MBA Program, Financial Management
Whittemore School, University of New Hampshire
Professor Ahmad Etebari and
Mr.
Fred Whittemore
Professor Ahmad Etebari and
Mr.
Fred Whittemore
Program Sponsor: MorganStanley
Other Contributors: Citigroup Harvest Capital Tacqueville Asset Management
Merrill Lynch UBS (USA) Bear Stearns NASDAQ
NY Merc KBC Financials Ring the opening......... BELL
EMBA Class of 2008:
George Almgren
Jayendra Bhagat
Kevin Duffy
Paul Kell
Kevin Luffman
Kevin Maher
MaryAnn Moeri
Sean Rafferty
Kevin Talty
Michael Willitts
Richard Yoblonsky
Fall 2007, Exective MBA Class:back to top
Wed
11/142:00pm: Bus departs from NEC for NYC Required: Bring a picture ID + enthusiasm;
Hotel: FLATOTEL at 135 West 52nd Street. wear formal attire, but comfortable shoes.Thur
11/158:30 am: Gather in the lobby, walk to NASDAQ MarketSite, Times Square
9:00am-9:45am: Opening Bell at NASDAQ Market Site
10:00am-11:30am: "Managing Earnings", Joseph Zock (UNH '77) , Tocqueville Asset Management, 40 West 57th St, 19th FL.
11:45am-12:30 pm: Lunch on your own-------------------------- Joint Program, Day and Executive MBA --------------------------
12:30pm: Meet in the lobby of Morgan Stanley at 552 5th Ave, between 42nd and 43rd.
12:45pm: Bob Towse – Advisory Director, Insurance Joint Venture
1:00pm: Richard Berner – Managing Director, Co-Head of Global Economics
1:45pm: Matthew Diczok – Executive Director, Global Capital Markets
2:30pm: John Greenwood – Senior Advisor, Firm Management
3:30pm: Fred Whittemore – Advisory Director, Firm ManagementRead about investment banking, asset management, bonds, economy, subprime...
visit: Bond Market Update The Living Yield Curve6:00pm-8:00pm: Reception at Union Club, 101 E 69th St. (between Lexington and Park)
Fri
11/167:50am: Gather in hotel lobby for subway to 390 Greenwich Street Citigroup (Take Red Line 1; get off at Franklin Station)
8:30am-9:00am: Welcome and Introduction to Citigroup - North Conference Room
Terry Tracy (UNH '80), Managing Director, Product Manager, Municpal Bonds
9:00-9:30am: Equity Sales and Trading, TBA
9:30-10:00am: Muni Cash Sale, TBA
10:00-10:30am: Derivatives, Tom Rasmussen, Managing Director & Co-head, Retail and Institutional Sale
10:30-11:00am: Terry Tracy
11:00-12:00pm: Trading Floor Tours
11:30 -12:30pm: Lunch Read: What are municipal bonds?1:10pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: John Lekman)
8:00pm-10:00pm: Broadway show - TBA - will find out if the cast is on strike!!!Sat
11/17Checkout by 11:00 a.m. Luggage can be checked at the fronk desk.
1:15pm: Bus departs from Flatotel; 1:30pm from Coutyard
FTMBA Class of 2008:
Michael Bartlett
Meghan Berggren
Evin Callahan
Carla Carreon
Amanda Colby
Cheryl Debelis
William DeMaida
Jean-Baptiste Gay
Andrea Genovese
Ryan Gray
Patricia Grennen
Ali Gurkan
Michael Harrington
Hayley Holmes
Alison Hudson
Monica Jaferian
Shaun Kellogg
Lancen LaChance
Vandana Laxmi
Erika Lehman
Bradley Martin
Sang Ah Park
Jared Price
Vincent Puleo
Kaustav Roy
Erik Ryan
James Severance
Erika Shaw
Changli Song
Sebastian Titz
Kailun Xu
Tinglan Yang
Charlene Zerbinopoulos
Fall 2007, Day MBA Class:
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Wed
11/145:00am: Bus departs from the West Edge Lot for Courtyard at 3 East 40th at the corner of 5th Ave. Required: Bring a picture ID, enthusiasm, questions...; wear formal attire, but comfortable shoes. Thur
11/15
-------------------------- Joint Program, Day and Executive MBA --------------------------
12:30pm: Meet in the lobby of Morgan Stanley at 552 5th Ave, between 42nd and 43rd.
