The University of Tennessee at Martin-TVA Investment Challenge team attended the 9th annual Student Managed Investment Fund Consortium Conference on Oct. 6 and 7 in Chicago. The students joined more than 400 students from 81 universities to improve their portfolio management skills, hear professional guest speakers and tour the Chicago Board Options Exchange trading floor. Team members were recognized during a student manager presentation event Dec. 2 in the Business Administration Building.
While at the conference, students created posters that explained their investment philosophy and in firm analysis, then performed and presented a financial evaluation of the assigned company. UT Martin student managers were also invited to serve as presenters with students from three other universities for a student-led panel discussion of portfolio management strategy, stock selection and performance metrics. UT Martin’s fall session portfolio managers outperformed Standard and Poor’s market index by 113 basis points.
UT Martin students who attended the conference were Joshua Dare, a senior finance major from Hollow Rock; Alex Jones, a senior double majoring in finance and economics from Dyer; Logan Alfano-Webb, a graduate student from Counce who is seeking a Master of Business Administration; and Maxwell Halford, a senior finance major from Rutherford.
TVA’s Investment Challenge was established in 1998 and is a partnership between TVA and participating universities in its service territory. The challenge provides a real-world learning experience in portfolio management by allowing students to manage actual stock portfolios within TVA guidelines. In addition to TVA, other investment-team supporters include the family of Kelly Murray and FirstBank.
For more information about the UT Martin-TVA Investment Challenge team, contact Dr. Mahmoud Haddad, managing director of the UT Martin TVA Investment Challenge Program and professor of finance, at mhaddad@utm.edu.
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Photo ID: Pictured in the top row (l, r) are Isaiah Puckett, a double major in accounting and finance; Maxwell Halford, a senior finance major; and Ben Jones, UT Foundation director of development. Pictured in the middle row (l, r) are Dr. Mahmoud Haddad, professor, Department of Accounting, Economics, Finance and Political Science; Dr. Sandra and William Murray, supporters of the team and parents of the late Kelly Murray; and Dr. Nell Gullet, professor, Department of Accounting, Economics, Finance and Political Science. Pictured in the bottom row (l to r) are Joshua Dare, a senior finance major; Alex Jones, a senior double major in finance and economics; Dr. Ahmad Tootoonchi, College of Business and Global Affairs dean; Logan Alfano-Webb, an MBA student; and Ryan Stover, a Certified Financial Planner with Ameriprise Financial.
