Funds Enterprise Events

Events posted are open to ALL STUDENTS regardless of college, program, or level unless otherwise specified. Our Funds Enterprise "Lunch & Learn" series also welcomes interested faculty and staff at the University to register and join us.

RBC Site Visit

Date: Dec 05th
Time:  0800 am-1200 pm
Location: 250 Nicollet Mall, Minneapolis, MN 55401 

About the Event: 
RBC is hosting a site visit for Funds students!. This is a great opportunity to introduce yourself, tour the office downtown, learn about the business, and network with members of various teams. We will meet with the Global Asset Management Team, the Portfolio Advisory Team, Clearing and Custody, and others. A great way to learn about other areas of the investment world other than research! Highly recommended for those interested in the Business of Asset Management course this March, as we will study a more holistic understanding of the investment industry.

 

Federated Lunch and Learn

Date: Oct 07th
Time: 1200-0100 pm
Location: Room 205, Humphrey School of Public Affairs 

About the Event: 
Join the Carlson Funds Enterprise for a Lunch & Learn with Federated Insurance, a leading provider of commercial insurance solutions. This session will give students the chance to hear directly from company representatives about Federated’s business model, industry outlook, and the diverse career opportunities available for students. Whether you’re curious about the insurance and financial services sector or exploring potential roles in finance, this event offers a valuable opportunity to learn, ask questions, and connect—all while enjoying lunch.

Allianz Site Visit

Date: Oct 17th
Time: 0800 am - 0100 pm
Location: Allianz HQ

The Carlson Funds Enterprise will be hosting a site visit to Allianz’s Minneapolis office, offering students a behind-the-scenes look at one of the world’s leading financial services companies. During the visit, participants will gain insights into Allianz’s investment strategies, corporate culture, and career opportunities, while connecting directly with professionals across the organization. This is a valuable opportunity to see how classroom learning translates into practice at a global firm right here in Minnesota.

Pitch Slam & Mentor Mixer Info Session

Date: Oct 15
Time: 0430 pm - 0600 pm
Location: Room 205, Humphrey School of Public Affairs 

Join us for the Pitch Slam & Mentor Mixer Info Session, an interactive event where Carlson Funds Enterprise students will deliver quick, informal pitches on stocks and funds to our mentors and receive real-time feedback. Designed to be both fun and educational, this session offers students a chance to sharpen their pitching skills, test investment ideas, and engage in lively discussion with experienced professionals in a relaxed setting.

STEP x Funds Enterprise Seminar: “Balancing Feelings and Action” - Finance in a Burning World

Date: Oct 21
Time: 12:00 p.m. 

Location: Josie Johnson Community Room 180, Humphrey School of Public Affairs

Join us for a seminar in collaboration with the Carlson Funds Enterprise, led by Director Susanna Gibbons, to explore climate finance and the energy transition in today’s policy landscape. This event is free and open to all.

Engaging with climate and environmental policy often brings a sense of climate grief, given the scale and urgency of the changes required. In The Existential Toolkit for Climate Justice Educators, Drs. Jennifer Atkinson and Sarah Jaquette Ray introduce the framework feel, talk, unite, act as a way to channel those emotions into purposeful engagement.

In that spirit, the Center for STEP and the Carlson Funds Enterprise invite finance and public policy students to unite for a discussion on how capital markets can contribute to the energy transition. The lecture will explore current developments in climate finance, focusing on methods for integrating cost of capital adjustments for carbon emissions and other negative externalities. By connecting financial analysis with policy design, this session aims to identify practical tools for aligning investment decisions with long-term climate goals.

Agenda

12:30pm - Welcome and Introduction of Programs, Lunch

12:45pm - Background: Discussion of pre-“assigned” readings - How to define climate finance and the role of capital markets in shaping/responding to climate legislation

Suggested readings: https://www.weforum.org/stories/2024/04/private-climate-finance-4-things-you-need-to-know/, Chapter 2 of the Toolkit (to be shared with registrants)

1:15pm - Cost of Capital Adjustments for Negative Externalities

1:45pm - Q & A and Closing

Climate Action Simulation

Friday 23rd September | 9:00 AM – 12:00 PM | Honeywell Auditorium (CSOM L-110)

The Climate Action Simulation co-hosted by Institute on the Environment and Funds Enterprise this year is a highly interactive, role-playing game for groups to explore the different stakeholders and solutions that need to come together to act on Climate Change. This year the simulation will focus on negotiating a set of policy initiatives that limit global temperature rises to 1.5 degrees

It is framed to allow participants to rapidly assess the impacts of different solutions to climate change—like energy supply subsidies, energy efficiency, or land use changes. The game is conducted as a simulated emergency climate summit organized by the United Nations to establish a concrete plan to limit global warming by bringing together government, business, and civil society representatives.

This game is a fun format for large groups to explore climate change solutions and see what it would really take to address this global challenge. The Climate Action Simulation was co-developed by Climate Interactive, the MIT Sloan Sustainability Initiative, and the UMass Lowell Climate Change Initiative

Wall Street Prep | Technical Finance Interview Prep Seminar at the University of Minnesota

October 8, 2022 | 9am-5pm

Are you interested in:

  • investment banking
  • private equity
  • portfolio management
  • business and corporate development
  • capital markets
  • equity and credit research
  • industry corporate finance careers

This intensive 1-day seminar will be led by former investment bankers with applied expertise in corporate valuation modeling methodologies and provides a great opportunity for students to prepare for technical finance interviews.

Who should attend? This seminar is for all students pursuing positions in investment banking, corporate finance, private equity, portfolio management, business development, capital markets, and equity & credit research.

What do you get out of it?

  • Gain technical knowledge in preparation for IB/finance interviews
  • Learn the proper interview strategies to ensure recruiting success
  • Fine-tune your knowledge of the corporate valuation methodologies most often tested during interviews
  • Gain an unprecedented insider’s view of the interview process

Eligibility:

  • You must be available for the full day of the seminar
  • This event is only open to Carlson undergraduate students.
  • Space is limited, and students will be accepted on a first-come, first-served basis.

If you have any questions or a financial need impacting your ability to pay, please email Katie Hauge at [email protected].

Funds Enterprise "Lunch & Learn" | Thursday, October 6th

12:00 PM -1:00PM | In-Person Event

Financial Markets Lab (CSOM 1-170)

Speaker: Matthew D. Finn-CFA, Head of Investments, Investment Division, Thrivent

Primary Topics: Get to know Thrivent, Career Exploration, & Equity Research

Matt Finn has over 37 years’ experience in the investment management industry. Most recently, Matt holds the position of Head of Equities at Thrivent Asset Management.  Thrivent Asset Management manages over $157 billion in assets including over $44 billion in equities using both fundamental and quantitative approaches. Matt is the lead manager on the Morningstar Five-Star rated Thrivent Small Cap Core Fund.  Prior experience includes leadership and portfolio management roles at US Bancorp, Securian Financial and Evergreen Asset Management. Matt is a Chartered Financial Analyst and earned a BA in Economics at the University of Pennsylvania and an MBA –Finance from the University of Michigan.

