SIF Celebrates 10 Years

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One of the distinguished programs of the Eberhardt School of Business is its Student Investment Fund (SIF). Established in 2007 with a generous $1 million gift from Bank of Stockton President and CEO Douglass Eberhardt, the SIF provides students with a unique opportunity to gain real-world experience in the U.S. stock market. In fact, only 200 out of the 9,000 business schools worldwide operate this type of fund.

As a part of the SIF class, a select group of undergraduate and MBA students have the opportunity to manage an investment portfolio currently valued at $3 million. They research, evaluate, write reports and make choices regarding where and how to invest the fund’s money. This year marks the 10-year anniversary of the SIF at the Eberhardt School. The fund also highlights the importance of giving back. A portion of each year’s earnings support the Speech-Language Pathology program, the Pacific Water Polo team, and the Eberhardt School of Business, as specified by the Eberhardt family as part of the initial gift.

Each year a group of 12 SIF students travel to New York City to participate in the Quinnipiac Global Asset Management Education (G.A.M.E.) Forum with other college students, faculty, and finance professionals from around the world.  This trip provides a unique opportunity to interact with industry leaders and learn best practices in investment management. This year’s activities included exploring Central Park, Times Square, Charging Bull on Wall Street, NASDAQ, Museum of American Finance, Bloomberg Terminal and the New York Stock Exchange.

The group also joined fellow Pacific alumni, Media X faculty, and the Brubeck Fellows at the Cornell Club – New York City Alumni House for an evening reception to celebrate SIF’s 10 year anniversary and showcase Media X, Pacific’s newest major that merges the visual, creative, and communicative power of various media through the integration of art, technology, and design.

“The Student Investment Fund trip to New York was one of the most memorable moments in my college career. It was amazing to see all of the alumni support that we received at the alumni event, and how willing they are to help Pacific students, like myself, succeed in their professional careers post-graduation.”
– David Perrizo, ’17

Along with the strong alumni support, another staunch advocate of the SIF program is Douglass’ niece, Mary Elizabeth Eberhardt, Vice President & Director of Community Banking, Bank of Stockton and an Eberhardt School of Business Executive Advisory Council member. Mary Elizabeth flew to New York to accompany the students. Her position as a leader in finance and her enthusiasm for the SIF program serves as a huge inspiration for the students.

“If there is any organization or group of students and faculty that I believe the world in and love with all my heart on the University of the Pacific campus, it’s the SIF Team,” said Dane Solberg ’17. “Special thanks to Mary Elizabeth Eberhardt for her generosity that has changed so many students’ lives. And a very special thanks to Dr. Benjamin Carlston – The professor that has inevitably changed my life.”

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