Bryn Mawr College Takes Third Place in Adirondack Cup Competition

Bryn Mawr College Takes Third Place in

Third Adirondack Cup Competition


18 Colleges and Universities Participated in Unique Stock Picking Event

Guilderland, N.Y. – A team of seven Bryn Mawr College students has earned third place in the 2014 Adirondack Cup, a competition during which college teams competed against each other over six months to build and grow a small cap portfolio of stocks, just like the pros at Adirondack Small Cap Mutual Fund (ADKSX). The competition is sponsored by the advisor to the Guilderland-based mutual fund, an owner-managed fund recognized in 2011 and 2013 by Lipper Inc. as the best small cap value mutual fund in the U.S. The St. Lawrence University team took first place in the competition, followed by Ithaca College in second place.

 Students from 18 colleges and universities across the Northeast participated in the competition, managing a hypothetical small cap portfolio of stocks valued at $1 million.The goals of the competition, which is in its third year, are to teach students the difference between trading stocks and thinking through their investment decisions for the long term and to help them make appropriate connections in the financial services sector as they prepare to enter the job market.

According to Adirondack Principal and Chief Marketing Officer Steve Gonick, “The students have grown their network of contacts in the industry as a result of participating in the Adirondack Cup because many of our clients have been actively following the competition, often rooting for the students from the school they graduated from.  This will be extremely helpful as they start their careers.”

The St. Lawrence portfolio had a 27.54 percent return, resoundingly beating the Russell 2000 Index, which measures the performance of small cap stocks in the U.S.; the index had a return of 3.15 percent for the period.  The 2012 Adirondack Cup winner, Ithaca, had a return of 15.33 percent.  Bryn Mawr College had a return of 14.01 percent. Rounding out the top five, Saunders College of Business at Rochester Institute of Technology had a return of 7.79 percent and the State University of New York at Geneseohad a return of 7.03 percent.

The other colleges participating in the competition were Binghamton University;Buffalo State; Clarkson University; The College at Brockport, State University of New York; The College of Saint Rose; Hofstra University; Macalester College; Siena College (the 2013Adirondack Cup winner); St. John Fisher College; State University of New York at Plattsburgh; Union College; University at Albany; and Wesleyan University.

At the start of the competition in October 2013, students were expected to do their research, create a thesis on their stock picks and determine investments and allocation. Each portfolio had to include a hypothetical $1 million invested in five small cap stocks (defined as companies with market caps between $50 million and $3 billion).  Each of the five stock picks had to be from a different industry and each holding had to be at least five percent but no more than 50 percent of the portfolio. Teams were allowed to make changes to their portfolio only twice during the contest period.

The Adirondack Small Cap Fund was launched in April 2005 and has enjoyed strong growth. It has seen tremendous growth in the past year and today has $306 million in assets under management.


New Executive Board 2014-2015 Elected

We are proud to announce our new Executive Board Members for 2014-2015:

Executive Director: Dingwei Li

Portfolio Manager: Yaxuan Wen

Treasurer: Nancy Yannan Li

Secretary: Yiling Bai

Publicity: Tianyi He

Congratulations! We hope all of them all the best the upcoming academic year.

OIG & LILAC: PwC Women Leadership Series

Aspire to Lead: The PwC Women’s Leadership Series

A live, global forum on women and leadership

Special Guest: Sheryl Sandberg (webcast)
Co-sponsored with LILAC and Owl Investment Group

Participate in a viewing party here at BMC! Join us for free lunch in the campus center!
Skype with BMC Alumna Malli Gupta (’13) and Skye Brainard (’79) at 12:00pm, then watch a webinar with Sheryl Sandberg at 12:30pm focusing on how female students navigate the transition from campus to career.Aspire to Lead: The PwC Women’s Leadership Series 

