R.I.S.E Forum

UW-Eau Claire students Matthew Kesanen, Zachary Konkol, and David Vanevenhoven with Peter Coors, chairman, Molson Coors Brewing Company.

Finance Students Meet Kiplinger and Others at R.I.S.E Forum

Twelve students in the UW-Eau Claire Student Investment Management (SIM) Program attended the Redefining Investment Strategy Education (R.I.S.E.) Forum, March 29 - March 31, 2007 at the University of Dayton in Dayton, Ohio. The conference, which is co-sponsored by the University of Dayton and the United Nations Global Compact, brings students, faculty and investment leaders together in an interactive learning environment to discuss a range of investment issues. Last year’s conference drew 1500 participants representing 197 colleges and universities from 22 countries.

Student Investment Management

One of the most exciting moment for UW-Eau Claire SIM students was a chance encounter with Knight Kiplinger, editor-in-chief of Kiplinger Personal’s Finance.  The students ran into him after his keynote presentation and were able to talk with him on a personal level.

UW-Eau Claire students listened to keynote presentations by internationally renowned industry leaders, such as Paul S. Atkins, commissioner, US Securities and Exchange Commission; Dr. Myron Scholes, chairman, Platinum Grove Management and 1997 Nobel Laureate in Economics; and Knight Kiplinger, editor-in-chief, Kiplinger’s Personal Finance. “Hearing Dr. Scholes and Knight Kiplinger speak about the economy and market was very exciting,” said Liz Kaldun. “They are two important figures in the financial world and it was an honor to hear their thoughts.” Charlie Hofstrom agreed. “I really enjoyed all the speakers, but listening to Dr. Scholes was an especially unique experience after studying his research and applying his options-pricing model in numerous of our finance courses,” he said.

Student Investment Management

Matthew Kesanen, Zachary Konkol, David Vanevenhoven with Commissioner Paul Atkins.

UW-Eau Claire SIM students also attended breakout sessions, panel discussions and workshops focusing on investment strategies, securities analysis and portfolio management, and career strategies. A favorite of the students was The Market, a panel discussion with top economists and investment professionals.  “It was refreshing to hear that many of our portfolio management ideas and strategies are supported by the top professionals in the industry,” said Matt Kesanen.

The UW-Eau Claire Student Investment Management Program is a special program open to junior and senior business students. Students in the program actively manage the Clearwater Fund, a portfolio of equities and fixed income securities established by the UW-Eau Claire Foundation in 2002 with a grant of $200,000.

UW-Eau Claire Investment Management Students Who Attended the R.I.S.E. Symposium

Junior Analysts  Senior Analysts
  • Anjali Anand
  • Bradly Dobson
  • Gina Gladwell
  • Indira Nugroho
  • A.G. Stern
  • Stephan Volvatch
  • Charles Hofstrom
  • Elizabeth Kaldun
  • Matthew Kesanen
  • Zachary Konkol
  • Jeffery Olsen
  • David Vanevenhoven

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Investment Tips for College Students

“Knight Kiplinger offered some great advice for all investors. He recommended developing investment/savings habits early because they will stay with you your entire life. The most successful investors are the most patient investors who create an investment strategy and stick with it, regardless of market conditions. For college students in their early 20's, he recommended maxing out your 401k and to buy both domestic and international stocks for the long haul to create a balanced portfolio. Take a certain portion out of your paycheck each week to put into savings and pretend as if you never saw it. After two weeks pay, this will be habit and you will learn how to live with out it.”

-Charlie Hofstrom

Strategies for the Clearwater Fund

“ The strategy I came away with related to growth vs. value stocks.  Value stocks have outperformed the growth stocks for the past seven years.  The five years preceding that were dominated by growth stocks.  The idea is to be able to look at these trends and realize that eventually each side will return to the mean.  This idea can be used when looking at market capitalization as well as domestic vs. foreign stocks.”

-Zachary A. Konkol

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