February 12, 2020

A panel comprised of members of the Student Managed Fund were present at the meeting. They walked Finance Society members through the application process, their stock picking process, and more. In addition, William gave a mock stock pitch and showed members their current investment holdings.

February 5, 2020

Welcome to all our new members! Last night, Alex and Sean of Surgical Care Affiliates gave an insightful presentation and informed members of the full-time positions available at the company. Discussion centered around the healthcare industry and business careers in healthcare that blended a passion for helping others while using a finance/business degree.

January 29, 2020

Thank you to everyone who attended our first meeting of the semester! Several employees from Prudential Financial presented to Finance Society members about their company, upcoming Finance Industry Immersion Program, and more. Students were able to network and ask questions about the company and their opportunities for UConn students.

November 20, 2019

The last meeting of the semester was a current events discussion led by Abby and Jack. They provided an engaging presentation on the markets, news on the Saudi Aramco IPO, and more. Members were given the opportunity to ask Jack and Abby questions about the topics presented, which stimulated further discussion and additional questions.

November 13, 2019

This week’s meeting was the final round of the Finance Society Stock Pitch Competition. The top 4 teams pitched Disney, Match Group, McCormick, and Walmart. Taishi Kato of HIMCO and Joe Cotton of Sikorsky, both former SMF participants, returned to judge the competition along with Professor Paul Gilson. The winner of the fall 2019 Finance Society Stock Pitch Competition was McCormick!

November 6, 2019

This week’s meeting was led by Shapleigh Smith of Citi. He gave an informative presentation on the banking industry, his career, and the opportunities for UConn students at Citi.  Shapleigh highlighted the accelerated timeline associated with the banking industry jobs, and gave advice on how to stay ahead of the curve. Members were given the opportunity to ask Shapleigh questions and network with him after the meeting.

October 30, 2019

This week’s meeting was led by Trevor Russo, UConn alum and former SMF member. He currently works at Ironwood Capital, a private equity firm in Avon, CT. Trevor gave members an overview of the private equity industry along with how Ironwood Capital operates. Students were engaged in asking questions about how the company decides which deals to pursue, if private equity is here to stay, the CFA process, and more. Members were given the opportunity to network with Trevor as well.

October 23, 2019

This meeting was the first round of the Finance Society Stock Pitch Competition. Seven teams competed for three spots in the next round of the competition. This was an opportunity for those looking to learn more about stock pitch competitions and how to execute a stock pitch successfully. We look forward to seeing the results of the first round next week!

October 16, 2019

This meeting was filled with workshops! Julia, Jack, Sam, and Andrew led insightful presentations on recruiting, resume building, and the basics of a stock pitch. Members were exposed to the recruiting timeline, an Executive Board member’s resume as an example, and databases/useful resources for a stock pitch. This meeting was packed with many learning opportunities for Finance Society members.