TWU Student Managed Investment Fund

TWU Student Managed Investment Fund The TWU Student Managed Investment Fund aims to provide students with an opportunity to engage in the valuation of assets and manage a portfolio.

In September of 2016, both Matthew Roxburgh and Elijah Adekugbe came up with an idea for starting a Finance Club at Trinity Western University. The idea was that the Club would be open to anyone interested in studying Finance. Students would look at and analyze current events in the world of finance, network themselves to numerous firms, and finally value stocks and bonds and pitch them to the clu

b. The Club would then decide on whether or not to invest in the stock on OTIS "Online Trading and Investment Simulator" - a platform created at the University of Pennsylvania. Matthew and Elijah realized the opportunity for higher education at TWU through this club and soon after started discussing the layout of the club. As discussions went on, Matthew and Elijah quickly realized that the Finance Club in and of itself was not enough, and that there was an opportunity for something far greater. The initial idea soon changed to a Finance Club that would raise a small amount of money, mostly through club fees, and invest in real stocks for the purpose of realizing a return on investment. However, we quickly realized that the difficulty in satisfying everyones opinion may be difficult and the layout of the fund would not work. After this realization, Matthew and Elijah decided to change the structure from an open club to a small elite group of the top finance students who would work closely together in valuing and investing stocks and bonds. At this point, Matthew and Elijah recruited two of TWU's top business students to help with the founding of the Fund - Mark Antoniuk and Mitchell Urzinger. As the team met, they recognized the potential of this fund. The founding team of TWU's SMIF didn't want to only have an impact on the elite Finance Students at TWU, but also wanted to make a difference in the world. It was during these discussions that the team concluded on donating 100% of profits to various non profits that were either related to education and finance, or non profits that were closely connected to Trinity Western University.

Have you registered for SMIF’s Annual Open Pitch? All students, professors, and alumni are welcome. Either click the lin...
03/08/2023

Have you registered for SMIF’s Annual Open Pitch? All students, professors, and alumni are welcome. Either click the link in our bio or visit our website. We hope to see you there!

Interested in SMIF and want to learn more about our work? Save the date for March 18th, 7-9:30 pm and join us for our an...
02/27/2023

Interested in SMIF and want to learn more about our work? Save the date for March 18th, 7-9:30 pm and join us for our annual Open Pitch Night. Stay tuned for more details & information!

Shout out to our wonderful team this year, and a big thank you to our CEO, Julian Uhryniuk and COO, Christ Davis, for th...
11/29/2022

Shout out to our wonderful team this year, and a big thank you to our CEO, Julian Uhryniuk and COO, Christ Davis, for their constant commitment to the success of SMIF! We are proud of our new members who have dedicated their efforts and worked diligently to invest their time and effort in applying what they learned with the Fund. We look forward to the New Year as we continue to plan opportunities and events coming soon!

Haven’t Applied yet? Don’t worry, it’s not too late! We’ve extended the application deadline to Friday, Sept. 23rd. If h...
09/20/2022

Haven’t Applied yet? Don’t worry, it’s not too late! We’ve extended the application deadline to Friday, Sept. 23rd. If have any questions about the application process, we’ll be happy to hear from you.

Have you registered for Open Pitch Night? You won’t want to miss this! Event is open to all, visit our website www.twu-s...
03/14/2022

Have you registered for Open Pitch Night? You won’t want to miss this! Event is open to all, visit our website www.twu-smif to register.

Introducing our final team led by Portfolio Manager Caleb Zhang and Research Analysts Connor Gust and Paul Noble along w...
03/04/2022

Introducing our final team led by Portfolio Manager Caleb Zhang and Research Analysts Connor Gust and Paul Noble along with Senior Research Analysts Spencer Gerth and Saskia Wharton.

Connor (far left): “Connor is a third-year business student specializing in finance. Originally from Kelowna, BC, Connor is excited to learn more about investing, and financial markets. Upon graduation, he plans to work in the finance or technology industry.”

