Agenda 2020

Agenda

Saturday, April 11
10:00 am- 11:00 am                                     Fireside Chat with Prof. Steven Neil Kaplan
11:30 am- 12:30 pm                                     Venture Capital Panel
1:00 pm- 2:00 pm                                      Quantitative Investments Panel
4:30 pm- 5:30 pm                                      Private Equity Panel

Sunday, April 12
7:00pm- 8:00 pm                                    Venture Capital Workshop

Monday, April 13
7:00pm- 8:00 pm                                     Quantitative Finance Workshop

Tuesday, April 14
7:00pm- 8:00 pm                                     Private Equity Workshop

Wednesday, April 15
7:00pm- 8:00 pm                                     Investment Research Workshop

Thursday, April 16
3:30pm- 5:00 pm                                      University Info Session
7:00pm- 8:00 pm                                    Distressed Debt Workshop

Friday, April 17
1:00pm- 2:00 pm                                     Value Investing Panel
7:00pm- 8:00 pm                                    Impact Investing Workshop

Saturday, April 18
10:00 am- 11:00 am                                     Fireside Chat with Steven Strongin

* Conference agenda is displayed according to Central Daylight Time

Fireside Chat Speakers

Steven N. Kaplan

Neubauer Family Distinguished Professor of Entrepreneurship and Finance
Kessenich E.P. Faculty Director at the Polsky Center for Entrepreneurship and Innovation

Steven Neil Kaplan conducts research on issues in private equity, venture capital, entrepreneurial finance, corporate governance and corporate finance. He has published papers in a number of academic and business journals. Kaplan is a research associate at the National Bureau of Economic Research and an associate editor of the Journal of Financial Economics.

Professor Kaplan co-founded the entrepreneurship program at Booth. With his students, he helped start Booth’s business plan competition, the New Venture Challenge (NVC), which has spawned over two hundred companies that have raised almost $1 billion and created over $10 billion in value including GrubHub, Braintree/Venmo and Simple Mills.

Steven Strongin

Steve is a senior advisor at Goldman Sachs, where he advises the firm on a number of important client-facing initiatives.

Previously, Steve was head of Global Investment Research for more than 12 years. He was a member of the Management Committee and Firmwide Client and Business Standards Committee. Steve was also co-chair of the Firmwide Technology Risk Committee. Additionally, he also served as global head of strategy research and co-chief operating officer of Global Investment Research, as well as global head of commodities research. Steve joined Goldman Sachs in 1994 and was named managing director in 1998 and partner in 2002.

Prior to joining the firm, Steve spent 12 years at the Federal Reserve Bank of Chicago, most recently as the director of Monetary Policy Research. Before that, he was an economist at the Center for the Study of Economy and State at the University of Chicago and a researcher at PanHeuristics, a think tank focused on military strategy and energy policy.

Steve is a distinguished visiting professor at the Pardee RAND Graduate School and a member of the Board of Directors of Ocean Conservancy. In addition, he is a member of the Advisory Council to the College at the University of Chicago, a member of the Jury of the World Resources Institute’s Ross Prize for Cities, and a member of the Becker Friedman Institute Advisory Council. Previously, he was a member of the Advisory Board of the RAND Center for Corporate Ethics and Governance.

Steve earned undergraduate and graduate degrees in economics from the University of Chicago and a graduate degree in management from Northwestern University’s Kellogg School of Management.

*The registration is separate from the main registration for The Forum 2020, so please register for this special event

Panel Guests

Quantitative Investments

Joe Fennessey, Moderator
CEO/Portfolio Manager
Finalyze Capital

Max Rhee
Quantitative Researcher
Citadel

Nate Pomeroy
Quantitative Analyst/Education Associate
Wolverine Trading

Jusvin Dhillon
Quantitative Researcher
Tudor Investments

David Lorentzen
Member
Lorentzen Investments

Value Investing

Ricardo Mestre, Moderator

Alex Fitch
Associate Director of U.S. Research
Harris Associates

Shawn Li
Associate
Sansome Partners

Private Equity

Karina Petrunova, Moderator

Chris McGowan
Adjunct Professor of Entrepreneurship
Chicago Booth

Michael Vander Roest
Vice President
Baird Principal Group

Tim Kelly
Investor in Residence
Chicago Booth

Venture Capital

Kunal Mahajan, Moderator

Agnay Mohindra, Moderator

Katherine Schulman
Senior Associate
VitalizeVC

Lance Dietz
Principal
KB Partners

Ashley Hartman
Principal
Bluestein & Associates

Peter Christman
Principal
Chicago Ventures

Panels

Private Equity

Venture Capital

Quantitative Investments

Value Investing

Workshops

INVESTMENT RESEARCH WORKSHOP

quantitative finance workshop

venture capital workshop

Impact investing workshop

distressed debt workshop

Private equity workshop

University Info Sessions

Upon the end of the Forum, representatives from various campus institutions, including The Booth School of Business, Career Advancement, and Polsky Center for Entrepreneurship and Innovation, will be present to introduce resources and programs available to undergraduate students.

* Recording for the University Info Session is available to all forum attendees. Please refer to the link below and access the recorded event.

Request the recording now

Frequently Asked Questions

For any questions about The Forum 2020 (webinar access, recordings, etc.), please refer to the FAQ section below or contact info@ucinvestingforum.com.

FAQ