Published: April 02, 2008
University of Tampa students who manage a $150,000 university portfolio
won first place in the 2007 student-managed portfolio competition held
at the Redefining Investment Strategy Education (RISE) 8th annual
Global Student Investment Forum.
The UT students won first
place in the graduate division for core-style portfolios based on 2007
results. The forum was held at the University of Dayton (Ohio) March
The portfolio, the Bailey Student Investment Fund, is
valued at $150,000 and is managed by students enrolled in UT’s applied
investment management class. The Bailey Fund is an equity portfolio
that includes individual stocks and exchange traded funds (ETFs). The
fund has been in existence for five years and was established through a
$100,000 gift from the Bailey family.
associate professor of finance, who serves as the faculty advisor for
the Bailey Student Investment Fund, said the investment fund gives
students a chance to work to maximize returns and balance risk through
a diversified portfolio.
“This is huge recognition,” Ingram
said. “UT competed strongly with large schools that manage funds in the
millions of dollars, and which have unlimited resources and direct
access to assistance from Wall Street firms.”
took second place in the competition. Joe McCann, professor of
management, was instrumental in establishing the fund, and Jeff
Donaldson, associate professor of finance, formed the fund management
team and served as faculty advisor until August 2007.
strong growth in the number of universities offering applied investment
programs highlights the educational importance of allowing students to
connect what they learn in the classroom with the challenges of
managing real money in a real portfolio,” said David Sauer, associate
professor of finance at the University of Dayton and managing director
The forum attracted 2,300 students, faculty and professionals from 257 colleges and universities from 69 different countries.
The forum was co-sponsored by the University of Dayton and the United
Nations Global Compact, and strategic partners include New York Stock
Exchange/Euronext, NASDAQ, CME Group (Chicago Mercantile Exchange), The
Wall Street Journal, CNBC, Deutsche Asset Management, Deutsche Borse
Group, CFA Institute, the Dubai Financial Market, TIAA-CREF, the
Financial Services Forum, Morningstar Inc., the Shanghai Stock
Exchange, Amman (Jordan) Stock Exchange, Palestine Securities Exchange,
Colombo (Sri Lanka) Stock Exchange and BOVESPA (Brazil) Stock Exchange.
For more information, contact Ingram at
or (813) 257-3834.