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«Friday Schedule: Welcome 8:45 – 10:15am Investment Banking Roundtable Brinkley Commons Finance 101 Equity Analysis Career Success Sales & Trading ...»

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From DoG Street to Wall Street 2014

Keynote: Thursday, September 25th 6:00pm

Brinkley Commons, Miller Hall

Panels: Friday, September 26th

8:45am – 3:30 pm Miller Hall

Friday Schedule:


8:45 – 10:15am Investment



Brinkley Commons

Finance 101 Equity Analysis Career Success Sales & Trading

10:30 – 11:45am Room 1088 Room 1082 Early Room 1066 Room 1078 Risk Investments & Private Banking 12:00 – 1:15pm Room 1088 Private Equity Room 1078 Room 1082 Lunch & Awards 1:15 – 2:15pm Brinkley Commons Networking 2:15 – 3:00 pm Brinkley Commons Women in Business 2:30 – 3:30 pm Forum CCE Suite Room 2001

Keynote Speaker:

Devin Murphy ‘82 Phillips Edison & Co.

Devin I. Murphy is a Principal and Chief Financial Officer of Phillips Edison & Company, as well as a member of the Company’s Advisory Board. He manages relationships with capital providers and directs all financial and internal control activities, including planning and reporting, fundraising, investor relations, accounting and risk management. Mr. Murphy has been active in the real estate industry for 28 years, including executive leadership positions with Morgan Stanley and Deutsche Bank Securities, Inc.

Prior to joining Phillips Edison, Mr. Murphy was Vice Chairman of Investment Banking at Morgan Stanley. He began his real estate career in 1986 as an associate in the real estate group at Morgan Stanley.

He subsequently held a number of senior positions at Morgan Stanley. He was Co-Head of U.S. Real Estate Investment Banking and Head of the Private Capital Markets group (PCM), which raised more than $5 billion of equity capital under his leadership. He also served for 10 years on the Investment Committee of the Morgan Stanley Real Estate Funds, which invested over $6.5 billion of equity capital globally during his tenure. In 2004, Mr. Murphy joined Deutsche Bank Securities, Inc., as Global Head of Real Estate Investment Banking. He led a team of more than 100 professionals in eight offices in the U.S., Europe and Asia. Under his management, the DB team executed more than 500 separate transactions on behalf of clients representing total transaction volume exceeding $400 billion. Prior to rejoining Morgan Stanley in 2009, Mr. Murphy became a Managing Partner of Coventry Real Estate Advisors, a real estate private equity firm that sponsors a series of institutional investment funds that acquire and develop retail properties. Mr. Murphy is an Advisory Director of Hawkeye Partners, a real estate private equity firm headquartered in Austin, Texas, and Trigate Capital, a real estate private equity firm headquartered in Dallas. He is a member of the Urban Land Institute, the Pension Real Estate Association and the National Association of Real Estate Investment Trusts. He received a BA with Honors from The College of William & Mary and an MBA from the University of Michigan.


Karim Ahamed ‘79 HPM Partners Karim Ahamed is a Chicago-based partner and senior investment advisor with HPM Partners LLC, a leading independent investment advisory firm. Prior to HPM Partners, he was a managing director and senior investment specialist with J.P. Morgan Private Banking in Chicago, where he ranked among the nation's top investment advisers. Mr. Ahamed has also held senior investment and wealth management positions with the private banking groups of UBS AG and Coutts & Co, both in the United Kingdom. Mr.

Ahamed received his bachelor's degree from The College of William & Mary, followed by his Master of Management degree from the Kellogg School of Management at Northwestern University. He is also a CFA charter holder. Mr. Ahamed currently serves on the boards and professional advisory committees of various nonprofit organizations focused on arts, culture, education and economic development. Besides his participation in the DoG St to Wall St program, Mr. Ahamed is a regular presenter at the Mason School and currently serves on the 2014 reunion gift committee for his graduating class.

David M. Braun ‘87 Capstone Strategic, Inc.

