Future Guests (tentative):

Louis A. Simpson, NU x'58, Chairman, SQ Advisors: "Thoughts about long focused investing."

Bruno Bertocci , Managing Director, UBS Asset Management Sustainable Equity Investors: "Sustainable Equity Investing." 

Jeffrey Ubben, '87, Founder and Managing Partner of Inclusive Capital Partners, "Investing for Impact." "Investing for Impact."

Matt Zumbach, '09, Vice President Senior Investment Officer at Northern Trust: "How to Prepare a Stock Pitch."

Past Guests:

Spring 2020 to Winter 2021

Michael Prober '91, Founding Partner, Clovis Capital Management: "Evaluation of student stock pitches."

Karan Saberwal, Research Analyst Vice President, Robert W. Baird & Co.: "Evaluation of student stock pitches." 

Jennifer O'Hara Martin, '99, Portfolio Specialist and Vice President, T. Rowe Price: "Evaluation of student stock pitches." 

John Goetz, '82, Managing Principal, Co-Chief Investment Officer and Portfolio Manager, Pzena Investment Management: "Evaluation of student stock pitches." 

James Rich, '08, Senior Portfolio Manager, Aegon Asset Management: "Distressed Investing and ESG Investing." 

Karl Brewer '96, Portfolio Manager, William Blair Small Cap Growth and Small-Mid Cap Growth products and Portfolio Advisor, William Blair Global Small Cap Growth product, Wiliam Blair (retired): "Evaluation of student stock pitches." 

 Matt Zumbach, '09, Vice President Senior Investment Officer at Northern Trust: "How to Prepare a Stock Pitch." 

Ryan Garino NU '98, Partner and Head of Global Credit, Citadel (retired).           

Scott Fearon '83, Founder and President, Crown Capital Management.             

Matt Zumbach, '09, Vice President Senior Investment Officer at Northern Trust: "How to Prepare a Stock Pitch."

Randel Freeman, Founder and Managing Partner of The Ex-Ante Partnership.

Louis A. Simpson, Former Chairman of SQ Advisors LLC.

Chris Webber NU '03, Partner, Senior Analyst, and Head of Portfolio Analytics, Hound Partners.

Scott Wallace, Founder/Chief Investment Officer, Shorepath Capital Management.

Spring 2019 to Winter 2020

Jennifer O'Hara Martin,   '99, Portfolio Specialist and Vice President, T. Rowe Price: "Comfortable Being Uncomfortable."
 
Robin Yoshimura, '94, Managing Director and Portfolio Manager,   First Republic Investment Management : "Volatility-based Equity Strategies ."

Matt Zumbach, '09, Vice President and Treasurer, Alight Solutions: “How to Prepare a Stock Pitch."

Philip Furse, '00, Portfolio Manager and CIO, Summit Public Equity: "TBA."

Scott Fearon '83, Founder and President, Crown Capital Management: "Improving long and short stock selection in a world of diminishing alpha."

Bruno Bertocci, Managing Director, UBS Asset Management Sustainable Equity Investors Team, "TBA."

Neil Rudolph, Co-founder and Senior Advisor, Symphony Asset Management: "Current Issues in Asset Management."

Theodore Samuels, Former President Capital Guardian Trust Company: "The Math of Investing."

Mark Wiskup, Founder, Mark Wiskup Communications: "Presenting an Effective Stock Pitch."

Philip Ordway, '07, Managing Principal and Portfolio Manager, Anabatic Investment Partners, "TBA."

Michael Mokotoff, '09, Managing Director, Head of Research, Strategic Investments Group, GCM Grosvenor: "TBA."

Tadd Chessen, Managing Director, Marketable Investments, Northwestern University Investment Office: "TBA."

Matt Zumbach, '09, Vice President and Treasurer, Alight Solutions: “How to Prepare a Stock Pitch."

Hiro Mizuno '95, Executive Managing Director and Chief Investment Officer, Government Pension Investment Fund of Japan: "Integrating ESG principles holistically into portfolio construction" (outside of class).

