The CMC Student Investment Fund aims to teach students about business, investing and portfolio management while also earning risk-adjusted excess returns above the benchmark. The SIF is designed to help prepare students for future careers in investment-related fields including finance, consulting, technology, nonprofit and entrepreneurship.

About the Fund

The Claremont McKenna College Student Investment Fund (CMC SIF) was founded in 1974 when an alumnus of the College donated $500 in investment securities. His intention was to give qualified students an opportunity to study investing and portfolio management through a “trial by fire” approach, while also creating value for the College’s endowment. The fund has grown substantially since its inception, and now manages $1.75 million of the Claremont McKenna College endowment.
The Claremont Finance Conference is an annual event hosted by the SIF that brings together some of the Claremont Colleges’ most successful alumni in the finance industry to speak with students about current events. This year’s theme was Investing Diversity, and students heard from industry professionals about value, growth, and hybrid investing. The keynote speaker was John Shrewsberry (’87), Executive Vice President and Chief Financial Officer of Wells Fargo. After a steak dinner in the Athenaeum, Mr. Shrewsberry led the audience through a presentation about innovation on Wall Street and the rise of financial technology.
In the fall of 2015, the Financial Economics Institute (FEI) and the Student Investment Fund co-hosted a series of financial literacy seminars for students from the five Claremont Colleges. The seminars were designed to educate students across all academic disciplines about personal finance, money management, investing, and basic accounting. The first seminar introduced personal finance and investing, with SIF members spending an afternoon with students discussing concepts such as saving and compound interest, building good credit, types of insurance, and investing through exchange-traded and mutual funds. A month later, the SIF led a second seminar to present the fundamentals of accounting and valuation, specifically the three main financial statements, valuation multiples, and discounted cash flow analyses. Both seminars were a success and reached capacity levels with student reservations. Amid high student demand, the FEI and SIF plan to host the program again next fall.



Membership is selected via application and interview. SIF meets on Tuesday nights from 7:00-8:30 pm in Roberts North 12, and in smaller groups every week on an as-scheduled basis. The membership application is emailed from the Financial Economics Institute to students every semester. 


Leadership changes yearly.

  • Chief Executive Officer: Matt Johnson


  • Chief Investment Officer: Josh Dorman


  • Chief Operating Officer: Alex Alsop


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