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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


Current and Past SMEF Program Participants

(by semester)

Spring 2016

Olivia Bessette
Ryan Blatz
Justin Guagliardo
Kelly Miller
Jordan Mitchell
Joseph Norton
Dylan Parks
Jonathan Pavelack
Michael Rongo
Amber Schaffer
Jesse Schwartz
Kevin Sitter
Jesse Swiechowski
Gus Vanevenhoven
Joshua Wheeler
Megan Wright

Summer 2016

Lillian Anderson
Bridget Bowers
Zachary Jones
Matthew Lewellyn
Albert Penaloza
Kyle Schindl
Taylor Solberg
Michael Starzec
Gus Vanevevhoven


Spring 2015

Matthew Arend
Andrew Buss
Lucas Conway
Blair Des Jardin
Michael Gurkowski
Jeremiah Kersten
Dmitry Kuznetsov
Eric Lueptow
Joseph Mann
Andrea Nichols
Carl Schemm
Lucas Schultz
Benjamin Syvertson
Jesse Waldvogel
Zachary Westenberg

Summer 2015

Tyler Anklam
Matthew Arend
Joshua Hansen
Jordan Hecker
Logan Kinyon
Parker Lenz
Amanda Meltz
Hailey Noffke
Joshua Preiss
Justin Randerson
Shawn Teal

Fall 2015

Matthew Arend
Benjamin Christensen
Levi Cummings
Mackenzie Daines
Luke Marty
Joshua Preiss
Justin Randerson
Taylor Sonnentag
Jesse Swiechowski
Shawn Teal
Jacob Wawiorka
Megan Wright

Spring 2014

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

Summer 2014

Kirby Allen
Andrew Buss
Anne Cummins
Emily Dittman
Dustin Draeger
Chase Mitchell
Kingsley Nnamani
Brian Reinke
Patrick Stahl

Fall 2014

Andrew Buss
Blair Des Jardin
Emily Dittman
Dmitry Kuznetsov
Joseph Mann
Luke Marty
Kingsley Nnamani
Valerie Peters
Jordan Pierce
Brian Reinke
Carl Schemm
Mark Seelhorst
Patrick Stahl
Catherine Stephan
Jesse Waldvogel

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



(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





BRINKMAN SCHOLARSHIP 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.