Apply for Practicum in Small-Cap Investing I and II for Fall 2018 and Spring 2019 semesters
Designed as a two-semester progression, this course will give students valuable hands-on experience researching, analyzing and managing a portfolio of small capitalization (small-cap) stocks. The fall course will begin with lectures that introduce equity research including valuation, modeling, fundamental analysis, and cultivating resources. Then the student analysts, in teams, will complete an initiation-of-coverage research report on a firm that will require the team to talk to or meet with company management, visit company sites, and utilize various information sources including financial documents, trade associations, and competitors, customers, and suppliers of the firm. Each student will also learn to use Bloomberg, FactSet, Thomson Eikon and other resources commonly used in the investment management industry. Based on the research reports and recommendations of the student teams, the members of the class, as the small-cap portfolio’s investment committee, will decide which firms to include in the portfolio. In the spring, one team of students will compete in the CFA Investment Research Challenge, while other student teams will complete another initiation-of-coverage research report.
Apply for Practicum in Portfolio Management for Fall 2018 semester
Baylor has a student-managed investment fund comprised of large capitalization (large-cap) stocks which is now valued at approximately $7.1 million. Students in the class are directly responsible for managing the portfolio, while learning the techniques used by professionals to analyze and select individual stocks. Each student will also learn how to use Bloomberg, FactSet, Thomson Eikon and other resources commonly used in the investment management industry.
Professor Uses Facebook to Connect Real Estate Students and Alumni
When Chuck Delaney, an associate professor in the Hankamer School of Business' Department of Finance, Insurance and Real Estate, met with a former student in 2009, he didn't know a chain reaction of networking was about to begin.
Business School Merit and Need Based Scholarship Applications Open
Baylor’s Hankamer School of Business applications for scholarships are now open! The deadline to apply is March 1st.
Students and Alumni Start Investment and Advisory Network, Encouraging Mentorship in Finance Sector
Macomb Daily (Clinton, MI): Prayer may help relieve stress, but fewer Americans make time for it
Jan. 9, 2018
Baylor sociologist Blake V. Kent is quoted in this story about prayer and stress. In recent research he co-authored, he found that “where the perception of God is secure, warm and loving, then prayer is associated with positive mental health outcomes and coping with stressors. But when the perception of God is distant or disconnected, prayer is associated with negative outcomes.”
Video: How Financial Planning Began
Investopedia: Professor of finance Tom Potts is interviewed in this piece about the history of financial planning.
Here’s a More Tax-Efficient Way to Give to Charities
The Wall Street Journal: Professor of finance, William Reichenstein, authored this piece about how older investors can be more tax-efficient by combining charitable giving with required IRA distributions.
6 Real Estate Networking Tips From The Experts
Fortune Builders: Professor of marketing and Executive Director of Baylor Business Keller Center for Research, Andrea Dixon, is a featured expert in this story about real estate networking.
Now accepting applications for the Spring 2018 Practicum in Portfolio Management
Update: How to Earn More on Your Emergency Savings
Morningstar: Professor of finance, William Reichenstein, discusses how a high-grade, short-term bond fund can help investors earn more in an emergency savings account.
Why You May Want to Contribute to Your Child’s Retirement
The Wall Street Journal: This column is written by The Pat and Thomas R. Powers Chair in Investment Management, William Reichenstein, and offers his advice to parents and grandparents of recent college graduates to contribute to their graduate's retirement fund.
Baylor Angel Network (BAN) Opens Opportunities for Students, Investors and Companies
The Baylor Angel Network (BAN) is an investor network providing early stage capital to entrepreneurs with developed business plans.
Shaping Homeowner Pricing Decisions
Katherine E. Loveland, PhD, Naomi Mandel, PhD, and Utpal M. Dholakia, PhD
During the housing crisis, many homeowners continued to ask unreasonably high prices for their homes. This reluctance to lower asking prices created an excess supply of more than 6 million homes.
Keller Center Research Report Article Featured in Realtor Magazine
This Realtor Magazine article cites a 2016 study published in Baylor University’s Keller Center Research Report. After analyzing the performance of 117 salespeople, researchers found that if a competitive person is placed in a noncompetitive environment, he or she will perform no better than his or her noncompetitive peers. The office culture, therefore, overrides a person’s competitive nature, the study found.
Some Older Parents Are Missing Out on This Social Security Perk
TIME: Quoted in this article is William Reichenstein, The Pat and Thomas R. Powers Chair in Investment Management, as a Social Security expert explaining retirement benefits for parents whose children are still in high school.
New Strategies for Retirement Highlighted
Financial Advisor: Professor of finance, William Reichenstein, is referenced in this article about speaker topics at the eighth annual Inside Retirement conference for financial advisers, where he recommended some ways advisers could help their clients more in regards to Social Security and retirement account withdrawal strategies.
Retirement Income Journal: How to decumulate without getting fleeced by the tax man
May 5, 2017
Research about tax-efficient strategies to create income from retirement savings by William Reichenstein, Ph.D., The Pat and Thomas R. Powers Chair in Investment Management in Baylor’s Hankamer School of Business, is the subject of this article.