Spencer (second from left): “Spencer is a fourth year business student - dual specializing in finance and management. Spencer has enjoyed his time in SMIF as it has allowed him to expand his knowledge in Value Investing. Spencer also enjoys spending time with his family, friends, and talking hockey with whomever cares to join in.”

Saskia (second from right): “Saskia is a fourth-year business major, specializing in accounting and finance. She will be starting the CPA program this coming fall, and views SMIF as one of her most valuable university experiences. In her free time she can be found getting Starbucks with friends and watching movies.”

Caleb (far right): “Caleb is a fourth-year business student with a specialization in finance. He sees SMIF as a great opportunity to practice and sharpen investment philosophies and knowledge. He is looking forward to work in finance and investment related industries. Caleb enjoys reading all kinds of books and sports like badminton.”

Paul (not pictured): “Paul is a third-year business student at TWU with a specialization in finance. He joined SMIF to learn more about value investing in the real world. His hobbies include music, hiking, and reading. While hobbies are fun, he often does school as well!”

Register for Open Pitch Night 2022!
03/01/2022

Register for Open Pitch Night 2022!

TWU SMIF continues to push Trinity Western University's student development experience to new heights with their growing fund.

Join us for our annual Open Pitch Night on March 18th at 7:30 PM PST on ZOOM! Please register for this event to receive ...
03/01/2022

Join us for our annual Open Pitch Night on March 18th at 7:30 PM PST on ZOOM! Please register for this event to receive the Zoom link on www.twu-smif.com, Facebook, LinkedIn, or Eventbrite. This event is an opportunity to learn more about how SMIF started and where the club stands today. Our team is excited to present a look into our screening, pitching, and buying process, followed by a question and answer time. See you there!

Introducing our second team led by Portfolio Manager Jacob Kropf and Research Analysts Christy Davis and Julian Uhryniuk...
02/17/2022

Introducing our second team led by Portfolio Manager Jacob Kropf and Research Analysts Christy Davis and Julian Uhryniuk.

Christy (left): “Christy is a second-year business student with a concentration in finance. She has learned so much being part of the SMIF team this past semester and has enjoyed applying the skills learned in the classroom to a real-life setting. When Christy is not studying you can find her exploring outside in the woods or curled up with a good book.”

Julian (middle): ”Julian is a fourth-year business student specializing in accounting and finance. He joined SMIF to gain practical experience in finance while learning more about valuation techniques. Julian enjoys spending his weekends playing hockey or heading up to the mountains for some snowboarding.”

Jacob (right): “Jacob is a fourth-year Business student, specializing in Finance. In his time with SMIF he has been able to further develop his critical thinking skills and loves the community of eager students that he is able to learn and grow beside. After graduation Jacob plans to help local non-profits and businesses implement and benefit from blockchain technology in their operations.”

Save the date for Open Pitch Night 2022. Stay tuned for more details!
02/17/2022

Save the date for Open Pitch Night 2022. Stay tuned for more details!

Introducing TWU SMIF’s 2021/2022 Chief Executive Officer, Kevin Yang and Chief Operations Officer, Carlos Andres. Kevin ...
01/22/2022

Introducing TWU SMIF’s 2021/2022 Chief Executive Officer, Kevin Yang and Chief Operations Officer, Carlos Andres.

Kevin (left) “Kevin is a fourth-year business student with a finance specialization. He recognizes SMIF as an incredible opportunity for real-life applications and a place for active learning. His valuable experiences at SMIF prepare him well for his future endeavors in the financial industry. Kevin enjoys hiking, skiing, playing badminton, watching movies, and cooking during his spare time.”

Carlos (right) “Carlos Andres is a third year Business Student (Accounting - CPA Stream). Joining the team since his first year, he shares the sentiments of most SMIF alumnus that being a part of the fund is one of the most valuable learning experiences from his time in the program. Outside of school, Carlos spends way too much time (and money) searching for new recipes and food joints around the city.”

Address

7600 Glover Road
Langley, BC
V2Y1Y1

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