Investment Group

Socially Responsible Investing for Philanthropy and Scholarship

The Beta Sigma Investment Group (BSIG) was formed in 2017 to philanthropically support St. Jude Children’s Research Hospital, provide scholarships, and prepare members for a potential career in the financial services industry.  BSIG is entrusted with an endowment of more than $150,000 that was donated by TKE undergraduate members and alumni.  The undergraduate members of the Investment Group with support from alumni advisors are responsible for investment strategy and all trades.

BSIG is organized into two groups of members that are based on experience, interest, and ability.  Analysts are responsible for monitoring our existing positions and researching new positions for the smaller “growth fund”.  Portfolio Managers are responsible for monitoring our existing positions and researching new positions for the “capital preservation fund”. 

Our Mission Statement

Beta Sigma Investment Group seeks to educate Fraters about the financial markets through hands-on investing experiences focused on both capital preservation and opportunities for stable returns benefiting philanthropic causes while maximizing Fraters’ chances for future success in securing a job in financial services.

Jeremy ListerCharles Bennett

Samuel MerriamMax Marell

 

 

 

 

 

 

 

 

 

 

 

 

 


Portfolio Managers:
Townes Pressler ‘19, Vince Caruso ‘19, Sebi Surraco ‘19, Karl Liapunov ‘19, Pablo Alvarez ‘20, Jordan Mauro ‘20, James Foster ‘20, Carter Scott ‘20, Andrew Collins ‘20, Michael Cesar ‘19, Wyatt Singer ‘21, Jake Willingham ‘20, Tim Marino ‘20, Harry DeRecat ‘20

Analysts: Brooks Jarrell ‘21, Greg Callaghan ‘21, Scotty Polson ‘21, Joey Giralamo ‘21, Ben Dankner ‘21, Blake Shaevitz ‘21, David Gasser ‘21, Khalid Smith ‘22, Daniel Hausen ‘21, Giovanni Pucci ‘21, Paul Schumacher ‘21, Jake Taylor ‘21, Jonah Spiegel ‘21, Rahsheed Clarke ‘21, Michael Baldwin ’21, Collin Butier ’21, Jackson Doran ’21, Jackson Keen ’21, Forrest Pressler ‘21

Actives
Alumni