The panel will explore how three Booth MBA's made the transition from senior leadership roles at large Wall Street firms to form their own financial service startups.
Event Details
As moderator, Brian Egger will ask each panelist about the challenges and rewards of forming financial advisory and banking organizations, and how each panelist's careers at large financial service organizations prepared them to become principals or founders of their own firms. We will discuss the importance of building both managerial and analytical skill sets. The event will include a 45-minute panel discussion, followed by 30 minutes of audience Q&A.
$20 for Booth School or other university alumni
(Includes light snacks and soft drinks)
Speaker Profiles
Brian Egger (Moderator) '92
Industry Events Chair, Chicago Booth Alumni Club of Greater New York City
https://www.chicagobooth.edu/alumni/clubs/newyork
Brian Egger is Senior Gaming & Lodging Analyst and Consumer Team Leader at Bloomberg Intelligence. He is author of Social Media Strategies for Investing (Adams Media/Simon & Schuster) and an avid public speaker and TV/radio commentator on the casino, hotel and cruise sectors. Brian was a nationally-ranked analyst at Credit Suisse and BMO Capital Markets, where he was Associate Director of Research. He earned a BSE from Wharton and taught security analysis as an adjunct finance professor at Columbia Business School. Brian lives in New Jersey with his wife and two sons and plays guitar in his spare time. He graduated from Chicago Booth in 1992.
Nick Colas (Speaker) '91
Founder, DataTrek Research
https://datatrekresearch.com/
Nick Colas (Booth '91) is Co-Founder of DataTrek Research, which produces a daily report on markets, data, and disruption. He was previously Director of Research at Rochdale Securities, Chief Market Strategist at ConvergEx Group, Portfolio Manager at SAC Capital and Senior Automotive Analyst at Credit Suisse.
John Bai (Speaker) '92
Head of Sales, Fundstrat Global Advisors
https://www.fundstrat.com/
John Bai (Booth '92) is Head of Sales at Fundstrat Global Advisors, an independent research boutique providing market strategy and sector research. Prior to co-founding Fundstrat, he was Head of Asia and US Equity Sales at Mizuho Securities USA, Head of Hedge Fund Sales at Calyon Securities (CLSA) and Head of Asia Equity Sales at ING Barings.
Joe Adipietro (Speaker) '92
Co-Head of Advisory Group, ASGARD Securities
https://asgardpartners.com/
Joe Adipietro (Booth '92) is Co-Head of the Advisory Group at ASGARD Securities, an investment banking firm that provides capital-raising and strategic advisory services to middle market companies. He was previously Managing Director at Credit Suisse, Vice President at Donaldson, Lufkin & Jenrette and Citicorp Securities.
Questions
Brian Egger, '92
Industry Events Chair, Chicago Booth Alumni Club of Greater New York