Funds Enterprise "Lunch & Learn" | Wednesday, October 19th

12:00 PM -1:00PM | In-Person Event

Financial Markets Lab (CSOM 1-170)

Speaker: Sam Sheldon-Research Analyst, Linnea Akesson- Research Analyst

Primary Topics: Get to know Punch & Associates, Career Exploration

Punch & Associates is an employee-owned wealth planning and investment firm with a strong history of delivering a high level of client service, expert advice, and exceptional investment performance. They offer services to a select group of families and family offices of substantial wealth. The team is looking hire interns from the University of Minnesota and will be doing a presentation to discuss their strategies and business.

The chief speaker Sam Sheldon joined Punch & Associates as an intern in June of 2016, while attending the University of St. Thomas. After graduating in May of 2018 with a B.A. in Financial Management, he joined the team full-time as a research analyst working on the trading desk

Funds Enterprise Application Timeline for Undergraduate Students

(For becoming a research analyst beginning Spring 2023)

INTERESTED IN APPLYING?

Information Session #1: Tuesday, October 25th from 2:00-3:00pm in the Financial Markets Lab (CSOM 1-170)

Information Session #2: Wednesday, October 26th from 5:00-6:00pm in the Financial Markets Lab (CSOM 1-170) and via Zoom (link sent to registrants)

WHEN TO APPLY

Priority Application Deadline: Monday, October 31st by 12:00pm NOON

Priority Acceptance Notifications: Friday, November 4th

Secondary Application Deadline (space-dependent): Friday, December 2nd by 12:00pm NOON

Secondary Application Deadline (space-dependent): Wednesday, December 7th

Funds Enterprise "Lunch & Learn"

Speaker: Michael Cox, Co-Head of Global Equities / Director of Equity Research at Piper Sandler

Primary Topics: Get to know Piper Sandler, Career Exploration, & Equity Research

Michael Cox is the co-head of global equities at Piper Sandler. In this role, he oversees the firm's equity research organization and serves as a member of the equities operating committee. Previously, Cox served as director of equity research and prior to that, he spent more than 10 years as a senior research analyst covering a wide range of sectors, including consumer, agriculture and clean tech. Prior to joining Piper Sandler in 2003, Cox worked in equity research at RBC Capital Markets in Minneapolis and Edward Jones in St. Louis. Cox has a bachelor’s degree in finance from Iowa State University and a Master of Business Administration degree from the Carlson School of Management at the University of Minnesota. He holds the Chartered Financial Analyst® designation.

12:00 - 1:00pm CST | Hybrid Event
Financial Markets Lab (CSOM 1-170) & via Zoom

EVENT CLOSED

Wednesday, March 16th

IBC Hosting Evercore (NY) - Investment Banking

The Investment Banking Club (IBC) is hosting Evercore (NY) - Investment Banking on Wednesday, March 16th from 6:30-7:30 PM CST. Tim LaLonde, COO and Co-Head of U.S. Advisory, will be joining us to discuss his more than 3 decades of advisory experience and his career progression from the University of Minnesota to the C-suite executive level of a premier independent investment bank that did nearly $2.3 billion in revenue in 2020. We will also be joined by a few junior bankers and their recruiting team to have a more one-on-one interaction with breakout rooms. Recruiting information for summer analysts and full-time opportunities will also be discussed towards the back half of this meeting.

 
Meeting Information:
Wednesday, March 16th | 6:30 - 7:30 PM CT
 
Questions? Contact Jason Butina ([email protected]) or James Winkels ([email protected]).
 

Friday, March 18th

Barron's Level Up: Investing In Women

12:00 - 1:00pm CST | Virtual Webinar

Jenny Lefcourt, partner at venture capital firm Freestyle, joins Barron's to talk about increasing the money going to female founders and growing the ranks of female check-writers through AllRaise, lessons learned launching WeddingChannel.com and the latest trends in early-stage investing.

 

 

Friday, March 18th

MBA Clubs Event: ESG & Me

3:00pm CST | In-Person, CSOM 3M Auditorium

Five of your favorite clubs are hosting one of the year’s largest networking events focusing on local companies with strong ESG initiatives. We will kick off the event with a one-hour moderated panel with 4-5 companies (tentatively Microsoft, Ecolab, Sunrise Bank, and more). Then we will move over to the Atrium for a networking mixer with food and drinks. This event is a great opportunity to learn about and network with local companies that are leading the way on environmental, social, and governance issues. 

Mark your calendar for your first Friday afternoon after the Spring Break to connect with local ESG professionals, catch up with your schoolmates, and enjoy free food and drink. This event is open to any Carlson MBA students!

Brought you by: 
(in alphabetical order)
Carlson Consulting Club
Pathak | Biswas | Rummel
Energy Club
Pathak | Johnson | Sandilya 
Entrepreneurship Club
Hudson | Luo | Simons
Finance & Investments Club
Muggee | Hoang
Net Impact 
Trubowitz | Meinke | Johnson | Ramanathan

The panel discussion will be moderated by Susanna Gibbons, managing director of the Funds Enterprise!

 

Tuesday, March 29th

Funds Enterprise "Lunch & Learn"

Speaker: James Spidle, Director of Relationship Management at Breckinridge Capital Advisors

Primary Topics: ESG Integration in Fixed Income

James is a director, relationship management at Breckinridge. In his role, James assists in setting overall consultant relations and business development strategy and manages many of the firm’s institutional relationships. He joined the firm in 2010 and has over 22 years of investment industry experience. Prior to Breckinridge, he spent over 8 years at Gannett Welsh & Kotler LLC. where his primary responsibilities included business development and relationship management within the firm’s Sales and Client Service group. He started his career in the mutual funds department at Loomis Sayles & Company, first as an associate in the sales and marketing group, then as a quantitative/performance analyst in the fund administration group. James is a member of the CFA Society Boston, Inc. James received a B.A. in psychology from Colby College. He holds a Series 65 license and is a CFA® charterholder.

12:00 - 1:00pm CST | Virtual via Zoom

REGISTERED ATTENDEES ONLY

Bloomberg Student Webinar Series

There are two types of events: "In the Headlines" which feature hot topics in the news analyzed by a market specialist, and "Learn the Terminal" which show how a market participant uses the Terminal on a daily basis. 

All student webinars:

  • Demonstrate how to find relevant information on the Terminal
  • Include a short takeaway assignment
  • Allot time for Q&A
  • Will have a recording & slides sent to those who register
  • Are free!

