Event Sessions
Schedule is subject to change.

Check-In

Pre-Conference Session: Financial Services 101 (Optional)

Training the Street delivers an overview of the financial services industry structure and the work performed within each business line (with specific emphasis on Investment Banking/Sales & Trading/Asset Management, Private Wealth Management, and Alternative Investments). Key terminology and skills required for each functional area will be reviewed.

Scott Haahr, Senior Instructor, Training the Street

Lunch and Peer Networking

Conference Opening Session

Executive Panel: Voices from the Top

Senior executive women from financial firms share their career experiences and discuss their strategies for keeping all aspects of their lives moving forward.This moderated panel discussion will explore the career choices that led to their success, the natural trade-offs that occur in every long and rewarding career, and the strategies for having a fulfilling personal life. Audience Q & A will follow moderated discussions.

Building Your Network & Pitching Yourself Workshop

This highly interactive workshop will provide an overview on the importance of strategic networking and how to prepare for cocktail receptions, exploratory calls, and other “meet and greet” opportunities. Each attendee will have an opportunity to practice their “elevator pitch” and receive just in time feedback on how to improve your impact. Specific aspects of networking with financial services representatives will be discussed.

Presenter: Marjie Terry, Corporate Trainer, Great on the Job

Group Photo

Networking Reception

Use this time to engage with representatives from Forté corporate partners who are looking to connect with high-potential MBA students (like you).

Breakfast and Peer Networking

Financial Services Showcase: Investment Banking (Traditional)

MBA alumni will share their experiences, perspectives, and insights on a career in traditional investment banking.

Financial Services Showcase: Investment Management, Private Wealth, and Asset Management

MBA alumni will share their experiences, perspectives, and insights on a career in investment management, private wealth, and asset management.

Lunch and Peer Networking

Financial Services Showcase: Investment Banking (Boutique)

MBA alumni will share their experiences, perspectives, and insights on a career in investment banking at a boutique financial firm.

An Inside View of the Recruiting Process

Your first year of business school will be exciting and full of quick deadlines and decisions. Recruiting for your summer internship will start early and require you to be ready to make decisions. In this session, recruiters provide insight and tips for navigating the interviewing and recruiting process at financial firms. This session will give you a head start on landing your summer internship.

Closing Remarks