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1st Annual Economic & Finance Forum: Markets in an Uncertain World

Redefine Her Street and Clarus Capital prese­­nts this annual conference to create an opportunity for Swarthmore alumni in the field of finance and economics to connect with other alumni, meet aspiring students, and impart lessons learned from their time in the industry. We hope to provide a forum to begin an open dialogue on a variety of topics, including industry outlook, personal experience, and career advice.

The conference will take place on Saturday, April 23rd from 9:30 AM – 5:00 PM in the Scheuer Room at Swarthmore College. The event will feature five sessions, with a designated student moderator for each.We hope the event will strengthen the already invaluable source of support and guidance that the Swarthmore community is to all of its members.  

Speakers:

Andy Haughwout ’83 is a Senior Vice President and Head of the Microeconomic Studies Department in the Research and Statistics Group at the New York Fed. He is a coeditor of the Liberty Street Economics blog and a coeditor of the Bank's Economic Policy Review. In addition to his duties at the Bank, he is a Penn Institute for Urban Research Scholar and serves on the Advisory Board of the Journal of Regional Science. He is a past Chair of the North American Regional Science Council and the Federal Reserve System Committee on Regional Analysis. Prior to joining the New York Fed, Andy served as Assistant Professor and Director of the Urban and Regional Planning program at Princeton University. He holds a BA in Economics from Swarthmore College and a PhD from the University of Pennsylvania.

Jim Marks ’85 has over three decades of experience as an innovator and executive in financial technology. He helped to start and manage SNL Financial before becoming the first Wall Street equity analyst to focus on financial technology with Credit Suisse First Boston in 1996. He was a founder and President of the financial and legal technology investment bank, Marks Baughan, from 2004 to 2013. He also served as President of Belzberg Technologies and WineAccess, as well as a director at Fiberlink, Folio Dynamix, and Keystone Risk Partners. He was a McCabe Scholar at Swarthmore, graduating with a B.A. in Art History.

Joe Corso ’02 graduated with a BA in Economics from Swarthmore. He has held various investment banking positions over the course of his career, in distinguished firms such as Janney Montgomery Scott and Thomas Weisel Partners. He is currently a Managing Director at Stifel, where he specializes in advising companies in the Semiconductor, Electronics Supply Chain, and Distribution spaces. 

Goreleigh Willis ’03 graduated Swarthmore as a double major in Economics and Political Science with Honors. He finished his MBA from Cornell University. Currently, he is an Investment Banking Associate at Lazard, where he is part of the media services and technology group. Previously, he was an associate at J.P. Morgan Private Bank, where he worked with ultra high net worth individuals to manage their wealth.

Mark Bode ’80 graduated from Swarthmore with a B.A. in Political Science and received his MBA with Honors in Finance from the University of Chicago’s Booth School of Business. Mark is currently Founder and CEO of the Utopia Group, an early stage medical device company. Previously, he was a founder and CFO of Lyric Capital Venture Partners, a top quartile venture fund, and CFO of two venture backed startup companies in software and finance. He began his career in technology investment banking in New York and San Francisco with Solomon Smith Barney and Prudential Bache Securities. Through his career he has worked with over 70 companies and done over $3.2b in transactions.

Dan Oppenheim ’96 majored in Economics at Swarthmore. He is currently a Managing Director at Zelman & Associates in San Francisco. As a senior equity research analyst, he covers real estate investment trusts (REITs). Previously, he was a Director in the Equity Research Department at Credit Suisse, where he covered the housing industry, including homebuilders and building products companies. In 2007, Oppenheim ranked second on the Institutional Investor “All-America Research Team” for his coverage of Homebuilders and Building Products. He joined Credit Suisse in 2008 from Banc of America Securities, where he was a Principal, and he has held positions in Wellington Management Company and Goldman Sachs.

For more information, visit www.redefineherstreet.com/forum-rsvp

Open Event

Later Event: April 24
Chapter Meeting