Louis A. Simpson, NU x'58, Chairman, SQ Advisors: "Screening criteria for stock selection."

Louis A. Simpson, NU x'58, Chairman, SQ Advisors; Amy Diamond, Managing Director, Private Investments & Real Assets, Northwestern University; Ellen Ellison: Chief Investment Officer, University of Illinois; Susan Manske, Chief Investment Officer, The MacArthur Foundation: "Perspectives on Investing." (Out side of class).

John W. Rogers, Jr., Chairman and CEO, Ariel Investments, "Perspectives on Leadership" (outside of class).

Spencer Lampert ’83, Chairman and Chief Investment Officer, Exelauno Capital Management: "Macro Cycles and Equity Investing."

Jeffrey Ubben '87, Founder and Chief Executive Officer, ValueAct Capital and Portfolio Manager of the ValueAct Spring Fund: "Student Q&A" (outside of class).

Jennifer O'Hara Martin, '99, Portfolio Specialist, T. Rowe Price: "Investing in an age of Rapid Technological Change."

Spring 2018 to Winter 2019

Daniel O'Keefe, NU '93, Portfolio Manager, Artisan Partners: "Value Investing: Simple, Not Easy."

Andrew Freedberg '00, Portfolio Manager, First Manhattan Co.: "Perspectives from a Long-Only Portfolio Manager."

Kathryn Welling, NU '74, Editor, Publisher, and CEO of Welling on Wall Street: "TBA."

Ryan Garino NU '98, Formerly, partner and head of Global Credit, Citadel: "Inefficient Markets: Discussion and Some Real-Lfe Examples."

Scott Fearon '83, Founder and President, Crown Capital Management: "Understanding Cyclical vs Secular Change and ‘Sun-setting’ Industries."

Mara Baumgarten Force '01, Professor of the Practice, and Associate Director of the Master of Finance Program, Tulane University (formerly Head of Private Client Trust for J P Morgan) : "Trust Me."

Neil Rudolph, Co-founder and Senior Advisor, Symphony Asset Management: "Current Issues in Asset Management."

Louis A. Simpson, NU x'58, Chairman, SQ Advisors; Amy W. Diamond, Managing Director, Private Investments & Real Assets, NU Investment Office; and Harisha Koneru Haigh '02, Managing Director, Private Investments & Real Assets, NU Investment Office: "Private Investments in the Endowment World" (outside of class).

Pat Dorsey (NU MA '01), Founder, Dorsey Asset Management: "Competitive Advantage & Capital Allocation."

Scott Wallace, Founder and Chief Investment Officer, Shorepath Capital Management: "Examination of an Active Portfolio."

Theodore Samuels, Former President Capital Guardian Trust Company: "The Math of Investing."

Spring 2017 to Winter 2018

James Rich '08, Head of U.S. Restructuring; Portfolio Manager, Credit Opportunities and Emerging Markets Strategies, Aegon Asset Management: "Distressed Investing."

David Herro, Partner, Deputy Chairman, Portfolio Manager and Chief Investment Officer - International Equity, Harris Associates: "Value Investing in an Unstable Macro Environment."

Howard Getson '87, Founder, Capitalogix: "Investing through Artificial Intelligence."

Mark Wiskup, Founder, Mark Wiskup Communications: "Presenting an Effective Stock Pitch."

Warren Buffett, Chairman and CEO, Berkshire Hathaway: "Student Q&A" (outside of class, at Berkshire Hathaway).

Daniel O'Keefe, NU '93, Portfolio Manager, Artisan Partners: "Value Investing: Simple, Not Easy."

Louis A. Simpson, NU x'58, Chairman, SQ Advisors: "Concentrated Investing."

Peter Lewis, Managing Partner, LFL Advisers: "Insights into Equity Analysis."

Mark Coe, '87, President, Coe Capital Management: "The Investment Process."

