Finance Professional Speaker Series
Speaker Archive
View the full lists of past presenters, their information biographies, videos and more.
2007-2008 Speaker Series
"Breaking the Wall Street Barrier: Understanding the buy-side and sell-side and how to get in"
Bios
Merrill Lynch Financial Products Group
"Evolution in the Cash and Derivatives Markets"
O'Neil Bio | Richardson Bio | Slides | Video
PGT Industries
"Private to Public...The IPO Process"
Jackson Bio | Varnadore Bio | Slides
John Carroll, former editor of the Los Angles Times and Baltimore Sun
"Tribune Company, Trials, Tribulations and the Transformation of the Newspaper Industry"
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 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
January 11, 2008
Jeff Jackson and B. Wayne VarnadorePGT Industries
"Private to Public...The IPO Process"
Jackson Bio | Varnadore Bio | Slides
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
This event was part of "Capitalism", a course taught by Adjunct Professor Bruce Foerster.
2006-2007 Speaker Series
Wachovia Capital Partners
"Principal Investing – The Inner Workings of a Private Equity Firm"
Bio | Slides | Video
AIG Global Investment Group
"Evolution of Investment Research"
Bio | Slides | Video
"Institutional Equities: From the Sell Side to the Buy Side"
Paryani Bio | Mandelblatt Bio
Proprietary Capital
"An Introduction to the Bloomberg Terminal"
Bio | Video
SunTrust Robinson Humphrey Capital Markets
"The Increasingly Important Role of Private Equity Firms in M&A"
Bio | Slides
Bernstein Global Wealth Management
"The Wealth Management Industry"
Bio | Slides | Video
Standard & Poor's
"Standard & Poor's Role in the Financial Markets"
Bio | Video
Vantage Point Venture Partners
"Venture Capital Overview and What Makes a Start Up Attractive For Investment"
Bio
Walter Industries, Inc.
"Creating Value with an Acquisition: A Case Study"
Bio | Slides
Alvarez & Marsal, LLC
"Corporate Restructuring in Bankruptcy"
Bio
WR Hambrecht + Co
"Auction-based IPOs"
Note: This presentation will be held in Stuzin 200 on Wednesday from 5:00 - 7:00 pm. Dress is business casual.
Bio
Robert W. Baird & Co.
"Cross-Border Mergers and Acquisitions"
Kliewer Bio | Bukhar Bio | Slides
Citigroup Global Markets Inc.
"Derivatives in the Public Sector: A Case Study"
Patterson Bio | Szostak Bio | Slides
September 8, 2006
Tracey ChaffinWachovia Capital Partners
"Principal Investing – The Inner Workings of a Private Equity Firm"
Bio | Slides | Video
September 15, 2006
Michael KellyAIG Global Investment Group
"Evolution of Investment Research"
Bio | Slides | Video
September 29, 2006
Eric Mandelblatt and Rajesh Paryani"Institutional Equities: From the Sell Side to the Buy Side"
Paryani Bio | Mandelblatt Bio
October 27, 2006
Craig CohenProprietary Capital
"An Introduction to the Bloomberg Terminal"
Bio | Video
November 3, 2006
Philip MarshallSunTrust Robinson Humphrey Capital Markets
"The Increasingly Important Role of Private Equity Firms in M&A"
Bio | Slides
November 17, 2006
Richard BindlerBernstein Global Wealth Management
"The Wealth Management Industry"
Bio | Slides | Video
December 1, 2006
Philip EdwardsStandard & Poor's
"Standard & Poor's Role in the Financial Markets"
Bio | Video
January 19, 2007
Melissa GuzyVantage Point Venture Partners
"Venture Capital Overview and What Makes a Start Up Attractive For Investment"
Bio
February 2, 2007
Miles DeardenWalter Industries, Inc.
"Creating Value with an Acquisition: A Case Study"
Bio | Slides
February 23, 2007
Mauricio SanchezAlvarez & Marsal, LLC
"Corporate Restructuring in Bankruptcy"
Bio
March 28, 2007
Barclay F. CorbusWR Hambrecht + Co
"Auction-based IPOs"
Note: This presentation will be held in Stuzin 200 on Wednesday from 5:00 - 7:00 pm. Dress is business casual.
