students attend a GW Investment Institute class in the Capital Markets Trading Room in Duquès Hall

 

Learning By Doing

 

The GW Investment Institute is focused on education as well as research and development. The institute serves as a link to industry and industry professionals, and is a platform where our alumni and friends connect. We teach students how to invest and how to think about investing. Our lab is the capital markets, where our students serve as our analysts and portfolio managers; they manage our approximately $7 million in university endowment funds. We teach at the undergraduate and graduate level, and cover topics such as equities, real estate, venture capital, fixed income and quantitative investing.

 

 

Upcoming Events

promo flyer for Live with Rodney Lake, the GW Investment Institute show

Join GW Investment Institute Director Rodney Lake on Zoom for an informative discussion about the current stock market climate.

Upcoming Dates

  • September 23, 2021
  • October 21, 2021
  • November 18, 2021

Please visit GW Investment Institute LinkedIn page for more details.

flyer for GW Investment Institute Stock Pitch Days

Please join us for our upcoming fall semester GW Stock Pitch Days. More than 50 students (portfolio analysts/managers) will pitch their buy and sell recommendations for the following Student Investment Funds (SIFs):

  • GW Phillips SIF, December 8 at 12:45 p.m. ET
  • GW Real Estate SIF, December 10 at 12:30 a.m. ET
  • GW Phillips SIF, Prof. Lake, December 11 at 10:00 a.m. ET
  • GW Ramsey SIF, December 12 at 10:00 a.m. ET

Register here. Please note: For all in-person events at GW, visitors are required to complete the visitor access registration form and provide a copy of the registration confirmation to GW Investment Institute staff upon arrival. Learn more about GW visitor requirements.

 

Faculty & Staff

Rodney LakeRodney Lake

Mr. Lake teaches graduate and undergraduate finance courses primarily associated with and developed by the GW Investment Institute. Students enrolled in these courses manage university endowment capital through the GW Investment Institute’s student investment funds, consisting of multiple funds across different asset classes and with more than $7 million of assets under management (AUM) as of January 2021.

Mr. Lake serves as the director of the GW Investment Institute where in addition to teaching courses associated with student investment funds he oversees the portfolios; connects with alumni and industry practitioners; leads the GW Investment Institute Live Show and other events; and oversees GW Investment Institute’s day-to-day operations, including staff and budget.

Additionally, Mr. Lake serves as vice dean for undergraduate programs, working towards achieving GW’s mission of excellence. Prior to this leadership position, he served as a co-chair for the Department of Finance at GWSB for several years.

Mr. Lake serves as GW Faculty Member in Residence. The program is a partnership between Academic Affairs and the Center for Student Engagement. It provides faculty members with unique opportunities to connect with students in a residential setting. The faculty facilitate educational and cultural development activities in their community, such as: programs, events, and informal interactions with GW residential students.

Mr. Lake serves as a member of GW’s Innovation and Entrepreneurship Leadership Council and for several years served as a mentor-in-residence for the GW Office of Innovation and Entrepreneurship. He continues to provide guidance, coaching, support, and connections to students interested in entrepreneurship and finance overall.

Mr. Lake serves in some opportunistic roles such as, co-host for George Talks Business, a team coach for student competitions, as a mentor for student teams in GW’s New Venture Competition, as a judge for George Hacks, hackathons that facilitate the application of classroom knowledge to real-world medical issues, and as an advisory committee member for the GWU Credit Union Initiative, which seeks to start a chartered student-run credit union at GW.

Honors and Awards

  • GW School of Business, 2021 Dean’s Teaching Awards - Teaching Award for Specialized Faculty Recipient
  • GW School of Business, 2020 Dean’s Awards for Excellence - Faculty Service Award Recipient
  • GW School of Business, 2020 Faculty Awards - Outstanding Global Master of Business Administration Faculty Award Recipient
  • GW Student Life Awards - Nominated in 2019 for the The Honey Nashman Spark A Life Award for Faculty Member of the Year

Prior to Mr. Lake’s current appointment in the GWSB Department of Finance and the GW Investment Institute, Mr. Lake worked as a senior investment officer in the George Washington University Investment Office. The GW Investment Office was responsible for managing the university’s then $1.5 billion endowment fund.

