Wall Street Prep Fixed Income

[Muriel Pelley]

TheWisconsin School of Business is a participant in the CFA Institute University Affiliation Program, which ensures that our curriculum is closely tied to professional practice and is helpful to students preparing for CFA Program exams.

In addition to the courses listed here, the curriculum also incorporates electives in finance and accounting, including topics such as raising capital, mergers and acquisitions, entrepreneurial finance, multinational finance, valuation, financial statement analysis, and more.

As a Chartered Financial Analyst (CFA) Program partner, the Wisconsin School of Business integrates at least 70 percent of the CFA certification program content into the curriculum. The three-year CFA certification exam program is the standard accreditation of the financial and investment industry, and the applied security specialization in the Wisconsin MBA Program will prepare you for exam day from your very first semester.

Manage more than $25 million of equities and fixed-income assets in the second-year specialization capstoneLearn from financial professionals the keys to assessing the quality of corporate business models, weighing risks and opportunities, and applying valuation methodologies to security holdingsApply what you learn in the classroom to real business decisions, supported by alumni and successful industry leaders, as with a recent applied learning session in which students presented an action plan for increasing portfolio performance to a practicing fund managerGain proficiency with industry tools investment professionals rely upon, including Bloomberg Terminals, Morningstar financial data, Sustainalytics, and FactSet Analytics

Jason serves the center as a member of the Hawk Fixed Income Portfolio Advisory Board. He is an experienced investor focused on identification and analysis of and investment in undervalued securities. Jason regularly directs interns to Northwestern Mutual.

Edwards brings more than twenty years of investment management experience to the program, using his background in equity management and research to prepare the next leaders in the field. He guides first year students in the management of equity portfolios. Edwards is a Wisconsin School of Business alumnus and has managed equity portfolios at firms like BlackRock and Baird, most recently serving as a senior analyst at a boutique hedge fund.

Hill provides valuable perspective as she shares extensive industry experience supervising student management of fixed-income portfolios. A program alumna who has served on the advisory board, Hill started her career as a credit analyst for Liberty Mutual, rising to senior positions in fixed income credit research, most recently as partner and head of global credit research at Napier Park Global Capital.

Events posted are open to ALL STUDENTS regardless of college, program, or level unless otherwise specified. Our Funds Enterprise "Lunch & Learn" series also welcomes interested faculty and staff at the University to register and join us.

About the Event:

Explore the significant environmental and human rights impacts of the fashion industry, generating $1.7 to $2.5 trillion in revenue annually. Join this two-part event on Tuesday, September 26, hosted by the Advancing Climate Solutions. Now. fund at the Humphrey School of Public Affairs, the Human Rights Center at the Law School, and the David S. Kidwell Funds Enterprise at the Carlson School of Management.

Join us for a day-long sewing activation, examining the origins of clothing, deconstructing old garments, and learning to sew (no experience necessary). No registration is required, feel welcome to drop in any time between 10 and 4.

Join us for a panel debrief and discussion on the climate and human rights impacts of the textile and fashion supply chain. Consider how ignoring the full costs of these externalities distorts business decisions. Reception to follow.

About the Event:

CFE is hosting the second annual ESG Case Competition, sponsored by Allianz Investment Management (AIM). Students will present their research and recommendations based on a case about a large local firm and its strategy for reducing Scope 3 carbon emissions.

The Climate Action Simulation co-hosted by Institute on the Environment and Funds Enterprise this year is a highly interactive, role-playing game for groups to explore the different stakeholders and solutions that need to come together to act on Climate Change. This year the simulation will focus on negotiating a set of policy initiatives that limit global temperature rises to 1.5 degrees

This game is a fun format for large groups to explore climate change solutions and see what it would really take to address this global challenge. The Climate Action Simulation was co-developed by Climate Interactive, the MIT Sloan Sustainability Initiative, and the UMass Lowell Climate Change Initiative

This intensive 1-day seminar will be led by former investment bankers with applied expertise in corporate valuation modeling methodologies and provides a great opportunity for students to prepare for technical finance interviews.

