Burridge Center Open Office Hours Spring 2021
Tuesday/Thursday 10-11AM, and by appointment.
 

New (Virtual) Burridge Center Treks 

The Burridge Center is working closely with our Board of Advisors to provide Exploratory and Industry Treks.
 

• Exploratory Treks are for students who are not currently seeking jobs.
• Industry Treks are for students ready to apply for jobs. 

Please go to /business/burridge-center/treks and signup for the trek appropriate for your situation. 

Students attending should be open to learning more about finance in general (Exploratory Treks), and open to positions within Finance (Industry Treks). Your interest *should* not be based on the companies we are visiting. We are actively scheduling company visits and are not able to provide company names prior to registration.

If you are 100% confident in a specific company or job title, these treks are likely not for you.

Women in Finance Forum 5:30 PM Start Time

February 24th
April 1st

 Partners Group Case Competition

Partners Group (PG) is a global private markets investment manager, with US headquarters right here in Broomfield, Colorado. 

We are fortunate to be working with them in hosting the first Partners Group/CU Case Competition. We are looking for student teams, composed of 3-5 students each. Teams must be all Undergrad or all Graduate. Tentative dates are March 22 case released, pitches morning of April 9th, with hopes to held in person on PG's Broomfield Campus.

You will be asked to evaluate the potential opportunity to co-invest with another financial buyer acquiring a software company in the ERP space.

Google Sheet updated with current Finance and Real Estate Job Opportunities.

 (Handshake Signup)

Pillars of Wall Street eLearning Platform

$300 for 3 Months Access

Bloomberg Terminals

Bloomberg has extended the availability of remote access into the Spring Semester. To gain access, you must first complete the Bloomberg Market Concepts (BMC) Certificate. Signup for the BMC using your colorado.edu email address:
 

Real Estate Case Competitions (Undergrad)
 

The Real Estate Center has been organizing and hosting Case Competitions for many years, and the Burridge Center is teaming up to ensure Finance students know about the opportunities too!

Show your interest by signing up here:

Financial Planning and Analysis Group

Meetings on Thursdays at 6PM. Email boulderfpa@gmail.com for info - and more info will be provided in next month's email!

VC Club & Startup Mill

Student-led organizations designed to increase VC education and provide another option to startups looking for assistance during their growth and expansion.  
Meetings Thursdays 5:45PM (VC) & 7:15PM (Startup Mill)
Email anfe6566@colorado.edu and bencunningham2019@gmail.com for more info.

The Leeds Investment & Trading Group, referred to as LIT, is a student-led organization dedicated to cultivating a group of intellectually curious students equipped with both the critical and creative aptitude to participate in the financial markets. In congruence with this mission, LIT promotes widespread financial literacy among its peers, from all interdisciplinary backgrounds, by providing a unique forum in which members can freely learn, discuss, and debate global market trends and investing opportunities. Additionally, the club coordinates events using online trading simulators to allow members to engage in friendly investment competitions, thereby providing its members with both the fellowship and real world investing expertise that we hope will manifest into prudent investment and career decisions.

Meetings on Wednesday at 5PM. Email litgroup@colorado.edu for info.

Season's Greetings!
A list of things to look for in the Spring

New and improved Burridge Center Treks 
 

• Exploratory & Industry (job focused)
• Burridge Board Member Organized
• Pre-Meetings

Women in Finance Forum

• January 26th
• February 24th
• April 1st

Partners Group Case Competition

• March

• January 23 & 24
   

Pillars of Wall Street eLearning Platform
 

• $300 for 3 Months Access
   

Financial Planning and Analysis Group

Formal Information on all activities coming in 2021!
 

The CME Group University Trading Challenge is a complimentary electronic trading competition that allows students to experience the excitement, energy and decision-making environment of real-time trading. Teams of undergraduate and graduate students are provided an opportunity to trade a variety of CME Group products from multiple asset classes in a simulated, professional trading platform provided by CQG.

Over 500 teams registered from more than 200 Universities - representing 30 countries! Leeds had 4 teams register, and we are happy to announce Ralphies Portfolio, made up of Graduate students Lorenzo Correa, Ushna Ahmed and Jose Maguina, placed 5th overall and recieved a cash prize of $500 each! Special thanks to Daniel Brown who provided guidance and brought in former students to help coach and give strategic advice.

Read more about the contest here: 

November is just another regular month, part of a regular year. Nothing to see here...

If you haven't been applying for jobs, but want to start -  bookmark and check regularly. As of this writing, it is THE employer portal. 
Have you ever applied to a position and not been selected? Are you wondering why? Keep your eye out for an opportunity to hear feedback on applications, and ways to separate yourself from the crowd - directly from an employer.

