INVESTMENT COMMITTEE

A Word from Our Chief Investment Officer...

Sugeeth Sathish

Chief Investment Officer

Class of 2025

Dear students, alumni, and Stetson Community,

I am honored to serve as the Roland George Investment Program's Chief Investment Officer for the 2024-2025 Academic Year. Thank you to those who have served and shaped the program to the prestige it carries today.

Since its inception, the Program offers students an invaluable learning experience in a hands-on environment managing a real portfolio of $6 million, and the opportunity to gain qualitative and quantitative investment-related skills and applications.

In the past year, I have experienced the Program's tremendous impact, in learning, faculty and student mentorship, and fellowship. The Program has extended further than the hands-on experience that Mr. Roland George once envisioned - it has become a community, bringing like-minded and highly motivated individuals together.

Under my leadership, I will strive to provide students with even more opportunities to develop analytical skills of security research and continue the Program's mentorship.

I look forward to leading the Roland George Investment Program for the 2024-2025 year.

Thank you,

Portfolio Managers and Officers

Trustees of the RGIP Program serve as the leaders of the program and sit on the investment committee. Their primary responsibilities include voting on buying and selling securities within each portfolio, developing investment strategies and portfolio asset allocations, and closely monitoring the RGIP portfolios, economic environment, and financial markets.

WIlliam
Hubbard

Growth Equity Portfolio Manager
Voting Trustee

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Max

Miller

Value Equity Portfolio Manager
Voting Trustee

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Jackson

Hockenberry

Fixed-Income Portfolio Manager
Voting Trustee

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Jennings Patrick Pitts Jr.

Quick Reaction Portfolio Manager
Voting Trustee

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Beatriz

Vossen

Risk and Compliance Officer
Voting Trustee

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Lead Sector Analysts

Lead Sector Analysts in the RGIP Program are responsible for overseeing the management and performance of their assigned sectors. Their primary duties include conducting in-depth research on companies within their sector, analyzing economic trends, and evaluating potential risks and opportunities. Additionally, they ensure that investments align with the overall objectives of the program and respond effectively to shifts in the financial markets.

Erik Eisold
Lead Utilities Analyst

Andrew Permenter
Lead Financials Analyst

Steven Vetter
Lead Consumer Discretionary Analyst

Nolan Lappin
Lead Real Estate Analyst

Haris Eminefendic
Lead Energy Analyst

William Brooks
Lead Materials Analyst

SECTOR ANALYSTS

Analysts in the RGIP Program support the lead sector analysts by assisting with research and analysis of companies within their assigned sector. Their key responsibilities include gathering financial data, monitoring market trends, and contributing to the evaluation of potential investment opportunities. They help prepare reports and presentations, offering insights that inform buy and sell decisions. Analysts track the performance of individual securities while gaining valuable experience in developing investment strategies and understanding portfolio management processes.