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NOVEMBER 2, 2019

Since the Davis Center opened in 1999, it has been providing students with the real-world experience of managing an investment portfolio while giving its members the opportunity to develop their analytical, research, quantitative, and leadership skills. As a result, our graduates have enjoyed a distinct competitive advantage when vying for jobs, and now occupy offices in the most prestigious investment firms across the country. A celebration was held on November 2, 2019, in recognition of the 20th anniversary of the Davis Center for Portfolio Management, and included the following events.


November 2 - 5:00 p.m.

The highlight of the 20th anniversary celebration was a keynote address by STEVE EISMAN on Saturday, November 2, at 5:00 p.m. in the UD RecPlex.

A prominent figure in Michael Lewis' The Big Short, Mr. Eisman is one of the most knowledgeable and respected analysts on Wall Street today. He began his career at Oppenheimer & Co. where he was ranked as an All-Star Analyst by both Institutional Investor  and The Wall Street Journal on multiple occasions. He later served as Partner and Senior Portfolio Manager at FrontPoint Financial Services Fund where he rose to fame as one of the few to foresee the subprime mortgage crisis, which triggered the worst economic disaster since the Great Depression.


Alumni dropped by the Davis Center for Portfolio Management in Miriam Hall between 10:00 a.m. and 11:30 a.m. to meet the current members and reminisce with old friends.


The Investment Symposium was held in the Boll Theatre in Kennedy Union, and featured the following panel discussions:

Davis Center Alumni Panel
11:45 a.m.-1:00 p.m.

The Davis Center Alumni panelists discussed their tenure as student managers of the Flyer Investments Fund.  Both Melanie and Alex are former Senior Managers of the Davis Center while Brian and Carli served as Associate Managers.

Melanie Goss Sejba '03, Accountant, Strah & Associates, Barberton, OH
Brian Antenucci '03, Wealth Advisor/Principal, Bartlett Wealth Management, Cincinnati, OH
Alex Stahl '17, Analyst, BlackRock, New York, NY
Carli Turrittin '17, Asset Management Analyst, J.P. Morgan, Chicago, IL

investment consultant panel
1:15-2:15 p.m.

These panelists hail from various institutions that serve as the primary middle man between the asset manager and the client, such as the UD endowment fund. Their primary role includes making asset manager recommendations to their clients, performing manager due diligence, and monitoring portfolio performance on a risk-adjusted basis.

Michael Joecken '00, Senior Vice President, Callan Associates, Chicago, IL
Quincy Brown, Vice President/Director of Client Service, Fund Evaluation Group, Cincinnati, OH
Scott Davis, Chief Investment Officer, Indiana Public Retirement System, Indianapolis, IN
Gordon Young, Sr. Retirement Consultant, Willis Towers Watson, Milwaukee, WI

investment management & Research panel
2:30-3:30 p.m.

The Investment Management & Research Panel included speakers from both the "buy-side" and "sell side."  The "buy-side" is the investment management arm of large banks, insurance companies or other investment companies such as J.P. Morgan, BlackRock or Fiera. The "sell-side" is the investment research division of a brokerage firms such as Morgan Stanley or William Blair. Typically, an investment research analyst at such a firm specializes in one economic sector.

Morgan Metz Moriarty '11, Vice President, J.P. Morgan Asset Management Multi-Asset Solutions, New York, NY
John Nersesian, Head of Advisor Education, PIMCO, New York, NY
Michael Kalbfleisch '81, Senior Vice President/Portfolio Manager, Fiera Capital, Dayton, OH
Ben Bollin, Analyst/Partner, Cleveland Research Company, Cleveland, OH





School of Business Administration

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Dayton, Ohio 45469 - 2226
School of Business Administration