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William R. Hough MASTER OF SCIENCE IN FINANCE 2019 Annual Report

William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

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Page 1: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

W i l l i a m R . H o u g h

MASTER OF SCIENCE IN

FINANCE2019 Annual Report

Page 2: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

A B O U T T H E

MASTER OF SCIENCE IN FINANCE PROGRAM

T he Master of Science in Finance (MSF) program

started in 2001 and has evolved to primarily a

combined degree program for students from various

University of Florida undergraduate degree programs

wanting to complete both their undergraduate degree and

a Master of Science in Finance degree within four years.

UF undergraduate students apply during their second

year on campus and begin MSF courses in their third

year. Students take graduate-level finance courses

alongside MBA and other finance students, in lieu of

some undergraduate degree courses. Students intern

the summer after their third year with the firm they

plan to return to full time after graduation. Most

MSF students come from undergraduate finance,

accounting, economics and mathematics programs.

The MSF program also serves students who

want access to Ph.D. courses or a joint degree

from the UF Levin College of Law.

Page 3: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie
Page 4: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

2 0 19 A N N U A L R E P O RT : E X E C U T I V E S U M M A R Y

CONTENTSG S I F

The Gator Student Investment Fund is a student-

managed investment fund that gives members a

realistic asset management experience. Students

receive real world experience to ensure they are ready

to stand out in their internships and jobs.

A C A D E M I C S

The MSF program provides a two-year program,

Exploring Financial Economics, with multiple learning

opportunities designed to help students choose from

and prepare for dynamic finance careers.

E N G A G E M E N T

The MSF program provides an engaging experience for

students, but it doesn’t end at graduation. With alumni

events across the country and speaking opportunities

on campus, alumni stay connected to the program.

I M P A C T

The influence of the MSF program continues to grow.

From student teams winning competitions against other

top business schools to alumni being honored in their

careers, the MSF impact is noticed around the industry.

FROM THE DIRECTOR

Greetings from Gainesville.

As we close another successful year in the MSF program, I hope you understand the

profound impact you’ve had on the lives of students in the program. Your willingness to

mentor students, come to campus and provide support have created an opportunity for MSF

students to reach their full potential and successfully compete with students from any

university. Your involvement continues to help us move the program forward.

The following pages highlight the opportunities you have provided and the successes the

students have enjoyed by taking full advantage of them. Interest in the program continues

to go up as enrollment increases. The more diverse interests represented in the larger

classes can be seen in the breadth of placements.

Feel free to reach out to me with your thoughts and comments.

Sincerely,

D A V I D T . B R O W N

D i r e c t o r, M a s t e r o f S c i e n c e i n F i n a n c e p r o g r a m

Page 5: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

№ 9  AMONG PUBLICS

#35 overall in U.S. News & World Report’s

Best Graduate Schools 2020 rankings

№ 4  AMONG PUBLICS

#12 overall in TFE Times’ 2019 Best

Master’s of Finance Programs rankings

MSF PROGRAM STANDS AMONG NATION ’ S ELITE

Page 6: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

M E E T M S F P R O G R A M D I R E C T O R

DAVID T. BROWN, PhD→ Ph.D., 1986; M.A., Washington University, 1983; B.A.,

Tulane University, 1981

→ Former visiting professor at Kellogg Graduate School

of Management, Northwestern University

→ Former investment officer for NISA Investment

Advisors LLC

→ Teaches fixed income securities courses at the

graduate level

→ Current research focuses on real estate finance and

the pricing of default risk in corporate bonds

Page 7: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

2 0 19 A N N U A L R E P O RT : G S I F

INVESTING IN PEOPLE

T h e G a t o r S t u d e n t I n v e s t m e n t F u n d p r i o r i t i z e s a u t h e n t i c i t y.

S t u d e n t s i n t h e o r g a n i z a t i o n d o n ’ t w o r k w i t h f a k e m o n e y

o r s i m u l a t i o n s . T h e y ’ r e a c t i v e l y o p e r a t i n g t o g e t h e r t o f i n d

t h e b e s t w a y s f o r t h e f u n d t o g r o w . N o w o v e r $ 5 6 0, 0 0 0

a s s e t s u n d e r m a n a g e m e n t , t h e r e a r e e n d l e s s o p p o r t u n i t i e s

f o r s t u d e n t s t o s i m u l a t e w h a t t h e i r f u t u r e c a r e e r c a n l o o k

l i k e . F o r e a c h s t u d e n t , i t ’s a n i n v e s t m e n t i n t h e i r f u t u r e .