Upcoming Events - All Times Mountain

Bloomberg - Bloomberg's internal certification program, Bloomberg Market Concepts (BMC), is available to all Leeds students remotely this semester. Normally $150 dollars, use your colorado.edu email address to create a login, or sign-in if you've already done so at the .

Students who complete the BMC will be given remote access to the Bloomberg terminals. A course code is not needed, however using code QFDPKYJS4Z will assist with the tracking process. 

 | Mondays/Thursdays | 11:00 - 12:00PM
Drop into a open zoom meeting for an introduction to Bloomberg, or to work on/discuss anything of interest. Also available by appointment - email matthew.fleming@colorado.edu 

 | Nov. 4th  | 8:15 - 9:15AM
The MBA Finance club is hosting , President of Blue Sage Capital Partners here in Boulder, CO. Short presentation by Mr. Kaufman followed by Q&A.

 | Nov. 4th  | 12:30 - 1:30PM
Join us to hear from professionals who work in either an impactful role, or company, with finance. Speaker companies include Janus Henderson, Natixis Investment Managers, and Good Karma.

 | Nov 12 | 4:00-6:00PM
Join us for the first meet and greet style event for both undergrad and graduate students to engage with great companies in commercial real estate. You are able to leave early if needed.

 | Nov. 12 | 5:30 - 7:00PM
The Women in Finance Forum brings female finance professionals together to speak to students about their careers, and have an open discussion. Great conversation! Open to all students, handshake registration required. You are able to join late if needed.
Speakers Include:

Sheila Duffy - Public Trust Advisors (moderator)
Amy Gross - Key Bank
Nonie Ziel - Chatham Financial
Jackie Bove - CoBank

 | Nov. 13 | 12:00 - 1:30PM
Friday, November 13^th, will be the Personal Financial Planning Networking event for financial firms and Leeds students. The event will be held virtually from 12-1:30pm using Congregate software. This application allows each attending firm to have their own virtual round table and enables you to freely move around to the tables of your choice. Please register on Handshake!

Companies include:

• BSW Wealth Partners
• Diversified Asset Management
• JP Morgan
• Plante Moran
• RMB Capital

 | Access survey by November 9th  |
If you are interested in synchronous webinars, please fill out the survey. Pricing dependent on participation. A PDF of the course and webinar can be found here.

 | Wednesdays | 5:00 - 6:00PM
Leeds Investment and Trading Group - join the top finance/business student organization during their weekly remote meetings to discuss the stock market, trending companies and relevant topics. Zoom link will be sent to those who join the mailing list.

 | Continuously Updated | 
It's nearly impossible to stay up to date on everything that is going on - we get it. In addition to Handshake, the Events Calendar, and emails, we will also try to keep this Google document up-to-date with jobs, events, and assorted resources. You'll need to be signed into your identikey colorado.edu google account to access.

Find other events on Handshake, or on the Leeds Events Calendar

Selected emails will continue to be archived on the Burridge Center website - so feel free to check periodically if you misplace this message, or realize you haven't heard anything in a while. Ideas for a better way to communicate with the broad Leeds community? Reach out.

Upcoming Events - All Times Mountain

Bloomberg - Bloomberg's internal certification program, Bloomberg Market Concepts (BMC), is available to all Leeds students remotely this semester. Normally $150 dollars, use your colorado.edu email address to create a login, or sign-in if you've already done so at the .

Students who complete the BMC will be given remote access to the Bloomberg terminals. A course code is not needed, however using code QFDPKYJS4Z will assist with the tracking process. 

 | Mondays/Thursdays | 11:00 - 12:00PM
Drop into a open zoom meeting for an introduction to Bloomberg, or to work on/discuss anything of interest. Starting October 12th. Also available by appointment - email matthew.fleming@colorado.edu 

 | Oct. 2 | 8:30 - 12:30PM
Open to Graduate Students Only - Develop critical communication and presentation skills that allow you to showcase your knowledge, and how to successfully adapt them to today's zoom environment. Although designed especially for students who want to improve their competitiveness in the Natural and Organic Case Competition, it is open to all graduate students. Leeds Professors Lorna Christoff, Jennifer Bone. & Heather Kennedy will discuss case competition prep, presentation and communication and perspective on the Naturals & Organics industry. 

 | Oct. 6 | 2:00 - 2:30PM
Point72 is a global asset management firm led by Steven Cohen (who just bought the Mets) that uses Discretionary Long/Short, Macro, and Systematic strategies to invest in eight offices across the globe. Information session.

 | Oct. 12 | 4:00 - 5:00PM
Join Cassie Dobos, Associate and Jon Wiley, Managing Director for an information session on Forbes M&A, opportunities and an interactive case study. Review the , and email me for a sample report (file to large to include here).
 

 | Oct 13 | 5:30-7:00PM
The Women in Finance Forum brings female finance professionals together to speak to students about their careers, and have an open discussion. Great conversation! Open to all students, handshake registration required.
Speakers Include:

