SFA Makes its Annual Trip to the NYC Financial District

October 21, 2017

NEW YORK – Members of the LSU Student Finance Association visited New York City to meet with E. J. Ourso College of Business Alumni and gain exposure to the daily activity in the financial district and surrounding area. The trip is an annual tradition, with SFA members traveling to the “Big Apple” during fall break.

Students had the chance to meet with representatives from several areas of finance, ranging from investment banking, consulting, asset management and commercial banking. The trip was not all business, however, as the students were also given free time to explore the city.

Wednesday, October 18, 2017

Our students were treated to a welcome reception hosted by Joe Stein of Morgan Stanley at the Harmonie Club at 4 East 60th Street. Stein is a long-time professional in wealth management.

Thursday, October 19, 2017
AEGIS Insurance Services, Blackrock, Inc., Varadero Capital, L.P., and Deutsche Bank

Our first stop of the day was with Rip Reeves, chief investment officer/treasurer at AEGIS Insurance Services Inc. in East Rutherford, New Jersey. Reeves is a New Orleans native who received his BS Finance and his MBA from LSU. AEGIS is a leading mutual insurance company that provides liability and property coverage, as well as related risk management services, to the energy industry.

Our next stop was with Chip Castille, managing director and chief retirement strategist at Blackrock Inc. joined by vice president Laura Valdez. BlackRock is an American global investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is one of the world's largest asset managers and operates globally with 70 offices in 30 countries and clients in 100 countries. Castille has been a fantastic supporter of LSU and has lectured to our students several times over the years.

Our last stop before dinner was with Varadero Capital LP, a value-driven alternative investment manager making investments across specialized credit markets with a focus on achieving capital preservation and delivering uncorrelated, risk-adjusted returns. We were hosted by Fernando Guerrero, Varadero’s majority-owner, managing partner, and chief investment officer, as well as a member of Varadero’s Investment Committee, and Mike Linn, Varadero’s chief operating officer and chief compliance officer

Guerrero has more than 30 years of experience in the structured credit markets and has worked on several transactions in the ABS and CDO markets. He has a BS and MS degree in finance from LSU and is a graduate of the Program for Management Development at The Harvard Business School. In 2016 Guerrero was inducted into the E. J. Ourso College of Business Hall of Distinction.

Linn is responsible for developing the firm’s institutional platform and enhancing operational efficiency. Linn has over 25 years of operational, transaction and start-up experience in the investment management business. He earned his MBA from LSU in 1984 and MS finance in 1985, also from LSU.

Our day ended with dinner hosted by Enis Taner, an equity derivatives trader with Deutsche Bank. Taner has been a frequent guest on national television for his views on trading and has been a regular contributor on CNBC.

Friday, October 20, 2017
Willis Towers Watson and NASDAQ

Our first stop of the day was with Carl Hess, head of investment, risk and reinsurance at Willis Towers Watson (NASDAQ: WLTW), a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets. Hess was joined by Danielle Fisher, university recruitment manager 

We ended our day with a tour of the NASDAQ trading floor! We were hosted by NASDAQ associate Mitchell Clarke who is also an LSU alumnus who earned his BS in International Trade and Finance.

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