Willie D. Davis Finance & Investment Lab
Investing in
Suite 87
Real-time, real-world money management.
Gather in our brand new investment lab where you can use cutting edge professional terminals to trade with real money. Join experts and students to discover what's next for finance and investment trading.
Real-Time Data
Ready access to financial data and real-time financial market activity.
$4M Investment
$650,000 construction, $150,000 annually for technology, and endowed faculty positions.
Real Money
The Student Managed Investment Fund gives students real-world experience in the lab.
Trading Floor Facilities
The Willie Davis Finance & Investment Laboratory is a collaborative space and a lab environment designed for hands-on business education.
Trading Sim Lab
This 35-seat trading lab accommodates business class trading floor simulations. The financial analysis and services lab provides students real-world experience with securities and commodities trading.
Tickers & Terminals
The space is equipped with LED Tickers, displays and with Bloomberg Terminals for market data and Morningstar Terminals for fundamental data.
Advisory Board
The Advisory Board will offer mentorship opportunities to students. The board will also provide guidance for programming and insight on technology that is central to the delivery of a modern business education.
Financial Planning & Literacy
A partnership focused around financial literacy with the emerging Personal Financial Planning Program will drive community impact and foster a commitment to social responsibility as well as support the Cofrin School of Business’ stand-alone Finance major and Personal Financial Planning minor designed for Certified Financial Planning (CFP®) certification. The community asked for these programs, and we have responded!
Willie D. Davis
The Green Bay Packers honored the late Packers great and Pro Football Hall of Famer Willie Davis with a $250,000 impact grant toward the establishment of the Willie D. Davis Finance & Investment Laboratory within the University's rapidly growing Cofrin School of Business.
Finance & Investment Lab Advisory Board
Ramon Garrido-Mateos
Partner at Copper Harbor Investment Advisors, LLCGreen Bay, WI
Daniel J. Wotruba
Director of Wealth Management & Shareholder at KerberRose Wealth Management, LLCNew Franken, WI
Zach Mersberger
CFA, Co-CEO/Co-COO/Financial Advisor at Mersberger Financial Group, Inc.Sheboygan Falls, WI
Mark Tumpach
CFA, and Portfolio Manager and Senior Equity Analyst at Kellogg Asset ManagementGreen Bay, WI
Justin Seidl
Founder & CEO at SequoirGreen Bay, WI
AJ Tracy
Investor at Lagom EndeavorsGreen Bay, WI
Brett Schroeder
Executive Vice President at American National BankAppleton, WI
Have Questions?
If you need help determining which major/minor is best for you, let us know – we're here to help.