Finance Professional Speaker Series
Supported by:
The James G. Richardson Endowment
The William R. Hough Program in Finance
This series brings Finance professionals to the Warrington College of Business Administration to discuss their area of expertise. Speakers demonstrate how professionals approach specific problems, give insight into particular industries, and discuss major trends in the various markets and industries in which they operate. The speakers always take time in their presentation to talk about career strategies.
Students have the additional opportunity to broaden their professional exposure by joining the speaker's small lunch groups prior to the talk. On these Fridays, students have available one-on-one career and industry consultation and additional lecture lunches with Bruce Foerster, a leading practitioner with considerable investment banking experience. The Finance Professional Speaker Series is widely attended by undergraduates and MBA students. Dress is business casual.
Past Speakers
Finance Professional Speaker Series
2007-2008 Schedule
All presentations are held from 2:00 - 4:00 pm in Stuzin Hall, room 104, unless otherwise noted.
August 31, 2007
Charles UhrigRaymond James Financial, Inc.
"Recent Trends in the M&A and Private Equity Markets"
Bio | Slides | Video
September 7, 2007
Jack ClemensDuff & Phelps
"Overview of Valuation Consulting and Emerging Issues and Trends in the Industry"
Resume | Slides | Video
September 14, 2007
Adam Goldstein with Scott Friedman"Breaking the Wall Street Barrier: Understanding the buy-side and sell-side and how to get in"
Bios
September 21, 2007
David Sutton and Danyal SattarRaymond James Financial, Inc.
"A Brief Overview of Public Finance Investment Banking"
Bios | Slides | Video

September 28, 2007
Liam O'Neil and Huey RichardsonMerrill Lynch Financial Products Group
"Evolution in the Cash and Derivatives Markets"
O'Neil Bio | Richardson Bio | Slides | Video

October 26, 2007
Bernard Holtgreive and Aaron HillmanEBS Asset Management
"EBS Value Investment Philosophy"
Bios | Slides | Video
November 9, 2007
Richard EnglandAtlanta Capital
"Groupthink or Better Thinking? - The Star Versus Team Approach to Equity Investment Management"
Bio | Slides | Video
November 30, 2007
James ThamesArrow Street Capital
"An Insider's Guide to the Asset Management Industry"
Bio | Slides | Video

January 11, 2008
Jeff Jackson and B. Wayne VarnadorePGT Industries
"Private to Public...The IPO Process"
Jackson Bio | Varnadore Bio | Slides
February 1, 2008
Bill PollertCaplease
"Investors Strike Shuts Down Credit Markets"
Bio | Slides 1 | Slides 2 | Video
March 28, 2008
Thad McNultyTrinity Capital of Jacksonville Inc.
"Thoughts from a Hedge Fund Manager"
Bio | Slides | Video

April 11, 2008
Stephanie Janik Vice President
Operations Finance, Walt Disney World Resort
Bio
Kevin Lansberry Vice President
Downtown Disney Operations, Walt Disney World Resort
Bio
"Financial Analysis Behind the Magic at Walt Disney World Resort"
Slides | Video
April 18, 2008
Norm Pearlstine, former editor and chief of Time IncJohn Carroll, former editor of the Los Angles Times and Baltimore Sun
"Tribune Company, Trials, Tribulations and the Transformation of the Newspaper Industry"
Video

