Agenda

November 21-22, 2019, Boston

Pre-conference interviews will be held November 21.  Participants notified of location.

Thursday, November 21

2:15 p.m. – 3:25 p.m.  – 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. 5 rotations of 14 minutes. (Conference registration/ hotel check-in from 2:30-3:30 p.m.)

3:30 P.M. – 3:45 P.M. – Break

3:50 p.m. – 5:00 p.m.  – WIN Round Robin 2 – 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. 5 rotations of 14 minutes.

5:15 p.m. – 6:30 p.m.

6:30 p.m. – 8:30 p.m.  – Welcoming Remarks, Dinner – Keynote: Pam Holding, Co-head of Fidelity Investments’ Equity Division, Fidelity Investments

Friday, November 22

7:00 – 8:00 a.m.  – Keynote Breakfast, Ivy Investments Panel

8:15 -9:38 a.m.  – 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

9:40 – 10:00 a.m. – Judges’ Feedback Session
To all teams in their respective rooms.

10:05 – 11:05 a.m. – Concurrent Sessions 1

Session A 
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 
How I Generate Investment Ideas: This panel will provide perspectives on how to generate investment ideas.

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

Session A 
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 
Investing in International Markets: Opportunities, Challenges, and Outlook.  This panel will discuss what factors to consider when investing in international markets, how their firm approaches the process and what opportunities and challenges exist in international investing.

12:15 – 1:30 p.m.  – 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. – 3:14 p.m. –  – WIN Round Robin 3 – 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. 5 Rotations of 14 minutes.

3:15 p.m. – 3:30 p.m. – Break

3:35 p.m. – 4:30 p.m. –  WIN Round Robin 4 – 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. 5 Rotations of 14 minutes.