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Undergraduate Student Managed Fund

Undergraduate Student Managed Fund. Information Session Fall 2012 – Spring 2013 Applications March 5, 2012 Steven Ferreira Liang Wu. Overview. What is the SMF? What you will Learn? Benefits Application Logistics Personal Experience with the SMF. School of Business Student Managed Fund.

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Undergraduate Student Managed Fund

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  1. UndergraduateStudent Managed Fund Information Session Fall 2012 – Spring 2013 Applications March 5, 2012 Steven Ferreira Liang Wu School of Business Student Managed Fund

  2. Overview What is the SMF? What you will Learn? Benefits Application Logistics Personal Experience with the SMF School of Business Student Managed Fund Student Managed Fund

  3. What is the SMF? • An investment fund endowed by the UConn Foundation managed by students • 10 Undergraduates are selected to manage an on-going fund (Initial Value was $1M) • Student managers compile their own research and make actual investment decisions School of Business Student Managed Fund Student Managed Fund

  4. What will you Learn? • Investing, Research and Self-Driven Thinking • Required to take one-year (Fall & Spring Semester) of Valuation with Patrick Terrion • How to initiate self-driven research and learning • Making professional decisions • Learning from mistakes School of Business Student Managed Fund Student Managed Fund

  5. Benefits • Networking opportunities with prominent alumni and respected individuals in the investing community • i.e. Investment Advisory Board • Develop professional skills relating to investing • Develop keen knowledge about business strategy and valuation that is applicable to any professional entering the business field School of Business Student Managed Fund Student Managed Fund

  6. Application Logistics • Personal Statement – be honest about your career goals and why the SMF can help you • (You do not have to be a Finance Major!) • Recommendations • 2 Recommendations from past/currentBusiness faculty • 1 Recommendation from any one else (advisor, manager at work, etc.) • Interview with Dr. Ghosh School of Business Student Managed Fund Student Managed Fund

  7. Who are we looking for • Students with diverse thinking and experience • Students with a passion for learning and continued development • Students that are responsible and can manage time wisely • Students graduating in May 2013 Undergraduate Student Managed Fund

  8. Personal Experience • Making real life decisions, learning from mistakes and gaining a real understanding to business, finance and the markets • Life changing class with Pat Terrion • Taught like a MBA level class using the case study method School of Business Student Managed Fund Student Managed Fund

  9. Q&A School of Business Student Managed Fund Student Managed Fund

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