Investment Club

Socially Responsible Investing for PhilanthropyTKE USC Investment Club

TKE Beta-Sigma has expanded its partnership with St. Jude Children’s Research Hospital through the formation of Beta-Sigma Capital Holdings, an investment group that will teach members valuable trading knowledge and techniques, with the goal of maximizing returns, which will be donated to St. Jude.

What sets Beta-Sigma Capital Holdings apart is our commitment to socially responsible investing and philanthropy. Each year, Beta Sigma Capital Holdings will liquidate a percentage of our portfolio and donate the money to St. Jude Children’s Hospital.   We aim to maximize returns while also learning valuable lessons through real-world trading and through Investment Club Speakerlistening to distinguished speakers we will host.

The club currently manages a $40,000 investment portfolio.  Seed capital was donated from chapter member’s dues and is held in a distinct investment account with oversight provided by the Beta-Sigma Chapter Board of Advisors.   The members of the Beta-Sigma Capital Holdings Investment Club are responsible for investment strategy and all trades.

Our Mission Statement

The brothers of the Beta-Sigma Chapter of Tau Kappa Epsilon Fraternity are committed to maximizing portfolio growth and providing financial education to its members, in conjunction with financially supporting St. Jude Children’s Hospital. We intend to develop brothers’ leadership Discussionabilities, improve financial literacy, and raise awareness for our allegiance to St. Jude.


Founder/President – Arjun Dundoo (Spring ’15)

Will Gibson (Fall ’13)

Jose Rodriguez (Fall ’13)

Guido Scassellati (Fall ’13)

Matthew Round (Fall ’13)

Jonny Wolverton (Fall ’14)

Connor Martin (Fall ’14)

Sam Nicholson (Fall ’14)

Bradley Strode (Fall ’14)

Naish Gaubatz (Spring ’15)

Vince Caruso (Fall ’15)

Tim Vorhoff (Fall ’15)

Andrew Christiansen (Fall ’15)

Evan Morris (Fall ’15)

JJ Lister (Spring ’16)