Bio
March 30, 2007
Jason Kliewer and Benjamin BukharRobert W. Baird & Co.
"Cross-Border Mergers and Acquisitions"
Kliewer Bio | Bukhar Bio | Slides
April 20, 2007
Rick W. Patterson and Rob SzostakCitigroup Global Markets Inc.
"Derivatives in the Public Sector: A Case Study"
Patterson Bio | Szostak Bio | Slides
2005-2006 Speaker Series
"Strategies for Success in Institutional Asset Management"
Bio
Streaming Video | Download Video
Slide Presentation
"Synovus Investment Advisor's Equity and Fixed Income Management"
Bio
Streaming Video | Download Video
Organizational Overview
Fixed Income Management Process
Equity Management Process
"The Bravo Story"
Bios
Streaming Video | Download Video
Slide Presentation
"Emerging Markets / Fixed Income; Careers and Opportunities"
Bio
Streaming Video | Download Video
Slide Presentation
"A Successful CFO in Today's Environment"
Bio
Streaming Video | Download Video
Slide Presentation
Bio
Streaming Video | Download Video
"The M&A Process and the Role of a Financial Advisor"
Bio
Streaming Video | Download Video
Slide Presentation
"Google at $475? Who really decides what's in your endowment's portfolio?"
Bio
Streaming Video | Download Video
Slide Presentation
"Corporate Banking as a career option or as a stepping-stone"
Bio
Streaming | Download Video
Slide Presentation
Bio
Streaming Video | Download Video
Slide Presentation
"Luxury Residential RE Development in the Florida Market"
Bio
Streaming Video | Download Video
Slide Presentation
"Pursing a Career in the U.S. Debt Markets"
Slide Presentation
"Investment"
Bio
Streaming Video | Download Video
Slide Presentation
Bio
Dean E. McQuiddy
Sawgrass Asset Management, LLC"Strategies for Success in Institutional Asset Management"
Bio
Streaming Video | Download Video
Slide Presentation
Daniel Morgan
Synovus Investment Advisors"Synovus Investment Advisor's Equity and Fixed Income Management"
Bio
Streaming Video | Download Video
Organizational Overview
Fixed Income Management Process
Equity Management Process
Roy Warren with introduction by Philip Huber
Bravo! Foods International"The Bravo Story"
Bios
Streaming Video | Download Video
Slide Presentation
Alfredo Chang
GE Asset Management"Emerging Markets / Fixed Income; Careers and Opportunities"
Bio
Streaming Video | Download Video
Slide Presentation
Cynthia Merrell
Cree, Inc."A Successful CFO in Today's Environment"
Bio
Streaming Video | Download Video
Slide Presentation
Peter Pruitt
"INSURANCE - whether driven by global or local Capital availability presents great opportunity"Bio
Streaming Video | Download Video
Jeff Ellis
Crosstree Capital"The M&A Process and the Role of a Financial Advisor"
Bio
Streaming Video | Download Video
Slide Presentation
Robert Penter
Hewitt Investment Group"Google at $475? Who really decides what's in your endowment's portfolio?"
Bio
Streaming Video | Download Video
Slide Presentation
Pete Nelson
SunTrust"Corporate Banking as a career option or as a stepping-stone"
Bio
Streaming | Download Video
Slide Presentation
Coleman Cordell
"Overview and Career Opportunities in Public Finance"Bio
Streaming Video | Download Video
Slide Presentation
Todd Powell
WCI Communications, Inc."Luxury Residential RE Development in the Florida Market"
Bio
Streaming Video | Download Video
Slide Presentation
Anand Dhuldhoya
RBC Dain Rauscher"Pursing a Career in the U.S. Debt Markets"
Slide Presentation
Mark Travis
Intrepid Capital"Investment"
Bio
Streaming Video | Download Video
Slide Presentation
Rajesh Paryani
"Institutional Equities: Sales and Trading (from both sides of the phone)"Bio
2004-2005 Speaker Series
Concepts behind the case that Mr. Beebe will present are found in this similar case: Shattuck Hammond - Research (Scroll to "Healthcare Real Estate Monetization (March 2004)" to view slides.)
