Temple University Investment Association

Structure

Executives & Directors
The William C. Dunkelberg Owl Fund's executives and directors are the highest echelons held within the organization's structure. The executives and directors are selected via a two-step process: the first step requires the submission of an application by potential candidates, and the second step includes a series of interviews with the outgoing Officers of TUIA and Advisory. The outgoing executives, directors and Board members nominate candidates to the Managing Director who will then make a decision for each position. The executives and directors comprise of the President; Vice Presidents of Operations, Portfolio Analysis, and Equity Research; Directors of Economic Analysis, Compliance and Education; and the treasurer.

Lead Analysts
The William C. Dunkelberg Owl Fund lead analysts specialize in various sectors of the market and are responsible for monitoring major trends and advising on appropriate buying, selling and holding strategies. Lead analysts are also responsible for mentoring associate and junior analysts within his/her group. Lead analysts are selected by the new and outgoing TUIA officers and outgoing directors based on an application and interview process.

Associate Analysts
The William C. Dunkelberg Owl Fund associate analysts are placed in various sectors of the market and are responsible for assisting the sector's lead analysts on buying, selling and holding strategies.

Junior Analysts
General members of the Temple University Investment Association are considered junior analysts and are assigned to a sector and lead analyst. Junior analysts are responsible for attending weekly sector meetings with their lead analyst and completing five training modules in order to be considered for a position with The William C. Dunkelberg Owl Fund.

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