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Speakers & Events

Future Guests (tentative):

TBA

Past Guests:

Spring 2014 to Present

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."

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: "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, 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 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
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
"Black Monday" Remembered 20 Years Later
Kellogg students take second place at Cornell Stock Pitch competition
Kellogg Students take First Place at MBA Stock Pitch Competition
Kellogg students take first place at Cornell Stock Pitch competition

 
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