Student Managed Endowment Fund (BUS 438)
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filed under:
finance
BUS 438 is a class with hands-on experience in fund management. Application is required.
BUS 438 application Application deadline October 11 for Spring semester and March 8 for Summer and Fall semesters (unless posted otherwise).
One of the largest amount of assets managed by undergraduate students among the comprehensive universities in Wisconsin!
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Fall 2012 Semi-Annual Report
The report includes sector analyses, student biographies, target asset allocations, and portfolio values and returns as of Sept 30, 2012. |
Spring 2012 Semi-Annual Report This report includes sector analyses, student biographies, target asset allocations, and portfolio values and returns as of March 31, 2012. |
 SMEF LinkedIn (open to current & past participants only) |
| Faculty Advisors | Founder | |
|---|---|---|
 Kristine L. Beck, Ph.D. |
 Stephen P. Huffman, Ph.D.,CFA, FRM |
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| Major Contributors/Clients | Percent of assets for each portfolio as of 9/30/10 |
|---|---|
| Arnold Peterson Chalberg & Charlene Barr Chalberg Anne Hillenbrand family Barbara & Roderick Barr Fund of the Greater Cincinnati Foundation College of Business Alumni Association Larry R. Lang, Professor Emeritus MBA Advancement Fund Robert Niendorf, Professor Emeritus Thomas J. & Antoinette Candela Brinkman Thrivent Financial Wisconsin Family Business Forum |
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SMEF Program Description, Benefits, and Objectives
As of December 31, 2010, the SMEF Program had over $500,000 in asset under management, which is divided between seven portfolios (as indicated in the pie chart above). Students actively manage the portfolios by: (1) developing/revising each portfolio's investment policy statement (IPS), including each portfolio's target asset allocation, (2) evaluating numerous financial assets and investment strategies, (3) implementing appropriate investment strategies, (4) monitoring/rebalancing each portfolio relative its IPS and (5) evaluating the performance of each portfolio and individual holding. All decisions are made by student participants.
Benefits
- Funding for student scholarships and student development
- Students gain hands-on experience in analyzing securities
- Portfolio management experience for students in the program
- A new source of funding for the UW Oshkosh Foundation
- Positive community exposure
Program Objective
The primary objective of the Student-Managed Endowment Fund Program is to provide a learning environment where students have the opportunity to manage an institutional investment fund.
Investment Objective
Managers will follow a total return objective, seeking a return equal to the spending rate plus inflation, with a moderate amount of risk.
Trading Constraints
Initial investments are limited to 5% of the overall portfolio. The portfolio is rebalanced if any stock holding is greater than 10% of the overall portfolio.
Current and Past SMEF Program Participants
| Summer 2013 Participants |
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|---|---|---|---|
| Dylan Beaudo |
Daniel Fisher |
Bryce Gannon |
Karl Hockermann |
| Zach Irwin |
Jesse Lallier |
Andrew Leeman |
Michelle Murray |
| Zachary Romanowich |
Chris VanDyke |
Jonathan Wylie | |
| Fall 2013 Participants | ||||
|---|---|---|---|---|
| Robert Belile |
Jordan Carpenter |
Brett Danelski |
Evan Mermall |
Michelle Murray |
| Jacquelin Nofke |
Jordan Pierce |
Katelyn Smith |
Rachel Springhetti |
Jordan Stachowski |
| Aaron Stoltenberg |
Luke VanDrunen |
Cory Wipperfurth |
Michael Witt |
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Past SMEF Program Participants
| Summer 2012 Jake Jansen Kris Kubsh Eric Mueller Gregory Radtke Mayur Ranpara |
Fall 2012 Francisco Aguilar Joe Christensen Jake Jansen Brandon Lenz Nathaniel Logan Mayur Ranpara Nick Schommer Clay Wanty Jordan Wisneski |