Stacey Riddell, '89, Independent Consultant and Private Investor; and Bob Newman, '87, Managing Partner, Promus Capital: "How we Invest and Conduct Research."

Spring 2016 to Winter 2017

Matt Hulsizer, Co-founder, PEAK6 Investments, "Bad ideas in investing: Lessons on creative ways to lose money."

Ian Mashal ’11, Senior Analyst, Bloom Tree Partners: "Long/Short Investing."

Pat Dorsey (NU MA '01), Founder, Dorsey Asset Management:“Competitive Advantage & Capital Allocation”

Glenn Greenberg, Managing Director, Brave Warrior Advisors: "Insights into Equity Analysis."

John Goetz ’82, Managing Principal and Co-Chief Investment Officer and John Picasso, Research Analyst, Pzena Investment Management: "Insights into Equity Analysis."

Steven Einhorn, Vice Chairman, Omega Advisors: "Insights into Equity Analysis."

Ami Goldfein, Equity Client Portfolio Manager and Derek Rosenthal, Equity Analyst, Och-Ziff Capital Management Group: "Insights into Equity Analysis."

Louis A. Simpson, NU x'58, Chairman, SQ Advisorsand William McLean, VP and Chief Investment Officer, Northwestern University: "Managing Investments Over Time - How Things Have Changed." (Outside of class).

Avi Nash '81, Founder, Avi Nash, LLC. and Vinay Gupta, Vice President of Investment Research and Assistant Portfolio Manager, Indian River Advisors Corporation: “Stock Selection Methodology for Long term Investing.”

Bradley Meyers, Managing Director Investments Public Markets, Grosvenor Capital Management and Joseph D. Gutman '81, Head of Business Development, Managing Director, Grosvenor Capital Management: "Viewpoints on Asset Management.."

Jeffrey Ubben '87, Founder, Chief Executive Officer, and Chief Investment Officer, ValueAct Capital: "Student Q&A" (outside of class).

Michael Prober '91, Founding Partner, Clovis Capital Management: "Special Situation Investing."

Thomas Kamp '85, President, Chief Investment Officer, and Lead Portfolio Manager, Cornerstone Capital Management: "Successfully Identifying a ‘Perception Gap’."

Spring 2015 to Winter 2016

Warren Buffett, Chairman and CEO, Berkshire Hathaway: "Student Q&A." (Outside of class, at Berkshire Hathaway).

Louis A. Simpson, NU x'58, Chairman, SQ Advisors: "Lessons of an Independent Director."

Stacey Riddell '89, Independent Consultant and Private Investor; Paul Galat, Managing Director, Advisory Research Investment Management; Glenn Primack, Senior Analyst at Achievement Asset Management; Patricia Ackerman, Vice Present, Investor Relations and Treasurer, A.O. Smith Corporation: "Analyzing a Public Company/Stock from A-Z: A.O. Smith Corporation."

James Hodge, Chief Investment Officer, Permal Asset Management, and Hidetoshi Takeda, Portfolio Manager, Permal Asset Management: "Hedge Fund History."

James Neary, '92, Managing Director, Warburg Pincus: "Insights into Equity Analysis."

Abby Joseph Cohen, President, Global Markets Institute, and Senior Investment Strategist, Goldman Sachs: "Insights into Macro Investment Strategies."

David J. Kostin, Chief US Equity Strategist, Goldman Sachs: "Insights into Equity Analysis."

Avi Nash '81, Founder, Avi Nash, LLC. and Vinay Gupta, Vice President of Investment Research and Assistant Portfolio Manager, Indian River Advisors Corporation: “Stock Selection Methodology for Long term Investing.”

Lasse Heje Pedersen, Principal, AQR Capital Management: "Efficiently Inefficient Markets."

Jamie Ziegler, Co-founder, JZA Coaching: "Finding your genius in investments" (outside of class)

Stacey Riddell '89, Independent Consultant and Private Investor; Paul Galat, Managing Director, Advisory Research Investment Management; Glenn Primack, Senior Analyst at Achievement Asset Management; Maneesh K. Arora, Chief Operating Officer, Exact Sciences: "Analyzing a Public Company/Stock from A-Z: Exact Sciences."

