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UIC 2021 Featured Speakers
SETH KLARMAN
CEO, Baupost Group
MELLODY HOBSON
Chairwoman, Starbucks Corporation
ROBERT KAPLAN
President & CEO, Federal Reserve Bank of Dallas
JED HELLER
Head of Human Capital, Insight Partners
ASWATH DAMODARAN
Professor of Finance, NYU-Stern
CATHERINE WOOD
Founder, CEO & CIO, ARK Investment Management
SETH KLARMAN
CEO, Baupost Group
Seth Klarman is the founder and president of The Baupost Group, a Boston-based private investment partnership, and the author of a book on value investing. He is notable for his willingness to hold significant amounts of cash in his investment portfolios, sometimes in excess of 50% of the total. In 1991, Seth authored Margin of Safety, Risk Averse Investing Strategies for the Thoughtful Investor, which since has become a value investing classic. Before founding Baupost, he worked for Max Heine and Michael Price of the Mutual Shares fund (now a part of Franklin Templeton Investments). Seth is a graduate of Cornell University and Harvard Business School. At Cornell, he was a member of the Delta Chi fraternity, where he commonly studied while watching TV in the fraternity library/TV room. Despite this unorthodox study style, he achieved Phi Beta Kappa.
MELLODY HOBSON
Chairwoman, Starbucks Corporation
ROBERT KAPLAN
President & CEO, Federal Reserve Bank of Dallas
JED HELLER
Head of Human Capital, Insight Partners
Jed Heller joined Insight in 2019 as Head of Human Capital, and is responsible for overseeing the firm's people and culture initiatives. Prior to joining Insight, Jed worked at Foursquare, the location intelligence company, as Senior Director of Human Resources. Previously, Jed was a Vice President, Human Resources Business Partner at BlackRock, driving human capital initiatives for analytics and risk management functions. In addition, he has prior experience in financial services and the apparel industry in a variety of human resources specialist roles, ranging from compensation and HR information systems to campus recruiting. Jed has a degree from the University of Wisconsin-Madison with majors in Communication Science and East Asian Studies. Outside of the office, he enjoys cooking, traveling and modifying cars.
ASWATH DAMODARAN
Professor of Finance, NYU-Stern
Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University Stern School of Business. Before coming to Stern, he also lectured in Finance at the University of California, Berkeley. Professor Damodaran received a B.A. in Accounting from Madras University and a M.S. in Management from the Indian Institute of Management. He earned an M.B.A. (1981) and then Ph.D. (1985), both in Finance, from the University of California, Los Angeles. Professor Damodaran's contributions to the field of Finance have been recognized many times over. He has been the recipient of Giblin, Glucksman, and Heyman Fellowships, a David Margolis Teaching Excellence Fellowship, and the Richard L. Rosenthal Award for Innovation in Investment Management and Corporate Finance. His skill and enthusiasm in the classroom garnered him the Schools of Business Excellence in Teaching Award in 1988, and the Distinguished Teaching award from NYU in 1990. His student accolades are no less impressive: he has been voted "Professor of the Year" by the graduating M.B.A. class five times during his career at NYU.
CATHERINE WOOD
Founder, CEO & CIO, ARK Investment Management

Previous Featured Speakers
JJ KINAHAN
Chief Market Strategist, TD Ameritrade
STEPHANIE LINK
Managing Director, Head of Global Equities Research, Nuveen Asset Management
CHARLES EVANS
President, Federal Reserve Bank of Chicago
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
FAHMI QUADIR
Founder, Saftkhet Capital
IAN SANDLER
Chief Operating Officer, Insight Partners
EVAN WILDSTEIN
Partner, Kohlberg & Company
AMY WILDSTEIN
Co-Founder and Managing Partner, Springboard Growth Capital
BETTY LIU
Executive Vice Chairman, New York Stock Exchange
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.
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.
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.
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.
IAN SANDLER
Chief Operating Officer, Insight 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.
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.
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.
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.

Engage^® Undergraduate Investment Conference

coming to you on april 9th, 2021

About the Event

UIC 2021 Featured Speakers

SETH KLARMAN

MELLODY HOBSON

ROBERT KAPLAN

JED HELLER

ASWATH DAMODARAN

CATHERINE WOOD

Previous Featured Speakers

JJ KINAHAN

STEPHANIE LINK

CHARLES EVANS

ANTHONY SCARAMUCCI

SARAH KETTERER

ADAM ZOTKOW

FAHMI QUADIR

IAN SANDLER

EVAN WILDSTEIN

AMY WILDSTEIN

BETTY LIU

DAVID KUDLA

Engage® Undergraduate Investment Conference