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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:

12-12:30 p.m. – Registration and 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.

2-4:20 p.m. – IM Board/Action Council meeting: Kenan Center 204
How do we continue to elevate UNC 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!

6-6:30 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 p.m. – Dinner for Alumni and Friends of IMC: Offsite – Lantern Restaurant
Dinner for Alumni and Friends of the Investment Management Center.

Friday, April 25:

8 a.m. – Event Check-in & Breakfast: Outside of PNC Capital Markets Lab, McColl 2550

8:30-12:50p.m. – Undergrad Alpha Competition: McColl classrooms
We are pleased to host the third 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!

  • 9:00 – 10:20 AM – Equity Bracket: McColl Room 2250 and 2575
  • 9:00 – 10:20 AM – Credit Bracket: McColl Room 2550, PNC Capital Markets Lab
  • 9:00 – 10:20 AM – Private Wealth Management Bracket: McColl Room 3650
  • 9:00 – 10:20 AM – Private Capital Bracket: McColl Room 3250, 3350
  • 10:20 – 11:00 AM– Networking in Private Capital Room: 3250, 3350

11:00-11:30 a.m. – Grab Lunch and Find out the Winners (Outside PNC Capital Markets Lab and McColl 2575)
Grab a boxed lunch outside the PNC Capital Markets Lab and head to McColl 2575 to get the results from the morning rounds.

11:30-12:50 p.m. – Equity Final Round (McColl 2575)

1:00 p.m. – Announce Equity Winners (McColl 2575)

OPTIONAL ACTIVITIES (additional cost listed at registration)

Thursday, April 24:

9:30-11 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 – Winners

Bracket Team Names
Credit C2 (Post Holdings, POST) Chris Holland, Prathan Parmar, Brenner Thornton, Max Weinberger
Private Capital (FLO) PC1 Mary Linda Dascal, Walker Nall, McKenzie Peters, Chloe Wade
Private Capital (PLOW) PC3 (Genstar) Kripa Kasabwala, Anshu Ramireddy, Krish Vazirani
Private Wealth Management PW9 Khushi Bhatt, Tarun Valluri, Maruthi Vemula
Equity  – Tie for 1st place E4 Chipotle (CMG) Mae Cole Elizabeth Muller, Lizzy Xie
E13 Waste Mgmt. (WM) Sriya Amineni, Arav Menon, Rushil Shah, Balin Surface

2025 – Alumni and Friends Attendees

Name Organization
Scott Barfield, MAC ’93 Callodine Capital
David Black Balyasny Asset Management
Charlotte Burnett, MBA ’19 JP Morgan
Brad Burton, BSBA ’05 Five Points Capital
Mark Corigliano, MBA ’01 Corigliano Investment Advisers
Oliver Cross, MBA ’10 Verum Partners
Abby Decker, MBA ’21 QHP Capital
Daniel Eichenberger, BSBA ’17 Delegate Advisors
Brett Estwanik, BSBA ’03 Inyarek Partners
Mitchell Forss, MBA ’22 Deepwater Asset Management
Phil Gorham, MBA ’06 Brandywine Global Investment Management
Dennis Greenway, BA ’99, MBA ’06 Franklin Street Partners
Jeff Grothe, BSBA ’99 Paramount Insight Investors
Casey Hammontree, MBA ’04 Resolute Capital Partners
Emerson Harrison, MBA ’24
Cristina Hug, MBA ’00 Goldman Sachs
Kevin Jamison, MBA ’20 Novant Health
Jim Jones, MBA ’06 William Blair
Burke Koonce, BA ’92, MBA ’98 Trust Company of the South
Philip Kriger, MBA ’09 Liberty Mutual
Jack Liebau
Matt Mildenberg, MBA ’18 EverBank
Davis Morrison, MBA ’23 SharpVue Capital
Win Murray, BA ’92 Diamond Hill
Jim Osman The Edge Group
Daniel Shank, BSBA ’10 Benefit Street Partners
Lamar Small, MBA ’10 Silver Beach Capital Partners
Luv Sodha, MBA ’18 Remitly
Andy Stone Ullico
Sarah Stroud, MBA ’22 Brown Brothers Harriman
Mike West, MBA ’18 William Blair
Ashleigh White Truist
John Wierman, MBA ’24 Goldman Sachs
Trace Williams, BSBA ’09 Dimensional Fund Advisors
Trey Winslett, BSBA ’07v JP Morgan
Shannon Wulff, MBA ’24v 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

2025 – Judges

Name Organization
Scott Barfield Rand/Callodine
David Black Balyasny
Brad Burton Five Points
Steve Cheng Wind River
Oliver Cross Verum Partners
Brett Estwanik Inyarek
Mitch Forss Deepwater
Phil Gorham Brandywine
Jeff Grothe Paramount
Casey Hammontree Resolute Capital
Emerson Harris
Cristina Hug Goldman Sachs
Jim Jones William Blair
Phil Kriger Liberty Mutual
Jack Liebau
Matt Mildenberg EverBank
Davis Morrison SharpVue
Win Murray Diamond Hill
Jim Osman The Edge Group
Gill Segal UNC Kenan-Flagler
Daniel Shank Benefit Street
Lamar Small Silver Beach
Luv Sodha Remitly
Andy Stone Ullico
Mike West William Blair
Ashleigh White Truist
Trace Williams Dimensional
Trey Winslett JP Morgan
Shannon Wulff William Blair

 

2025 – Mentors

Name Category
Francesco Brassesco Equity
Jesus Fernandez Equity
Katja Muller Equity
Aryan Shelke Equity
Ames Murray Equity
Charlie Ghriskey Equity
Colton Florentz Equity
Vince Galioto Equity
Silvio Guaita Credit
Omar Estrada Credit
Parmeet Sangha Credit
Mohit Sukhija Private Capital
Parker Haskin Private Capital
David Bass Private Capital
Cole Winterstein Private Capital
Rob Forlines Private Capital
Mohit Sukhija Private Capital
Bailey Rogers Private Capital
Nathan Olaniyi Private Capital
Jessica Croll Private Wealth
Jake Melman-Rogers Private Wealth
Gracie Kelly Private Wealth
Natalie Rogers Private Wealth
Sophia Mao Private Wealth
Paola Corleto Private Wealth