The University of Tennessee, Knoxville

College of Business Adminstration at the University of Tennessee Dreamweaver Templates. College of Business Administration at the University of Tennessee


 

The Torch Funds

A Portfolio Management Opportunity for Graduate and Undergraduate Students in the Haslam College of Business

 

Haslam and LaPorte Torch Funds

Opportunity for First-Year MBA Students

Due to the generosity of Jim Haslam, Pilot Travel Centers (Knoxville, TN) and Christopher and Quinita LaPorte, Coastal Securities (Houston, TX), UT's first year MBA students have the opportunity to gain valuable experience managing a portfolio of securities. During the four calendar quarters beginning October 1st and concluding September 30th, students selected to participate will manage the Haslam Torch Fund or the LaPorte Torch Fund. Combined, these funds are currently worth approximately $1.5 million. Torch Fund managers are selected each September, and those selected receive a total of three hours of academic credit for their one-year tenure as a wealth manager. The three hours in Finance 585 count as a finance elective and are awarded at the end of the one-year tenure. Each fund is responsible for four, written quarterly reports and various oral presentations. The quarterly reports detail the fund's holdings and performance over a particular quarter and relate that performance to a benchmark based on the S&P 500 and Barclays U.S. Aggregate Bond Index (see link below for the most recent reports). If you have questions or wish to be considered for the position of portfolio manager, please contact the current faculty advisor, Dr. Deborah Harrell, Department of Finance, 431 Stokley Management Center, at 865-974-8396, or via email at dgunthor@utk.edu.

 

McClain Torch Fund

Opportunity for Undergraduate Students

Beginning fall 2016, UT's junior and senior undergraduate students in the Haslam College of Business have the opportunity to gain valuable experience managing a portfolio of securities via the McClain Torch Fund. The purpose of the the Fund is to provide an experiential learning experience that will add to a student’s financial education and thus enhance his/her potential investments-related employment.  The McClain Torch Fund managers will receive a maximum of three-hours of academic credit in finance (Finance 495) for their multi-semester management of the fund.  Each semester, managers will be responsible for a performance report as well as various oral presentations.  Performance will be benchmarked against the S&P500. If you have questions or wish to be considered for the position of portfolio manager, please contact the current faculty advisor, Mr. Darren Williams, CFA, at 865-541-4747 or via email at dwill101@utk.edu.

 

 

 

Picture taken of Jim Haslam, Pilot Oil Flying J and the 2015-16 Haslam Torch Fund managers.

From left to right:  Colin Campbell, Shane Kaster, Mr. James Haslam, Tyler Morgan, Thatiana Haddad de Carvalho, and Ridge Carter

 

The profiles for the 2015-2016 torch fund managers are here.

The profiles for the incoming 2016-2017 torch fund managers are here.

View most recent quarterly fund reports here.

Fall 2016 LaPorte Torch Fund Presentations

From left to right:  Mrs. Quinita LaPorte, Jeff Entin, Mr. Chris LaPorte, Krysia Camino, and Virgina Schaedle

 

 

Torch Fund Professional Advisory Board

 

Torch Fund Professional Advisory Group, Fall 2016 Torch Fund Presentations

From left to right:  Mr. Aaron Sams, Ms. Miranda Davis, Mr. Chris LaPorte, Mr. Bll Hankins, and Mr. Coleton Bragg

 

Meet the Torch Fund Professional Advisory Board here.

 

 

 


Department of Finance ~ 427 Stokely Management Center ~ 916 Volunteer Blvd ~ Knoxville, TN 37996-0540
Phone: 865-974-3216 ~ Fax: 865-974-1716 ~ E-Mail: finance@utk.edu

 

The University of Tennessee, Knoxville. Big Orange. Big Ideas.

Knoxville, Tennessee 37996 | 865-974-1000
The flagship campus of the University of Tennessee System