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Ryan Cutler Pitches T-Mobile – April 4
On Tuesday, April 4th, Ryan Cutler discussed adding T-Mobile to the telecom sector of the portfolio. Ryan described T-Mobile as a disruptor to the current Mobile space. The company brands themselves as the “un-carrier,” offering many benefits to the consumer over traditional competitors such as Verizon and AT&T. For instance, T-Mobile has no 2 year…
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Alumni David Granson visits the SMIF Class – March 29th
The SMIF Class had the pleasure of hearing from alumni David Granson on March 29th. David is managing director in the Investment Management Division (IMD) at Goldman Sachs. He joined Goldman Sachs in 1997 as a summer associate in the Equities Division and became a vice president in IMD in 2001 and then was named…
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Charlotte Clegg Pitches Panera Bread – March 30th
On March 30th, Charlotte Clegg pitched Panera Bread to the SMIF class. She believed that the job of a portfolio manager is to outperform the market and sectors, not to be satisfied with indexing or achieving average returns. Therefore, even though Panera Bread is not in the S&P500, she explained that it is not only the…