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Financial Services FAST Track

Event Sessions
Schedule is subject to change.

Thursday, May 18, 2023

9:30 AM–12:45 PM ET



10:00 AM–NOON ET

Pre-Conference Session: Financial Services 101 (Optional)

Training the Street delivers an overview of Financial Services Industry structure and 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.

Presenter: Scott Haahr, Senior Instructor, Training the Street

Sponsored by:
Credit Suisse

12:00–12:45 PM ET


12:45–1:15 PM ET

Conference Opening Session

1:15–3:30 PM ET

Building Your Network & Pitching Yourself Workshop

This interactive workshop will provide an opportunity for attendees to practice their networking skills. This highly interactive session 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

3:45–4:45 PM ET

Executive Panel: Voices from the Top

Senior 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.

Moderated by: Nogie Udevbulu, Manging Director, BlackRock

4:45–5:00 PM ET

Group Photo

5–6:30 PM ET

Networking Reception

Friday, May 19, 2023

8–8:30 AM

Breakfast and Networking



Financial Services Showcase Sessions I - III

Showcase sessions feature Associate/VP level MBA alumni sharing their experiences, rewards, and insights on a career in financial services within their business area.

8:30–9:45 AM ET

I. Investment Banking Traditional

Moderated by: Rose Haber, Associate, Natural Resources Group, Goldman Sachs

10–11:15 AM ET

II. Investment Management - Private Wealth And Asset Management

Moderated by: Rachel Gibson, Associate, J.P. Morgan Private Bank at JPMorgan Chase & Co

11:15 AM–
12:30 PM ET

Networking Lunch

12:30–1:45 PM ET

III. Investment Banking-Boutique

Moderated by: Laura Jones, Investment Banking Associate at Moelis & Company

2–4 PM ET

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.

4–4:15 PM ET

Closing Remarks


Expert speakers and panel presenters