KSU Student Managed Investment Fund LLC

KSU SMIF had the distinct pleasure of hosting a very engaging Career Conversation with Industry Leader Anil Khatod, Senior Partner at Argonaut Private Equity and the George Kaiser Family Foundation (GKFF), on Thursday, March 20th. He tackled the dynamic field of private?equity by offering insights into his personal thoughts, experiences, and strategies, as well as educated analysts on the plethora of career?opportunities. Our members were incredibly grateful to get the chance to participate in an engaging discussion throughout the presentation, as well as dive deeper in an interactive Q&A session. Our sincerest thanks to Anil for taking the time out of his busy schedule to speak with us and help mold the next generation of industry leaders. Our thanks to the Dean of Coles College of Business Robin Cheramie?for her introductory speech as well as to Professors Tom Miller and Govind Hariharan for the attendance and support.

On Thursday, March 6th KSU SMIF Senior and Junior Analysts presented their findings on our Current Holdings. Under the guidance of their Managing and Associate Directors, pitches included an analysis of JPMorgan Chase & Co. from our Fixed income sector as well?as recommendations from our Equity sectors including Merch & Co., Accenture, Align Technology, Eli Lilly & Co., Qualcomm, and ExxonMobil. We'd also like to offer our sincerest gratitude to our alumni: Vinny Rosamilia,?Katty Hernandez,?Hudson Anderson, and?John Longshore?as well as honorary former members Dagne Millard and Justin Waters for their attendance. We'd also like to thank faculty/advisors Govind Hariharan, Tom Garr, David Bray, Jon Spivey, Tom Miller, Peter McGafigan, and Sayedi Borhan for coming out and showing support.?We look forward to seeing you all at our Equity Pitch Presentations in April!

We are very proud of the KSU SMIF team of?Daniel Halliday,?Lukas Ollivier, and?Keegan Thottam?for a strong performance in the 2025 CFA Society Southern Classic Research Challenge on Saturday, March 1st?hosted at Kennesaw State University. The team scored high marks in their report and were selected for the final presentations alongside a few other Universities from Georgia and South Carolina. Their presentation was solid, in a closely contested competition, and they received laudatory comments from the Judges.?Under the guidance of advisors Troy Harmon, CFA, CVA and Eli H., the team honed their equity research, valuation and presentation skills by taking part in this competition. Congratulations to Mercer University team for their first place finish and wish them the best of success in the next round.?We would like to?thank?the members of our team for representing KSU SMIF and?Kennesaw State University?well, as well as thank?the?CFA Society?for holding this annual competition. We appreciate all who came to support!

KSU SMIF Spring 2025 Current Holdings Presentations will take place on Thursday, March 6th?at 6:30pm. We look forward to seeing the recommendations of our Analysts who have worked under the guidance of their Associate and Managing Directors. We can’t wait to see you all there!

KSU Student Managed Investment Fund COO Hannah Hunt and CSO Matthew King represented the firm at last week’s ColesFest on Monday, February 17th. We were happy to share the abundance of learning opportunities that SMIF has to offer to the students of KSU and Coles College. We showcased the many competitive achievements and skills of KSU SMIF members including portfolio management, equity research, networking, public-speaking and so much more to the attendees.?Thank you to all the students and faculty for stopping by!

Congratulations, Matthew. We at KSU SMIF are so proud of all your achievements and your leadership.

KSU SMIF Junior and Senior Analysts presented their research covering a wide range of industries to a packed house on Thursday, February 6th. We are very pleased with the large turnout and growth of the fund, and are happy to have kicked off the pilot of the Fixed Income Sector under the guidance of Fixed Income MD Max Hobbs. Presentations included State of the Market, Automotive Manufacturing, Hotels, Resorts & Cruises, Rail Freight, Biotechnology, Apparel, Accessories, & Luxury Goods, and Passenger Airlines. We'd like to extend our thanks to faculty Govind Hariharan, Tom Garr, David Bray, and Tom Miller as well as alumni Vinny Rosamilia, Katty Hernandez, Hudson Anderson, Eva Hinsbi, CISA, John Foster,?Cameron Paulk?and honorary former members Justin Waters, Dagne Millard, and Jack Monday for the participation and support!

KSU SMIF is delighted and proud that KSU SMIF Alumni (and Coles Scholar) Eli Hogan has been selected to the inaugural KSU 40 under 40 list. As a former CEO of KSU SMIF, Eli has been a very active alumni and has served on the SMIF Fixed Income Committee and served (serves) as the Industry Advisor for multiple award winning CFA Research Challenge Teams. In spite of his hectic work schedule, he is also a regular attendee at our firm wide pitches. Congrats Eli H. and thanks for being a great mentor and role model to our KSU SMIF community.

Save the Date: KSU SMIF Spring 2025 Industry Overview Presentations will take place on Thursday, February 6th?at 6:30pm. We look forward to seeing the recommendations of our Junior and Senior Analysts who have worked under the guidance of their Associate and Managing Directors. We can’t wait to see you all there!

Heritage Preparatory School visits KSU SMIF We had the pleasure of hosting a large group of excited students from Heritage Preparatory School at KSU SMIF on the 28th of January. The students were visiting KSU under the auspices of Prof. Ben Scafidi. KSU SMIF leaders Matthew L. Brown, Kirsten Cowart, Max Hobbs and Matt Hammer spoke to the students about how we research companies and create an investment portfolio, their reasons for choosing KSU and how it has been more than validated and answered questions. As Prof. Scafidi put it "They (SMIF presenters) were serious, funny and interesting, all at the same time". They represented KSU very well as has come to be expected of them. The outstanding students from Heritage under the able guidance of their teachers, Michelle Bishop and Jason Thomas, give us great hope for the next generations of leaders. Thank you, Ben, Michelle and Jason.