UIC 17
November 1 at the University of Michigan
9:45am-10:45am - David Kaplan Keynote Moderated by Navid Mahmoodzadegan
11:00am-12:00 - Jeffrey Perlman Keynote
1:45pm-2:30pm - Rosenbaum & Pearl Lunchtime Chat
2:45pm-3:30pm - Equities Panel: Matthew Russman, Akir Gutierrez, and Pat Goel
3:45pm-4:30pm - Michael Gatto Case Study Teach In
Featured Speakers
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David Kaplan
Co-Founder of Ares Management
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Jeffrey Perlman
CEO of Warburg Pincus
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Michael Gatto
Partner at Silver Point, Author of "The Credit Investor's Handbook"
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Navid Mahmoodzadegan
Co-Founder & Co-President of Moelis
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Pat Goel
Analyst at Dodge and Cox
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Matthew Russman
Analyst Coach, L/S Equity at P72
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Akir Gutierrez
Director of Research at Susquehanna International Group
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Joshua Rosenbaum
Global Head of Industrials at RBC
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Joshua Pearl
Founder & CIO at Hickory Lane
Corporate Sponsors & Partners
Previous Schools In Attendance
Stock Pitch Competition Details
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Each team of 2-4 members will pitch an equity, long or short. Stocks are to come from the universe of companies with market capitalizations above $500 million and share prices above $2 as of the close of regular trading on date of submission. Selections must be a stock (common or preferred), including ADRs and GDRs. Pair trades are acceptable as long as each security would be eligible on its own. ETFs, ETNs, Closed-End Funds, and other exchange-traded securities, including derivatives (options/futures) and currencies, will not be eligible for the competition. Additionally, equities must have a three month average daily volume of at least 100,000 shares and must trade on the NASDAQ, NYSE, or NYSE AMEX (no OTCBB or PinkSheets). The opportunity will be evaluated as a long or short position with a three to twelve month investment horizon.
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Each team must submit a one-pager here highlighting their idea by October 14th at 11:59pm. Submissions should be written in Times New Roman 12pt font with one-inch margins and in submitted in PDF format. These one-pagers will be evaluated on a rolling basis, so we recommend teams submit their pitch for consideration as soon as possible after identifying an idea they are excited about.
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Invitations to the first round of the ENGAGE UIC 17 Stock Pitch Competition will be sent out in coming months by email and teams will have a limited time to confirm their attendance, and have each member of the team purchase a conference ticket. Teams invited to the UIC 17 First Round will pitch their idea to a panel of judges on the day of the conference, November 1, 2024, and select teams will pitch their idea to the entire conference later that day.
To get in touch with the conference leadership directly, contact uicdirectors@umich.edu