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Cleveland Research to Visit Davis Center
Thursday, January 31, 2008
Jeff Stinson and Jason Whitmer, Senior Research Analysts, and Matt Delly, Research
Associate, will give a presentation in the Davis Center at 4:00 p.m. on February 6 to introduce students
to the Cleveland Research Company and acquaint them with career opportunities at that firm.
Cleveland Research Company is an independent investment research firm
headquartered in Cleveland, Ohio that distributes proprietary research and findings to 125 of the largest
institutional investors in the United States. The company focuses on four sectors--Consumer, Industrial,
Technology, and Health Care--and prides itself on creating a competitive advantage for its select customer
list by delivering a differentiated product coupled with an exceedingly high level of service. Cleveland Research
Company’s unique business model led the firm to the #1 Regional Research provider ranking for three
consecutive years (2004-2006).
You’ll want to be on hand to hear Jeff, Jason and Matt tell the Cleveland
Research story as they describe the company’s 15+ years of experience in sell-side research.
Another First for R.I.S.E.
Thursday, January 31, 2008
What could be more fitting than the nation’s largest electronic stock exchange staging
its first-ever-on-a-college-campus remote Closing Bell ceremony from the floor of the world’s largest investment
conference? That’s precisely what will occur during the R.I.S.E. VIII Forum’s keynote presentations on March 27
as NASDAQ officially ends its business day onstage at the UD Arena.
NASDAQ and R.I.S.E. is a match made in heaven, or at least made in Dayton, Ohio as UD’s hometown joins the
elite ranks of more prominent cities that have hosted these rare, off-site Closing Bell ceremonies: Davos,
Switzerland…Beijing, China…San Jose, California.
The NASDAQ event spotlights an entire day of unparalleled programming featuring a stellar line-up of heavyweights
from the worlds of investment, finance, and government who comprise the panelists and speakers at the R.I.S.E. VIII
Forum’s keynote presentation day.
Of course, R.I.S.E. VIII continues for students on Friday and Saturday as it moves to the University of Dayton
campus with a full schedule of workshops and breakout sessions. All in all, it’s a three-day event you won’t want
to miss. For more details, visit www.rise.udayton.edu.
Dr. Bob Froehlich Visits The Davis Center
Monday, January 29, 2007
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| Dr. Bob Froehlich |
On January 18, 2007, Dr. Bob Froehlich, Chairman of the Investor Strategy Committee for
Deutsche Asset Management, spoke to the Davis Center students on several topics ranging from R.I.S.E. VII
all the way to his outlook for the 2007 economy and markets. Students had the privilege to ask interesting
questions to a prominent UD Alumni and learn about the markets in a special way. By taking time outside of
the classroom to discuss real issues and apply them to everyday life, students were able to enjoy this unique opportunity.
Cleveland Trip
Saturday, November 17, 2006
On November 17, 2006, The Davis Center embarked on its first ever professional trip to Cleveland, Ohio.
The Davis Center staff met with Mark Stornes, the CEO of the Cleveland Cavaliers, and Phil Rice, the President of National
City. Mr. Stornes gave the team valuable insight into the financial aspect of professional sports and entertainment as
well as an abstract asset valuation such as an NBA player. Meanwhile, Mr. Rice spoke to the staff about National City's
growth and service aspirations for their immediate and long term future. To end the fascinating trip, the Davis Center
staff stayed and watched the Cleveland Cavilers win their home game.
Helping To Fight Juvenile Diabetes
Sunday, October 1, 2006
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| The Davis Center Volunteers Their Time |
On September 30th, 2006, over 30 Davis Center associates and Finance Club members lent a helping hand
at the Juvenile Diabetes Research Foundation’s annual walk at Island Metro Park in Dayton. Members helped out in a
number of ways, including unloading supplies, setting up tents, distributing water to walkers, and face-painting. The
walk was an enormous success, attracting over 3,000 participants. This is the second year in a row that the Davis Center
and Finance Club have participated in the walk, and both groups have begun to develop a great relationship with the JDRF.
The students fundraised over $1,500 for the organization through personal donations and donations collected from students
around the UD campus.
Trip to Chicago
Thursday, November 3, 2005
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| Davis Center staff and Finance Club members in Chicago |
On November 3, 2005, thirty-six students in Finance Club left the University of Dayton campus and made
the journey to Chicago for a professional business trip. During their stay, the group visited the CBOT, CBOE, CME, Wayne
Hummer Asset Management, and Ernst & Young. The group also met with alumni from Goldman Sachs, Crowe Capital Markets, and
the United States Securities and Exchange Commission. Finance Club members discussed topics with professionals, such as,
life after college, the market outlook, insight on specific areas of the financial industry, and the current job market.
The Davis Center Lends A Hand
Monday, October 3, 2005
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| The Davis Center JDRF Volunteers |
On September 24th, the Davis Center team participated in the 2005 Walk to Cure Diabetes.
Twenty-five staff members made the trip to Island MetroPark in Dayton, OH to volunteer their time and make
donations to the Juvenile Diabetes Research Foundation. The students helped run the event in a variety of
ways—including set-up, balloons, face-painting, working checkpoints, photography, and playing games
with the kids. It was a fun and rewarding day for everyone involved! The Davis Center contributed over $600
to the JDRF and will continue to support this cause in the near future.
Welcome Back!
Wednesday, September 14, 2005
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| Finance Club in The Davis Center on August 30th, 2005 |
The Finance Club met for the first time this semester on Tuesday,
August 30. 118 people attended, far exceeding estimates! As the
biggest Finance Club meeting in Davis Center history, it is now
apparent that the University of Dayton has an abundance of bright
students motivated to learn more about finance. Throughout the year,
these students will be involved in many fulfilling projects, including
mock interviews, résumé building, a trip to Chicago, acting as
supporting analysts in a portfolio competition, professional speakers,
software training, and Finance 101 sessions. Through the activities
in Finance Club, these students can develop their skills and interest
in finance.
The Closing Bell
Thursday, April 14, 2005
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| Kevin Parker, Deutsche Asset Management Global Head of Asset Management, Mark Hoffman, President, CNBC, Inc. and Dr. Fred Pestello, University of Dayton Provost |
The Closing Bell™
was rung today by Deutsche Asset Management Global Head of Asset Management
Kevin Parker and CNBC, Inc. President Mark Hoffman, joined by University
of Dayton Provost Dr. Fred Pestello, Professor & R.I.S.E. Co-Chair David Sauer,
School of Business Dean Patricia Meyers, and R.I.S.E. Moderator Dr. Bob Froehlich.
More on the University of Dayton's R.I.S.E. Symposium making history
can be found in the Press Release section of the site.
MLIM Challenge
Friday, March 10, 2005
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| Jim Kirk, Laura Coffey, Bob Franz, and George Eckerd |
Welcome to the new and improved website for The Davis Center
for Portfolio Management. Congratulations to the Gangbusters who won this year's
U.S. Investment Management Portfolio Challenge held recently by Merrill Lynch
in Princeton, NJ. More about the competition can be found on the
Press Release section of the site. Also, don't
miss the upcoming R.I.S.E. Symposium which is just around the corner! Check back
soon to catch all of the pictures and reviews.
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