Date: Thursday, April 24, 2014
Location: Campus Center 200
Time: 12:00-12:30 Skype Panel with BMC alumnae
12:30pm-1:30pm (Live Web Cast)
Register: Please RSVP to LILAC via this LINK

12-12:30pm – Skype call with Malli Gupta (Economics ’13) and Skye Brainard (History ’79)
Malli graduated Bryn Mawr in 2012 with a major in Economics and minors in Creative Writing and Political Science. She joined Health Industries Advisory at PwC after graduation. At PwC, she started the Lean In Circles program in New York Metro and is passionate about dialog around gender inclusive leadership. Skye Brainard (’79) majored in history and has over 19 years experience with designing, developing and delivering learning opportunities for professional services firms.

12:30-1:30 Web Cast
Join us for a live webcast featuring Sheryl Sandberg, Facebook’s COO and the author of Lean In: Women, Work and the Will to Lead and Lean In for Graduates. She also set up a non-profit organization called LeanIn.Org, igniting a conversation about women and ambition. During the webcast, Sheryl will offer tips to graduates for finding the right job, negotiating your first salary and succeeding in your career. Sheryl will be joined by Terri McClements, PwC’s US Human Capital Leader and Global Talent Leader, who will share her insights and experiences. The event will be broadcast live from Facebook’s campus in California.

This webcast will be of particular interest to female college students looking for tips on entering the workforce, and will delve into some of the challenges students may face as they transition from campus to career. You can read more about Pricewaterhouse Cooper’s commitment to developing the next generation of women leaders here.

Annual Club Donation Result 2014

Each year, Owl Investment Group donates money to student clubs and fund events at Bryn Mawr as a way of giving back to our community using the money we’ve earn from our investment. We hope to create a positive impact on our community through our donation.  This year, after careful consideration, OIG has decided to donate $200 to Sisterhood and $256 to a student initiated Microfinance interest group respectively.

Sisterhood is hosting a series of events regarding sexual assault awareness and protection on campus this semester. Through helping Sisterhood to fund the month long events, OIG sincerely hope that Sisterhood can successfully raise awareness about sexual assault, aid in the healing process for sexual assault survivors, and promote discussion on how to empower the community to stand up for themselves in adverse situations.

The student initiated Microfinance interest group will enter the Lend for Philly competition. In this competition, teams will find business owners who lack access to standard banking services and provide them with the necessary funds to start their own small business. The practice of Microfinance is a tangible way to promote economic development through helping business practices. As a college-based microfinance group, they would be capable of provide business consulting to local small businesses and deliver small loans. This interest group would be an incubator for Mawrters who have an entrepreneurial spirit.

Congratulations to both Sisterhood and Microfinance interest group. Hope OIG donation will help them with their events/project and have a positive impact on our community.

Lunch with Fidelity Senior VP, 4/15

Samantha O’Neil , (’90 Sociology) Senior Vice President, Integrated Marketing, Fidelity Investment Group, will be visiting campus on Apr.15th. Samantha has 20+ years of experience in marketing. She is also part of company-wide initiative to engage more women in planning for their financial futures.  Please join us for this rare opportunity.

Registration link :

Sign Up For Barclays Trip

If you still would like to register for this Friday’s Barclays visit, p lease email The deadline for signing up is midnight today.

Trip Information

Date: Friday March 28th

Event Start Time: 2:00 pm

Duration: 3-4 hours

Location: New York City (near Times Square)

Barclays Mandatory Meeting and Travel Information

Please note that if you sign up for this trip, you must  attend the following MANDATORY MEETING

Date: Tuesday, March 25th

Duration: 6:30 – 7:30 pm

Location: Haverford, Stokes 010

For Friday’s trip please make sure that you have an adequate supply of cash for food purchases and transportation. You must buy your Megabus ticket ASAP (see transportation information section below for more information).

