Join us on April 23–24, 2026, for the Investment Management Center’s end-of-year celebrations.
We will kick off the two-day event with PRIME Presentations, followed by our IMC Board and Action Council meetings. The first day will conclude with the AIM Board meeting, end-of-year awards ceremony, and a reception bringing together current students, graduating seniors, alumni, and friends of the Center. We will close out the day with a dinner for our Alumni and Friends of the Center.
On day two, we will host the Fourth Annual Undergraduate Alpha Competition.
Sit in on a PRIME Class presentation and the AIM Board meeting to learn more about these exciting experiential learning classes.
Join us for the 2026 Graduation Ceremony and a reception to celebrate and connect with our current students, graduating undergraduate and MBA students, esteemed alumni, and friends of the Investment Management Center.
The success of our MBA Alpha Challenge inspired the creation of the Undergraduate Alpha Competition. Join us on April 24, 2026, for the Fourth Annual Undergraduate Alpha Competition as our top undergraduate teams showcase their investment ideas and compete for top honors.
Thursday, April 23:
12:00-12:30 p.m. – Registration and Lunch: Bell Hall – Callinicos Forum, Room 1200
12:30-1:50 p.m. – PRIME final presentations: Various classrooms in Bell Hall
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.
2:00-2:30 p.m. – IM Board/Action Council meeting – Part 1: Key Updates: Callinicos Forum, Room 1200
How do we continue to elevate UNC Kenan-Flagler’s brand in the Investment Management industry? Hear about recent exciting developments at the IM Center and the school, driven by our committed alumni & friends and get ready for interactive breakout sessions. We encourage all alumni, friends of the program, and faculty to please join this session.
2:30-3:30 p.m. – Research Seminar: Callinicos Forum, Room 1200
The investment industry is being transformed and reshaped by AI, big data and digital assets. Hear from faculty on cutting-edge topics, showcasing the application of artificial intelligence and large language models to process large-scale financial datasets and inform portfolio strategies at our inaugural research seminar at the IMC Reunion. All are welcome!
3:30-4:20 p.m. – IM Board/Action Council meeting – Part 2: Committee Breakout Discussions and Debrief: Callinicos Forum, Room 1200
Join us for an interactive session as alumni & friends discuss crucial questions in small groups to elevate the UNC investments program to even greater heights! We encourage all alumni, friends of the program, and faculty to please join this session.
4:30-5:50 p.m. – AIM Board meeting: Bell Hall, Room 2020
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!
6:00-7:00 p.m. – Graduation ceremony and Reception: Callinicos Forum, Room 1200
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!
7:30-9:30 p.m. – Dinner for Alumni and Friends of IMC: Offsite – Location TBD
Dinner for Alumni and Friends of the Investment Management Center.
Friday, April 25:
7:30 a.m. – Event Check-in & Breakfast: Bell Hall, 2nd Floor
8:00-11:00 a.m. – Undergrad Alpha Competition: Bell Hall Classrooms
We are pleased to host the fourth Undergraduate Alpha Competition. This competition has quadrupled 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, Wealth Management Association, 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!
11:00-12:00 p.m. – Grab Lunch and Find out the Winners – KOURY Auditorium
Grab a boxed lunch in the lobby of Koury Auditorium, and head into Koury to hear the results from the morning, as well as the Equity teams moving forward to the final round.
12:10-1:30 p.m. – Equity Final Round (Koury)
1:45 p.m. – Announce Equity Winners (Koury)
| 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 |
| 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 | |
| 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 |
| 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 | |
| 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 | |