The Ballentine Investment Institute
The Ballentine Investment Institute was established in 1992 by an endowment by Whitman alumnus Steve Ballentine '83 BS, president and chief executive officer of Ballentine Capital Management, Inc., an investment management firm he founded in 1989. The Ballentine Investment Institute offers sophisticated tools used by investment professionals to support learning, research, and professional development. With a mission to offer an unparalleled investment education to you, the Ballentine Investment Institute provides access to state-of-the-art capabilities and programs to help prepare you for a career in finance.
The Orange value Fund program runs a $3.8 million hedge fund. The two year program, combines rigorous academic training, security and business analysis, portfolio management and career components that enable students in the program to acquire the necessary skills to seamlessly work in either Investment Banking, Equity Research, or Asset Management. Students in the program manage private investors' money.
Each year, our top finance students compete for the chance to spend three days in New York City with alumnus Stuart Frankel '61 BS, founder and CEO of Stuart Frankel & Company.
Students achieve Bloomberg certification through Equity and Fixed Income training modules.
The Ballentine Investment Institute is a hub of activity for Whitman students. To view the schedule of events occurring at the Ballentine, including Orange Value Fund meetings, click on the link above.