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.

2014-2015 Schedule

All presentations are held from 2:00 - 4:00 pm in Hough 150, unless otherwise noted.

Fall

Spring

  • January 9, 2015
  • January 16, 2015
  • January 23, 2015
  • January 30, 2015
  • February 6, 2015
  • February 13, 2015
  • February 20, 2015
  • March 13, 2015
  • March 20, 2015
  • April 10, 2015
  • April 17, 2015
  • April 24, 2015

    Tentative panel discussion

Past Speaker Series

2013-2014

  • August 30, 2013

    “The Evolution of Institutional Investing”

    Mark Baumgartner, Ph.D., CFA
    The Ford Foundation

  • September 6, 2013

    “Job Functions, Necessary Skills and Determining Suitability in Regard to Working in the Areas of Commercial Real Estate, Hospitality Finance, & Investment Banking (particularly Sales and Trading)”

    Sarah Gursky
    Wells Fargo Securities

    Michael Peerson
    Wells Fargo Securities

  • September 20, 2013

    “Private Equity”

    Robert J Cousin
    JPMorgan

  • October 4, 2013

    “In All Kinds of Weather - Braving the Volatile Post-Crisis Financial Markets, Your Career, and the Gators”

    Scott J. Friedman, CFA, FRM
    Soroban Capital Partners LLC

  • October 25, 2013

    “Corporate Banking in Florida”

    Ellyn Stern-Rivkees
    J.P. Morgan

  • November 1, 2013

    “Private Equity: Participants, Trends and Career Advice”

    Michael Contreras
    GoldPoint Partners LLC

  • November 15, 2013

    “The Anatomy of a Turnaround: An Operator’s and an Investor’s Perspective”

    Mauricio Sanchez
    Biscayne Partners LLC

  • November 22, 2013

    “Consulting for Distressed and Underperforming Firms”

    Jose Fornell
    Alvarez & Marsal

  • December 6, 2013

    “US Healthcare System - A Changing Landscape: A snap shot of the US Healthcare Provider System and the Operational and Financial dynamics in-play”

    Hunter Beebe
    HRE Capital

  • February 7, 2014

    “Real Estate Capital Markets” - Slides

    Lisa Ramey, Matt Stein and Orlando Gutierrez
    Raymond James & Associates

  • February 14, 2014

    “Beating the Odds as a Wall Street Startup” - Video

    William Pollert
    Caplease

  • April 4, 2014

    Invitation only for MSF juniors and seniors

    Rajesh Paryani

  • April 25, 2014

    9:00 AM – noon, 150 Hough Hall

    Roundtable discussion sponsored by BB&T Foundations of Free Enterprise: Capitalism and Capital Markets.

    Case Study: Public Employee Retirement - a State of Mind or an Obligation of the State? A Tale of Broken Promises, Funding Shortfalls and Long-term Insolvency. - Video

    • Moderator: David T. Brown, Ph.D., University of Florida, BB&T Professor of Free Enterprise, Director of the Hough Graduate Program in Finance.
    • Panelist: Marjorie (“Marj”) Heller Adler, AB Bryn Mawr College & MA University of Pennsylvania. Former chief human resources officer for city of Coral Gables; Miami-Dade County and Philadelphia Public Schools; Deputy Mayor Operations for Philadelphia and human resources officer for several operating divisions of Sunoco.
    • Panelist: Jeremy Gold, Ph.D. University of Pennsylvania. President of Jeremy Gold Pensions. Former head of Morgan Stanley Pensions; consulting actuary for Buck Consultants; actuarial consulting and systems development with pension consulting firms and insurance companies.
    • Panelist: Joshua D. (“Josh”) Rauh, B.A. Yale University & Ph.D. Massachusetts Institute of Technology. Professor of Finance, Stanford Graduate School of Business. Former Associate Professor of Finance at Kellogg School of Management, Northwestern University, & University of Chicago Booth School of Business.

