Finance

Are you curious to learn about the various roles and functions in the finance industry? Have you ever wondered what happens to the money you deposit into your bank, or how supply and demand drive our economy? Careers in finance are filled with rewarding opportunities to innovate and solve problems that impact every facet of our lives; from our health, food and agriculture, to borrowing, and investing. Whether you are curious about the steps involved in entering the finance industry, the different paths that your career can take, or how the theories we learn in our University of Chicago classrooms will translate to our career, this event is a great way to answer your questions and meet inspiring people. These alumni have prestigious backgrounds ranging from Investment Banking to Financial Planning, Sales and Trading to Private Equity, and more. This is a can't-miss opportunity to learn from these accomplished alumni about what it takes to succeed in a rewarding financial services career. If they can do it, so can we!

Roundtable Participants

David Abuaf, AB'02, MBA'08

Portfolio Manager, Forman Investment Services

Mr. Abuaf graduated from the College with a degree in Economics in 2002 and a MBA in 2008. Additionally, he holds the CFA designation and has been in finance since the summer before attending undergrad. As an undergrad, he played for the school's varsity tennis team, was the president of Blackstone and Stoney Island dorms, along with other extracurricular (honestly, who remembers everything 15 years later?). As an MBA student, Mr. Abuaf was a member of the Investment Management, Hedge Fund, Warren Buffet Clubs, and was the president of the Swim club. Professionally, Mr. Abuaf spent the first portion of his career working in Fixed Income (currencies, interest rates, exotic derivatives), the second portion in Hedge Fund Manager Research, and has spent the past 9 years as an Equity Analyst and Portfolio Manager. (Table 39)

Ophelia Barsketis, AB'79

Senior Portfolio Manager, Northern Trust

Mrs. Barsketis graduated with a degree in 1979. Since she was a commuter student and worked nearly full time as well, she had minimal participation in after school activities. The one thing she remembers is playing a lot of handball. In 1981, Mrs. Barsketis received her international MBA from a small school in Arizona, American Graduate School of Int'l Management, where alums are known as Thunderbirds. Mrs. Barsketis has spent her entire career in the investment field. She was mostly in the global investing field. After September 11th and four kids, the world of international travel no longer appealed to her. Mrs. Barsketis lives in the western suburbs. (Table 40)

John Boese, AB'03, MBA'13

Product Development Manager, Invesco

Mr. Boese graduated from the College in 2003 with a degree in Sociology and received his MBA from Chicago Booth in 2013 with concentrations in Finance, Economics, and Strategic Management. While in the College, he was a member of the Psi Upsilon Fraternity. He joined Invesco this year as a Product Development Manager for the firm's PowerShares ETFs, in which he oversees the product development process and ongoing maintenance of the current product line. Prior to this role, he worked within Global Structured Products at Nuveen from 2013-17 and occupied successive positions in the corporate/institutional and asset management divisions of Northern Trust from 2007-13. His first role after graduating from the College was at a boutique management consulting firm in Chicago. He lives in the suburbs of Chicago with his wife and spends his free time chasing his toddler and dog around the house. (Table 41)

Alaina Bompiedi, AB'15

Research Analyst , Morningstar, Inc

Ms. Bompiedi graduated from the College in 2015 with a degree in Philosophy. As an undergrad, she was involved with Undergraduate Women in Philosophy and the Undergraduate Philosophy Club, served as an Assistant Resident Head (RA) in Flint House, and worked as a research assistant at the Language Processing Lab. She joined Morningstar's Manager Research team in 2016 as a mutual fund analyst covering fixed-income investments. She lives in Chicago and is a devout supporter of Snitchcock Scav. (Table 42)

Justin Chang, AB'15

Analyst, Lazard

Mr. Chang graduated from the College in 2015 with a degree in Statistics and Economics. Mr. Chang is now an Analyst in Lazard's middle market advisory practice, where he focuses on M&A and capital raising advisory services for clients in the consumer products and business and education services sectors. He also interned at Lazard during the summer before joining full time after graduating. (Table 44)

Alexander Clifford, AB'11

Partner, OneChain Capital, LLC

Mr. Clifford graduated from the College in 2011 with a degree in Economics. He was an options/derivatives trader for 6 years at Consolidated Trading LLC in Chicago. He is now a cryptocurrency trader at OneChain Capital in downtown River North. (Table 47)

Anil D'Souza, AB'91, AM'91

Operations Director, TPG Capital, LP

Anil D'souza graduated from the College in 1991 with a BA in History. He served as a First Lieutenant in the United States Marine Corps from 1991-1995. He has held positions at companies such as, IBM, McKinsey & Company, and Hospira. Anil now serves as the Operating Director at TPG Capital. (Table 43)

