Kelley students analyze, invest for workshop

Kelley School of Business students are performing analyses and investing real money
for the Knall-Cohen Investment Fund as part of the Kelley School’s Investment Management Workshop.

“Knowing that they are responsible for making investment recommendations for an actual fund makes a tremendous difference in how students approach this class,” finance professor and workshop instructor Robert Jennings said. “We’re offering these students real-world experience, which prepares them for internships and eventually careers in investment management.”

Workshop participants, who are mostly third-year students, are responsible for researching and identifying potential companies in which they can invest.

They then give a presentation to a board of directors, which includes Jeff Cohen and David Knall, managing directors of the Indianapolis office of investment advisory, banking and brokerage firm Stifel Nicolaus.Cohen and Knall created the fund to give Kelley School students experience in advising potential
investors.

“I’ve been incredibly impressed with the presentations I’ve seen from the workshop participants over the past two years,” Knall said. “We started the fund because we recognized a need for more financial education among students, not only to help them prepare for potential careers in investment management but also to help them compete in a global economy.”

— Kirsten Clark