Students have the chance to experience the process of portfolio management while they are learning the skills necessary to make sound portfolio decisions.
Thanks to a generous donation from Robert and Doris O’Neill, Willamette MBA students have the opportunity to manage our $500,000 O’Neill Student Investment Fund. We have returned more than $67,000 in scholarship dollars over the last 5 years to our students.
The investment process begins with a design of a global benchmark for the year. Students analyze economic, financial, and political developments and trends, and design an asset allocation model that combines U.S. industry sector view; a global regional view; and a risk model that represents the risk tolerance of the University and your classmates. At the end of each semester, students present investment results and outlooks to a panel of professional fund managers.
Students enrolled in the Student Investment Fund elective course have real-time access to professional financial information and a boardroom where they can discuss ideas, develop strategy, and make investments.
Faculty Advisors & Executive Board
ALEXANDER RUSSELL
Contributing Assistant Professor
Bates Capital
CHRIS MAGAÑA
Contributing Assistant Professor
IMS Capital Management, Inc.
DANIEL VALLES
Vice President of Finance
Willamette University
ERNESTO TOSKOVIC
Contributing Assistant Professor
Key Bank
ELIZABETH HARTMAN
Senior Financial Analyst
Intel Corporation
GILBERT PARK
Assistant Professor of Finance
Willamette University
KARAN IRADDI
Contributing Assistant Professor
Google
ÖRN BODVARSSON
Dean – Atkinson Graduate School of Management
Willamette University
RICHARD PINE
Board Member
O’Neill-Pine Company
SID PARAKH
Portfolio Manager
Becker Capital Management
TOBIAS READ
Treasurer
State of Oregon
Industry Partners
We know our OSIF students are tomorrow’s leaders. Our industry partnerships play a crucial role in developing the hard and soft skills needed to compete in rapidly changing capital markets.
Our Industry Partners generously give to our student investors access to their time, research, tools, and capital market insights. We are deeply appreciative of their continued support and mentoring.
To learn more about becoming an industry partner please contact OSIF@willamette.edu
