Reflections on the World of Investments, Finance, and Wealth Management.

Category Archives: MBA

Culley Joins Henry Fund Board

The Henry Fund is pleased to welcome John Culley, CFA to our advisory board. John is a small-cap equity analyst with the State of Wisconsin Investment Board (SWIB) in Madison, WI, which has actively recruited students from the Henry Fund program. John was a member of the 2009 Henry Fund research team and graduated from [...]

Henry Fund Tops $3.0 million

This afternoon, the Henry Fund portfolio crossed the $3,000,000 threshold in assets under management for the first time in its 19-year history. The fund began with an initial investment of $50,000 in April of 1994. Today, the fund manages a collection three separate scholarship and endowment accounts: MBA Student Scholarships (21.37%) Athletic Scholarships (40.30%) General [...]

Henry Fund Analysts Present to Advisory Board

The 2012 Henry Fund research team will deliver their final semester research to the Fund’s investment advisory board today in W401 PBB from 10:00 a.m. – 3:00 p.m. The presentation schedule includes 39 different companies that were covered this semester. Members of the Tippie community are welcome to attend any portion of the presentations.

Introducing the 2013 Henry Fund Research Team

Congratulations to the newest members of the Henry Fund research team! These 11 analysts will take over management of the $2.7 million Henry Fund portfolio with the start of the spring 2013 semester. Aasim Shaik (Financial Services) Timothy Conley (Financial Services) Eric Anfinson (Consumer Staples) William Patterson (Telecom + Utilities) Puneet Narad (Technology) Preeti Shrivastav [...]

My $3,456,789 Lunch

Over the weekend it was reported that this year’s charity auction for the opportunity to have lunch with investor Warren Buffett fetched a record $3,456,789. This was a 31% increase in the cost for the lunch compared to the record winning bid from 2011 of $2.63 million. In February of 2010, I had the opportunity [...]

Thank You MBA Students!

On Saturday evening, my wife and I had the opportunity to attend the MBA Spring Ball and awards dinner. It was an enjoyable event and a wonderful opportunity to interact with our students as the academic year comes to a close. I wish to thank the MBA students for selecting me as this year’s Finance [...]

Death Valley

Todd Houge

Todd Houge is the Curt and Carol Lane Faculty Fellow in the Tippie College of Business. He teaches applied equity valuation, applied portfolio management, and wealth management courses to undergraduate and MBA students. Todd also supervises the department’s award-winning Henry Fund and Krause Fund programs, which provide a real-world, money-management opportunity for UI students.

Todd received a Ph.D. in Finance and an MBA from the University of Iowa. He also earned his Bachelor of Arts degree from Wartburg College and holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.