Going to RISE was a great experience for me. The best part about the conference is that it put a lot of the concepts we were talking about in class into practice through the various presentations we saw. Before going I wasn’t really sure what people do to manage a portfolio, but learned how different firms have different ideas of the market and follow these ideas as they choose which companies to invest in. Obviously we have read a lot of theories on investing but it is so much better to understand and see them in practice. Going into the conference I honestly thought investing was all about luck but got to see the different strategies/ways people use to “win” and make money on their investments.
One of the sessions I went to was called equity analysis. We saw 3 employees go through their analysis of a stock which gave us a snap shot of what they do in their job. We saw how you can almost predict, through detailed analysis of course, a stock that is going to take off in the future. I thought this was really cool because we have talked about this in class but wasn’t really sure what exact steps you take to find these companies and industries. Seeing it in practice though, I understood it really well. I also went to a session called the Power of Moats. This illustrated what Morningstar’s investment strategy was and all the layout, or rules as you would say, of the strategy. They have set up a solid foundation for how they choose companies and it has proven to be very successful. It was neat to see they found that moat companies have decreased leverage, increased liquidity, tell us about risk, and have a lower risk of suffering a dividend cut. The presentation showed how you can find different types of moats, for example brand moats by looking at financial statements.
One thing that was said that stuck out to me most during the conference was during one of the panels on Thursday. When the professionals were discussing the markets they said you aren’t looking to sell stock. You are investing in a company. This reinforced the idea that in order to be successful investing you can’t just look at trying to buy and sell the right things at the right time but you need to put your money into companies you believe will be successful because of their structure or product they have created. I really enjoyed attending this conference and got so much more out of it then I thought. We got to see everything we have learned in class in practice and surprisingly I understood more than I thought I would as well. I definitely recommend students to attend RISE in the future."
Rachel Ross ‘14
Attending the Redefining Investment Strategy Education conference, or (RISE) conference, was one of the smartest decisions I’ve made in my academic career. Not only is this national event held 30 minutes away at University of Dayton’s business school, but the amount of intelligent experts who attend, ranging from all ages, makes this a mandatory event in my book. RISE features presidents and CEOs from some of the most reputable firms in the world, more so having the ability to listen in and even ask questions to these experts was amazing.
Personally, I only managed to attend two of the three days, and will do everything in my power to attend all 3 days my upcoming senior year. My favorite part of RISE was on my first day there in a breakout group. Senior Portfolio Manager of Bartlett & Co, James Hagerty, discussed strategies his company uses in constructing a value stock portfolio. Having only taken a few classes pertaining to the investment industry, witnessing an expert discuss his work experience firsthand was a great experience.
On top of all that, attending RISE allows you to meet & greet some of these experts, along with thousands of students in college that have similar majors and interests. If that is not enough to win you over, getting free things such as a leather folder and information on all the top investment firms worldwide & eating lunch with your loving professor should be. Attend RISE 2014!
Silas Newcomb ‘14
The Rise Conference was a great opportunity to take the fundamentals we have learned and talked about in class, and see how real world working professionals apply these concepts and problems in order to evaluate, predict, and stabilize both the economy and personal investments. The forum gave our class the opportunity to network, make connections, and learn about opportunities beyond the undergraduate level. I highly recommend the rise conference as a learning and networking opportunity for individuals interested in finance/ investments, or even those who want to get a first had look at exactly what a CFA, CFP, Federal Reserve Presidents, and Portfolio managers do on a daily basis.
Tori Rousculp ‘13
The RISE Conference was truly an amazing experience, and I am so glad that I got to participate in it. It was nice to be able to apply class concepts. Beyond the understanding of class concepts, it really stressed what a career in finance would be like. By choosing break-out sessions that you are interested in, you are instantly introduced to multiple people that are working in that field, many of whom have hiring power. Overall, it is a good opportunity for anyone that may be interested in a career in finance, as well as those who have some interest in furthering their understanding of finance, or just anyone that wants to have a few entertaining, relaxing days.
