2022-2023 Annual Report
The Gates Capital Management Center for Financial Analysis established the K-State Finance Scholars Program with the aim of equipping students for careers in investment banking, asset management, private equity, and management consulting.
The 2022-2023 year witnessed remarkable growth and achievements for the program. Notably, a grand opening for the Gates Capital Management Center for Financial Analysis on the second floor of the College of Business building took place in Fall 2022. We hired a full-time program coordinator for the Center in April and organized six group trips, including the program’s first international trip to London.
Throughout the year, the program provided a great slate of workshops and alumni meetings for students. Our weekly meetings on Fridays at 7:30 am featured fifteen alumni and industry professionals as guest speakers. Additionally, we conducted eight workshops led by alumni, faculty, and friends, with the objective of enhancing students’ technical skills. Scholars actively participated in national competitions, as well as the Gates Capital Management
Stock Pitch Challenge, open to all K-State students. Furthermore, they took part in the second annual 24-hour Security Analysis Challenge, where they were tasked with creating comprehensive reports on public equity for investment purposes within a 24-hour timeframe.
Job and internship placements for our scholars have been outstanding this year. All seven program graduates are starting positions in our targeted sectors, while all junior and sophomore Finance Scholars obtained summer internships for 2023. A few scholars also secured internships for the summer of 2024. We owe this success to the incredible support of our alumni and friends, who serve as executive mentors within the target sectors, providing invaluable guidance to our scholars.
Program scholarships were restructured to reflect the amount of work, diligence and mentoring scholars put into preparing themselves and their peers for high-finance careers. Students are assigned rank titles (intern, analyst, associate, VP) based on the progress they make in professional development, course performance, technical knowledge, participation in program activities, and leadership capabilities.
An open invitation is extended to all interested parties looking to engage with the K-State Finance Scholars Program. We would be delighted to host you for meetings and workshops and to visit your offices, where we can learn from your expertise in the world of finance. We eagerly anticipate building upon the strengths of our program in the coming year.
Associate Professor of Finance Director, Gates Capital Management Center for Financial Analysis
Neuberger Berman
Wingstop Restaurants
Canyon Partners
Accenture
Riveron
Scholars are offered opportunities to attend networking trips. We traveled to six different cities throughout the year.
In the fall, Finance Scholars visited Dallas and were able to learn about several finance careers. Our newest members took a short trip to Kansas City. Late in the semester, we took a trip to Minneapolis to connect with alumni in investment banking and asset management.
“The opportunities as a member of the Finance Scholars Program have been transformative for me in my education, career, and personal life. The learning and networking experiences I’ve been afforded as a Finance Scholar have strengthened my technical skills, grown my knowledge of the industry, connected me with incredible mentors, and prepared me for the career I have always wanted.”
~ Maddie Rimmer, AssociateMINNEAPOLIS
Lazard Middle Market Investment Banking
Whitebox Advisors
Ameriprise Financial
Riverbridge Partners
Vermillion Capital
Finance Scholars also took individual trips to network in cities and attend Super Days. These trips are supported by the program as they are an important piece of securing internships.
Magnetar Capital
Solomon Partners
Chicago Booth
BPOC Private Equity Conference
“Finance Scholar trips have been an unmatched opportunity to network with alumni and professionals from target sectors. Building a career in high finance seemed intimidating at first, but after witnessing the large alumni base K-State has in major cities, I was reassured that I can have the career I’ve always dreamed of.”
~
Blythe Bolar, AssociateScholars traveled to New York to focus on firms in asset management and investment banking. We also connected with K-Staters at an alumni dinner organized by program supporter Jeff Gates.
Additionally, Finance Scholars participated in their first international trip over Spring Break in London. They visited firms in asset management, trading and consulting sectors. The trip provided an excellent opportunity for scholars to understand the world of finance in a global sense. We plan to hold one international trip per year going forward.
“As part of the K-State’s Finance Scholars Program, I have participated in various finance workshops, such as the 24-hr Security Analysis Challenge and Training The Street Financial Modeling Workshop, to name a few. These workshops gave me the experiences needed to stand out among other candidates during internship interviews.”
~ Janis Asaris, AssociateA group of scholars traveled to Kansas City to attend the DeMarche Investor conference in the fall. In the spring, Finance Scholars attended a conference hosted by the Chicago Booth Private Equity Group and the Polsky Center. The conference brings together investors, students, and entrepreneurs to network and share insights into the dynamics of investing in a constantly changing economy.
