Fall 2023
- Nov 16 - Capital Markets and Economic Update: Fireside chat w/ Soofian Zuberi, Global Head of Equities, Bank of America and Harry Mamaysky, Faculty Director PFS and MSFE
- Nov 13 - Victor Haghani book talk: “The Missing Billionaires”: Victor Haghani, Founder, Elm Wealth and Ciamac Moallemi, Faculty Director, Digital Finance Lab
- Oct 10 - Future of Wealth Management: Merrill Lynch Wealth Management, Raj Sharma, author of “The Purposeful Wealth Advisor” and Kenneth Correa, Head of Business Development and Client Relations
- Oct 3 - State of the Economy: Fireside chat w/ Mark Zandi, Chief Economist, Moody’s and Harry Mamaysky, Faculty Director PFS and MSFE
Spring 2023
- Apr 18 - Wealth Management Industry & Opportunities: Andy Sieg, President, Merrill Lynch Wealth Management; Raj Sharma, Managing Director, Merrill Lynch Wealth Management, moderated by Harry Mamaysky, Faculty Director, MSFE and PFS
- Mar 23 - Has Systemic Risk Re-Emerged?: Ellen Zentner, Chief US Economist, Morgan Stanley; Savita Subramanian, Head of US Equity and Quantitative Strategy, BofA; Kelly Ye, Head of Product, Fidelity Digital Assets
- Feb 27 - State of the Markets: Liz Ann Sonders, Chief Investment Strategist, Schwab; Anna Wong, Chief US Economist, Bloomberg; Zach Pandl, Head of Global Strats, Goldman Sachs, moderated by Harry Mamaysky, Faculty Director MSFE and PFS (View recording here.)
Fall 2022
Nov 15 - Tax-Optimized Investing: Tarun Gupta, Managing Director and Global Head of Research & Investment Technology, Invesco
Nov 1 - State of Global Markets: Soofian Zuberi, Global Head of Equities, Bank of America hosted by Harry Mamaysky, Faculty Director MSFE and PFS
Spring 2022
Mar 1 - Disruption in Financial Services: Tom Vandever '98, Head of FIG M&A, Barclays
Feb 8 - Effective Decision-Making in the Equity Markets: Perry Boyle, Point72 (retired)
Jan 25 - Breaking Down the Macro Backdrop, the Fed and Market Conditions: Brian Friedman, Global Head of Market Strats, Goldman Sachs
Fall 2021
Dec 1 - Global Cryptocurrencies & Digital Assets: Alkesh Shah '94, Head of Global Crypto and Digital Assets Strategy, BAML
Nov 16 - Quantitative Finance Landscape & Careers: Steve Haggerty, MSFE Advisor and Former Global Head of Research, Moon Capital and BAML
Oct 25 - How Quantitative Research Informs Fundamental Analysis: Refinitiv
Sep 22 - Opportunities in Quantitative Research: Vanguard
Sep 20 - Quantitative Finance Career Landscape: Bob Shainheit, CambioSystematic
Spring 2021
- Mar 15 - Finance Alumni Conversation Series featuring PFS board member Fabrizio Gallo, Former Global Head of Equities, BAML: "Sell-side and Buy-side Trends in 2021"
- Feb 3 - Finance Alumni Conversation Series featuring PFS board member Tom Vandever '98, Head of FIG M&A, Barclays: "How to sustain a long-term career in financial services?"
Fall 2020
- Nov 17 - Featured speaker Ed Altman: 50 Years of Z-Scores - What Have We Learned and COVID-19 and the Credit Cycle hosted by the Distressed Investing and Restructuring Club