Student Managed Investment Fund Conference

The purpose of the Student Managed Investment Fund Consortium (SMIFC) conference is to enhance student learning and scholarship, record best practices in investment management among SMIF partners, provide a vehicle for student networking and exchange of ideas, and provide a permanent repository of relevant literature and recorded student experiences. The SMIF Consortium builds a community of institutions with a shared vision for student success and leadership in investing. The SMIF Consortium also establishes relationships with industry partners to assist in its primary goals of student education, research, and leadership. The poster session provides the SMIFC teams a way to display information about their SMIF including annual performance Each year, KSU SMIF competes in both the research and the portfolio competitions at SMIFC.
2022 SMIFC 2nd Place in Research Competition and 2nd Place in Portfolio Competition
2022 SMIFC 2nd Place in Research Competition and 2nd Place in Portfolio Competition

Student Managed Investment Fund Conference 2019 1st Place Kaplan Poster Session

The purpose of the Student Managed Investment Fund Consortium conference is to enhance student learning and scholarship, record best practices in investment management among SMIF partners, provide a vehicle for student networking and exchange of ideas, and provide a permanent repository of relevant literature and recorded student experiences. The SMIF Consortium builds a community of institutions with a shared vision for student success and leadership in investing. The SMIF Consortium also establishes relationships with industry partners to assist in its primary goals of student education, research, and leadership. The poster session provides the SMIFC teams a way to display information about their SMIF including performance during 2019.
2019 Winners of the SMIFC Portfolio Competition
2019 Winners of the SMIFC Portfolio Competition

CFA Research Challenge

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company — sometimes even meeting face-to-face with company management. Each team writes a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals. Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. Local competitions (organized by societies) lead up to regional finals; regional champions then convene for the global final.

2024 Winners of CFA Research Challenge Southern Classic
2024 Winners of CFA Research Challenge Southern Classic
2023 Winners of CFA Research Challenge Southern Classic
2023 Winners of CFA Research Challenge Southern Classic

 

2020 Winners of the CFA Research Challenge Southern Classic.
2020 Winners of the CFA Research Challenge Southern Classic.
2017 Winners of the CFA Research Challenge Southern Classic.
2017 Winners of the CFA Research Challenge Southern Classic.

Quinnipiac G.A.M.E. Forum

The largest student-run financial conference in the world, Quinnipiac’s Global Asset Management Education Forum offers participants the rarest of opportunities: to discuss and debate financial best practices with world-renowned industry leaders. The Quinnipiac G.A.M.E. forum is held once a year and provides an international group of college students and faculty with a unique opportunity to interact with industry leaders and learn best practices in investment management. The high profile event includes more than 100 keynote speakers, panelists, workshop presenters, and student-managed portfolio competition judges. The event attracts more than 1,200 students from 141 colleges and universities, representing more than 40 countries and 39 states.

The KSU SMIF provides ways for students to attend and compete in competitions like these so that they can display their prowess and abilities on an individual level and in small teams.

The largest student-run financial conference in the world, Quinnipiac’s Global Asset Management Education Forum offers participants the rarest of opportunities: to discuss and debate financial best practices with world-renowned industry leaders. The Quinnipiac G.A.M.E. forum is held once a year and provides an international group of college students and faculty with a unique opportunity to interact with industry leaders and learn best practices in investment management. The high profile event includes more than 100 keynote speakers, panelists, workshop presenters, and student-managed portfolio competition judges. The event attracts more than 1,200 students from 141 colleges and universities, representing more than 40 countries and 39 states.

The KSU SMIF provides ways for students to attend and compete in competitions like these so that they can display their prowess and abilities on an individual level and in small teams. 

KSU SMIF at the 2023 Quinnipiac Game Forum
KSU SMIF at the 2023 Quinnipiac Game Forum

The KSU Student Managed Investment Fund (KSU SMIF) helps undergraduate students to grow their training in the investment field, building a bridge from the classroom to their careers  and developing leadership skills. The SMIF is primarily student managed and peer trained, under the guidance of our faculty adviser/chair and the professors on our board of directors that oversee and guide our decisions and our panel of industry advisers. Learn more about the accomplishments, job placements, and activities that happened throughout the year of 2022.

Read about the 2022 Activities & Accomplishments