Transportation Information:

Event Location/Address: Barclays Capital, 745 Seventh Avenue, New York, NY 10019

Everyone has the freedom to arrange their own travel plans for arriving to the event. Make sure you arrive in NYC by no later than 1:00 pm! We will all meet at 1:30 pm at the Barclays Capital building in order to go through security as a group. If you would like to travel with the board, you are more than welcome to join us! The board’s travel plans are as follows:

Meet at the Septa Haverford R5 station

(To: 30th Street)

Departs: 8:12 am

Arrives: 8:33 am

Price for ticket: ~$5.00

**Meet at 8:00 am**

You will need to purchase a ticket at the station or on the train.

(You can also hop onto the same train at the Ardmore station if that station is closer. Departs: 8:14 am)


(To: NY, 7th Ave & 28th St.)

Departs: 9:00 am

Arrives: 11:30 am

Price for ticket: $13.50

1) Buy your ticket ASAP . If you do not reserve your spot early, you might have to take a later bus.

2) We will reimburse you for your Megabus ticket to New York only.

**You must send your e-ticket to as soon as you purchase your ticket in order to be reimbursed**

NY Metro

(To: Barclays)

Time: TBA

Price for ticket ~$2.25

We will take the 1 train uptown from the Megabus stop in NYC to Barclays. Board Contact Info:

(925) 899-9473 Matt Corbin

(818) 515-0072 Alex Villalta

(610) 509-5697 Cecilia Li

(678) 761-3047 Tom Yi

(626) 807-6604 Leslie Tjing

(646) 330-1895 Ethan Pan

1. Everyone is responsible for arranging their own transportation after the site visit. The club will not be covering these transportation costs

2. Due to budget constraints, the club will be covering only the Megabus cost on the way to New York, and will reimburse you up to a total of $15.00. The Septa tickets to 30th Street and the 1 train tickets to Barclays will not be covered (the price should be about $5.00 and $2.25 respectively).

Great News from Adirondack Cup Competition

As of today, Bryn Mawr College is in the FIRST PLACE. St.Lawrence University has been the first for quite some time, and as of today, we surpassed them. The competition is near to its end, so keep it up Owls! *The Adirondack Cup Competition requires participating teams to hypothetically invest 1 million in small cap stocks, the team with the highest return wins.

Important Business Model Presentation after Spring Break

Our next General Meeting is postponed till the week after Spring Break, on 19th March, 9pm @Taylor G. Beside market update and portfolio update, we’ll have an presentation on Business Competition and Michael Porter’s “Five Forces” Model as well as its applications. This will be a great opportunity to get some insights on how business models apply in the real world. We look forward to seeing you all after Spring Break. And meanwhile, we wish everyone good luck on their midterms and enjoy Spring Break.


3 Day Startup Summit in Philadelphia

Nvigor, a student run origanization that seeks to promote entrepreneurship at the collegiate level for students in the greater Philadelphia region (, is hosting the 3 Day Startup Summit in Philadelphia this year ( This is a three day event from March 28 – March 30 where students can immerse themselves in the entrepreneurship environment and develop critical skills. Students will be connected with a powerful network of mentors together with 50 other students that share similar passions in entrepreneurship. Over the course of 3 days, students will create a business model, be in contact with potential customers and develop lasting professional/personal relationships.

The 3 Day Startup Summit are looking for students who can fulfill the following roles:

Software Engineer

Business (Finance, Marketing, Biz Dev)

Graphic Design (Web, Print)
Advertising, PR
Other: Wildcards, Raw Passion
Application Website: Application deadline is March 8, and applicants will be notified of their admissions status sometime between March 14-21. More information can be found at, or by contacting


Alum Seminar Series

Meet Amy Loftus ‘90, the Executive Vice President at Accolade, Inc. She has more than 20 years of experience in consulting, with a focus on health care. Don’t miss this great opportunity! Tue, 28 Jan. Noon-1:15pm @  at Pen Y Groes (The President’s House1007 Wyndon Ave. Corner of North Merion and Wyndon).