K. C. Ma, Ph.D.
Roland George Chair of Applied Investments
Director, George Investments Institute
Professor of Finance
School of Business Administration
B.S., National Chiao Tung University
M.B.A., Ph.D., University of Illinois
Professor K. C. Ma has returned to be the Visiting George Professor of Applied Investments. Dr. Ma completed his Ph.D. in Finance in 1983 at the University of Illinois at Urbana-Champaign. He obtained his rank as a Certified Financial Analyst in 1988. Dr. Ma has an extensive background in academics as well as professional background in financial and quantitative research, portfolio management, investment officer, and hedge fund management. He has an equally impressive list of publications within the fields of economics, investing, finance and accounting, futures markets and portfolio management to name just a few. In 1995, Dr. Ma founded KCM Asset Management Group, Inc. He has been Director of Quantitative Research for Ned Davis Research, Inc. and a hedge fund manager for George Weiss Associates, Inc.
Dr. Ma has incorporated several "hands-on" ventures for our Roland George Investments Program students. One of the favored activities they look forward to each spring is participating in the national RISE Symposium at the University of Dayton, Ohio, which includes an investments competition among schools that have student-managed investment funds. During spring break, the class has also toured the financial district in New York City. In early 2010, a team of our investments program students competed in the first annual Florida Investment Research Challenge, a preclude to the Global Investment Research Challenge sponsored by the Orlando Society of Certified Financial Analyst Institute. Our team during Spring 2011 won first place in this challenge and went on as semifinalists for the national competition in Omaha, Nebraska. They were privileged to meet and speak first hand with Warren Buffett, the main speaker. It was a thrilling experience for them.
In Spring 2012, our teams were double winners! Our team that attended the second annual G.A.M.E. (Global Asset Management Education) Forum held at Quinnipiac University in Hamden, CT, took first place for Equity Stocks, an impressive accomplishment being as they were national champions at this competition last year in Fixed Income. Additionally, our team competing in the R.I.S.E. XII competion held at the University of Dayton, OH, again were national champions in Fixed Income, the 11th time out of the past 14 years competing.
Every year is historic! Once again, the Roland George Investments Program (RGIP) has made history. RGIP's Growth portfolio yielded 34.23%, nearly five percent more than the S&P 500 benchmark. Its Fixed Income investments yielded 5/17%, more than 10% above the 10-year Treasure note benchmark. The performance, once again, was good enough to place first in the Fixed Income categories t both the GAME and RISE competitions held in the spring of 2014.
We are most excited about the consistency of the superior RGIP performance. Since the start of the RISE competition 14 years ago and the GAME competition and CFA Research Challenge both 4 years ago, Stetson has won 16 Championships and 5 Second Places in virtually all competition categories. We always have a top–ranked showing in every single year. In particular, the last three years alone, we received two championsips each year.
FINA 421 - Equity Fund Management
FINA 422 - Fixed Income Fund Management
FINA 521 - Applied Research in Equities
FINA 522 - Applied Research in Fixed Income
Office: 311 LBC
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Roland George Investments Program Class of 2014 is proud of their double win - again - in this year's competitions!
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