The 5th Annual Ramsey Student Investment Conference, part of the 2011 GW Alumni Weekend, drew an audience of 130 that included members of the GW Board of Trustees, the GWSB Board of Advisors, alumni, students, faculty and staff. The event featured remarks from GW President Steven Knapp and GWSB Dean Doug Guthrie, a report on the fund’s performance, an investing panel, investment pitches from alumni financial experts and a keynote address from Mark R. Shenkman, MBA, ’67, GW Trustee, GWSB Board of Advisors member and president and chief investment officer of Shenkman Capital Management.
The $1.5 million Ramsey Student Investment Fund, a portfolio of long-only, U.S.-listed stocks, is managed by MBA students enrolled in Applied Portfolio Management (Finance 6239), taught by GW Investment Office staff Donald Lindsey, Rodney Lake, and Steven Keating. The class is steeped in the Graham-Buffett-Munger value investment philosophy and approach, featuring numerous guest-lectures from professional value investors and readings from The Intelligent Investor and The Essays of Warren Buffett. Since its establishment in 2005, through a $1 million endowment gift from GW Board of Trustees Chairman W. Russell Ramsey, and his wife, Norma G. Ramsey, the class and Fund have provided more than 250 students the opportunity to gain hands-on experience and practical investing skills.
The conference was capped by a panel presentation by industry experts who discussed their approaches to and perspectives on investing, current market outlook and investment examples. The investing panel featured: Ira Rothberg, portfolio manager, FBR Focus Fund, FBR; Lawrence Cunningham, GW Law professor, author of The Essays of Warren Buffett; Buck Hartzell, director of analyst learning, the Motley Fool; James Early, income investor advisor, the Motley Fool; Joe Magyer, inside value advisor, the Motley Fool; and Steven Keating, investment officer, GW Investment Office, who served as the panel’s moderator.
Posted by gwsb on September 27, 2011 | Filed under: GWSB News.