Jason Schultz will be on campus for undergraduate interviews the morning of September 20. The application link is below, and it will be live until September 18.

https://app.joinhandshake.com/jobs/3024717

Jason, a 2008 UW-ASAP grad, is a Director in Leveraged Finance and covers Technology, Telecom, and Retail and the head of internship recruiting. The attached NM 2018 Investment Report provides additional information about the orgainization. 

This is an excellent investments internship and accessible to undergraduates. CMC students have had good success with NM in the past.

UW alumni from Robert W. Baird & Co. and Northwestern Mutual Capital will be on campus to discuss their industry, firms, and active employment opportunities. The event will be held in 2120 Grainger on Thursday, September 5th from 6:00 p.m. - 7:00 p.m. followed by a social gathering at the Nitty Gritty.

Robert W. Baird & Co. is an employee-owned and privately held investment company headquartered in Milwaukee with over $181 billion in client assets. The speakers will describe their firm and job opportunities in equity capital markets including investment banking, equity research, and institutional sales and trading.

• Kevin Condon, Equity Research Analyst
• Michael Pesendorfer, Research Analyst

Northwestern Mutual Capital manages more than $6 billion in direct private debt and private equity capital and is an active investor in leveraged buyout, growth equity, and infrastructure transactions. The team consists of over 30 investment professionals with headquarters in Milwaukee.

• Mike Peterson, Principal

If you would like to RSVP in advance, please email Cara Scadden at cara.scadden@wisc.edu. However, please note that this is an open event and you are welcome to attend without an RSVP.

Passing along a prvate equity investment associate opportunity with the Stephens Group for Summer 2020. The Stephens Group (“SG”) is a private equity firm based in Little Rock, AR targeting investments in industries across the U.S., including industrial and commercial products and services, specialty distribution, B2B food and beverage, consumer products, and technology infrastructure and tech-enabled services. SG is backed by the resources of the Stephens Family. SG targets deploying $150 - $200 million of equity capital each year, which equates to a fund of $800 million to $1 billion.

Enterprising Investor, a CFA Institute publication had a nice summary of James Valetine’s CFA Institute 2017 Conference presentation: Equity Research and Valuation. Valentine is a former transportation analyst with Morgan Stanley who now runs AnalystSolutions, an equity analyst evaluation and training firm. He is also the author of Best Practices for Equity Research Analysts, an excellent how-to book for aspiring analysts. We assign numerous readings from the book in the Applied Equity Markets Research (AEMR) class and highly recommend it. The author describes Valentine’s 11 rules of thumb when determining equity valuations and setting price targets.