The Gator Student Investment Fund (GSIF) made a $13,440 donation to the Machen Florida Opportunity Scholars Program this spring.

I n 2 0 1 7 , t h e f u n d a n n o u n c e d i t w o u l d m a k e

a n n u a l p a y m e n t s t h r o u g h a n e n d o w m e n t -

l i k e s t r u c t u r e t h a t p a y s t h r e e p e r c e n t o f

t h e p o r t f o l i o v a l u e t o t h e M a c h e n F l o r i d a

O p p o r t u n i t y S c h o l a r s P r o g r a m , w h i c h p u r s u e s

t h e p r i m a r y g o a l o f g r a d u a t i n g f i r s t - g e n e r a t i o n ,

l o w - i n c o m e u n d e r g r a d u a t e s t u d e n t s .

To r e a d m o r e a b o u t G S I F ’s i m p a c t , v i s i t n e w s . w a r r i n g t o n . u f l . e d u / m s f

Page 8: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

GSIF HEADS TO

THE BIG APPLE

In April, GSIF students presented at

OppenheimerFunds in New York City. The

presentation was hosted by Krishna Memani, CIO

of OppenheimerFunds and Warrington College

of Business alumnus. GSIF’s senior leadership—

Dominique Angione, John Barakat, Patrick

Bowling, Tal Eden and Connor Stone—presented

on the fund’s activity and funding priorities

as GSIF continues to expand its mission and

purpose as an experiential learning opportunity

for students at Warrington.

UF alumni Randy Appleyard (Blackrock), Dan

Katsikas (Tensile Capital Management) and

Larry Smith (Third Wave Global) were also in

attendance to provide feedback on the activity of

the fund and enhance the experiential learning

component of the presentation.

Page 9: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

G S I F h e l d i t s A n n u a l B o a r d M e e t i n g o n t h e U F c a m p u s i n J a n u a r y

w h i l e w e l c o m i n g m a n y i m p a c t f u l

m e m b e r s t o G a i n e s v i l l e .

B O A R D M E M B E R S

– David Brown, PhD, UF Faculty

– Canon Coleman, Sr. Portfolio Manager, Invesco

– Peter Gylfe, Citadel LLC

– William Harrell, Jr, Principal, Capco Asset Management

– Larry Smith, Chairman and CIO, Third Wave Global

– Michael Smith, CIO, Global Endowment Management

Page 10: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

43

Sowing the Seeds of Success

GSIF includes students

from all years in college.

Older students provide

mentorship for the

younger students who

will keep the fund

growing for years to come.

1 2 S E N I O R S

1 2 J U N I O R S

1 9 S O P H O M O R E S

Page 11: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie
Page 12: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

2 0 19 A N N U A L R E P O RT : A C A D E M I C S

OUR GRADUATES HIT THE GROUND RUNNING

T h e M S F e x p e r i e n c e i s b u i l t a r o u n d p r e p a r i n g s t u d e n t s

f o r t h e i r f u t u r e . U n d e r g r a d u a t e c l a s s e s a n d p r o g r a m s

c a n o f f e r g u i d a n c e i n t o t h e f i n a n c e i n d u s t r y s o o n

a f t e r a s t u d e n t g e t s t o c a m p u s t h r o u g h t h e E x p l o r i n g

F i n a n c i a l E c o n o m i c s ( E F E ) p r o g r a m , e n s u r i n g t h e y a r e

r e a d y f o r i m p a c t e a r l i e r i n t h e i r i n t e r n s h i p s . A l l o f t h i s

c o m e s t o g e t h e r t o h e l p p r o d u c e a n M S F g r a d u a t e t h a t

w i l l i m p a c t t h e i r e m p l o y e r o n d a y o n e o f t h e i r j o b . F o r m o r e a b o u t h o w o u r c u r r i c u l u m c h a l l e n g e s s t u d e n t s , v i s i t n e w s . w a r r i n g t o n . u f l . e d u / m s f

100% of incoming MSF students were participants in the Exploring Financial Economics (EFE) program. The program is for students in their first two years and helps them prepare to make career decisions before firms begin junior internship recruiting. It also trains them to succeed in their interviews and provides them with a peer group.

