017

One of the distinguished programs of the Eberhardt School of Business is its Student Investment Fund (SIF). Established in 2007 with a generous $1 million gift from Bank of Stockton President and CEO Douglass Eberhardt, the SIF provides students with a unique opportunity for students to gain real-world experience in the U.S. stock market. In fact, only 200 out of the 9,000 business schools worldwide operate this type of fund.

This year marks the 10-year anniversary of the SIF, currently valued at $3 million.

Real-life experience

As a part of the SIF class, a select group of undergraduate and MBA students have the opportunity to manage the $3 million investment portfolio. They research, evaluate, write reports and make choices regarding where and how to invest the fund's money. And they have done so with great success. Since it began, the fund has consistently outperformed the market indices, including the S&P 500.

Learning to give back

The fund also highlights the importance of giving back. A portion of each year's earnings support the Speech-Language Pathology program, the Pacific water polo team, and the Eberhardt School of Business, as specified by the Eberhardt family as part of the initial gift. Over the past 10 years, the fund has contributed more than $789,000 to these programs.

Immersion in the world of finance

Each year a group of 12 SIF students travel to New York City to participate in the Quinnipiac Global Asset Management Education (G.A.M.E.) Forum with other college students, faculty and finance professionals from around the world. The trip provides a unique opportunity to interact with industry leaders and learn best practices in investment management. This year's activities included exploring Central Park, Times Square, the Charging Bull on Wall Street, Nasdaq, the Museum of American Finance, the Bloomberg Terminal and the New York Stock Exchange.

Networking and mentorship

The group also joined fellow Pacific alumni, Media X faculty, and the Brubeck Fellows at the Cornell Club — New York City Alumni House for an evening reception to celebrate SIF's 10-year anniversary and to showcase Media X, Pacific's newest major that merges the visual, creative and communicative power of various media through the integration of art, technology and design.

"The Student Investment Fund trip to New York was one of the most memorable moments in my college career. It was amazing to see all of the alumni support that we received at the alumni event, and how willing they are to help Pacific students like me succeed in their professional careers post-graduation." — David Perrizo, '17

Along with the strong alumni support, another staunch advocate of the SIF program is Douglass Eberhardt's niece, Mary Elizabeth Eberhardt, vice president and director of community banking for the Bank of Stockton and an Eberhardt School of Business Executive Advisory Council member. Mary Elizabeth also flew to New York to accompany the students. Her position as a leader in finance and her enthusiasm for the SIF program serves as a huge inspiration for the students.

"If there is any organization or group of students and faculty that I believe the world in and love with all my heart on the University of the Pacific campus, it's the SIF Team," said Dane Solberg '17. "Special thanks to Mary Elizabeth Eberhardt for her generosity that has changed so many students' lives. And a very special thanks to Dr. Benjamin Carlston — the professor who has inevitably changed my life."  

SIF students visit NASDAQAbove: SIF students visited the Nasdaq during their New York trip at the end of March.

Learn more about the Student Investment Fund in this recent Pacific Review feature, "Stellar Student Investors"

Find out more at the Student Investment Fund website.

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