Smart Woman Securities members

Smart Woman Securities at UVA

Smart Woman Securities at UVA's mission is to create a cohesive, supportive environment for women to achieve financial confidence and explore new career fields through an intensive educational seminar series, investment project, mentorship program, and significant networking opportunities.

2018-2019 Goals
  • Include semester-long case studies and technical valuation training in the research team curriculum
  • Decrease investment portfolio cash holdings from 70% to 35%, and outperform the S&P 500 Index
  • Launch a restructured mentorship program, with improved pairings and group events
  • Leverage the SWS alumni database to plan new speaker, educational, and social events (e.g., SWS Young Alumni Reunion)
  • Partner with McIntire affinity organizations to increase membership diversity
  • Send all executive board members to the SWS national conference

 

2017-2018 Events

  • Women in Tech & Finance Panel with Professor Jingjing Li
  • Investment Banking Panel with Wells Fargo 
  • Co-sponsored the Bain Women's Case Competition
  • Sent one member to the Warren Buffet event in Omaha, Nebraska for the seventh year running
  • Sent a team to the William & Mary Stock Pitch Summit
  • Achieved investment portfolio returns as follows: Total Realized Return of 2.31%; Total Unrealized Return of 5.98%; Total Portfolio Return of 3.81%