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| Spring 2011 Josh Ackerman Kiersten Beecroft Mitchell Denure Michael E. Johnson Samantha Kops Alex Lackore Zachary Mersberger Wesley Merk Bryan Nudelbacher Daniel Ruys Luke Schroeder Garrett Van Wyk |
Summer 2011 Garett Anderson Kiersten Beecroft Nick Burling John Gerrits Dana Krueger Justin Krueger Matthew Luecke Scott Mattmiller Brandon Mease Adam Ness Myles Osswald Anthony Seashore Taylor Wanty |
Fall 2011 Kiersten Beecroft Nick Burling John Gerrits Samantha Kops Justin Krueger Matthew Luecke Scott Mattmiller Eric Nelson Adam Ness Myles Osswald Trevor Rabbach Daniel Ruys Anthony Seashore Megan Spees Taylor Wanty |
Spring 2012 Dan Ahasay Jake Jansen Benjamin Kokjohn Eric Nelson Trevor Rabbach Mayur Ranpara Daniel Ruys Daniel Skinkis Aaron Stam Joseph VanRemortel |
| Fall 2009 Joshua Ackerman Alison Bertagnoli Kyle Darnick Jacob Kimps Kyle Kopitzke Michael Londre Amanda Meyer Jordan Michalkiewicz Anna Mott Justin Rose Arek Schmocker Arne Schonscheck Brad Zarda |
Spring 2010 Joshua Ackerman Alison Bertagnoli Phil Derge Ryan Hennekins Michael E. Johnson Justin Kiekhafer Brian Krieger Joshua Lehmann Michael Londre Anna Mott Bryan Nudelbacher Adam Quinn Briana Rapp Justin Rose Arek Schmocker Abby Schultz Aaron Spaulding Paul Voswinkel Lu Wang |
Summer 2010 Ashley Bloechl Stacie Drews Abigail Hacker Michael R. Johnson Nathan Kilsdonk Alex Lackore Wesley Merk Zach Mersberger Luke Schroeder Aaron Spaulding Katie Trochinski Mark Truettner |
Fall 2010 Jon Bakovka Phil Derge Clint Federer David Fochs Michael E. Johnson Michael R. Johnson Brian Krieger Alex Lackore Wesley Merk Zach Mersberger Bryan Nudelbacher Justin Rose Luke Schroeder Aaron Spaulding Mark Truettner Garrett Van Wyk |
| Summer 2008 David Dejewski Owen Gellings Adam Grant Erin Heaton Kimberly Knaus Kevin McMullen Theresa Straub Nick Wurzer |
Fall 2008 David Dejewski Owen Gellings Adam Grant Erin Heaton Brandon Helleson Trevor Kleinsteiber Kimberly Kanus Anna Maximova Mike Meyer Josh Mersberger Adam Trantow |
Spring 2009 Sarah Benike Amber Gouin Jacob Kimps Kimberly Knaus Derek Leighton Anna Maximova Josh Mersberger Jordan Michalkiewicz Matthew Mohelnitzky Joshua Nehls Andrew Rose Adam Trantow |
Summer 2009 Matthew Behnke Nick Geffers Joshua Lehmann Michael Londre Anna Maximova Amanda Meyer Jordan Michalkiewicz Arek Schmocker Arne Schonscheck Nicholas Spude |
| Fall 2006 Beau Buckmann Elizabeth Koller Jeff McGee Nathan Moldenhauer Yevgen Turchyn Michael Vourvoulias |
Spring 2007 Jacob Ferch Anthony Hess Amy Jermier Elizabeth Koller Karen McDonald-Long Carrie Meyer Yevgen Turchyn |
Fall 2007 Jacob Ferch Amanda Haas Amy Jermier Stephen Rankin Eric Stetler Sarah Stevenson Yevgen Turchyn |
Spring 2008 Ryan Chart David Dejewski Amanda Haas Amy Jermier Stephen Rankin Eric Stetler Sarah Stevenson |
| Fall 2004 Andrew DeBroux Melanie Degener Ketrina May Cliff Moll Matt Stolen Erin Walterman |
Spring 2005 Adam Bremberger Andrew Debroux Melanie Degener Anna Kovalenko Cliff Moll Matt Stolen Erin Walterman |
Fall 2005 Adam Bremberger James Dennison Michael Kleinhans Anna Kovalenko Katie Sasse |
Spring 2006 Adam Bremberger Beau Buchmann Justin Knuth Elizabeth Koller Anna Kovelenko |
| Fall 2002 Lisa Beahm Brandon Bruckman Matus Contosfalsky Matthew Lemke Justin Loehrke James Rennes |
Spring 2003 Brandon Bruckman Clayton Kawski Eric Marschke Eric Martin Brian Pludeman Abigail White |
Fall 2003 Clayton Kawski Eric Martin Cliff Moll Erik Paulson Melissa Pezzuto Meghann Sales |
Spring 2004 David Cisewski Cliff Moll Melissa Pezzuto Meghann Sales Erik Schleicher Jim Standish Matt Stolen |
| Fall 2000 Dean Aerts William Bradley Rhonda Golson Nathan Kempf Matthew Kock |
Spring 2001 William Bradley Ryan Goerlitz Rhonda Golson Casey Hintz Nathan Kempf |
Fall 2001 Lisa Beahm Casey Hintz Matthew Hoppe Justin Loehrke Michael Riegelman Nate Weyenberg |
Spring 2002 Lisa Beahm Reg Laubmeier Justin Loehrke Anthony Mathos Michael Riegelman Nate Weyenberg |
