Eberly’s SMIP Team Wins ENGAGE 2015 Competition

Posted on 4/10/2015 3:54:22 PM

Eberly's SMIP students pose with their award for winning the Student Managed Portfolio Competition.Eberly College of Business and Information Technology’s Student Managed Investment Portfolio Team won a first-place award at ENGAGE 2015, one of the largest student investment conferences in the world.

Team members are Christopher O'Brien, Breanne Loveland, Tore Okland, Alexandra Larch, Corey Glasgow, Evan Hayward, Cameron Campbell, Michael Williamson, James Moss, and Nathan Rosenberg (pictured above).

ENGAGE 2015 brought more than 1,500 student participants from the United States, Canada, and Europe to Detroit for the annual competition, which also included breakout sessions and career panels comprised of 19 speakers.

The students competed in the Student Managed Portfolio Competition, where they won in the Blend/Core stock portfolio category for achieving the highest risk adjusted return of any core investment style portfolio for the year 2014.

IUP’s team was started in November 2005, with an initial investment of $200,000 by the Foundation for Indiana University of Pennsylvania, an independent, nonprofit, charitable 501(c)3 corporation, organized in 1967 to promote and support the educational purposes of IUP.  

The Student Managed Investment Portfolio now stands at approximately $750,000 of the Foundation’s portfolio of more than $70 million. The team is composed of 20 students from the Eberly College who have an interest in gaining experience in investment management. The team is open to anyone who has an interest in learning to manage investments and how to analyze securities.

The SMIP team works closely with the Foundation for IUP staff and meets quarterly with the Foundation’s Investment Committee for a review of the SMIP performance along with the other Foundation fund managers. They also wanted to thank BilkeyKatz Investment Consultants, the Student Finance Association and the Eberly College for helping them attend the conference.


-Casey Lemmons

Eberly College of Business and Information Technology