John Goetz ’82, Managing Principal and Co-Chief Investment Officer, Pzena Investment Management: "Company Valuation: Superior Energy Services."

Spring 2014 to Winter 2015

Stacey Riddell '89; K. “Suri” Suriyakumar, Chairman, President and CEO; Jorge Avalos, CFO; David Stickney, Vice President of Corporate Communications; ARC Document Solutions: "Analyzing a Public Company/Stock from A-Z: ARC Document Solutions."

Jeffrey Ubben '87, Founder, Chief Executive Officer, and Chief Investment Officer, ValueAct Capital: "The Long Game."

Scott Fearon '83, Founder and President, Crown Capital Management: "Dead Companies Walking."

Mellody Hobson, President, Ariel Investments: "'World-class' leadership" (outside of class)

William McLean, VP and Chief Investment Officer, Northwestern University: “Understanding Client Objectives — Endowment Portfolios.”

John Goetz ’82, Managing Principal and Co-Chief Investment Officer, Pzena Investment Management: "Insights into Equity Analysis."

Steven Einhorn, Vice Chairman, Omega Advisors: "Insights into Equity Analysis."

Peter A. Langerman, Chairman, President and CEO, Mutual Series: "Insights into Equity Analysis."

Jack Salzman, Senior Managing Partner and co-founder, Kings Point Capital Management: “Insights into Equity Analysis.”

Dennis Slutsky, Co-founder, North Beacon Capital; and Adam Slutsky '12, Portfolio Manager and Co-Founder, North Beacon Capital: “A Stock Pitch Case Study.”

Paul Karger, Co-founder and Managing Partner, Twin Focus Capital Partners: "Portfolio Management and Client Presentation."

Joseph D. Gutman '81, Head of Business Development, Managing Director, Grosvenor Capital Management and Bradley Meyers, Public Markets Investment Committee Member, Head of Portfolio Management, Managing Director, Grosvenor Capital Management: "Viewpoints on Asset Management."

Robert Dishner, James Rogers, Camilo Varelo, Chad Waynee ('08), Balyasny Asset Management: "Insights into Equity Analysis."

Bhaskaran Swaminathan, Director of Research, LSV Asset Management: “The Psychology of Investment Success.”

Spring 2013 to Winter 2014

John W. Rogers, Jr., Chairman, CEO & Chief Investment Officer, Ariel Investments: "Insights into Equity Analysis."

David G. Herro, Partner, Portfolio Manager and Chief Investment Officer, International Equity, Harris Associates: "Insights into Equity Analysis."

Michael Balkin, Partner, Co-portfolio Manager, Small Cap Growth Fund, William Blair: "Insights into Equity Analysis."

William McLean, VP and Chief Investment Officer, Northwestern University: "Insights into Equity Analysis."

Warren Buffett, Chairman and CEO, Berkshire Hathaway: "Student Q&A." (Outside of Class, at Berkshire Hathaway).

John L. Ward, Clinical Professor of Family Enterprise, Co-Director of the Center for Family Enterprises, Kellogg School of Management, Northwestern University: "The Oracle of Omaha Meets the Visionaries of Galilee."

Brian Feltzin, Founder, Sheffield Asset Management: "Value Stocks vs. Value Traps."

Craig Albert, Portfolio Manager, Sheffield Asset Management: "Value Stocks vs. Value Traps."

Randall I. Rochman '81, CEO, West Family Investments: “Does the past have much predictive value in helping one to value stocks in the New Normal?”

Timothy J. Dolan, CIO, GP Brinson Investments: “Does the past have much predictive value in helping one to value stocks in the New Normal?”

James Covello, Head of Technology, Media, Telecommunications Equity Research, Global Investment Research, Goldman Sachs "Insights into Equity Analysis."

Stephen F. Mandel, Jr., Managing Director, Portfolio Manager, Lone Pine Capital: "Insights into Equity Analysis."

