Academic Advisors

Amanda Carter, Fund Academic Advisor

AMANDA CARTER, Fund Academic Advisor

AMANDA CARTER, Fund Academic Advisor

CURRENT ROLES:

  • Associate Professor of Business, Department of Business & Economics, Bethel University

  • Student Managed Investment Fund, Faculty Adviser, Bethel University

  • Sabbatical Committee, Bethel University

  • Board of Directors, CFA Society of Minnesota

  • Care Committee Chair, P.E.O. Chapter EK

EXPERIENCE:

Amanda Carter has had 28 years of investment industry experience, primarily in the areas of investment banking and investment management.  Most recently, led a team providing derivatives overlay solutions to sophisticated institutional investors.  Risk Management oversight and Dodd-Frank implementation responsibilities.  She had 10 years consulting for large banking institutions developing and delivering courses on exposure management, capital markets, financial math, and derivatives.

EDUCATION:

  • Chartered Financial Analyst® (CFA)

  • M.B.A., The Wharton School, University of Pennsylvania, Finance

  • B.A., Yale University, Economics



Chuck Hannema, Associate professor emeritus

CHUCK HANNEMA, Associate Professor Emeritus

CHUCK HANNEMA, Associate Professor Emeritus

CURRENT ROLES:

  • Associate Professor of Finance, Bethel University

  • Realtor, Edina Realty

EXPERIENCE:

Mr. Hannema spent 20 years in corporate roles in the commercial banking, investment banking, and capital markets arenas. He joined the Bethel University faculty in 2002 and taught courses in Capital Markets and Financial Valuation.  He has served as the Department Chair for seven years, the Faculty Adviser for Bethel's Business and Economics Association, and the Faculty Adviser for the CFA Research Challenge. An area of great interest to him is behavioral finance and the role that impact investing plays in promoting social good.

EDUCATION:

  • B.A. in Economics from Wheaton College (IL)

  • M.B.A. from the University of Minnesota

Steve Landberg, executive in Residence

CURRENT ROLES:

  • Chief Manager and Principal — Palisade Asset Management, LLC

  • Board of Governors — Bethel University Foundation

  • Chair, Audit Committee — Bethel University Foundation

  • Member, Investment Committee — Bethel University Foundation

EXPERIENCE:

Steve Landberg is currently serving as a managing partner for Palisade Asset Management, LLC, and co-manager of Palisade’s High Quality Growth Equity strategy. With over thirty years of portfolio management experience, he has served in leadership roles with U.S. Trust, BNC National Bank, and Resource Bank and Trust. Mr. Landberg began his career at Arthur Andersen & Co.  He currently is a member of CFA Institute, CFA Society Minnesota, Minnesota Society of CPAs, and American Institute of Certified Public Accountants.

EDUCATION:

  • Chartered Financial Analyst® (CFA)

  • Certified Public Accountant (Inactive)

  • B.A., Business, Bethel University


Dean Junkans, Executive in Residence

DEAN JUNKANS , Executive in Residence

DEAN JUNKANS, Executive in Residence

CURRENT ROLES:

  • Chair, Investment Committee, Bethel University Foundation

  • Adjunct Professor and Executive In Residence, Department of Business & Economics, Bethel University

  • Independent Director, Cohen & Steers Funds, NYC

  • Advisory Board, SigFig, San Francisco

  • Cancer Peer-to-Peer Mentor, University of Minnesota Health

  • Cancer Support Group Team Leader, Masonic Cancer Center, University of Minnesota

EXPERIENCE:

Over 30 years of investment industry experience, including direct research and portfolio management across all major asset classes.  Significant investment industry leadership experience at multiple organizations, retiring at the end of 2014 as Chief Investment Officer of Wealth, Brokerage and Retirement at Wells Fargo.

Published author of two investment books.  Also, authored significant industry paper on the role of asset allocation versus security selection and market timing for The Journal of Wealth Management.

EDUCATION:

  • Chartered Financial Analyst® (CFA)

  • M.S., Agricultural & Applied Economics, Purdue University

  • B.S., Economics & Agricultural Economics, University of Wisconsin at River Falls




Xiaoshuo Liu, Executive Research Associate

XIAOSHUO LIU, Executive Research Associate

XIAOSHUO LIU, Executive Research Associate

CURRENT ROLES:

  • Co-Founder, Krescens, LLC.

EXPERIENCE:

Xiaoshuo Liu is a recent graduate from Bethel University. He participated in the 2018 CFA Research Challenge with three other Bethel students and placed second in the Upper Midwest Region Final Round.

EDUCATION:

  • B.A., Bethel University, Economics and Finance

  • B.A., Bethel University, Business w/ International Business concentration



Lucas Bunting, professional director


CURRENT ROLES:

  • Quantitative Equity Analyst at Mairs & Power

EXPERIENCE:

Lucas is responsible for developing quantitative ad fundamental equity models to support the mutual fund and separate account businesses. Lucas had prior roles at investment firms in building individual security portfolios, developing fundamental valuation models, and in asset allocation analysis. He has been an Advisory Board member and part of our fund launch team from the very beginning.

EDUCATION:

  • Passed all three levels of the CFA exams

  • B.A., Bethel University, Economics and Finance


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Andrew Walker, CFA, Professional Director

CURRENT ROLES:

  • Senior Treasury and Investment Analyst at Allina Health

EXPERIENCE:

Andrew is responsible for asset allocation analysis, manager due diligence, and oversight of the balance sheet portfolio. Andrew’s experience to Allina was with investment firms in the areas of fundamental equity research, risk and performance analysis and trading.

EDUCATION:

  • Chartered Financial Analyst® (CFA)

  • B.A., Bethel University, Economics and Finance

    • Minor in Computer Science

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Advisory Board Roles

Janice Guimond

  • Operations and Performance Measurement

Erica Bergsland

  • Research and Portfolio Management

Teri Richardson

  • Organizational Due Diligence – Investment Firm Process


Royal Investment Fund Sponsors

The Royals Investment Fund works with many partners and sponsors to help with the running of the fund. We would like to give a special thanks to:

SAF Designs

  • Designing assistance with the logo

Gabe Segura

  • Headshots