12:45pm: Bob Towse – Advisory Director, Insurance Joint Venture
1:00pm: Richard Berner – Managing Director, Co-Head of Global Economics
1:45pm: Matthew Diczok – Executive Director, Global Capital Markets
2:30pm: John Greenwood – Senior Advisor, Firm Management
3:30pm: Fred Whittemore – Advisory Director, Firm ManagementRead about investment banking, asset management, bonds, economy, subprime...
visit: Bond Market Update The Living Yield Curve6:00pm-8:00pm: Reception at Union Club, 101 E 69th St. (between Lexington and Park)
Fri
11/167:50am: Gather in hotel lobby for subway to 390 Greenwich Street Citigroup (Take Red Line 1; get off at Franklin Station)
8:30am-9:00am: Welcome and Introduction to Citigroup - North Conference Room
Terry Tracy (UNH '80), Managing Director, Product Manager, Municpal Bonds
9:00-9:30am: Equity Sales and Trading, Mary Weldon, Director, US Retail Equity
9:30-10:00am: Muni Cash Sale, Bill McNerney, Director, Institutional Sale
10:00-10:30am: Derivatives, Tom Rasmussen, Managing Director & Co-head, Retail and Institutional Sale
10:30-11:00am: Terry Tracy
11:00-12:00pm: Trading Floor Tours
11:30 -12:30pm: Lunch Read: What are municipal bonds?1:10pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: John Lekman)
8:00pm-10:00pm: Broadway show - TBA - will find out if the cast is on strike!!!Sat
11/17Checkout by 11:00 a.m. Luggage can be checked at the fronk desk.
1:15pm: Bus departs from Flatotel; 1:30pm from Coutyard
Fall 2007, Exective MBA Class:back to top
Thur
11/155:00am: Bus departs from the West Edge Lot (The Lot is 1/2 mile past the football field)
Hotel: Courtyard at 3 East 40th at the corner of 5th Ave.12:30pm: Meet in the lobby of Morgan Stanley Dean Witter, Times Square.
12:30pm-4:30 pm: Morgan Stanley Dean Witter, Times Square
12:30pm: Gather in the lobby, Morgan Stanley Bldg
12:45pm-1:00pm: Bob Towse, Advisory Director, Insurance Joint Venture.
1:00pm-1:45pm: "The FED and Interest Rate Environment," David Greenlaw (UNH '80), MD, Chief Economist
1:45pm-2:30pm: Greg Peters, Managing Director, Credit Strategies.
2:30pm-3:15pm: Thomas Hughes, Managing Director, Investment Management - Global Distribution
3:15pm-4:30pm: Fred Whittemore, Advisory Director.
Read: Bond Market Update The Living Yield Curve Learn about hedge funds & Private Equity6:00pm-8:00pm: Reception at Union Club, 101 E 69th St. (between Lexington and Park)
Fri
11/167:50am: Gather in hotel lobby for subway to 390 Greenwich Street Citigroup (Take Red Line 2 or 9; get off at Franklin Station)
8:30am-9:00am: Welcome and Introduction to Citigroup - North Conference Room
Host: Terry Tracy (UNH '80), Managing Director, Product Manager, Municpal Bonds
9:00-9:30a: Equity Sales and Trading, Mary Weldon, Director, US Retail Equity
9:30-10:00a: Geoff Coley (UNH '82), Managing Direcor & Co-Head of Global Fixed-Income
10:00-10:30a: Muni Cash Sale, Bill McNerney, Director, Institutional Sale
10:30-11:00a: Derivatives, Tom Rasmussen, Managing Director & Co-head, Retail and Institutional Sale
11:00-11:30a: Terry Tracy
11:30 -12:30p Trading Floor Tours + Lunch
Read: What are municipal bonds?1:10pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: John Lekman)
8:00pm-10:00pm: Broadway show - TBASat
11/17Checkout by 12:00 noon.
1:30pm: Bus departs at 1:30pm from Flathotel
EMBA Class of 2007:
Ducharme, Marc Mooney, Sean
Fisher, Christopher Nadeau, Marc
Johnson, Steven Shepard, Andrew
Moffroid, Daniel Siegmund, Mark
Fall 2006, Exective MBA Class:back to top
Wed
11/152:00pm: Bus departs from NEC for NYC
Hotel: FLATOTEL at 153 West 52nd street.Thur
11/168:30 am: Gather in the lobby, walk to NASDAQ MarketSite, Times Square
9:00am-9:45am: Openning Bell at NASDAQ Market Site Astec Industries, Inc. [ASTE] will be the company at the Opening.
10:45am-11:45am: "Hedge Fund Business", Morgan Rutman (UNH '84) , Harvest Capital, 600 Madison Ave.
11:45am-12:15pm: Lunch on your own
12:30pm: Meet in the lobby of Morgan Stanley Dean Witter, Times Square.
12:30pm-4:30 pm: Morgan Stanley Dean Witter, Times Square
12:30pm: Gather in the lobby, Morgan Stanley Bldg
12:45pm-1:00pm: Bob Towse, Advisory Director, Insurance Joint Venture.
1:00pm-1:45pm: "The FED and Interest Rate Environment," David Greenlaw (UNH '80), MD, Chief Economist
1:45pm-2:30pm: Greg Peters, Managing Director, Credit Strategies.
