Speakers & Workshops
Practitioner-led educational workshops will introduce new investment areas, topics, skills and opportunities. The workshops are open to all students regardless of major or college.
Robert K. Wilmouth Speaker Series
The Robert “Bob” K. Wilmouth Speaker Series provides the platform for students to listen, learn and develop a passion for investing. This lecture series provides a bridge so that students understand both the art and science of investing and continue to meet and learn from those investment professionals that work to ensure that all investing is done with ethics, leadership and integrity. In this way, the series aims to expand the student’s knowledge of what investing can mean and help prepare students to navigate the ever-changing landscape of the investment industry. By bringing in speakers from a variety of asset classes and backgrounds, student’s learning experiences are not confined to just the classroom. This upcoming spring, NDIGI will host the following events in the Jordan Auditorium:
January 30, 2018: What Might the Future of Active Management Look Like with Matt Zenz, Portfolio Manager at Dimensional Fund Advisors
February 6, 2017: A Look into Private Equity with Jimmy Flaherty, Principal at BDT & Company
February 13, 2017: Venture Capital Secrets & How to Evaluate Startup Ideas with Jackson Jhin, Chicago Ventures
February 20, 2017: Let's Talk about Impact Investing with Priya Parrish, Chief Investment Officer at Schwartz Capital
February 27, 2017: Introduction to Credit Investing with Brad Couri, CFI Partners
April 10, 2017: An Introduction to Growth Equity with David George, Principal at General Atlantic
April 17, 2017: How & Why We Use Equity Derivatives with SJ Zaremba, Director, Sales & Marketing at Ross, Jeffrey & Antle
Please note that all these events will be held from 5:30-7:00pm.
VCIC Workshop Participants - Fall 2017
Offered in the fall semester in partnership with the Unleashed Social Ventures Club, Venture Fundamentals serves as excellent preparation for future careers in the innovative venture capital industry. It is the perfect workshop for those who have watched Shark Tank and wondered what it would be like to be the sharks. Additionally, the experience serves as a pathway for future participation in investment competitions at Notre Dame and beyond by providing exposure to investment professionals and actual early-stage venture capital deals. After a selective application process, 20 students will be chosen to take part in the workshop and will work throughout the semester to develop the skills necessary for the venture capital industry. Past students have noted that the workshop “fundamentally changed” their career path.
The workshop takes place in the evenings, and combines traditional-style lectures with case studies. Though students can expect some outside work in order to get the most out of the experience, the workshop itself will meet only seven times throughout the semester. The workshop culminates in a chance to show off new skills in a competition setting. Students will compete first in an internal competition at Notre Dame, after which a team will be selected to represent ND in the regional round of the Venture Capital Investment Competition (VCIC). Last year, NDIGI’s team advanced through regionals and ultimately took home first place at nationals.
Financial Modeling is a two-Saturday noncredit workshop offered in partnership with the Wall Street Club and is designed to teach students vital valuation and financial modeling skills. While similar programs are typically offered at a cost, NDIGI is excited to be able to offer the workshop to students at no cost as part of our mission to provide students with the resources they need for success. In accordance with NDIGI’s emphasis on financial practical experience, this workshop offers students the opportunity to build models of real world financial situations in order to better understand them. Students will receive instruction by Notre Dame alumni currently working in the finance industry. Financial modeling workshop is application only. Please see the following Events for more Information:
- Investment Banking Recruiting Crash Course: Saturday, February 3
- Financial Modeling Workshop: Saturday, February 10 & February 24
Fall 2017 Guest Speakers
- September 12, 2017: Institutional Investing and Portfolio Management with David Landry, Investure
- September 19, 2017: Frontiers in Asset Management with Patrick O'Shaughnessy, O'Shaughnessy Asset Management & Investor's Field Guide
- September 26, 2017: Ethics & Integrity in Investing with Brian Fortune, Holocene Advisors
- October 3, 2017: The Art of Short Selling with Mat Klody, MCN Capital Management
2016-2017 Guest speakers and panels:
Asset Allocation with Cambridge Associates
- Commodity Investing with Ospraie Management
- Distressed Debt with Solus Alternative Asset Management
- Mergers and Acquisitions with Jefferies Group
- Private Equity with Arsenal
- Private Equity with Aspect Investors
- Private Equity with Clayton, Dubilier & Rice
- Private Equity with PJT Partners