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 Student Managed Investment Fund

In the Fall of 2021, the Foundation sent out Requests For Proposal to local universities to allow student teams from around Orange County to compete for the opportunity to manage the Foundation's portfolio for one year.

We are pleased to announce that the winner of the 2021 annual portfolio management Request For Proposal competition is the student management team from Cal State Long Beach, and we would like to congratulate them on their successful proposal and presentation. The team of students from CSU Long Beach will be managing the Foundation's largest portfolio for the 2022 calendar year.  

We are preparing the Requests for Proposal for the 2022 competition. For Orange County Colleges/Universities desiring an RFP and to participate in the program or just seeking more information, please contact Chad Noorani​ or Paisley Nardini.

The date for the 2022 RFP Competition is scheduled for the first week in December of 2022.  We welcome all membership and corporate leadership to attend and see some of Orange County's brightest students in action. 

Check out the video recording of the presentations. 

For more information, view the CFAOCF SMIF Program Flyer

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