--- title: "Verger Visits the Classroom: WFU Finance and Investing Institute" description: Members of Verger's Investment Team recently spoke to students at Wake Forest University's Finance and Investing Institute Summer Immersion program. image: https://blog.vergercapital.com/hubfs/Verger%20in%20the%20Community%20F%26I%20Institute%202026(1).png --- This is a search field with an auto-suggest feature attached. ![](https://blog.vergercapital.com/hubfs/Group%20427324955%20(1).svg) - There are no suggestions because the search field is empty. - [INVESTOR PORTAL](https://vergercapital.seiinvestorportal.com/CoreAuth/Login?ReturnUrl=%2F) - [CONTACT US](https://vergercapital.com/contact-us/) [![Verger Capital Management ](https://blog.vergercapital.com/hs-fs/hubfs/raw_assets/public/VergerCapital_January2021/images/verger-logo-black.png?width=500&height=60&name=verger-logo-black.png "Verger Capital Management ")](https://vergercapital.com/) - [OUR APPROACH](https://vergercapital.com/non-profit-investment-strategy/) - [OUR PROCESS](https://vergercapital.com/outsourced-chief-investment-officer/) - [OUR TEAM](https://vergercapital.com/outsourcing-investment-management-services/) - [NEWS](https://blog.vergercapital.com/news/) - [INSIGHTS](https://blog.vergercapital.com/news-and-insights) - [ABOUT US](https://vergercapital.com/verger-capital-management/) This is a search field with an auto-suggest feature attached. ![](https://blog.vergercapital.com/hubfs/Group%20427324955%20(1).svg) - There are no suggestions because the search field is empty. - [INVESTOR PORTAL](https://vergercapital.seiinvestorportal.com/CoreAuth/Login?ReturnUrl=%2F) - [CONTACT US](https://vergercapital.com/contact-us/) [![Verger Capital Management ](https://blog.vergercapital.com/hs-fs/hubfs/raw_assets/public/VergerCapital_January2021/images/verger-logo-black.png?width=500&height=60&name=verger-logo-black.png "Verger Capital Management ")](https://vergercapital.com/) - [OUR APPROACH](https://vergercapital.com/non-profit-investment-strategy/) - [OUR PROCESS](https://vergercapital.com/outsourced-chief-investment-officer/) - [OUR TEAM](https://vergercapital.com/outsourcing-investment-management-services/) - [NEWS](https://blog.vergercapital.com/news/) - [INSIGHTS](https://blog.vergercapital.com/news-and-insights) - [ABOUT US](https://vergercapital.com/verger-capital-management/) Search for: - [OUR APPROACH](https://vergercapital.com/non-profit-investment-strategy/) - [OUR PROCESS](https://vergercapital.com/outsourced-chief-investment-officer/) - [OUR TEAM](https://vergercapital.com/outsourcing-investment-management-services/) - [NEWS](https://blog.vergercapital.com/news/) - [INSIGHTS](https://blog.vergercapital.com/news-and-insights) - [ABOUT US](https://vergercapital.com/verger-capital-management/) [‹ Back to News](https://blog.vergercapital.com/news) ![Verger visits the classroom](https://blog.vergercapital.com/hubfs/Verger%20in%20the%20Community%20F%26I%20Institute%202026(1).png) Thursday, June 25th, 2026 [Engagement](https://blog.vergercapital.com/news/tag/engagement) # Verger Visits the Classroom: WFU Finance and Investing Institute ### Related Posts: Verger in the Community: Volunteering with Springwell Network > Jim Dunn Named to Business North Carolina’s 2026 Power List > Verger's Investment Team had the privilege of volunteering their expertise again this year at [Wake Forest University's Student Summer Finance and Investing Institute](https://immersion.summer.wfu.edu/on-campus-institutes/finance-and-investing/). This immersive program offers high school students from across the country a week-long opportunity in Winston-Salem to delve into the fundamentals of finance and investing, covering topics such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs). The energy on campus is always infectious, and especially so this year with the added excitement of the German National team being based on campus for the World Cup.  **Sessions on Managing an Equity Portfolio** [Jim Dunn](https://vergercapital.com/outsourcing-investment-management-services/jim-dunn/), Verger's CEO, and [Scott Clancy](https://vergercapital.com/outsourcing-investment-management-services/scott-clancy/), Director of Investments, each led one of the sessions titled "Managing an Equity Portfolio." Drawing on their own experience overseeing portfolios for nonprofit institutions, they walked students through the considerations that shape portfolio construction — from defining an institution's objectives and risk tolerance to weighing the macroeconomic backdrop. Both sessions also explored behavioral biases that can influence investment decisions, giving students a window into how disciplined, institutional investors work to recognize and guard against them. **Student Engagement Highlights** Students stayed engaged throughout, asking thoughtful questions on the biases discussed and on how macro considerations factor into building and managing an equity portfolio for nonprofit clients. Their curiosity about the practical, real-world application of these concepts stood out to our team — a reminder that the fundamentals of sound investing resonate regardless of audience. **Program Leadership and Participation** The program is led by [Mike Crespi, the Academic Leader](https://immersion.summer.wfu.edu/on-campus-institutes/finance-and-investing/), who oversees an experience that connects students from across the country with industry leaders and gives them a real-world introduction to finance and investing. Verger's continued involvement with WFU's Summer Immersion program reflects our ongoing commitment to investing in young talent and supporting the next generation of finance professionals. Jim and Scott both came away energized by the students' engagement and the quality of their questions.   - ![Jim Dunn and Mike Crespe](https://blog.vergercapital.com/hs-fs/hubfs/Jim%20and%20Mike.jpeg?width=2048&height=1536&name=Jim%20and%20Mike.jpeg) - ![WFU Scott teaching 1](https://blog.vergercapital.com/hs-fs/hubfs/WFU%20Scott%20teaching%201.jpg?width=2000&height=1500&name=WFU%20Scott%20teaching%201.jpg) - ![Jim at WFU 2026](https://blog.vergercapital.com/hs-fs/hubfs/Jim%20at%20WFU%202026.jpg?width=2032&height=1524&name=Jim%20at%20WFU%202026.jpg) - ![WFU](https://blog.vergercapital.com/hs-fs/hubfs/WFU.jpg?width=1512&height=1134&name=WFU.jpg)     ### Subscribe to Monthly News & Insights [![Verger Capital](https://blog.vergercapital.com/hs-fs/hubfs/raw_assets/public/VergerCapital_January2021/images/verger-logo-white.png?width=500&name=verger-logo-white.png "Verger Capital")](https://vergercapital.com/) [751 West Fourth Street, Suite 410](https://www.google.com/maps/dir//751+W+4th+St+%23410,+Winston-Salem,+NC+27101/@36.0976808,-80.2556437,17z/data=!4m9!4m8!1m0!1m5!1m1!1s0x8853ae4744355357:0x7817a596b7228bfa!2m2!1d-80.253455!2d36.0976808!3e0) [Winston-Salem, NC 27101](https://www.google.com/maps/dir//751+W+4th+St+%23410,+Winston-Salem,+NC+27101/@36.0976808,-80.2556437,17z/data=!4m9!4m8!1m0!1m5!1m1!1s0x8853ae4744355357:0x7817a596b7228bfa!2m2!1d-80.253455!2d36.0976808!3e0) **P:** [336.934.4101](tel:3369344101) **F:** [336.934.4004](tel:3369344004) [Contact Us](https://vergercapital.com/contact-us/)   [![](https://blog.vergercapital.com/hubfs/raw_assets/public/VergerCapital_January2021/images/linkedIn.png)](https://www.linkedin.com/company/verger-capital) - [Home](https://vergercapital.com/) - [Our Approach](https://vergercapital.com/non-profit-investment-strategy/) - [Our Process](https://vergercapital.com/outsourced-chief-investment-officer/) - [Our Team](https://vergercapital.com/outsourcing-investment-management-services/) - [Working with you](https://vergercapital.com/working-with-you/) - [About Us](https://vergercapital.com/verger-capital-management/) - [Careers](https://vergercapital.com/non-profit-asset-management-firm-careers/) - [Contact Us](https://vergercapital.com/contact-us/) [ACCESS OUR WHITEPAPER](https://resources.vergercapital.com/endowment-funds-should-manage-risk-as-well-as-return/) [![Return of the Prudent Investor](https://blog.vergercapital.com/hs-fs/hubfs/Return%20of%20the%20Prudent%20Investor.jpg?width=128&height=166&name=Return%20of%20the%20Prudent%20Investor.jpg)](https://resources.vergercapital.com/endowment-funds-should-manage-risk-as-well-as-return/) [![Investing in the Lives of Others-1](https://blog.vergercapital.com/hs-fs/hubfs/Investing%20in%20the%20Lives%20of%20Others-1.jpg?width=129&height=167&name=Investing%20in%20the%20Lives%20of%20Others-1.jpg)](https://resources.vergercapital.com/investing-in-the-lives-of-others)   This material is for informational purposes only and does not constitute investment advice or an offer to sell or buy a security. 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