2012-2013

2011-2012

2010-2011

  • August 27, 2010

    “Agency Collateralized Mortgage Obligations”

    Kevin Fredericks
    Stephens Inc.

  • September 3, 2010

    “Fundamentals of the Municipal Industry” - Slides

    Gary Garay and Nathaniel Johnson
    J.P. Morgan

  • September 10, 2010

    “Renewable Energy Project Development” - Video

    Melissa Houskamp
    MAS Energy

  • September 17, 2010

    Video

    Yaron Naymark and Matthew Bates
    H.I.G. Capital

  • September 24, 2010

    “Currency Option Hedging Strategies” - Video

    Joel Cahill
    Bank of America Merrill Lynch

  • October 1, 2010

    “The Mortgage Crisis and the Role of Financial Engineering: Confessions of a Financial Engineer Wannabe” - Slides

    Adolfo Marzol

  • October 8, 2010

    Andrew Banks

  • November 12, 2010

    “Investment Banking: M&A, Capital Markets, and Corporate Finance”

    Joe Todd
    Goldman Sachs

  • November 19, 2010

    “Valuing a Banker From an Entrepreneur's Perspective”

    Steve Haley and Philip Huber
    Celsius, Inc.

  • December 3, 2010

    “Real Estate Market Update (Single-Tenant Net Lease Focus)”

    Jeff Berryhill, CFA
    SunTrust Robinson Humphrey

  • January 14, 2011

    “Good (and Some not so Good) Decisions: Lessons from a Florida Banker” - Video

    Steve Raney
    Raymond James

  • January 28, 2011

    “Overview of J.P. Morgan Private Equity Group and Recent Private Equity Market Conditions”

    Robert J Cousin
    JPMorgan

  • February 11, 2011

    “Lessons learned from 2008”

    Laurence R. Smith
    Third Wave Global Investors, LLC

  • February 18, 2011

    Carl S. Lane
    AlixPartners LLP

  • March 25, 2011

    Ramu Thiagarajan, PhD

  • April 15, 2011

    “Economic Recovery: the Good, the Bad, the Ugly, and the New Realities”

    William Pollert
    Caplease

  • April 22, 2011

    “Case Study: Bear, Stearns' Failure Laid Bare”
    This special event is sponsored by BB&T Foundations of Free Enterprise: Capitalism and Capital Markets.

    Panelists at this event will include:

    The case study will examine financial, sociological, regulatory and political events that led to the sudden and rapid demise of Bear, Stearns & Co., Inc. in March 2008. Questions to be addressed include:

    • Did the demise of Bear Stearns offer fair warning of the cataclysmic events that set off the Panic of September 2008?
    • What executive leadership and corporate governance failures stand out?
    • Would the Dodd-Frank Act ("D-F") have altered the course of events post-collapse of Bear, Stearns had this legislation been in force in 2008?

2009-2010

2008-2009

2007-2008

  • August 31, 2007

    “Recent Trends in the M&A and Private Equity Markets” - Slides

    Charles Uhrig
    Raymond James Financial, Inc.

  • September 7, 2007

    “Overview of Valuation Consulting and Emerging Issues and Trends in the Industry” - Slides

    Jack Clemens
    Duff & Phelps

  • September 14, 2007

    “Breaking the Wall Street Barrier: Understanding the buy-side and sell-side and how to get in”

    Adam Goldstein with Scott Friedman - Bios

  • September 21, 2007

    “A Brief Overview of Public Finance Investment Banking” - Slides

    David Sutton and Danyal Sattar
    Raymond James Financial, Inc.