David Braun is the CEO of Capstone Strategic, Inc., which he founded in 1995 to meet the unique demands of mid-market companies and their corporate growth initiatives. The firm’s clients include Fortune 500 and multinational companies as well as small and family-owned businesses. Mr. Braun has over 25 years of experience formulating growth strategies in a wide range of manufacturing and service industries. He is the author of Successful Acquisitions: A Proven Plan for Growth and founder of the blog www.SuccessfulAcquisitions.net. As an M&A expert he has published numerous articles and has been featured in various media outlets including Fox Business News, CBS MoneyWatch, the Financial Times, and CNN Money. Mr. Braun regularly speaks for the American Management Association and presents his highly regarded seminars at national and regional events. Mr. Braun received his BBA from The College of William & Mary, where he met his wife, Karen ’87. Their daughter, Krista, is a junior at W&M majoring in chemistry.

Jess McAnneny Burt ‘02 BlackRock Jessica K. Burt, Director, is a member of BlackRock’s Platform and Integration team responsible for strategic conformance and adoption of U.S. Regulations, for example Central Clearing of Derivatives.

Conformance and adoption requires building systems and implementing the changes across the full investment cycle from portfolio strategy, trade execution, to all downstream operational flows.

Additionally, Ms. Burt owns the development and relationship with BlackRock’s Legal & Compliance team. Earlier, Ms. Burt spearheaded the firm’s initiative to automate the New Issue process for corporate debt including handling ERISA compliance on New Issues. Prior to joining BlackRock in 2005, Ms. Burt spent two years in the Analytics department of Bloomberg, LP where she focused on CDS and MBS product builds and client training. Ms. Burt earned a BBA in Finance from The College of William & Mary with a minor in Government.

Mark Colm RW Baird Mark Colm is a Managing Director and Co-Head of High Yield Sales at RW Baird. In this role, Mr. Colm represents institutional clients including Mutual Funds, Insurance Companies, Money Managers, and Hedge Funds. He provides them with market color, generates and pitches trade ideas, and advocates their interests on the trading floor. Additionally, Mr. Colm manages his team of 23 salespeople in the Institutional High Yield division of RW Baird’s Fixed Income Capital Markets. Prior to this role, he spent three years at Gleacher & Company as a Managing Director of High Yield Sales, Five years at Deutsche Bank as a Managing Director and Co-Head of High Yield Sales, 10 years at Merrill Lynch in High Yield Sales, and two years at Paine Webber in High Yield Sales. Prior to working in Finance, Mr. Colm worked as an attorney and ultimately a partner at Fortson and White in Atlanta, Georgia practicing Commercial and Corporate Litigation. He graduated with a Bachelor of Arts and Sciences degree from the University of Pennsylvania in 1982 and from Emory Law School in 1985.

Michael W. Cummings ‘93 Wells Fargo Michael Cummings is the Head of Wholesale Operational Risk & Compliance at Wells Fargo Bank, N.A.

He has been with Wells Fargo or a predecessor for over twenty years. Mr. Cummings started his career in Investment Banking and then from 1997 to 2005 founded and managed Equity Capital Markets. In 2005, Mr. Cummings became Chief Operating Officer of the Equity Division where his responsibilities included helping establish and execute the company’s strategies for the cash, convertible, derivatives, structured products, capital markets and proprietary trading businesses. He also focused on expanding the strategic partnership between Wells Fargo Securities and Wells Fargo Advisors, the company’s Retail Brokerage division. From 2009 to 2012, Mr. Cummings developed the Corporate Access business, which focuses on connecting corporate and institutional customers around the world to exchange intellectual capital and enhance their respective businesses. For the last decade, Mr. Cummings has served as Chairman of the Equity, Convertible, Closed End Fund and Capital Allocation Commitment Committees for Wells Fargo Securities. In May 2012, he was appointed Chairman of the Fixed Income Commitment Committee as well. In 2013, he took on the additional responsibility of developing the company’s Business Risk Management Group. This new initiative focused on analyzing businesses within the Wholesale Group that utilize significant credit capital, employ complex models, are operationally intense and/or face heightened regulatory scrutiny. In February 2014, Mr. Cummings accepted the position as Head of Wholesale Operational Risk & Compliance. Because of the increased scale of the Wholesale businesses, heightened regulatory expectations and Wells Fargo & Company’s desire to be the undisputed leader in risk management, the Wholesale Group has embarked on a program to design and execute an industry-leading Operational Risk and Compliance program, led by Mr. Cummings. Mr. Cummings graduated Magna Cum Laude from The College of William & Mary. He received a #1 ranking from the school’s business school, where he graduated with a BBA in finance. Mr. Cummings is also a Trustee Emeritus for The College of William & Mary Foundation. He holds Series 7, 63, 24, 53 and 79 licenses.

