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 2007 calendar year include:

* Only includes investment and investment-related firms.

# Firm * Individual (s) Title (s)
1 Adage Capital Phill Gross Managing Director
2 Advantus Capital Management Joseph Betlej Vice President, Portfolio Manager
3 Alliance Bernstein Lipkee Lu Portfolio Manager
4 American Chamber of Commerce - Chile Tara Hayes Research Manager
Carola Puga Business Manager
5 Associated Wealth Management Mark Hilgendorf Senior Vice President, Investment Officer
6 Bear Stearns Lori Nahal Recruiting Manager, International Equities
Panel of Analysts
7 Berbee Information Networks Paul Shain CEO
8 Berkshire Hathaway (Shareholder Meeting) Warren Buffett CEO
9 Bessemer Trust Greg Lester Director of Research
10 Bristol Group Jim Curtis Principal
11 Camden Partners David Warnock Director
12 Celfin Capital Adrian Neuhauser Director of M&A
13 CFA Institute Jeffrey Diermeier CEO
Kurt Schacht Managing Director, CFA Centre for Financial Market Integrity
14 The Central Bank of Chile Pablo Pincheira Senior Economist
15 Chile Foreign Investment Committee Carlos Mena Executive Vice President
16 Citigroup Joel Levy Managing Director, head of Equity Research Oversight Committee
Tobias Levkovich Managing Director, Chief US Equity Strategist
Terry Benzschawel Director of Quantitative Credit Modeling and Analytics
Naomi Finkelstein Graduate Recruiting Recruiter, Global Capital Markets
Betsi Hill Managing Director
Susan Chapman Global Head of Operations, Realty Services
17 CNBC Charles Gasparino On-Air Editor
18 Credit Suisse Graham Melanson Associate, Credit Analyst
Adam Leight Managing Director
19 David Shulman, LLC. David Shulman Managing Member
20 DeSari Capital Scott Roberts President
21 E.J. Plesko and Associates Inc. E.J. Plesko President
22 Eminence Capital Ricky Sandler Managing Member
23 Endeavor Greg Barton CEO, Business News Americas
Anette Krohn Operations Manager
24 FactSet Research Systems Daniel Poll Consultant, Midwest Investment Management
Trainers
25 Fidelity Steve Peterson Senior Vice President
26 Fortress Investment Group Scott Lawin Chief Financial Officer
27 GEM Realty Capital, Inc. Seth Singerman Principal
28 Godfrey & Kahn  Pamela Krill Shareholder, Attorney (Securities Industry)
29 Goldman Sachs David Tenney Co-Head of Americas Investment Research
Jaime Sebel Recruiter
30 Harris Associates Bill Nygren Partner, Portfolio Manager
31 Heartland Advisors Adam Peck Portfolio Manager
32 Heitman Tim Pire Managing Director, Portfolio Manager
33 Investment Management Associates Vitaliy Katsenelson Vice President
34 JP Morgan Helge Skibeli Managing Director, Director of Research
35 Jeffries & Company George Notter Managing Director
36 Lehman Brothers Brad Tank Managing Director, Head of Fixed-Income Asset Mgt, Co-Head Global Institutional Asset Mgt
37 M&I Bank Alan Creech Portfolio Manager
38 Madison Investment Advisors Jay Sekelsky Managing Director, Senior Portfolio Manager
David DeVito Head of Trading
Steve Share Vice President
39 Maverick Capital Bryant Gullette Director of Research
40 Mellon 1st Business Bank Dave Vetta CEO
41 Members Capital Advisors Scott Opsal Vice President, Portfolio Manager
Jeremy Whitish Fixed Income Analyst
42 Merrill Lynch Amanda Bryant Vice President, Research Analyst
Steve Haggerty Director of Research
Elyse Heiman HR Global Market Campus Recruiting
David Toti Analyst
43 Miller Tabak Charles Lombardo Managing Director, Equity Research Sales
Kevin O'Brien Equity Research Sales
Jeff Miller Co-Chief Executive Officer
Equity and Algorithm Trading Desks Trader
Kevin Simpson Energy Strategist
44 Moneda Asset Management Sergio Undurraga President
Axel Christensen Partner, Director of Institutional Clients
45 Morgan Stanley George Croal Financial Consultant
Richard Thompson Financial Advisor
46 Morningstar Art Lutschaunig Chief Investment Officer
47 Motley Fool Tom Gardner CEO
48 Nakoma Capital Management  Dan Pickett Principal, Chief Investment Officer
Irwin Smith Principal
Greg Schroeder Senior Analyst
49 Neuberger Berman  John Zielinski Managing Director, Vice President, Portfolio Manager
50 New Amsterdam Partners Michelle Clayman Managing Partner, Chief Investment Officer
Henry Bertram Head of HR / Admin
David Lubell Partner, Head of Marketing
51 New York Stock Exchange (tour of floor) Various traders Traders
52 Northern Capital Management Steve Hawk Chairman, Chief Executive Officer
Brian Hellmer Director of Research
Dan Murphy President, Chief Investment Officer
53 Northwestern Mutual Craig Cuzmanko Director-Real Estate Equities
Jill Grueninger Managing Director, Portfolio Manager
54 PartnerRE Patrick Thiele President, Chief Executive Officer
55 Perry Capital Paul Leff Senior Managing Director
56 Phoenix Investment Adviser Jeff Peskind Managing Director
57 Principal Real Estate Investors Kelly Rush Managing Director, Portfolio Manager
58 Providence Equity Partners Julie Richardson Managing Director, Oversees NY Team
59 Quintessence Biosciences Ralph Kauten CEO
60 RW Baird Frank Gambino Senior Vice President, Portfolio Manager
61 Security Capital Research & Mgt. Inc. Ken Statz Managing Director, Senior Market Strategist
62 State of Wisconsin Investment Board David Villa Chief Investment Officer
Randall Eggert Assistant Portfolio Manager
63 T. Rowe Price John Wakeman Vice President, Portfolio Manager
64 The Capital Group Cos. Tara Torrens Investment Analyst
65 Thrivent Financial for Lutherans Reg Pfeifer Head of Mortgages and Real Estate, Portfolio Manager
66 UBS Global Asset Management Tom Cole Managing Director, Director of Research
Danny Nicholas Director, Institutional Equity Sales
Paul Graham Managing Director, Portfolio Manager
67 University of Wisconsin Foundation David Erickson Senior Director of Investments
68 University of Wisconsin System Doug Hoerr Treasury Mgr, Assistant Trust Officer
Tom Reinders Investment Analyst
69 US Embassy in Chile Wendy Barton Assistant Cultural Affairs Officer
Americo Tadeu Commercial Counselor
70 Victory Capital Management Rich Turgeon Senior Managing Director, Director of Research
David Kolpak Managing Director, Research Analyst
Jeff Graff Managing Director, Portfolio Manager
71 Wachovia Securities Glenn Schultz Managing Director
72 Water Island Capital Matthew Hemberger Chief Compliance Officer
73 William T. Lorenz and Co. Bill Lorenz
74 The Yield Book Trainers
75 Zahler & Company Roberto Zahler President
76 Z.I. Investments, LLC Ray Zemon Managing Member