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Advisory Committee

The Chairman of the UT Department of Finance leads the Fund's Advisory Committee. The board chooses the industry members in the Committee from leading finance professionals. The Advisory Committee advises the investment counselors and students on their investment policies. The Advisory Committee holds two formal meetings each year, one in the spring and one in the fall.

Advisory Committee Members as of May 2017

Board of Directors

Keith C. Brown, CFA Professor The University of Texas at Austin
Gary T. Crum President CFP Foundation
Robert H. Graham  Principal RHG Holdings, LLC
Robert Parrino Chairman, Finance Department The University of Texas at Austin
Ralph B. Thomas Senior Vice President Fayez Sarofim & Co.

Officers and Staff

Gregory Alves President The MBA Investment Fund, L.L.C.
Juana Hardwick Secretary The MBA Investment Fund, L.L.C
Anita Cunningham Accountant & Business Manager The MBA Investment Fund, L.L.C.


Brent R. Adams Managing Principal Kyle Capital, LLC
James F. Arens, II, CFA Chief Investment Officer The Trust Company of Oklahoma
Paul Ballard CEO & CIO Texas Treasury Safekeeping Trust Company
Brian T. Bares President Bares Capital Management, Inc.
Shannon Barry, CFA  Investment Analyst American Century Investments
Tom Bastian Managing Director, Senior Portfolio Manager Invesco Investment Ltd.
Chad Baumler, CFA Portfolio Manager Nuance Investments
Michael Brakebill, CFA Chief Investment Officer Tennessee Consolidated Retirement System
Kenneth M. Burke, Jr., CFA Principal Fayez Sarofim & Co.
Val Burlacu   Petrus Asset Management
Prentiss Burt Managing Director J.P. Morgan
G. Staley Cates, CFA President Southeastern Asset Management
William Charlton, CFA Managing Partner Pavilion Alternatives Group, LLC
Mark Coffelt, CFA President and CIO Empiric Advisors, Inc.
Tim Collins Partner GoldenTree Asset Management, L.P.
Pat Dorsey, CFA Vice Chairman and Director of Research & Strategy Dorsey Asset Management
Ben Fischer, CFA
NFJ Investment Group
J. Philip Ferguson, Esq.
Salient Partners, Ascendant Advisors, & Silver Ventures
C. T. Fitzpatrick, CFA CEO, CIO Vulcan Value Partners
Ben Giele, CFA Managing Partner Gearpower Capital
Stuart Gleichenhaus Senior Managing Director FTI Consulting
Brian Gourley CIO Troubadour Capital
Britt Harris Chief Investment Officer Teacher Retirement System of Texas
Stephen S. Head Senior Managing Director U.S. Capital Advisors LLC
Craig Hester, CFA, CIC Principal Luther King Capital Management
Jim Hille, CFA, CAIA Chief Investment Officer Texas Christian University
Brandon Holcolmb Vice President Goldman, Sachs & Co.
Robert Holt Principal Holt Capital Partners, L.P.
J. Luther King, Jr. President Luther King Capital Management
Mason D. King Principal and Vice President - Public Equity Research Luther King Capital Management
Chris Krantz, CFA Portfolio Manager American Century Investments
 Ed Levy Executive Vice President Churchill Management Group
William McAdams President WJM Capital Management, Inc.
Mark E. McMeans, CFA, CPA CEO Brasada Capital Management
John D. McStay Managing Partner John McStay and Associates
Anmol Mehra Equity Analyst/Portfolio Manager Fidelity Management and Research
Russell Mollen, CFA   Nine Ten Capital Management, LLC
Stephen P. Moore
Moore Capital
Shea B. Morenz Chief Executive Officer Morenz Group
Robert C. Mueller, CFA Sr. Vice President - Investments UBS Financial Services, Inc.
Ray Nixon, Jr.
Barrow, Hanley, Mewhinney & Strauss
John W. Peavy, CFA Chief Investment Strategist Smith Group Asset Management
Beth Robison, CFA Managing Director Hawkins Capital L.P.
Laura Rose Director D W Partners
Gil Scott, CFA Senior Vice President Waddell & Reed
Shashin Shah Founder and Portfolio Manager Think Investments LP
Tushar Shah, CFA Partner Blackhaw Wealth Management, LLC
Michael Shearn President Time Value of Money, L.P.
Alex C. Smith, CFA Founder and CEO Meritage Capital, L.P.
Ken Spruell
Sky Pond Capital
Alan Tarver  Fund Co-Manager and Regional Portfolio Manager Frost Investment Advisors
David Telling Fund Co-Manager Frost Investment Advisors
Warren W. Tennant, CFA Portfolio Manager Invesco Investment Services, Inc.
John M. Thornton, CFA Vice President, Portfolio Manager Stephens Investment Management Group, LLC 
Tom Tull, CFA CIO Employees Retirement System of Texas
Michael Turner President, Houston Market Mutual of Omaha Bank
Ted Wang Partner Goldman, Sachs & Co.
Brad Warden Investment Analyst Waddell & Reed
John H. Watts Chairman Fischer Francis Trees & Watts

Faculty Advisors

Michael Clement Professor The University of Texas at Austin
John Griffin Professor The University of Texas at Austin
Greg Hallman
Senior Lecturer
The University of Texas at Austin
Jay Hartzell
Dean - McCombs School of Business The University of Texas at Austin
Kelly Kamm
Senior Lecturer
The University of Texas at Austin
Sandy Leeds Distinguished Senior Lecturer The University of Texas at Austin
Robert Parrino Professor The University of Texas at Austin
Ehud I. Ronn Professor The University of Texas at Austin
Clemens Sialm Associate Professor The University of Texas at Austin
Laura T. Starks Professor The University of Texas at Austin
Sheridan Titman Professor The University of Texas at Austin

The Fund's Directors, Advisors, and Student Portfolio Managers assist the fund on an uncompensated basis. No management fee is assessed to the investors by the Fund. However, operating and administrative costs associated with the Fund are charged to the Fund's investors.