Bill Vogel joined the Student Managed Investment Fund (SMIF) on April 6, 2016. During his visit, Mr. Vogel discussed valuation strategies and shared lessons from his experience as President and CEO of Montag & Caldwell– a diversified financial advisory firm based in Atlanta. In addition, he is the Chairman of the Investment Committee of the North Georgia United Methodist Foundation and Chairman of the Onnie Mae Spruill Foundation; he also serves as a board member of Global Health Action, Inc. and the Grant Park Health Clinic. Not only that, but he heads the Endowment Committee of the Dunwoody United Methodist Church and is a member of the Board of Visitors of the Fuqua School of Business at Duke University and the Rotary Club of Atlanta. The SMIF class took advantage of the opportunity by raising questions of their own regarding valuation strategy and asset allocation. We had a wonderful time learning from Mr. Vogel and hope that future classes have the chance to learn from him as we did.