“When I walked into the first EFE Unit 1 session, I was interested in a career in finance, though I did not fully understand what that meant. Now, just a few months later, I have gained a much deeper understanding of not only the financial field as a whole, but also of the various jobs within finance. The information sessions led by representatives from different companies, discussions with current MSF students, and lectures vastly increased my knowledge and understanding of a wide range of subjects.

“I have learned a variety of lessons about business in general, including creating a competitive resume, writing proper emails, and presenting myself in a professional manner. I have enjoyed getting to know my peers in EFE, and I appreciate the advice on ways to become involved at UF. I am extremely thankful for all of the opportunities that EFE Unit 1 made possible for me.” —Daniel Sweeney, rising sophomore.

Page 13: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

INVOLVEMENT PREPARES STUDENTS FOR GROWTHThe EFE program hosted many roundtables and workshops for

students. These included interview workshops, S&T overview

with MSF seniors, a women’s panel and multiple opportunities

for juniors to coach freshmen. Students were also able to

participate in interview practice with Bill Pollert, Senior Vice

President, ARC Advisory Services, LLC.

EFE diversity freshmen were able to meet with Abe Ouano

(MSF ’07), Director-Team Leader, Global Investment Lab-

Americas, Citi Private Bank, NYC, and Citi analyst Sam

Dubiel. Ouano has been instrumental in his firm hiring eight

analysts from the MSF program.

Page 14: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

VISITING IMPACTFUL COMPANIESEFE students visited Raymond James in St. Petersburg

to learn more about the company and the financial

landscape. The trip was hosted by Raymond James

employees Svetlana Torres, Vice President Investment

Banking, and Mercedes Van Woerkom, Managing

Director Equity Research.

W h i l e o n t h e v i s i t , s t u d e n t s w e r e a b l e t o e x p e r i e n c e :

→ An investment banking presentation and walk

through pitch book with two UF alumni

→ Lunch with several UF alumni

→ A presentation and Q&A with Alex Anderson,

Equity Research Associate for Raymond James

Washington Policy Analyst. He spoke to the

group on public policy’s impact on markets and

the economy

Page 15: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

2 0 19 A N N U A L R E P O RT : E N G A G E M E N T

STRENGTH IN NUMBERS

M S F a l u m n i a l l h a v e o n e t h i n g i n c o m m o n — a n

a p p r e c i a t i o n f o r t h e i r e x p e r i e n c e s o n c a m p u s a t U F.

T h i s c o n n e c t i o n p r o v i d e s a s t r o n g n e t w o r k o f a l u m n i

a c r o s s t h e g l o b e . I t ’s a p o w e r f u l n e t w o r k t h a t s e r v e s

a s a l a s t i n g b o n d , b r i n g i n g g r a d u a t e s t o g e t h e r a n d

o f t e n c a l l i n g t h e m b a c k t o c a m p u s t o g i v e b a c k .

To s e e m o r e a b o u t h o w M S F s t u d e n t s a r e r e a d y t o s t a n d o u t , v i s i t n e w s . w a r r i n g t o n . u f l . e d u / m s f

F I N A N C E P R O F E S S I O N A L S P E A K E R S E R I E S

The 2018–19 Finance Professional Speaker Series brought 25 impactful members of the finance industry to the UF campus.

Students were invited to participate in experiences like lunch with Executive Vice President and Chief Financial Officer of WellCare Drew Asher, hearing about Jeff Berryhill’s time in the Structured Real Estate Group in SunTrust Robinson Humphrey’s Corporate and Investment Banking Division, and learning about tail-risk based asset allocation from Eric Przbylinski, CFA, CAIA, Quantitative Researcher/Strategist, Janus Henderson Investors.