Steven Einhorn, Vice Chairman, Omega Advisors: "Insights into Equity Analysis."

Mark Cooper, Senior VP, PIMCO: "Insights into Equity Analysis."

Zain Naqi '89, CEO & Principal, ZAN Partners Ltd, "Global Macro Investing, What is it and Why it Matters" (outside of class).

Matthew Simon '04, Portfolio Manager, Citadel Investment Group: "Relative Value Investing."

Bhaskaran Swaminathan, Director of Research, LSV Asset Management: “Implementing Quantitative Strategies.”

Andrew W. Lo, Charles E. and Susan T. Harris Professor Professor of Finance, and the Director of the Laboratory for Financial Engineering at the MIT Sloan School of Management; Chairman and Chief Investment Strategist, Alpha Simplex Group: "Adaptive Markets and the Future of Fundamental Analysis."

Chistopher Harvey, Investment Analyst, Zuckerman Investment Group: "Analyzing a Public Company/Stock from A-Z: Advance Auto Parts."

Spring 2012 to Winter 2013

Matthew Hulsizer, Co-Founder / Chief Executive Officer of PEAK6 Investments, L.P: "Portfolio Construction."

Andrew D. Riedl, Managing Director,Princeton University Investment Company: "Portfolio Management and Manager Selection, an Endowment Perspective."

Michael Prober '91, Founding Partner, Clovis Capital Management: "Special Situation Investing."

William Shope, IT Hardware Research Leader, Goldman Sachs: "Insights into Equity Analysis."

John Goetz ’82, Managing Principal and Co-Chief Investment Officer, Pzena Investment Management: "Insights into Equity Analysis."

Peter A. Langerman, Chairman, President and CEO, Mutual Series: "Insights into Equity Analysis."

Stephen F. Mandel, Jr., Managing Director, Portfolio Manager, Lone Pine Capital: "Insights into Equity Analysis."

Michael Haddad '87, Portfolio Manager, Soros Fund Management: "Global Macro, What is it and Why it Matters."

Scott Fearon '83, Founder and President, Crown Capital Management: "Fads, Frauds, and Failures: An Overview of Successful Short Selling."

Richard Bookstaber, Senior Policy Adviser, the Financial Stability Oversight Council and the SEC: "Agent-based Models and Market Dynamics."

Matthew Simon '04, Portfolio Manager, Citadel Investment Group: "Relative Value Investing."

Robert Litterman, Partner and Chairman of the Academic Advisory Board, Kepos Capital: "Pricing Climate Risk."

Malcolm Jones ’82, Principal, Trinity Partners; Gwen Cohen ’82, Wealth Advisor, First Vice President, MorganStanley SmithBarney; Steve Ethington ’73, President and CEO, Ethington Associates Ltd.; Mark Fuller ’83, Partner, William Blair & Co;. Christine Mason McCaull ’91, Director, ClickMarkets Inc.; Phil Ordway ’07, Investment Analyst, Chicago Fundamental Investment Partners: “Career Management Starts Day One” (outside of class).

Spring 2011 to Winter 2012

Philip L. Hildebrandt '89, CEO, Segall Bryant & Hamill: "If you have good performance, will you have assets to manage?"

Jamie Ziegler, Co-Founder and Partner, AUMPartners: "Best Practices in Client Communications."

Stacey Riddell '89, Former President, PEAK 6 Asset Management; Sherry M. Smith Executive Vice President, Chief Financial Officer, SUPERVALU INC.; Jeffrey A. Rein, former Chairman and Chief Executive Officer, Walgreens; Ken Levy, Vice President of Investor Relations at SUPERVALU: "Analyzing a Public Company/Stock from A-Z: SUPERVALU."

Warren Buffett, Chairman and CEO, Berkshire Hathaway: "Student Q&A." (Outside of Class, at Berkshire Hathaway, November 2011).

