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The SWS Seminar Series is an intensive ten-week program in the Fall semester, in which students gain knowledge about the markets, develop analytical and research skills, and learn about the SWS investing principles. Participants attend weekly 1.5 hour seminars comprised of lectures, workshops, simulations, and other programming taught by invited professors, experts in the field, industry professionals, or SWS mentors. The seminars provide SWS members with the opportunity to research and formulate investment opinions for a variety of companies and interact with professionals representing a variety of fields and interests.

Associate Requirements

  • Attend 80% of the 10-Week Fall Seminar Series

  • Pitch the Investment Project

  • Receive a Bloomberg Certification

  • Complete a minimum of 3 hours of community service


Fall 2023 Investment Project Companies

  • Coca-Cola (KO)

  • Johnson & Johnson (JNJ)

  • General Motors (GM)

  • Target (TGT)

  • Chevron (CVX)

  • General Mills (GIS)

  • Microsoft (MSFT)

  • Berkshire Hathaway (BRK.A)

  • Costco (COST)

  • Gilead Sciences (GILD)

  • AT&T (T)

  • Raytheon Technologies (RTX)

  • PVH (PVH)

  • Nvidia (NVDA)

  • Madison Square Garden (MSGN)

  • Quest Diagnostics (DGX)

  • Ebay (EBAY)

  • Netflix (NFLX)

  • T-Mobile (TMUS)

  • Walgreens Boots Alliance (WBA)

  • Amazon (AMZN)

  • Walmart (WMT)

Investment Project

The SWS Investment Project is conducted during the Fall semester in conjunction with the Seminar Series. The Investment Project is formulated with the intention to give students the opportunity to apply the concepts and skills they have learned throughout the Seminar Series to a real-life stock pitch recommendation presentation. The project entails students working in teams of 4 – 6 people to complete a variety of deliverables aimed to prepare them to develop and present an investment recommendation on a selected stock.


Deliverables include an industry overview, business, and operations overview, competitors analysis,  SWOT analysis, and a financial statements and ratios analysis.


At the conclusion of the Seminar Series, students pitch their company to a panel of judges. Judges have included the SWS Fordham Executive Board, Dean Donna Rapaccioli, Professor James R. Kelly, Professor Paul Lynch and industry professionals from Golden Tree Asset Management, Morgan Stanley, and New York Life.

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