The Holy Cross Student Investment Fund Wins First Prize

On March 28, 2019 the Holy Cross Student Investment Fund competed in the  UMASS Minuteman Equity Fund.  With twelve teams competing, including MIT, Harvard, Columbia, Georgetown, Penn State, UConn, Northeastern and Babson, Holy Cross won $3,000 for first prize!  The four students, (pictured below, pitched CVS. Congratulations!

HC Student Investment Fund Left to right: Hayden Ivatts ‘21, Jack Boyd ‘21, Jack McConville ‘20, Hannah Callaghan ‘20

The HC Student Investment Club, now in its second year through the Ciocca Center for Business, Ethics, and Society, is a group of 37 students from all class years and majors.  After a competitive application process, students work in teams to gain experience in the fields of asset valuation, equity research and portfolio management with the Bloomberg Terminal on campus.  The students work closely with alumni and have scheduled site visits in NYC and Boston, MA.

“On our recent trip to New York, we showcased this feat and the work of our club to key alumni in the financial services industry.” comments Jack Boyd ’21. “There, the Industrials and Technology Group showcased their pitch-decks on United Rentals (URI) and Square, (SQ) respectively. The rigor and quality of these presentations were amplified with the use of our Bloomberg Terminal and strengthened after weeks of hard work within their coverage groups.”

Thanks for reading! Cassie

Cassie Gevry, Associate Director of Student Engagement
Ciocca Center for Business, Ethics, and Society

Ciocca Center Intern Interviews Rick Patterson ’80

Rick Patterson ’80
Founder of Coniston Capital

Rick Patterson ’80 was an economics major and currently serves as the chair of the Holy Cross board of trustees and is a director of Global Weather Corporation and RedShelf Inc.  Rick has been a trustee on the Holy Cross Board since 2011 and became chair in Aug 2018. As a first generation student, Rick’s time on the hill was dedicated to working hard and knowing he wanted a career in business.  After Holy Cross, Rick went on to earn his M.B.A in finance and international business from Columbia University.  Rick began his career in 1982 as a banking officer at Mellon Bank, where his first assignment was actually as a driver for a corporate golf event!  Before founding Coniston Capital, Rick was a founding partner of Spire Capital (1999-2015) and previously a partner at Waller Capital Corporation (1986-1999).  As founder of Coniston Capital, Rick drove investment opportunities within the media and communications sectors. Based in New Jersey, Rick dedicates much of his time to the Holy Cross community.  Since becoming chair of the board in September 2018, Rick’s visit to Worcester in February 2019 marks his 8th trip back to the hill.

Most important qualities of CEO/President:

Rick values natural leaders with a vision and the ability to express that vision.  The best CEOs are people who “can select and motivate talent.”
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Ciocca Center Intern to Interview Alumni for Class

Business on campus at College of the Holy Cross is developing as the newly named Ciocca Center for Business, Ethics, and Society expands its offerings to students eager to learn about the industry.  The business program at HC includes the following: Certificate in Business Fundamentals (with an optional track in finance and banking), Certificate in Entrepreneurship, and a minor in Business Ethics, and Society.

My name is Sarah Anderson ’20.  I’m a junior at Holy Cross, majoring in English with a Religious Studies minor working towards my Certificate in Business Fundamentals.  As the current chair of the annual Women in Business Conference, I am interested in learning more about different leadership styles and company dynamics within the workplace.  For the Academic Internship Program, I am taking a seminar called “Boards and CEOs: Governing America’s Businesses” with Professor Dan Riccardi and interning at the Ciocca Center.  My main project is crafting a blog featuring my research and interviews with HC alums that highlight current CEOs and board members of a variety of companies with a liberal arts education.

Check out the following blog posts to learn from HC alum CEOs and board members about their roles and how they got there!