Finance, Investment, and Banking

Graduate Finance Organization

 

The Graduate Finance Organization (GFO) is a graduate business organization for students interested in the field of finance. The purpose of the organization is to create a network of graduate finance students, to provide a vehicle for students to improve their marketability and knowledge of the financial industry, and to become a social forum for those interested in the field. All majors are welcome - must be a graduate student interested in finance.

 

 

President: Andrea Rassbach

President: Andrey Kutuzov

Treasurer: Rachelle Roesler

Social Chair: Mike Jolin

Communication Chair: Andrea Atehortua

Website: http://gfo.rso.wisc.edu/

GFO e-mail: TBA

Membership Fees: Full Year Membership  $30,

 

 

Events planned for Fall 2007-Spring 2006:  Dates are tentative

 

DATE

COMPANY NAME / SPEAKER NAME

EVENT DESCRIPTION

10/10/07

7-9 PM

Sears Holdings

Case Study, break out session with Sears team members.

10/10/07

11:44 AM

Wachovia Securities- Glenn Schultz, Managing Director of Asset-Backed Securities

CFA-organized luncheon at Hilton Madison.  Subject: “The Mortgage Meltdown- How Bad Will It Get?”

TBA

Morgan Stanley; George Croal

Talk: Career in Private Investments

TBA

Morgan Stanley

Office tour and explanation

11/8/07

Time TBA

CFA Institute CEO & President, Jeff Diermeier

CFA event- Afternoon/Evening Reception

Late Nov

Alan Creech, Large Cap Growth Portfolio Manager for M&I

Investment philosophy and implementation

12/3/2007

3:30-4:30 PM

Mr. Vitaliy N. Katsenelson, CFA

Portfolio Manager, Professor, Author of "Active Value Investing - Making Money in Range-Bound Markets"

CFA event- Book Review.  Location to be determined.

Late Nov/ Early Dec

 

Late Jan/ Early Feb

 

Late Feb/

March

 

Dave Vetta, CEO 1st Business Bank Milwaukee

 

Mike Buckius, Portfolio Manager for Gateway Investment Advisors

 

Dave Kudert, former CEO Banc One Investment Advisors

TBD: Credit / Lending Standards and how they have changed

 

Options; How to use options in a portfolio to minimize downside risk

 

Mergers and Acquisitions, the role of the board of directors

 

Links:

 

ASAP program featured in SmartMoney magazine