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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

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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 Uhrig
Raymond James Financial, Inc.
"Recent Trends in the M&A and Private Equity Markets"
Bio  |  Slides  |  Video
photo

September 7, 2007

Jack Clemens
Duff & 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 Sattar
Raymond James Financial, Inc.
"A Brief Overview of Public Finance Investment Banking"
Bios  |  Slides  |  Video
photophoto

September 28, 2007

Liam O'Neil and Huey Richardson
Merrill Lynch Financial Products Group
"Evolution in the Cash and Derivatives Markets"
O'Neil Bio  |  Richardson Bio  |  Slides  |  Video
photophoto

October 26, 2007

Bernard Holtgreive and Aaron Hillman
EBS Asset Management
"EBS Value Investment Philosophy"
Bios  |  Slides  |  Video
photo

November 9, 2007

Richard England
Atlanta Capital
"Groupthink or Better Thinking? - The Star Versus Team Approach to Equity Investment Management"
Bio  |  Slides  |  Video

November 16, 2007

John Abate
JPMorgan
"Distressed Debt Trading"
Bio  |  Slides
photo

November 30, 2007

James Thames
Arrow Street Capital
"An Insider's Guide to the Asset Management Industry"
Bio  |  Slides  |  Video
photophoto

January 11, 2008

Jeff Jackson and B. Wayne Varnadore
PGT Industries
"Private to Public...The IPO Process"
Jackson Bio  |  Varnadore Bio  |  Slides
photo

February 1, 2008

Bill Pollert
Caplease
"Investors Strike Shuts Down Credit Markets"
Bio  |  Slides 1  |  Slides 2  |  Video

February 22, 2008

Eric McKenna
Gables Capital
"Evolution of the Hedge Fund"
Bio  |  Slides

February 29, 2008

Mark Carey
Federal Reserve
Bio

Randy Robertson
Wachovia
Bio

March 28, 2008

Thad McNulty
Trinity Capital of Jacksonville Inc.
"Thoughts from a Hedge Fund Manager"
Bio  |  Slides  |  Video
photophoto

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 Inc
John Carroll, former editor of the Los Angles Times and Baltimore Sun
"Tribune Company, Trials, Tribulations and the Transformation of the Newspaper Industry"
Video
 
 
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