Five experts in stock portfolio management will lead an all-day boot camp Friday for St. Bonaventure University’s Students in Money Management.
“This is a very intensive conference for the students to get up to speed on the many things they will need this year to manage the portfolio,” said Dr. Jim Mahar, associate professor of finance and SIMM adviser.
Students in Money Management is an experiential learning program in which students manage a real investment portfolio. SIMM offers students the opportunity to participate fully in all aspects of the portfolio management process; learn and apply equity valuation techniques; and network with alumni and other business professionals.
Started in 2004, the fund was worth approximately $197,000 at the close of trading Monday. The fund has consistently outperformed the S&P 500 since it was created, Mahar said.
The day will feature individual presentations from the experts, a working lunch that will highlight the history and importance of SIMM, and a roundtable discussion in Dresser Auditorium of the Murphy Building. That 3 p.m. roundtable concludes the SIMM camp; it’s free and open to the public.
Four of the five speakers are alumni of the university’s finance program.
Christopher Kinslow, class of ’85, donated $30,000 to start the SBU SIMM fund in 2004, and still sits on the board of directors that oversees SIMM. He is a senior managing director at Focus Capital Group, a boutique investment bank, and is responsible for the Industrials Investment Banking practice. He spent the previous 20 years at Deutsche Bank, where he was responsible for the global coverage of capital goods manufacturers, equipment rental companies and diversified industrial corporations. His areas of expertise include mergers, acquisitions, leveraged buyouts, IPOs, equity and debt capital markets, and cross border transactions. Kinslow serves on the board of directors of NES Rentals Holdings Inc. and is an adjunct professor at Rutgers University’s Graduate School of Business and Seton Hall University’s Stillman School of Business.
Sean Lynch, ’06, is an associate investment banker with Deutsche Bank Securities in New York City. Prior to his current position, Sean was an associate director and credit analyst at UBS Investment Bank in New York City, and an associate analyst with Moody’s Investors Service in Singapore and New York City. His expertise spans both U.S. and Asian markets in corporate finance, leveraged finance, credit analysis, ratings and fixed-income research, with an industry focus in telecommunications, media and technology, and energy.
Tom Scanlan, ’89, is vice president with ICAP Electronic Broking LLC in Chicago. He received a master’s degree in finance from the Illinois Institute of Technology. Prior to his current position, Tom worked for seven years on the Chicago Board of Trade.
Jeff Bradley, ’05, is the director of operations and chief compliance officer at Alesco Advisors LLC in Rochester. He was appointed to Alesco’s four-person board of directors in 2009.
David Rakus is chief market strategist for Tradepath Capital, which has offices in Olean and New York City, and a licensed futures broker for Texas-based Transcend Capital. Rakus, an Olean native and 1990 University of Maryland graduate, has been a technical analyst of the stock and futures markets for 20 years. After working as a stockbroker in Washington, D.C., he became a hedge fund trader, gaining knowledge from the top market experts at Gabriel Capital, Gracie Capital and Tudor Investment Group.
About the University: Inspired for more than 150 years by the Franciscan values of individual dignity, community inclusiveness, and service, St. Bonaventure University cultivates graduates who are confident and creative communicators, collaborative leaders and team members, and innovative problem solvers who are respectful of themselves, others, and the diverse world around them. No wonder U.S. News and World Report has for years considered us a “Great School at a Great Price.”