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Since its inception in the fall of 2004, the Center for Advanced Financial Education has become a vibrant entity focused on better preparing the students at the Mario J. Gabelli School of Business for successful careers in the field of Finance. Acting as a catalyst, the Center for Advanced Financial Education helps to bridge the gap between academia and the Financial Services Sector. Graduates of this program are well positioned to move with ease into firms that offer a full range of financial services.

In addition to the experiential learning that comes from managing two real-dollar portfolios, the student fund managers are required to present their portfolio methodologies and performance to industry professionals, University Administrators, family, friends and alumni at the end of each semester.

This practical experience is also enhanced – thanks in large part to the generous support of sponsors and CAFÉ alumni - as students fund managers have the opportunity to visit domestic and foreign financial markets to present their portfolio methodologies to industry professionals and academics. Such opportunities broaden the student fund managers’ understanding of international financial markets and economies, making them better analysts in the CAFÉ. Various groups have presented their investment methodology to such institutions as the London Business School, the University of Edinburgh Graduate School of Business; the Frankfurt School of Finance and Management; the University of Zurich; the University of Economics – Prague; the University of Hong Kong; American University of Dubai and the Beijing International Studies University in various settings with students and faculty alike. They have also visited and attend seminars at the major exchanges in Chicago; New York; London; Frankfurt; Dubai;Shanghai; Hong Kong; Tokyo and even Reykjavik!

Major achievements of the CAFÉ Portfolio Management Program include winning  two prestigious national portfolio management competitions. The CAFE program placed first in the undergraduate core investment strategy category of the student-managed portfolio competition at the Quinnipiac Global Asset Management Education (GAME) IV Forum held in New York City in 2014. A week later, the CAFÉ program grabbed top honors in the same category at RISE 2014, the University of Dayton’s 14th annual student portfolio competition.

These domestic and international experiences/exposure have not only helped to broaden students’ cultural horizons, but have helped to better prepare them for positions that may have business dealings abroad.The CAFÉ Portfolio Management program is proud of the placement of its graduates throughout the years. A condensed listing of some of the wide range of financial institutions that have hired former student fund managers is provided below:

  • Alliance Bernstein
  • Bay Capital Investment Partners
  • BlackRock
  • Brown Brothers Harriman
  • BNY Mellon
  • Credit Suisse
  • Edward Jones
  • Fidelity Investments
  • GAMCO Investors
  • Intercontinental Exchange (NYSE)
  • JP Morgan Chase & Co.
  • Keefe, Bruyette & Woods (KBW)
  • Merrill Lynch
  • MFS Investment Management
  • Morgan Stanley
  • Northwestern Mutual Life
  • PricewaterhouseCoopers
  • Recon Capital Partners
  • Royal Bank of Scotland
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • State Street Global Advisors
  • U.S. Trust

Please take advantage of this website to learn more about the CAFÉ Portfolio Management Program.

For more information, contact:

Michael R. Melton, Ph.D.
Director, Center for Advanced Financial Education
Professor of Finance
Mario J. Gabelli School of Business
Phone: (401) 254-3391