2019 SPEAKERS

1. R. Canon Coleman II CFA, Senior Portfolio Manager Invesco

2. Ben A. Plotkin Executive Vice President, Stifel and KBW Vice Chairman Stifel Financial Corporation

3. Elaine McKay Director Annaly Capital Management

4. Jeffrey Utz Director of Equity Research, and Courtnei Sanders, Associate SunTrust Robinson Humphrey

5. Drew Asher Executive Vice President and Chief Financial Officer WellCare

6. Shea Parrish Assistant Vice President High Yield Sales, Credit Distribution Barclays Bank

7. Gina Martin Adams Chief Equity Strategist Bloomberg Intelligence

8. Dan Williams Founder & Managing Director Lightning Partners

9. Eric Przbylinski CFA, CAIA, Quantitative Researcher/Strategist Janus Henderson Investors

10. Philip Reagan and William Eady Executive Directors JP Morgan Asset Management

11. Christopher Winfrey Chief Financial Officer

12. Charles Fisher Senior Vice President of Corporate Finance Charter Communications, Inc.

13. David Lam Associate Macquarie Capital

14. Abraham Ouano Director Chief Innovation Officer Americas Team Leader Global Investment Lab—Americas

15. Michael Cannone Vice President, Global Investment Lab Analyst Citi Private Bank Citibank

16. Jeff Berryhill Principal Net Lease Investments at Stonemont Financial

17. Trevor Berecz CFA, Senior Associate Stonemont Financial Group

18. Brad Boyse Managing Director Bond Lane Merchant Bank

Page 16: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

THE POWER OF THE GATOR NETWORKIn August, the MSF program hosted the 11th annual Gator

Finance Professionals Network Reception in New York City.

The event was hosted by UBS, specifically:

→ J O H N M A T H E W S G r o u p M D & H e a d o f P r i v a t e We a l t h M a n a g e m e n t & U H N W

→ J I M P E L L I C A N E M D U B S F i n a n c i a l S e r v i c e s

→ B R A D S M I T H Y M D & D i v i s i o n D i r e c t o r W M A C l i e n t A d v i s o r y G r o u p S E

The MSF program also hosted the Gator Finance Professionals

Network Reception in Atlanta.

Page 17: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

BRINGING THE BEST TO CAMPUS

MSF hosted a panel titled “Sick Sigma—Industrial

Icon GE’s Un-Glorious Fall From Grace—How Could

it Happen? Who Knew?” The panel was sponsored

by BB&T Foundation of Free Enterprise: Capitalism

and Capital Markets.

P A R T I C I P A N T S

Robinson Bosworth III, Robert Cornell, Timothy

Hubbard, Robert F. McFarland and Richard S. Falk

Page 18: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

BLAZING A TRAIL Ashley Isom (MSF Class of 2021) was

accepted into the highly selective Girls Who

Invest program. The achievement was a

major step for the MSF Program. Ashley will

be completing the Girls Who Invest training

program at the University of Pennsylvania and interning at

Wellington Management in Boston.

Isom benefited from the mentorship of Marta Cotton (BSBA

‘85) throughout the lengthy application process. Cotton,

who currently works as Principal and Director of Client

Development at Matarin Capital, also mentors many of the

growing cohort of MSF women who are seeking careers in

asset management.

Page 19: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

THANK YOU to alumni and friends at

the following firms for hiring rising MSF juniors

for sophomore summer internships:

→ A L E X K E L L I S O N

H e r i t a g e C a p i t a l G r o u p , J a c k s o n v i l l e

→ I A N G A R L A N D

S h o r e l i n e E q u i t y P a r t n e r s , P o n t e Ve d r a

→ R AY J O H N S O N

E x i t E x p e r t s , We s t P a l m

→ M A S O N P O R T E R

D u b i n C l a r k , P o n t e Ve d r a

→ T A N S E L I S M A I L

E n e r g y I m p a c t P a r t n e r s , N YC

→ D A N W I L L I A M S

L i g h t n i n g P a r t n e r s , O r l a n d o

→ S T E P H E N S C H R A M M

H B K S , F o r t P i e r c e

Page 20: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

GATORS HELPING GATORSMSF alumni frequently

return to campus to

recruit from the program.

They’ve experienced the

rigor and growth firsthand

when they were students,

and they understand the

type of impact MSF graduates can bring to their company.

