Neeley Fellows | Roadmap to Careers in Financial Services

Roadmap to Careers in Financial Services
Friday, March 4, 2011
Brown-Lupton University Union

8:45 am

Welcome

Masters of Ceremonies:
Erik Yohe, UBS
Lauren Farrelly, Prudential
Capital Group ’11

Bill Moncrief, Neeley School of Business
Brian Crumley, LKCM
Ballroom
9:00 am Discussion Panel:
Overview of Career Paths in
Financial Services

Moderator: : Brian Crumley, LKCM
Tom Hutchins, UBS
Andrew Flahive, Goldman Sachs
Corey Horsch, LKCM
Chris Kelleher, Dawson Capital Management
Ryan Foley, Stone Point Capital
Sebastian Iannariello, George Weiss 
Associcates
Ballroom
10:30 am Breakout Sessions:    
  “Building Your Story:
Marketing yourself to a potential employer”
Kara Scarbrough, Credit Suisse
Erik Yohe, UBS
Charles Bauer, Encap Investments
Jon Ernst, Jefferies
Miller
  “Wall Street Debrief or Best
Practices in the Workplace”
Lori Lancaster, Nomura
Jim Spencer, UBS
Max Harris, Barclays Capital '11 
Justin LaPoten, Bank of America
Merrill Lynch '11
Zeidman
  "Charter Financial Analyst Exam"  Dr. Larry Lockwood, Neeley School
of Business 
Westin McEntire, JP Morgan
Trey Schorgl, Credit Suisse
Hillel
11:45 am Keynote Speakers / Lunch Lori Lancaster, Nomura
Jim Spencer, UBS 
Ballroom
1:15 pm Break    
1:30 pm Behavioral Interview Simulation Ryan Foley, Stone Point Capital 
Lori Lancaster, Nomura
Gregg Vickers, Credit Suisse Intern '11
Ballroom
2:45 pm Break    
3:00 pm  Breakout Sessions:    
  “Building a Technical Foundation:
What you really need to know in
an interview”
Ryan Foley, Stone Point Capital
Kyle Mitts, Lone Star Funds
George Coultress, Southwest Securities
Miller
  "How to Prepare & Network" Walker Moody, Tudor Pickering Holt
Rob Staky, Stephens, Inc.
Jason Hartman, Prudential Capital Group
Tom Hutchins, UBS
Hillel
  "Wall Street Boot Camp
For Neeley Fellow Sophomores"
Spencer Finch, Nomura '11 
Max Harris, Barclays Capital '11 
Jarrod Cox, Stephens, Inc.
Bobby Tanev, Kleinheinz Capital Partners
Jacob Broom, Bank of America Merrill Lynch
Intern ’11
Zeidman
4:15 pm Networking Reception   Gallery


* Neeley Finance & Business Students:

  • Cost is $20 per person
  • Attendance is by invitation only
  • If you did not receive an invitation, please inquire with Lisa Kruczynski at l.kruczynski@tcu.edu   
  • Pre-registration is required

* Finance Professionals and TCU Supporters:

  • Please join us for the networking reception at no cost.
  • Please RSVP to  Lisa Kruczynski at l.kruczynski@tcu.edu

Sponsors:

LKCM Center for Financial Studies Neeley Fellows
Alcon Career Center EIF Logo