Michael Haddad '87, Portfolio Manager, Soros Fund Management: "Global Macro, What is it and Why it Matters."

Brett Jefferson '96, Founder, President, and Chief Investment Officer, Hildene Capital Management: "The Inefficiencies of Structured Products."

Matt Scanlan '81, President, Institutional Management, Renaissance Technologies: "Implications of the Retirement Crisis for Asset Managers."

Charles D. Ellis, Founder and Senior Advisor, Greenwich Associates: "Profession at Risk: How Investment Management's Three Major Errors Threaten the Profession From Within" and "Major Lessons from America's Great Professional Firms."

Ryan Gaylor '07 and Robert Haugen '07, R. W. Baird: "Equity Market Dynamics: Understanding the Role of the Sell-Side in Institutional Asset Management."

Jennifer Martin '99, Vice President, T. Rowe Price: "How to Write a Great Research Report."

Warren Buffett, Chairman and CEO, Berkshire Hathaway: "Student Q&A" (outside of class, at Berkshire Hathaway, April 2011).

Ann Rutledge, Founding Principal, R&R Consulting: "Anatomy of a Dead President’s Deal."

Spring 2010 to Winter 2011

Andrew Freedberg ’00: Senior Managing Director, First Manhattan Co.: "The Investment Research Process: Assessing Management Quality."

Michael Prober '91, Founding Partner, Clovis Capital Management: "Special Situation Investing."

Stacey Riddell '89: President, PEAK 6 Asset Management; Jeffrey Park, CFO, SXC Health Solutions Corp.: "Analyzing a Public Company/Stock from A-Z: SXC Health Solutions Corp.."

Avi Nash '81, Founder, Avi Nash, LLC.: “Incorporating Cycles in Asset Allocation, Valuation, and Stock Selection.”

John Goetz ’82, Managing Principal and Co-Chief Investment Officer, Pzena Investment Management: "Value Investing:  The Merits and Risks of an Investment in Masco Corporation."

Malcolm Jones ’82, Principal, Trinity Partners and Sperry Capital; Carole Brown ’89, Senior Managing Director, Siebert Brandford Shank & Co.; Steven Ethington ’73, Executive Vice President, DHR International; John Rice ’73, Financial Advisor, Global Private Client Group, Merrill Lynch; and Matthew Simon ’04, Portfolio Manager, Citadel Investment Group: “Career Management Starts Day One.” (Outside of class.)

Timothy Peterson ’87: Founder, President, and Chief Investment Officer, Regiment Capital Advisors: "High Yield Credit Markets: Bonds and Leveraged Loans."

Aaron Brown: Chief Risk Officer, AQR Capital Management: "The Next Money."

C. James Prieur, CEO, CONSECO, "Investing from the Insurance Industry Perspective."

Spring 2009 to Winter 2010

Bhaskaran Swaminathan, Director of Research, LSV Asset Management: “Implementing Quantitative Strategies.”

Michael Prober '91, Founding Partner, Clovis Capital Management: "Firm Valuation."

Philip Furse '00, Portfolio Manager, Alydar Capital: "Firm Valuation."

Brian Posner (NU '83), Founder and President, Point Rider Group: "Of Fundamentals and Fundamentalism."

Stacey Riddell '89: President, PEAK 6 Asset Management; Ron Packard, Chief Executive Officer and Founder of K12 Online School (LRN); Amy W. Junker, Senior Research Analyst, Education Services, Robert W. Baird & Co.: "Analyzing a Public Company/Stock from A-Z."

Myron Scholes, Nobel Laureate and Chairman, Platinum Grove Asset Management: "Risk Management for Hedge Funds."

William Wappler '87, Director, SAC Capital Advisors: "What Portfolio Managers Want from Research Analysts" (outside of class).

Jeffrey Ubben '87, Founder, Chief Executive Officer, and the Chief Investment Officer, ValueAct Capital: "Climbing the Wall of Worry" (outside of class).

Robert Dishner, Principal and Senior Portfolio Manager, Stark Investments: "Neiman Marcus Credit Case Study."