Page 21: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

PROGRAM SUPPORT July 1, ‘18—June 30, ‘19(Gifts made closer to June 30 may not have been recorded in time and will be included in next year’s report)

$25,000 – $49,999

• M. Ann O'Brien (BSBA '78)

$10,000 – $24,999

• Krishna K. Memani (MA ‘82, MBA ‘84)

$5,000 – $9,999

• Sean D. (BSBA '91, MBA '98) & Amy H. (BSR '93) Casterline

• Steven B. (BSBA ‘03, MSF ‘04) & Kimberly B. DeRose

• William J. Krauss (BSBA '05)

• Saul D. Goodman (BSBA '89) & Nathalie Rubens

• Laurence R. Smith (BSBA '79) & Margaret Saba-Smith

• Charles W. (BSAC '81) & Sylvia E. Uhrig

$2,000 – $4,999

• Daniel L. (BABA '03) and Lindsay Beiley

• Kyle J. Deasy (BSBA '11, MSF '12)

• Desi A. DiPierro (BSAC '10, MSF '11)

• Steven M. (BSBA ‘88, MBA ‘99) and Natalie E. Raney

• Bradford W. (BSBA '89) and Laura B. (BSBA '89) Smithy

$500 – $1,999

• Nicholas C. Anderson (BSBA '17, MSF '18)

• W. Bryan (BSBA ‘03, MSF ‘04) and Erin G. Adams

• Andrew Amend (BSBA ‘12, MSF ‘13)

• Michael J. (MSF '07) and Lauren (BSBA '09) Andreas

• Andrew N. Cappello Jr. (BSBA '13, MSF '14)

• Carleena G. Fiorenza (BSBA '14, MSF '15)

• Thomas H., Jr. (BSBA '11, MSF '13) and Emily K. (BS '12, MAIB '13) Ganey

• Chris Hamm (BSBA '09, MSF '10)

Page 22: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

• Ernest (MSF '05) Libershteyn and Natalie (BSBA '04, MSF '05) Liberstein

• Aindrea K. Davis-Mesa (MSF ’05) and Michael J. Mesa

• Kevin A. Mesmer (BSBA '10, MSF '11)

• Stephen C. McCall (BSBA '11, MSF '12)

• Dennis M. McCarthy (BSBA '14, MSF '15)

• Michael H. (BSBA '06, MSF '07) and Sarah M. (MSF '07) Peerson

• Tyler A. Prebor (BSBA '14, MSF '15)

• Sean M. (BSBA '07, MSF '08) and Samantha L. (BSAGE '09, MS '14) Riley

• Brenden M. (BSAC '10, MSF '11) and Aleah Vickers

• Haiyan Wu (MSF '06) and Zhiwen Tang

$1 – $499

• Arif H. Ahmed (BSEE '07, MSEE '08)

• Nicholas A. Alter (BSBA ‘13, MSF ‘14)

• Scott N. Barnett (BSBA '15, MSF '16)

• Anya M. Bedosky (BSBA '14, MSF '15)

• Michael A. Brown (BSBA ‘02, MSF ‘03)

• Sonia M. Chen (BSBA '13, MSF '14)

• James T. (MSF '12) & Whitney Cook

• Brent W. D'Adamo (BSBA '14, MSF '15)

• Jeremy M. Dale (BA '06, BSBA '06, MSF '07)

• Sydney M. Ellmen (BSBA '15, MSF '16)

• James C. Gibson (BA '14, BSBA '14, MSF '15)

• Tansel S. Ismail (BSBA '15, MSF '16)

• Samuel J. (MSF '02) & Michele C. (BSN '00) Loosli

• Jeffrey S. Masse (BSBA ‘13, MSF ‘14)

• Alexander H. (BSBA '15, MSF '16) and Priscila Montgomery

• Daniel E. Milstein (BA ‘15, MSF ‘16)

• Matthew J. (MBA '11) & Kali L. Morgan

• Candice L. Mostisser (BSBA '14, MSF '15)

• Christopher A. (MSF '07) & Justine M. Noth

• Abraham A. (BSBA '06, MSF '07) & Kristin P. Ouano

• David A. Pinsky (BSBA '15, MSF '16)

• Jesse I. Rosenblum (BSBA '07, MSF '08)

Page 23: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

• Mark J. Ruskin (BSAC '12, MSF '13)

• Daniel S. (MSF ‘06) & Laura G. Sanborn

• Danyal A. Sattar (BA '04, BSBA '04, MSF '06)

• Adam M. (BSBA '03, MSF '04) & Emily D. (BSBA '03) Schiff

• Lauren A. Schuhle (BSME '16)

• Christina R. Skitka (BA '13, MSM '14)

