STEPHEN D. CUTLER CENTER FOR INVESTMENTS AND FINANCE DEVELOPING TOMORROW’S FINANCE LEADERS
CUTLER CENTER INVESTMENTS LAB To prepare students for a career in finance, the Cutler Center provides access to state-of-the-art information resources and educational opportunities in and outside of the classroom.
A World Class Finance Lab
FINANCE IS THE NO. 1 INDUSTRY EMPLOYING BABSON STUDENTS
The new finance lab sits at the heart of campus and has 42 workstations equipped with a wide array of analytical tools used by industry professionals. The new state-of-the-art facility provides Babson students with unique opportunities to learn and lead. Through course integration and exclusive workshops, the new center will profoundly change the educational experience for our finance students.
Finance Lab Resources “ Today, roughly 25 percent of Babson students pursue a degree in finance. The integration of the Cutler Center resources into our graduate and undergraduate programs dramatically improves the skill set and marketability of our students.”
The Investments Lab is in constant use by students analyzing
– Patrick Gregory, CFA,
» Thomson Reuters Eikon
Managing Director, Cutler Center
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
» Rotman Interactive Trader » ARGUS Commercial Real Estate
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: »C redit Suisse »P iper Jaffray »G oldman Sachs »B loomberg LP
Babson Trading Competition The Babson Trading Competition is an annual event held during the fall semester where undergraduate and graduate students from Babson College, Wellesley College, and Olin College compete against one another using the Rotman Interactive Trader software, which simulates an orderdriven market.
CFA Institute Research Challenge The Cutler Center sponsors 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 2019, besting teams from 10 area colleges and universities.
2019 CFA Institute Research Challenge local winners Rushi Nagalla ’19, Mitchell Troyanovsky ’19, Guillermo Vadell ’19, and Albert Yun ’19
THOUGHT LEADERSHIP The Cutler Center promotes 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.
Distinguished Speakers Series The Cutler Center hosts various events on the Wellesley and Boston campuses that bring together leading figures in finance to share their experiences, provide perspective, and identify the areas of greatest opportunity and risk. These speakers, who present cuttingedge research, market outlooks, and insights from their real-world experience, have included: » Tim Chae, General Partner, 500 Startups » J ay Clayton, Chairman, U.S. Securities and Exchange Commission »P eter Lynch H’96, Investor, Mutual Fund Manager & Philanthropist » J oel Tillinghast, Portfolio Manager, Fidelity Investments
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: » Andrew 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 » Kent Smetters, Professor, Business Economics and Public Policy,
Wharton School
Top: Securities and Exchange Commission Chairman Jay Clayton, July 2019 Middle: Managing Director of MassChallenge FinTech Devon Sherman, September 2019 Bottom: Legendary portfolio manager Peter Lynch H’96, October 2019
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
BABSON IS A PROUD MEMBER OF THE CFA INSTITUTE’S UNIVERSITY AFFILIATION PROGRAM, WHICH PROMOTES ETHICS-BASED INVESTMENT EDUCATION.
approach to finance education and enabling industry practitioners, faculty, 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-the-art resources, and programs that uniquely prepare students for careers in investments and finance.”
– Bruce Herring ’87, P’19, Former President, Strategic Advisers, Asset Management Division, Fidelity Investments
CONTACT US Patrick Gregory
Farrah Narkiewicz
Leslie Romiza
Managing Director
Marketing & Events Manager
Program Manager
pgregory@babson.edu
fnarkiewicz@babson.edu
lromiza1@babson.edu
781-239-3895
781-239-4448
781-239-5115
Jack Cahill
Dara Dalmata
Ryan Davies Ph.D
Manager, Research & Instruction
Advancement Liaison
Associate Professor of Finance,
jcahill@babson.edu
ddalmata@babson.edu
Finance Division Chair
781-239-4578
781-239-5809
rdavies@babson.edu 781-239-5345
CONNECT WITH US @BabsonFinance
BabsonFinance
@BabsonFinance
babson.edu/cutlercenter
CUTLER CENTER ADVISORY BOARD Our leadership team benefits from the support of our advisory board, which includes: » John Bailer, CFA ’92, (Chair) Senior Portfolio Manager for U.S. Dividend Portfolios, Mellon
» J eff Mortimer, CFA ’86, Director, Investment Strategy, BNY Mellon Wealth Management » J ason Orlosky ’04, Chief Strategist &
» Brian Barefoot ’66, H’09, P’01, Senior
Managing Director at Bridgeway Wealth Partners
Advisor, Carl Marks Advisors » Dan Brennan ’87, MBA’89, Executive Vice
»A nnabelle Reid MBA’86, Managing Partner,
President and CFO, Boston Scientific
FoxMoor Capital
» Chris Chandor MBA’98, Senior Vice
»H arison Sidhu MBA’10, Head of Manager
President of Development & Asset Management, The Davis Companies
Selection and Due Diligence, Fiduciary Trust
» Karen Chandor MBA’74, Principal, Mercer
» J ames Spencer, CFA ’73, Former SVP & Chief Investment Officer, Cambridge Trust Company
» Eric Crawley MBA’09, VP Investment Strategist, U.S. Trust
»S andy Sperou ’01, Hotel and Real Estate
» Stephen Cutler, CFA MBA’61, President, Portfolio Manager & Managing Principal, Essex Investment Management Company » Chip Dickson, CFA ’75, MBA’76, Co-Founder,
Investor »R ick Spillane, CFA, Director, Eaton Vance Management » J oseph Spinelli ’98, Trader, Millennium
DISCERN
Management
» Marco Gargurevich MBA’01, VP, Asset
» J im Taylor ’86, Senior Vice President,
Management, Fidelity Investments
Wealth Management, UBS
» Bruce Herring, CFA ’87, P’19, Former President, Strategic Advisers, Asset Management Division, Fidelity Investments » Rich Katz ’91, President, Rodeo Capital » Harold Kotler, CFA ’65, Partner, CEO,
»C atherine Friend White MBA’86, Managing Director, Golden Seeds »M ark Williams MBA’04, Partner, Cape Horn Coffees Inc.
CIO, Gannett, Welsh & Kotler (GW&K Investment Management)
231 FOREST STREET, BABSON PARK, MA BRNDREP4-227 12/2019