M. Jane Buchan, Chief Executive Officer and Managing Director, Pacific Alternative Asset Management Company and Shawn Wischmeier ('02), Chief Investment Officer, Indiana Public Employees' Retirement Fund: "Hedge Funds: An Inside Look."

Michael Mauboussin, Chief Investment Strategist, Legg Mason Capital Management: “Think Twice: Harnessing the Power of Counterintuition."

Scott Fearon '83, Founder and President, Crown Capital Management: "Hedge Fund Investing."

Todd Pulvino,Co-founder, CNH Partners: “Arbitrage Strategies and the 2008 Crisis” (outside of class).

Warren Buffett, Chairman and CEO, Berkshire Hathaway: "Student Q&A" (outside of class, at Berkshire Hathaway).

Alice Schroeder, Author: "Style Drift at Berkshire Hathaway."

Spring 2008-Winter 2009

Louis A. Simpson, NU '58, President and CEO, Capital Operations, GEICO Corporation: "Random Thoughts about Investing."

Michael Sacks '88, CEO, Grosvenor Capital Management: "Alternative Investments in Marketable Securities."

Stacey Riddell '89: President, PEAK 6 Asset Management; Stanley M. Bergman, Chairman and Chief Executive Officer, Henry Schein, Inc.; and Steven Paladino, Executive Vice President, Chief Financial Officer, Henry Schein, Inc: "Analyzing a Public Company/Stock from A-Z."

John Capelli, Managing Director Investments, Northwestern University: “Understanding Client Objectives — Endowment Portfolios.”

Philip Furse '00, Portfolio Manager, Alydar Capital: “Valuation.”

Sam Zell, Chairman, Equity Group Investments, LLC: “The State of Financial Markets.”

Brian Posner (NU '83), Founder and President, Point Rider Group and Jeffrey Ubben '87, Managing Director, ValueAct Capital: “Investing in Times of Crisis.” (Outside of class.)

Jack Treynor, President, Treynor Capital Management: "The Power to Spend."

Steven Milunovich '83, Partner, Brunswick Group, LLP: “Secrets of a Wall Street Analyst.”

Malcolm Jones ’82, Principal, Trinity Partners and Sperry Capital; Mark Fuller ’83, Principal, William Blair; Jane Marcus ’87, Partner-in-Charge, Asset Management Practice, Heidrick and Struggles; James McDonald, Director, Equity Research, Northern Trust Global Investments; Paula Pretlow ’78, Senior Vice President, Capital Guardian Trust.; “Career Management Starts Day One.” (Outside of class.)

Stacey Riddell '89; Jamie Parisi, CFO, CME Group; John Pietrowicz, Managing Director, Corporate Finance & Treasury, CME Group; and John Peschier, Managing Director, Investor Relations, CME Group: “Analyzing a Public Company/Stock from A-Z: The CME Group.”

Jerome Kenney '67, Vice Chairman and Member, Executive Client Coverage Group, Merrill Lynch: “The Strategic Landscape of the Asset Management Industry.”

Spring 2007 to Winter 2008

Robin Yoshimura '94, Sr. VP, Lehman Brothers: “Understanding Client Objectives — Taxable Investors.”

James Ware, Founder, and Jamie Ziegler, Principal, Focus Consulting Group, Inc: “High-Performing Investment Teams.”

Joel Tillinghast '83, Portfolio Manager, Fidelity Low Priced Stock Fund, Fidelity Mgmt & Research Company: “Analyzing Low Priced Stocks.”

Donald Paiva '93, Investment Strategist, Chevron Corporation: “Understanding Client Objectives - Pension Funds.”

Avi Nash '81, Founder, Avi Nash, LLC.: “Topics in Security Analysis - Issues in Valuing Cyclical Firms.”

Stacey Riddell '89; David Demshur, Chairman, CEO, and President, Core Laboratories; Richard Bergmark, Executive Vice President, Core Laboratories: “Analyzing a Public Company/Stock from A-Z: Core Laboratories.”

