Texas McCombs Investment Advisers, LLC

Congratulations to Texas McCombs Investment Advisers, LLC for 30 years and continuing to grow what was the first MBA Investment Fund of its kind! Thanks to Keith Brown, Clemens Sialm, Joshua K. and our impactful donors for continuing to give students this great opportunity for unparalleled applied learning. “It is truly remarkable to see the difference that the Fund has made in the lives of all those involved over the many years,” says Brown, who has remained engaged with the fund since its inception. “This is an educational program that represents a perfect marriage of theory and practice, and it remains one of the crown jewels at McCombs.” Texas McCombs School of Business #MBAInvestmentFund #whyMcCombs

Exciting to see 30 years of student investing at Texas McCombs School of Business! Grateful for the hands-on experience and the incredible network that makes it all possible. Here’s to the next 30 with Texas McCombs Investment Advisers, LLC!

This week, the Class of 2025 Fund Managers of Texas McCombs Investment Advisers, LLC had the pleasure of hosting Zachary H. Gaitz, CFA, former Class of 2020 Fund Manager and VP at UBS Private Wealth Management in Houston. Thanks Zach, for coming back to visit us at the Texas McCombs School of Business to conclude our current fund managers speaker series!

Last week, the Texas McCombs Investment Advisers, LLC had the privilege of hosting Susan A. Chen, Senior Managing Director of Public Equity at UTIMCO. As the largest endowment in the U.S., UTIMCO supports 14 academic institutions, 8 healthcare institutions, and over 400,000 students at The University of Texas at Austin and Texas A&M University. Thanks, Susan for a great presentation and for visiting us at the Texas McCombs School of Business! 🤘

Last week, the Texas McCombs Investment Advisers, LLC had the opportunity to learn about the intricacies of Merger Arbitrage from Allan Merrill, formerly a Partner and Portfolio Manager at Citadel. Thanks, Allan, for sharing your time and insights! We are grateful for opportunities like this that make the McCombs journey so valuable. Thanks for visiting us at the Texas McCombs School of Business! 🤘

Last week, the Texas McCombs Investment Advisers, LLC had the pleasure of hearing from Greg Friedman, CEO of Peachtree Group. Peachtree Group is a vertically integrated investment management firm specializing in identifying and capitalizing on opportunities in dislocated markets, anchored by commercial real estate. Thank you for visiting us at the Texas McCombs School of Business and for sharing your wisdom with us, Greg!

This week, the Texas McCombs Investment Advisers, LLC had the privilege of learning from Soren Aandahl, a distinguished short activist investor and the Founder and Chief Investment Officer of Blue Orca Capital. Soren also serves as a lecturer for the Texas McCombs School of Business, where he teaches a graduate course on financial fraud. After heading him speak, our fund managers are even more excited about the opportunity to take his class this spring! Hook 'em! 🤘

Last night, the Texas McCombs Investment Advisers, LLC enjoyed learning from former MBA Fund Manager, Scott Rochelli, CFA, about his investing experience and his recent decision to start a hedge fund of his own, Nomadx, where he is running a concentrated equity long/short strategy focused on small caps globally. Thanks, Scott, for all your insight and for visiting us at the Texas McCombs School of Business!

Last week, the Texas McCombs Investment Advisers, LLC had the pleasure of speaking all things distressed credit and CLO investing with Patrick Conner and Taylor Hickey, CFA, MBA from Whitebox Advisors. Thanks for visiting us at the Texas McCombs School of Business!

Last week, the Texas McCombs Investment Advisers, LLC had the pleasure of speaking with UT Alum Ashley Baum, CFA, who is the Managing Director of the Special Opportunities Group at Teacher Retirement System of Texas (TRS). The Fund Managers got to hear about what Ashley's group is seeing in the market and how TRS is managing the current environment. Thanks for visiting us at the Texas McCombs School of Business!