Embedded Files
Please note: The MBA Catapult and TREI Conference agendas are each thoughtfully designed to be aligned with the mission and applicant interests of their respective programs. MBA program finalists should only follow the MBA Catapult agenda track. TREI finalists should only follow the TREI Conference agenda track. Dual applicants for both the MBA and TREI programs should follow the MBA agenda track on April 18th and 19th, with the exception of attending the Walker & Dunlop Welcome Reception prior to attending the Catapult Career Expo, and then follow the TREI agenda track on April 20th and 21st.
DAY 1
April 18th, 2023
April 18th, 2023
5:30pm – 8:00pm ET
Important
Check-in Security Details
Bring a photo ID for registration
Please do not bring any backpacks, suitcases, etc. to ensure a smooth check-in
Check-in begins at 5:45 PM
A Welcome from Keith Cahill, Toigo Board Member and Head of North America Institutional Investing | J.P. Morgan Asset Management
Toigo Finalists:
On behalf of the Robert Toigo Foundation and JPMorgan Chase, welcome to New York City and congratulations on making it this far in the fellowship process! JPMorgan has been a continuous supporter of Toigo since the organization was founded over 30 years ago. It is a relationship we take great pride in, and we are absolutely thrilled to be the Premier Sponsor of Catapult this year. We are excited to welcome you to JPMorgan headquarters on Tuesday, April 18th at 6:00 PM for a Welcome Reception featuring special remarks from senior leaders of our firm. We will also have representatives from each of our lines of business to welcome you, and we encourage you to spend time getting to know our team.
Attached is the agenda with the details of the formal program featuring industry panels, career expo, and quant camp. I encourage you take advantage of the opportunity to ask questions, build your network, make friends, and learn as much as you can while you are here.
On behalf of the team at RTF and JPMorgan, we look forward to welcoming you!
Thank you,
Keith Cahill
Toigo Board Member
Managing Director, Head of North America Institutional, J.P. Morgan Asset Management
End of Day
End of Day
DAY 2
April 19th, 2023
April 19th, 2023
*Be sure to bring your nametag to both days*
The Westin Hotel at Times Square
7:30am – 8:00am ET
7:30am – 8:00am ET
Majestic Ballroom Foyer
Check-in & Breakfast
8:00am – 8:15am ET
8:00am – 8:15am ET
Majestic Ballroom
Toigo Foundation Welcome
8:15am – 9:15am ET
8:15am – 9:15am ET
Majestic Ballroom
J.P. Morgan Chase Dedicated Session
The JPMorgan Chase panel will feature former summer associates from the MBA Investment Banking, Global Private Bank, and Chase Associate Summer Internship Programs. The panelists will share their insight and experiences in the recruiting process and now as full-time associates. Attendees will walk away with a better understanding of how to navigate the fall recruiting process broadly, with a focus on the JPMorgan Chase internship experience and recruitment.
Speakers
Aileen Daniels| J.P. Morgan Chase
Jarrett Walker | J.P. Morgan Chase
Olga Rocha | J.P. Morgan Chase
Olutade Olulade | J.P. Morgan Chase
9:35am – 10:45am ET
9:35am – 10:45am ET
Majestic Ballroom
Investment Banking Panel
This discussion will focus on the role of an investment banker as an advisor on financial strategies and capital raising and describe the skills and attributes required for a successful career in banking.
Moderator
Elizabeth Oppong | Goldman Sachs
Panelists
Samantha Chibwowa | Evercore
Samantha Chibwowa | Evercore
Ashlie Tyler | Bank of America
Ashlie Tyler | Bank of America
Munashe Makava | Centerview Partners
Travis Sherman | Truist
10:45am – 11:45am ET
10:45am – 11:45am ET
Majestic Ballroom
Investment & Asset Management Panel
Hosted by Franklin Templeton
Hear from a range of professionals across the investment and asset management landscape discuss their firms’ investment approaches, their own career trajectories, peaks and challenges of investment and asset management roles, and keys to a successful career as an MBA in the space.
