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SMEF Trading Lab

Drawings Of Trading Room, 2nd Fl, Sage Hall - Opening Fall 2011        
Side Views & Floor Plan      
Student Managed Endowment Fund (SMEF) Web Page        

A letter from Dean Tallon regarding the success of the fund, and the new trading room.

Dear Stakeholders, Faculty, Alumni and Community Friends:

This year marks a tremendous milestone for the Student-Managed Endowment Fund. What began as a $25,000 fund in 2000 has grown to over $500,000.

Our team of analysts, who are selected by UW Oshkosh College of Business finance faculty members, also has grown from five analysts 10 years ago to 16 today. Students from various backgrounds, including non-traditional students who are returning to earn a bachelor degree in business, actively manage the fund year-round.

Not only are the markets and funds changing and growing, but the physical space also is evolving. A trading room is being created in the University’s new academic building, which will be the home to the College of Business. The trading room will be a showcase for the University that illustrates the commitment we have to applying the financial theory we teach to real-world settings.

A dedicated trading room for the SMEF student teams will enhance the learning environment for the program participants and allow us to compete on an even-level playing field against Big Ten and other regional schools.

Our technology needs are growing as well. We currently are raising funds for Bloomberg Terminals, which provide highly specialized data for financial markets that is not available on the Internet. With Bloomberg, we will be able to teach students using the same information platform professional security analysts all around the world use. The information from Bloomberg also will enhance our academic research.

We invite you to participate in this change and see what’s new and exciting for the SMEF program at the UW Oshkosh College of Business.

Dean William J. Tallon
Professor Stephen P. Huffman, CFA, FRM
Professor Kristine L. Beck