Experience the Art of Investing with the Student Managed Investment Fund

Imagine pitching an investment idea to real partners and a real board before you hit the job market. The Student Managed Investment Fund (SMIF), offered to graduate and undergraduate students at the Kogod School of Business, is a truly unique opportunity to gain real-world experience in securities analysis and portfolio management.

Each semester, approximately 24 students in the SMIF course manage an equity portfolio valued at nearly $500,000 that includes holdings in Fortune 500 companies such as American Express, The Walt Disney Company, EMC Corporation and Procter & Gamble, among others.

In the program, student analysts pitch an investment idea each week, which is then submitted to an advisory board for final approval. Taking advantage of Kogod’s cutting-edge Finance Services and IT Lab, participants keep tabs on the fast-paced financial industry and gain practical knowledge that pays dividends in the competitive job market.

The SMIF course mimics the structure of a real asset management team, similar to those at Fidelity or Vanguard. Students develop and apply their portfolio management, valuation and financial statement analysis skills every week – in a one-credit course for three semesters or in a three-credit course for one semester.

Your Experience Pays Off

The Executive Committee and Analyst Development Council of Kogod's Student Managed Investment Fund traveled to New York in April to present on the performance of the fund to Kogod alumni.

The Executive Committee and Analyst Development Council of Kogod’s Student Managed Investment Fund traveled to New York in April to present on the performance of the fund to Kogod alumni.

Picture yourself sitting across from a Wall Street recruiter, interviewing for an entry-level job in one of the most competitive fields in the world. Nerve-wracking, no doubt.

Now, imagine going into that interview with a distinct advantage – a professional investment pitch that has been vetted by fellow students and faculty advisors. In the SMIF course, you’ll work alongside your classmates, just like an asset management team, to keep a close watch on market developments and hone your management and decision-making skills.

The SMIF experience has been a significant advantage in interviews with potential employers, such as Citigroup, Merrill Lynch and J.P. Morgan. But don’t just take our word for it. Hear what former SMIF participants have to say about what the program meant to their careers.

Seth Borko, BSBA ’12, who served as the fund’s portfolio manager during his senior year and now works in the private banking division of J.P. Morgan, said, “No class truly prepared me for the real world, but SMIF came about as close as it gets.”

Gerardo Rodriguez, BSBA ’07, an associate at Morgan Stanley, agrees. “Being on the other side of the [interview] table now, it’s noticeable who is knowledgeable and who just memorized the headlines,” he said.

Now it’s your turn. Participating in the SMIF course will help you gain the skills and experience you need to compete in today’s competitive global financial job market.

 

If you want to gain the real-world experience you need to compete and succeed in today’s job market, consider a Master of Science in Finance degree from Kogod.

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