Fall 2025 Schedule

Join us for an exciting semester of guest speakers, career opportunities, and our Investment Portfolio Competition

Investment Portfolio Competition

Test your investment skills and compete for prizes

1
$3,000
First Place
2
$2,000
Second Place
3
$1,000
Third Place

Competition Timeline

Sept 11th 5:30 PM
Completed
Competition Launch
Investment Portfolio Competition officially begins
Sept 18th 12:30 PM
Completed
Registration
Register during AllianceBernstein event
Oct 2nd
Completed
Initial Report Due
Submit investment strategy and portfolio composition report
Nov 20th 5:30 PM
Completed
Prizes Awarded
Winners announced at Women in Finance Panel

Fall 2025 Events

Mark your calendar for these exciting upcoming events

Northwestern Mutual - Wealth Management
Completed
Brad Justice (Forbes Best-In-State Wealth Management Advisor) and Patrick Knapp (CLU®, CLTC®, ChFC® - Financial Advisor / Growth & Development Director) will discuss wealth management strategies and career opportunities.
Wednesday, September 11th
5:30 PM - 7:00 PM
Anderson School of Management
Speakers:
Brad Justice - Forbes Best-In-State Wealth Management Advisor
Patrick Knapp, CLU®, CLTC®, ChFC® - Financial Advisor / Growth & Development Director
Food and drinks provided
Business casual recommended
AllianceBernstein - High Yield Portfolio Manager
Completed
William Smith (CFA), Jason Brandt (CAIA), and Aaron Montaño (CAIA, UNM Alumnus) from AllianceBernstein will discuss high yield portfolio management. Features Investment Portfolio Competition with $3,000, $2,000, and $1,000 cash prizes. Open to all UNM students, no experience required. Attendance required to compete for prizes.
Thursday, September 18th
12:30 PM
JSC - GSM 126
Speakers:
William Smith, CFA - Director US High Yield Credit
Jason Brandt, CAIA - Head North America Institutional Distribution
Aaron Montaño, CAIA - Global Client Group, UNM Alumnus
Food and drinks provided
Business casual recommended
UNM Finance Career Fair 2025
Completed
Meet 10+ prestigious firms across finance, including BlackRock, KKR, and more. Opportunities in Investment Management, Financial Services & Advising, Retirement & Pension Funds, Wealth Management, and Banking & Capital Markets. Submit resumes in advance for one-on-one sessions.
Thursday, October 2nd
11:00 AM - 2:00 PM
McKinnon Center for Management Living Room
Partners:
BlackRock, KKR, and others
Hosted by The Lobo Investment Club & New Mexico Educational Retirement Board. In partnership with Anderson Career Services.
Food and drinks provided
Business casual recommended
Morgan Stanley - Women in Finance Panel
Completed
In collaboration with Morgan Stanley & Equila Financial. Learn about non-traditional paths into finance, gain insights on mentorship, networking, and career growth, and discover what it takes to succeed in wealth & portfolio management. We will also be awarding prizes and wrapping up the Investment Portfolio Competition.
Wednesday, November 20th
5:30 PM - 7:00 PM
Anderson School of Management
Partners:
Morgan Stanley, Equila Financial
Food and drinks provided
Business casual recommended
Topics:
Non-traditional paths into finance
Mentorship, networking, and career growth
Success in wealth & portfolio management