Agenda
WIS '24
Thursday, February 29 - Friday, March 1, 2024
Thursday, February 29th
Jordan Auditorium, Mendoza College of Business
4:00-5:00pm Student Stock Pitch Competition Finals, in Partnership with the Notre Dame Investment Club
5:00-5:05pm Welcome Remarks
Dianna O'Hara, 2024 MBA Candidate, University of Notre Dame
5:00-6:00pm Panel: Early Stage Investing
Molly Iarocci ’07, ’11 MBA, EVP, Private Investments and Advisory, DCA Asset Management, Inc.
Catherine Lee, Partner, Top Corner Capital
Mary Miller ’96, Head of Business Development, Norwest Venture Partners
Moderator/Participant: Meghan Reynolds '01, Partner, Altimeter Capital
Catherine Lee, Partner, Top Corner Capital
Mary Miller ’96, Head of Business Development, Norwest Venture Partners
Moderator/Participant: Meghan Reynolds '01, Partner, Altimeter Capital
Friday, March 1st
Downes Club (7th Floor), Corbett Family Hall
8:25-8:30am Welcome Remarks
Patty Brady '00, Cusumano Family Managing Director, Notre Dame Institute for Global Investing
8:30-9:00am Keynote: Market Outlook 2024
Kristen Bitterly Michell ’02, Managing Director & Head of Investment Solutions, Citi Global Wealth
9:00-9:45am Keynote: Sustainable Investing
Karina Funk, Portfolio Manager & Chair of Sustainable Investing, Brown Advisory
Moderated by: Victor Abiamiri ’07, Portfolio Manager, Brown Advisory
9:45-10:15am Keynote: The IPO Market
Elizabeth Reed ’07, Partner – Global Head of Equity Syndicate, Goldman Sachs
Moderated by: Kimberly Flynn ’99, Managing Director, XA Investments
Moderated by: Kimberly Flynn ’99, Managing Director, XA Investments
10:15-11:00am Panel: Operating Excellence in Investing
Jenni Lanktree ’02, Head of Investor Relations and Marketing, Junto Capital Management LP
Molly McDonnell ’99, Managing Director, Chief Financial Officer, Lone Pine Capital LLC
Melissa Stolfi, Global Co-Chief Operating Officer, TCW
Moderator/Participant: Nikki Kraus ’94, President & Chief Client Officer, Strategic Investment Group
Moderator/Participant: Nikki Kraus ’94, President & Chief Client Officer, Strategic Investment Group
11:00-11:45am Panel: Investment Themes and Ideas
Kate McShane ’97, Managing Director, Goldman Sachs
Kate McShane ’97, Managing Director, Goldman Sachs
Lauren Moran ’11, Wealth Advisor, William Blair
Paige O’Neil ’09, President, Shapack Partners
Lauren Weetman ’20, Associate, Sixth Street
Moderated by: David J. Koo ’93, Retired Senior Partner, RoundTable Healthcare Partners
Lauren Weetman ’20, Associate, Sixth Street
Moderated by: David J. Koo ’93, Retired Senior Partner, RoundTable Healthcare Partners
11:45am-12:30pm Keynote: Valuation Expertise in a Niche Market
Erin Kerrigan, Founder & Managing Director, Kerrigan Advisors
Moderated by: Jason Reed, Wade Family Associate Teaching Professor of Finance; Associate Faculty Director, NDIGI
Moderated by: Jason Reed, Wade Family Associate Teaching Professor of Finance; Associate Faculty Director, NDIGI
12:30pm Closing Remarks
Mark Dumich '06, Associate Director, Notre Dame Institute for Global Investing