Moderator
Carla Cantreva-Baessler | American Century Investments
Panelists
Patrick Sanchez | Artisan Partners
Franco Tapia | Capital Group
Katrina Dudley | Franklin Templeton
Maria Osorio | PIMCO
Whitney Young Crawford | Polen Capital
11:45am – 12:00pm ET
11:45am – 12:00pm ET
Break
12:00pm – 1:30pm ET
12:00pm – 1:30pm ET
Majestic Ballroom
Open Networking Lunch
Lunch Provided
1:30pm – 1:45pm ET
1:30pm – 1:45pm ET
Break
1:45pm – 3:00pm ET
1:45pm – 3:00pm ET
Majestic Ballroom
A Conversation on Fintech
Hosted by Cerberus
This conversation will feature experts discussing trends in the Fintech industry and how organizations utilize technology. They will also describe what firms look for when hiring talent and share advice on how MBAs should prepare for a career in Fintech.
Speakers
Christopher Russell | Cerberus
Pavan Arora | Cerberus
3:00pm – 3:15pm ET
3:00pm – 3:15pm ET
Break
3:15pm – 4:15pm ET
3:15pm – 4:15pm ET
Majestic Ballroom
Real Estate Panel
Moderator
Leadi Cole | Greystar
Panelists
Lee Bloch | Carmel Partners
Juan Agudelo | Bridge Investment Group
4:15pm – 4:30pm ET
4:15pm – 4:30pm ET
Break
4:30pm – 5:30pm ET
4:30pm – 5:30pm ET
Majestic Ballroom
Enhancing Your Personal Brand:
Network Building and Personal Branding in Finance
Facilitators
ViableEdu
5:30pm – 6:00pm ET
5:30pm – 6:00pm ET
Break / Dinner
6:00pm – 8:00pm ET
6:00pm – 8:00pm ET
Gershwin Ballroom
Career EXPO
Participating Firms (To Date):
JP MorganAmerican CenturyArtisan PartnersCerberusEvercoreGreystarGTCRHarris WilliamsTIAAFranklin TempletonCenterview Partners Group
T. Rowe PricePIMCOWellington ManagementCarlyle GroupGoldman SachsHinesCapital GroupReverence CapitalCharles SchwabCarmel PartnersThompson Street Capital PartnersKohlberg & Company
End of Day
End of Day
DAY 3
April 20th, 2023
April 20th, 2023
The Westin Hotel at Times Square
7:30am - 8:00am ET
7:30am - 8:00am ET
Majestic Ballroom Foyer
Check-in & Breakfast
8:00am - 9:00am ET
8:00am - 9:00am ET
Majestic Ballroom
Demystifying Asset Management
Hosted by
Engage with a panel of T. Rowe Price investors including Toigo alumni, a veteran, and career switchers. They will demystify asset management, talk about their career paths and discuss opportunities with the firm.
Moderator
Watikqua Lange | T. Rowe Price
Panelists
Nina Xu | T. Rowe Price
Iesha Dorris | T. Rowe Price
Dean Ebozue | T. Rowe Price
Michael Trivino | T. Rowe Price
9:00am - 9:15am ET
9:00am - 9:15am ET
Break
9:15am – 10:30am ET
9:15am – 10:30am ET
Majestic Ballroom
Real Estate Investment Trends: Market Conditions and Opportunities
The COVID-19 pandemic has led to structural changes in how people live and work. This panel will cover key post-pandemic market trends across the primary property sectors of office, retail, and multifamily. The discussion will also include industry responses to current macroeconomic conditions and global priorities such as sustainability.
Moderator
D. Sam Chandan, PhD FRICS FRSPH | NYU Stern School of Business
Panelists
Richard Coles | Vanbarton Group
Lauren Holden | Shopcore
Stephanie Lessick | AvalonBay Communities
10:30am – 10:45pm ET
10:30am – 10:45pm ET
Break
10:45am – 12:00pm ET
10:45am – 12:00pm ET
Majestic Ballroom
Wealth Management Panel
A group of Wealth Management professionals will discuss the outlook for the Wealth Management business, how different firms organize and approach the business, and the variety of roles for MBAs. The experts will also share the keys to success in Wealth Management.
Moderator
Allan Boomer | Momentum Advisors
Panelist
Sam Kang | Charles Schwab
Jock Payten | Nubian Square Advisors
Monique McLemore | BlackRock
12:00pm – 12:15pm ET
12:00pm – 12:15pm ET
Break
12:15pm – 1:30pm ET
12:15pm – 1:30pm ET
Majestic Ballroom
Lessons in Leadership
Lunch Provided
Hosted by
What makes a great leader? In this discussion, TIAA senior leaders will discuss their journey to leadership and the career-shaping lessons they learned along the way.
Moderator
Sherii Webb | TIAA
Panelist
Jill Popovich | TIAA
Raymond Bellucci | TIAA
1:30pm – 2:00pm ET
1:30pm – 2:00pm ET
Break
2:00pm – 3:30pm ET
2:00pm – 3:30pm ET
Majestic Ballroom
Private Equity Panel
Hosted By GTCR
Join us for a robust discussion as panelists from multiple firms demystify private equity. Panelists will share their own career journeys as well as discuss key skill sets required and profiles of those who have successfully transitioned to PE.
Moderator
Lizzie Wintle | GTCR
Panelists
Nelson Iginla | GTCR
Nelson Iginla | GTCR
Tanaka Maswoswe | Carlyle
Tanaka Maswoswe | Carlyle
Reverence Capital
Reverence Capital
3:30pm – 3:45pm ET
3:30pm – 3:45pm ET
Break
3:45pm – 5:15pm ET
3:45pm – 5:15pm ET
Majestic Ballroom
Venture Capital Panel
Join a panel of Venture Capital professionals for a dynamic discussion covering tends in the sector, what makes a successful Associate, how to best position yourself and effectively transition to a career in VC.
Moderator
Ben Shephard | Silicon Valley Bank
Panelists
Nelson McNeil | Wellington Management
Nelson McNeil | Wellington Management
Alaric Craig | Proclivity Systems
Alaric Craig | Proclivity Systems
Jerrod Hill | Audible
Jerrod Hill | Audible
Alejandro Lozano | Newtype Ventures
Alejandro Lozano | Newtype Ventures
Theodore Williams | Salesforce Ventures
Theodore Williams | Salesforce Ventures
5:15pm – 5:30pm ET
5:15pm – 5:30pm ET
Majestic Ballroom
Wrap Up Remarks
End of Day
End of Day
DAY 4
April 21st, 2023
April 21st, 2023
Toigo Quant Camp in Partnership with Pillars of Wall Street
The Westin Hotel at Times Square
8:00am – 9:00am ET
8:00am – 9:00am ET
Majestic Ballroom Foyer
Check-in & Breakfast
9:00am – 12:00pm ET
9:00am – 12:00pm ET
Pearl Room
Quant Camp Session 1: Valuation Fundamentals
9:00am – 12:00pm ET
9:00am – 12:00pm ET
Palace Room
Quant Camp Session 2: Long-Form LBO Modeling
9:00am – 12:00pm ET
9:00am – 12:00pm ET
Royale Room
Quant Camp Session 3: Investment Banking Case Simulation
12:00pm – 1:30pm ET
12:00pm – 1:30pm ET
Lunch Break
1:30pm – 4:30pm ET
1:30pm – 4:30pm ET
Pearl Room
Quant Camp Session 1: Valuation Fundamentals
1:30pm – 4:30pm ET
1:30pm – 4:30pm ET
Palace Room
Quant Camp Session 2: Long-Form LBO Modeling
1:30pm – 4:30pm ET
1:30pm – 4:30pm ET
Royale Room
Quant Camp Session 3: Investment Banking Case Simulation
4:30pm – 5:00pm ET
4:30pm – 5:00pm ET
Break / Networking
4:30pm – 5:00pm ET
4:30pm – 5:00pm ET
Catapult Program Closing Remarks
End of 2023 Catapult
End of 2023 Catapult
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