Student Managed Endowment Fund (SMEF)
FINANCE 438 is a class with hands-on experience in fund management. Application is required.
October 11 for Spring semester
March 13 for Summer and Fall semesters
The SMEF program funds managed by UW Oshkosh students and contains over $1,000,000 in asset under management, which is divided between seven portfolios. This program contains one of the largest amount of assets among the comprehensive universities in Wisconsin. Students actively manage the portfolios by:
- developing/revising each portfolio’s investment policy statement (IPS), including each portfolio’s target asset allocation.
- evaluating numerous financial assets and investment strategies.
- implementing appropriate investment strategies.
- monitoring/rebalancing each portfolio relative to its IPS.
- evaluating the performance of each portfolio and individual holding.
- 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
The 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.
Managers will follow a total return objective, seeking a return equal to the spending rate plus inflation, with a moderate amount of risk.
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.
Bo Bowers, Joey Craig, Nick Fameree, Aron Frank, John Hoeft III, Matt Larsen, Shane Mann, Kasey Meredith, Rileigh Ostrom, Alex Paasewe, Jacob Schneider, Dale Steinmetz, Trevor Wittmann
Program Managers: Kyle Radavich, Luiz Spim, Garrett Sweere
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
Robert Niendorf, Professor Emeritus
Thomas J. & Antoinette Candela Brinkman
Wisconsin Family Business Forum
The Mersberger Financial Group
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.
2020 Drew Krepline and Kyle Radavich
2019 Hayden Blackford and Luiz Spim
2018 Morgan Johnson
2017 Michael Starzec
2016 Matt Arend
2015 Jordan Pierce
2014 Michelle Murray
2013 Mayur Ranpara
2012 Kiersten Beecroft
2011 Zachary Mersberger
2010 Ann Mott
2009 Kimberly Knaus
2008 Amy Jermier
2007 Elizabeth Koller
2006 Anna Kovalenko
2005 Cliff Moll
2004 Matthew Stolen