Engage® Undergraduate Investment Conference

Ross School of Business / October 20-22 2017
Presented by The Kudla Foundation


About the Event

Michigan Interactive Investments hosts the annual ENGAGE® Undergraduate Investment Conference at the Ross School of Business each fall. ENGAGE® UIC will be held this year on Friday, October 20, 2017 through Sunday, October 22, 2017. 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.

Sponsored by



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



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

2017 Keynote Panel


    Founder, Miller Value Partners


    Founder, CEO, CIO, Mainstay Capital Management


    President, Ariel Investments


    Chief Global Investment Strategist, Charles Schwab


    Chief Fixed Income Strategist, BlackRock


Below is the official agenda for the 2017 ENGAGE Undergraduate Investment Conference.

October 20, 2017
Sign In & Coffee Networking
Venue: Ross School of Business Winter Garden

Receive your ticket, conference brochures/gifts, and get ready for the largest Undergraduate Investment Conference in the United States.

Welcome Address
Venue: Robertson Auditorium

Meet the conference hosts and hear about all of the awesome speakers and amazing events that will take place throughout the weekend.

Women in Investing Panel
Venue: Robertson Auditorium

The 2017 ENGAGE UIC will kick off by having some of the top female investors in the world share their perspective on the market and industry.

Structured Products Teach-In
Adam Zotkow - Global Head of Structured Product Sales, Goldman Sachs
Venue: Blau Hall Room 1580

We welcome all student attendees to join us in learning in a unique teach-in session led by Goldman Sachs' Head of Structured Products, Adam Zotkow.

Professionals-only Networking
Robertson Auditorium
Venue: Weiser Dining Room in the Ross School of Business

Venue: Ross Winter Garden

Please join us in the Winter Garden for a catered lunch.

Kudla Foundation Keynote Panel
Mellody Hobson, Jeffrey Kleintop, Bill Miller, Jeffrey Rosenberg, and David Kudla (Moderator)
Venue: Robertson Auditorium

This panel, moderated by David Kudla, is bound to be one of the most exciting speaking events throughout the conference featuring legendary value investor Bill Miller, noted mutual fund manager Mellody Hobson, and investment strategists Jeffrey Kleintop and Jeffrey Rosenberg.

Distressed Investing Panel
Marshall Merriman and James Sprayregen
Venue: Robertson Auditorium

Interested in distressed investing? This is the perfect panel for you! You will hear from a panel of experts on the ins and outs of the distressed debt industry. This panel features both legal and financial advisors and investors.

Point72 Keynote
Jaimi Goodfriend
Venue: Robertson Auditorium

Join the Director of Point72 Academy, Jaimi Goodfriend, for an engaging conversation on the financial markets, opportunities for undergraduates, and many other interesting and prominent topics.

Fireside Chat with Moelis Leadership: Navid Mahmoodzadegan
Navid Mahmoodzadegan - Co-founder and President, Moelis & Co.
Venue: Robertson Auditorium

Navid Mahmoodzadegan, Co-Founder and President of Moelis & Co. will discuss his perspective on the markets.

Dinner Reception
Venue: Michigan Stadium

This is your chance to throw a touchdown, as the UIC host an evening reception at The Big House. Enjoy networking over dinner and also get a chance to spend time on the field at the biggest stadium in the country. *Note: this event is open to stock pitch competition teams, sponsors, speakers, judges, and invited guests.

October 21, 2017
Sign In and Coffee Networking
Venue: Ross School of Business Winter Garden

Fireside Chat with Lyrical Founder Andrew Wellington
Andrew Wellington - Co-founder and CIO
Venue: Robertson Auditorium

Stock Pitch Competition Round 1
Venue: Ross School of Business

“What is the Stock Market Telling Us about the Future?” With Susquehanna International Group
Susquehanna International Group
Venue: Robertson Auditorium

Join the SIG team in an interactive session where you will have the opportunity to talk with industry experts on what is going on with the financial markets around the world. Are we approaching another correction? This is your chance to discuss!

Launching your Fund Panel
Brian Hermelin, David Nyren, and Kevin Prokop
Venue: Robertson Auditorium

This unique panel will offer you an inside look at how you can develop your career as an investor from a number of different angles. Brian Hermelin and Kevin Prokop will discuss their perspectives on starting your own investment fund, and take the angle of private equity investors. David Nyren will bring a unique perspective on how funds go about raising capital as the founder of AMD Capital.

Announcement of Final Round Stock Pitch Teams

Results from the first round of the stock pitch competition will be revealed as well as reminders for Sunday’s programming.

Dinner Reception
Venue: TBA

Break bread with some of the brightest minds in finance and forge connections that will last beyond the scope of the conference.

Cocktail Hour
Venue: TBA

Enjoy the nightlife of Ann Arbor and unwind from a full day at UIC.

October 22, 2017
Coffee Networking & Sign in
Venue: Ross School of Business

Get started for the final day of the conference.

Final Round Judges Panel
Venue: Robertson Auditorium

Stock Pitch Competition Final Round
Venue: Robertson Auditorium

Listen to the final five teams compete for first, while being judged by world-class investors.

Closing Remarks
Venue: Robertson Audtiroium

Brief capstone of the conference and closing comments by the organizers.


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

Media Inquiries


Sponsorship Inquiries


General Inquiries


Sign up for updates!