Student Managed Endowment Fund (SMEF) - College of Business
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Student Managed Endowment Fund (SMEF)

FINANCE 438 is a class with hands-on experience in fund management. Application is required.

 APPLICATION DEADLINE 
October 11 for Spring semester
March 8 for Summer and Fall semesters 

The SMEF program funds managed by UW Oshkosh students and contains over $800,000 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:

  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 to its IPS.
  5. evaluating the performance of each portfolio and individual holding.

 Semi-Annual Booklets

These semi-annual reports include sector analyses, student biographies, target asset allocations and portfolio values and returns.

FALL 2018
SPRING 2019 

Contact Us

Student-Managed Endowment Fund

Stephen Huffman, Adviser
huffman@uwosh.edu
(920) 424-7202

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

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.

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 Program Participants

Tyler Becker, Quinton Boeck, Benjamin Boots, Luiz Gustavo, Caputo Spim, Beau Ermatinger, Allison Golata, Manny Johnson III, Drew Krepline, Nathan Kuether, Alexandra Nett-Selig, Logan Noffke, Scott Peterson, Kyle Radavich, Austin Summers, Eric Washkovick, and Avery Williams

Stephen P. Huffman, Ph.D., CFA, FRM
Faculty Adviser

 

 

Larry Lang, Ph.D., Professor Emeritus
Founder

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

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.

BRINKMAN SCHOLARSHIP

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