News And Events

Guest Speaker - Sept 25th

Our guest speaker series will resume for the Fall semester on Friday, September 25th at 3:30PM when Mr. Vincent Raia, of Moody's Investor Services speaks to students in the Greystone Funds. Vincent, a 2014 Marist graduate, will speak about the rating process in general, and asset-backed securities, such as student loan transactions, in particular.


CFA Level 1 Examination Results

The results of the examination held in June were released. Two of the three Marist students who sat the exam were successful. Congratulations to Dan Sheldon and Anthony Pandolfi! The other students in the class plan to take the test in December. We wish them good luck in their endeavors.


Bloomberg Aptitude Test - Friday March 6th

The Bloomberg Aptitude Test will be held once again at Marist. The two-hour examination is directed toward Finance, Accounting and Economics majors primarily, although it is open to all students interested in pursuing a career in Banking and Finance. You can register at The test will be administered in the Investment Center from 6:00PM - 8:00 PM on Friday, March 6th. For more information please contact Prof. Ken Coletti or Prof. Brian Haughey. 


New for Spring '15 - Structured Finance Modeling Class

The Spring semester will see a new Finance class being piloted. Students who take the "Structured Finance Modeling" course will learn about the world of ABS (asset-backed security) deals, and how to structure an auto-loan securitization, including cracking tapes, building a waterfall, and hedging risk. This course should appeal to students who have an interest in working in one of the rating agencies, or in an ABS group in an investment bank or a hedge fund.

The Spring semester will also see the return of our CFA®  Level 1 prep class, described below.

RESCHEDULED Guest Speaker - Friday Feb 20th

Our series of invited guest speakers will continue in the Spring semester, kicking off on Feb 20th with presentations by speakers from Bloomberg.  At 2PM there will be a demonstration of Equity-related functions, followed at 3:30PM by a presentation focusing on Fixed-Income. All interested students, faculty and staff are welcome to attend.

Finance Round Table - Friday Feb 27th

We shall be hosting a round table discussion with a group on Wall Street professionals, all of whom are Marist alumni, on Feb 27th. The schedule includes lunch with selected students, a tour of the campus, the panel discussion, followed by a networking event for students. Our guests will also take in a basketball game at the McCann arena. 


CFA Level 1 Examination, June 2015

This Spring, a group of Marist College students will be preparing to sit for the Level 1 Examination organized by the CFA Institute. The Chartered Financial Analyst designation is the gold standard in the asset management business. Our students will be participating in series of weekly classes to aid in their exam preparation. For more information on the prep class please see Prof. Brian Haughey. To learn more about the CFA® charter, please visit


Greystone Fund Rebalancing

December saw student managers in the Greystone Equity Fund complete the semi-annual portfolio rebalancing. Students made presentations on the stocks that they had researched, and the investment committee, consisting of all the students in the class, voted on the various recommendations. At the same time, students in the Greystone Fixed Income Fund class made their recommendations about allocations in the bond market, largely favoring Convertibles and Leveraged Loans.

BUS 427 Presentaion


Student Investment Club

The Student Investment Club meets on Thursday evenings, at 9:15PM, in HC2023. The club is a forum for students who are interested in the capital markets and investing. Each week there are lectures by students on topics of interest, discussions of current market events, and analysis of selected stocks. All are welcome - for more information, see the Marist College Investment Club group on Facebook.

BUS 120 - Financial Literacy Class

 The one-credit, eight-week series of classes covering basic financial literacy will be held again this semester. This class is highly recommended for all Marist students, particularly Seniors. For more information, please contact Prof. John Finnigan, Prof. Philip LaRocco, or Professor Haughey.