FGCU Alert

There is no emergency on campus. FGCU is hosting a Disaster Day Interprofessional Simulation Friday, November 15, at the Cohen Student Union and Recreation Field 1 with regional partners in the healthcare and public safety sectors. This is a drill – a simulation – where more than 300 students are learning how best to assess, diagnose, treat and care for patients in a high-pressure emergency scenario. Even though it may look and sound like an emergency during the training exercise, the “Disaster Day” is just another example of how FGCU is providing a transformative, learner-centered education to ensure our students are workforce ready.

Eagle Fund

The Eagle Fund is a Student Managed Investment Portfolio of Actual Stocks and Bonds.

By managing these investments under the guidance of industry partners and faculty advisors, our students gain invaluable hands-on experience using state of the art financial services technology. Skills gained in the program prepare our students for challenging positions in industry.

Eagle Fund - Class Photo Fall 2023

Eagle Fund current holdings:

 

  • About the Course

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  • Our Investment Philosophy

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  • Investment Process

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  • Recommended Reading

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  • Eagle Fund Portfolios & Performance

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  • Eagle Fund Research

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  • Eagle Fund in the News

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  • Eagle Fund Students & Alumni

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  • Eagle Fund Students & Alumni... Where are they now?

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The Wasmer, Schroeder, & Company Trading Room

The Wasmer, Schroeder, & Company portfolio trading room, located in Lutgert Hall 1205 in the Lutgert College of Business, is a state-of-the-art finance, trading, and research laboratory. The room features 11 Bloomberg terminals at dedicated PCs, four 80-inch LCD monitors to display lecture and presentation content, and a streaming stock ticker. In addition, the room is equipped with video/audio capture technology, with a motion-sensing video camera and two microphone sound bars. The trading room is primarily used as a finance research lab for undergraduate finance majors and MBA students. In addition, this room provides a classroom meeting space for the Eagle Fund and the Financial Policy course, the capstone finance course in the LCOB finance major. The trading room is also used for special events, such as executive committee meetings.

Sponsors

The trading room and this program itself wouldn’t be possible without our sponsors. We would like to thank Wasmer, Schroeder & Company, and the CFA Institute for their continued support. Click the links below to learn more:

wasmer schroeder logo
CFA society naples logo
Moran Wealth Management logo
 
 

Partnerships & Data Providers

Student Managed Investment Fund Consortium logo
Barron's & MarketWatch logo
BlackRock for Universities Program logo
Bloomberg logo
Chatered Market Technicians Association logo

FGCU and the LCOB would like to thank Ron and Jennifer Mushock for their gift to establish the Eagle Fund Small/Mid Cap Portfolio.

Contact Us

Travis L. Jones. Ph.D.

Ronald Mushock, CFA

Lutgert College of Business Advising

Lutgert Hall 1300
10501 FGCU Boulevard South
Fort Myers, Florida 33965