 

Wednesday, September 22nd

Webinar: Let's Talk about Cryptocurrency

There's a lot of information out there when it comes to cryptocurrency. Come with your questions ready and prepare for an engaging session on bitcoin, blockchain, and everything in between. There will be a live Q&A session at the end of the session, where you can ask questions about cryptocurrency, our speakers' career journeys, or anything else finance-related.

1:00 - 2:00pm CST | Virtual

 

 

Wednesday, September 29th

Funds Enterprise "Lunch & Learn"

Speaker: Paul Tommerdahl, CFA, Director of High Yield Research at Thrivent Asset Management

Primary Topics: Get to know Thrivent & Learn about Internship Opportunities

Our summer internship program is designed to give students relevant work experience in specific functions, providing a deeper understanding of the investment processes of a Fortune 500 financial services organization. The program offers interesting challenges, valuable experience, and an opportunity to get to know Thrivent. This internship is a key piece of Thrivent’s program to ensure a strong talent pipeline to meet the needs of the organization now and into the future. This is a tremendous internship opportunity to join Thrivent Financials’ Investment team. 

You may submit resumes in advance regarding the internship to Anne Hilborn ([email protected]). The specific internship to be shared is intended for graduate-level candidates, however, this event is open to ALL STUDENTS.

12:00 - 1:00pm CST | Hybrid Event in Financial Markets Lab (CSOM 1-170) & via Zoom

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Enterprise Programs Undergraduate Recruiting & Information Session

12:00 - 1:00pm CST | In-Person, HMH 2-245

The four Carlson Enterprise Programs select undergraduate students each year to work with MBA students in small teams to address the real-world challenges of client businesses which expect real-world results. It's an in-depth professional and transformational experience that few business schools offer. Opportunities are available for undergrads in the Brands Enterprise, Consulting Enterprise, Funds Enterprise, and Ventures Enterprise. Attend this information session to hear from program directors and students in all four Enterprise Programs. Lunch will be provided. 

 

 

Monday, October 4th

Funds Enterprise "Lunch & Learn"

Speaker: Richard Sandor, Ph.D., Chairman of the Board & CEO at American Financial Exchange, LLC

Primary Topic: Complexities of Developing a Financial Product / Index

Richard is Chairman and CEO of the American Financial Exchange, an electronic marketplace for small and mid-sized banks to lend and borrow short-term funds. He is also the CEO of Environmental Financial Products, which specializes in inventing, designing and developing new financial markets. EFP was established in 1998 and was the predecessor company and incubator to the Chicago Climate Exchange (CCX), the European Climate Exchange (ECX), the Chicago Climate Futures Exchange (CCFE) and the Tianjin Climate Exchange (TCX).Dr. Sandor is currently the Aaron Director Lecturer in Law and Economics at the University of Chicago Law School and a Visiting Fellow with the Smith School of Enterprise and the Environment at Oxford University. He was honored by the City of Chicago for his universal recognition as the “father of financial futures”. In 2002, he was named by TIME Magazine a “Hero of the Planet”; and in 2007 as one of the magazine’s “Heroes of the Environment” for his work as the “Father of Carbon Trading.” In October 2013, Dr. Sandor was awarded the title of Chevalier dans l´ordre de la Légion d´Honneur (Knight in the French National Order of the Legion of Honor), for his accomplishments in the field of environmental finance and carbon trading.

12:00 - 1:00pm CST | Modality TBD (Hybrid or Fully Virtual via Zoom)

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Thursday, October 7th

Funds Enterprise "Lunch & Learn"

Speaker: Alejandro Guerrero, Co-Founder & General Partner at Act One Ventures

Alejandro is a Latino start-up founder turned venture capitalist who is still a founder at heart. He invests in seed and pre-seed business software startups. Act One Ventures, invests in business software focused on vertical SaaS, e-commerce infrastructure, fintech and marketplaces at the seed and pre seed stage. At our firm we believe in community and diversity. Our community is a diverse and dynamic group of experienced entrepreneurs and executives who are eager to advise and mentor our founders with practical, meaningful advice and connections that lead to revenue. Across our funds 70% of our portfolio companies are founded by women and people of color.

In the Summer of 2020 after the murder of George Floyd, Alejandro created and launched in partnership with 10 VC firms the term sheet Diversity Rider for cap table representation. The Diversity Rider is a call to action focused on increasing opportunities and access to wealth in venture capital and startups for underrepresented communities such as Black, LatinX, female, and LGBTQ+. Firms adopting the rider language pledge to bring folks from these communities into deals as co-investors, thereby instantly increasing diversity at the core of the deal-making process. We are now at 50+ VC firms who have signed up to the movement.

12:00 - 1:00pm CST | Hybrid Event in Financial Markets Lab (CSOM 1-170) & via Zoom

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Thursday, October 14th

Funds Enterprise MSF & UG Recruiting Information Session - Spring 2022 Research Analyst Roles

The Funds Enterprise is hosting a recruiting information session for MS of Finance and Undergraduate students interested in joining the Funds Enterprise as research analysts (academic credit course) this upcoming year (starting Spring 2022). This session will be targeted at MSF and UG students, however, Part-Time MBA students are also welcome to attend or request the recording. The application deadline for Spring 2022 is Monday, October 18th. Our application is online via our website (navigate given your academic program via our JOIN US webpage).

This session will be virtual via Zoom and recorded for those who cannot attend synchronously. The recording will be sent to all who register - so please be sure to still register if you are interested but have a scheduling conflict. There will be time for Q&A. Please spread the word to any friends/peers who may be interested - all are welcome!

2:00 - 3:00pm CST | Virtual via Zoom

 

Monday, October 18th

Funds Enterprise "Lunch & Learn"

Speaker: Emily Shirley, Venture Analyst

Topic: Great North Ventures Summer Internship 2022

Great North Ventures is currently looking for 5-6 undergraduate or graduate students to intern (full or part-time) with us for the Summer of 2022. Great North Ventures interns are included in our Investment Committee meetings, diligence calls with startups, planning for the Annual Meeting, and other high-importance projects. 

The application is open from September 27th - October 22nd.

12:00 - 1:00pm CST | Virtual via Zoom

 

 

Wednesday, October 20th

Women in Finance + Funds Enterprise: Sustainability in Finance

Speaker: Susanna Gibbons, CFA

How do you engage with Finance in a way that makes the world a better place? Join us as we talk with leaders from the Carlson Funds Enterprise about how to evaluate companies and make decisions based on their environmental, social, and governance impacts. 

Susanna has over 30 years of industry experience across multiple asset classes - equities, alternatives, and fixed income; and multiple roles - analytical, portfolio management, asset allocation, and educational. She serves on the Investment Advisory Council for the Minnesota State Board of Investments, the Editorial Board for the CFA Society of Minnesota, and as chair of the Investment Committee for the Girl Scouts River Valleys. She is currently exploring the integration of Environmental, Social, and Governance (ESG) principles into decision making, is passionate about teaching sustainable investment practices, and is a fellow within the Institute on the Environment, University of Minnesota. She earned an MBA in Finance from the NYU Stern School of Business and is a Chartered Financial Analyst.

