Cutler Center Brochure 2018

STEPHEN D. CUTLER CENTER FOR INVESTMENTS AND FINANCE DEVELOPING TOMORROW’S FINANCE LEADERS

CUTLER CENTER INVESTMENTS LAB To prepare students for successful careers in finance, we provide access to state-of-the-art resources and educational programs.

The Investments Lab is in constant use by students analyzing

FINANCE IS THE NO. 1 INDUSTRY EMPLOYING BABSON STUDENTS

securities and public and private market transactions, as well as by faculty conducting research and preparing lectures.

Our lab offers a wide array of analytical tools, including: » Bloomberg » FactSet » S&P Capital IQ » Thomson Reuters Eikon » Rotman Interactive Trader » ARGUS Commercial Real Estate

“ The Cutler Center is designed to enrich the educational experience for our students, support faculty research and teaching, and enhance the reputation of the College.”

– Patrick Gregory, CFA, Managing Director, Cutler Center

EXPERIENTIAL LEARNING We provide Babson students with unique, hands-on opportunities to build valuable skills, lead outside the classroom, and work toward professional designations like the CFA®.

Babson College Fund (BCF) BCF is an accredited two-semester program that allows a select group of undergraduate and graduate students to manage a portion of the Babson College endowment, gaining investment research and portfolio management skills as well as practical experience. Students conduct fundamental and quantitative research, pitch their ideas, and work with a team of experienced money managers to create a diversified, longshort equity portfolio. Recent BCF participants are working at: »G oldman Sachs »R othschild & Co. »P iper Jaffray »B ank of America Merrill Lynch

Rotman International Trading Competition (RITC) We organize a team to participate in RITC, an annual event that brings teams of students and their faculty advisors from universities worldwide to join in a unique three-day simulated market challenge.

CFA Institute Research Challenge We also sponsor students who participate in the CFA Institute Research Challenge, which involves analyzing a local company and then writing a comprehensive research report with a buy, hold, or sell recommendation. Babson’s team won the local competition in 2016, besting teams from 11 area colleges and universities.

Management Consulting Field Experience (MCFE) The Cutler Center MCFE course provides graduate students with the opportunity to apply what they have learned in the classroom to real-world consulting engagements. Companies sponsoring these engagements have included Highmount Capital, Brown Advisory Board, Cambridge Trust Company, Essex Investments, and LaunchCapital.

THOUGHT LEADERSHIP We promote thought leadership by hosting or sponsoring a wide variety of conferences and events throughout the year. These events allow Babson faculty, students, and alumni to learn, network, and innovate in a collaborative setting.

Babson Finance Conference The Babson Finance Conference brings together leading figures in finance to share their experiences, provide perspective, and identify the areas of greatest opportunity and risk. These speakers, who present cutting-edge research, market outlooks, and insights from their real-world experience, have included: »M itt Romney, former Governor of Massachusetts

and CEO of Bain Capital »L loyd Blankfein, CEO of Goldman Sachs »K arl Case of the Case-Shiller Real Estate Index »S eth Klarman, Founder and CEO of Baupost Group »R obert Shanks, CFO of Ford Motor Company »M ichael Angelakis ’86, Vice Chairman and CFO, Comcast

Faculty Research We support Babson faculty as they pursue vital research, develop intellectually rigorous programs, and deliver engaging lectures.

The Cutler Center provides research assistants and sponsors the Seminar Speaker Series, which allows faculty to build relationships in the academic community and exchange ideas with other top researchers. Recent speakers have included: »A ndrew Lo, Charles E. and Susan T. Harris Professor, Director of

the Laboratory for Financial Engineering at the MIT Sloan School of Management »G ordon Phillips, C.V. Starr Foundation Professor at Tuck School of

Business at Dartmouth College »K ent Smetters, Professor, Business Economics and Public Policy,

Wharton School

Top: 2016 CFA Institute Research Challenge winners Brittany Bascom MBA’16, Roy Nakamaejo ’17, and Rachel Burstiner ’17 Middle: Babson College Fund students, spring semester 2018 Bottom: Former Governor Mitt Romney at Babson campus chat, February 2016

OUR MISSION The Stephen D. Cutler Center for Investments and Finance is dedicated to advancing finance education and improving the marketability of Babson students. We provide programs and cutting-edge resources that enrich the student learning experience, support faculty research, and engage our alumni community. We’re committed to furthering Babson’s innovative and practical approach to finance education and enabling industry practitioners, faculty,

BABSON IS A PROUD MEMBER OF THE CFA INSTITUTE’S UNIVERSITY AFFILIATION PROGRAM, WHICH PROMOTES ETHICS-BASED INVESTMENT EDUCATION.

and students to collaborate and learn from one another.

“ The Cutler Center exemplifies Babson’s real-world approach to education, its commitment to innovative research, state-of-theart resources, and programs that uniquely prepare students for careers in investments and finance.”

– Bruce Herring ’87, President, Strategic Advisers, Asset Management Division, Fidelity Investments

CONTACT US Patrick Gregory

Jack Cahill

Farrah Narkiewicz

Managing Director

Manager, Research and Instruction

Program and Marketing Manager

pgregory@babson.edu

jcahill@babson.edu

fnarkiewicz@babson.edu

781-239-3895

781-239-4578

781-239-4448

CONNECT WITH US @BabsonFinance

BabsonFinance

www.babson.edu/cutlercenter

CUTLER CENTER ADVISORY BOARD Our leadership team benefits from the support of our advisory board, which includes: » J ohn Bailer ’92, CFA, Senior Managing

» Jason Orlosky ’04, CIO, BPG Group

Partner, The Boston Company Asset Management

» Annabelle Reid MBA’86 (Chairperson),

Managing Partner, FoxMoor Capital

»B rian Barefoot ’66, H’09, P’01, Senior

» James Spencer ’73, CFA, Former SVP

Advisor, Carl Marks Advisors

and Chief Investment Officer, Cambridge Trust Company

»D an Brennan ’87, MBA’89, Executive Vice

President and CFO, Boston Scientific

» Rick Spillane, CFA, Director, Eaton Vance

»C hris Chandor MBA’98, Senior Vice

Management

President of Development & Asset Management, The Davis Companies

» Sandy Sperou ’01, Hotel and Real Estate

Investor

»K aren Chandor MBA’74, Principal, Mercer

» Joseph Spinelli ’98, Trader, Millennium

»S tephen Cutler MBA’61, CFA, President,

Portfolio Manager & Managing Principal, Essex Investment Management Company

Management » Jim Taylor ’86, Senior Vice President,

Wealth Management, UBS » David Thompson MBA’71, CFA, Managing

»C hip Dickson ’75, MBA’76, CFA,

Director, Highmount Capital

Co-Founder, DISCERN

» Jurrien Timmer ’85, Director of Global

»B ruce Herring ’87, President, Strategic

Advisers, Asset Management Division, Fidelity Investments

Macro, Fidelity Investments » Catherine Friend White MBA’86,

Managing Director, Golden Seeds

»H arold Kotler ’65, CFA, Partner, CEO,

CIO, Gannett, Welsh & Kotler (GW&K Investment Management)

» Mark Williams MBA’04, Partner,

Cape Horn Coffees

» J eff Mortimer ’86, CFA, Director,

Investment Strategy, BNY Mellon Wealth Management

231 FOREST STREET, BABSON PARK, MA CUTMKT-664 3/2018