West Point Investment Club

 


DCA Investment Club

 

Mission: The Investment Club seeks to educate and arm its members with the knowledge and tools to make sound personal finance decisions and prepare them to help their soldiers address their own financial decisions.  The Club meets twice a month and has educational meetings as well as guest lectures from practitioners in the finance and investment industry.  Educational meetings are facilitated by serving economics faculty in the Department of Social Sciences and teach the fundamentals of topics like: understanding/buying mutual funds, investing in stocks and bonds, selecting banks, using/investing the career starter loan, understanding and instituting retirement plans, understanding Army pay, VA benefits and the Post 9/11 GI Bill, and buying/renting a house/apartment at a duty station.  Guest speakers bring the educational topics to life by showing how they apply the techniques in the business world to achieve financial success both for themselves and their companies.  Cadets learn a great deal about both personal finance topics and leadership.  The lessons will help them as officers leading soldiers through the maze of personal finance choices that arise.  Personal finance issues are a huge distraction to soldiers while trying to build successful units – cadets who understand and can apply personal finance principles are armed to help alleviate many of these problems.

West Point Investment Club Information Sheet

Additionally, the Investment Club typically takes three trips per year. The Club visits the financial centers in New York and Boston as well as participates in the Rotman International Trading Competition in Toronto, Canada.  The Club utilizes an online trading game platform to allow members to practice their trading skills and compete against their peers.  The Club also manages the Spragins Fund, which is a portfolio of stocks the Club owns in order to apply what they have learned to real world investment decisions.  The cadets serve as the investment committee for the Club and the Officer in Charge executes the trades. 

The members of the Investment Club come from all four classes of cadets and a wide array of academic majors at the Academy.  The cadets share a common interest in investing, finance, and personal finance as well as the associated industries. 

Officer in Charge

CPT Ken Gannetta

CIC: Jackson Luff '18
Spragins Fund CIO: Zachery Page '17
Education CIC: Stephen Porada '19
Logistics CIC: Erik Mullins '17
Sector System CIC: Collin Cooley '19
Senior Sector Analysts: Jake Matty '17, Erik Peterson '19, Noah Siegel '18, David Lee '18