Previous Meetings & Events:
Fall 2013:
MEET-AND-GREET WITH DAVID STELSEL
Friday, September 6, 2013
Financial Analyst David Stelsel of Valeo Financial Advisors spoke with us about the difference between broker-dealer financial advisors and Registered Investment Advisors (RIAs), how to prepare for the CFA exam, and how to prepare for a career in the financial advising industry.
In attendance: Evan Davies, Brian Malone, Nikhil Rao, Eric Sterrett, Junjie Tian, and guests
Spring 2013:
40|86 ADVISORS MEET-AND-GREET
February 1, 2013
Two members of 40|86 Advisors from Carmel, IN, Richard Burke and Karma Smith, spoke to members about investment management, fixed-income securities, and other related topics. Mr. Burke informed attendees of the fast-paced environment of 40|86 and the nature of managing large amounts of assets for policyholders. Ms. Smith outlined the internship and full-time opportunities currently being offered by 40|86, and attendees were given the chance to engage in one-on-one conversations with both Mr. Burke and Ms. Smith.
In attendance: Jon Nix, Ian Harvey, Prashant Shuklabaidya, Nikhil Rao, Roshan Selladurai
Fall 2012:
TECHPOINT | A CONVERSATION WITH JIM JAY
December 7, 2012
In the PNC Bank Room of the Campus Center, the club hosted Jim Jay, former President and CEO of Techpoint. Techpoint is an organization in Indianapolis with an initiative to accelerate Indiana’s emerging and vibrant tech sector. In his discussion, Mr. Jay described his role in Techpoint and the Halo Capital VC group as well as his current role in San Diego-based Vinculum Communications and his turnaround strategy for the company.
In attendance: Jim Plew, Jon Nix, Ajay Bohra, Mitch Aulds-Stier, Travis Gwyn, Ian Harvey
In attendance: Jim Plew, Jon Nix, Ajay Bohra, Mitch Aulds-Stier, Travis Gwyn, Ian Harvey
HKW TOUR
October 30, 2012
The club traveled to the headquarters of PE firm Hammond, Kennedy, Whitney to meet with Ted Kramer, Partner of Deal Generation. Mr. Kramer discussed his role in HKW and the firm’s deal generation process as well as his career path leading up to private equity after having played professional ice hockey for several years.
In attendance: Jon Nix, Travis Gwyn, Jorge Miralda, Ian Harvey, Ted Kramer
In attendance: Jon Nix, Travis Gwyn, Jorge Miralda, Ian Harvey, Ted Kramer
CID CAPITAL | PRIVATE EQUITY ROUND TABLE WITH JOHN APLIN
October 19, 2012
The club was visited by John Aplin, Managing Partner at CID Capital, a local private equity firm in Indianapolis. In his speech, Mr. Aplin discussed the valuation process as well as his firm’s strategy and vision for the future.
In attendance: John Nix, Mitch Aulds-Stier, Jim Plew, Travis Gwyn, Prashant Shuklabaidya, Jorge Miralda, Ahmet Ugur, Ethan Bell, Nikhil Rao, and guests
In attendance: John Nix, Mitch Aulds-Stier, Jim Plew, Travis Gwyn, Prashant Shuklabaidya, Jorge Miralda, Ahmet Ugur, Ethan Bell, Nikhil Rao, and guests
Spring 2012:
WEALTH MANAGEMENT DISCUSSION: DAVID RAABE
March 27, 2012
The club hosted David Raabe, Senior Vice President at Raymond James, to discuss his experiences in private wealth management. An IU and Northwester grad, Mr. Raabe shared his insights into banking and asset management and the importance of effective networking.
In attendance: Jim Plew, Chris Huff, Ajay Bohra, Ken Carow, David Steele, Robert Medaris, Mitch Aulds-Stier, Thom Flynn
In attendance: Jim Plew, Chris Huff, Ajay Bohra, Ken Carow, David Steele, Robert Medaris, Mitch Aulds-Stier, Thom Flynn
BLOOMBERG TERMINAL SEMINAR
March 8, 2012
To kick off the second year, members were given an informational seminar on the new Bloomberg software available in the University Library. Hosted by Kelley librarian and Bloomberg expert Katie Emery, the seminar covered account setup, basic and advanced functions, the certification process, and both academic and professional research methodologies.
In attendance: Jim Plew, Chris Huff, Ajay Bohra, Thom Flynn, and guests
In attendance: Jim Plew, Chris Huff, Ajay Bohra, Thom Flynn, and guests
Fall 2011:
MONUMENT CAPITAL PRIVATE EQUITY PRESENTATION
November 18th, 2011
In the second company tour, the club was hosted by Larry Wechter and Joe Schaffer of Monument Capital. At the 45th floor of the Chase Tower, members were given a formal presentation about the private equity firm’s strategy and operations followed by a Q&A session with the two managing partners.
