WMSOUT Austin · Est. 2019

Investment Team

Research, valuation, and the discipline to defend an idea.

A weekly technical program for members who want deeper practice in investment research, portfolio construction, and clear communication.

WMSO members attending an applied case discussion.
Weeklyteam meetings
$2,500student portfolio
$0additional dues
2 termsof curriculum

Curriculum

Build the process before the pitch.

The sequence moves from understanding businesses and financial statements to comparing opportunities, allocating capital, and presenting a point of view.

Fall

  1. 01Company and industry research
  2. 02Accounting fundamentals
  3. 03Valuation
  4. 04Stock pitches

Spring

  1. 01Asset classes and allocation
  2. 02Hedge-fund strategies
  3. 03Derivatives
  4. 04Capstone project
Three WMSO students presenting a financial-planning case.

Resources around the work

Practice reaches beyond the weekly meeting.

Members use mock interviews, technical guides, pitch feedback, and peer preparation to connect the curriculum with recruiting and real conversations.

Team leadership

Meet the people behind the process.

Will Blount and Rebecca Wallace lead the Investment Team's weekly curriculum, portfolio work, pitch development, and member preparation.

Shared mandate
  • Weekly curriculum
  • Student portfolio
  • Pitch feedback
  • Recruiting preparation
Will Blount, Co-Director, Investment Team.

Officer Board

Will Blount

Co-Director, Investment TeamLinkedIn
Rebecca Wallace, Co-Director, Investment Team.

Officer Board

Rebecca Wallace

Co-Director, Investment TeamLinkedIn

Applications currently closed

General membership comes first.

The Investment Team does not add dues, but it uses a separate application. Join the broader organization and follow WMSO channels for the next opening.

Membership details