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Investment Speakers
The student investment program provides ample opportunities for students to converse with investment professionals inside and outside of the classroom. We are very grateful to the many business professionals who have taken time to share their experiences and provide guidance to the students.
Networking and learning opportunities include information sessions, class speakers, dinners, training sessions, mock interviews, client meetings, trips, and other activities.
Investment and investment-related firms that contributed (some contributed multiple times) to the ASAP experience during the 2008 calendar year include:
* Only includes investment and investment-related firms.
| # | Firm | Individual | Title(s) |
| 1 | Adage Capital | Phill Gross | Managing Director |
| 2 | AG Asset Mgt | Beth Dater | CIO |
| Dana Troxell | CEO | ||
| 3 | Argyle Inv. LLC | Rich Gula | Owner |
| 4 | Avatar-Associates | Ted Thoedore | Founder |
| 5 | Barclays | Tom Leonard | Managing Director |
| Jennifer Woo | Analyst | ||
| 6 | Batterymarch | Tim Linkas | CIO |
| 7 | Boston Private Bank & Trust Co. | Jay Wailes | Senior VP |
| 8 | Cadence Capital | Mike Skillman | CEO |
| Bill Bannick | CIO | ||
| Bob Fitzpatrick | Portfolio Manager | ||
| Paul Stringer | Senior Analyst | ||
| 9 | CastleArk | Jerry Castellini | President |
| 10 | CFA Institute | Jeff Diermeier | CEO |
| 11 | Chesapeake Asset Management | Sherrill Blalock | Managing Member |
| 12 | Chicago Asset Management | Scott Sindelar | Senior Managing Director |
| Peter Thompson | President and CEO | ||
| 13 | Chieftan | Glenn H. Greenberg | Founder |
| 14 | Citigroup | Betsi Hill | Managing Director |
| Tobias Levkovich | Strategist | ||
| Joel Levy | Head of Equity Research Oversight Committee | ||
| Matt Carpenter | Managing Director Equity Strategies | ||
| 15 | Clough Capital Partners LP | Chuck Clough | Founder |
| 16 | CNBC | Jeff Macke | Co-Host |
| 17 | Columbia Wanger | Chuck McQuaid | CIO |
| 18 | Credit Suisse | Greyson Colvin | Analyst |
| Adrienne Young | Portfolio Manager | ||
| 19 | CreditSights | Glenn Reynolds | CEO |
| 20 | Crews & Associates | Steve Pully | Head of Corporate Development |
| 21 | DnB Nor Asset Mgmt | Bard Johannessen | CEO, Head of US Equities |
| 22 | Eminence Capital | Ricky Sandler | Owner |
| 23 | Fidelity | Gordon Scott | Analyst |
| Steve Petersen | Portfolio Manager | ||
| 24 | Franklin Templeton Investments | Steve Moeller | Senior Vice President |
| 25 | Frontier Capital | Tom Duncan | Chairman, Small Growth Portfolio Manager |
| 26 | GE Asset Management | Ralph Layman | President, CIO - International Equities |
| 27 | General Motors Asset Management | Kam Chang | Portfolio Manager |
| Ed Sullivan | Director of Research | ||
| 28 | Goldman Sachs | Anthony Carpet | Co-Director of US Research |
| 29 | Harris Associates | Bill Nygren | Portfolio Manager |
| 30 | Heartland Advisors | Adam Peck | Portfolio Manager |
| 31 | Heitman | Morie Tognarelli | President |
| Tim Pire | Managing Director | ||
| 32 | Highfields Capital | John Jacobson | Managing Director |
| 33 | ISI Group | Francois Trahan | Strategist, Head of Quantitative Research |
| 34 | Jefferies | George Notter | Managing Director |
| 35 | Lehman Brothers | Tom Sontag | Managing Director |
| 36 | Leuthold Group | Douglas Ramsey | Strategist, Director of Research |
| 37 | Lodestar Investment Counsel | Bob Dearborn | Partner |
| 38 | Lotsoff Capital Management | Stephen Bossu | Senior Managing Partner |
| Don Reid | Managing Director of Equity Division | ||
| 39 | Madison Investment Advisors | Drew Justman | Equity Analyst |
| 40 | Members Capital Advisors | Jeremy Whitish | Fixed Income Analyst |
| Scott Opsal | Vice President, Portfolio Manager | ||
| 41 | Merrill Lynch | Michael Dowdell | Fixed Income Trader |
| Manoj Kulkarni | High Yield Analyst | ||
| 42 | Miller Tabak | Charles Lombardo | Managing Director |
| Kevin O'Brien | Equity Research Salesperson | ||
| 43 | Morningstar | Damien Conover | Senior Stock Analyst |
| Pat Dorsey | Director of Stock Research | ||
| 44 | Munder | Thomas Kenny | Senior Portfolio Manager |
| 45 | Nakoma Capital Management | Greg Schroeder | Senior Analyst |
| 46 | Neuberger Berman | Tom Sontag | Managing Director, Vice President |
| 47 | New Amsterdam Partners | Michelle Clayman | Founder, CEO |
| 48 | Northern Capital Management | Brian Hellmer | Director of Research |
| Steve Hawk | Chairman and CEO | ||
| 49 | Northern Trust | Joe Wolfe | Quantitative Research |
| Mark Gossett | COO | ||
| 50 | Nuland & Arshad | Jamie Nuland | Principal |
| 51 | Numeric Investors | Shanta Puchtler | Director of Research |
| Langdon B. Wheeler | President | ||
| 52 | Perry Capital | Paul Leff | Partner, Senior Managing Director |
| 53 | Phoenix Investment Adviser | Jeff Peskind | Managing Director |
| 54 | Premier Asset Management LLC | Joseph Seminetta | CEO |
| 55 | Principal Financial Global Investors | Keith Bokota | Analyst |
| 56 | Pzena Investment Management | Tony Despirito | Co-Portfolio Manager Large Cap, PM Small Cap |
| 57 | Robert W. Baird & Co. | Chuck Severson | Senior Vice President, Senior Portfolio Manager |
| 58 | SAC | Bill Wappler | Associate Director of Research |
| 59 | Sirios LP | Tony Piterno | Energy Portfolio Manager |
| 60 | Spot Trading | Scott Schwanke | Director of Research |
| Paulina Fin Caprio | Director of Research | ||
| 61 | Stark Investments | Ryan Downs | Portfolio Manager |
| Dan Braun | Director of Global Environmental Finance | ||
| 62 | State of Wisconsin Investment Board | David Villa | CIO |
| 63 | The Capital Group | Tara Torrens | Vice President |
| 64 | Trinity Advisory Group, LP | Dan Meader | Founder, Managing Partner |
| 65 | UBS Global Asset Management | Tom Cole | Managing Director, Director of Research |
| Tom Madsen | Global Head of Equities | ||
| 66 | United Church of Christ Pension Board | Catherine Waterworth | Investment Officer |
| Michael Downs | President, CEO | ||
| 67 | University of Chicago Endowment | Peter Stein | Vice President |
| 68 | UW Foundation | David Erickson | Senior Director of Investments |
| 69 | Victory Capital Management | Michael Koskuba | Managing Director |
| 70 | Voyageur | Michael Spencer | CIO |
| 71 | Wellington | Renee Anderson | Institutional Product Salesperson |
| Karl Bandtel | Partner | ||
| Matthew Shumway | High Yield Analyst | ||
| 72 | Westfield Capital | Will Muggia | President, CIO |
| 73 | Whale Rock | Michael Gatzlaff | Analyst |
| 74 | Z.I. Investments | Ray Zemon | Managing Member |