Recruiters

Hire an MBA student equipped with real-world experience in managing investment portfolios and developing relationships with clients:

The MBA Investment Fund, L.L.C.

The MBA Investment Fund, L.L.C. is the first legally constituted, private investment company to be managed by students. The Fund is a limited liability company registered under the laws of the State of Texas. It was created to enable MBA students in the McCombs School of Business at The University of Texas at Austin to obtain a real-world experience in the process of managing investment portfolios and in developing relationships with clients. The fund completed its initial offering on December 8, 1994 with $1.6 million invested by accredited investors under securities laws. As of September 2008, the Fund has approximately 60 investors and $13.5 million under management in three different investment products: a growth-oriented equity portfolio and a value-oriented equity portfolio, which are managed for individual and institutional clients, and an endowment portfolio which supports the activities of the AIM Investment Center. The endowment fund consists of an enhanced index equity portfolio and a fixed-income portfolio.

Created by George W. Gau, Ph.D., of the McCombs School of Business and Founding Director of the EDS Financial Trading & Technology Center, the Fund provides a unique interaction between Texas MBA students and professionals from major national investment firms. Under the direction of Laura Starks, Ph.D., and Sandy Leeds, Esq., CFA, a select group of up to twenty students each year work as student portfolio managers with investment counselors in the formulation of their strategy and making their portfolio decisions. They also report to an Advisory Committee comprised of leading members of the investment industry and faculty from the Department of Finance.

Neither the University of Texas at Austin nor the Board of Regents of the University of Texas has the authority or power to act on behalf of the Fund, to do any act that would be binding on the Fund or to incur any expenditures on behalf of the Fund. Neither the University of Texas nor the Board of Regents of the University of Texas shall be liable for any debts or obligations of the Fund.

Manager Profiles

MBA Student Managers

We select student portfolio managers through an application and interview process each November. Once selected, the new student managers begin training with the graduating student managers, and take over the Fund portfolio in March. The managers are responsible for virtually all activity with the Fund's portfolio, including company research, economic forecasting, risk management, pitching stock and bond ideas, working with the Fund's brokers to execute trades, and producing written reports and verbal presentations to the Fund's Advisory Committee.

Class of 2014

Chase Basta Bozeman, Montana Financial Institution Examiner Federal Deposit Insurance Corporation Montana State University RESUME	Daniel Bray Falls Church, Virginia Associate BNP Paribas Wake Forest University RESUME
Will Contreras Texarkana, Texas Power Trader ConocoPhillips Oklahoma State University RESUME	Jon Daugherty Dallas, Texas Financial Analyst Raytheon Southern Methodist University RESUME
Andrew Dickerman Boston, Massachussetts Senior Associate Consultant Putnam Associates Vandebilt Univesity RESUME	Kyle Gunnison Mechanicsburg, Pennsylvania Senior Associate PwC Lehigh University RESUME
Will Guthrie Lebanon, Tennessee Senior Associate Ares Management Davidson College RESUME	Brian Heider Dallas, Texas Portfolio Manager GMAC Mortgage Texas A&M University RESUME
Scott Lipshutz Houston, Texas Senior Investment Analyst Prudential Capital Group University of Texas RESUME	Ashley Martin Houston, Texas Marketing Manager University of Texas Belmont University RESUME
Steven Rivoir Scottsdale, Arizona Investment Banking Associate Merrill Lynch Washington and Lee University RESUME	Scott Rochelli Atlanta, Georgia Credit Risk Manager Pepsico Southern Methodist University RESUME
Henry Wu Taipei, Taiwan Equity Analyst Polaris Investment Trust National Taiwan University RESUME