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 Student Managed Investment Fund

In the Fall of 2019, 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 2019 annual portfolio management Request For Proposal competition is the student management team from California State Polytechnic University, Pomona (CPP), and we would like to congratulate them on their successful proposal and presentation. The team of students from CPP will be managing the Foundation's largest portfolio for the 2020 calendar year.  The runner-up in the RFP competition was the team from California State University, Long Beach (CSULB).

We are preparing the Requests for Proposal for the 2020 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 2021 RFP Competition is scheduled for the first week in December of 2020.  We welcome all membership and corporate leadership to attend and see some of Orange County's brightest students in action. 

For more information, view the CFAOCF SMIF Program Flyer

CPP RFP 2019.jpg

 Thank You to Our Sponsor!