Past Finance Professional Speakers

View the full lists of past presenters, their information biographies, videos and more.

2012-2013 Speaker Series

2011-2012 Speaker Series

  • September 2, 2011

    Dan Susik
    “Overview of Corporate Bond Issuance”
    Ryder
    Bio

  • September 8, 2011

    6 PM, Location TBA
    Bob Graham, Former Senator and Florida Governor, Member of the Financial Crisis Inquiry Commission
    Phil Angelides, Chairman of the Financial Crisis Inquiry Commission

  • September 9, 2011

    Robert Klein
    “Real Estate Investment Banking: Real Estate Trends, Live and Completed Deals, and How it all Fits Into Investment Banking”
    Evercore Partners
    Video

  • September 16, 2011

    Mitchell Williams
    “Value Investing at OppenheimerFunds”
    Oppenheimer Funds

  • September 23, 2011

    Michael Bloomquist
    “ABS”
    Deutsche Bank Securities

  • September 30, 2011

    Peter Ristine
    “U.S. Interest Rate Products and Interest Rate Derivatives”
    Societe Generale
    Bio

  • October 7, 2011

    Gregory Ramsby
    “Income Investing: Equities NOT Bonds. The Merits of Dividend Paying Stocks”
    DePrince, Race & Zolo
    Bio  |  Video

  • October 28, 2011 - POSTPONED

    Ken Novak
    “Fixed Income Sales and Trading”
    Bio

  • November 18, 2011

    Aaron Brask
    “Value Investing and Trusts”
    Aaron Brask Capital
    Bio  |  Video

  • December 2, 2011

    James (Jet) Theriac

  • January 13, 2012

    Rakesh Dahiya
    “Endowment Investment Management”
    University of Florida Investment Corporation
    Bio  |  Slides

  • February 3, 2012

    Brian Alexander
    “Myths & Realities of Equity Research”
    Raymond James
    Bio  |  Video

  • February 17, 2012

    Vishnu Lekraj
    “Key Aspects to Equity Research and Morningstar’s Equity Research Methodology”
    Morningstar Inc.
    Bio  |  Video

  • March 30, 2012

    Jennifer Adkins
    “Considerations While Negotiating a Credit Facility”
    Chico’s F.A.S. Inc.
    Bio

  • April 12, 2012

    4 PM, 150 Hough Hall Charles P. Toppino
    Oak Pass Capital Management
    Bio

  • April 20, 2012

    Krishna Memani
    “Q2 2012 Economic Update”
    Oppenheimer Funds
    Bio

  • April 27, 2012

    8:30 – 11:30 AM
    “What Role Should Wall Street Occupy in Society?”
    This is a special case study event, sponsored by BB&T Foundations of Free Enterprise: Capitalism and Capital Markets. This event will be in a different location than the usual speaker series, 340 Hough Hall.

    Panelists:
    Barry S. Friedberg | Bio
    Robert Treuhold
    Kenneth Tuchman | Bio
    Brad Keoun, moderator

2010-2011 Speaker Series

  • August 27, 2010

    Kevin Fredericks
    Stephens Inc.
    "Agency Collateralized Mortgage Obligations"
    Bio

  • September 3, 2010

    Gary Garay and Nathaniel Johnson
    J.P. Morgan
    "Fundamentals of the Municipal Industry"
    Garay Bio  |  Johnson Bio  |  Slides

  • September 10, 2010

    Melissa Houskamp
    MAS Energy
    "Renewable Energy Project Development"
    Video

  • September 17, 2010

    Yaron Naymark and Matthew Bates
    H.I.G. Capital
    Naymark Bio  |  Bates Bio  |  Video

  • September 24, 2010

    Joel Cahill
    Bank of America Merrill Lynch
    "Currency Option Hedging Strategies"
    Bio  |  Video

  • October 1, 2010

    Adolfo Marzol
    "The Mortgage Crisis and the Role of Financial Engineering: Confessions of a Financial Engineer Wannabe"
    Bio  |  Slides

  • October 8, 2010

    Andrew Banks
    Bio

  • November 12, 2010

    Joe Todd
    Goldman Sachs
    "Investment Banking: M&A, Capital Markets, and Corporate Finance"
    Bio

  • November 19, 2010

    Steve Haley and Philip Huber
    Celsius, Inc.
    "Valuing a Banker From an Entrepreneur's Perspective"
    Haley Bio  |  Huber Bio

  • December 3, 2010

    Jeff Berryhill, CFA
    SunTrust Robinson Humphrey
    "Real Estate Market Update (Single-Tenant Net Lease Focus)"
    Bio

  • January 14, 2011

    Steve Raney
    Raymond James
    "Good (and Some not so Good) Decisions: Lessons from a Florida Banker"
    Bio  |  Video

  • January 28, 2011

    Robert J Cousin
    JPMorgan
    "Overview of J.P. Morgan Private Equity Group and Recent Private Equity Market Conditions"
    Bio

  • February 11, 2011

    Laurence R. Smith
    Third Wave Global Investors, LLC
    "Lessons learned from 2008"
    Bio

  • February 18, 2011

    Carl S. Lane
    AlixPartners LLP
    Bio

  • March 25, 2011

    Ramu Thiagarajan, PhD
    Bio

  • April 15, 2011

    William Pollert
    Caplease
    "Economic Recovery: the Good, the Bad, the Ugly, and the New Realities"
    Bio

  • April 22, 2011

    "Case Study: Bear, Stearns' Failure Laid Bare"

    This special event, sponsored by BB&T Foundations of Free Enterprise: Capitalism and Capital Markets, will be held at 9 AM and running 2 1/2 - 3 hours in 340 Hough Hall.