Bhaskaran Swaminathan, Director of Research, LSV Asset Management: “Implementing Quantitative Strategies.”

Bettina Whyte '75, Chair of Advisory Board, Bridge Associates, LLC: "Opportunities in Distressed Investing" (outside of class).

Jeffrey Ubben '87, Managing Director, ValueAct Capital: “Creating Alpha through Active Investing.”

David Kabiller '87, Founding Principal and Head of Business Development, AQR Capital Management: “The Evolution of the Hedge Fund Industry.”

William McLean, VP and Chief Investment Officer, Northwestern University: “Understanding Client Objectives — Endowment Portfolios.”

News and Events

Asset Management Practicum past guest speakers, Sue Manske and Shawn Wischmeier, '02, named to Chief Investment Officer Magazine's List of "Top 20 Endowment and Foundation CIOs."
Asset Management Practicum past guest speaker, Amy Diamond named to Institutional Investor's List of "Most Wanted Allocators."

Asset Management Practicum guest speaker, Shawn Wischmeier ('02) named to Chief Investment Officer Magazine's 2018 Power 100 list.
Kellogg hosts Impact and Sustainable Finance Faculty Consortium.
Practicum alumnus, Chris Winiarz '11, named a rising star in the hedge fund world by Institutional Investor.
Practicum faculty member, Linda Vincent, featured in Kellogg student blog in Poets & Quants
A Conversation with Kellogg Asset Management Practicum Advisory Council member, Lou Simpson
A Kellogg Student’s Five Lessons Learned from Warren Buffett
Kellogg Asset Management Practicum students travel to Berkshire Hathaway and subsidiaries to meet Warren Buffett.
Kellogg Practicum team wins Judges' Choice of Best Bond Pitch at the 2017 UCLA Credit Pitch Competition.
Practicum student, Angela Schafer, awarded SIOR scholarship.
Two Practicum Students on winning team in Kellogg’s Real Estate Venture Competition
Practicum team takes third place at the 2016 UNC Alpha Challenge
Getting business advice from Warren Buffett
Asset Management Practicum guest speaker, Shawn Wischmeier ('02) wins 2015 Investment Management Award from Institutional Investor
Practicum Team takes 1st Place at the 2015 Ben Graham Centre for Value Investing Stock Picking Competition
Mellody Hobson, President of Ariel Investments on "World-class" leadership.
Asset Management Practicum Advisory Board member, Jeffrey Ubben ('87), Winning the long race through activist investing
Asset Management Practicum Advisory Board member, Jeffrey Ubben ('87), Among the 50 Most Influential Investors
Asset Management Practicum guest speaker, Shawn Wischmeier ('02) wins Chief Investment Officer magazine's Industry Innovation Award
Asset Management Practicum Student wins first prize in the Origami Idea Challenge
Alumni amp up NYC pitch trek
Professor Jagannathan is the winner of the 2013 Graham & Dodd, Murray, Greenwald Prize for Value Investing
Finance Department Seminars
Asset Management Practicum Students travel to the investment epicenter
Asset Management Practicum Students spend a day in Omaha with billionaire investor Warren Buffett
Nobel Prize-winning economist Myron Scholes visits with Asset Management Practicum students
Business basics with Buffett
Beating the odds - Practicum advisory board member Scott Fearon ('83)
Taking stock in the real world
Practice meets theory in Kellogg asset management class
Alumni experts say investment industry ‘sowed seeds of its own destruction’
Decade’s best stock picker visits Asset Management Practicum
Kellogg students beat the market with stock pitch wins - First place at UNC and second place at Cornell, Fall 2007
"Black Monday" Remembered 20 Years Later
Asset Management Practicum Crown Fund History
Kellogg students take second place at Cornell Stock Pitch competition, Fall 2006
Kellogg Students take First Place at MBA Stock Pitch Competition, 2005
Kellogg students take first place at Cornell Stock Pitch competition, Spring 2004