Explore What Makes MUAMC Unique

At the Miami University Asset Management Club, we are dedicated to fostering a dynamic learning environment where students can explore the world of investing, develop essential financial skills, and prepare for successful careers in finance. Through a combination of engaging meetings, expert guest speakers, hands-on portfolio management, and always innovating new member education, we provide our members with unparalleled opportunities to grow and excel.

Turning ambition into achievement—one meeting, one member, one investment at a time.

 

General Meetings

Our general meetings provide an interactive and collaborative environment for members to engage with market insights, portfolio updates, and thought-provoking discussions. Here’s what you can expect during a typical meeting:

  • Portfolio Updates:

    • A brief rundown of how our positions performed since the last meeting.

    • Comparison of our portfolio’s sector allocation, indexed to the S&P 500.

    • Discussions on our sector over- or under-weighting based on macroeconomic and microeconomic trends.

  • Market Snapshot:

    • A quick overview of broader market movements beyond our portfolio holdings.

    • Key insights into major market drivers and trends.

  • Weekly Headlines:

    • Analysis of significant news, such as:

      • Key economic data releases.

      • Federal Reserve policy and rate expectations.

      • News related to our positions or broader market shifts.

  • Article Discussion:

    • Members engage in an extended conversation about a pre-selected article from a top financial news provider.

    • Topics often relate to the current state of the economy or directly connect to one of our portfolio holdings.

    • This segment fosters knowledge-sharing as experienced members share insights from their internships and financial expertise, helping younger members build a strong foundation.

Our general meetings are more than discussions—they’re a platform for growth, collaboration, and mentorship, where members at all levels gain invaluable experience.


Speaker Meetings

We bring in finance professionals from a variety of specializations within the industry to share their insights. Past speakers have included bankers from J.P. Morgan Private Bank and associates at Cleveland Research Company, to name a few.

Meetings begin with the speaker providing a brief overview of their role and the company they work for. This is followed by a Q&A session, where members have the opportunity to ask questions and gain valuable insights.


New Member Education

We offer a range of resources to help members develop key skills for success in finance. These include resume workshops, a how-to on networking , and guidance on stock pitches that prepare members for presenting to the club. We also host an exec panel where new members can ask exec members any questions about finance, recruiting, and more, ensuring they gain valuable insights to advance their careers.


MUAMC Portfolio Performance - 2024

From the start to the end of the 2024 calendar year, our portfolio’s proactive equity diversification and risk preparedness led to meaningful outperformance relative to the S&P 500. The portfolio returned 28.61% during this period, compared to the S&P 500's 25.02% return, resulting in a difference of 3.59%.