Bio, summary, and videos
A glimpse at the case to be reviewed
"Independent Research and the Global Research Analyst Settlement"
Bios, summary, and videos
Pre-reading
Wall Street On the Run
Slides
"Careers in Corporate Finance"
Bio, summary, and videos
Slides
"Derivatives as Investment Vehicles and Risk Management Tools for Institutional and Individual Investors"
Bio and summary
"Overview of the Mortgage Backed Securities Market"
Bio and videos
Slides
"Distressed Debt Investing in the Emerging Markets, As Viewed Through the Lens of Gramercy Advisors"
Bios
Mr. Johnston's slides
"Mortgage Credit Risk - Risk Assessment and Markets"
Bio
Slides
"A Disciplined Approach to Selecting Stocks and Managing Risk"
Bio and videos
Slides
"Option Pricing Beyond Black-Scholes"
Bio
Slides
"International Private Equity Investments (LBO funds)"
Bio and videos
Slides
"Investing in Small Cap Stocks"
Bio
Slides
"Selected Issues in Public Finance Types of Financing Debt Engineering and Management"
Bios
Slides
"The Investment Manager Selection Process Within an Asset Allocation Policy"
Bios
Slides
"Current State of the LBO Market and Valuation Implications for Circuit City"
Bio
Hunter Beebe
Shattuck Hammond Partners, LLCConcepts behind the case that Mr. Beebe will present are found in this similar case: Shattuck Hammond - Research (Scroll to "Healthcare Real Estate Monetization (March 2004)" to view slides.)
Bio, summary, and videos
A glimpse at the case to be reviewed
Sean McMahon and Christian Ward
BNY Jaywalk"Independent Research and the Global Research Analyst Settlement"
Bios, summary, and videos
Pre-reading
Wall Street On the Run
Slides
Brian Beach
SI Ventures"Careers in Corporate Finance"
Bio, summary, and videos
Slides
Liam O'Neil
Merrill Lynch"Derivatives as Investment Vehicles and Risk Management Tools for Institutional and Individual Investors"
Bio and summary
Randy Appleyard
Citigroup"Overview of the Mortgage Backed Securities Market"
Bio and videos
Slides
Jay Johnston and Craig Cohen
Gramercy Advisors LLC, Proprietary Capital"Distressed Debt Investing in the Emerging Markets, As Viewed Through the Lens of Gramercy Advisors"
Bios
Mr. Johnston's slides
Adolfo Marzol
Fannie Mae"Mortgage Credit Risk - Risk Assessment and Markets"
Bio
Slides
Bruce Barber
Brookstreet Securities Corporation"A Disciplined Approach to Selecting Stocks and Managing Risk"
Bio and videos
Slides
Daniel O'Rourke
Goldman Sachs"Option Pricing Beyond Black-Scholes"
Bio
Slides
Charles Ball
Andlinger & Company, Inc."International Private Equity Investments (LBO funds)"
Bio and videos
Slides
Eric Cinnamond
Intrepid Capital"Investing in Small Cap Stocks"
Bio
Slides
Henry Reyes and Geoff Finley
Raymond James"Selected Issues in Public Finance Types of Financing Debt Engineering and Management"
Bios
Slides
Chuck Ranson and Daniel A. Ward
Integritas Advisors"The Investment Manager Selection Process Within an Asset Allocation Policy"
Bios
Slides
Mauricio Sanchez
Citigroup"Current State of the LBO Market and Valuation Implications for Circuit City"
Bio
2003-2004 Speaker Series
"Inside Venture Capital"
Bio
"Asset Allocation and the Importance of Real Estate in a Pension Portfolio"
Bio
"Process and Prognostication in International Markets"
Bios and videos
"Investing in Emerging Markets Debt"
Bio and videos
"Overview of Hedge Fund Business"
Bio and videos
"Pension Risk Management -- Strategies to Manage Pension Performance"
Bio and videos
"How to Start Up a Hedge Fund"
Bio and videos
"Treasury and Risk Management"
Bios and videos
"Why International"
Bios and videos
"Sell Side Equity Research: Past, Present and Future"
Bio and videos
"Originating, Syndicating, Pricing, Distributing and Trading a New Bond Deal"
Bio and videos
Slides
"Infrastructure Investing in Emerging Markets"
