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Student Investors (SMEF)

FINANCE 438 is a class with hands-on experience in fund management. Application is required.


SMEF class spring 2016



FINANCE 438 Application deadline October 11 for Spring semester and March 8 for Summer and Fall semesters (unless posted otherwise).

The SMEF Program, managed by students, contains one of the largest amount of assets among the comprehensive universities in Wisconsin!

Spring 2016 Semi-Annual Booklet

This report includes sector analyses, student biographies, target asset allocations, and portfolio values and returns as of February 29, 2016.

Fall 2015 Semi-Annual Booklet

This report includes sector analyses, student biographies, target asset allocations, and portfolio values and returns as of September 30, 2015.


SMEF LinkedIn (open to current & past participants only)

SMEF-Program.png SMEF-Operations.png


Faculty AdvisorFounder

Stephen P. Huffman
Stephen P. Huffman, Ph.D.,CFA, FRM
Larry Lang
Larry Lang, Ph.D., Professor Emeritus
Major Contributors/Clients

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
The Mersberger Financial Group



(View Winners)

SMEF Program Description, Benefits, and Objectives

The SMEF Program currently has over $600,000 in asset under management, which is divided between seven portfolios. 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. The SMEF program was established by a generous $25,000 donation from Thomas J. and Antoinette Candela Brinkman and founded by Professor Larry Lang in the fall of 2000.

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

SMEF students in labThe 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

(by semester)


(View Past Participants)

(alpha order)

Joshua Ackerman
Dean Aerts
Francisco Aguilar
Dan Ahasay
Kirby Allen
Garett Anderson
Lillian Anderson
Tyler Anklam
Matthew Arend
Jon Bakovka
Lisa Beahm
Dylan Beaudo
Ryan Becker
Kiersten Beecroft
Matthew Behnke
Robert Bellile
Sarah Benike
Quincy Berg
Alison Bertagnoli
Olivia Bessette
Nicholas Biffert
Adam Blair
Ryan Blatz
Ashley Bloechl
Bridget Bowers
William Bradley
Adam Bremberger
Brandon Bruckman
Beau Buchmann
Nick Burling
Andrew Buss
Drew Charles
Ryan Chart
Benjamin Christensen
Joe Christensen
David Cisewski
Matus Contosfalsky
Lucas Conway
Levi Cummings
Anne Cummins
Mackenzie Daines
Brett Danelski
Kyle Darnick
Andrew DeBroux
Melanie Degener
David Dejewski
James Dennison
Mitchell Denure
Phil Derge
Blair Des Jardin
Emily Dittman
Dustin Draeger
Stacie Drews
Clint Federer
Jacob Ferch
Daniel Fisher
David Fochs
Bryce Gannon
Nick Geffers
Owen Gellings
John Gerrits
Ryan Goerlitz
Rhonda Golson
Amber Gouin
Adam Grant
Justin Guagliardo
Michael Gurkowski
Amanda Haas
Abigail Hacker
Joshua Hansen
Erin Heaton
Jordan Hecker
Brandon Helleson
Ryan Hennekins
Anthony Hess
Casey Hintz
Matthew Hoppe
Jake Jansen
Amy Jermier
Michael E. Johnson
Michael R. Johnson
Zachary Jones
Kimberly Kanus
Shannon Kasbohm
Clayton Kawski
Nathan Kempf
Jeremiah Kersten

Justin Kiekhafer
Nathan Kilsdonk
Jacob Kimps
Logan Kinyon
Michael Kleinhans
Trevor Kleinsteiber
Kimberly Knaus
Justin Knuth
Matthew Kock
Benjamin Kokjohn
Elizabeth Koller
Kyle Kopitzke
Samantha Kops
Anna Kovalenko
Brian Krieger
Dana Krueger
Justin Krueger
Kris Kubsh
Dmitry Kuznetsov
Alex Lackore
Reg Laubmeier
Andrew Leeman
Derek Leighton
Joshua Lehmann
Matthew Lemke
Brandon Lenz
Parker Lenz
Kyle Levenhagen
Matthew Lewellyn
Justin Loehrke
Nathaniel Logan
Michael Londre
Matthew Luecke
Eric Lueptow
Joseph Mann
Anthony Mathos
Eric Marschke
Eric Martin
Luke Marty
Scott Mattmiller
Ketrina May
Anna Maximova
Karen McDonald-Long
Jeff McGee
Kevin McMullen
Brandon Mease
Amanda Meltz
Wesley Merk
Evan Mermall
Josh Mersberger
Zach Mersberger
Amanda Meyer
Carrie Meyer
Mike Meyer
Jordan Michalkiewicz
Kelly Miller
Chase Mitchell
Jordan Mitchell
Matthew Mohelnitzky
Nathan Moldenhauer
Cliff Moll
Anna Mott
Eric Mueller
Michelle Murray
Joshua Nehls
Eric Nelson
Adam Ness
Andrea Nichols
Kingsley Nnamani
Hailey Noffke
Jacquelin Noffke
Joseph Norton
Bryan Nudelbacher
Myles Osswald
Dylan Parks
Erik Paulson
Jonathan Pavelack
Albert Penaloza
Valerie Peters
Melissa Pezzuto
Jordan Pierce
Ilya Piyanzov
Brian Pludeman
Joshua Preiss
Adam Quinn
Trevor Rabbach
Gregory Radtke


Justin Randerson
Stephen Rankin
Mayur Ranpara
Briana RappBrian Reinke
James Rennes
Michael Riegelman
Michael Rongo
Andrew Rose
Justin Rose
Marian Rothkegel
Daniel Ruys
Meghann Sales
Kurtis Sandmire
Katie Sasse
Amber Schaffer
Carl Schemm
Kyle Schindl
Erik Schleicher
Arek Schmocker
Nick Schommer
Arne Schonscheck
Luke Schroeder
Abby Schultz
Lucas Schultz
Jesse Schwartz
Anthony Seashore
Mark Seelhorst
Ben Selner
Kevin Sitter
Daniel Skinkis
Katelyn Smith
Taylor Solberg
Taylor Sonnentag
Aaron Spaulding
Megan Spees
Rachel Springhetti
Nicholas Spude
Jordan Stachowski
Patrick Stahl
Aaron Stam
Jim Standish
Michael Starzec
Catherine Stephan
Eric Stetler
Sarah Stevenson
Matt Stolen
Aaron Stoltenberg
Theresa Straub
Jesse Swiechowski
Benjamin Syvertson
Sean Szyperek
Shawn Teal
Adam Trantow
Katie Trochinski
Mark Truettner
Yevgen Turchyn
Luke VanDrunen
Christopher Van Dyke
Gus Vanevenhoven
Joseph VanRemortel
Garrett Van Wyk
Paul Voswinkel
Michael Vourvoulias
Jesse Waldvogel
Erin Walterman
Lu Wang
Clay Wanty
Taylor Wanty
Jacob Wawiorka
Mallory Weber
Zachary Westenberg
Nate Weyenberg
Joshua Wheeler
Abigail White
Cory Wipperfurth
Jordan Wisneski
Michael Witt
Paul Wojahn
Megan Wright
Nick Wurzer
Jonathan Wylie
Brad Zarda