Undergraduate Investment Management Workshop Endowment

Kelley School of Business - Bloomington

Your gift supports a high-impact experience that places quality, well-trained students on Wall Street and around the globe while ensuring stable funding for the workshop for years to come.

Make a gift

Undergraduate Investment Management Workshop Endowment

Kelley School of Business - Bloomington

Your gift supports a high-impact experience that places quality, well-trained students on Wall Street and around the globe while ensuring stable funding for the workshop for years to come.

Additional Info

The Investment Management Workshop (IMW) is a highly selective program that prepares students to compete for summer and full-time positions in equity/fixed-income research, sales, trading, and private wealth management positions.

In 2010, alumni established the Undergraduate Investment Management Workshop Endowment with the purpose of supporting the operations and mission of the IMW and a long-term goal of self-sustainment for the workshop. Income generated from the endowment is used to help fund meaningful programs such as:

  • Capstone experiences in New York City and Chicago to visit top firms
  • Training the Street
  • The IMW speaker series
  • The IMW Alumni Super Day Weekend
  • Support for the IMW student leadership team
  • Networking events on campus for the IMW
  • Support for the director of the IMW
  • Networking events in New York City and Chicago

As alumni and friends of the IMW, we rely on your engagement and support to further strengthen the workshop. Your support is critical in advancing the opportunities for students to successfully compete for positions at the most prestigious financial service employers. Please give today.

Your giving matters

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As a 1983 Kelley graduate who was so fortunate to have secured a position on Wall Street as a college senior, I feel obligated to give back not just financially but also with time and effort to help prepare the next generation.

Dan Aron BS’83

Important Disclosures

Please note, the name and purpose of the fund displayed on this page constitute the authorized description of the fund by the Indiana University Foundation, Inc. Your gift supports the fund as described herein.

This account is an endowment. Your gifts to this fund will be invested in perpetuity to provide annual income to support the purpose of the account. Per Indiana University Foundation, Inc. policy, endowment accounts which do not ultimately become fully funded at the required minimum through pledges/gifts will be converted to an expendable account supporting the same purpose as the original endowed fund.