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.

Orange Value Fund

A $1.7 million student-run hedge fund, the Orange Value Fund combines academics, research, money management and career components for students to identify investment opportunities.

NYC Field Trips

These annual trips to the stock, futures exchanges, brokerage and investment banking firms in New York City provide an educational foundation for financial careers.

Stuart Frankel & Company NYSE Scholars Program

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.

Bloomberg Product Certification

Students achieve Bloomberg certification through Equity and Fixed Income training modules.

Ballentine Calendar

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.