Undergraduate Student Managed Fund Application Name* First Last Student ID Number*UConn Email* Phone*Are you a graduate student or undergraduate student?* Graduate Undergraduate Please access the SMF application for graduate students found here. Please do not continue with this application for undergraduate students.Expected Date of Graduation*Please note that students selected for the SMF are expected to commit to participate for the entirety of the next fall and spring semesters, and must therefore must be active undergraduates for a minimum of two more semesters.Major*Actuarial Science - FinanceFinancial ManagementFinanceOtherMajor*Do you have a dual degree, second major, a concentration, and/or any minors?* Yes No Please list any dual degree, second major, concentration, and/or minors*Current Campus*HartfordStamfordStorrsWaterburyPlease note that SMF is only offered at Storrs and Stamford. It is currently an in-person program. Selected students will need to travel to one of those campuses to participate.Preferred Campus for SMF*StamfordStorrsAre you willing to consider a different campus for a position with SMF than the one you selected above?*If offered SMF on a different campus, you will either need to travel to the campus for SMF classes only or spend the entire year at the campus. Brandy Nelson, Dean’s Designee, will be able to determine with how your business academic requirements can be accomplished at a different campus. If you wish to discuss further, please email her directly: Brandy.nelson@uconn.edu. Yes No Finance Background and Experience*Please list all finance courses taken with the instructor’s name. If you are currently taking a finance course, please indicate that it is in progress. We will review all applicant transcripts for final course grades.Course NameCourse NumberInstructor Statement of Purpose*Why would you be a good fit as a member of the SMF program? Maximum of one page, 1.5 spacing.Max. file size: 250 MB.Résumé*Maximum of two pages.Max. file size: 250 MB.Do you have any upcoming internship arrangements or past internships not indicated on your résumé?* Yes No Please provide that name of your internship company/organization, number of hours per week, and a brief description of your responsibilities.*Transcript* I give the SMF permission to access my UConn transcript for application review purposes. The Student Managed Fund (SMF) program requires you to make a commitment to participate in the SMF for the full semesters of Fall 2025 and Spring 2026. The program requires you to enroll, register and complete FNCE 4301 in the upcoming fall semester and FNCE 4303 next spring. SMF is a significant commitment which entails the full fiduciary responsibility of money management. It is understood that after you accept an appointment as a SMF manager, you have committed to serve for the full semesters of Fall 2025 and Spring 2026. All managers are required to contribute to SMF activities such as reports to the IAB and Foundation, team presentations, and a one and five year report. Furthermore, you must be available for at least one to two meetings during the week for the Fund based on the needs of the instructor and/or team. Each meeting is about 2 hours long. In addition to the meetings, your schedule must permit commitment of time to the Fund for research, analysis, and writing of reports. 1. I am committed to serve as an SMF manager for both the fall and spring semesters. 2. I will attend all SMF classes, meetings, presentations to the IAB and the UConn Foundation. 3. If I am admitted to the Storrs or Stamford SMF, I will register for FNCE 4301 in Fall 2025 and FNCE 4303 for Spring 2026. By checking the box below, you have acknowledged and accepted the following conditions of the Student Managed Fund Program if you are selected to participate in the program.* Checking this box serves as your electronic signature which indicates that you have understood and are accepting the conditions of the Student Managed Fund Program. EmailThis field is for validation purposes and should be left unchanged.