Bio and videos
"Sterne Agee's Emergence as a Premier Financial Service Company in the South, and Career Opportunities in the Investment Industry"
Bio
Kathy Harris
Noro-Moseley Partners"Inside Venture Capital"
Bio
Carol Casey
St. Leo University"Asset Allocation and the Importance of Real Estate in a Pension Portfolio"
Bio
David Ballon and Martin Pluck
TT International Advisors, Inc."Process and Prognostication in International Markets"
Bios and videos
Jay A. Johnston
Gramercy Advisors, LLC"Investing in Emerging Markets Debt"
Bio and videos
Craig Cohen
Proprietary Capital"Overview of Hedge Fund Business"
Bio and videos
William Marshall
NISA Investment Advisors, LLC"Pension Risk Management -- Strategies to Manage Pension Performance"
Bio and videos
Andrew Moed
Kestan Capital Management"How to Start Up a Hedge Fund"
Bio and videos
Braden Moll and Dan Susik
Ryder System, Inc."Treasury and Risk Management"
Bios and videos
Sandi Schoren-Testa and Guang Yang
Franklin Templeton International Equity"Why International"
Bios and videos
Stephen J. Balog
Cedar Creek Management"Sell Side Equity Research: Past, Present and Future"
Bio and videos
Daniel Benton
Deutsche Bank"Originating, Syndicating, Pricing, Distributing and Trading a New Bond Deal"
Bio and videos
Slides
Everett J. Santos
AIG-GE Capital Latin America Infrastructure Fund"Infrastructure Investing in Emerging Markets"
Bio and videos
James S. Holbrook
Sterne, Agee & Leach, Inc."Sterne Agee's Emergence as a Premier Financial Service Company in the South, and Career Opportunities in the Investment Industry"
Bio
2001-2003 Speaker Series
Corporate and Investment Banking
Banc of America Securities
Managing Director
Prager McCarthy and Sealy LLC
SI Ventures
William R. Hough and Co.
Hewitt Investment Group
Proprietary Capital LLC
Fogler Research and Management
William R. Hough & Co
Hewitt Investment Group
John Hancock Funds
General Motors Investment Management
Professor’s Capital
Banc of America Securities L.L.C.
John Hancock Funds
Trivest Inc.
William R. Hough and Co.
Fixed Income
Raymond James and Associates
Florida State Board of Administration
Raymond James and Associates
Sanford Bernstien
Corporate and Investment Banking
Banc of America Securities
Morgan Stanley Dean Witter
Alex Abreu
Managing DirectorCorporate and Investment Banking
Banc of America Securities
Lydia Brown-Kiser
Vice President, Douglas SealyManaging Director
Prager McCarthy and Sealy LLC
Brian Beach
PrincipalSI Ventures
Thomas J Carlson
Financial AnalystWilliam R. Hough and Co.
Matt Clink
Investment ConsultantHewitt Investment Group
Craig Cohen
Managing PartnerProprietary Capital LLC
Russ Fogler
PrincipalFogler Research and Management
W. Robb Hough
Chairman and PresidentWilliam R. Hough & Co
Mike Smith
Director of Investment ResearchHewitt Investment Group
Henry Mehlman
Vice President and Portfolio ManagerJohn Hancock Funds
Tony Kao
Managing DirectorGeneral Motors Investment Management
Joseph Williams
Managing PartnerProfessor’s Capital
Jeff Kane
Managing Director and Head of Global High Grade SyndicateBanc of America Securities L.L.C.
Alan Norton
Vice President, Portfolio Manager and Team LeaderJohn Hancock Funds
Earl Powell
Chairman and CEOTrivest Inc.
Charles E. Ryan
CFA and First Vice PresidentWilliam R. Hough and Co.
Van Sayler
Senior Vice PresidentFixed Income
Raymond James and Associates
Kevin SigRist
Chief of the Office of Defined Contribution ProgramsFlorida State Board of Administration
David Smith
Managing Director and Head of Consumer GroupRaymond James and Associates
Frank Trainer
Chief Investment Officer of Fixed IncomeSanford Bernstien
Mark McDonnell
Managing DirectorCorporate and Investment Banking
Banc of America Securities
Subu Venkataraman
Vice PresidentMorgan Stanley Dean Witter
