University at Buffalo School of Management

16 Buffalo Business | AI AND BUSINESS ANALYTICS SOCIAL IMPACT OF MANAGEMENT BUSINESS OF CLIMATE CHANGE INNOVATION, ENTREPREURSHP AND LEADERSHIP INVESTING IN FINANCIAL EXPERIENCE By Kevin Manne Throughout his time in the group, Licursi has devel- oped skills that go far beyond his classroom learning. He's built full financial models, conducted exhaustive industry and macro analyses, and learned to turn those numbers into a compelling investment story he can defend under tough Q&A from his peers and the board. These skills are already paying off and have helped him land multiple internships, including one in equity research at Sterling Investment Council LLC, where he directly applied what he was learning in the Terese Kelly Investment Group. "I was conducting research, compiling my analysis into an easily understandable report and presenting that report to the investment team to make a decision," says Licursi. "It reduced the amount of training I needed to get up to speed with what the investment team was looking for, so I was able to quickly provide a lot of value." Skill-building opportunities like the Terese Kelly Investment Group are available to School of Management students thanks to the generosity of donors like the group's namesake, UB alumna Terese Kelly, MLS '73, BA '68, who invested in the school to help students achieve their financial dreams. A ll across the School of Management, students learn by doing. Through a wide range of action learning opportunities, they take foundational skills from the classroom and apply them to solve real business problems with creativity, insight and curiosity. In the Terese Kelly Investment Group, that means presenting investment recommendations and challeng- ing peers with sharp questions and confident rebuttals, knowing every decision affects a real stock portfolio. Established in 2011, the Terese Kelly Investment Group is a real-money portfolio for students who are passionate about finance and investment manage- ment. The group builds future industry leaders through education, strategy and skill development. Brandon Licursi, a School of Management senior, serves as co-chief investment officer of the group, overseeing its day-to-day operations. In his role, he focuses on maintaining the investment policy statement, balancing learning goals with portfolio growth and leading research and trade decisions. "This isn't just another investment club," says Licursi. "This is a student-run endowment fund, and our objective is to beat our benchmark and provide as much return as we can to the UB Foundation." Kelly The 2025-26 Terese Kelly Investment Group� Photo: Tom Wolf Stepping Up C E L E B R AT I N G T H O S E W H O M A K E A D I F F E R E N C E STUDENTS GET 'HANDS ON' WITH BIG MONEY OPPORTUNITIES

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