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2019 Featured Panelists
JJ KINAHAN
Chief Market Strategist, TD Ameritrade
STEPHANIE LINK
Managing Director, Head of Global Equities Research, Nuveen Asset Management
MIKE WILSON
CIO, Morgan Stanley
TED KRAMER
CEO, HKW Group
BRIAN CHINGONO
Partner and Director of Quant Research, Verdad Capital
ANNA NIKOLAYEVSKY
Founder, Axel Capital Management
EVAN WILDSTEIN
Partner, Kohlberg & Company
AMY WILDSTEIN
Co-Founder and Managing Partner, Springboard Growth Capital
DAVID HEILBRUNN
Senior Managing Director, Churchill Asset Management
BETTY LIU
Executive Vice Chairman, New York Stock Exchange
LORI POMERANTZ
Senior Vice President, Goldman Sachs Alternative Investments and Manager Selection
DAVID KUDLA
Founder, CEO, CIO, Mainstay Capital Management
JJ KINAHAN
Chief Market Strategist, TD Ameritrade
JJ began his career as a Chicago Board Options Exchange (CBOE) market maker in 1985. He also worked for ING Bank and Blue Capital, and was Managing Director of Option Trading for Van Der Moolen USA. In 2006, he joined thinkorswim^®, which TD Ameritrade Holding Corp. acquired in 2009. After leading the Educational Events team, he became Managing Director of Active Trader Services in 2009. A 30-year trading veteran based in Chicago, JJ is a CNBC "Fast Money" guest and is frequently quoted in The Wall Street Journal, Financial Times, and Reuters News. As Chief Market Strategist at TD Ameritrade, JJ is a frequent contributor to The Ticker Tape. His column, Daily Market Update, helps readers prepare for the trading day ahead. As Host of Real Talk with JJ Kinahan, a weekly talk show on TD Ameritrade Network, JJ looks at the big picture of trading trends and chats with key influencers in the trading world. Real Talk with JJ Kinahan airs every market day at 11:30 am and 1:30 pm CT on TD Ameritrade Network.
STEPHANIE LINK
Managing Director, Head of Global Equities Research, Nuveen Asset Management
Stephanie Link is the head of global equities research at Nuveen. She also manages a large-cap U.S. equities strategy for Nuveen’s largest affiliate, TIAA Investments.

Prior to joining the firm in 2015, Ms. Link spent seven years at TheStreet as Chief Investment Officer and co-portfolio manager of Jim Cramer’s Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as managing director of institutional sales and director of research. She began her career at Dean Witter Reynolds in the institutional sales department.

Ms. Link earned a B.S. in finance at Boston College. She currently serves as chairperson for the Investment Advisory Council at the Basking Ridge Presbyterian Church in Basking Ridge, NJ.

