Agenda

November 16-17, 2017 Langham Hotel, Boston

Pre-conference interviews will be held November 16 at a location TBD.

Thursday, November 16

3:15 p.m. - 5:15 p.m. (WILSON BALLROOM) – WIN Round Robin I - Part I of a speed networking session wherein students will have an opportunity to rotate through tables networking with firm-specific representatives at each table. 7 rotations of 12 minutes. (Conference registration/ hotel check-in from 2:30 -3:30 p.m.)

5:15 p.m. - 6:30 p.m. (ESPLANADE ROOM) – Networking Reception

6:30 p.m. - 8:45 p.m. (WILSON BALLROOM) - Welcoming Remarks, Dinner - Fidelity Investments Keynote

Friday, November 17

7:00 - 8:15 a.m. (WILSON BALLROOM) – Breakfast

8:25 -9:47 a.m. (CHASE AND MADISON) – Stock Pitch Challenge: Attending MBA participants will pitch a stock (4 per team, 3 first years). Resume books will be distributed to attending recruiters.

Concurrent Sessions

9:47 - 10:05 a.m. – Judges' Feedback Session
To all teams in their respective rooms.

10:15 - 11:10 a.m. – Concurrent Sessions 1

Session A (MADISON ROOM)
Investment Strategy in the Current Economic Environment: This panel will discuss the current macroeconomic environment and where they see the investment opportunities in the current economic environment.

Session B (CHASE ROOM)
How I Generate Investment Ideas: This panel will provide perspectives on how to generate investment ideas.

11:20 a.m. - 12:10 p.m. – Concurrent Sessions 2

Session A (CHASE ROOM)
How to Initiate Coverage on a Company/How to Interview Management: This session will feature speakers from various firms, discussing how to begin researching an investment idea and the skill set required to interview management.

Session B (MADISON ROOM)
Company Analysis by Asset class: Equities, Fixed Income (high yield, distressed, investment grade, etc.), Quant. This session will feature a discussion on how different asset classes approach analyzing a security to come up with an investment recommendation.

12:15 - 1:30 p.m. (WILSON BALLROOM) – Capital Group Luncheon Panel Keynote; What it Takes to Succeed in an Investment Management Career

1:30 p.m. - 1:55 p.m. - time allowed for hotel staff to reset the room.

2:00 p.m. - 4:00 p.m. - (WILSON BALLROOM) - WIN Round Robin 2 - Part 2 of a speed networking session wherein students will have an opportunity to rotate through tables networking with firm-specific representatives at each table. 8 Rotations of 12 minutes.