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Harvard Financial Analysts Club

The Harvard Financial Analysts Club (HFAC) is dedicated to providing the Harvard student body with sound financial education programs and real-world investment experience. Through the HFAC comp, new members are given a ground-up introduction to finance with a focus on internship and career preparation. After completion of the comp, students can help manage HFAC's open-end mutual fund, an equity portfolio under the direction of the club's student and alumni members. In addition to its weekly comp and fund meetings, HFAC hosts guest speakers from both academia and the finance industry.

Meetings for the 2009-2010 school year will be held every Thursday in the Lamont Forum Room on the third floor of Lamont Library.

Click here to see the HFAC 2008 Annual Portfolio Report

Click here to join the HFAC Mailing List

Official Sponsor*:




HFAC Fall 2009 Comp Schedule

Meeting Event Date Time
First Introductory Meeting
(Held in the SOCH P14 Seminar Room)
September 7 7:00pm - 8:00pm
Second Introductory Meeting
(Held in the Lamont Forum Room)
September 10 6:00pm - 7:00pm
Comp Begins: Intro to Value Investing September 17 6:00pm - 7:00pm
Business and Industry Analysis September 24 6:00pm - 7:00pm
Valuation Modeling I October 1 6:00pm - 7:00pm
Valuation Modeling II October 8 6:00pm - 7:00pm
Valuation Modeling III October 15 6:00pm - 7:00pm
Portfolio Management October 22 6:00pm - 7:00pm
Hedge Funds and Alternative Investments October 29 6:00pm - 7:00pm
Speaker: TBD November 5 6:00pm - 7:00pm
Mergers and Acquisitions November 12 6:00pm - 7:00pm
Comp Ends: Analyst Stock Pitches November 19 5:30pm - 8:00pm
Awards Ceremony (Held in the Leverett G-14) December 7 6:00pm - 8:00pm



Renowned professionals often speak at HFAC events.

In April 2008, the Harvard Financial Analysts Club invited investing legend Peter Lynch to speak to members of Harvard's investment clubs. Pictured above is the HFAC Executive Board with Peter Lynch.


*IMPORTANT NOTE: Weiss Asset Management ("WAM") is pleased to support the Harvard Financial Analysts Club ("HFAC") and its mission of providing students real-world investing experience. However, WAM's support of HFAC does not imply any endorsement or review of the investments of HFAC. WAM is not in any way related to HFAC and does not review, approve or participate in any of the decisions of HFAC. Likewise, HFAC does not have any participation in the operations or activities of WAM.



Questions or comments?
Email: harvard.fac@gmail.com for more information.