As an investment professional with over 20 years of experience managing money, Ms. Link’s expert insights are frequently sought after for industry events and by the media. She is a CNBC contributor, appearing regularly on Closing Bell and Fast Money Halftime.
MIKE WILSON
CIO, Morgan Stanley
Michael Wilson is the Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley. As CIO and Chair of the Global Investment Committee, Mike is responsible for all investment and asset-allocation advice provided to the firm’s $2.5 trillion in retail-client assets. Over the past 28 years, Mike has held various roles with increasing responsibilities, mostly within Institutional Securities. He started his career in 1989 in investment banking, before transitioning to the Institutional Equities Division in 1995, where Mike created and managed the sector specialist team while serving as a Technology sector specialist himself. In 2009, he became Head of Content Distribution for North American Institutional Equities and then CIO for Morgan Stanley Wealth Management in 2012. He was made Chief US Equity Strategist in Research and CIO for Institutional Securities in February 2017. He is a regular guest on CNBC and Bloomberg and is often quoted in popular financial publications, such as Barron’s, the Wall Street Journal, and The Economist, and by various news services. He is on the operating committees of the firm’s Wealth Management and Institutional Securities divisions. He is also a member of the Morgan Stanley Retirement Plan Investment Committee. Mike holds a BBA from the University of Michigan and an MBA from the Kellogg Graduate School of Management at Northwestern University.
TED KRAMER
CEO, HKW Group
Ted joined HKW in 2001. He has led the Sourcing activities for the firm since 2002. In 2014, Ted was appointed president of HKW and in August of 2015, assumed the position of president & CEO. Ted splits his responsibilities between Sourcing, Investor Relations, and running the day-to-day operations of the firm. Prior to HKW, Ted was an investment manager at White River Venture Partners, a venture capital fund based in Indianapolis. He also worked for Arthur Andersen, LLP in the business consulting group. Prior to his business career, Ted played professional hockey. Ted earned his MBA from the Indiana University Kelley School of Business and his undergraduate degree from the University of Michigan. Ted lives in Carmel, IN with his wife Lynn and their daughter and son. When not in the office, Ted enjoys playing golf.
BRIAN CHINGONO
Partner and Director of Quant Research, Verdad Capital
Before joining Verdad, Brian worked at Dimensional Fund Advisors and Credit Suisse. Brian earned an MBA with honors from the University of Chicago Booth School of Business where he concentrated in finance, statistics, and econometrics. As a graduate student, Brian co-authored two research papers related to Verdad’s investment strategy: "Leveraged Small Value Equities" and "Forecasting Debt Paydown Among Leveraged Equities." He earned his undergraduate degree from Harvard where he concentrated in government with economics as a secondary field.
ANNA NIKOLAYEVSKY
Founder, Axel Capital Management
Anna is the CIO of Axel Capital Management, a long/short equity hedge fund based in New York. Formerly a generalist analyst at Zweig-Dimenna and Goldman Sachs Asset Management, she holds a BS in Economics and an MBA from Columbia Business School. Under her leadership, in 2010 Axel received Lipper's Best Long/Short Equity award over the past 3 years. Anna serves as a trustee on the board of The Lincoln Center for the Performing Arts, Stuyvesant High School and Girls Who Invest.
EVAN WILDSTEIN
Partner, Kohlberg & Company
Evan Wildstein is a Partner at Kohlberg & Company, LLC, a leading U.S. private equity firm which acquires controlling interests in middle market companies. Mr. Wildstein joined Kohlberg in 1994 and became a Partner in 1999. He has played an active role investing across all of the firm’s investment funds, which have raised in excess of $10 billion in capital. As a member of the investment team, Mr. Wildstein evaluates acquisition candidates, structures investments, and serves on the investment committee of Kohlberg.
AMY WILDSTEIN
Co-Founder and Managing Partner, Springboard Growth Capital
Amy Wildstein is Managing Partner of Springboard Growth Capital, which invests in women-led companies in the consumer and technology sectors. Ms. Wildstein has twenty-five years of direct investment experience. She started her career at the Blackstone Group, working on principal investments and M & A. Subsequently, she joined Morgan Stanley Capital Partners where she evaluated and structured buyouts and growth equity investments in the consumer, media, technology and healthcare sectors.
DAVID HEILBRUNN
Senior Managing Director, Churchill Asset Management
David oversees the product development and capital raising for Churchill Asset Management, an affiliate of Nuveen, focusing on strategic initiatives, structuring new products and developing important institutional client relationships. He is also responsible for optimizing the firm’s various financing arrangements and supervises Churchill’s collateralized loan obligation (CLO) platform.
BETTY LIU
Executive Vice Chairman, New York Stock Exchange
Betty Liu is the Chief Experience Officer at Intercontinental Exchange (NYSE: ICE) and Executive Vice Chairman for NYSE Group, a wholly-owned subsidiary of ICE. In both roles, Liu is charged with enhancing and innovating the customer experience across the entire organization, as well as helping elevate relationships with the C-suite of ICE's thousands of business partners.
LORI POMERANTZ
Senior Vice President, Goldman Sachs Alternative Investments and Manager Selection
Lori Pomerantz is a senior Vice President in the Alternative Investments and Manager Selection business at Goldman Sachs based in New York City. In this role, which she has held since 2015, Lori is responsible for fixed income manager selection for both the institutional and high net worth clients of the Firm.
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 eleven years, and in the top 25 for the past six 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.

