Agenda

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

(Hotel check-in time is 3:00 p.m. and check-out is at 12:00 p.m.)

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, Fidelity Investments Keynote Speaker: Ramona Persaud, Portfolio Manager.  Wilson Ballroom

Friday, October 5


7:00 - 8:00 a.m.

Breakfast - Wilson Ballroom

8:00 - 9:23 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

9:35 - 10:30 a.m

Panel Session 1, Chase Room
What makes a great investment pitch?

10:40 a.m. - 12:30 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. 10 Rotations of 10 minutes.  Wilson Ballroom

1:00 p.m. - 2:15 p.m.

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

2:20 p.m. - 3:20 p.m.

Panel Session 1, Chase Room

Research/Investing, Sales & Trading, and Client Facing Roles on the Buyside and Sellside


3:30 p.m. - 4:30 p.m.

Panel Session 2, Chase Room
How to Recruit Successfully in Research/Investment Management and Related Roles: What Companies Look For