Professional Seminars

One of the key components of the SUU Investment Group is to connect the students Scholars with professionals and alumni in the investment field. One way this is accomplished is through our Professional Seminars, where these professionals meet with the Investment Scholars.

2018 - 2019 Academic Year

Tyler Pettit and James Rage from DA Davidson presented a check to the Investment Scholars Group. Receiving the check was the Director of Investment and Finance. Dr. Bruce Haslem. Each year the ISG manages a $50,000 portfolio in behalf of DA Davidson who shares a portion of the proceeds withe the group. This past year the students earned a return of 16.5% on their portfolio. The check will be added to a separate portfolio which will be managed on a long-term basis. 

In addition to the presentation of the check, James Ragan shared with the students an analysis of the market. 
Left to right: Tyler Pettit, James Ragan, and Bruce Haslem

Kimber Heaton SUU ('93), an Investment Advisor at Heaton Financial, met with the students to discuss current market conditions, specifically the large market drop at the start of October. 
Left to right: Cole Einerson, Jakob Reinhold, Kimber Heaton, Conner Andersen, Natalie Smith, Bruce Haslem

2017 - 2018 Academic Year
Meeting for out first Board Meeting where students made pitches to our Board of Directors on which stocks they recommend. 

Meeting with Telton Hall (SUU  '06) of Advanced Financial Planning

Meeting with Clark Taylor (SUU, '00), Partner at Soltis Investment Advisors

Meeting with Stephen Engst, former commodities trader for Clara Vista Capital Management

Meeting with Jason Heath (SUU, '03), Vice President at Prudential Financial

Meeting with Matt Hansen (SUU, '02), Senior Vice President at Hansen Wealth Management, UBS

2016 - 2017 Academic Year

Meeting with Grant Smith (SUU, '05), Vice President at Jordan/Zalaznik Advisors  

Meeting with Mark Russell (SUU), Financial Advisor for the Retirement Strategy Group

Meeting with Clint Stone (SUU, '02), Investment Management at Ensign Peak Advisors

Meeting with Tyler Pettit, Vice President, Financial Advisor at D.A. Davidson

Meeting with Steve Ahlmer, Investment Advisor Representative at Glide Financial Group

students also hosted visits from 
Tyler Hogge (SUU, '10), Product Manager at Wealthfront
Dale Beard (SUU, '09), Strategy Consultant at Armanino LLP
Randy Fife (SUU, '00), Managing Director at TIAA-CREF 
Lon Henderson, Chairman of the Board of Soltis Investment Advisors