  • September 28, 2007

    “Evolution in the Cash and Derivatives Markets” - Slides  |  Video

    Liam O'Neil and Huey Richardson
    Merrill Lynch Financial Products Group

  • October 26, 2007

    “EBS Value Investment Philosophy” - Slides

    Bernard Holtgreive and Aaron Hillman - Bios
    EBS Asset Management

  • November 9, 2007

    “Groupthink or Better Thinking? - The Star Versus Team Approach to Equity Investment Management” - Slides

    Richard England
    Atlanta Capital

  • November 16, 2007

    “Distressed Debt Trading” - Slides

    John Abate
    JPMorgan

  • November 30, 2007

    “An Insider's Guide to the Asset Management Industry” - Slides

    James Thames
    Arrow Street Capital

  • January 11, 2008

    “Private to Public...The IPO Process” - Slides

    Jeff Jackson and B. Wayne Varnadore
    PGT Industries

  • February 1, 2008

    “Investors Strike Shuts Down Credit Markets” - Slides 1  |  Slides 2

    Bill Pollert
    Caplease

  • February 22, 2008

    “Evolution of the Hedge Fund” - Slides

    Eric McKenna
    Gables Capital

  • February 29, 2008

    This event is in conjunction with the MSF Capitalism and Regulations course and is by invitation only due to seating restrictions.

    Mark Carey
    Federal Reserve

    Randy Robertson
    Wachovia

  • March 28, 2008

    “Thoughts from a Hedge Fund Manager”- Slides  |  Video

    Thad McNulty
    Trinity Capital of Jacksonville Inc.

  • April 11, 2008

    “Financial Analysis Behind the Magic at Walt Disney World Resort” - Slides

    Stephanie Janik Vice President
    Operations Finance, Walt Disney World Resort

    Kevin Lansberry Vice President
    Downtown Disney Operations, Walt Disney World Resort

  • April 18, 2008

    “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.

    Norm Pearlstine, former editor and chief of Time Inc
    John Carroll, former editor of the Los Angles Times and Baltimore Sun

2006-2007

2005-2006

2004-2005

2003-2004

2001-2003

  • Alex Abreu
    Managing Director, Corporate and Investment Banking, Banc of America Securities
  • Lydia Brown-Kiser
    Vice President, Douglas Sealy, Managing Director, Prager McCarthy and Sealy LLC
  • Brian Beach
    Principal, SI Ventures
  • Thomas J Carlson
    Financial Analyst, William R. Hough and Co.
  • Matt Clink
    Investment Consultant, Hewitt Investment Group
  • Craig Cohen
    Managing Partner, Proprietary Capital LLC
  • Russ Fogler
    Principal, Fogler Research and Management
  • W. Robb Hough
    Chairman and President, William R. Hough & Co
  • Mike Smith
    Director of Investment Research, Hewitt Investment Group
  • Henry Mehlman
    Vice President and Portfolio Manager, John Hancock Funds
  • Tony Kao
    Managing Director, General Motors Investment Management
  • Joseph Williams
    Managing Partner, Professor’s Capital
  • Jeff Kane
    Managing Director and Head of Global High Grade Syndicate, Banc of America Securities L.L.C.
  • Alan Norton
    Vice President, Portfolio Manager and Team Leader, John Hancock Funds
  • Earl Powell
    Chairman and CEO, Trivest Inc.
  • Charles E. Ryan
    CFA and First Vice President, William R. Hough and Co.
  • Van Sayler
    Senior Vice President, Fixed Income, Raymond James and Associates
  • Kevin SigRist
    Chief of the Office of Defined Contribution Programs, Florida State Board of Administration
  • David Smith
    Managing Director and Head of Consumer Group, Raymond James and Associates
  • Frank Trainer
    Chief Investment Officer of Fixed Income, Sanford Bernstien
  • Mark McDonnell
    Managing Director, Corporate and Investment Banking, Banc of America Securities
  • Subu Venkataraman
    Vice President, Morgan Stanley Dean Witter

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College Info

Warrington College of Business Administration
100 BRY
PO Box 117150
Gainesville, FL 32611-7150
Phone: 352.392.2397
Fax: 352.392.2086

for Alumni & Friends

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