Who should attend? This seminar is for all students pursuing positions in investment banking, corporate finance, private equity, portfolio management, business development, capital markets, and equity & credit research.

Punch & Associates is an employee-owned wealth planning and investment firm with a strong history of delivering a high level of client service, expert advice, and exceptional investment performance. They offer services to a select group of families and family offices of substantial wealth. The team is looking hire interns from the University of Minnesota and will be doing a presentation to discuss their strategies and business.

The chief speaker Sam Sheldon joined Punch & Associates as an intern in June of 2016, while attending the University of St. Thomas. After graduating in May of 2018 with a B.A. in Financial Management, he joined the team full-time as a research analyst working on the trading desk

Jenny Lefcourt, partner at venture capital firm Freestyle, joins Barron's to talk about increasing the money going to female founders and growing the ranks of female check-writers through AllRaise, lessons learned launching WeddingChannel.com and the latest trends in early-stage investing.

There are two types of events: "In the Headlines" which feature hot topics in the news analyzed by a market specialist, and "Learn the Terminal" which show how a market participant uses the Terminal on a daily basis.

All student webinars:

There's a lot of information out there when it comes to cryptocurrency. Come with your questions ready and prepare for an engaging session on bitcoin, blockchain, and everything in between. There will be a live Q&A session at the end of the session, where you can ask questions about cryptocurrency, our speakers' career journeys, or anything else finance-related.

You may submit resumes in advance regarding the internship to Anne Hilborn (ami...@umn.edu). The specific internship to be shared is intended for graduate-level candidates, however, this event is open to ALL STUDENTS.

The four Carlson School Enterprise Programs select undergraduate students each year to work with MBA students in small teams to address the real-world challenges of client businesses which expect real-world results. It's an in-depth professional and transformational experience that few business schools offer. Opportunities are available for undergrads in the Brands Enterprise, Consulting Enterprise, Funds Enterprise, and Ventures Enterprise. Attend this information session to hear from program directors and students in all four Enterprise Programs. Lunch will be provided.

Alejandro is a Latino start-up founder turned venture capitalist who is still a founder at heart. He invests in seed and pre-seed business software startups. Act One Ventures, invests in business software focused on vertical SaaS, e-commerce infrastructure, fintech and marketplaces at the seed and pre seed stage. At our firm we believe in community and diversity. Our community is a diverse and dynamic group of experienced entrepreneurs and executives who are eager to advise and mentor our founders with practical, meaningful advice and connections that lead to revenue. Across our funds 70% of our portfolio companies are founded by women and people of color.

In the Summer of 2020 after the murder of George Floyd, Alejandro created and launched in partnership with 10 VC firms the term sheet Diversity Rider for cap table representation. The Diversity Rider is a call to action focused on increasing opportunities and access to wealth in venture capital and startups for underrepresented communities such as Black, LatinX, female, and LGBTQ+. Firms adopting the rider language pledge to bring folks from these communities into deals as co-investors, thereby instantly increasing diversity at the core of the deal-making process. We are now at 50+ VC firms who have signed up to the movement.

The Funds Enterprise is hosting a recruiting information session for MS of Finance and Undergraduate students interested in joining the Funds Enterprise as research analysts (academic credit course) this upcoming year (starting Spring 2022). This session will be targeted at MSF and UG students, however, Part-Time MBA students are also welcome to attend or request the recording. The application deadline for Spring 2022 is Monday, October 18th. Our application is online via our website (navigate given your academic program via our JOIN US webpage).

This session will be virtual via Zoom and recorded for those who cannot attend synchronously. The recording will be sent to all who register - so please be sure to still register if you are interested but have a scheduling conflict. There will be time for Q&A. Please spread the word to any friends/peers who may be interested - all are welcome!

3a8082e126