    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 Speaker Series

  • August 28, 2009

    Students to attend Professional Development Day presented by Graduate Business Career Services

  • September 11, 2009

    Brad Butcher and Patrick Dunnigan
    Raymond James & Associates
    "Real Estate Capital Markets History and Overview"
    Butcher Bio  |  Dunnigan Bio

  • September 18, 2009

    Ben Plotkin
    Ryan Beck & Company
    "Understanding the Inner Workings of a Broker-Dealer: The Stifel Nicolaus Case Study"
    Bio  |  Video

  • September 25, 2009

    The regular Finance Professional Speaker Series will not be held. Mr. Bruce Foerster will be on campus to speak to MSF students. Meet in Stuzin 104 at 1:30. Students in the Matt Burton, JPMorgan, group will stay in Stuzin 104 for his 2:30 session.
    Mr. Foerster on FOX Business (Sept. 14, 2009)

  • October 2, 2009

    Jonathan M. Skelly
    PCE
    "Overview of PCE Holdings LLC, and Mr. Skelly's Practice"
    Bio  |  Slides

  • October 9, 2009

    Richard Bindler
    Bernstein Global Wealth Management
    "Role of a Financial Advisor in Today's Market"
    Bio  |  Video

  • November 6, 2009

    Saul Goodman
    Evercore Partners
    Bio  |  Mr. Goodman's recommended reading list

  • November 13, 2009

    James D. Parrino, Ph.D.
    CLB Partners
    Bio

  • November 20, 2009

    Patrick O'Connor
    Raymond James Raymond James & Associates
    "Building Solutions for Wealth Management Clients: Applying Financial Concepts in the Real World"
    Bio

  • December 11, 2009

    Rebecca Patterson
    JPMorgan Chase & Co.
    Bio

  • January 8, 2010

    Troy Rillo
    Yorkville Advisors
    "Alternative investing, with an emphasis on Private Investments in Public Equity (PIPES)"
    Bio

  • February 5, 2010

    Ash Williams
    Florida State Board of Administration (SBA)
    "Introduction to the Florida State Board of Administration and Discussion of the Market Environment/Opportunities"
    Bio

  • February 12, 2010

    Glenn Vogelman
    "So you want to work on Wall Street?: A day in the life of an equity analyst"
    Bio

  • February 19, 2010

    Aaron Wessner
    Park Bridge Financial
    "The Commercial Real Estate Credit Crisis - The Great De-leveraging Hang-over"
    Bio

  • March 19, 2010

    Charles Ball
    Andlinger & Company, Inc.
    "Buying & Managing a Business: An Overview"
    Bio

  • March 26, 2010

    Craig Cohen
    Proprietary Capital
    Mr. Cohen will model one of his recent pitches.
    Bio

    Lawrence McDonald, author, "A Colossal Failure of Common Sense"

  • April 2, 2010

    Scott Friedman, TPG AXON | Bio
    "Breaking the Wall Street Barrier"

  • April 16, 2010

    William Nicholson, accompanied by Jon Chitty
    "An Opportunity Set: Resurrecting Failed Banks"
    Bio

2008-2009 Speaker Series

  • August 29, 2008

    Dan Rua
    Inflexion Partners
    "Rua's 7Ms: The VC Framework; Plus the Art, Science & Voodoo of Venture Valuation"
    Bio  |  Slides

  • September 5, 2008

    James Zilisch
    Wachovia
    "Overview of Leveraged Finance"
    Bio  |  Slides

  • September 19, 2008

    Stephany Thompson, joined by Robert Dwyer and Dominic Casanueva
    Merrill Lynch
    "Building the Perfect High Net Worth Wealth Management Business"
    Bio  |  Video

  • September 26, 2008

    Saul Goodman
    Evercore Partners
    "Wall Street - Overview of Current Environment and Job Prospects"
    Bio  |  Suggested Reading List

  • October 3, 2008

    Jeff Ellis
    Crosstree Capital
    "Case Studies in M&A and Private Capital Raising"
    Bio

  • October 10, 2008, 2-4pm

    Craig Cohen
    Proprietary Capital
    "The World of Mortgage Related Securities"
    Bio

  • October 10, 2008

    Aaron Brask
    Barclays Capital
    Invitation only, time and location TBD
    Bio  |  Related Presentation

  • October 31, 2008

    Gina Martin, CFA
    Wachovia Capital Markets, LLC
    "Economy and Financial Markets: Year Two of the Great Credit Crunch"
    Video

  • November 7, 2008

    Ricardo Rodriguez
    Southern Cross
    Bio
    Fernando Donayre
    INCA Investments
    Bio
    As part of the Latin American Business Symposium. Location will be changed.

