Education | TAMID Group at Indiana University

Members admitted to the Finance Education track (1st semester) begin with foundational training in investing concepts, valuation methodologies, equity research, and stock pitching. After completing the Education track, members can advance into the Fund Track to manage the TAMID national investment fund or apply to join the Financial Consulting Track for client-facing project experience.

Career and Professional Growth
Benefit from resume workshops, keynote speakers, a recruitment newsletter, collaborative events, a robust alumni network, and receive mentorship from Kelley Investment Banking Workshop (IBW) and Investment Management Workshop (IMW) students for industry insights and guidance.

Skill Enhancement and Social Engagement
Cultivate communication, leadership, and teamwork skills through interactive activities, and join social events and networking opportunities to foster a sense of community within the club.

Leadership Development

Take on impactful roles as a track leader to give back to the community by mentoring new members, while building experience in communication, strategic decision-making, and team leadership within the organization.

Finance Pathway

Finance Education

What We Do

Finance Education provides an introduction to the finance industry and investment principles through coursework, stock pitches, and hands-on guidance from IBW and IMW members.

Finance Industry

Gain an overview of the finance industry and career paths within it

Financial Concepts

Understand stocks, market trends, and key finance terminology

Financial Statements

Analyze income statements, balance sheets, and cash flows

Stock Pitching

Learn how to structure and strategize a compelling stock pitch

Valuation

Explore valuation methods and how investors assess company value

Stock Pitch Competition

Apply your skills in a final team-based stock pitch competition

Coffee Chats

Members are expected to engage in one-on-one coffee chats with TAMID Finance leadership and are encouraged to connect with at least two additional members.

Expectations

Members in education track are expected to attend all meetings, engage actively, ask thoughtful questions, take notes, and complete all assigned activities. Professional conduct is required at all times, including but not limited to refraining from cell phone use and side conversations during meetings.

Fund Track

The TAMID Investment Fund offers members hands-on experience in conducting real investment research, equity analysis, and advanced valuation methods. Members engage in financial modeling, analytical thinking, and accounting techniques, enhancing their ability to evaluate and forecast investment performance. The fund covers sectors such as Technology, Media, Telecommunications, Healthcare, Software & Semiconductors, and Consumer & Retail.

Fund members also develop strong writing skills, proficiency in Microsoft Excel and PowerPoint, and public speaking abilities. By presenting complex financial concepts and strategies, members gain confidence and expertise in the finance industry, preparing them for successful careers.

TAMID Investment Fund members excel in Kelley Workshops such as the Investment Banking Workshop (IBW), Investment Management Workshop (IMW), Private Equity Workshop (PEW).

Networking

Develop key networking skills for success in the finance industry

Stock Pitch

Engage in advanced topics in stock pitch development

Behavioral Interview

Participate in mock behavioral interviews and

Technical Interview

Master technical concepts and problem-solving for finance interviews

Financial Modelling

Enhance your financial modeling skills with advanced techniques

Corporate Finance

Deepen your knowledge of corporate finance, including M&A, valuations

IBW and IMW Application

Dedicated weekly office hours will be offered for members interested in applying for the Investment Banking Workshop (IBW) or Investment Management Workshop (IMW). These sessions will provide personalized support for application essays, networking chats, and weekly lectures, as well as one-on-one check-ins to ensure each member receives tailored guidance throughout the application process.

Who We Are