Eberhardt Student Investment Fund

  • Financial Services
  • Stockton CA
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
3601 Pacific Avenue, Stockton CA
Website
pacific.edu/Academics/Schools-and-Colleges/Eberhardt-School-of-Business/Academics/Student-Invest
Employees
7
Founded in
2007
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Eberhardt Student Investment Fund

The Eberhardt Student Investment Fund (SIF) is a class offered at the Eberhardt School of Business in Stockton, California. This program is designed for both MBA and undergraduate business students. The SIF is managed by a select group of students chosen through a competitive application process. The SIF provides students with the opportunity to manage a substantial investment portfolio exceeding 3 million dollars. This hands-on experience allows them to apply theoretical knowledge to real-world financial management. The Bank of Stockton and its President and CEO Douglass Eberhardt sponsor the fund. Student participants in the Eberhardt SIF are held accountable to a board comprised of the dean, the university's vice president of business and finance, and four investment professionals. To ensure transparency and accuracy, an independent accounting firm audits the students' work, transactions, and annual report detailing their investment activities and outcomes. The Eberhardt SIF emphasizes social responsibility by distributing a portion of its net assets annually to benefit the University. For more information about the Eberhardt SIF, visit pacific.edu/Academics/Schools-and-Colleges/Eberhardt-School-of-Business/Academics/Student-Invest.

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FAQ

What is the location of Eberhardt Student Investment Fund's headquarters?
The headquarters of Eberhardt Student Investment Fund are situated at 3601 Pacific Avenue, Stockton CA
What is Eberhardt Student Investment Fund's official website?
The official website of Eberhardt Student Investment Fund can be found at pacific.edu/Academics/Schools-and-Colleges/Eberhardt-School-of-Business/Academics/Student-Invest.
What is Eberhardt Student Investment Fund's current revenue?
As of June 2023, Eberhardt Student Investment Fund's annual revenue reached $10B.
How many employees does Eberhardt Student Investment Fund currently have?
Eberhardt Student Investment Fund employs approximately 7+ people as of June 2023
Which industries is Eberhardt Student Investment Fund primarily operating in?
Eberhardt Student Investment Fund operates in the following industries: Finance, Credit
When was Eberhardt Student Investment Fund founded?
Eberhardt Student Investment Fund was founded in 2007.

Employee Directory

Key Employees

Jesus Montero

Portfolio Manager & Information Technology Analyst

Phone Email

Riya Jain

Chief Operations Officer / Executive Administrator

Phone Email

Grace Whitaker

Social Media Coordinator

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