Karen Naylor ‘13
I'm a Marketing and Psychology majors so I came to RISE as a novice in the sea of finance majors and finance experts. The networking opportunity at RISE was amazing. I randomly talked with a finance professor at a college in Pennsylvania, and he told me about Avinash, the Google Analytic guru. I've been dying to learn about Google Analytic because I need it at my internship. Yet, I have no idea where to start. This finance professor totally saved me. I also met with a student from University of Dayton who just got an internship with Black Rock just by talking to the company's representative at the conference. Just then, I realized everything everyone said about networking at conference was all true!
The second day of the conference, I attended a session on Establishing a student's managed fund and a session on Future trading stimulation. The first session opened my eyes about the possibilities we could have to make use of the fund we had at WittInvest. The second session let me look into the world of trade experts. I got to use sophisticated programs to play around with major mutual fund stocks, got hands-on experience on buying, selling, and short-selling at large scale.
Besides the learning and networking, the food at RISE was amazing. But that's besides the points. Another great thing was the atmosphere. I was surrounded by students of my age, in suits, being professional. Everything at the conference was so professional, from the set up, organizing events, food service, to break-out sessions. This kind of professional experience really trained a young student like me to become more mature and behave more professionally.
By and large, RISE was a great investment that I would make again and again. This propped me for my future conferences in Marketing. Who knows, it's very likely that all the lessons I learned from networking at RISE can get me a job in the future at a Marketing conference.
Miro Nguyen ‘15
The RISE conference is a great experience, and anyone who gets the chance to go definitely should. Education and information aside, you get lots of bonus stuff. The meals they provide were in my opinion pretty good, and they had snacks! Snacks are also a bonus. With your registration fee, you get a nice leather portfolio and pen. In my opinion just the food and portfolio would be worth my money.
The conference had many really good speakers who are professionals in the financial world. My favorite part of the whole conference was Friday (the second day) where we had breakout sessions. We got to pick which sessions we wanted to attend, and they were much smaller scale like class size. I really enjoyed three out of my four sessions. The sessions were on topics we were or had covered in class. They took the concepts we had been learning about and applied them to the financial world. Attending RISE really help me fully understand some of the concepts from class. It also helped when writing my investments philosophies paper because I learned about company’s strategies when investing.
All in all everyone should go to RISE! It is a great educational experience, even if you are like me and don’t plan to pursue a career in the financial world.
Rebecca Agnor ‘14
The RISE conference at the University of Dayton was a great and exciting experience for anyone who is interested in finance and investments. It was truly a unique experience to interact and here from some of the most powerful and influential financial leaders from around the world.
The best part of the conference was the opportunity to sit in on the different workshops. The most interesting workshop I attended was that of the portfolio management seminar. In this workshop a portfolio manager from the Dayton area gave a talk about how he goes about narrowing in on his portfolio each year. In addition he showed us his predictions for this upcoming year.
The last aspect of the RISE conference that was useful was the career seminars. Getting the opportunity to ask professionals questions about what they do and how they have advanced their careers is something that is very rare.
Overall the Rise conference was a great opportunity to learn and grow in the area of finance. It was a once and a lifetime opportunity, and I would hands down recommend it to anyone interested in finance.
Alex Ballew ‘13
The RISE conference I attended was educative, interactive and interesting. I learned new financial concepts, got to meet students from other countries and schools and, interacted with speakers during and after Q&A sessions. I had my doubts when we were told to pay $160 for the conference but, once you attend the conference you will learn that it’s a small price to pay, especially compared to what other schools pay-transportation, hotel, and food.
The RISE conference is the biggest student based finance conference in North America, there are different schools from different countries-even from Europe and IV league schools. If anyone is majoring or thinking of majoring in Finance, this is the place to be.
Hannan Shehebo ‘14