2018 Featured Speakers
CHARLES EVANS
President, Federal Reserve Bank of Chicago
STEVE LIESMAN
Senior Economics Reporter, CNBC
ANTHONY SCARAMUCCI
Founder and Co-Managing Partner, SkyBridge Capital
SARAH KETTERER
CEO & Fundamental PM, Causeway Capital
ADAM ZOTKOW
Head of Structured Product Sales, Goldman Sachs
GRANT BOWMAN
Founder, Hunter Capital
FAHMI QUADIR
Founder, Saftkhet Capital
AKIR GUTIERREZ
Director of Research, Susquehanna Financial Group
JOSHUA ROSENBAUM
Managing Director and Co-Head of the Industrials & Diversified Services Group, RBC Capital Markets
JOSHUA PEARL
Managing Director, Brahman Capital
MICHAEL BARR
Joan and Sanford Weill Dean of Public Policy, Gerald R. Ford School of Public Policy
IAN SANDLER
Chief Operating Officer, Insight Venture Partners
JOHN ROCCHIO
Co-Founder and Managing Director, Newstone Capital Partners
SUNIL SIBAL
Managing Director of Fixed Income Research, Seaport Global
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.
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.
ANTHONY SCARAMUCCI
Founder and Co-Managing Partner, SkyBridge Capital
Anthony Scaramucci is the Founder and Co-Managing Partner of SkyBridge Capital. He is the author of three books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, and Hopping Over the Rabbit Hole, a 2016 Wall Street Journal best seller. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co. In 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012. In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
SARAH KETTERER
CEO & Fundamental PM, Causeway Capital
Ms. Ketterer is the Chief Executive Officer at Causeway, Portfolio Manager for the firm's Fundamental and Absolute Returns strategies, and is responsible for investment research across all sectors. Ms. Ketterer is a member of the Operating and Strategic Planning Committees. She co-founded the firm in June 2001. From 1996 to 2001, Ms. Ketterer worked for the Hotchkis and Wiley division of Merrill Lynch Investment Managers (HW-MLIM). At HW-MLIM, she was a Managing Director and Co-head of the firm's HW-MLIM International and Global Value team. From 1990 to 1996, Ms. Ketterer was a Portfolio Manager at Hotchkis and Wiley, where she founded the International Equity product. Ms. Ketterer earned a BA in Economics and Political Science from Stanford University and an MBA from the Tuck School, Dartmouth College. She is currently a Director of the Los Angeles Philharmonic, the Music Center Foundation (as chair of the investment committee) and the Los Angeles World Affairs Council, and serves on the Los Angeles Advisory Board of Girls Who Invest.
ADAM ZOTKOW
Head of Structured Product Sales, Goldman Sachs
Adam is head of Structured Product Sales, a team responsible for the distribution of Mortgage and Structured Credit Products. Previously, he was head of Structured Cross Asset Sales, and prior to that role, he was head of US Structured Credit Sales. Prior to assuming responsibility for SCS in 2014, Adam spent three years as head of the firm’s Credit Products Group after serving as a member of the Structuring and Portfolio Solutions Group from 2008 to 2011. In those roles, Adam worked with some of the firm’s largest financial institution clients to implement deleveraging, distribution and risk management strategies. Adam joined Goldman Sachs in 2005 as an associate and was named managing director in 2009 and partner in 2014. Prior to joining the firm, Adam worked at Lehman Brothers in Equity Derivatives. Adam serves on the Emerging Leadership Council at the 92nd Street Y and the University of Michigan’s Next Gen Leadership Council. Adam earned an MBA from the Wharton School of the University of Pennsylvania in 2004 and a BA from the University of Michigan in 1997.
GRANT BOWMAN
Founder, Hunter Capital
During his years at the University of Michigan, Grant was a four-year letterman on the university football team and the 2003 team co-captain while earning his undergraduate degree. He spent time as a member of the Pittsburgh Steelers practice squad before joining Lehman Brothers as an analyst in high yield research. In 2008, he left Lehman to get his MBA in Finance at Columbia University. For the last ten years, Grant was a Managing Director at Blue Ridge Capital, and now serves as Founder and CEO of Hunter Capital. Grant lives in Columbus, Ohio with his wife and three children.
FAHMI QUADIR
