Agenda

WIS '27 Agenda will be coming soon. 

 

WIS '26 Agenda

Thursday, February 26, 2026

Location: Jordan Auditorium, Mendoza College of Business

4:55 PM
Introductory Remarks
Patty Brady '00, Cusumano Family Managing Director, NDIGI 

5:00–6:00 PM
Keynote | Breaking into Wall Street
Kristen Kelly, Co-Founder, The Wall Street Skinny
Jen Saarbach, Co-Founder, The Wall Street Skinny

Moderator: Sabrina Curran ’23, Associate, William Blair

Friday, February 27, 2026

Location: Downes Ballroom, Corbett Family Hall, Notre Dame Stadium

7:45 AM
Doors Open
Continental breakfast available

8:25–8:30 AM
Welcome & Introduction
Jim Parsons '96, CEO and CIO, Junto Capital Management LP

8:30–9:15 AM
Keynote | Wealth Management: Micro and Macro Lessons from a Senior Leader
Meena Flynn, Co-Head of Global Private Wealth Management and Co-Head of One Goldman Sachs, Goldman Sachs

Moderator: Jessica Mattes ’06, Private Wealth Advisor, Vice President - Asset and Wealth Management, Goldman Sachs

9:15–10:00 AM
Panel | Capital Allocation: Balancing Risk & Return for Clients
Lauren Bugay ’03, Managing Director, Duchossois Capital Management
Nicole Calderon ’18, Investment Manager, Northwestern University
Kristina Pierce ’05, Senior Managing Director, Mesirow Private Equity

Moderator/Participant: Nikki Kraus ’94, CEO, Strategic Investment Group

10:00–10:45 AM
Keynote | Building an Investment Firm for the Long Term
Stephanie Geveda ’00, Founder and Managing Partner, Coalesce Capital

Moderator: John Mulflur ’04, Managing Director, Coalesce Capital

10:45–11:30 AM
Panel | Investment Themes Across Asset Classes
Elinor Escamilla, Managing Director and Wealth Advisor, William Blair 
Jenni Lanktree ’02, Chief Partnership Officer, Junto Capital Management
Stephanie Walsh ’06, Partner, Bain Capital Credit

Moderator/Participant: Meghan Reynolds ’01, Partner and Head of Capital Formation and Talent, Altimeter Capital

11:30 AM–12:00 PM
Keynote | Top Trends Driving Global Markets
Kristen Bitterly Michell ’02, Managing Director and Global Head of CitiGlobal Wealth at Work, Citi 

12:00–12:45 PM
Panel | Lessons from the C-Suite
Sarah V. Ali '04, Partner and COO, Investments, Lord Abbett
Shelly Elliott ’12, President, Holmatro, Inc.
Melissa Tomkiel ’02, Co-CEO, Strata Critical

Moderator/Participant: Molly McDonnell ’99, CFO, Lone Pine Capital Management