2:30pm-3:15pm: Thomas Hughes, Managing Director, Investment Management - Global Distribution
3:15pm-4:30pm: Fred Whittemore, Advisory Director.Read: Bond Market Update The Living Yield Curve Learn about hedge funds & Private Equity
6:00pm-8:00pm: Reception at Union Club, 101 E 69th St. (between Lexington and Park)
Fri
11/177:50am: Gather in hotel lobby for subway to 390 Greenwich Street Citigroup (Take Red Line 2 or 9; get off at Franklin Station)
8:30am-9:00am: Welcome and Introduction to Citigroup - North Conference Room
Host: Terry Tracy (UNH '80), Managing Director, Product Manager, Municpal Bonds
9:00-9:30a: Equity Sales and Trading, Mary Weldon, Director, US Retail Equity
9:30-10:00a: Geoff Coley (UNH '82), Managing Direcor & Co-Head of Global Fixed-Income
10:00-10:30a: Muni Cash Sale, Bill McNerney, Director, Institutional Sale
10:30-11:00a: Derivatives, Tom Rasmussen, Managing Director & Co-head, Retail and Institutional Sale
11:00-11:30a: Terry Tracy
11:30 -12:30p Trading Floor Tours + Lunch
Read: What are municipal bonds?1:10pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: John Lekman)
8:00pm-10:00pm: Broadway show - The Drowsy Chaperone, Marquis Theater, 1535 Broadway, at 45th Street, (212) 307-4100.Sat
11/18Checkout by 12:00 noon.
1:30pm: Bus departs at 1:30pm from Flathotel
FTMBA Class of 2007:
Armstrong Maura
Aryal Keshab
Barker Julie Ann
Benton Aubrielle
Brandt Katharina
Brooke Caitlin
Coedy Lisa
Cross Neil
Curley Nina
Day Jonathan
Drake Allison
Franzese Roberto
French Christopher
Gabisch Jason
Grennen Patricia
Hsieh Ya-Chun
Ingold Justin
Lang Molly
Lavertu Brian
Lavoie Travis
Lebeaux Daniel
Loring Evan
Lowe Bethany
Mace Therese
Marchand Michael
Maurice Phillip
Meighan Sean
Michienzi Matthew
Milioto Alison
Misar Darren
Mungai Charles
Olson Oliver
Piotrowski Kevin
Robinson Alexander
Sehgal Bhavya
Silverman Daniel
Smith Heather
Thibodeau Christina
Yoon Na
Shore Barry, Program Director
Shore Carole
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Thurs
11/165:00am: Bus departs from the West Edge Lot (The Lot is 1/2 mile past the football field)
Hotel: Courtyard at 3 East 40th at the corner of 5th Ave.Thur
11/1612:00pm: Take the bus to Morgan Stanley Dean Witter, Times Square.
12:30pm-4:30 pm: Morgan Stanley Dean Witter, Times Square
12:30pm: Gather in the lobby, Morgan Stanley Bldg
12:45pm-1:00pm: Bob Towse, Advisory Director, Insurance Joint Venture.
1:00pm-1:45pm: "The FED and Interest Rate Environment," by David Greenlaw, MD, Chief Economist
1:45pm-2:30pm: Greg Peters, Managing Director, Credit Strategies.
2:30pm-3:15pm: Thomas Hughes, Managing Director, Investment Management - Global Distribution
3:15pm-4:30pm: Fred Whittemore, Advisory Director.Read: Bond Market Update The Living Yield Curve Also read about hedge funds, Private Equity
4:35pm: Bus departs from NEC to Courtyard Hotel.
5:30pm: Bus departs hotel for Union Club
6:00pm-8:00pm: Reception at Union Club, 101 E 69th St. (between Lexington and Park)
8:10pm: If requested, ride the bus to return to the hotel.Fri,
11/177:50am: Gather in hotel lobby for subway to 390 Greenwich Street Citigroup (Take Red Line 2 or 9; get off at Franklin Station) 8:30am-9:00am: Welcome and Introduction to Citigroup - North Conference Room
Host: Terry Tracy (UNH '80), Managing Director, Product Manager, Municpal Bonds
9:00-9:30a: Equity Sales and Trading, Mary Weldon, Director, US Retail Equity
9:30-10:00a: Geoff Coley (UNH '82), Managing Direcor & Co-Head of Global Fixed-Income
10:00-10:30a: Muni Cash Sale, Bill McNerney, Director, Institutional Sale
10:30-11:00a: Derivatives, Tom Rasmussen, Managing Director & Co-head, Retail and Institutional Sale
11:00-11:30a: Terry Tracy
11:30 -12:30p Trading Floor Tours + Lunch
Read: What are municipal bonds?Read: What are municipal bonds?
1:15pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: John Lekman)
8:00pm-10:00pm: Broadway show - The Drowsy Chaperone, Marquis Theater, 1535 Broadway, at 45th Street, (212) 307-4100.Sat
11/18Checkout by 12:00noon.
2:00pm: Bus departs at 2:00p from Courtyard
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Wed
11/162:00pm: Bus departs from NEC for NYC (Snacks & soft drinks provided)
Hotel: FLATOTEL at 153 West 52nd street.Thur
11/177:30 am: Gather in the lobby, walk to KBC Fin'l, 140 E 45th St, 2 Grand Cent'l Tower (41 FL) 8:00am-9:00am: Hedge Fund Business, Joe Garofoli, MD, KBC Fin'l Products (41st FL); meet in Conf. Rm, 33rd FL)
10:00am-10:45am: "A Look at Investment Banking Industry", Robert Benjamin, Bear Sterns, 383 Madison Ave. (Madison & 46th)11:30am-12:15pm: Lunch on your own
12:20pm: Meet in the lobby of Morgan Stanley Dean Witter, Times Square.