Founder, Saftkhet Capital
Fahmi Quadir is a founder and manager of Saftkhet Capital Management, a short-only hedge fund focused on fraud identification and deep forensic research. Previously, Quadir worked as an Equity Analyst at Krensavage Asset Management where she played a pivotal role among investors successfully shorting Valeant Pharmaceuticals. Prior to her position at Krensavage, Quadir worked at Deallus Consulting as an Analyst and worked her way up to Senior Associate. While attending school, Quadir was a New York Academy of Sciences Fellow at the Maimonides Medical Center, James Simons Fellow at the Stony Brook University Medical Center, a Researcher at Harvey Mudd College, and Strauss Research Fellow at ICDDR, B. She was also chosen to the Forbes 30 Under 30 list for 2018 in the Finance category. Additionally, she was featured in an episode of hit Netflix show Dirty Money. She attended Harvey Mudd College where she participated in many organizations including Claremont Peace & Justice, Mudders Making a Difference, Association for Women in Mathematics, Association for the Advancement of Science, and Concert Choir. She graduated in 2012 with degrees in Mathematics and Biology.
AKIR GUTIERREZ
Director of Research, Susquehanna Financial Group
Akir Gutierrez is the Director of Research at Susquehanna Financial Group, LLLP, the institutional broker-dealer member of the Susquehanna International Group of Companies. Akir assumed the role after serving as Head of Product Management for four years in 2014. Prior to joining SFG, Mr. Gutierrez was a Director at Deutsche Bank for four years where he was the North American Product Manager, and where he started their west coast derivatives sales desk in San Francisco. Prior to that Akir was a Senior Vice President at Lehman Brothers for 11 years. His experience there included nine years in institutional equity sales, and starting the west coast derivatives sales effort for Lehman as well. Akir earned his B.A. in International Relations from the University of Southern California.
JOSHUA ROSENBAUM
Managing Director and Co-Head of the Industrials & Diversified Services Group, RBC Capital Markets
Joshua Rosenbaum is a Managing Director at RBC Capital Markets in the Industrials & Diversified Services Group. He originates, structures, and advises on M&A, corporate finance, and capital markets transactions. Josh is also a frequent speaker on corporate finance, capital markets and investment banking, providing unique and timely insight on sector trends, valuation and outlook. Previously, he worked at UBS Investment Bank and the International Finance Corporation, the direct investment division of the World Bank. He received his AB from Harvard and his MBA with Baker Scholar honors from Harvard Business School.
JOSHUA PEARL
Managing Director, Brahman Capital
JOSHUA PEARL is a Managing Director at Brahman Capital, a long/short equity asset manager. He focuses on public equity investments and special situations utilizing a fundamentals-based approach. Previously, he structured high yield financings, leveraged buyouts, and restructurings as a Director at UBS Investment Bank. Prior to UBS, he worked at Moelis & Company and Deutsche Bank. He received his BS in Business from Indiana University's Kelley School of Business. He is also the co-author of Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions.
MICHAEL BARR
Joan and Sanford Weill Dean of Public Policy, Gerald R. Ford School of Public Policy
Prof. Michael S. Barr, a member of the University of Michigan Ross School of Business faculty since 2001, teaches Financial Institutions, International Finance, Financial Derivatives, Transnational Law, and Jurisdiction and Choice of Law, and co-founded the International Transactions Clinic. He was on leave from 2009-2010, serving as the U.S. Department of the Treasury's Assistant Secretary for Financial Institutions, and was a key architect of the Dodd-Frank Wall Street Reform and Consumer Protection Act. He is currently a nonresident senior fellow at the Center for American Progress and the Brookings Institution. Barr conducts large-scale empirical research regarding financial services and researches and writes about a wide range of issues in financial regulation. Recent books include No Slack: The Financial Lives of Low-Income Americans (Brookings Press, 2012), Insufficient Funds (Russell Sage, 