SMIF History
SMIF was created in 1993 to provide a "hands-on" experience in research, investing, portfolio management, and the dynamics of the equity markets. The Board of Trustees started the program with a transfer of funds from the University's endowment.
Managers are chosen through a rigorous selection process that encompasses an application, formal interview, and written research report. The existing managers make all decisions with oversight from SMIF faculty advisors. Once selected, managers take courses in an "investment track" consisting of Financial Management, Fixed Income & Derivatives, Investments and Security Analysis, and Portfolio Management.
The managers also receive one unit of academic credit for their participation in the Fund. Meetings are held at least once a week throughout the entire year to evaluate the status of the portfolios and execute any other administrative duties that are pertinent to its success.
SMIF is completely equity based and is split into a Growth Fund and a Value Fund. The two funds are each comprised of approximately eight managers. A General Manager actively participates in both funds and ensures the professional management of SMIF as a whole."
Managers act as security analysts and portfolio managers. Through many different research sources, information is gathered in an attempt to lead to a buy or sell decision. Practical investment knowledge, exercised through field trips, internships, and a close working relationship with market professionals, has enhanced the educational experience for the fund managers.
The Fund maintains working relationships with alumni and other professionals in the financial services industry, acting as mentors for the managers of the portfolio. The managers work with faculty advisors from the finance department as well as with an advisory board consisting of investment professionals in the Richmond community. Each year, the Fund continues to improve and plays a unique role in the finance curriculum. Through high caliber students, determination, and professional conduct, SMIF will remain one of the most unique and prestigious programs offered at the University of Richmond.
Past Managers
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2018-19
General Manager
Jeremy LacyGrowth Fund
Christian Berardo
Brad Gibson
Luke Knott
Bobby Piluso
Kate Schlinke
Keenan Shepard
Jack Tierney
Jess Wilson
Ying WuValue Fund
Pedro Balaban
Julian Baretta
Casey Begoon
Matt Freda
Chilton Gaines
Rishabh Jain
Ryan McCaffrey
Ryan Pasquali
Dennis Smith -
2017-18
General Manager
Joao GalbierGrowth Fund
Benjamin Barad
Haley Preschutti
Kieran O’Connor
Kylie Regan
Luke Perda
Oliver Merison
Raymond Kanyo
Anthony FarainoValue Fund
Nelson Baetjer
Doug Butman
Ryan Byrnes
Alexander Cover
Connor Flanagan
Tyler Grosse
Elizabeth Sullivan
Cade von Gal -
2016-17
General Manager
Megan Troy
Growth Fund
Christopher Hartman
Rob Ibarguen
Stathi Kyriakides
Matthew Leto
Rowland Mayor
Michael Walsh
Sean Walsh
Wanli ZhangValue Fund
Matthew Celona
John Franceski
Han Kweon
Gregory Nodaros
Callie Reis
Dodo Stavrev
Ellie Sullivan
Natalie Swanson -
2015-16
General Manager
Peter DonohueGrowth Fund
Matt Brookman
Connor Cole
Nate Cohen
Jack Clark
Divij Dugar
Tom Fickinger
Peter Ghiorse
Aaron HamburgerValue Fund
Chris Ahn
Jill Cestaro
Mark Downey
Brian Gramolini
Brad Rigoli
Greg Stern
Kendall Stevenson
Bryce Yoo -
2014-15
General Manager
Jake O’DonnellGrowth Fund
Kevin Alloway
George Appling
George Beck
Kelly Becker
Jared Bloom
Laura Levy
Saifali Shaikh
Michael ViviritoValue Fund
Sean Baker
Marty Berkowitz
Abby Gilmartin
Connor Koorbusch
Camille Pittman
Skye Samse
Chris Silvey
Jack Stillwagon
Curtis Robbins