“K-State Finance Scholars introduced me to lifechanging opportunities and experiences. With support from the program I have made lifelong relationships with alumni and faculty, traveled the country/world, learned valuable technical skills and life advice, and built lasting friendships with peers.”
~ Shayla Cowin, Vice-President
Oliver Wyman
At 7:30am on Fridays, Finance Scholars meet and hold workshops featuring alumni, faculty, and industry professionals.
Investment Banking Recruitment and Interviewing by CJ Heinz, Partner - Sansara Group
Event-Driven Hedge Fund
Security Analysis by Jeff Gates, Managing Partner - Gates Capital Management
24 Hour Security Analysis Challenge
Python Data Analytics by Dr. Madhav Sharma (K-State faculty)
Financial Modeling and Excel Skills by Training the Street
Strategy Consulting Case Interview by Finance Scholar VPs of Consulting
Corporate Valuation by Training the Street
Investment Policy Statement and Manager Selection by Lois Cox, Senior VP for Investments and CIO - Kansas State University Foundation
Ernie Rogers, Chief Operating Officer; Lavonne Harris, Head of Business Unit Control - Magnetar Capital
Keaton Goedert, Director - Koch Disruptive Technologies
Michael Mabry, Analyst - Vaquero Capital
Daniel Kerley, Portfolio Manager; Scott Moore, Portfolio Manager; Noah Watson, Analyst - Vantage Investment Partners
Lynn Rogers, Treasurer - State of Kansas
Finance Advisory Board Members
Jeff Gates, Managing PartnerGates Capital Management
Trevor Lott, Principal; Tommy Trueblood, Associate; and Amy Christie - VantEdge Investment Partners
Riley Mason, Senior Manager, Post-merger Integration StrategyCharles Schwab
JB Mason, Managing DirectorO’Keefe & O’Malley
Stephen Kucera, Associate - Health Care Service Corporation
Gregory Bribiesca, VP - Bainbridge Capital
James Sweeney, Investment Executive - Bank of America Private Bank
Miriam Wrobel, Global Leader ESG & Sustainability; Tegan Louw, Senior Consultant - FTI Consulting
Taimur Baig, Chief Economist, DBS Bank Singapore
Training The Street, a New York based firm that trains finance professionals, conducted a two-day workshop on campus in the fall on Financial Modeling and Excel Skills and an additional spring workshop on Corporate Valuation focused on interview preparation. In addition, scholars participate in internal trainings conducted by faculty and program’s VP students. The program’s requirements also include completing additional training packages such as Wall Street Prep and Bloomberg Market Concepts certification.
Finance Scholars take part in national and internal competitions during the school year. This year scholars participated in f national competitions and one internal competition.
Gates Capital Manag ment Stock Pitch Competition
CFA Research Challenge
Financial Modeling World Cup
Sustainable Fuels Research Challenge
Southeast Hedge Fund Competition
CSBS Community Bank Case Study Competition
This year, we repeated the 24-hour Security Analysis Challenge that we started last year. Students were assigned a company and had 24 hours to analyze the company in teams and make a call on trade recommendations. We hosted Jeff Gates on campus for a workshop based on the teams’ findings and suggestions. Below are photos of student teams during the challenge, many of whom stayed early into the morning to finish their reports.
A dedicated space for Finance Scholars was established in the Fall of 2022. This space provides a home for Finance Scholars to hold small group meetings, work on projects and competitions, study for classes, as well as take advantage of the two available Bloomberg terminals. The center provides comfortable seating, a live CNBC feed, a daily copy of the Wall Street Journal, and snacks & drinks for students’ comfort.
Mr. Gates continuing support of the program.
In April 2023, Julia Parcell joined the Finance Scholars team as the Program Administrator. Julia traveled with the scholars to New York and brings with her 20 years of higher education experience, most recently working with students on professional development. She has been busy getting to know the scholars, learning fiscal tasks, and researching connections in the finance world. Julia has 3 daughters and her husband, Joe also works at KSU.
