Spring 2019

  • US Macro and Financial Outlook
    • 04/25/19 | 6:15pm | GA308
    • Ryan Sweet @ Moody’s
  • QFE Graduation Ceremony
    • 04/22/19 | 5:15pm | GA008
  • Investment Banking with Divya Shah @ BAML
    • An overview of the industry + insights into careers.
    • 04/12/19 | Time TBD | Location TBD
  • Coffee Chat with Oam Patel @ Morgan Creek
    • Now closed.
    • 03/01/19 | 10am-11:15am
  • Private Markets with Ben Horlick @ Fidus
    • An overview of the industry + insights into careers.
    • 03/22/19 | Time TBD | Location TBD
  • UNC Alternative Investments Conference
    • The QFE is proudly sponsoring student attendance.
    • Open only to QFE members.
    • 03/28/19 | UNCAIC
  • Consumer Lending with Amar Patel @ Capital One
    • An overview of the industry + insights into careers.
    • 04/01/19 | Time 6pm | Location TBD
  • Citizens Capital Markets Recruiting
    • Open Office Hours
    • 04/02/19 | 3pm-5pm | GA110
  • Introduction to the KFBS AIM Fund
    • 02/19/19 | 6:15pm | First floor of Gardner
  • Options Strategy with Gonzalo Asis @ BAML
    • An overview of the industry + insights into careers.
    • 02/15/19 | 5pm | GA210
  • FP&A with Jorian Hoover @ Microsoft
    • An overview of the industry + insights into careers.
    • 02/06/19 | 6pm | GA308

Fall 2018

  • VC Roadshow
    • 12/03/18 @6pm | Location: GA211
    • Teams of students in Econ 425 pitch their investment funds to investment professionals.
  • Factset Training
    • Restricted to those students accepted into the QFE program.
    • Each student gets their own Factset license to use for the balance of their academic career at UNC-CH.
    • 11/14/18 | 6pm-8pm | Gardner 309
  • QFE Induction
    • We welcome the new QFE candidates, and discussion plans for the spring.
    • 11/16/18 | 6pm-7pm | Gardner 211
  • Real Estate with Peter Murphy @ Level 2 Development
    • An overview of the industry + insights into careers in Real Estate.
    • 10/29/16 | 6pm-7pm | Gardner Rm106
  • QFE Applications
    • Download application here
    • Applications due 10/30/18 @5pm
    • QFE candidates announced via email 11/5/18
  • Private Debt Markets with Sean Hickey @ White Oak HealthCare Finance
    • An overview of the industry + career insights.
    • 10/22/18 | 6pm-7pm | Gardner Rm106
  • Anatomy of Active Portfolios
    • Hosted by the CFA Society of NC
    • 10/16/2019 | 12pm-1:15pm | Raleigh, NC
    • Attendance for a select group of QFE candidates
  • FinTech with Miguel Vergara @ Kabbage
    • An overview of the industry + insights into careers in FP&A.
    • 10/01/18 | 6pm-7pm | Location GA106
  • Bootcamp: Excel for Financial Economists
    • This is a required bootcamp for the QFE program. (Only attend one of the two sessions listed below).
    • We spend a full day detailing advanced Excel techniques (e.g. lookups, optimization, simulation, etc..) and associated data analysis tools (e.g. regression, histogram, etc..).
    • Sign Up here by Friday 8/31 at 5pm.
    • 9/08/18 | 9am-3pm | Gardner 309
    • 9/15/18 | 9am-3pm | Location TBD
    • 9/22/18 | 9am-3pm | Gardner 309
  • Information Session
    • Tentatively scheduled for Tuesday 8/28/18 | Time: 6pm | Location: Gardner 007
    • Represented organizations: QFE, Fed Challenge, Fiscal Challenge, TarHeel Alpha, and more.

Spring 2018

  • QuantCon
    • 04/28/18 – All Day
    • QFE is proudly sponsoring a select group of student attendees
  • 2018 QFE Closing Ceremony
    • 04/24/18 | Gardner 106 @6pm-7pm
    • Current recipients discuss their research and receive their certifications
    • Open to all
  • Reuters Eikon Training
    • 04/21/18 | Gardner 007 @ 9:30am-3:30pm
    • Space is limited: if you would like to participate, please apply here.
  • The Commodities Markets
    • Aakash Patel – US Distillate Analyst @ BP
    • 04/19/18 | 6:30pm & Gardner 105
  • Private Markets: An Overview
    • Kevin McGowan – Private Investment Analyst @ UNCMC
    • 03/22/18 | 7pm-8pm | Gardner 106
  • Working session on “Systematic Strategies with Discretionary Overlays”
    • Tripp Zimmerman – Associate Director of Research @ Wisdom Tree
    • 03/19/18 | Gardner 106
    • Access restricted to members of QFE / THA
  • Private Debt Financing
    • Citizens Capital Markets
    • 03/06/18 | 6:30pm | Gardner Hall Rm 105
  • Lunch with Mel Williams – Co-Found and General Partner of TrueBridge Capital
    • Co-sponsored by QFE and CFE
    • 02/14/18 @12pm
    • The event is now closed

 

Fall 2017

  • Bootcamp: Financial Modeling
    • 12/02/17 | 9am-3pm | Gardner Hall Rm 07
    • Hosted by Divya Shah, Investment Banking Analyst @ BAML
    • The Bootcamp is very practical and “hands on”. It will teach the mechanics of building a full three statement model for the public company in order to create a comprehensive valuation estimate. This estimate is then used to build and support a full investment thesis with financial projections. It is recommended to have prior working knowledge of corporate finance and accounting; however, the basics will be briefly covered.
    • Space is limited
    • To register, send your resume, relevant courses, and short paragraph outlining your career goals to qfe.unc.edu@gmail.com by 11/27/17 @5pm.  All applicants will be informed of their registration status shortly thereafter.
  • VC Roadshow
    • 12/04/17 @6pm | Location: Gardner Hall Rm 209
    • Teams of students in Econ 425 pitch their investment funds to investment professionals.
  • Bootcamp: Matlab for Financial Economists
    • 11/19/17 | 9am-3pm | Gardner Hall Rm 07
  •  Bootcamp: Excel for Financial Economists
    • 9/23/17 | 9am-3pm | Gardner Hall Rm 07
    • 9/16/17 | 9am-3pm | Gardner Hall Rm 07
  • Bootcamp: Financial Data and Trading
    • 9/9/17 | 9am-3pm | Gardner Hall Rm 07
    • 9/2/17 | 9am-3pm | Gardner Hall Rm 07