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

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

Lucas Bunting, professional director

Screen Shot 2019-10-15 at 2.21.10 PM.png

CURRENT ROLES:

  • Quantitative Equity Analyst at Mairs & Power

EXPERIENCE:

Lucas is responsible for developing quantitative models and conducting fundamental equity research 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

Andrew Walker, CFA, Professional Director

Screen Shot 2019-10-15 at 2.23.39 PM.png

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


Professional Oversight

Erica Bergsland

  • Research and Portfolio Management

Paul Tommerdahl

  • Research and Portfolio Management


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

AJ Barrett

  • Headshots