• Azer M. Songnaba (BSBA ‘08, MSF ‘09) & Sonia Songnaba

• James R. (BSBA ’89) & Patricia S. Thames

• Mark A. Zebouni (MSF '13)

ENDOWMENTS

• William R. Hough MS Finance Program Endowment

• James G. Richardson Lectureship

• Betty W. Penter Memorial Scholarship

• BB&T Professorship in Free Enterprise Endowment

• Troy & Julianne Davis Financial Markets Education Endowment

• Scott & Kara Friedman Financial Education Endowment

• Ann O’Brien Finance Professional Development Endowment

• Jeffrey M. Levine Banking Scholarship

CORPORATE / MATCHING GIFT COMPANIES

• Bank of America Foundation

• Benevity

• Bloomberg L.P.

• BlueMountain Capital Management LLC

• Fidelity Charitable Gift Fund

• General, Cash Donations-

• KPMG LLP

• Northwestern Mutual Foundation, Inc.

• OppenheimerFunds, Inc.

• Parnassus Investments

• Piper Jaffray & Co.

• Raymond James Charitable Endowment Fund

• Southern Co. Services, Inc.

• SunTrust Foundation

• Wells Fargo Community Support Campaign

• Wells Fargo Foundation

• YourCause LLC for NextEra Energy, Inc.

Page 24: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

2 0 19 A N N U A L R E P O RT : I M P A C T

STANDING ABOVE THE CROWDM S F a l u m n i a n d s t u d e n t s a r e u s i n g t h e i r i n f l u e n c e a r o u n d

t h e w o r l d t o m a k e a n i m p a c t . W h e t h e r i t ’s s t a n d i n g

o u t i n t h e i r i n d u s t r y a s a p r o f e s s i o n a l o r c o m p e t i n g

i n s t u d e n t e v e n t s a g a i n s t o t h e r t o p b u s i n e s s s c h o o l s ,

t h e M S F p r o g r a m i s e n c o u r a g i n g t h e n e x t g e n e r a t i o n o f

f i n a n c e p r o f e s s i o n a l s t o s t a n d o u t a n d i n s p i r e o t h e r s .

To l e a r n m o r e a b o u t h o w M S F a l u m n i a r e i m p a c t i n g t h e i r i n d u s t r y, v i s i t n e w s . w a r r i n g t o n . u f l . e d u / m s f

→ 100% of MSF senior class placed before graduation

→ 100% of MSF junior class accepted summer 2019

internships with firms they expect to return to full time

C L A S S O F 2 0 1 9F u l l -T i m e P l a c e m e n t s

C L A S S O F 2 0 2 0 J u n i o r S u m m e r A n a l y s t P l a c e m e n t s

1 B a n k o f A m e r i c a M e r r i l l L y n c h , N YC

1 B a y s h o r e C a p i t a l , Ta m p a

1 C i t i g r o u p , N YC

2 4 C i t i P r i v a t e B a n k , N YC

1 C o r n e r s t o n e R e s e a r c h , B o s t o n

1 D e l o i t t e C o n s u l t i n g , Wa s h i n g t o n D . C .

1 D e u t s c h e B a n k , N YC

1 D o u b l e l i n e , L o s A n g e l e s

2 2 E v e r c o r e P a r t n e r s , N YC

2 G o l d m a n S a c h s I n v e s t m e n t s , N YC

1 H o u l i h a n L o k e y , N YC

1 J e f f e r i e s , N YC

1 J P M o r g a n , At l a n t a

1 J P M o r g a n , P a l m B e a c h

1 M a c Q u a r i e , N YC

1 N I S A I n v e s t m e n t A d v i s o r s , S t . L o u i s

1 P a y P a l , R i s k & S t r a t e g y , D u b l i n

1 P N C , N e w J e r s e y

1 R a y m o n d J a m e s , S t . P e t e r s b u r g

4 4 R B C , N YC

1 R e g i o n s S e c u r i t i e s , At l a n t a

R S M , M c L e a n VA

1 S i e m e n s M a n a g e m e n t C o n s u l t i n g , O r l a n d o

1 S t e p h e n s , At l a n t a

5 6 S u n T r u s t R o b i n s o n H u m p h r e y , At l a n t a

1 U B S , N YC

2 2 We l l s F a r g o S e c u r i t i e s , C h a r l o t t e

1 We l l s F a r g o S e c u r i t i e s , N YC

Page 25: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

MSF ALUMNUS HONORED Adam D’Augelli was named to CB Insights’ 2019 Top 100

Venture Capitalists list. He was ranked No. 84.

