Investment Portfolio Organization

We want to help you develop skills to become a successful investor. Come learn how to make more money with your money.

Fall 2021 Information Night

Monday, September 20th @ 5:30 PM

Location:  David Kinley Hall, Room 114

Dress Code: Business Casual

Join us and begin your life in investment management

    About Us

    IPO was founded a few short years ago with a simple concept -- to teach others and ourselves how to invest. Starting with just a handful of members and an idea, IPO has rapidly grown to include over 60 members, an interview process, and 12 core hourly seminars per semester. Our members now include students with leadership from a wide range of other prestigious organizations, including IBA, IMA, IBC, Business Council, and every business fraternity on campus. In terms of job placement, IPO members have seen a wide range of internships, from Investment Banking jobs in New York City and Chicago to research fellowships, Hedge Funds, and Private Equity firms, exemplifying the diverse backgrounds our members come from.

    While there are many factors that have contributed to IPO's success, three stand out most. First among these is our commitment to our core mission statement: sharing real-world knowledge of investing with others. Through numerous presentations by students and industry experts alike, hands-on demonstrations of investment software, and simulated stock trading competition, we give the skills needed to start investing personally or as a career. Second is our dedication to developing our members professionally. As an organization, we strive to help our members achieve their very best. With insider knowledge of many other top organizations on campus, as well as a plethora of interview and résumé experience, IPO prides itself on getting our talent wherever else he or she wants to be. The final major key to IPO's success is its incredible opportunity for leadership. IPO is still ripe with opportunity to fundamentally transform itself. Furthermore, since it is still growing so quickly, there are many new leadership roles constantly opening up to help drive our development. All one needs to advance in IPO is initiative, which is much of the reason we have thrived.









    Investment Simulations

    Individual and/or team investment simulations with real-time stock trading and $1,000,000 in fake money

    Learn the Basics

    Learn the basics of successful investing and tips on how to get started quickly. Meant for investing beginners.

    Stock Pitches

    Listen to members pitch stocks they invest in -- and have the opportunity to pitch one yourself.

    Our Team

    Jonathan Lee
    VP of Investment Managers
    Adam Azhari
    Ricardo Iriarte
    VP of Investment Managers
    Hanna Kunin
    VP of Communications
    Lucas Rosen
    VP of Operations
    Michael Kurzejka
    VP of Marketing
    Marcin Malysa
    VP of Education
    John R Thorne
    VP of Finance