BSIF alumni are invited to attend the Spring 2026 pitch cycle on March 4. During this meeting, members will present stock pitches and share their investment research as part of the fund’s investment process.
News
Bulldog Student Investment Fund New Merchandise
Earlier this semester, the Bulldog Student Investment Fund (BSIF) introduced new club merchandise for members. The new items give students another way to represent the organization and celebrate their involvement in the fund.
Members were excited to receive the new gear, which highlights BSIF’s growing presence on campus and the strong community built around the organization
Bulldog Student Investment Fund Hosts Shark Tank Stock Pitch Activity
Earlier this semester, members of the Bulldog Student Investment Fund (BSIF) took part in a Shark Tank–style stock pitch activity. Members were placed into teams and given 40 minutes to prepare a four-minute pitch on a company of their choice.
Each team presented its investment idea to the rest of the group, highlighting the company’s opportunity and key considerations. After all presentations were completed, members voted on the strongest pitch, and the winning team received an award for their performance.
Bulldog Student Investment Fund Attends SMIFC 2025 in Chicago
Earlier this semester, four members of the Bulldog Student Investment Fund (BSIF) had the opportunity to represent Truman State University at the Student Managed Investment Fund Consortium (SMIFC) in Chicago, Illinois. The SMIFC conference brings together students and faculty advisors from universities across the nation to share insights, strategies, and best practices in managing real investment portfolios.
Over the course of two days, our team participated in a series of keynote sessions, workshops, and networking events led by industry professionals from leading firms in finance, investment management, and consulting. Topics included macroeconomic forecasting, portfolio risk management, behavioral finance, and ethical decision-making in investment strategy.
Attending SMIFC was more than just a chance to present our fund — it was an invaluable learning experience. Our members gained exposure to diverse perspectives on asset allocation, emerging market trends, and sustainable investing. The conference also highlighted the importance of aligning portfolio strategy with long-term fundamentals rather than short-term market fluctuations.
Beyond the educational sessions, SMIFC gave our members the chance to connect with peers from other universities, strengthening our professional network and expanding our understanding of how different funds operate. These interactions inspired new ideas for improving our own research process, performance tracking, and sector allocation within BSIF.
The experience reaffirmed BSIF’s commitment to providing real-world investment experience to Truman students. We’re proud to bring back the insights we gained and use them to refine our fund’s strategy and continue developing as future leaders in finance and investment
.
BSIF Members Earn Top Honors in National Gould Scholarship Essay Contest
Two members of the Bulldog Student Investment Fund (BSIF) have been recognized in the 2024-2025 National Gould Scholarship Essay Contest for their outstanding research papers.
Senior BSIF member Parker Erickson earned second place for his paper, “Solving Preparation for Retirement in America,” receiving a $7,500 award. Senior BSIF member Deeptika Karki placed third with her paper, “American Investments into Personal Retirement Plans,” earning a $5,000 award.
Click here to learn more: https://newsletter.truman.edu/article.asp?id=40512&utm_source=mailpoet&utm_medium=email&utm_source_platform=mailpoet&utm_campaign=see-what-s-happening-on-campus_87
Fall 2024 Economic Report
Fall 2024 Economic Research Report
Led by VP of Investment Environment Fletcher Khem, the BSIF Economics Team has created a detailed Macroeconomic Report. This resource helps our Student Analysts research and understand different parts of the economy.
Join us for the Fall 2024 Pitch Night!
November 20, 2024, at 7 pm, BSIF Alumni are invited to the Fall 2024 Pitch night! Contact bsif@truman.edu with any questions!
BSIF Wins Again at the CFA Research Challenge
Members Annali Cler, Anthony Hill, and Shane Legatzke won 1st place at the St. Louis Local CFA Research Challenge. The team beat five other student analyst teams, representing Washington University in St. Louis, Lindenwood University, University of Missouri – St. Louis, Southeastern Illinois University – Carbondale, and Saint Louis University.
Financial Literacy Week
The Bulldog Student Investment Fund will be hosting its first Financial Literacy Week this upcoming February 8th – 12th! This series of events is designed to promote education and conversation about money management and personal finance topics as well as to give students an introduction into savings and investing. Events are free of charge and open to all Truman students.
Monday 2/8: Monopoly
Enjoy a night of friendly competition with this classic strategy board game as your test your hand at capitalism and learn a bit more about the economy.
7:00 pm, SUB Georgian C
Tuesday 2/9: Money Management
Learn more about practical personal finance topics for college students, including budgeting, debt management, student loans, and credit scores.
7:00 pm, VH 1010
Thursday 2/11: Savings & Investing
Gain a basic introduction into the stock market and understand how to start saving for the future through employee contribution programs and your own investments.
7:00 pm, VH 1010
BSIF at CFA Research Challenge
BSIF found success a second time at the local level of the CFA Research Challenge. Student Analysts Annali Cler, Anthony Hill, and Shane Legatzke went on to compete in the Americas Regional final in Seattle, WA.
The BSIF Team placed first at the local CFA Institute Research Challenge in St. Louis and competed nationally in Atlanta, GA. Pictured are Student Analysts David Shoko, Lasse Fuss, and Sam Lohmeyer, along with Faculty Advisor Chuck Boughton.