Jeremy Harvey-Brown, AB'16

Analyst, Prairie Capital

Mr. Harvey-Brown graduated from the College in 2016 with a degree in Economics and Philosophy. While at the College, Mr. Harvey-Brown participated in intramural sports teams, greek organizations, and worked at the Ex Libris Cafe. After graduation, he joined Prairie Capital as an analyst. He spends his time leading acquisition due diligence and supporting portfolio companies. (Table 44)

Peter Huang, AB'16

Equity Research Analyst, Susquehanna International Group

Mr. Huang graduated from the College in 2016 with a degree in Economics. While in the College, he was on the Investment Committee of The Blue Chips Investment Club and was also a member of UCIB. After graduating in 2016, he joined Susquehanna International Group as a Buy-Side Equity Research Analyst in the Chicago office. (Table 45)

Alexei Iouchkov, SB'13

Quantitative Researcher (Algorithmic Trading)

Mr. Iouchkov graduated from the College in 2013 with degrees in Mathematics with Specialization in Economics with Departmental Honors and Computer Science with General Honors. While in the College, he was involved in the UChicago Careers in Business: Financial Markets program and helped co-found the Midwestern Trading Competition. Post-graduation, Mr. Iouchkov has continued his involvement with the competition by mentoring students tasked with designing the cases, and taking part in industry panels hosted during the competition. Professionally, Mr. Iouchkov is a Quantitative Trader / Researcher focusing on low latency, algorithm-driven strategies in a variety of asset classes. (Table 46)

Douglas Jackman, AB'89, MBA'95

Executive Vice President, Thomas White International, Ltd.

Mr. Jackman graduated from the College in 1989 with a degree in Economics and from the Booth School in 1995 with an MBA in Finance and Accounting. While in the College, Doug was active in Varsity Football, Order of the C and Psi Upsilon Fraternity. He was awarded the Howell-Murray and a member of the Maroon Key Society. Today, Mr. Jackman is an Executive Vice President of Thomas White International, Ltd. and a Senior Member of the Investment Committee. He joined the firm in 1995. The firm manages $2.0B in global equities. Mr. Jackman is also responsible for institutional client service and marketing areas. He is also a member and Director of the CFA Society of Chicago. From 1989-93, he worked in NYC at Morgan Stanley programming equity and f/x trading systems. In college, he worked as a research assistant at the Center for Research in Security Prices. (Table 47)

Jackson Jenkins, AB'14

Senior Investment Banking Analyst, Raymond James

Mr. Jenkins graduated from the College in 2014 with a degree in Economics. While in the College, he was involved with the College's Men's Track and Field team as well as the Order of the C. After graduating from the College in 2014, Mr. Jenkins joined Raymond James where he is now a senior investment banking analyst. His work focuses on mergers and acquisitions as well as capital raises for middle market companies in the industrial space. (Table 48)

Max Leichtman, AB'99, MBA'07

Manager, Investment Strategy, Commonwealth Edison

Mr. Leichtman is the Manager of Investment Strategy at Commonwealth Edison, a subsidiary of Exelon Corporation. His responsibilities include overseeing the development of ComEd's $2B annual investment plan for transmission and distribution assets. Previously, Mr. Leichtman served as Manager, Regulatory Projects and Assistant Chief of Staff to Exelon's Chairman and CEO. He began his career at Exelon in the Finance organization. Before coming to Exelon, he worked in the Office of Development and Alumni Relations at UChicago and served as a policy adviser for US Senator Phil Gramm. Mr. Leichtman is a 1999 graduate from the College with a degree in Political Science. In 2007, he received an MBA from the Booth School of Business. Mr. Leichtman lives in Naperville and is married to a College alumna and formerly served on the UChicago Alumni Board for seven years. (Table 48)

Gabriel Loboguerrero, AB'16

Associate, KPMG

Mr. Loboguerrero graduated from the College in 2016 with a degree in Economics. While in the College, he was a member of several on-campus groups such as the Men's Volleyball Team, Sigma Chi Fraternity, and UChicago Careers in Business. Mr. Loboguerrero just recently joined KPMG as an Associate to work under the firm's Investment Banking practice specializing in sell-side M&A transactions. Previously, he worked at Credit Agricole Corporate and Investment Bank as an analyst in the Chicago office. He currently lives in Chicago and volunteers with Launch U, an organization focused on pairing young professionals with high achieving urban scholars to help expose them to college life and career opportunities. (Table 49)

