The University of Toledo’s John B. and Lillian E. Neff College of Business and Innovation will look to the future of finance while celebrating two decades of a student-managed portfolio now valued at nearly $4 million during the UToledo FinTech Summit on Friday, Nov. 20.
Business leaders and financial professionals will join students, faculty and alumni for a keynote presentation by the Federal Reserve Bank of Cleveland’s Brian Anderson at 9 a.m. in the Thompson Student Union Auditorium. Panel discussions on industry integration of financial technology, plus networking opportunities, will then lead into a noon celebration of the 20-year anniversary of the Student Managed Portfolio.
During a two-semester course that meets in the Savage & Associations Business Complex’s Neff Trading Room, finance students research investments, analyze securities and recommend transactions to grow the Student Managed Portfolio.
Free registration for the summit is now open online.
“UToledo’s John B. and Lillian E. Neff College of Business and Innovation has long been a leader in preparing students for successful careers in finance through experience-based learning opportunities like our Student Managed Portfolio,” said Dr. Barbara Ritter, dean of the Neff College. “As the financial industry now evolves in line with emerging technologies like artificial intelligence, we’re building on that foundation by creating more ways for students to develop the professional skills and networks they’ll need to advance the future of finance.”
UToledo’s Neff College of Business and Innovation is nationally ranked among the Princeton Review’s Best Business Schools and U.S. News & World Report’s Best Undergraduate Business Programs. It also stands out as one of only 6% of business schools worldwide to meet the high accreditation standards of the Association to Advance Collegiate Schools of Business.
The UToledo FinTech Summit reflects an emerging area of expertise at the Neff College, which earlier this year announced a new undergraduate degree program to prepare students for high-demand careers at the intersection of finance and technology. The Bachelor of Business Administration in Financial Technology, which will open enrollment ahead of the fall semester, is set to be the first and only comprehensive undergraduate degree of its kind in Ohio.
The new degree program builds on long-standing undergraduate and graduate finance degree programs at the Neff College, as well as a signature experience-based learning opportunity in the Student Managed Portfolio.
Since The University of Toledo Foundation seeded the Student Managed Portfolio with $1 million in 2006, hundreds of undergraduate and graduate students enrolled in a dedicated course have researched investments, analyzed securities and recommended transactions in a quarterly presentation to a Foundation committee, gaining hands-on experience in investment analysis and financial decision-making while growing the portfolio to a current valuation of nearly $4 million.
Current and former student managers are set to participate in the portfolio anniversary celebration during the UToledo FinTech Summit. For more information, including a complete agenda, go to the event website.
All summit attendees will receive complimentary access to FinTech Frontiers, a self-paced online certificate course introducing financial technology concepts that was developed by faculty in the Neff College Department of Finance.
Source: news.utoledo.edu
