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 Student Managed Investment Fund

In the Fall of 2017, 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 winners of the 2017 annual portfolio management Request For Proposal competition is the student management team from California State University, Long Beach (CSULB), and we would like to congratulate them on their successful proposal and presentation. The team of students from CSULB will be managing the Foundation's largest portfolio for the 2018 calendar year.  The runner-up in the RFP competition was the team from Chapman University.

We are preparing the Requests for Proposal for the 2018 competition. For Orange County Colleges/Universities desiring an RFP and to participate in the program or just seeking more information, please contact Chad Nooran​i or Paisley Nardini.

For more information about this program click here

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