In attendance: Jim Plew, Chris Huff, Jon Nix, Corey Stasen, Travis Gwyn, Mitch Aulds-Stier, Robert Medaris
In attendance: Jim Plew, Chris Huff, Jon Nix, Corey Stasen, Travis Gwyn, Mitch Aulds-Stier, Robert Medaris
REAL ESTATE INVESTING SEMINAR: TOM EGGLESTON
October 28, 2011
The club hosted Tom Eggleston, a serial entrepreneur and former CEO of CP Morgan, to discuss his experiences and his perspective on the application of investing principles to real estate markets. Throughout the seminar, Mr. Eggleston included insights into the future of real estate and ways to prepare for a career in this field.
In attendance: Jim Plew, Chris Huff, Jon Nix, Corey Stasen, Travis Gwyn, Thom Flynn, Jeff Laski, Mitch Aulds-Stier, Ajay Bohra
In attendance: Jim Plew, Chris Huff, Jon Nix, Corey Stasen, Travis Gwyn, Thom Flynn, Jeff Laski, Mitch Aulds-Stier, Ajay Bohra
PATTON FUNDS: HEDGE FUND STRATEGY PRESENTATION
September 29, 2011
The club hosted Mark Patton from Patton Fund Management to discuss the history of his fund and the software he uses to analyze risk. In addition, Mr. Patton explained different hedging strategies and how his firm has adapted to changes in regulation and the economy.
In attendance: Jim Plew, Chris Huff, Jon Nix, Corey Stasen, Emily Pointer, Travis Gwyn, Ajay Bohra, Nisreen Yasin, Thom Flynn, Mitch Aulds-Stier, Alex Buening, Steven Drabick, Robert Medaris, Roshan Selladurai
In attendance: Jim Plew, Chris Huff, Jon Nix, Corey Stasen, Emily Pointer, Travis Gwyn, Ajay Bohra, Nisreen Yasin, Thom Flynn, Mitch Aulds-Stier, Alex Buening, Steven Drabick, Robert Medaris, Roshan Selladurai
Spring 2011:
IU TRADING ROOM TOUR & CFA PRESENTATION
March 25, 2011
Capital Investment Club members toured the trading room at the IU Kelley School of Business in Bloomington. Run by the Investment Management Academy, the IU trading room is used by MBA students to study, watch market news, research, and trade stocks. Members were given a tour of the Bloomberg terminal software before sitting in on a presentation about the CFA certification.
In attendance: Jim Plew, Chris Huff, Corey Stasen, Jon Nix, Emily Pointer, Benjamin Wentworth
In attendance: Jim Plew, Chris Huff, Corey Stasen, Jon Nix, Emily Pointer, Benjamin Wentworth
MERRILL LYNCH TOUR
February 25, 2011
The first club-hosted company tour. Members toured the Merrill Lynch offices in Indianapolis and met with senior financial advisors, John Bradburn and Blair Snead, for Q&A sessions.
In attendance: Jim Plew, Chris Huff, Corey Stasen, Jon Nix, Benjamin Wentworth, Emily Pointer, Cal Meyer, Kyle Kostecka
In attendance: Jim Plew, Chris Huff, Corey Stasen, Jon Nix, Benjamin Wentworth, Emily Pointer, Cal Meyer, Kyle Kostecka
CALL-OUT MEETING
February 21, 2011
Th Capital Investment Club hosted its first call-out meeting. The purpose of this event was to network with and recruit prospective members. At this meeting, board members gave a brief presentation and met individually with attendees to gain an understanding of membership interests.
In attendance: David Steele, Ken Carow, Jim Plew, Chris Huff, Corey Stasen, Jon Nix, Gagan Dhillon, Benjamin Wentworth, Cal Meyer, Kyle Kostecka, Greg Keyler, Ryan Wojcik, Ryan Braun, Modasser Javid, Tonya Rasdale, Jason Walsman, Nathan Conner, Matt Lybarger
In attendance: David Steele, Ken Carow, Jim Plew, Chris Huff, Corey Stasen, Jon Nix, Gagan Dhillon, Benjamin Wentworth, Cal Meyer, Kyle Kostecka, Greg Keyler, Ryan Wojcik, Ryan Braun, Modasser Javid, Tonya Rasdale, Jason Walsman, Nathan Conner, Matt Lybarger