Friday January 31, 2014

Learning from the Pros

Six business students are getting a chance to network and learn from financial experts at the annual TD Ameritrade conference.

The University of Dayton has returned — in a big way — to the annual TD Ameritrade Institutional National Conference Jan. 29–Feb. 1 in Orlando, Fla., with the single largest contingent from any university at the event. 

Six students and two faculty are attending and the University has been one of very few universities to be selected by TD Ameritrade as a key institution for the conference.

Finance students Conor Flynn, Nate Hauge, Andrew Brackmann, Hayley Douglas, Patrick Hull and Sam Orman are attending the annual event, which draws nearly 3,000 independent registered investment advisors and industry leaders from across the country to hear speakers, including former governor and presidential candidate Mitt Romney and boxing legend Sugar Ray Leonard.

Leading the University of Dayton contingent are adjunct professor David Kudla, CEO and CIO of Mainstay Capital Management, and Trevor Collier, chair of the University’s economics and finance department. Kudla, who also serves as executive director for the University’s RISE 14 student investment conference, will participate in a Barron’s Top Advisor Panel discussion at the conference.

"This is an amazing opportunity to represent the University of Dayton at a national conference. We're really honored to be here," said Flynn. "We are so appreciative of David Kudla, who has used his network and his connections to give us this opportunity and to promote the University and RISE."

Flynn said Kudla's objectives for the students include networking and meeting industry professionals as well as experiencing a well-executed national conference to continue to build on the success of the University's annual RISE forum.

“We are looking forward to RISE 14 more than ever as we are observing TD Ameritrade’s thoughtful conference framework," Flynn said. "We have learned a great deal from this experience so far and are eager to bring back ideas to the RISE team. TD Ameritrade’s partnership with the University has been incredible and we look forward to continuing that in the future."

TD Ameritrade, a RISE 14 sponsor, selected about 35 students from 17 universities, representing the top financial planning undergraduate programs nationally. Students attending the conference will have the opportunity to network and connect with investment firms for internships and potential job placements.

Three of the six University of Dayton students are members of the RISE 14 planning team; the others are members of the Kudla Dynamic Allocation Fund Investment Committee. Through the Kudla Dynamic Allocation Fund, students have an opportunity to manage $1 million through a wide variety of investments such as exchange-traded funds (ETF), mutual funds, stocks and bonds.

University of Dayton students and faculty also participated in Schwab’s IMPACT National Conference in November, where the University was one of only a few universities named a key institution.

The University of Dayton delegation will also share information about RISE 14, the largest student investment conference in the world. Students attend sessions March 27-29, with professionals invited for the March 27 keynote speakers' sessions. Visit for information and registration.

For more information, contact Cilla Shindell, executive director of news and communications, at 937-229-3257 or

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