Student Engagement Opportunities

Student Managed Endowment Fund (SMEF) Program

Students are chosen through application to this upper-level class – Finance 438 – a class with hands-on experience in fund management. Many opportunities are offered to students in this class. Learn more about the Student Managed Endowment Fund Program.

Investment Research Challenge

The CFA Institute Investment Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. Together society leaders and local universities assemble university teams of 3-5 students each. Teams are mentored by industry professionals in writing an equity research report on a publicly traded company. The teams present their findings to a distinguished Panel of experts. In 2015, our team competed against graduate students from UW Madison, who won. Finishing just behind UW Madison’s team of graduate students deserves recognition! Congratulations to Dr. Cliff Moll and the 2015 team!

Financial Executive Institute (FEI)

There are two chapters in Wisconsin, Northeast and Milwaukee, that provide FEI International scholarships. In 2015, Joseph Mann was named the outstanding senior majoring in finance by the Milwaukee Chapter of the FEI and Kristin Kozlovsky is the recipient of the 2015 FEI Milwaukee Chapter’s Roger Buchholz Memorial Scholarship Award, an extremely competitive award for finance majors in the state of Wisconsin. The local chapters also recognize outstanding seniors.