Baylor Business Faculty Member Involved in Bringing Affordable Loans to the Waco Community
Dr. John Martin and Dr. Bill Petty honored as co-founders of Texas Financial Festival
Baylor Student-Managed Investment Fund Distributes Money for Scholarships
Yahoo! Finance: Social Security Tips to Maximize Your Benefits
March 9, 2017
William Reichenstein, Ph.D., The Pat and Thomas R. Powers Chair in Investment in Baylor’s Hankamer School of Business, is quoted in this article that answers questions about Social Security claiming strategies.
Baylor Student-Managed Investment Fund Provides Contributions For Scholarships
For the 13th consecutive year, Baylor University’s student-managed Philip M. Dorr Alumni & Friends Endowed Investment Fund has provided a generous financial contribution for student scholarships. A check in the amount of $180,000 was presented to Baylor Athletics at halftime of the Feb. 29 fourth-ranked Baylor women’s basketball game vs. Texas.
Stock Prices that Go Public Together, Move Together
Social Security’s Math Is Changing This Year. Here’s What to Look For
Money: In this article about social security planning changes, professor William Reichenstein's advice is quoted.
What the Future of Social Security Looks Like: Bill Reichenstein
ThinkAdvisor: This guest piece written by The Pat and Thomas R. Powers Chair in Investment Management, Bill Reichenstein, reviews investment strategies retirees often overlook.
Why It May Pay Off to Double Up Tax Deductions This Year
The Wall Street Journal: This guest piece written by The Pat and Thomas R. Powers Chair in Investment Management, Bill Reichenstein, reviews strategies for itemized deductions on tax returns.
1 More Year of Work Barely Budges Social Security Benefit
USA Today: The Pat and Thomas R. Powers Chair in Investment Management, William Reichenstein, is quoted in this Q&A column about the right time to file for Social Security as a retiree.
Why You Should Base Asset Allocations on Aftertax Dollars
The Wall Street Journal: Written by William Reichenstein, Powers Professor, on the benefits of calculating asset allocation using an aftertax framework.
Social Security: A Planning Paradox
Financial Advisor Magazine: Research by William Reichenstein on social security and retirement planning is credited in this article.
How to Boost Social Security Benefits for Surviving Spouses
Kiplinger: An article about social security benefits quoting professor of Finance, William Reichenstein.
Social Security 'Coordination' Biggest Advisor Opportunity
Nasdaq: Research by William Reichenstein on social security and retirement planning is credited in this article.
Using Buying Power for Good
Business Review Podcast: Patrick Gage, co-chair of the Nexus Human Trafficking and Modern Slavery Working Group, encourages consumers to use their buying power to prompt good habits in the corporate community.
Spend Down or Gift Retirement Accounts? Here's Some Math
The Wall Street Journal: An article authored by William Reichenstein, Powers Professor, about retirement savings advice.
3 Social Security Scenarios Show Vastly Different Results
USA Today: Professor William Reichenstein is quoted in this article about strategies for social security and saving for retirement.
New Tool Aims to Optimize Retirement Withdrawals
Investment News: Column about how non-traditional drawdown strategies can improve tax efficiency and extend portfolio life cites research by William Reichenstein, Ph.D., professor and holder of The Pat and Thomas R. Powers Chair of Investment in Management in Baylor’s Hankamer School of Business.
Social Security Tips to Maximize Your Benefits
Kiplinger: Professor of finance, William Reichenstein, is credited in this article about Social Security tips and calculating the best time to retire.
Baylor Team Wins Finance Competition
Apply for Practicum in Portfolio Management - FALL 2015
Bank of America Merrill Lynch Global Corporate & Investment Banking Information Session
The Global Corporate & Investment Banking arm of Bank of America Merrill Lynch will be on campus this Thursday, October 23 recruiting for their summer analyst position in Houston. They have scheduled an information session for 11:00 in the Graduate Conference Room.
Phillips 66 Presentation
The Financial Management Association is hosting a visit on Wednesday, October 22 (6 p.m. in Cashion 303) by Phillips66; various employees from that company will participate in making a presentation concerning the "downstream" aspect of the oil and gas industry.
Goldman Sachs Private Wealth Management, Realty Management, & Operations Divisions presentation
Goldman Sachs Private Wealth Management, Realty Management, & Operations Divisions will be at Baylor on Wednesday evening, October 1st for an Information Session/Q&A at 5:30pm in Cashion 110.
Additionally, the application deadline for internships is October 19th, and there is a unique resource available online through October 15th where students can register to access webinars detailing the interview process, the firm’s various divisions, and tips for becoming a stronger candidate.
The best way for students to apply is directly through http://goldmansachs.com/careers. There students will have the option to choose their top 3 office locations and company divisions. Additionally, on the http://goldmansachs.com/careers/insidelook site, they can find information on resume writing, interview prep, and overall information relating to Goldman Sachs.
Commercial Banking Career Night and Dinner
This event is for Junior and Senior finance, accounting and economics majors with a minimum GPA of 3.0. It is on Thursday, September 25, 2014 in the Blume Banquet Room on the fifth floor of Cashion.
To reserve a seat for the evening, either sign up in your finance class or email Ernest_Fletcher@baylor.edu by Sunday, Sept. 21st.
J.P. Morgan Corporate Client Banking Summer Analyst Opportunity
This is a complete description of the Summer Analyst Program. In addition, you can find more information about Corporate Client Banking on J.P. Morgan's Career Website. We encourage you to apply!