Finance Student Portfolio Managers
Finance Student Portfolio Managers

Dr. Jerry Miller, retired Dean of the College of Business, spoke to the Investment Series on February 15.  Miller discussed how investors should manage their money in the global economy.  He focused particular attention on interest rates and sovereign debt.

Dr. Matt Medeiros, CEO of the Institute for Wealth Management, spoke to the Investment Series on March 29.  Sixteen finance and MSFE students attended his presentation.  Medeiros discussed the importance of managing risk.

“The negative correlation between the S&P 500 index and the VIX was startling.  He presented how to use the VIX to profit from short-term volatility in the stock market,” said graduate student Patrick Pollard.

The summer Investment Series presentation will feature the WT Finance Student Portfolio Managers.  Laura Beth Hallman, Kolten Wilder, Karina Linardy, Brandon Davis, Clinton Jacob Ortega, and James Richards are the current Student Portfolio Managers and will present buy and sell decisions for the 2011 portfolio.  The current value of the WT Student Portfolio is approximately $650,000.