Nate Fisher is graduating Cal Poly with a degree in business administration and a concentration in finance. The Thousand Oaks, Calif. native chose Cal Poly because of all the opportunities Learn by Doing presented him. One of those opportunities came to life with the Chartered Financial Analyst (CFA) Institute Research Challenge, a global competition that invites university teams to make buy/sell/hold recommendations for real companies. The experience requires months of intensive research in financial analysis and hands-on mentoring from faculty, alumni and industry experts from the subject company.
Fisher competed on Cal Poly’s CFA Challenge team in 2015, working with subject company Disney. With guidance from Finance area Chair Professor Cyrus Ramezani and industry mentor Scott Kirk, Cal Poly’s team won the Los Angeles regional and advanced to the Americas competition in Atlanta where the group finished as semi-finalists. At each event, the team presented and defended their analysis to panels of CFA chart holders and Disney executives.
Disney’s team took notice of Fisher’s leadership throughout the competition and invited him to interview for a position within the company. After several successful meetings, Fisher was offered a job. Following graduation, he will begin his career as a corporate financial planning analyst for the Walt Disney Company, dealing with company operations, capital planning, quarterly and annual earnings and cash flow forecasting and five-year plans. Fisher’s team will also help construct presentations for corporate senior management and the board of directors regarding financial performance.
“I couldn’t be more thrilled for the opportunity to work for a company as amazing as Disney,” said Fisher. “I think this opportunity speaks volumes for the quality of the Cal Poly Finance area. Without the opportunity and guidance provided by Professor Ramezani, I would likely not be in the position that I am in.”
Aside from the competition, Fisher also participated in the Student Managed Portfolio in the Orfalea College of Business, which empowers students to invest $500,000 of Cal Poly funds. Fisher encourages all finance students to enroll in this senior project to gain Learn by Doing experience and valuable insight into the financial markets.