4:00 - 5:00pm CST | Location: TBD

 

 

Monday, October 25th

Funds Enterprise "Lunch & Learn"

Speaker: Jay Helgren, Principal at Jay Consulting LLC

Primary Topics: Sales & Presentation Skills

Jay Consulting LLC was founded to provide sales leader coaching, sales team development and early career planning, hiring, onboarding and mentoring for college graduates. Jay is a results-driven sales leadership, coaching and business development professional with over 30 years of experience in sales leadership roles across large Fortune 100 public companies and small private companies. He is part of the Funds Enterprise Professional Mentor Network in addition to multiple mentor roles at the University of Minnesota.

12:00 - 1:00pm CST | Hybrid Event in Financial Markets Lab (CSOM 1-170) & via Zoom

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Wednesday, October 27th

Investment Finance Organization (InFO) hosting Evercore (NY) - Investment Banking Division

The Investment Finance Organization (InFO) is hosting Evercore (NY) - Investment Banking Division on Wednesday, October 27th from 6:30-7:30 PM CST. A few junior bankers will be on the call to present the firm and discuss opportunities. All majors and years of study are welcome.

Evercore is one of the world's top M&A and restructuring advisors. Evercore works on massive high-profile investment banking deals for clients such as GE, Fubo, and Verizon. 

6:30 - 7:30pm CST | Virtual via Zoom (joining information below)

Meeting ID: 348 826 6600

 

NOTE: This is an event through the student organization InFO. To learn more about this event and/or InFO in general, email [email protected]!

 

 

Thursday, October 28th

Funds Enterprise "Lunch & Learn"

Speaker: Quinn Sullivan, Associate Portfolio Manager at Garda Capital Partners

Topic: Garda Capital Partners 2022 Summer Internships

Garda Capital Partners is recruiting for 2-3 roles in Front Office out of Minneapolis, 2-3 roles in Quant Development out of Minneapolis or New York, and potentially other departments as well. More information coming soon!

12:00 - 1:00pm CST | Hybrid Event in Financial Markets Lab (CSOM 1-170) & via Zoom

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Tuesday, November 2nd

Funds Enterprise "Lunch & Learn"

Speaker: Cindy Chen Delano, Partner at Invictus Global Management LLC

Primary Topic: Distressed Investing

Invictus Global Management LLC is a privately-held alternative asset management firm that specializes in investing across distressed credit and related special situations opportunities. Cindy plays an integral role in the firm’s investment strategy by integrating holistic legal analysis and her bankruptcy and litigation expertise into every stage of the investing process. She also leads the firm’s strategic activism in its investments. She co-founded Invictus in early 2019 after serving as the Senior Legal Analyst on the credit investment team at Whitebox Advisors, LLC, where she and her co-founder Amit Patel first paired their complementary investing and legal expertise to build the cornerstone of Invictus’ differentiated investment strategy. She was previously Associate General Counsel at AIG Investments. Prior thereto, Ms. Chen Delano was a practicing bankruptcy attorney at firms that include Kirkland & Ellis LLP, Weil, Gotshal & Manges LLP, and Milbank, Tweed, Hadley & McCloy LLP, where she represented both debtors and creditors in complex, high stakes bankruptcies and/or restructurings.

12:00 - 1:00pm CST | Virtual via Zoom

 

 

Tuesday, November 9th

Funds Enterprise "Lunch & Learn"

Speakers:

Pilar oversees a team of investors, bankers and advisors that provide high-net-worth individuals, foundations and endowments across Minnesota with financial advice, helping them build, preserve and manage their wealth for themselves and future generations. She is a Market Manager and Head of Minnesota, North Dakota, and South Dakota. Pilar began her professional career at J.P. Morgan in 2006 as part of the firm’s Corporate & Investment Bank Leveraged Finance and Debt Capital Markets teams covering consumer, healthcare and retail clients. She joined the Private Bank in 2010 as an investor in our Dallas office. After receiving her MBA from the University of Pennsylvania’s Wharton School, she spent six years at General Mills in Minneapolis managing various multi-million dollar brands throughout her tenure. She also serves on the board of the Walker Art Museum and the Minnesota Children’s Museum.

Morgan is the Head of Investments for J.P. Morgan Private Bank in Minnesota. In this role, he is responsible for managing a team that oversees over $1 billion of client assets. Morgan helps clients navigate the challenges of sustaining wealth and develops innovative plans that draw from the extensive global resources across JPMorgan Chase & Co. Morgan joined J.P. Morgan in 2007. Prior to moving to Minnesota in 2013, he advised clients on investment matters while working at J.P. Morgan in Detroit and Chicago. Throughout his career, he has focused on advising corporate executives, financial markets professionals and clients with closely held business interests.

12:00 - 1:00pm CST | Modality TBD (Hybrid or Fully Virtual via Zoom)

 

 

Wednesday, November 17th

Finance Club hosting Ron Feldman, Federal Reserve Bank of Minneapolis

Primary Topic: The Current State of Monetary Policy 

Ron Feldman is first vice president and chief operating officer at the Federal Reserve Bank of Minneapolis, where he leads Bank operations, including finance and budgeting, strategic planning, workforce and talent development, and performance against strategic objectives. Feldman is also a primary adviser on monetary policy, playing a leadership role in preparing for Federal Open Market Committee meetings and in the development and communication of positions on monetary policy. An expert on financial institutions and related government policies, Feldman has authored more than 50 articles on topics related to banking, finance, and monetary policy. He is one of the foremost authorities on the too-big-to-fail problem, co-authoring Too Big to Fail: The Hazards of Bank Bailouts, published by the Brookings Institution (2004). Since joining the Bank in 1995, Feldman has served as a senior officer for Supervision, Regulation, and Credit and has run the Financial Services Support Office, which assists in the oversight of the Federal Reserve’s financial services.

He has a B.A. with distinction from the University of Wisconsin and an M.P.A. from the Maxwell School, Syracuse University, where he was a university fellow. He is a fellow of the National Academy of Public Administration.

Feldman is married and the father of three children. He is an active community member, serving on the boards of Second Harvest Heartland and Beth El Synagogue. He is on the Board of Visitors for the University of Wisconsin-Madison History Department.

12:00 - 1:00 pm CST | Minnesota Carlson, Room 2-207

Thursday, March 18th

"Lunch & Learn" with Ann Senne

Head of Advice and Solutions Group at RBC Wealth Management

12:00 - 1:00 pm (Central Time) | Virtual via Zoom

 

 

Thursday, April 15th

"Lunch & Learn" with Paul Dwyer

Director of Research at Punch & Associates Investment Management

12:00 - 1:00 pm (Central Time) | Virtual via Zoom 

RBC Site Visit

Date: Dec 05th
Time:  0800 am-1200 pm
Location: 250 Nicollet Mall, Minneapolis, MN 55401 

About the Event: 
RBC is hosting a site visit for Funds students!. This is a great opportunity to introduce yourself, tour the office downtown, learn about the business, and network with members of various teams. We will meet with the Global Asset Management Team, the Portfolio Advisory Team, Clearing and Custody, and others. A great way to learn about other areas of the investment world other than research! Highly recommended for those interested in the Business of Asset Management course this March, as we will study a more holistic understanding of the investment industry.

 

Federated Lunch and Learn

Date: Oct 07th
Time: 1200-0100 pm
Location: Room 205, Humphrey School of Public Affairs 

About the Event: 
Join the Carlson Funds Enterprise for a Lunch & Learn with Federated Insurance, a leading provider of commercial insurance solutions. This session will give students the chance to hear directly from company representatives about Federated’s business model, industry outlook, and the diverse career opportunities available for students. Whether you’re curious about the insurance and financial services sector or exploring potential roles in finance, this event offers a valuable opportunity to learn, ask questions, and connect—all while enjoying lunch.

Allianz Site Visit

Date: Oct 17th
Time: 0800 am - 0100 pm
Location: Allianz HQ

The Carlson Funds Enterprise will be hosting a site visit to Allianz’s Minneapolis office, offering students a behind-the-scenes look at one of the world’s leading financial services companies. During the visit, participants will gain insights into Allianz’s investment strategies, corporate culture, and career opportunities, while connecting directly with professionals across the organization. This is a valuable opportunity to see how classroom learning translates into practice at a global firm right here in Minnesota.

Pitch Slam & Mentor Mixer Info Session

Date: Oct 15
Time: 0430 pm - 0600 pm
Location: Room 205, Humphrey School of Public Affairs 

Join us for the Pitch Slam & Mentor Mixer Info Session, an interactive event where Carlson Funds Enterprise students will deliver quick, informal pitches on stocks and funds to our mentors and receive real-time feedback. Designed to be both fun and educational, this session offers students a chance to sharpen their pitching skills, test investment ideas, and engage in lively discussion with experienced professionals in a relaxed setting.

STEP x Funds Enterprise Seminar: “Balancing Feelings and Action” - Finance in a Burning World

Date: Oct 21
Time: 12:00 p.m. 

Location: Josie Johnson Community Room 180, Humphrey School of Public Affairs

Join us for a seminar in collaboration with the Carlson Funds Enterprise, led by Director Susanna Gibbons, to explore climate finance and the energy transition in today’s policy landscape. This event is free and open to all.

Engaging with climate and environmental policy often brings a sense of climate grief, given the scale and urgency of the changes required. In The Existential Toolkit for Climate Justice Educators, Drs. Jennifer Atkinson and Sarah Jaquette Ray introduce the framework feel, talk, unite, act as a way to channel those emotions into purposeful engagement.

In that spirit, the Center for STEP and the Carlson Funds Enterprise invite finance and public policy students to unite for a discussion on how capital markets can contribute to the energy transition. The lecture will explore current developments in climate finance, focusing on methods for integrating cost of capital adjustments for carbon emissions and other negative externalities. By connecting financial analysis with policy design, this session aims to identify practical tools for aligning investment decisions with long-term climate goals.

Agenda

12:30pm - Welcome and Introduction of Programs, Lunch

12:45pm - Background: Discussion of pre-“assigned” readings - How to define climate finance and the role of capital markets in shaping/responding to climate legislation

Suggested readings: https://www.weforum.org/stories/2024/04/private-climate-finance-4-things-you-need-to-know/, Chapter 2 of the Toolkit (to be shared with registrants)

1:15pm - Cost of Capital Adjustments for Negative Externalities

1:45pm - Q & A and Closing

Climate Action Simulation

Friday 23rd September | 9:00 AM – 12:00 PM | Honeywell Auditorium (CSOM L-110)

The Climate Action Simulation co-hosted by Institute on the Environment and Funds Enterprise this year is a highly interactive, role-playing game for groups to explore the different stakeholders and solutions that need to come together to act on Climate Change. This year the simulation will focus on negotiating a set of policy initiatives that limit global temperature rises to 1.5 degrees

It is framed to allow participants to rapidly assess the impacts of different solutions to climate change—like energy supply subsidies, energy efficiency, or land use changes. The game is conducted as a simulated emergency climate summit organized by the United Nations to establish a concrete plan to limit global warming by bringing together government, business, and civil society representatives.

This game is a fun format for large groups to explore climate change solutions and see what it would really take to address this global challenge. The Climate Action Simulation was co-developed by Climate Interactive, the MIT Sloan Sustainability Initiative, and the UMass Lowell Climate Change Initiative

Wall Street Prep | Technical Finance Interview Prep Seminar at the University of Minnesota

October 8, 2022 | 9am-5pm

Are you interested in:

  • investment banking
  • private equity
  • portfolio management
  • business and corporate development
  • capital markets
  • equity and credit research
  • industry corporate finance careers

This intensive 1-day seminar will be led by former investment bankers with applied expertise in corporate valuation modeling methodologies and provides a great opportunity for students to prepare for technical finance interviews.

Who should attend? This seminar is for all students pursuing positions in investment banking, corporate finance, private equity, portfolio management, business development, capital markets, and equity & credit research.

What do you get out of it?

  • Gain technical knowledge in preparation for IB/finance interviews
  • Learn the proper interview strategies to ensure recruiting success
  • Fine-tune your knowledge of the corporate valuation methodologies most often tested during interviews
  • Gain an unprecedented insider’s view of the interview process

Eligibility:

  • You must be available for the full day of the seminar
  • This event is only open to Carlson undergraduate students.
  • Space is limited, and students will be accepted on a first-come, first-served basis.

If you have any questions or a financial need impacting your ability to pay, please email Katie Hauge at [email protected].

Funds Enterprise "Lunch & Learn" | Thursday, October 6th

12:00 PM -1:00PM | In-Person Event

Financial Markets Lab (CSOM 1-170)

Speaker: Matthew D. Finn-CFA, Head of Investments, Investment Division, Thrivent

Primary Topics: Get to know Thrivent, Career Exploration, & Equity Research

Matt Finn has over 37 years’ experience in the investment management industry. Most recently, Matt holds the position of Head of Equities at Thrivent Asset Management.  Thrivent Asset Management manages over $157 billion in assets including over $44 billion in equities using both fundamental and quantitative approaches. Matt is the lead manager on the Morningstar Five-Star rated Thrivent Small Cap Core Fund.  Prior experience includes leadership and portfolio management roles at US Bancorp, Securian Financial and Evergreen Asset Management. Matt is a Chartered Financial Analyst and earned a BA in Economics at the University of Pennsylvania and an MBA –Finance from the University of Michigan.

Funds Enterprise "Lunch & Learn" | Wednesday, October 19th

12:00 PM -1:00PM | In-Person Event

Financial Markets Lab (CSOM 1-170)

Speaker: Sam Sheldon-Research Analyst, Linnea Akesson- Research Analyst

Primary Topics: Get to know Punch & Associates, Career Exploration

Punch & Associates is an employee-owned wealth planning and investment firm with a strong history of delivering a high level of client service, expert advice, and exceptional investment performance. They offer services to a select group of families and family offices of substantial wealth. The team is looking hire interns from the University of Minnesota and will be doing a presentation to discuss their strategies and business.

The chief speaker Sam Sheldon joined Punch & Associates as an intern in June of 2016, while attending the University of St. Thomas. After graduating in May of 2018 with a B.A. in Financial Management, he joined the team full-time as a research analyst working on the trading desk

Funds Enterprise Application Timeline for Undergraduate Students

(For becoming a research analyst beginning Spring 2023)

INTERESTED IN APPLYING?

Information Session #1: Tuesday, October 25th from 2:00-3:00pm in the Financial Markets Lab (CSOM 1-170)

Information Session #2: Wednesday, October 26th from 5:00-6:00pm in the Financial Markets Lab (CSOM 1-170) and via Zoom (link sent to registrants)

WHEN TO APPLY

Priority Application Deadline: Monday, October 31st by 12:00pm NOON

Priority Acceptance Notifications: Friday, November 4th

Secondary Application Deadline (space-dependent): Friday, December 2nd by 12:00pm NOON

Secondary Application Deadline (space-dependent): Wednesday, December 7th

Funds Enterprise "Lunch & Learn"

Speaker: Michael Cox, Co-Head of Global Equities / Director of Equity Research at Piper Sandler

Primary Topics: Get to know Piper Sandler, Career Exploration, & Equity Research

Michael Cox is the co-head of global equities at Piper Sandler. In this role, he oversees the firm's equity research organization and serves as a member of the equities operating committee. Previously, Cox served as director of equity research and prior to that, he spent more than 10 years as a senior research analyst covering a wide range of sectors, including consumer, agriculture and clean tech. Prior to joining Piper Sandler in 2003, Cox worked in equity research at RBC Capital Markets in Minneapolis and Edward Jones in St. Louis. Cox has a bachelor’s degree in finance from Iowa State University and a Master of Business Administration degree from the Carlson School of Management at the University of Minnesota. He holds the Chartered Financial Analyst® designation.

12:00 - 1:00pm CST | Hybrid Event
Financial Markets Lab (CSOM 1-170) & via Zoom

EVENT CLOSED

Wednesday, March 16th

IBC Hosting Evercore (NY) - Investment Banking

The Investment Banking Club (IBC) is hosting Evercore (NY) - Investment Banking on Wednesday, March 16th from 6:30-7:30 PM CST. Tim LaLonde, COO and Co-Head of U.S. Advisory, will be joining us to discuss his more than 3 decades of advisory experience and his career progression from the University of Minnesota to the C-suite executive level of a premier independent investment bank that did nearly $2.3 billion in revenue in 2020. We will also be joined by a few junior bankers and their recruiting team to have a more one-on-one interaction with breakout rooms. Recruiting information for summer analysts and full-time opportunities will also be discussed towards the back half of this meeting.

 
Meeting Information:
Wednesday, March 16th | 6:30 - 7:30 PM CT
 
Questions? Contact Jason Butina ([email protected]) or James Winkels ([email protected]).
 

Friday, March 18th

Barron's Level Up: Investing In Women

12:00 - 1:00pm CST | Virtual Webinar

Jenny Lefcourt, partner at venture capital firm Freestyle, joins Barron's to talk about increasing the money going to female founders and growing the ranks of female check-writers through AllRaise, lessons learned launching WeddingChannel.com and the latest trends in early-stage investing.

 

 

Friday, March 18th

MBA Clubs Event: ESG & Me

3:00pm CST | In-Person, CSOM 3M Auditorium

Five of your favorite clubs are hosting one of the year’s largest networking events focusing on local companies with strong ESG initiatives. We will kick off the event with a one-hour moderated panel with 4-5 companies (tentatively Microsoft, Ecolab, Sunrise Bank, and more). Then we will move over to the Atrium for a networking mixer with food and drinks. This event is a great opportunity to learn about and network with local companies that are leading the way on environmental, social, and governance issues. 

Mark your calendar for your first Friday afternoon after the Spring Break to connect with local ESG professionals, catch up with your schoolmates, and enjoy free food and drink. This event is open to any Carlson MBA students!

Brought you by: 
(in alphabetical order)
Carlson Consulting Club
Pathak | Biswas | Rummel
Energy Club
Pathak | Johnson | Sandilya 
Entrepreneurship Club
Hudson | Luo | Simons
Finance & Investments Club
Muggee | Hoang
Net Impact 
Trubowitz | Meinke | Johnson | Ramanathan

The panel discussion will be moderated by Susanna Gibbons, managing director of the Funds Enterprise!

 

Tuesday, March 29th

Funds Enterprise "Lunch & Learn"

Speaker: James Spidle, Director of Relationship Management at Breckinridge Capital Advisors

Primary Topics: ESG Integration in Fixed Income

James is a director, relationship management at Breckinridge. In his role, James assists in setting overall consultant relations and business development strategy and manages many of the firm’s institutional relationships. He joined the firm in 2010 and has over 22 years of investment industry experience. Prior to Breckinridge, he spent over 8 years at Gannett Welsh & Kotler LLC. where his primary responsibilities included business development and relationship management within the firm’s Sales and Client Service group. He started his career in the mutual funds department at Loomis Sayles & Company, first as an associate in the sales and marketing group, then as a quantitative/performance analyst in the fund administration group. James is a member of the CFA Society Boston, Inc. James received a B.A. in psychology from Colby College. He holds a Series 65 license and is a CFA® charterholder.

12:00 - 1:00pm CST | Virtual via Zoom

REGISTERED ATTENDEES ONLY

Bloomberg Student Webinar Series

There are two types of events: "In the Headlines" which feature hot topics in the news analyzed by a market specialist, and "Learn the Terminal" which show how a market participant uses the Terminal on a daily basis. 

All student webinars:

  • Demonstrate how to find relevant information on the Terminal
  • Include a short takeaway assignment
  • Allot time for Q&A
  • Will have a recording & slides sent to those who register
  • Are free!

 

Wednesday, September 22nd

Webinar: Let's Talk about Cryptocurrency

There's a lot of information out there when it comes to cryptocurrency. Come with your questions ready and prepare for an engaging session on bitcoin, blockchain, and everything in between. There will be a live Q&A session at the end of the session, where you can ask questions about cryptocurrency, our speakers' career journeys, or anything else finance-related.

1:00 - 2:00pm CST | Virtual

 

 

Wednesday, September 29th

Funds Enterprise "Lunch & Learn"

Speaker: Paul Tommerdahl, CFA, Director of High Yield Research at Thrivent Asset Management

Primary Topics: Get to know Thrivent & Learn about Internship Opportunities

Our summer internship program is designed to give students relevant work experience in specific functions, providing a deeper understanding of the investment processes of a Fortune 500 financial services organization. The program offers interesting challenges, valuable experience, and an opportunity to get to know Thrivent. This internship is a key piece of Thrivent’s program to ensure a strong talent pipeline to meet the needs of the organization now and into the future. This is a tremendous internship opportunity to join Thrivent Financials’ Investment team. 

You may submit resumes in advance regarding the internship to Anne Hilborn ([email protected]). The specific internship to be shared is intended for graduate-level candidates, however, this event is open to ALL STUDENTS.

12:00 - 1:00pm CST | Hybrid Event in Financial Markets Lab (CSOM 1-170) & via Zoom

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Enterprise Programs Undergraduate Recruiting & Information Session

12:00 - 1:00pm CST | In-Person, HMH 2-245

The four Carlson Enterprise Programs select undergraduate students each year to work with MBA students in small teams to address the real-world challenges of client businesses which expect real-world results. It's an in-depth professional and transformational experience that few business schools offer. Opportunities are available for undergrads in the Brands Enterprise, Consulting Enterprise, Funds Enterprise, and Ventures Enterprise. Attend this information session to hear from program directors and students in all four Enterprise Programs. Lunch will be provided. 

 

 

Monday, October 4th

Funds Enterprise "Lunch & Learn"

Speaker: Richard Sandor, Ph.D., Chairman of the Board & CEO at American Financial Exchange, LLC

Primary Topic: Complexities of Developing a Financial Product / Index

Richard is Chairman and CEO of the American Financial Exchange, an electronic marketplace for small and mid-sized banks to lend and borrow short-term funds. He is also the CEO of Environmental Financial Products, which specializes in inventing, designing and developing new financial markets. EFP was established in 1998 and was the predecessor company and incubator to the Chicago Climate Exchange (CCX), the European Climate Exchange (ECX), the Chicago Climate Futures Exchange (CCFE) and the Tianjin Climate Exchange (TCX).Dr. Sandor is currently the Aaron Director Lecturer in Law and Economics at the University of Chicago Law School and a Visiting Fellow with the Smith School of Enterprise and the Environment at Oxford University. He was honored by the City of Chicago for his universal recognition as the “father of financial futures”. In 2002, he was named by TIME Magazine a “Hero of the Planet”; and in 2007 as one of the magazine’s “Heroes of the Environment” for his work as the “Father of Carbon Trading.” In October 2013, Dr. Sandor was awarded the title of Chevalier dans l´ordre de la Légion d´Honneur (Knight in the French National Order of the Legion of Honor), for his accomplishments in the field of environmental finance and carbon trading.

12:00 - 1:00pm CST | Modality TBD (Hybrid or Fully Virtual via Zoom)

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Thursday, October 7th

Funds Enterprise "Lunch & Learn"

Speaker: Alejandro Guerrero, Co-Founder & General Partner at Act One Ventures

Alejandro is a Latino start-up founder turned venture capitalist who is still a founder at heart. He invests in seed and pre-seed business software startups. Act One Ventures, invests in business software focused on vertical SaaS, e-commerce infrastructure, fintech and marketplaces at the seed and pre seed stage. At our firm we believe in community and diversity. Our community is a diverse and dynamic group of experienced entrepreneurs and executives who are eager to advise and mentor our founders with practical, meaningful advice and connections that lead to revenue. Across our funds 70% of our portfolio companies are founded by women and people of color.

In the Summer of 2020 after the murder of George Floyd, Alejandro created and launched in partnership with 10 VC firms the term sheet Diversity Rider for cap table representation. The Diversity Rider is a call to action focused on increasing opportunities and access to wealth in venture capital and startups for underrepresented communities such as Black, LatinX, female, and LGBTQ+. Firms adopting the rider language pledge to bring folks from these communities into deals as co-investors, thereby instantly increasing diversity at the core of the deal-making process. We are now at 50+ VC firms who have signed up to the movement.

12:00 - 1:00pm CST | Hybrid Event in Financial Markets Lab (CSOM 1-170) & via Zoom

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Thursday, October 14th

Funds Enterprise MSF & UG Recruiting Information Session - Spring 2022 Research Analyst Roles

The Funds Enterprise is hosting a recruiting information session for MS of Finance and Undergraduate students interested in joining the Funds Enterprise as research analysts (academic credit course) this upcoming year (starting Spring 2022). This session will be targeted at MSF and UG students, however, Part-Time MBA students are also welcome to attend or request the recording. The application deadline for Spring 2022 is Monday, October 18th. Our application is online via our website (navigate given your academic program via our JOIN US webpage).

This session will be virtual via Zoom and recorded for those who cannot attend synchronously. The recording will be sent to all who register - so please be sure to still register if you are interested but have a scheduling conflict. There will be time for Q&A. Please spread the word to any friends/peers who may be interested - all are welcome!

2:00 - 3:00pm CST | Virtual via Zoom

 

Monday, October 18th

Funds Enterprise "Lunch & Learn"

Speaker: Emily Shirley, Venture Analyst

Topic: Great North Ventures Summer Internship 2022

Great North Ventures is currently looking for 5-6 undergraduate or graduate students to intern (full or part-time) with us for the Summer of 2022. Great North Ventures interns are included in our Investment Committee meetings, diligence calls with startups, planning for the Annual Meeting, and other high-importance projects. 

The application is open from September 27th - October 22nd.

12:00 - 1:00pm CST | Virtual via Zoom

 

 

Wednesday, October 20th

Women in Finance + Funds Enterprise: Sustainability in Finance

Speaker: Susanna Gibbons, CFA

How do you engage with Finance in a way that makes the world a better place? Join us as we talk with leaders from the Carlson Funds Enterprise about how to evaluate companies and make decisions based on their environmental, social, and governance impacts. 

Susanna has over 30 years of industry experience across multiple asset classes - equities, alternatives, and fixed income; and multiple roles - analytical, portfolio management, asset allocation, and educational. She serves on the Investment Advisory Council for the Minnesota State Board of Investments, the Editorial Board for the CFA Society of Minnesota, and as chair of the Investment Committee for the Girl Scouts River Valleys. She is currently exploring the integration of Environmental, Social, and Governance (ESG) principles into decision making, is passionate about teaching sustainable investment practices, and is a fellow within the Institute on the Environment, University of Minnesota. She earned an MBA in Finance from the NYU Stern School of Business and is a Chartered Financial Analyst.

4:00 - 5:00pm CST | Location: TBD

 

 

Monday, October 25th

Funds Enterprise "Lunch & Learn"

Speaker: Jay Helgren, Principal at Jay Consulting LLC

Primary Topics: Sales & Presentation Skills

Jay Consulting LLC was founded to provide sales leader coaching, sales team development and early career planning, hiring, onboarding and mentoring for college graduates. Jay is a results-driven sales leadership, coaching and business development professional with over 30 years of experience in sales leadership roles across large Fortune 100 public companies and small private companies. He is part of the Funds Enterprise Professional Mentor Network in addition to multiple mentor roles at the University of Minnesota.

12:00 - 1:00pm CST | Hybrid Event in Financial Markets Lab (CSOM 1-170) & via Zoom

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Wednesday, October 27th

Investment Finance Organization (InFO) hosting Evercore (NY) - Investment Banking Division

The Investment Finance Organization (InFO) is hosting Evercore (NY) - Investment Banking Division on Wednesday, October 27th from 6:30-7:30 PM CST. A few junior bankers will be on the call to present the firm and discuss opportunities. All majors and years of study are welcome.

Evercore is one of the world's top M&A and restructuring advisors. Evercore works on massive high-profile investment banking deals for clients such as GE, Fubo, and Verizon. 

6:30 - 7:30pm CST | Virtual via Zoom (joining information below)

Meeting ID: 348 826 6600

 

NOTE: This is an event through the student organization InFO. To learn more about this event and/or InFO in general, email [email protected]!

 

 

Thursday, October 28th

Funds Enterprise "Lunch & Learn"

Speaker: Quinn Sullivan, Associate Portfolio Manager at Garda Capital Partners

Topic: Garda Capital Partners 2022 Summer Internships

Garda Capital Partners is recruiting for 2-3 roles in Front Office out of Minneapolis, 2-3 roles in Quant Development out of Minneapolis or New York, and potentially other departments as well. More information coming soon!

12:00 - 1:00pm CST | Hybrid Event in Financial Markets Lab (CSOM 1-170) & via Zoom

NOTE: Due to COVID-19 safety protocol within the Financial Markets Lab, lunch will not be provided to in-person attendees.

 

 

Tuesday, November 2nd

Funds Enterprise "Lunch & Learn"

Speaker: Cindy Chen Delano, Partner at Invictus Global Management LLC

Primary Topic: Distressed Investing

Invictus Global Management LLC is a privately-held alternative asset management firm that specializes in investing across distressed credit and related special situations opportunities. Cindy plays an integral role in the firm’s investment strategy by integrating holistic legal analysis and her bankruptcy and litigation expertise into every stage of the investing process. She also leads the firm’s strategic activism in its investments. She co-founded Invictus in early 2019 after serving as the Senior Legal Analyst on the credit investment team at Whitebox Advisors, LLC, where she and her co-founder Amit Patel first paired their complementary investing and legal expertise to build the cornerstone of Invictus’ differentiated investment strategy. She was previously Associate General Counsel at AIG Investments. Prior thereto, Ms. Chen Delano was a practicing bankruptcy attorney at firms that include Kirkland & Ellis LLP, Weil, Gotshal & Manges LLP, and Milbank, Tweed, Hadley & McCloy LLP, where she represented both debtors and creditors in complex, high stakes bankruptcies and/or restructurings.

12:00 - 1:00pm CST | Virtual via Zoom

 

 

Tuesday, November 9th

Funds Enterprise "Lunch & Learn"

Speakers:

Pilar oversees a team of investors, bankers and advisors that provide high-net-worth individuals, foundations and endowments across Minnesota with financial advice, helping them build, preserve and manage their wealth for themselves and future generations. She is a Market Manager and Head of Minnesota, North Dakota, and South Dakota. Pilar began her professional career at J.P. Morgan in 2006 as part of the firm’s Corporate & Investment Bank Leveraged Finance and Debt Capital Markets teams covering consumer, healthcare and retail clients. She joined the Private Bank in 2010 as an investor in our Dallas office. After receiving her MBA from the University of Pennsylvania’s Wharton School, she spent six years at General Mills in Minneapolis managing various multi-million dollar brands throughout her tenure. She also serves on the board of the Walker Art Museum and the Minnesota Children’s Museum.

Morgan is the Head of Investments for J.P. Morgan Private Bank in Minnesota. In this role, he is responsible for managing a team that oversees over $1 billion of client assets. Morgan helps clients navigate the challenges of sustaining wealth and develops innovative plans that draw from the extensive global resources across JPMorgan Chase & Co. Morgan joined J.P. Morgan in 2007. Prior to moving to Minnesota in 2013, he advised clients on investment matters while working at J.P. Morgan in Detroit and Chicago. Throughout his career, he has focused on advising corporate executives, financial markets professionals and clients with closely held business interests.

12:00 - 1:00pm CST | Modality TBD (Hybrid or Fully Virtual via Zoom)

 

 

Wednesday, November 17th

Finance Club hosting Ron Feldman, Federal Reserve Bank of Minneapolis

Primary Topic: The Current State of Monetary Policy 

Ron Feldman is first vice president and chief operating officer at the Federal Reserve Bank of Minneapolis, where he leads Bank operations, including finance and budgeting, strategic planning, workforce and talent development, and performance against strategic objectives. Feldman is also a primary adviser on monetary policy, playing a leadership role in preparing for Federal Open Market Committee meetings and in the development and communication of positions on monetary policy. An expert on financial institutions and related government policies, Feldman has authored more than 50 articles on topics related to banking, finance, and monetary policy. He is one of the foremost authorities on the too-big-to-fail problem, co-authoring Too Big to Fail: The Hazards of Bank Bailouts, published by the Brookings Institution (2004). Since joining the Bank in 1995, Feldman has served as a senior officer for Supervision, Regulation, and Credit and has run the Financial Services Support Office, which assists in the oversight of the Federal Reserve’s financial services.

He has a B.A. with distinction from the University of Wisconsin and an M.P.A. from the Maxwell School, Syracuse University, where he was a university fellow. He is a fellow of the National Academy of Public Administration.

Feldman is married and the father of three children. He is an active community member, serving on the boards of Second Harvest Heartland and Beth El Synagogue. He is on the Board of Visitors for the University of Wisconsin-Madison History Department.

12:00 - 1:00 pm CST | Minnesota Carlson, Room 2-207

Thursday, March 18th

"Lunch & Learn" with Ann Senne

Head of Advice and Solutions Group at RBC Wealth Management

12:00 - 1:00 pm (Central Time) | Virtual via Zoom

 

 

Thursday, April 15th

"Lunch & Learn" with Paul Dwyer

Director of Research at Punch & Associates Investment Management

12:00 - 1:00 pm (Central Time) | Virtual via Zoom