Elizabeth Funk - Hilltop Securities (moderator)
Dylana Gross - Public Trust Advisors 
Erica Ruge, PNC 
Lori Taylor, Empower Retirement
Sara Zervos, The Pao App

 | Register by October 15th |
Pillars of Wall Street normally comes each semester for a 3-day intensive in-person excel and financial modeling boot camp. This year’s course will be remote and will consist of 2 components: eLearning suite and live webinars. The eLearning Platform will be available for $300, which is a 40% discount to their standard $500 rate. This discounted price will be available until Oct 15th. Access will be granted for 3 months. We are also in discussions to offer live webinars later on in the semester at an additional cost - a detailed PDF of the course can be found here.

 | Wednesdays | 5:00 - 6:00PM
Leeds Investment and Trading Group - join the top finance/business student organization during their weekly remote meetings to discuss the stock market, trending companies and relevant topics. Zoom link will be sent to those who join the mailing list.

 | Continuously Updated | 
It's nearly impossible to stay up to date on everything that is going on - we get it. In addition to Handshake, the Events Calendar, and emails, we will also try to keep this Google document up-to-date with jobs, events, and assorted resources. You'll need to be signed into your identikey colorado.edu google account to access.

Find other events on Handshake, or on the Leeds Events Calendar

Welcome to the most unique Fall semester to date! The Burridge Center is working to create, host and promote various events and guest speakers to make Fall 2020 one to remember!

We won't have weekly newsletter to clutter your inbox, but rather a monthly email identifying known items for the upcoming month. Additionally, we will make use of Handshake, the Leeds Event Calendar and our website as resources.

Importantly, we are able to offer a limited amount of scholarship to Leeds Finance students. 

Roberto Caccia is on leave this semester, so please email matthew.fleming@colorado.edu if you'd like to connect. Matt will be on campus and able to meet in-person by appointment only.

All Times Mountain

 | Sept 9 | 12:00PM
This is an opportunity to virtually network with companies in quick 5-minute video sessions. Find out about industry, company culture, and hear about current job openings.

• BSW
• Chatham Financial
• Deloitte Finance
• Morgan Stanley
• Chase – Private Bank & Commercial Bank

 | Sept 10 | 6:45PM
Hear the Citigroup San Francisco Investment Banking Technology team present upcoming Investment Banking opportunities. This session is open to all students. 

 | Sept 11 | 12:00-1:00PM
The Women in Finance Forum brings female finance professionals together to speak to students about their careers, and have an open discussion.
Current Student Panel Information Session

CFA Information Sessions | Sept. 14 | 3 1-hour sessions!
Signup is via Handshake



This panel will discuss the CFA organization, exam and student membership opportunities. 
Panelists include:
Jeremy Tjaden: Institutional Client Research Associate at Janus Henderson Investors
Jeremy Frenkel: Equity Analyst at Colorado PERA
Johnathan Burnham: Managing Director and Director of Platform Development at Thornburg Investment Management

 |  Application Deadline Friday September 11 @ Noon
The case competitions (Bascom, Miller, Cornell) attract an array of students and task the teams with analyzing an actual commercial real estate transaction, rendering a detailed recommendation, and providing a presentation of their analysis and proposal. The competitions themselves are the culmination of an intensive multi-day analysis preparation, done exclusively by the students, and a day of presentations. The teams are judged on their investment recommendations, approach to the problems, and presentation skills.  Judges in the competition are real estate executives representing top companies in the industry. Cash prizes are awarded to the top teams. More information found in the survey.

 | Complete Interest Survey by Monday, Sept 14 |
The Pillars of Wallstreet normally come each semester for an in-person excel and financial modeling tutorial. This year will be remote -

 | Sept 15 | 4:00-7:00PM & Sept 16 | 1:00-4:00PM
Network with companies and learn about internship and job opportunities. All Leeds students are invited to attend including undergraduates, MBAs, MS students and business minors.

 | Complete Survey by EOD Sept 21 | 
The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.Winning local teams advance to the sub-regional competition.

 | Sept 24 | 5:30-7:00PM
The Women in Finance Forum brings female finance professionals together to speak to students about their careers, experiences and have an open discussion.
Panelists Include:
Amanda Breslin, Chatham Financial
Jami Farr, Sector Spdr ETFs
Lauren Metz, Platte River Equity
Makenzie Guth, Davita
Moderated by Ellen Balageur, Retired Global Managing Director at Accenture

 | Registration Open | Closes Sept 30 @ 4:00PM |
Each University can ONLY have up to 6 teams, 3 Undergrad and 3 Graduate, each with 3-5 students. If you would like assistance with the challenge, please list matthew.fleming@colorado.edu as faculty advisor, and I will work with faculty/staff to provide help.   Additional questions? Email Matt.