Alice Davison P‘16 The Capital Group Alice Davison is a talent acquisition senior manager at Capital Group in New York, where she focuses on global investment group recruiting. She is a Vice President of Capital’s Global Business Services group.

Ms. Davison has 27 years of industry experience, all with Capital Group. Earlier in her career at Capital, she worked as manager of The Associates Program (TAP), a two-year series of work assignments in various areas of the organization. She was also a TAP participant. Ms. Davison holds an MBA with distinction from the Stern School of Business at New York University and a bachelor’s degree in economics from Bowdoin College. She is Director of Forte Foundation and an active volunteer for NJ SEEDS, Grameen Foundation, and W&M’s Parent and Family Council.

Darren Dixon ‘08 Goldman Sachs Darren Dixon is a Vice President in the Latin America Structured Credit Trading group at Goldman Sachs. Mr. Dixon started out in the Principal Funding and Investments U.S. business of Goldman for 4.5 years before transitioning to focus on investing in Latin America in 2013. In his role, he focuses on committing Goldman Sach's balance sheet to provide clients with alternative financing solutions for their businesses. A few examples of the types of assets he has managed and financed are major toll roads, film libraries, television shows, physical gold, and cellphone towers. Mr. Dixon participated in a summer internship with GS in 2007, graduated The College of William & Mary with a BBA in finance, and has been with GS full time since then.

Dan Draper ‘91 Invesco Power Shares Dan Draper is the Managing Director of Global ETFs and heads Invesco PowerShares, one of the world's largest ETF providers with $105 billion in assets under management. He has over two decades of diverse financial services experiences, including nearly a decade of leadership positions in the ETF industry. Prior to joining Invesco PowerShares, he was the Global Head of ETFs at Credit Suisse Asset Management and Lyxor Asset Management/Societe Generale. Mr. Draper was also Director of Business Development for UK and Ireland at iShares/Barclays Global Investors. Earlier in his career, he held various investment banking and private banking positions at UBS, Goldman Sachs and Salomon Brothers in the US, Europe and Asia. Mr. Draper received his MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and his BA from The College of William & Mary. He holds the Chartered Financial Analyst, Chartered Market Technician, Chartered Alternative Investment Analyst, Financial Risk Manager, Chartered Financial Consultant and Certified Financial Planner designations.

Phil Evans ‘84 BlackRock Phil Evans is a Managing Director and serves as head of BlackRock’s Global Provider Strategy (GPS) group, which develops and executes the firm’s operating strategy for partnering with third party institutional companies in the post trade space. He serves on the firm’s Corporate and Business Operations Leadership Committee. Mr. Evans joined BlackRock in 2010 after sixteen years at BNY Mellon. From 1994 to 2001 he served as Country Manager for Italy, Greece, and Italian speaking Switzerland, based in Milan. From 2001 to 2010 he was Managing Director within the Investment Management and Insurance Group, responsible for developing strategy around the bank’s most complex institutional client relationships. Previously, Mr. Evans worked for Bank of America and CoreStates Financial as an international lender working closely with multi-national firms. He holds a bachelor’s degree in economics from The College of William & Mary and an MBA from the Fuqua School of Business at Duke University.

Jen Gasior ‘06 J.P. Morgan Jennifer Gasior, CFA, is an Investment Specialist at the J.P. Morgan Private Bank in New York. In this role, Ms. Gasior assists private clients in the design and implementation of investment portfolios and provides them with advice across asset classes and global markets. Additionally, Jen manages her team’s eleven analysts, who provide support on banking, investment, credit and estate planning matters. Prior to this role, she spent over three years as an equity specialist at the J.P. Morgan Private Bank in New York.

In this role, she advised clients with single stock concentrations on hedging, divestiture and monetization strategies with positions ranging from $2 million to over $100 million in size. She also worked with executives of public companies on transactions in company stock and stock options through the use of over-the-counter derivatives as well as 10b5-1 trading programs. Ms. Gasior holds a BBA from The College of William & Mary, where she graduated Summa Cum Laude. She is a CFA Charter Holder, and has attained Series 7 and Series 63 licenses from the National Association of Securities Dealers.

Becca Gildea ‘12 EY Financial Advisory Becca Gildea, CPA, is a Senior Financial Risk Advisor in Ernst & Young’s Financial Services Office.

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