Prior to the GW Investment Office, he was a senior financial analyst in the Executive Vice President and Treasurer’s Office at GW, where he served as an internal consultant for projects ranging from financial and optimization modeling to developing spin-out strategies and valuations for internal businesses. Prior to joining GW, he was a financial analyst in portfolio management at a mortgage banking subsidiary of California Federal Bank (now part of Citi).

Mr. Lake graduated cum laude from West Virginia Wesleyan College with a Bachelor of Science degree in business administration. He received his MBA from the George Washington University.

Matthew MillerMatthew Miller

Mr. Miller is a senior financial associate with RBC Wealth Management and joined the Ross Group in 2015. He serves as a member of the portfolio team working on client portfolio construction, management, and allocation. Prior to joining RBC Wealth Management, he worked at FBR Capital Markets in its Institutional Equity Sales & Trading group and then at Fannie Mae as part of its Fixed Income Securities Marketing group. Matt holds his Series 7 and 66 security licenses.

Born and raised in the D.C. area, Matt is from Laytonsville, MD, and graduated from Good Counsel High School.  He attended Cornell University where he graduated in 2005 with a B.S. in communication, concentrating in applied economics and management. While attending Cornell, Matt was a four year member of the Varsity Baseball team, and served as captain of the team his senior year. 

Matt earned his MBA in finance and investments from The George Washington University in 2012 and is currently an Adjunct Professor of Finance at GW.  He teaches a Phillips Student Investment Fund class, which allows students to analyze companies and manage a real-money equity investment portfolio.

Bojana JankovicBojana Jankovic

Ms. Jankovic is a program manager at the GW Investment Institute. Prior to joining GW, she worked in management consulting and nonprofit organizations.

Ms. Jankovic is an MBA candidate at the George Washington University School of Business (GWSB). She holds a graduate certificate in Business Foundations from GWSB and a Bachelor of Arts in Political Sciences from the University of Belgrade.

Elizabeth Voss

Ms. Voss received her Master of Accountancy from the George Washington University in May 2020. She also has a Master of Public Policy from Georgetown University and a Bachelor of Arts in Public Policy and Psychology from the College of William and Mary.

Elizabeth has over 15 years of experience working with nonprofits in Washington, D.C., including managing communications, designing and launching new programs, and developing partnerships.

Farzad PouyaFarzad Pouya

Farzad is a research fellow at the GW Investment Institute committed to advancing the institution’s understanding of how technologies stand to impact the current and future investment landscape. Prior to this position, he gained knowledge of entrepreneurship management as a startup co-founder and conducted financial research in various capacities in Germany, Afghanistan, and the U.S. He will apply his expertise in the intersection of finance, technology, and entrepreneurship to the Institute’s research and curriculum-building efforts.

Farzad comes to the Institute with a Master in Business Administration in Finance from the George Washington University School of Business, as well as a Master of Science in Management Strategy from the WHU – Otto Beisheim School of Management and a Bachelor of Arts in International Politics and Economics from Jacobs University in Germany.

Julia NguyenJulia Nguyen

Julia Nguyen is a student research assistant at the GW Investment Institute. She is currently a senior pursuing a BS in Finance and International Affairs at GW. Julia spent the past fall semester as a junior analyst at SK Group, where she participated in all stages of the investment process from developing partnerships to conducting research and due diligence.

Lexington ZografakisLexington Zografakis

Lexington ("Lexi") Zografakis is currently a senior in the business school, pursuing a major in Finance and Economics. Outside of classes, Lexington is a project manager for the TAMID Group and a member of the Women in Finance Alliance (WIFA). Prior to joining GW Investment Institute Lexington was an operations intern for a firm based in Long Island, New York, served as a Teaching Assistant for Investment Analysis: Venture Capital class, and was summer consultant for Bates White Economic Consulting. Outside of school and work, Lexington enjoys visiting museums in D.C, hiking, and traveling.