Initiatives
Building the Fund —
beyond the portfolio.
Flagship
Women-Led Initiative in Finance
Led with Professor Ayca Altintig — a women-only subgroup of Trojan SMIF focused on intercollegiate competitions, mentorship, and the pipeline from MSF into senior investment roles.
Visit the initiative →Competition focus
From pitch decks to portfolio chairs.
Valuation, research writing, and pitch delivery — trained through competitions, alumni office hours, and structured mentorship.
Roadmap
Upcoming initiatives.
- 01Spring 2026
CFA-OC SMIF Competition entry
First competition entry; deck and portfolio report due to CFA Society of Orange County.
- 02Summer 2026
Alumni mentorship program launch
Pair analysts with Marshall alumni in asset management, investment banking, and equity research.
- 03Fall 2026
Inaugural Trojan SMIF Ethics Challenge
Marshall-wide ethics case competition judged by faculty and alumni.
- 042027+
Live-capital pilot
Raise an initial tranche of alumni-funded capital for live investment under faculty oversight.