Welcome to the University of Wisconsin-Eau Claire (UWEC) Student Managed Investment Fund website!
This website includes background information about the class that manages the fund and introduces the student analysts, advising board, and Finance instructors involved in the program. The site also includes sector analysis and reports by the student analysts as well as individual stock research and presentations. The fund is managed as a key element of the UWEC course titled FIN439 Investment Strategy.
Finally, periodic reports and real-time reporting of the portfolio will also be available soon.
Stock Presentations are Currently Postponed until Further Notice
Click the Video Icon to access the presentations when they are rescheduled
Presentation Schedule -
Click the Icon to view the agenda for the Stock Pitches and to view streaming instructions!
An important resource of the course is utilization of the Bloomberg terminal. Participants in the course are extremely grateful to Presto Industries for providing the necessary funding to acquire the terminal. Access to the terminal provides the students not only with the opportunity to perform professional research, but also to earn certification in the Bloomberg Market Concepts course, which is required of each analyst.
Thank you Presto Industries!
Below is the connection information to connect to the UWEC Student Managed Investment Fund class with Mark Alfuth.
We are using Bluejeans – a cloud based video-conference service provider we contract with. There is a self test here, which will connect you with “Jean” an animated parrot that will parrot everything you say.
I am always available to test – my contact information is below. There is also a free Bluejeans app for your phone
that allows you to video-conference using your phone.
It works great, just search for Bluejeans at your app store.
To join the Meeting via a browser:
To join via Room System:
Video Conferencing System: bjn.vc -or-18.104.22.168
Meeting ID : 353650534
To join via phone :
1) Dial: 888.240.2560 (US Toll Free)
2) Enter Conference ID : 353650534#