Third Annual Student Managed Investment Fund Reunion a Success

October 16, 2007

A stormy night didn’t dissuade a group of alumni, students, and faculty from gathering at the Manhattan campus on October 11 to network, hear remarks from a seasoned financial professional and receive updates about St. John’s University’s Student Managed Investment Fund.

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The third annual Student Managed Investment Fund Reunion drew both past and present participants of the amazing program where students research, analyze and make recommendations to buy and sell securities that the University holds. The fund, which was established in 2001, is broken into undergraduate and graduate classes and throughout the semester the students use the knowledge they garner to make serious, financial decisions. A portion of the profits generated are used for scholarships and competition is fierce to participate in what has become one of the most popular programs within St. John’s University The Peter J. Tobin College of Business (TCB).

The evening began with a cocktail reception where students mingled with alumni. Jeff Lucher ’08TCB is a graduate student who is currently participating and said he and his classmates say they have learned a great deal under the tutelage of their professor, K. Thomas Liaw, chair of the Economics and Finance Department. The reunion gave him a chance to increase his learning, he said. “It’s wonderful to interact with the members of the former teams and get their take on what they got out of the course and where they are now,” he said.

Binh Duong ’08TCB said she loves the classes’ real world application.  “We are learning what we will be doing in our future jobs,” she said. Richard Krohley ’01TCB can attest to that. He was a member of the first Student Managed Investment Fund class and is currently an investment specialist in the Wealth Management Division of Axa Equitable. “It actually helped me land a job once I graduated from St. John’s,” he said. “[Being in the first class] we had to start from scratch on learning how to manage the fund. It was far more challenging and I am sure the students have more tools available to them now.”

Those gathered learned about some of those tools through remarks given by Liaw and Dean Steven Papamarcos, Ph.D. who shared information about the new Financial Information Lab and possible upcoming TCB programs. Following an update given on the status of the fund from students in the undergraduate and graduate classes, the audience sat enthralled by Erick Maronak ’97MBA, chief investment officer and senior managing director of Victory Capital Management in New York City. He spoke about the investment management industry and engaged in a lively and informative question and answer session. “It’s one thing to have a mock portfolio but it’s something completely different to actually apply it to a live portfolio,” he said. “I think it’s better preparation for what they will hopefully face in the future if that’s the path they choose to pursue.”

The Student Managed Investment Fund was established thanks to generous seed grants from James Riley ’74CBA, ’75MBA, ’03HON and Thomas McInerney ’64UC, ’01HON.