  • November 14, 2008

    Laurence R. Smith
    Third Wave Global Investors, LLC
    Bio  |  Video

  • December 5, 2008

    Sam Darkatsh
    Raymond James
    "A Day In The Life of a Sell-Side Analyst"

  • January 9, 2009

    Greg Kennedy and Craig Klein
    Redrock Capital Management
    "Distressed Investing"
    Kennedy Bio  |  Klein Bio

  • February 6, 2009

    William Harrell, Jr.
    Capco Asset Management
    "Value Investing"
    Bio  |  Video

  • February 13, 2009

    Thomas Cardy and Phil Reagan
    Hyde Park Capital
    "If I Knew Then What I Know Now"
    Cardy Bio  |  Reagan Bio

  • February 20, 2009

    "A Day in the Life of an Institutional Equity Salesperson"
    Michael Smith
    Jefferies
    Bio
    Jamie Zingaretti
    Raymond James
    Bio

  • March 20, 2009

    Brian Gendreau
    ING Investment Management

  • April 17, 2009

    Cindy Alexander
    OEA/SEC
    presentation funded by the BB&T Endowment for the Study of Capitalism
    Ms. Alexander will discuss various issues pertaining to securities regulation including (1) registration and SOX, and (2) proxy voting.
    Bio

2007-2008 Speaker Series

  • August 31, 2007

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

  • September 7, 2007

    Jack Clemens
    Duff & Phelps
    "Overview of Valuation Consulting and Emerging Issues and Trends in the Industry"
    Resume  |  Slides

  • 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"
    Slides   

  • 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

  • October 26, 2007

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

  • November 9, 2007

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

  • November 16, 2007

    John Abate
    JPMorgan
    "Distressed Debt Trading"
    Bio  |  Slides

  • November 30, 2007

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

  • January 11, 2008

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

  • February 1, 2008

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

  • February 22, 2008

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

  • February 29, 2008

    This week's Finance Professional Speaker Series event is in conjunction with the MSF Capitalism and Regulations course and is by invitation only due to seating restrictions. 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

  • 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

  • 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
    This event was part of "Capitalism", a course taught by Adjunct Professor Bruce Foerster.

2006-2007 Speaker Series

  • September 8, 2006

    Tracey Chaffin
    Wachovia Capital Partners
    "Principal Investing – The Inner Workings of a Private Equity Firm"
    Bio  |  Slides  |  Video

  • September 15, 2006

    Michael Kelly
    AIG Global Investment Group
    "Evolution of Investment Research"
    Bio  |  Slides

  • 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 Cohen
    Proprietary Capital
    "An Introduction to the Bloomberg Terminal"
    Bio  |  Video

  • November 3, 2006

    Philip Marshall
    SunTrust Robinson Humphrey Capital Markets
    "The Increasingly Important Role of Private Equity Firms in M&A"
    Bio  |  Slides

  • November 17, 2006

    Richard Bindler
    Bernstein Global Wealth Management
    "The Wealth Management Industry"
    Bio  |  Slides  |  Video

  • December 1, 2006

    Philip Edwards
    Standard & Poor's
    "Standard & Poor's Role in the Financial Markets"
    Bio

  • December 8, 2006

    Dan Katsikas
    Bear Stearns Merchant Banking
    "Leveraged Buyouts - An Overview"
    Bio  |  Slides

  • January 19, 2007

    Melissa Guzy
    Vantage Point Venture Partners
    "Venture Capital Overview and What Makes a Start Up Attractive For Investment"
    Bio

  • January 26, 2007

    Vincent P. Polizatto
    IFC, Chief Credit Officer
    "Investing in Progress - with Experience, Innovation, and Partnership"
    Bio  |  Slides

  • February 2, 2007

    Miles Dearden
    Walter Industries, Inc.
    "Creating Value with an Acquisition: A Case Study"
    Bio  |  Slides

  • February 23, 2007

    Mauricio Sanchez
    Alvarez & Marsal, LLC
    "Corporate Restructuring in Bankruptcy"
    Bio

  • March 28, 2007

    Barclay F. Corbus
    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

  • March 30, 2007

    Jason Kliewer and Benjamin Bukhar
    Robert W. Baird & Co.
    "Cross-Border Mergers and Acquisitions"
    Kliewer Bio  |  Bukhar Bio  |  Slides

  • April 20, 2007

    Rick W. Patterson and Rob Szostak
    Citigroup Global Markets Inc.
    "Derivatives in the Public Sector: A Case Study"
    Patterson Bio  |  Szostak Bio  |  Slides

2005-2006 Speaker Series

2004-2005 Speaker Series

2003-2004 Speaker Series

2001-2003 Speaker Series

  • 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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