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Willie D. Davis Finance & Investment Lab

Investing in Suite 87

Real-time, real-world money management.

Coming in spring 2022. 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.

Launch 3D Model
Willie Davis Financial Investment Lab Rendering

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.

Support the Lab

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.

35 seat terminals needed to accomodate class simulations

Trading Sim Lab

This 35-seat trading lab will accommodate business class trading floor simulations​. This financial analysis and services lab provides students real-world experience with securities and commodities trading.

Students using screens in Finance Lab

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

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 and literacy

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 Davis Packers Great
Willie D. Davis

Green Bay Packers Pro Football Hall of Famer, #87

Willie D.

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.

Read the Packers Release

Finance & Investment Lab Advisory Board

Ramon Garrido-Mateos
Ramon Garrido-Mateos
Partner at Copper Harbor Investment Advisors, LLC
Green Bay, WI
Daniel J. Wotruba
Daniel J. Wotruba
Director of Wealth Management & Shareholder at KerberRose Wealth Management, LLC
New Franken, WI
Alex Haas
Environmental Credits Manager at U.S. Venture, Inc.
Appleton, WI
Mark Tumpach
CFA, and Portfolio Manager and Senior Equity Analyst at Kellogg Asset Management
Green Bay, WI
Maureen Oster
Maureen Oster
Retired after more than 40 years in investment advisory and mutual funds with extensive experience in corporate governance
Zach Mersberger
Zach Mersberger
CFA, Co-CEO/Co-COO/Financial Advisor at Mersberger Financial Group, Inc.
Sheboygan Falls, WI
Justin Seidl
Justin Seidl
Founder & CEO at Sequoir
Green Bay, WI
Aj Tracey
AJ Tracy
Investor at Lagom Endeavors
Green Bay, WI
Brett Schroeder
Executive Vice President at American National Bank
Appleton, WI
Matt Dornbush

Want to Know More?

If you have questions about the Willie D. Davis Finance and Investment Lab or anything else about the Cofrin School of Business, please contact us.

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