Patrick Phillips, AM'92, AB'92

Associate Director, University of Chicago

Mr. Phillips graduated from the College in 1992 with an AB in public policy and an MA in social science. While in the College, he was involved with the Organization of Black Students (OBS), Campus Theater, WHPK, tutoring, and was an Office of Admissions volunteer. Upon graduating, Mr. Phillips began his career as a private banker and stock broker with Northern Trust in Chicago. After 10 years at Northern Trust, he spent another 15 years as a wealth advisor for such firms as Citigroup, Ameriprise Financial, and Robert W. Baird & Co. He lives in Chicago with three children. His hobbies include martial arts, biking, jogging, reading, and travel. (Table 45)

Jeremy Seeman, AB'15, SM'18

Quantitative Analyst, Wolverine Trading

Mr. Seeman graduated from the College in 2015 with a degree in Physics, and is currently a graduate student in Statistics. While in the College, he was involved with research at the Computation Institute and performed in multiple music ensembles, including University Symphony Orchestra and Dirt Red Brass Band. After undergrad, Mr. Seeman joined Wolverine Trading, a proprietary trading firm in Chicago, IL, where he is a quantitative analyst working on high-frequency market microstructure models. Additionally, Mr. Seeman runs the data analysis internship program and other on-site educational efforts at Wolverine. In his free time, Mr. Seeman volunteers with Adler Planetarium's Far Horizons research group, which investigates atmospheric phenomena using high-altitude balloons and satellite prototypes. He lives in Wicker Park with his fiance and two cats, Higgs and Hubble. (Table 39)

Bo Shi, AB'12

MBA Candidate 2019, The University of Chicago Booth School of Business

Mr. Shi is a 2012 graduate of the College with a degree in Economics. During his time as an undergraduate, he founded UChicago's chapter of the Sigma Chi Fraternity, participated in Campus Catalyst, and performed with Chicago Men's A Cappella and UChicago Bhangra. Post-graduation, Mr. Shi began his career as a strategy consultant at L.E.K. Consulting in Chicago. In 2014, he moved to Cleveland to join Primus Capital, where he spent three years as a private equity associate, making growth investments in high-growth technology companies. Today, Mr. Shi is a first year MBA student at Chicago Booth as a Booth Scholar and Toigo Fellow. He is happy to be back home in Chicago and proud Double Maroon. (Table 46)

Siddhant Sirpal, AB'09

Portfolio Manager, tuscan ridge asset management llc

Mr. Sirpal graduated from the College in 2009 with a degree in Economics. He joined Spot Trading as a volatility trader out of college, before eventually joining a start up event driven hedge fund called Tuscan Ridge Asset Management, where he is currently a portfolio manager. (Table 40)

Andrew Song, AB'15

Credit Research Analyst, PPM America, Inc.

Mr. Song graduated from the College in 2015 with a degree in Economics. His work experience has predominantly been in the fixed income/credit universe, ranging from asset-backed securities to corporate loans and bonds. Mr. Song is now a Credit Research Analyst for PPM America, an investment management firm, where he covers the following sectors: metals & mining, homebuilders, building products, and oil & gas. (Table 41)

Robert Walsh, AB'12

Derivatives Trader, Belvedere Trading

Mr. Walsh graduated from the College in 2012 with a degree in Economics. While in the College, he was a member of the varsity football team, Order of the C, and Phi Gamma Delta. After graduating, he entered the Trader Trainee Program at Belvedere Trading. Mr. Walsh is a market maker that traded grains options for four years, and now trades SPX options for Belvedere. (Table 42)

John Warren, AB'15

Regional Consultant, Goldman Sachs

Mr. Warren graduated from the College in 2015 with a degree in Political Science. While in the College, he was involved in UChicago Careers in Business and the rugby team. After graduating, Mr. Warren worked for Alliance Bernstein as a private wealth associate and later, an internal wholesaler at Guggenheim Investments. Today, he works for Goldman Sachs Asset Management as a Regional Consultant. (Table 43)

Will Zhang, AB'11

Partner, Onechain Capital

Mr. Zhang graduated from the College in 2011 with a degree in Economics. While in the College, he was Captain of the Men's Tennis team, and was also a member of Psi Upsilon. Upon graduation, Mr. Zhang joined BMO Capital Markets as an Investment Banking Analyst. He then moved to The Vistria Group, a private equity firm where he was an Associate on the investment team and also served as Director of Business Development for one of Vistria's portfolio companies. Most recently, Mr. Zhang launched OneChain Capital a trading firm within the emerging cryptocurrency/digital asset space. (Table 49)