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2025 IMC Alumni Reunion & UG Alpha Competition

Join us April 24, 2025, for the Investment Management Center’s end-of-year celebrations. We will kick off with a two-day event with PRIME Presentations, followed by our IMC Board/Action Council meetings, and concluding with the AIM Board meeting, end of year awards, and a reception for all. We will wrap up the event with the third annual Undergrad Alpha Competition.

REGISTRATION

Classroom

Classes

Sit in on a PRIME Class presentation to learn more about this exciting experiential learning class.

Students celebrating at competition

Celebrate

Join us for the AIM Board meeting, 2025 graduation ceremony, and a reception to meet competing UG Alpha Competition students and graduates.

Students giving presentation at competition

Competition

Our MBA Alpha Challenge's success inspired the creation of the Undergrad Alpha Competition. Join us for the third annual Undergrad Alpha Competition, April 25, which will conclude with competition results and a take-away lunch.

AGENDA

Thursday, April 24:

12:00-12:30 p.m. – Registration & Lunch: Outside of PNC Capital Markets Lab

12:30-1:50 p.m. – PRIME final presentations: McColl 2600
Get a glimpse of what PRIME has grown into through the eyes of our students. The PRIME program was born out of a discussion amongst alumni and other key stakeholders in 2021.  Come and see how this idea has come to fruition and developed into a flourishing experiential class! For all alumni and friends of the program, current PRIME students and prospective UNC PRIME students.

2:00-4:20 p.m. – IM Board/Action Council meeting: Kenan Center 204
How do we continue to elevate Kenan-Flagler’s brand in the Investment Management industry? Learn how alumni are playing an active role in this endeavor and join us for a highly interactive session on how you can be part of this journey. We encourage all alumni, friends of the program, and faculty to please join this session.

4:30-5:50 p.m. – AIM Board meeting: Kenan Center 204
The Applied Investment Management (AIM) course has long been a cornerstone of the Capital Markets and Investment Management curriculum and a key to student success. Join us for our bi-annual board meeting – all are welcome!

6:00-6:30 p.m. – Graduation ceremony: Koury Auditorium
We would also take this opportunity to congratulate all our graduates for their incredible achievements during their time at Carolina! Alumni, friends of the program, faculty/staff, graduates, student leaders – please join us!

6:30-7:30 p.m. – Reception: Outside Koury Auditorium
We will conclude the day with a networking and celebratory reception for all. Meet our competing UG Alpha Students and graduates.  All are welcome.

8:00 p.m. – Dinner for Alumni & Friends of IMC: Offsite – Lantern Restaurant
Dinner for Alumni and Friends of the Investment Management Center.

Friday, April 25:

8:00 a.m. – Event Check-in & Breakfast: Outside of PNC Capital Markets Lab

8:00-12:30 p.m. – Undergrad Alpha Competition: McColl Classrooms
We are pleased to host the 3rd Undergraduate Alpha Competition.  This competition has doubled in size since its inception! See our 175+ undergraduate students (mostly first-years and sophomores) participate, led by the Investment Management Center, Smart Woman Securities, Fixed Income Association/ Wealth Management Association, Carolina Investment Group, UNC Asset and Wealth Management Club, Credit and Restructuring Club, and our MBA Alpha Challenge chair and mentors.  Come and watch our undergraduate talent battle it out. All welcome!

12:30 p.m. – Grab & Go Lunch
We know everyone has busy schedules and students have classes and finals to study for.  Please grab a lunch and stick around campus to network, head to the airport, or get back to your studies!

OPTIONAL ACTIVITIES (additional cost listed at registration)

Thursday, April 24:

9:30-11:00 a.m. – Brunch – Fundamental Investment Practicum Reunion: Crossroads, Chapel Hill
Alumni of the Fundamental Investment Practicum are welcome to meet for brunch at Crossroads Restaurant (at the Carolina Inn). Arrive when you can, network, and casually socialize before Thursday events kick-off.

Friday, April 25:

2:30-4:30 p.m. – Post Event Activity: Top Golf, Durham
Before you depart for home, join other IM Center Alumni and Friends at Top Golf, Durham. Eat, play, and network!

REGISTRATION

2025 – Alumni and Friends Attendees

Name Organization
Scott Barfield, MAC ’93 Callodine Capital
Mark Corigliano, MBA ’01 Corigliano Investment Advisers
Oliver Cross, MBA ’10 Verum Partners
Daniel Eichenberger, BSBA ’17 Delegate Advisors
Brett Estwanik, BSBA ’03 Inyarek Partners
Phil Gorham, MBA ’06 Brandywine Global Investment Management
Dennis Greenway, BA ’99, MBA ’06 Franklin Street Partners
Jeff Grothe, BSBA ’99 Paramount Insight Investors
Cristina Hug, MBA ’00 Goldman Sachs
Drew Johnson, MBA ’22 Thornburg Investment Management
Jim Jones, MBA ’06 William Blair
Davis Morrison, MBA ’23 SharpVue Capital
Lamar Small, MBA ’10 Silver Beach Capital Partners
Sarah Stroud, MBA ’22 Brown Brothers Harriman
Mike West, MBA ’18 William Blair
Trace Williams, BSBA ’09 Dimensional Fund Advisors
Trey Winslett, BSBA ’07 JP Morgan
Shannon Wulff, MBA ’24 William Blair
Todd Young, MBA ’07 Franklin Street Partners

 

2025 – UNC Faculty Attendees

Name Organization
Art Baker Kenan-Flagler Business School
Greg Brown Kenan-Flagler Business School
Riccardo Colacito Kenan-Flagler Business School
Pramita Saha Kenan-Flagler Business School
Gill Segal Kenan-Flagler Business School
Ranjit Thomas Kenan-Flagler Business School