Dedicated academic advisor
Coursework:
•Financial Modeling
•Security & Portfolio Analysis
•Mergers & Acquisitions
•Advanced Portfolio Management
•Intermediate Accounting & Analytics II
•Derivatives (suggested)
•Fixed Income (suggested)
Weekly Meetings
•Alumni workshops & networking
•Industry discussions with guest speakers
Industry Courses & Certifications
•Wall Street Prep
•Student Competitions
•Bloomberg Market Concepts
•Training The Street
Group and Individual Networking Trips
Dedicated Finance Career Coach
•Resume Reviews
•Mock Interviews
•Internship & Career Database
•Resume Book
Executive Mentor Program with Professionals in our Target Sectors
Semesterly Performance Evaluations
Scholarships:
$1,500/year - Interns
$2000/year - Analysts
$3000/year - Associates
$4000/year - Vice Presidents
Challenging yet supportive environment for high achieving students
Housing support for summer internships in higher cost of living areas
Student Program Roadmap
Group and individual networking trips
Industry subscriptions, books and training programs to enhance learning
3 WSP modules Mentorship
Academic Plan
LinkedIn Career Assignment
Complete all WSP modules
Bloomberg Market Concepts Group Trips Mentorship
Networking Activities
Competitions Group Trip
Networking Activities
Serve as peer mentor
Assist with recruitment and selection
WSP Certi cation Exam
Leadership & Service
Select a Semesterly Reports
Coordinate Mtgs & Events
7 out of 7 SENIORS graduated with jobs in target sectors
JP Morgan (AM)
Five Elms Capital (PE)
The Partners Groups (PE)
Deloitte Consulting (SC)
Prairie Capital (AM)
Grant Thornton (SC)
IB=Investment Banking, AM=Asset Management, SC=Strategy Consulting, PE=Private Equity or Venture Capital
Guggenheim Partners (IB)
Solomon Partners (IB)
Magnetar Capital (AM)
JP Morgan (AM)
VantEdge Partners ( )
CC Capital Advisors (IB)
Deloitte Consulting (SC)
Riveron ( )
EY Consulting (SC)
Baum Capital Partners (PE)
KSU Foundation (AM)
Koch Disruptive Technologies (PE)
We express our gratitude to Jeff Gates and Justin Boisseau for their ongoing support of the Gates Capital Management Center for Financial Analysis, which serves as the host for the Finance Scholars Program. The comprehensive range of activities and prospects would not be accessible to students without their assistance. Mr. Gates has played a crucial role in facilitating student visits to New York City and establishing connections with alumni in the region.
We extend our heartfelt appreciation to Rob Schneider for his generous support of the Finance Scholars Program. Mr. Schneider’s valuable contribution has played a pivotal role in financing student opportunities and facilitating the development of the program.
We are grateful to Paul Edgerley for his support of the College of Business and Center. Mr. Edgerley hosts a group of Finance Scholars in Boston and connects them with companies in the area, including Bain Capital.
Jeff Gates & Justin Boisseau
Rob Schneider
Shayla Cowin
Major: Finance MInor: Economics Certificate: Data Analytics
Jacob Doyle
Major: Finance Certificate: Investment Management
Parker Dyro
Major: Finance & Economics
Minor: Leadership Studies
Hannah Higgins
Major: Finance & Accounting
Ally Klaudt
Major: Finance & Mathematics-Actuarial Science
Minor: Leadership Studies
Certificate: Investment Management
Parker Larson
Major: Finance & Certificate: Data Analytics
Stacia Mendoza
Major: Finance
Minor: Political Science Certificate: Business of Sports & Entertainment
Hugo Nascimento
Major: Finance Minor: Entrepreneurship
Jacob Wick
Major: Finance Certificate: Professional Strategic Selling
Janis Asaris
Major: Finance Certificate: Data Analytics
Alex Drone
Major: Finance Certificate: Investment Management
Will Bannister
Major: Finance & Entrepreneurship Minor: Economics and Leadership Studies
Blythe Bolar
Major: Finance Minor: Economics Certificate: Investment Management
Bryson Brown
Major: Finance Certificate: Data Analytics
Alex Cornwell
Major: Finance & Entrepreneurship Certificate: Investment
Josh Glunt
Major: Finance & Accounting Certificate: Professional Strategic Selling
Matt Goodale
Major: Finance Certificate: Professional Strategic Selling and Investment Management
Hayden Gwinner
Major: Finance and Accounting
Reese Kuzniakowski
Major: Finance Minor: Personal Financial Planning
Certificate: Data Analytics
Karlee Osner
Major: Finance Minor: Leadership Studies
Maddie Rimmer
Major: Finance Minor: Management Certificate: Data Analytics
Emma Stegman
Major: Finance Minor: Entrepreneurship Certificate: Data Analytics
Brandon Spielman Major: Finance
Summer Murphy
The Finance Scholars also participate in team building and socializing activities. The cohort values communication and relationship building because students know how important connections are to their future careers.
Michael Tumberger Major: Finance
Jayden Brethour Major: Finance
Landon DiLeonardo Major: Finance Minor: Economics, Statistics
Br ce Disberger Major: Finance
