Daniel Kapusta

About Daniel Kapusta

Extensive U.S. equity investment experience spanning from sell-side equity research to…

Experience

1. Director, Davis Center for Portfolio Management and Lecturer in Finance

   University of Dayton

   Jan 2017 — Present · Dayton, OH, US

   Brings over 30 years of U.S. institutional equity investment experience to the university classroom spanning from sell-side equity research to managing billion dollar portfolios for both one of the largest U.S. bank holding companies and a Fortune 500 insurance company. Oversees the Davis Center for Portfolio Management and teaches the following undergraduate finance courses: FIN 493 (seminar in equity investments); FIN 360 (investments) and FIN 301 (introduction to financial management). The Davis Center is one of the flagship experiential learning programs in the School of Business Administration. The Davis Center manages the Flyer Investments Fund, a portion of the University endowment and a portion of The Dayton Foundation. As of 31, 2023 the Fund’s assets under management have grown to $72.6 million and according to the Center for Investment Research the Fund ranks as the largest student-managed portfolio in the U.S. Since 2010 these business undergraduate students have generated over $50 million in capital gains. These student-managers work in a high-tech, interactive center that simulates a Wall Street “buy-side” or asset management firm with tools such as Bloomberg, FactSet, Morningstar Direct, S&P NetAdvantage and The Wall Street Journal. The alumni of the UD Davis Center now total approximately 700 and work at some of the most respected investment firms on Wall Street, including BlackRock, Blackstone, Bloomberg, BMO, Callan, Citi, Cleveland Research, Credit Suisse, Dimensional, FactSet, Fidelity, Fifth Third Capital Markets, Goldman Sachs, Houlihan Lokey, Jefferies, JP Morgan, KeyBank Capital Markets, Lincoln Financial, MIT Endowment, Merrill Lynch, Morgan Stanley, PNC Capital Markets, PIMCO, Robert W. Baird & William Blair.

Education

• University of Wisconsin-Madison

  Bachelor's degree, Agricultural Economics

  1981 — 1985

• Michigan State University

  Master of Business Administration (MBA), Finance, General

  1985 — 1986

Skills

• Tenacious Work Ethic
• Portfolio Management
• Competitive Analysis
• Team Leadership
• Equity Research Analysis
• Equities
• Communication
• Investments
• Public Speaking
• Equity Portfolio Management
• Equity Research
• Ethical Leadership
• Mutual Funds
• New Business Development
• Problem Solving
• Finance