Faculty Advisor: Dr. Nancy Lumpkin 502-863-8393

The Business Administration and Economics Department has developed a student investment team in an effort to allow students to learn financial responsibility and to gain leadership experience by investing a portion of the College’s endowment in the stock market. A selected group of students will make all the necessary decisions about investing the money on behalf of the College.

The project requires that students be Juniors or Seniors, have knowledge of investing, and be able to commit substantial time and effort during the year to the project. Other requirements of the project include researching investment opportunities, and attending investment meetings.

Students are chosen each year to participate in the project based on:

  • leadership ability
  • teamwork
  • creativity
  • common sense
  • academic standing
  • interest in the stock market

Participation on the team is open to Georgetown College juniors and seniors in all majors. The recruiting process is conducted during the spring semester. Applications are available in February at the Business Administration office.

The team begins the year with a team-building orientation meeting. Weekly meetings occur throughout the semester where team members make their trading decisions. Dr. Nancy Lumpkin, Associate Professor of Economics and Finance, serves as the team’s advisor and attends meetings in order to be available if needed. These resources, pooled with the students’ enthusiasm for learning and investing, have resulted in a valuable learning experience.

After an initial orientation, the students are free to work as independently as possible. Each individual conducts extensive research and monitors the portfolio on their own, and the group meets as a team once a week to discuss the current portfolio and prospective stocks to purchase or sell. The strategies followed are guided by each team and can be different from year to year.