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Finance

Student Managed Investment Fund

The Student Managed Investment Fund (SMIF) was initiated with an investment portfolio of $250K and has an overall goal of $1M for students to actively manage. The SMIF, which is connected to a course in Applied Investment Analysis, teaches students technical and fundamental analysis, development of successful trading strategies, industry analysis and communications skills, while providing them with the analytical tools to make sound investment decisions.

The inaugural group of SMIF students recently took a trip to New York City where they participated in an academic conference on asset management, toured the NYSE and met with investment bankers and valuation experts connected to Wall Street. At the end of the course, students participated in a Stock Pitch Day where they presented their findings and provided recommendations for asset allocation and security selection.

Finance Class at NYSE

To bridge the gap between the academic and professional spheres, the Student Managed Investment Fund was established through a mini-campaign, which was spearheaded by investment executive and 1970 finance graduate Fred Tattersall, who serves on the  West Virginia University Foundation Board.

Tattersall rallied 10 friends and alumni of the College, many of whom also serve on the WVU Foundation Board and B&E Visiting Committee, to form what is known as The Founder’s Club. In addition to Tattersall, the Founder’s Club members are W. Marston “Marty” Becker, Doug Van Scoy, E.G. “Ken” Kendrick, Robert “Bob” Orders, Jr., Vince Anido, Jr., Phil Rosenthal, Penelope “Penni” Roll, Robert Reynolds and Stuart “Stu” Robbins. Each member provided a generous gift of $25,000, which allowed for the minimum threshold of $250,000 to initiate the student managed investment fund.

For more information on the WVU Student Managed Investment Fund and how to be involved, please contact Dr. Naomi Boyd, Chair of the Department of Finance at  Naomi.Boyd@mail.wvu.edu.

Donate to the Student Managed Investment Fund

On the giving page, select "Department of Finance" from the Designation drop down menu and mention that you'd like your donation to go toward the Student Managed Investment Fund in the Comments section.