The College of Continuing Studies is adapting our business operations to continue to serve our customers amid the rapidly evolving COVID-19 pandemic. Employees will work remotely to assist students, conference and training session attendees and organizers, OLLI members, clients of health, safety and environmental consultations, and others. Bryant Conference Center, Bryant Museum and UA Gadsden Center are closed until further notice. For the latest COVID-19 University of Alabama updates, please visit the UA Health Information website.

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Capstone Student Investment Conference

February 29, 2020 • Bryant Conference Center, The University of Alabama, Tuscaloosa, Alabama • 8:45 a.m. to 4 p.m.

Why You Should Attend CSIC:

The Capstone Student Investment Conference is a full-day event that brings together students and professionals from around the country who are passionate about investing and finance. They will learn from and interact with a distinguished panel of speakers (see below) who will share their expertise and insight, providing both timely advice on navigating today’s investment environment and timeless wisdom on navigating ever-changing financial markets to come.

Attendees will also have the opportunity to meet a wide variety of representatives from prominent firms in the financial-services industry who see the conference as an ideal way to make contact with motivated and engaged students interested in finance-related careers. Last but not least, those attending CSIC will benefit from meeting like-minded peers from around the country with similar interests and aspirations, a start to building a network that should pay dividends far into the future.

2020 Capstone Student Investment Conference Speakers:

Dan Davidowitz, Portfolio Manager, Head of Large Company Growth Team, Polen Capital

C.T. Fitzpatrick, Founder, Chief Executive Officer, Chief Investment Officer, Vulcan Value Partners

Jonathan Gattman, Founder, Managing Partner, Cloverdale Capital

Billy J. Hwan, Co-Portfolio Manager, Parnassus Endeavor Fund

Christopher Kiper, Founder, Managing Director, Legion Partners

Mark Millsap, Partner, Portfolio Manager, Foundation Resource Management

Derek Pilecki, Founder, Portfolio Manager, Gator Capital Management

James Roumell, Founder, Portfolio Manager, Roumell Asset Management

Adam Schwartz, Senior Managing Director, Portfolio Manager, First Manhattan Co.

Julie Stewart, Managing Director of Investor Relations, Delta Air Lines

Jennifer Wallace, Founder, Chief Investment Officer, Summit Street Capital


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CSIC is hosted by the Culverhouse College of Business and its Value Investing program with support from the University of Alabama’s College of Continuing Studies.