Engage® Undergraduate Investment Conference

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

Register

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

    JOHN ROGERS

    Chairman and CEO, Ariel Investments

  • Steve Liesman

    Senior Economics Reporter, CNBC

    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.
JOHN ROGERS
Chairman and CEO, Ariel Investments
John W. Rogers, Jr. is Founder, Chairman, Chief Executive Officer and Chief Investment Officer of Ariel Investments. Headquartered in Chicago, the firm offers six no-load mutual funds for individual investors and defined contribution plans as well as separately managed accounts for institutions and high net worth individuals. After working for 2½ years as a stockbroker at William Blair & Company, LLC, John founded Ariel Investments in 1983 to focus on undervalued small and medium-sized companies. Patience served as the cornerstone of a disciplined approach that still drives the firm today. John’s passion for investing started when he was 12 years old when his father bought him stocks, instead of toys, for every birthday and Christmas. His interest grew while majoring in Economics at Princeton University. In addition to following stocks as a college student, John also played basketball under Hall of Fame coach Pete Carril. He was captain of Princeton’s Varsity Basketball Team his senior year. There, Carril’s courtside lessons on teamwork profoundly shaped his views of entrepreneurship and investing. Early in his career, John’s investment expertise brought him to the forefront of media attention, including being selected as Co-Mutual Fund Manager of the Year by Sylvia Porter’s Personal Finance magazine as well as an All-Star Mutual Fund Manager by USA TODAY. Furthermore, he has been highlighted alongside legendary investors Warren Buffett, Sir John Templeton and Ben Graham in the distinguished book: The World’s 99 Greatest Investors by Magnus Angenfelt. Today, he is regularly featured and quoted in a wide variety of broadcast and print publications and is a contributing columnist to Forbes. Beyond Ariel, John is a board member of Exelon, McDonald’s, The New York Times Company and serves as trustee to the University of Chicago. Additionally, he is a trustee of Rush University Medical Center and a life trustee of the Chicago Symphony Orchestra. Nationally, John is a member of the American Academy of Arts and Sciences, and a director of the Robert F. Kennedy Center for Justice and Human Rights. In 2008, John was awarded Princeton University’s highest honor, the Woodrow Wilson Award, presented each year to the alumni whose career embodies a commitment to national service. Following the election of President Barack Obama, he served as co-chair for the Presidential Inaugural Committee 2009, and more recently, he joined the Barack Obama Foundation’s Board of Directors.
Steve Liesman
Senior Economics Reporter, CNBC
As CNBC's senior economics reporter, Steve Liesman reports on all aspects of the economy, including the Federal Reserve and major economic indicators. He appears on "Squawk Box" (M-F, 6AM-9AM ET), as well as other CNBC programs throughout the business day. Liesman joined CNBC from The Wall Street Journal where he served as a senior economics reporter covering monetary policy, international economics, academic research and productivity. At the Journal, Liesman previously worked as an energy reporter, and Moscow bureau chief. He won an Emmy for his coverage of the financial crisis and was a member of the reporting team recognized with a Pulitzer Prize for stories chronicling the crash of the Russian financial markets. Prior to joining the Journal in 1994, Liesman was the business editor for The Moscow Times, where, as the founding business editor for the country's first English-language daily newspaper, he helped create the publication's stock index, which was the country's first. Liesman also has worked as a business reporter for both the St. Petersburg Times in St. Petersburg, Fla., and The Sarasota Herald-Tribune in Sarasota, Fla. Liesman holds an M.S. from Columbia University Graduate School of Journalism and a B.A. in English from the State University of New York, Buffalo. Follow Steve Liesman on Twitter @steveliesman.
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.

Media Inquiries

media@umichuic.com

Sponsorship Inquiries

sponsors@umichuic.com

General Inquiries

uicdirector@umichuic.com

Sign up for updates!