[ UBCO CAPITAL MARKETS CLUB — ]

UBCOCapital MarketsClub

Bridging academic finance and applied investment practice at UBC Okanagan.

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3Founding Pillars
3Active Initiatives
24 moTo Live Capital (Target)
Est. 2026UBCO's First Student Fund
[ 01 — WHAT WE ARE ]

A student-run organization at UBC Okanagan dedicated to developing the next generation of capital markets professionals.

Founded to fill a gap in applied finance education at UBCO, the CMC gives students a structured path from classroom theory to real investment practice: through research, simulation, and rigorous training.

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UBC Okanagan campus, Kelowna BC
[ 02 — THREE PILLARS ]

What we do.

01
01

Capital Markets Research

Equity research, investment memorandums, and formal stock pitches. Students engage the full lifecycle of fundamental analysis.

02
02

Student-Managed Investment Fund

A simulation-phase fund built on Bloomberg Terminal infrastructure. The long-term goal: transitioning to live capital management.

Simulation Phase
03
03

Training & Education

Bloomberg Market Concepts, Wall Street Prep modelling, weekly technical sessions, and an industry speaker series.

Ready to build your edge in capital markets?

Applications open Fall 2026.

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