2009, co-edited with Rebecca Blank), and Building Inclusive Financial Systems (Brookings Press, 2007, co-edited with Anjali Kumar and Robert Litan). Barr previously served as Treasury Secretary Robert E. Rubin's Special Assistant, as Deputy Assistant Secretary of the Treasury, as Special Advisor to President William J. Clinton, as a special advisor and counselor on the policy planning staff at the State Department, and as a law clerk to U.S. Supreme Court Justice David H. Souter and Judge Pierre N. Leval, then of the Southern District of New York. Barr received his JD from Yale Law School, his MPhil in international relations from Magdalen College, Oxford University, as a Rhodes Scholar, and his BA, summa cum laude, with honors in history, from Yale University.
IAN SANDLER
Chief Operating Officer, Insight Venture Partners
Ian Sandler joined Insight in 2016 where he is a Managing Director and Insight's Chief Operating Officer. Ian will have direct responsibility across Legal, Finance, Compliance, Investor Relations, IT, HR and Onsite. Ian was previously the Chief Operating Officer of Global Equities at Citadel. Prior to Citadel, Ian was a Partner at the Carlyle Group where he served as the Chief Operating Officer and Chief Legal Officer of Global Market Strategies at the Carlyle Group. Before joining the Carlyle Group, Ian had a seven-year career at Morgan Stanley where he served as the Global Chief Operating Officer for the technology and modeling division as well as other roles within the loan and high yield business earlier in his career. Prior to Morgan Stanley, Ian worked as a bankruptcy lawyer at Kramer Levin Naftalis and Frankel. Ian is the co-founder of Riley's Way Foundation with his wife Mackenzie. Riley's Way Foundation's vision is to emphasize the values of kindness and empathy among children in order to create a broader movement of changed behavior and children working together to make the world a better, kinder place. Ian was a board member of the Children's Cardiomyopathy Foundation for seven years with a focus on event planning and fundraising. Ian has a Bachelor of General Studies from the University of Michigan and a JD from the University of Pennsylvania.
JOHN ROCCHIO
Co-Founder and Managing Director, Newstone Capital Partners
Mr. Rocchio co-founded Newstone Capital Partners, LLC and is responsible for the day-to-day management of the firm. Over the past twenty-five years, Mr. Rocchio has been extensively involved in mezzanine investing. Prior to forming Newstone, Mr. Rocchio was a Managing Director of TCW/Crescent Mezzanine, LLC and TCW. Prior thereto, Mr. Rocchio was a Vice President with Crescent Capital Corporation and a Senior Manager at KPMG. Mr. Rocchio received his M.B.A. from Harvard Business School and his B.B.A. from the University of Michigan.
SUNIL SIBAL
Managing Director of Fixed Income Research, Seaport Global
Sunil has twenty-five years of progressive international experience in the energy sector, most recently at Seaport Global which he joined in 2014 to cover and build-out the firm’s MLP/Midstream Infrastructure Research. Prior to that he was with Citi where he covered the midstream MLPs and built out the various commodity forecast models. Prior to Citi he held roles identifying investment opportunities in the natural resources and energy sector at BofA and Natixis as well as project development and engineering roles at Fluor and ABB Lummus Global (CVX JV). Sunil holds an MBA with High Distinction from Ross School of Business at University of Michigan and a Bachelor’s degree in Chemical Engineering from Punjab University in India.

Engage^® Undergraduate Investment Conference

PRESENTED BY THE DAVID KUDLA FOUNDATION
COMING IN SPRING 2021

About the Event

2020 Featured Speakers

ROBERT KAPLAN

MELLODY HOBSON

2019 Featured Panelists

JJ KINAHAN

STEPHANIE LINK

MIKE WILSON

TED KRAMER

BRIAN CHINGONO

ANNA NIKOLAYEVSKY

EVAN WILDSTEIN

AMY WILDSTEIN

DAVID HEILBRUNN

BETTY LIU

LORI POMERANTZ

DAVID KUDLA

2018 Featured Speakers

CHARLES EVANS

STEVE LIESMAN

ANTHONY SCARAMUCCI

SARAH KETTERER

ADAM ZOTKOW

GRANT BOWMAN

FAHMI QUADIR

AKIR GUTIERREZ

JOSHUA ROSENBAUM

JOSHUA PEARL

MICHAEL BARR

IAN SANDLER

JOHN ROCCHIO

SUNIL SIBAL

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Engage® Undergraduate Investment Conference

PRESENTED BY THE DAVID KUDLA FOUNDATION COMING IN SPRING 2021