Agenda

October 4-5, 2018, The Langham Hotel, Boston

Thursday, October 4


5:30 p.m. - 6:30 p.m.

Networking Reception, Esplanade

6:30 p.m. - 8:30 p.m.

Welcoming Remarks, Dinner, Keynote Speaker TBD, Wilson Ballroom

Friday, October 5


7:30 - 8:15 a.m.

Breakfast - Wilson Ballroom

8:17 - 9:40 a.m

Investment Pitch Showcase: Attending Undergraduate participants will pitch a stock (4 students per team, juniors, seniors and exceptional sophomores). Resume books will be distributed to attending recruiters.  Chase and Madison Rooms

9:50 - 10:50 a.m

Informational Session, "What makes a great investment pitch?"  Chase Room

11:00 a.m. - 12:15 p.m.

WIN Round Robin Speed Networking Session -  students will have an opportunity to rotate through tables networking with firm-specific representatives at each table. 4 Rotations of 15 minutes.  Wilson Ballroom

12:45 p.m. - 2:00 p.m.

Capital Group Luncheon Panel Keynote; A Career in Investment Management: Multiple Paths and Perspectives, Wilson Ballroom

2:10 p.m. - 3:10 p.m.

Panel Session 1, Chase Room
How to Recruit Successfully in Equity Research/Investment Management.  This session will feature a discussion on best practices to be successful in the equity research/investment management job search and interview process

3:20 p.m. - 4:20 p.m.

Panel Session 2, Chase 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.