The mentors who donate their time and expertise with our students do an exceptional job of guiding our MBAs and undergraduates throughout the program. Both Investment Committee Mentors and Career Development Mentors work closely with our students to develop investment management skills and provide career advice.

Investment Committee Mentors

Each year the Carlson Funds Enterprise assigns CFE students with a money management professional who counsels the student, evaluates his or her investment proposals, and serves as a resource for everything from career advice to helping them with research type questions.

At the end of each semester, mentors are invited to formal presentation meetings, typically around early December and late April. Students pitch their new stock/bond recommendations to our mentors, who serve on our investment committee, and they will take a vote with a majority rule. If the vote passes, then the stock/bond gets added to the approved list, and students can buy and sell as they see fit. Approximately a week in advance, research reports are sent to the investment committee mentors so that they have time to read them before the formal presentations.

Additionally, the CFE typically hosts a "roundtable forum" in the fall (late September/early October) where mentors come to our financial markets lab for lunch and professionals discuss pertinent topics in the market. Most mentors share what they are doing in their portfolios, and provide some insight to our students on what themes to pay attention to as they put together their fall pitches.

Fixed Income Fund Mentors

Matt Bentley, Galliard Capital Management
Erica Bergsland, Advantus Capital Management
Mark Book, Sit Investment Associates
John Bredemus, Allianz Investment Management
Mark Churchill, Nuveen Investments
Vitali Datsenko, Office of Asset Mgmt, U of M
John Dawson, Columbia Threadneedle
Rob Fuller, PPM America
Matt Grimes, Wells Capital Management
Todd Hedtke, Allianz Life
John Huber, Prudent Man Advisors
John Leiviska, Advantus Capital Management
Kirk Moore, Columbia Management
Paul Ocenasek, Thrivent Financial 
Jeannette Parr, Prudent Man Advisors
Thor Raarup, Travelers
Mary Titler, Columbia Management
Mark Van Holland, Columbia Management
Deborah Weiss, Okabena Advisors
Paul Wick, Alliance Benefit Group
Chris Zinn, US Bancorp

 

Growth Fund Mentors

James Diedrich, Nuveen Asset Management
Patrick Donohue, Hill Capital Corporation
Peter Ellingboe, Sit Investments
Matthew Finn, Thrivent Asset Management
Adam Freeman, Margaret A. Cargill Philanthropies
Benjamin Gervais, 3M
John Groton, Thrivent Asset Management
Patrick Magnusson, Centerpoint
Joe McConnell, Castlelake
Justin Miller, Mairs & Power
Sean Naughton, Piper Jaffray & Co.
Paul Roach, Cornerstone Capital Management
Jaeson Schmidt, Lake Street Capital Markets
Richard Shannon, Craig Hallum
Dave Therkelsen, First Light Asset Management
Keith Tufte, Adam Smith Advisors
Mark VanHolland, Columbia Threadneedle Investments
Michelle Wan, Wells Fargo Private Bank
David Webb, Abbot Downing