Tristen Montalvo's Contact Details

Tristen Montalvo's Company Details

Roland George Investment Program

DeLand, Florida, United States • 20 Employees
Financial Services

The Roland George Investment Fund is a student run investment fund that manages ~$4,500,000 of capital. The Roland George Program develops their own investment goals, objectives and criteria to manage the portfolio. Students in the program learn the essential functions of portfolio management by being exposed to a variety of leadership opportunities within the program. Students also utilize softwares such as the Bloomberg Terminal and Thomson Reuters Eikon to perform multivariate investment research and analysis.Students must defend their recommendations to other students and an investments committee, dominated by students who function much like the senior strategy group of an investment management firm. Their goal is to earn a return that funds the acquisition of special systems and software for the program, as well as to meet operating expenses. Presentations are held in a corporate-like boardroom setting in the Lynn Business Center. Twice a year, student presentations are open to the greater community at RGIP Public Trustee Meetings.Program size is limited to roughly 25 students and is made up of two class sections, Equity Fund Management and Fixed Income Management.The Roland George Program program was started on August 20, 1980 when assets of $500,000 were endowed to Stetson University. This gift fulfilled the dream of the late Mr. Roland George. He believed that students learn best from hands-on real world experience and has fulfilled his wishes to give current students an experience unlike any other.