Financial executives participate in IWU student project

The DeVoe Division of Business at Indiana Wesleyan University will be welcoming ten financial professionals from across the country to campus on Thursday, April 20 as part of the IWU Mutual Fund Project, an assignment finance students have been working on all semester.

The IWU Mutual Fund Project charged students with creating a mutual fund investment that is catered to IWU students. Students will present their final projects to the panel of financial professionals, who then will provide students with written feedback. Presentations will take place from 7:50-9:15 a.m. in Room 143 in Elder Hall, followed by a networking event from 9:30-10:30 a.m. in Henry West Banquet Room in the Barnes Student Center.

The financial professionals who will be attending include: Vince Birley, CEO Vident Financial; Brent Owens, president CFD Investments; Deb Beck, Thrivent Partner; Jeff Cave, director, head of distribution at Eventide Asset Management; Brad Hulse, first vice president, senior investment consultant at Morgan Stanley; Gary Martin, vice president National Christian Foundation; Brendan Hack, campus talent attraction specialist at Charles Schwab; Erin Caprielian, human resources generalist at Ronald Blue & Co.; Nathan Manahan, investment analyst at Ronald Blue & Co.; and Jerry Gray, Praxis Mutual Funds wholesaler.

“I am excited to see these students pushed and to see them grow through this process,” said Dr. Justin M. Henegar, CFP, Thrivent endowed executive director of research and scholarship, Ron Blue Institute. “I wanted to get these students face-to-face with financial professionals that can see the talent of IWU students.” 

Indiana Wesleyan University
4201 S. Washington St.
Marion, IN 46953