Shows
Leadership and Business234 Matt Fiordaliso - Bridging Machine Learning & FinanceIt seems wherever you go, working professionals and companies are talking and strategizing about artificial intelligence, machine learning, and ChatGPT. And many of those conversations have taken place fairly recently. But before all the buzz, way back in 2016, Ai Spark began researching ways machine learning could intersect with finance. Now the organization uses a technology and people approach for credit risk analysis. Matt Fiordaliso is a partner at Ai Spark. He’s a William & Mary graduate who serves on the board of the Boehly Center for Excellence in Finance at the William & Mary School of Business. On a recent vi...2025-01-0515 min
Leadership and Business227 Dan Draper - Leading a Complex OrganizationThe role of the CEO: In this particular case, it means leading a complex global organization. One with employees all over the world, interacting with a robust board, and countless other stakeholders. For Dan Draper, the CEO of S&P Dow Jones Indices, the job means that, and more. Earlier this month, Draper was the keynote speaker for “From Dog Street to Wall Street,” an annual event hosted by the Boehly Center for Excellence in Finance at William & Mary School of Business. Afterward, he joined us to discuss the many aspects of the CEO’s role, including stakeholder management, unders...2024-09-2122 min
Leadership and Business224 Cate Faddis - The Leadership JourneyCate Faddis is in the midst of an interesting career and journey. She has spent over 25 years in investment management and financial services, working as a managing partner at Mason Capital Partners, and President and Chief Investment Officer at Grace Capital. Early in her career she spent time with Deloitte and Putnam Investments. Today she’s a portfolio manager for Zevin Asset Management. A William & Mary graduate who went on to earn her MBA at Harvard Business School, Faddis spoke at the annual Women’s Stock Pitch, hosted by the William & Mary School of Business and its Boehly Center for...2024-07-0916 min
Leadership and Business223 Annelise Osborne - From Hoodies to SuitsThe intersection of finance, technology, and the future are the focus of a new book, titled “From Hoodies to Suits: Innovating Digital Assets for Traditional Finance.” The book just released this month bridges the gap between the hoodies - who invented the technology behind the digital assets - and the suits who run traditional financial markets. Annelise Osborne is the book’s author. A William & Mary graduate who went on to earn her MBA at Columbia, Osborne spoke at the annual Women’s Stock Pitch, hosted by the William & Mary School of Business and its Boehly Center for Excellence in Finan...2024-06-1519 min
Leadership and Business222 Lisa Petrelli - Leadership & Global MarketsLast month, the William & Mary School of Business and its Boehly Center for Excellence in Finance hosted the annual Women’s Stock Pitch competition where 24 teams consisting of undergraduate women from the world’s top universities competed, networked, and learned. One of the keynote speakers for the event was Lisa Petrelli, managing director, acting country head, and head of global markets for Canada at UBS. A board member for 100 Women in Finance, Petrelli has 25 years of experience on Wall Street. After delivering her keynote, she sat down with us to talk about a variety of subjects pertaining to Wall Stre...2024-05-2418 min
Careers in Finance30 Fred Henritze, Roger Pratt & David Klepser - Commercial Real Estate InvestmentsToday, host Morgan Hutter welcomes Roger Pratt (’74) who has had a long career in the real estate investment space - most notably with Prudential, Fred Henritze (’76) of the Brookdale Group, and David Klepser (’97) of Ram Realty Advisors. They discuss commercial real estate investments, what the various real estate investment types are, what students can do to learn more about the commercial real estate investment field, and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2022-12-2137 minCareers in Finance29 Taylor Mokris and Mark Decker - Commercial Real Estate DevelopmentToday on the show, we’re excited to welcome Mark Decker (’97), CEO of Centerspace, and Taylor Mokris (’06), Senior Vice President of Seniors Housing and Care at Bellwether Enterprise Real Estate Capital. Mark and Taylor join host Morgan Hutter to discuss their career paths that led them to the commercial real estate space, the difference between commercial real estate, residential real estate, and REITs, how commercial real estate banking is different from investment banking, and much much more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2022-12-0736 minCareers in Finance28 Nicholas Kwasnik - The Social Media ImpactOn today’s show, host Morgan Hutter is joined by Nicholas Kwasnik, a first-year student at William & Mary. Nicholas is a Senior Analyst at William & Mary’s Mason Investment Club, and is Vice President of the school’s John Quincy Adams Society Chapter, and today will take a look at the social consequences of our addiction to social media and the relationship of the largest social media companies to the financial services industry. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2022-11-0820 minCareers in Finance27 Alhassan Ouf and Abbey Doski - The Fellow ExperienceToday on the show, host Morgan Hutter welcomes Alhassan Ouf and Abbey Doski to talk about the Boehly Center’s Post-Baccalaureate Fellowship. Abbey and Alhassan are previous fellows in the program and join the podcast to share their experiences; what they accomplished, who it benefited their future careers, the favorite aspects of their time as a fellow, and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2022-10-1129 minCareers in Finance26 Rachel Southern and Danita Trice - Transitioning from Student to Employee - Part 3Today on part 3 of our Transition from Student to Employee series, host Morgan Hutter along with Danita Trice and Rachel Southern discuss adjusting to office culture. How long should it take a new employee to acclimate to a new work environment? Should a new employee voice their opinion on everything immediately? What virtual meeting backgrounds are appropriate? Listen in to find out the answers to these questions and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2022-05-2726 minCareers in Finance25 Rachel Southern and Danita Trice - Transitioning from Student to Employee - PartOn this second episode of a three-part series on preparing for success, host Morgan Hutter welcomes back Rachel Southern and Danita Trice to talk about email and time management. The average person receives 78 work emails a day and spends approximately 37 hours a week on email. Listen in as they discuss the best tips and tricks to keep your life organized, both inside your inbox and outside of it. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2022-05-1325 minCareers in Finance24 Rachel Southern and Danita Trice - Transitioning from Student to Employee - Part 1Transitioning from student life to a full-time employee can be challenging. In this episode - part 1 of a 3-part series - host Morgan Hutter welcomes Rachel Southern , the Assistant Director for Industry Advising in Business Careers in the Office of Career Development and Professional Engagement in the Cohen Career Center, and Danita Trice, Associate Director Over Academic Engagement at the Boehly Center. They discuss tips, tricks, and best practices students should utilize when making the leap from campus life to full-time corporate employee. If you'd like to learn more about The Boehly Center come visit us at...2022-04-2936 min
Leadership and Business174 Molly Nissman - The Psychology of Women InvestorHow do you invest your money? Chances are, your gender plays a role in where you invest, how you invest, and the results you generate. When it comes to wealth management, there are considerable differences between the approaches men and women take. Molly Nissman is Vice President, Wealth Management and Portfolio Manager at UBS Financial Services in Norfolk, Virginia. She’s spent her career helping people get the most from their money. She was on campus recently for the annual Women’s Stock Pitch and Leadership Summit hosted by the William & Mary School of Business and its Boehly Center for...2022-04-2119 minCareers in Finance23 Madison DiLenge & Eliza McKenney - Economic ConsultingHost Morgan Hutter welcomes Madison DiLenge and Eliza McKenney of Cornerstone Research. Both are resent alums of William & Mary and today speak about their careers at Cornerstone - what kind of company it is, what kind of work they do, their passion about being economic consultants, and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2022-04-0734 minCareers in Finance22 Joey Smith & Alex Sadid - Personal Financial Planning & Financial LiteracyOn today’s show, host Morgan Hutter welcomes Professor Joey Smith of the Raymond A. Mason School of Business, and the William & Mary Financial Literacy Program Coordinator Alex Sadid. They discuss why financial literacy is important, how the William & Mary Financial Literacy Program can help current students prepare for financial planning after graduation, and the importance of planning for retirement. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2022-01-1031 minCareers in Finance21 Samira Imamverdiyeva - Mergers & AcquisitionsOn today’s show, host Morgan Hutter welcomes MBA graduate Class of 2001 Samira Imamverdiyeva. Samira speaks about her career journey from William & Mary to being the current Mergers and Acquisitions Controller for American Express, what her job entails, what students should consider when thinking about a career as a Mergers and Acquisitions Controller, and much more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-12-2237 minCareers in Finance20 Laura Holden - Investment BankingToday on the show, host Morgan Hutter welcomes William & Mary graduate and Investment Banker with New York City’s Raymond James, Laura Holden. Laura talks about her career journey into investment banking, how different sizes of investment banks do different things, and her advice for students considering entering the investment banking field. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-11-2245 minCareers in Finance19 Pam Suzadail - Online FinanceToday on the show, host Morgan Hutter previews William & Mary’s brand new Online Masters of Science in Finance with Associate Dean for Online Programs and Executive Director for the Center for Online Learning, Pam Suzadail. They talk about the genesis of the program, what services are offered, and how it benefits students. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-11-0813 minCareers in Finance18 Julie Agnew, Ellen Longman & Josh Hurwitz - Ph.D ResearchToday on the show, host Jad Howell welcomes Ellen Longman, a senior research analyst at the NY Federal Reserve; Josh Hurwitz, an economics Ph.D student and teaching fellow at Harvard; and Professor Julie Agnew from the Mason School of Business. Together, they talk about their experiences pursuing a Ph.D, what drives a Ph.D candidate, and the sacrifices that need to be made along the way. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-10-2542 minCareers in Finance17 Tony Nobili - Financial Risk ManagementToday, host Morgan Hutter welcomes Tony Nobili. Tony has a BBA in Finance from William & Mary (’92), and an MBA from the University of Louisville (’94). Tony is currently in client strategies at Bank of America and joins the show today to discuss financial risk management; what is risk management, how to identify risk, and what risks are on the horizon for the finance industry. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-10-0426 minCareers in Finance16 Rachel Southern & Carlos Freyre - Deciding About or Between JobsWilliam & Mary students are beginning to receive job offers, and decisions need to be made regarding which offers to accept. Today on the show, host Morgan Hutter welcomes Rachel Southern, Assistant Director for Industry Advising in the Cohen Career Center, and Carlos Freyre, a student at William & Mary majoring in Finance and International Relations. How can students best decide on whether or not to take a job, or how can students decide between two competing job offers? Join us today as Rachel and Carlos give their expert opinions. If you'd like to learn more about The Boehly...2021-09-2023 minCareers in Finance15 Carl Tack - Corporate FinanceOn this episode of Careers in Finance, host Morgan Hutter welcomes Professor Carl Tack. Professor Tack is the former co-director of the Boehly Center, and currently teaches Corporate Finance at the Mason School of Business. They talk about Professor Tack’s journey to teaching corporate finance and the many twists and turns along the way, what all is involved with corporate finance, and how students can best prepare themselves for a career in corporate finance. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-09-1340 minCareers in Finance14 Dannita Trice & Dezire Morris - Fall Programming & Re-Opening Boehly CenterToday on the show, host Morgan Hutter welcomes Dannita Trice - Associate Director of Academic Engagement, and Dezire Morris, Administrative Project Coordinator at the Boehly Center. In this episode, you’ll learn how students can contact and utilize the resources inside the Boehly Center, the events and programs that are scheduled throughout the year, and the unique Incentive Program available to students. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-08-3022 minCareers in Finance13 Noha Baltagi - The Hiring TimelineToday on the show, host Jad Howell welcomes Noha Baltagi, Senior Associate, Human Resources, at IHS Markit. Noha is the head of all intern and graduate hiring, and joins us today to talk about all aspects of acquiring a career at IHS Markit, and elsewhere. Noha shares her tips and tricks for creating a resume that gets noticed, what to do before an interview, how to maximize virtual interview time, and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-07-1332 minCareers in Finance12 Lange Allen - Real EstateToday, host Jad Howell welcomes Lange Allen, Managing Director at USAA Real Estate. Lange shares his vast knowledge about the Industrial Real Estate space, including what his career path was that led to his position at USAA Real Estate, how industrial real estate was affected by the pandemic, and what’s in store for the future of real estate. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-05-2729 minCareers in Finance11 Kendrick Ashton and Professor Joe Wilck - Data FeastToday, guest host Morgan Hutter welcomes Professor Joe Wilck, Clinical Associate Professor of Business Analytics, Machine Learning Operations at the Raymond A. Mason School of Business; and Kendrick Ashton, an alumnus from the class of 1998, who is the co-founder and managing partner at The St. James - a lifestyle health and wellness brand. The St. James is participating in the annual Data Feast Case Competition this year, and Kendrick and Professor Wilck join us today to talk about the competition - how students can benefit from real world data sets, and how businesses can benefit from input by the...2021-05-1132 minCareers in Finance10 Jon Lamb - AlternativesToday, host Jad Howell welcomes Jon Lamb, Portfolio Manager for Orion Resource Partners. Jon speaks about his career path which led him to his current position, what a day in the life of a portfolio manager looks like, and what students can do today to prepare for a career in investment banking or private equity. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-04-2929 minCareers in Finance09 Seth Carpenter - Market ResearchOn today’s episode, host Jad Howell welcomes Seth Carpenter, the US Chief Economist at UBS. Seth shares his career trajectory in economics, from his undergraduate studies at William & Mary, to his graduate studies at Princeton; working at the Federal Reserve and the private sector. Tune in today to hear Seth give advice on what undergraduate students should do to prepare for a career in economics, either in the private or public sectors. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-04-1334 minCareers in Finance08 Alice Davison - The Women's Stock Pitch & Leadership SummitToday on the show, host Jad Howell welcomes Alice Davison from The Capital Group to talk about the Women’s Stock Pitch and Leadership Summit, how it differs from other events of its kind, what students can get out of it, and how it is more than just a networking and recruitment event. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2021-03-2331 minCareers in Finance07 The Power of MentorshipToday on the show, host Jad Howell welcomes Professor Julie Agnew, as well as alumns Alexis Vitali and Richard Hartmann to talk about all things mentorship, including how the mentorship program at the Boehly Center got started, how mentorships can benefit students, and how to truly take advantage of a mentorship opportunity. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2020-12-2225 minCareers in Finance06 Career Preparation - After the Job OfferToday, Jad welcomes back Patrice Lincoln, Director of Graduate Career and Advising at the Graduate Career Management Center, Morgan Hutter, Associate Director, Strategic Engagement, Boehly Center, and Renard Myles, Director of Employer Engagement and Programming, Cohen Career Center, for another discussion on how you might be successful, and the resources available to you, as you identify and pursue your career interests, and what to do as you receive job opportunities and offers. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2020-12-1525 minCareers in Finance05 Career Preparation - Before the Job OfferToday on the show, host Jad Howell welcomes Patrice Lincoln, Director of Graduate Career and Advising at the Graduate Career Management Center, Morgan Hutter, Associate Director, Strategic Engagement at the Boehly Center, and Renard Myles, Director of Employer Engagement and Programming at the Cohen Career Center. Tune in as our experts help students answer questions they may have about how to navigate their potential career path. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2020-12-0827 minCareers in Finance04 Prepared for Success - The Power of LinkedIn & Your NetworkHost Jad Howell once again sits down with Dawn Edmiston, Clinical Professor of Marketing, Raymond A. Mason School of Business at William & Mary, and Chris Maher, Retired Senior Advisor, EY, to continue their discussion on Personal Brand. On today’s show, they talk about the best platforms to use for disseminating your personal brand, how best to construct one’s LinkedIn page, and the importance of following up on network connections and showing appreciation. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2020-12-0131 minCareers in Finance03 Prepared for Success - Building a Personal BrandYour personal brand is what you bring with you everywhere you go. Today on the show, host Jad Howell is joined by Dawn Edmiston, Clinical Professor of Marketing, Raymond A. Mason School of Business at William & Mary, and Chris Maher, Retired Senior Advisor, EY, to talk about all things personal brand. What makes up a personal brand? How important is it? And why should everybody authentically live their own personal brand? If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2020-11-2423 minCareers in Finance02 Meet The Boehly Center Staff - Corporate RelationsIn today’s episode, we’ll continue with our introduction to The Boehly Center team, and further discuss the resources and services available to students through The Boehly Center. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2020-11-1924 minCareers in Finance01 Meet The Boehly Center Staff - Academic AdvisingIn today’s inaugural episode, your host Jad Howell, Executive Director of The Boehly Center, will introduce The Boehly Center team: Morgan Hutter, Associate Director of Strategic Engagement, and Melanie Weast, Associate Director of Academic Engagement. They’ll be discussing The Boehly Center’s mission, it’s offerings, and how these resources and services benefit students who are either pursuing or considering a career in the financial services industry. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.2020-11-1730 min
Leadership and Business119 Todd Boehly - Leadership, Business and BaseballWhile many professionals become successful by focusing on one business or one sector, Todd Boehly has taken another route to success. He seems to be into everything: An entrepreneur, philanthropist, businessman, and investor. Boehly’s been active in a variety of sectors including media, professional sports, insurance, real estate development, and entertainment to name a few. He’s involved in organizations like the Los Angeles Dodgers, Pizza Hut, and Dick Clark productions. Boehly’s the co-founder, chairman, and CEO of Eldridge Industries, a private investment firm founded in 2015. He recently visited William & Mary to take part in the annual Women’...2019-08-1522 min