D’Augelli is a partner at True Ventures, which he initially

joined in 2009 as a part of True Ventures’ True Entrepreneur

Corps fellowship program. In the True Entrepreneur Corps,

he worked with B-Stock Solutions, an online marketplace

helping businesses liquidate excess inventory.

“The preparation from MSF is a big part of the skills that have

helped me in San Francisco,” D’Augelli said.

Page 26: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

M S F S T U D E N T S

LEAD THE WAYMSF student Olivia Piatkowski was part of a four-person team that took first place at the Thammasat Undergraduate Business Challenge (TUBC) in Bangkok, Thailand in October. The group outperformed 19 teams from some of the top business schools around the world including University of California—Berkeley, University of Southern California, Canada’s Queen’s University, Australia’s Queensland University of Technology, Denmark’s Copenhagen Business School and National University of Singapore, among others.

A team of MSF juniors—Jacob Henschel, William Tomisino-Perez, and Bradley Peterson—came in second place in the University of Georgia Stock Pitch Competition. “We placed second in our group, although judges lauded our presentation and it was a great learning experience," they said.

MSF junior Graham Boone competed in the Heavener International Case Competition on the UF campus. “One of the most influential opportunities I have had at the University of Florida is my involvement with the Heavener International Case Competition team,” Boone said. “The case competition experience has allowed me to learn how to solve problems quickly and present the solutions in a way that is captivating and convincing.”

Jacob Henschel, William Tomisino-Perez, Bradley Peterson

Olivia Piatkowski, Ophir Rotem, Dr. Sean Limon, Victoria Eidson and Cathleen Maluda

Graham Boone, right, in the Netherlands

Page 27: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

M S F S T U D E N T S

PRIORITIZE DIVERSITYLatin American Women in Business (LAWIB) received the Warrington College of Business award for Best New Business Student Organization for their organizational influence and accomplishments this year.

“As co-founders of LAWIB, we have seen an idea grow into a wonderful organization. In just one semester, we grew into a group of over 30 members and had speakers from Fortune 100 companies. We cannot wait to see what awaits LAWIB next semester,” said LAWIB co-founders and MSF rising seniors Juliette Brito and Sofia Zacharias.

Diversity in Banking & Securities is an emerging student organization at the University of Florida whose efforts are aimed at informing students from diverse and marginalized backgrounds about the opportunities available in the investment banking and securities industry, regardless of major, ethnicity, cultural background, nationality, gender orientation or identity, or socioeconomic status.

It was co-founded by Felipe Gatos, President of the UF Brazilian Student Association, and Pedro Celis, President of the UF Venezuelan Student Association. Marianne Konfe, Evercore Partners summer analyst, and Melanie Ventura, JPMorgan summer analyst, serve on the Executive Board.

Juliette Brito and Sofia Zacharias

Felipe Gatos and Pedro Celis

Page 28: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

CONGRATULATIONS

to MSF senior Dominique Angione ,

who was inducted to the University of

Florida Hall of Fame.

Page 29: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

Multiple MSF students benefitted from

scholarships that eased the financial burden of a

graduate degree.

Shown here in New York City while presenting

with the Gator Student Investment Fund, front

row, left to right:

→ J e f f e r y M . L e v i n e B a n k i n g S c h o l a r s h i p :

P A T R I C K B O W L I N G

→ B e t t y W. P e n t e r M e m o r i a l S c h o l a r s h i p :

D O M I N I Q U E A N G I O N E , C O N N O R S T O N E

→ W i l l i a m R . H o u g h S c h o l a r s h i p : T A L E D E N

Page 30: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

Scan the QR code to watch a short video about the Master of Science in Finance program

Page 31: William R. Hough MASTER OF SCIENCE IN FINANCE · through pitch book with two UF alumni → Lunch with several UF alumni ... Charter Communications, Inc. 13. David Lam Associate Macquarie

w a r r i n g t o n . u f l . e d u / M S F

l i n k e d i n . c o m /g r o u p s / 2 7 2 0 9 1 1