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Invest with the College (SMEF)

FIN 438 (previously BUS 438) is a class with hands-on experience in fund management. Application is required.

 See what College of Business students Michelle Murray and Mayur Ranpara have to say about the Student Managed Endowment Fund (SMEF) program and their experience managing $500,000 in assets.

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FIN 438 (previously BUS 438) application  Application deadline October 10  for Spring semester and March 7 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!

Spring 2013 Semi-Annual Report
This report includes sector analyses,
student biographies, target asset allocations,
and portfolio values and returns
as of February 28, 2013.
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.

SMEF LinkedIn
(open to current &
past participants only)
SMEF Trading Room in Sage Hall. To view floor plans, CLICK HERE.
Faculty AdvisorsFounder
Kristine L. Beck
Kristine L. Beck, Ph.D.        
Stephen P. Huffman
Stephen P. Huffman, Ph.D.,CFA, FRM
Larry Lang
Larry Lang, Ph.D., Professor Emeritus
Major Contributors/ClientsPercent of assets for each portfolio
as of February 28, 2013
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

Pie Graph

SMEF Program Description, Benefits, and Objectives

As of February 28, 2013, the SMEF Program had over $490,000 in asset under management, which is divided between six 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

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

Spring 2014 Participants
Ryan Becker Robert Bellile Quincy Berg  Nicholas Biffert Adam Blair
Shannon Kasbohm Dmitry Kuznetsov Andrew Leeman Jacquelin Noffke Jordan Pierce
Ilya Piyanzov Kurtis Sandmire Jordan Stachowski Patrick Stahl Christopher Van Dyke
Mallory Weber Cory Wipperfurth

Past SMEF Program Participants

Spring 2013

Francisco Aguilar
Drew Charles
Brandon Lenz
Kyle Levenhagen
Evan Mermall
Michelle Murray
Gregory Radtke
Marian Rothkegel
Nick Schommer
Ben Selner
Sean Szyperek
Clay Wanty
Jordan Wisneski
Paul Wojahn

Summer 2013

Dylan Beaudo
Daniel Fisher
Bryce Gannon
Andrew Leeman
Michelle Murray
Chris VanDyke
Jonathan Wylie

Fall 2013

Robert Belile
Brett Danelski
Bryce Gannon
Andrew Leeman
Evan Mermall
Michelle Murray
Jacquelin Nofke
Jordan Pierce
Katelyn Smith
Rachel Springhetti
Jordan Stachowski
Aaron Stoltenberg
Luke VanDrunen
Cory Wipperfurth
Michael Witt

Spring 2012

Dan Ahasay
Jake Jansen
Benjamin Kokjohn
Eric Nelson
Trevor Rabbach
Mayur Ranpara
Daniel Ruys
Daniel Skinkis
Aaron Stam
Joseph VanRemortel

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

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 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

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 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 2008

Ryan Chart
David Dejewski
Amanda Haas
Amy Jermier
Stephen Rankin
Eric Stetler
Sarah Stevenson

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 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 2006

 

Adam Bremberger
Beau Buchmann 
Justin Knuth
Elizabeth Koller
Anna Kovelenko

 

Fall 2006

Beau Buckmann
Elizabeth Koller
Jeff McGee
Nathan Moldenhauer
Yevgen Turchyn
Michael Vourvoulias

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 2004

David Cisewski
Cliff Moll
Melissa Pezzuto
Meghann Sales
Erik Schleicher
Jim Standish
Matt Stolen

Fall 2004

Andrew DeBroux
Melanie Degener
Ketrina May
Cliff Moll
Matt Stolen
Erin Walterman

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 2002

Lisa Beahm
Reg Laubmeier
Justin Loehrke
Anthony Mathos
Michael Riegelman
Nate Weyenberg

Fall 2002

Lisa Beahm
Brandon Bruckman
Matus Contosfalsky
Matthew Lemke
Justin Loehrke
James Rennes

 

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

 

Fall 2000

Dean Aerts
William Bradley
Rhonda Golson
Nathan Kempf
Matthew Kock