UTD Financial Management Association

Past Events (UTD Campus Map)

October - November, 2005

Event – FMA Trading Competition

2-month Simulated Trading on stocks, bonds, commodities, options, futures, currencies and more.

Event Initiator: John Chung

Event Executor: John Chung, Persephone Chen

October , 2005

Field Trip – Washington Mutual

Company Presentations, Facility tour, Question & Answer Session and Networking Opportunities

Event Initiator: John Chung

Event Executor: John Chung, Persephone Chen

September , 2005 ( Plano, Texas )

Field Trip – EDS

Company Presentations, Facility tour, Question & Answer Session and Networking Opportunities

Event Initiator: Milli Hirpara

Event Executor: John Chung, Persephone Chen

September , 2005 ( downtown Dallas )

Field Trip – 7-11

Company Presentations, Facility tour, Question & Answer Session and Networking Opportunities

Event Initiator: Milli Hirpara

Event Executor: John Chung, Persephone Chen

August 8 - 12 , 2005 ( 8:00a.m. - 6:00p.m., New York City )

Field Trip – Wall Street, New York City

Company Presentations, Trading facilities, Q&A session and Networking Opportunities

Event Initiator: John Chung, Blanca Krushinski

Event Executor: John Chung, Wilbert, Persephone, Daniela, Rudy, Sandy, Hazel

Archived News

April 19 - 20 , 2005 ( 8:00a.m. - 4:00p.m., Crescent Court Hotel, downtown Dallas )

Field Trip – Bloomberg Training Session

Financial lecturing, Question & Answer Session and Networking Opportunities

Event Initiator: Wilbert Huang

Event Executor: Wilbert Huang, Sandy Chen, Nash

April 16 , 2005 ( 1:00p.m. - 5:00p.m., White Ventures' Dallas Headquarter, Dallas )

Field Trip – White Ventures

Executive Presentation, Q&A Session and Networking Opportunities with CEO and CFO

Event Initiator: Daniela Saldana

Event Executor: John Chung, Persephone Chen, Wilbert Huang, Sandy, Hazel, Rudy, Nash, Milli

April 1 - 30, 2005 ( every Tuesday 7:00p.m.-8:00p.m., SOM 2.204, UT-Dallas )

Event – Free Trial of Bloomberg Professional Software

The operation of Real-time financial information system

Event Initiator: Wilbert Huang

Event Executor: Wilbert Huang, Sandy Chen, Nash

April 1, 2005 ( 1:00p.m. - 5:00p.m., Texas Christian University, Fort Worth )

Field Trip – Educational Investment Fund

Investment Strategy discussion, Question & Answer Session and Networking Opportunities

Event Initiator: Wilbert Huang, Sandy Chen

Event Executor: Wilbert Huang, Sandy Chen

March 31, 2005 (4:00 to 6:00 pm, Executive Education Wing in the School of Management Building)

Event – Finance Career Forum

Panel Presentation, Question & Answer Session and Networking Opportunities with Attendees.

Event Initiator: John Chung, Milli Hirpara, Persephone Chen

Event Executor: John Chung, Milli Hirpara, Persephone Chen, Wilbert, Patricia, Hazel, Senaida

November 19, 2004 (4:45 p.m. - 6:00 p.m., SOM 1.118 Auditorium)

Event - BANK ONE to be Number One!?
We will have speakers from Bank One, which is one of the largest financial service companies in the world, sharing overview of the firm and investment services.
Download the pictures.

Event Initiator: Mary Viliunny, Houston Yuen

Event Executor: Mary Viliunny, Patricia Cao, Rudy Gunawan, Milli Hirpara, Persephone, Colin Colaco

October 27, 2004 (5:00 p.m. - 5:30 p.m., SOM 1.118 Auditorium)
SMIF Information Session

Event Initiator: Houston Yuen

Event Executor: Wilbert Huang, Mary Viliunny, Persephone Chen, Colin Colaco, Rudy, Patricia, Sandy

October 22, 2004 (3:15 p.m. - 5:00 p.m., SOM 1.118 Auditorium)

Event - UBS Capabilities
We had have a spearker from UBS, which is a world-leading wealth management company, sharing overview of the firm and investment services.
Download the presentation file.

Event Initiator: Mary Viliunny, Houston Yuen

Event Executor: Mary Viliunny, Houston Yuen, Colin Colaco, Rudy Gunawan, Sandy Chen, