Month: October 2023

October 18th, 2023 – Bradley Foster & Sargent

Tonight, we were joined by Bradley Foster & Sargent, an investment advisory firm in Hartford, CT with five other offices around the east coast and Chicago. They discussed the CFA designation, the asset management industry, finding clients and fostering client relationships, strategy, and more throughout the meeting. We were also joined by three current BFS Fall interns who recapped their experiences thus far and highlighted what they have learned as equity research analysts. As always, the audience had the opportunity to ask questions to gain further insight into the asset management industry and recruiting opportunities. It is always a pleasure to host BFS!

October 11th, 2023 – FED Challenge Meeting

During the meeting, attendees first gathered to listen to an insightful Fed Challenge presentation delivered by five students who elaborated on their recommendations for the Federal Reserve’s upcoming strategy. This was followed by a dynamic Q&A, where participants actively discussed and probed the students’ ideas. Additionally, the meeting marked the initiation of our mentorship program, as mentors introduced themselves to their respective mentees. Subsequently, participants grouped up and initiated high-level introductory discussions to set the stage for their mentorship journey.

October 4th, 2023 – Travelers & The Current Events Committee

We had the privilege of hosting Travelers representatives tonight who shared insights about their dynamic business, including the innovative Finance Leadership Development Program. They presented an overview of diverse insurance products, core functions, and company success strategies. The discussion also emphasized the sought-after qualities in potential collaborators and highlighted the FLDP program, promoting industry rotation and skill diversification for internships and full-time roles. Additionally, this evening marked our first current events discussion, featuring macroeconomic events, notable market trends, and significant market narratives. The meeting concluded with an engaging Q&A session, providing attendees with deeper insights into the latest and most relevant financial news