Engage® Undergraduate Investment Conference

PRESENTED BY THE DAVID KUDLA FOUNDATION
OCT. 12-14, 2018

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About the Event



Michigan Interactive Investments hosts the annual ENGAGE® Undergraduate Investment Conference at the Ross School of Business each fall. ENGAGE® The UIC promotes interaction between students from across the country and some of the most experienced professionals in the financial services industry. The conference revolves around a student stock pitch competition and a slate of keynote speeches and panels.


2017 Engage Undergraduate Investment Conference Recap

Check out some of the highlights of the 2017 Engage Undergraduate Investment Conference!

Posted by Michigan Interactive Investments on Monday, February 19, 2018

15+

SPEAKERS

The UIC is regularly attended by dozens of luminaries from the hedge fund and private equity industries.

1000+

STUDENTS

Have participated in the UIC and gained valuable exposure to the buy-side.

2018 Speakers


  • LIZ ANN SONDERS

    Chief Investment Strategist, Charles Schwab & Co.

    ROBERT DOLL

    Chief Equity Strategist, Nuveen Asset Management

    BILL MILLER

    Founder, Miller Value Partners

    STEPHANIE LINK

    Managing Director - Equity Investments, TIAA Global Asset Management

    CHARLES EVANS

    President, Federal Reserve Bank of Chicago

    DAVID KUDLA

    Founder, CEO, CIO, Mainstay Capital Management

LIZ ANN SONDERS
Chief Investment Strategist, Charles Schwab & Co.
ROBERT DOLL
Chief Equity Strategist, Nuveen Asset Management
BILL MILLER
Founder, Miller Value Partners
Bill Miller is the Chairman and Chief Investment Officer of Miller Value Partners, LLC and is the Portfolio Manager for MVP1, LP. During his tenure as sole manager of the Legg Mason Value Trust, its performance exceeded its S&P 500 benchmark index for 15 consecutive years1. He was named Fund Manager of the Year in 1998 by Morningstar2, The Greatest Money Manager of the 1990s by Money Magazine, selected as Fund Manager of the Decade by Morningstar.com, was named by Barron’s to its All-Century Investment Team (1999), and received the Sauren Golden Award in 2015. Bill was the director of research for Legg Mason from October 1981 through June 1985, and assumed overall responsibility for Legg Mason’s equity funds management division in 1990. Prior to joining Legg Mason in 1981, he served as treasurer of the JE Baker Company, a major manufacturer of products for the steel and cement industries. Bill earned his economics degree from Washington and Lee University where he graduated with honors in 1972. Subsequent to graduation, he served as a military intelligence officer overseas and then pursued graduate studies in philosophy in the PhD program at The Johns Hopkins University. He received his CFA designation in 1986. Mr. Miller is Chairman Emeritus of the Board of Trustees of the Santa Fe Institute where he served as chairman from 2005 to 2009. The Santa Fe Institute is one of the world’s leading scientific research laboratories, conducting multidisciplinary research in complex systems theory.   1Legg Mason Value Trust-Class C beat the S&P 500 on an annual basis from 1990-2005. Bill Miller no longer manages the fund. 2Moringstar’s Award for “Domestic Equity Fund Manager of the Year 1988” recognizes portfolio managers who demonstrate excellent investment skill, the courage to differ from consensus, and the commitment to shareholders necessary to deliver outstanding long-term performance.
STEPHANIE LINK
Managing Director - Equity Investments, TIAA Global Asset Management
CHARLES EVANS
President, Federal Reserve Bank of Chicago
Charles L. Evans took office on September 1, 2007, as the ninth president and chief executive officer of the Seventh District Federal Reserve Bank, at Chicago. In 2018, he serves as an alternate voting member of the Federal Open Market Committee.
Before becoming president, Dr. Evans was director of research and a senior vice president at the Chicago Fed. In that capacity he oversaw the Bank's research in monetary policy, banking and financial markets, and regional economics. In addition, he had supervisory responsibility for the Bank's Consumer and Community Affairs unit and the Public Affairs Department. Dr. Evans also served as an associate economist on the FOMC. Prior to his appointment as research director, Dr. Evans was a vice president and senior economist in the Economic Research Department with responsibility for the macroeconomics research group. His research has focused on measuring the effects of monetary policy on U.S. economic activity, inflation, and financial market prices. His research has been published in the Journal of Political Economy, American Economic Review, Journal of Monetary Economics, Quarterly Journal of Economics, and the Handbook of Macroeconomics. Dr. Evans has taught at the University of Chicago and the University of Michigan. Prior to joining the Chicago Fed in 1991, he was an assistant professor of economics at the University of South Carolina. Dr. Evans received a B.A. in economics from the University of Virginia and a Ph.D. in economics from Carnegie-Mellon University in Pittsburgh. He is married and has two children.
DAVID KUDLA
Founder, CEO, CIO, Mainstay Capital Management
David Kudla is founder, CEO and chief investment strategist of Mainstay Capital Management, LLC. He has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past eight years, and in the top 25 for the past three years. Kudla is a contributing writer for Dow Jones and Forbes. He regularly speaks at national conferences, publishes articles about retirement planning and investing, and advises thousands of workplace savings plan participants. He regularly appears on Bloomberg, CNBC, Fox Business and other networks, and is frequently quoted in the financial press. Kudla has earned his certificate in financial planning and two postgraduate degrees, including a master's in management at Stanford University. He is an adjunct professor, serves on several university advisory councils, and sponsors student-managed portfolios and conferences.

Contact


To get in touch with the organizers, please feel free to reach out over email.

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sponsors@umichuic.com

General Inquiries

uicdirector@umichuic.com

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