12:30pm-4:30 pm: Morgan Stanley Dean Witter, Times Square
12:45pm-1:00pm: Bob Towse, Advisory Director, Insurance Joint Venture.
1:00pm-1:45pm: "The FED and Interest Rate Environment," by David Greenlaw, MD, Chief Economist
1:45pm-2:30pm: Greg Peters, Managing Director, Credit Strategies.
2:30pm-3:15pm: Thomas Hughes, Managing Director, Investment Management - Global Distribution
3:15pm-4:30pm: Fred Whittemore, Advisory Director.Read: Bond Market Update The Living Yield Curve Also read about hedge funds, Private Equity
Search the web for articles about recent mgmt turnover at MorganStanley. Click here for
Open Letters to Morgan Stanley's shareholders and BODs by Group of 8. (Fred Whittemore...)6:00pm-8:00pm: Reception at Union Club, 101 E 69th St. (between Lexington and Park)
Fri
11/187:50am: Gather in hotel lobby for subway to 390 Greenwich Street Smith Barney (Take Red Line 2 or 9; get off at Franklin Station) 9:00am to 10:am Welcome and Introduction to Citigroup - Terry Tracy
Place: North Conference Room
10:00 - 10:30 The World of Equity Sales - Mary Weldon
10:30 - 10:45 Break
10:45 - 11:15 Today's Economy - Michael Brandes
11:15 - 11:45 Fixed Income Derivatives - Scott Sinclair
11:45 - 12:15 Trading Floor Tours
12:15 - 1:00pm Lunch1:15 pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: Doug Burns)2:45pm-4:00 pm: Open
at the Music Box Theater
8:00pm-10:00pm: Broadway show - My Life @ the Music Box TheaterSat
11/198:00am: Breakfast and checkout
2:30pm: Depart for UNHback to top
Thurs
11/175:00am: Bus departs from the NEC for NYC
Hotel: Courtyard at 3 East 40th at the corner of 5th Ave.Thur
11/17
12:20pm: Meet in the lobby of Morgan Stanley Dean Witter, Times Square.
12:30pm-4:30 pm: Morgan Stanley Dean Witter, Times Square
12:45pm-1:15pm: Bob Towse, Advisory Director, Insurance Group.
1:15pm-2:00pm: "The FED and Interest Rate Environment," by David Greenlaw, MD, Chief EconomistRead: Bond Market Update
Read: The Living Yield Curve2:00pm-2:45pm: "Capital Markets:Google's Transaction." Read about Google's "Dutch Auction" IPO.
3:00pm-3:45pm: "Fixed Income Research: Liquidity on Corporate Balance Sheets"
3:45pm-4:30pm: Fred Whittemore, Advisory Director.Search the web for articles about recent mgmt turnover at MorganStanley. Click here for
Open Letters to Morgan Stanley's shareholders and BODs by Group of 8. (Mr Whittemore...)6:00pm-8:00pm: Reception at Union Club, 101 E 69th St. (between Lexington and Park)
Fri,
11/18
7:50am: Gather in hotel lobby for subway to 390 Greenwich Street Smith Barney (Take Red Line 2 or 9; get off at Franklin Station)9:00am to 10:am Welcome and Introduction to Citigroup Terry Tracy - North Conference Room
Read: What are municipal bonds?
10:00 - 10:30 The World of Equity Sales Mary Weldon
10:30 - 10:45 Break
10:45 - 11:15 Today's Economy Michael Brandes
11:15 - 11:45 Fixed Income Derivatives Scott Sinclair
11:45 - 12:15 Trading Floor Tours
12:15 - 1:00pm Lunch1:15pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: Doug Burns)2:45pm-4:00 pm: ZARA
8:00pm-10:00pm: Broadway show - My Life @ the Music Box Theater
Sat
11/198:00am: Breakfast and checkout
2:00pm: Depart for UNHFTMBA Class of 2006:
Lisa Bianco
Stefany Bolander
Joseph Callina
Kelley Campbell
Jason Clark
Andrew Demeusy
Gabrielle Diperri
Amy Eichler
Liberty Elliott
Laura Finn
Andrea Giotopoulos
Bradley Keith
Moira Kennedy
Jared Kosin
Zarina Kyle
Margaret Landon
Michael Lavoie
Thomas Liolios
Isobel Madigan
Miranda Miller
Sarah Neville
Kara O’Connor
Bradley Pernaw
Claudio Quadarella
Justin Robert
David Rudolf
Anthony Solaqua
Jean Spear
Megan Stevener
Katherine Tiberghein
Britta Wyatt
Janis Zirlen
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Thurs
2/255:00am sharp: Bus departs from the West Edge Lot for NYC
Hotel: Marriott East Side, 525 Lexington AvenueThur
2/2512:30 p.m.: Gather in hotel lobby at to walk to Morgan Stanley. 1:00pm-4:30 pm: Morgan Stanley Dean Witter, Times Square
1:00pm-1:15pm: Bob Towse, Advisory Director, Insurance Group.
1:15pm-2:00pm: "The FED and Interest Rate Environment," by David Greenlaw, MD, Economist
2:00pm-2:45pm: "Pension Crisis, Hedge Funds..."
2:45pm-3:30pm: "Capital Market"
3:30pm-4:30pm: Fred Whittemore, Advisory Director6:00pm-8:00pm: Reception at The Yale Club of NYC , 50 Vanderbilt Ave.
Fri,
2/266:30am-7:30am: Breakfast
7:30am: Gather in hotel lobby8:00am-9:30am: Harvest Capital, 600 Madison Avenue
"Hedge Fund Business" Mr. Morgan Rutman (Learn about M&A Activity, e.g., the SBC-AT&T deal.)9:30: Subway to Financial District (Take Red Line 2 or 9; get off at Wall Street or WTC station.
10:30am-12:00noon: Merrill Lynch, 2 World Financial Center, 250 Vesey Street
1:00pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL.8:00pm-10:00pm: Broadway show - TBA
Sat
2/278:00am: Breakfast and checkout
9:00am: Depart for UNH
Class of 2006 - Day MBA:
Bakalova, Elitsa Lewis, Philip Cohen, Philip Macgowan, Carroll Gagnon, Amy Outhit, Khaek Gao, Yiyi Papamichael, Andrew Geller, Kurt Preston, Matthew Gitschier, Jeffrey Richards, Elizabeth Greene, Howard White, Abigail Hariskov, Dinko Wolf, Robert Howard, Glendowlyn Zurhellen, Jeffrey Claise, Matt Kennerson Joe Dufour, Nick Teece Felice Warcewicz Casey
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Wed
11/174:45pm: Bus departs from NEC for NYC (Sandwiches & soft drinks provided)
Hotel: Marriott Marquis, Times SquareThur
11/187:30am-8:30 am: Breakfast, 8th FL, Marriott
8:45am-1:00pm: Morgan Stanley Dean Witter, Times Square
8:45am-9:00am: Mr. Bob Towse, Advisory Director, Insurance Group.
9:00am-9:45am: "The FED and Interest Rate Environment," by David Greenlaw, MD, US Economist
9:45am-10:30 am: "Corp. Liquidity and Credit Spreads," TBA
10:30am-11:15am: "Capital Markets - know about Google's 'Dutch Auction' IPO," TBA
11:15-12:00noon: "Oil and Commodities," TBA
12:00noon: Fred Whittemore, Advisory Director + Luncheon
2:00pm-4:30 pm: "Hedge Fund Business (Learn about M&A Activity, esp. about Oracle's bid for Peoplesoft)", Harvest Capital, 600 Madison Avenue
6:00pm-8:00pm: Reception at The Yale Club of NYC , 50 Vanderbilt Ave.Fri
11/197:00am-7:30am: Breakfast, 8th FL, Marriott
7:30am: Gather in hotel lobby for subway to 390 Greenwich Street Smith Barney (Take Red Line 2 or 9; get off at Franklin Station)
8:30am-9:00am: Welcome and about Citigroup, Terry Tracy
9:00am-9:30am: "NASDAQ Market" by Mary Weldon
9:30am-10:00am: "Proprietary Trading" by Tom Rasmussen
10:00am-10:15am: Break
10:15am-10:45am: "Institutional Sales: Who are they and what do they buy?" by Bill McNerney
10:45am-11:15am: The Economy: Where it has been and where it's headed" by George Friedlander
11:15am-11:30noon: Wrap up by Terry Tracy
12:00noon: Lunch
1:00 pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: Doug Burns)
2:45pm-4:00 pm: Museum of Financial History, 16 Broadway
8:00pm-10:00pm: Broadway show - TBASat
11/208:00am:Breakfast and 9:00 am: Depart for UNH
Class of 2005 - Executive MBA:
Berman, Jay Schulkind, Andrew Jaclyn Johnson (BAE) Boyle, Phillip Swinehart, Curt Julie Gabianski (BAE) Campano, Patricia VanMerlin, Taye Carver, Mark Weego, Brian Cronin, Michael Wright, Scott Eisfeller, Justin Young, Ian Pendleton, Christopher
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Thurs
3/255:00am sharp: Bus departs from the West Edge Lot for NYC
Hotel: Renaissance New York Times Square HotelThur
3/251:00pm-4:30 pm: Morgan Stanley Dean Witter, Times Square 1:00pm-1:15pm: Bob Towse, Advisory Director, Insurance Group.
1:15pm-2:00pm: Sophia Drossos, VP, Foreign Exchange Strategy
2:00pm-2:45pm: "The FED and Interest Rate Environment," by David Greenlaw, MD, Economist
2:45pm-3:30pm: Erich Bluhm, ED, Global Capital Markets
3:30pm-4:30pm: Fred Whittemore, Advisory Director6:00pm-8:00pm: Reception at The Yale Club of NYC , 50 Vanderbilt Ave.
Fri,
3/267:45am-8:40am: Breakfast
8:40am: Gather in hotel lobby9:00am-11:00am: UBS (USA) Inc., 1285 Ave of Americas (6th), between 51st and 52nd, Lobby, then 11th FL, Room A.
9:00am-9:40am: "Capital Markets Credit", Peter Chuddy
9:40am-10:20am: "Sales and Trading for Institutional Clients," John Baldo, Mortgage Backed and Asset Backed Securities.
10:20am-11:00am ABS Trading, Company Securitization11:00am: Subway to Wall Street - Red Line 2 or 9; get off at WTC
1:15pm-2:30pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: Linda Rapacki)2:30pm-3:45 pm: American Stock Exchange, 86 Trinity
8:00pm-10:00pm: Broadway show - TBA
Sat
3/278:00am: Breakfast
9:30am: Depart for UNH
Class of 2005 - Day MBA:
Andersen, Peter Barksdale, Evan
Boreth, Michael Caron, Lucas
Dahal, Deepa Dai, Yue
Gabarro, Jana-Pilar Gannon, Meredith
George, Eric Jaccarino, Anthony
Kellner, Drew Kukenberger, Michael
Larsen, Ann Mansfield, Fred
Mulpuru, Sudhir Murphy, Duggan
O’Reilly, Sean Reed, Jason
Regan, David Siriwan, Patthira
Asai, Sarah
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Wed
11/194:45pm: Bus departs from NEC for NYC (Sandwiches & soft drinks provided)
Hotel: Marriott Marquis, Times SquareThur,
11/207:30am-8:30 am: Breakfast
8:45am-1:00pm: Morgan Stanley Dean Witter, Times Square
8:45:00am-9:00pm: Bob Towse, Advisory Director, Insurance Group.
9:00am-9:45am: "The FED and Interest Rate Environment," by David Greenlaw, MD, US Economist
9:45am-10:30 am:"Pension Crisis," Michael Peskin, MD, Global Capital Markets
10:30-11:15am: "Equities," Michael Wise, MD, Global Capital Markets
11:15-12:00noon: "Hancock - Manulife Case Stusy," Gavin McFarland, MD, Financial Institutions
12:00noon: Fred Whittemore, Advisory Director + Lunch
2:00pm-4:30 pm: Hedge Fund Business, Harvest Capital, 600 Madison Avenue
6:30pm-8:00pm: Reception at The Yale Club of NYC , 50 Vanderbilt Ave.Fri,
11/217:00am-7:30am: Breakfast
7:40am: Gather in hotel lobby for subway to 390 Greenwich Street Smith Barney (Take Red Line 2 or 9; get off at Franklin Station)
8:30-9:00am: Welcome and about Citigroup, Terry Tracy
9:00-9:30am: "NASDAQ" by Dan Seidenstein and Mary Weldon
9:30-10:00am: "Proprietary Trading" by Tom Rasmussen
10:00-10:15 Break
10:15-10:45 "Institutional Sales: Who are they and what do they buy?" by Bill McNerney
10:45-11:15 The Economy: Where it has been and where it's headed" by George Friedlander
11:15-11:30 Wrap up by Terry Tracy
11:30-12:00 Lunch1:00 pm-2:00pm: Tour of the NY Mercantile Exchange, World Financial Center
One North End Avenue, 14th FL. (Host: Doug Burns)
2:00pm-2:30 pm: Museum of Financial History, 16 Broadway8:00pm-10:00pm: Broadway show - TBA
Sat,
11/228:00am:Breakfast and 9:00 am: Depart for UNH
Bourn, Jason
Branton, Jennifer
Clark Jennifer
Mazjanis, Jennifer
Miller, Eugene
Mueller, Wayne
Mullen, Mark
Nation, Robert
Pitkin, Mark
Ranieri , Mario
Roche, Kevin
Scala, Michael
Smith, Holbrook
White, James
Wintle, Nicole
Zavasnik, Christy---------------
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Wednesday,
Nov. 195:00pm: Bus departs from NEC for NYC (Sandwiches & soft drinks provided)
Hotel: TBAThursday,
Nov. 207:00am-8:00 am: Breakfast
8:00am-1:00pm: Morgan Stanley Dean Witter, Times Square
2:00pm-4:00 pm: Hedge Fund Business, Harvest Capital, 600 Madison Avenue
6:00pm-8:00pm: Reception at The Yale Club of NYC , 50 Vanderbilt Ave.Friday,
Nov. 217:00am-7:45am: Breakfast
7:450am: Gather in hotel lobby for subway to 390 Greenwich Street Salomon Smith Barney (Take Red Line 2 or 9; get off at Franklin Station)
8:45am-1:00pm: The Fixed Income Market + Tour of SSMB's NASDAQ Operations
1:00 p.m.: A Walk Down the Financial District.and Ground Zero!
2:00pm-3:00 pm: American Stock Exchange, 86 Trinity
8:00pm-10:00pm: Broadway show - TBASaturday,
Nov. 228:00am:Breakfast and 9:00 am: Depart for UNH Barbera Judith
Bonadies David
Carew Daniel
Carmichael Mike
Cleveland Mary
Dawson Jonathan
Faggiano John
Ingham Robert
Jundi Todd
Keniston Shawn
Laferte Denise
Lavin Martin
Losee James
Lowsley David
Margalit Eli
Melanson Leigh Anne
Rowe Edward
Scally Keith
Scheer William
Tennant Nathan
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Wednesday,
Nov. 205:00pm: Bus departs from NEC for NYC (Sandwiches & soft drinks provided)
Hotel: Renaissance New York Hotel Times SquareThursday,
Nov. 217:00am-8:00 am: Breakfast
8:15am: Meet in the hotel lobby for walk to Morgan Stanley Dean Witter, Main Office at Times Square.
8:40am-9:15pm: Bob Towse, Advisory Director, Insurance Group.
9:15am-10:00am: "Marketing on Wall Street" by John Scrowcroft, MD
10:00am-11:00 am:"The FED and Interest Rate Environment," by David Greenlaw, ED
11:00am - 12:00noon: Michael Peskin, MD, Portfolio Products Group
12:00noon-1:00pm: Lunch Luncheon Speaker: Fred Whittemore
2:00pm-4:00 pm: Hedge Fund Business by Morgan Rutman, Harvest Capital, 600 Madison Avenue)
6:00pm-8:00pm: Reception at The Yale Club of NYC , 50 Vanderbilt Ave.Friday,
Nov. 227:00am-7:45am: Breakfast
7:450am: Gather in hotel lobby for subway to 390 Greenwich Street Salomon Smith Barney (Take Red Line 2 or 9; get off at Franklin Station)
8:45am-9:00am: Introduction by Terry Tracy (The Host)
9:00am-9:30am: The Fixed Income Market (Taxable vs. tax free bond market; spread relationships; how bonds should trade in relationship to each other & why things might be different today.)
by George Friedlander, MD and Fixed Income Strategist
9:30am-9:45am: The Zero Coupon Market by Maureen McCann, Director and Municipal Zero Coupon Trader
9:45am-10:00am: Institutional Sales by Paul Fiarese
10:00am-10:30am: Tour of SSMB's NASDAQ Operations
10:30 to 10:45 Wrap Up of NASDAQ Operations by Nick Angiletta, MD and Manager, OTC Retail Trading
10:45am-11:30am: The Art Of the Deal (Pricing a New Bond Issue) by Terry Tracy12:00noon-1:00pm: Lunch at SSB
1:00 p.m.: A Walk Down the Financial District.and Ground Zero!
2:00pm-3:00 pm: American Stock Exchange, 86 Trinity
8:00pm-10:00pm: "Oklahoma" at Gershwin Theater, 222 West 51st St.
Saturday,
Nov. 238:00am:Breakfast
10:00 am: Depart for UNH
3:00-4:00pm: Expected arrival time in Durham
Beaton, Douglas
Churchill, Andrew
Ciol, Joseph
Coan, Julia
Foss, Audrey
Groman, Todd
Hill, Gregory
Mitchell, Shelley
Molloy, Andrew
Neudorf, Abe
Paul, James
Richard, Andrew
Robinson, Matthew
Sasser, Will
Tate, Christine (CC)
Thomas, Charles
Wilmot, Thomas
Whittier, Michael
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Wednesday, Nov.14 5:00pm: Bus departs from NEC for NYC (Sandwiches & soft drinks provided) Thursday, Nov. 15 7:30am-8:30 am: Breakfast at Waldorf
9:00am-2:00pm:Morgan Stanley Dean Witter (Times Square - Main Office).9:00am-9:15am: Introduction by Bob Towse, Advisory Director, Insurance Group.
Host: Robert Towse, MD9:15am-10:00am: Trends in Institutional Investment Management by T.J. Hughes, Executive Director, Institutional Investment Management Global Client Services
10:00am-11:00 am:
Equity Capital Markets by Michael Curtis, Managing Director
Equity Capital Markets by Erich Bluhm, VP11:00am-12:00noon: The FED and Interest Rate Environment by David Greenlaw, Executive Director
12:00noon-1:00pm: Marketing on Wall Street by John Scrowcroft, Managing Director
1:00pm-2:00pm: Lunch. Luncheon Speaker: Fred Whittemore
3:00pm-5:00 pm: Hedge Fund Business by Morgan Rutman
(Place: Harvest Capital at 600 Madison Avenue)6:00pm-8:00pm: Reception at The Yale Club of NYC
Friday, Nov. 16 7:00am-8:00am: Breakfast at Waldorf
8:00am-8:30am: Subway to 390 Greenwich Avenue, Salomon Smith Barney
8:45am-9:00am: Introduction by Terry Tracy (The Host)
9:00am-9:30am: The Fixed Income Market (Taxable vs. tax free bond market; spread relationships; how bonds should trade in relationship to each other & why things might be different today.)
by George Friedlander, MD and Fixed Income Strategist
9:30am-9:45am: The Zero Coupon Market by Maureen McCann, Director and Municipal Zero Coupon Trader
9:45am-10:00am: Institutional Sales by Paul Fiarese
10:00am-10:30am: Tour of SSMB's NASDAQ Operations
10:30 to 10:45 Wrap Up of NASDAQ Operations by Nick Angiletta, MD and Manager, OTC Retail Trading
10:45am-11:30am: The Art Of the Deal (Pricing a New Bond Issue) by Terry Tracy11:30am-1:30pm: A Walk Down the Financial District and Lunch (on your own)
1:30pm-5:00 pm: Tentative: Presentations by a security analyst and a reporter from the Financial Times are to be confirmed...
8:00pm-10:00pm: Theater, "Chicago, The Musical"
Saturday, Nov. 17 8:00am:Breakfast and wrap up
10:00am: Depart for UNH
4:00-5:00pm: Expected arrival time in Durham
Allen Thomas
Arena-Tucker Crystal
Armstrong Robert
Atkins Bruce
Bahr Laura
Cassin Gail
Credle Colin
Driscoll Dennis
Griswold Mike
Hanke Richard
Lambert Linda
Marston Lincoln
McCollum Shawn
O'Leary Sean
Parker Thomas
Steenbeke Teresa
Terry Francis
Weisenfluh Bart
White Robert
Whittier Jennifer
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Wednesday, Nov.15 4:30pm: Bus departs from NEC for NY - Novotel Hotel, 226 W52 Thursday, Nov. 16 9:00am-2:45pm: Morgan Stanley Dean Witter (Times Square - Main Office). Host: Mr. Robert Towse, MD9:00am-10:00am: Equity Capital Markets & IPO Environment
10:00am-11:00 am: High Yield Capital Market
11:00am-12:00noon: Domestic Interest Rate Environment (Fed Watching)
12:00noon-1:00pm: Best Practices of Investment Managemnt
1:00pm-1:30pm: Lunch
1:30pm-2:40pm: Risk Management
3:00pm-5:30 pm: Hedge Funds at Harvest Capital (Morgan Ruthman)
6:00pm-8:00pm: MSDW, ReceptionFriday, Nov. 17 7:00am-7:45 am: Breakfast with Mr. Whittemore
8:00am-9:30am: With Mr. Whittemore at MSDW
10:00am-11:30am: NASDAQ's MarketSite
11:30 am.-12:30 pm: Train to the Financial District and lunch
1:00pm-2:00 pm: AMEX
2::00-4:00p.m.: NYSE8:00pm: Theater, "The Music Man" at Neil Simon Theatre
Saturday, Nov. 18 8:00am:Breakfast and wrap up
11:00am: Depart for UNH
6:00pm: Expected arrival time - Durham
Class of 2000:
Professor Ahmad Etebari, Course Instructor
George Abraham, Director, Grad. Programs
MBA Class of 2000:
Bennett Daniel Kuhn Scott
Boardman Ann Miller Edward
Boscapomi Donna Mowbray James
Burns Mark Powers Mark
Cote David Rusinak John
Drigian Janet Sicard Allen
Dieckman Barbara Spinney Steven
Dionne Leo Sturm Orena
Gallagher Arthur Suter Philip
Horan Richard Villemure Thomas
Kneifel Christine Watkins James
Kerr Beth Wrenn Stephen
EMBA Class of 2000 at NYSE, Fall 1999
EMBA Class of 2000 at NASDAQ's MarketSite, Fall 1999
EMBA Class of 2000 at Morgan's Harvest Capital, Fall 1999
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Wednesday, Nov. 17 4:00 p.m.: Bus departs from NEC for NY - Novotel Hotel, 226 W52 Thursday, Nov. 18 9:00-9:45 a.m: Morgan Stanley Dean Witter, Retail Office (1345 Avenues of theAmerica, 29th FL). Host: Mr. Stephen Dimodica.10:00 a.m.-2:00 p.m.:Morgan Stanley Dean Witter (Times Square - Main Office). Host: Mr. Robert Towse, MD10-11 a.m.: Equity Capital MarketsDebbie Daigle, Associat, MSDW11-12: Merchant BankingEric Pry, VP, MSDW12 noon-1p.m.: Internet Financial ServicesGene Lee, Associate, MSDW1:00-2:00: Lunch
3:15 p.m.-5:30 p.m.:Hedge Funds - Harvest Capital (Morgan Ruthman)8:00p.m.: Marquis Theater, 46th St. "Annie Get Your Gun"Friday, Nov. 19 7:00-7:45 a.m. Breakfast with Mr. Whittemore
7:45a.m.-8:30 a.m.: With Mr. Whittemore, the Brussels' Rm, Novotel Hotel11:00 am.-12:00 noon: AMEX
12::00noon-1:00 p.m.: Lunch
1::15-1:45 p.m .: NASDAQ MarketSite
2::00-4:00p.m.: NYSESaturday, Nov. 20 8:00-11:30: Wealth Check: Wrap up session -Q&A session.12:00 noon: Check out and depart for UNH
Risk Management (Futures) - Ahmad Etebari
EMBA Class of 1999 at Morgam Stanley, Nov. 1998
Program Sponsor: Mr. Fred Whittemore, Advisory Director, Morgan Stanley
