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

Each year the Carlson Funds Enterprise provides CFE students access to money management professional who counsel the student, evaluate investment proposals, and serve as a resources for everything from career advice to helping them with research questions.

At the end of each semester, mentors are invited to formal presentation meetings, typically around early December and late April. Students present their new stock/bond recommendations to our mentors, who serve on our investment committee, and will vote on each proposal. 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. While the length of student reports is somewhat longer than most Mentors encounter in their professional lives, we emphasize that report preparation is an important learning tool for the students. Many of our mentors appreciate the opportunity to learn about new products or companies from these reports, since the research is generally very detailed.

Additionally, the CFE typically hosts a Fall Mixer, which allows students, mentors, and alumni to connect in an informal social setting. These are among the CFE’s most successful events, and help to establish the important lifelong networks that are the hallmark of the Carlson experience.

Fixed Income Fund Mentors

Erica Bergsland, Advantus Capital Management
Mark Book, Sit Investment Associates
Mark Churchill, Nuveen Investments
Vitali Datsenko, University of Minnesota
John Dawson, Columbia Threadneedle
Rob Fuller, PPM America
Matthew Grimes, Wells Capital Management
Todd Hedtke, Allianz Life
John Huber, PMA Financial Network
Kirk Moore, Columbia Management
Paul Ocenasek, Thrivent Financial for Lutherans
Jeannette Parr, Prudent Man Advisors, Inc.
Thor Raarup, The Travelers Companies, Inc.
Mary Titler, Columbia Management
Mark Van Holland, Columbia Management
Deborah Weiss, Okabena Advisors
Paul Wick, Intellicents Inc.
Marcus Zahn, Wells Capital Management
Christopher Zinn, US Bancorp

 

Growth Fund Mentors

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