FOI #19-352 (10-25-19, 10:23 pm)

Student Managed Fund

Name: Student Student

Affiliation: Withheld.

Location: UConn Storrs

Request Date Start: 10/31/2015

Request Date End: 10/24/2019

Details: I would like to request the following records relating to the University of Connecticut Student Managed fund (SMF)

1. All transaction records, including dates, equity descriptions, amounts, and cost basis information (any format is acceptable, including broker-generated statements)
2. All stock pitch documents submitted by SMF participants, including documents that did not result in an investment
3. All other documentation relating to SMF policies, procedures, and transactions that may not have been described above.

Notes: