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Finance Career Forum - 2018

Saturday, September 22, 2018 from 7:45 AM to 2:45 PM (EDT)

Finance Career Forum - 2018

Registration Information

Type End Quantity
General Admission Ended Free  

Event Details


GREEN – Good for All Students
BLUE – Good for Students New To Finance
RED – Good for Students with Some Finance Knowledge/Experience

Session Name: Introduction to Finance Careers 
Description: Alumni from diverse careers in finance from sales and trading to research to foreign exchange will discuss career paths, necessary skills, and what students can do now to prepare for a successful role in finance.

Session Name: What to Expect in your First Few Years in Finance
Description: Entering the world of finance can be both exciting and daunting. Young alumni will discuss how to successfully navigate the interview and internship process, a day in the life of a first year, and how to build your 5+ year vision as the first few years unfold.

Session Name: Private Wealth Management

Description: Managing people's/family's assets and planning for contingencies as a wealth manager is as much about financial knowledge as it is about connecting with and understanding the needs and wants of your clients. Hear alumni as they discuss the ways to work with clients, manage money, and what it takes to succeed in the world of wealth management.

Session Name: Asset Management 
Description: Managing assets takes on many forms and in this panel you will hear individuals managing portfolios across several asset classes including Equities, Commodities, Master Limited Partnerships, and Municipal Bonds. You will also get a perspective on the differences and similarities of institutional vs. individual clients as it relates to managing their funds.

Session Name: Fintech
Description: Fintech as defined is the use of technology to enable banking, but in reality this can take on a myriad of forms. In this panel you will hear how technology is transforming Venture Capital, Microfinance, Payment Processing, and Investment Management in particular, and the industry as a whole.

Session Name: Investment Banking
Description: Alumni from several investment banks discuss their place in the industry, how to break in, what skills you will gain, and how you can leverage those skills throughout your career.

Session Name: Private Equity 
Description: Hear from alumni at all levels of private equity firms as they discuss how Private Equity fits into the financial industry. Many people will go through a formal training program first before landing in Private Equity; therefore if you are wondering how to get into your second job after graduation then this session is for you! Learn not only what Private Equity firms do, but also how best to position yourself to land a role in the future.

Have questions about Finance Career Forum - 2018? Contact the organizer

When & Where

Cabot Intercultural Center
160 Packard Avenue
Medford, MA 02155

Saturday, September 22, 2018 from 7:45 AM to 2:45 PM (EDT)

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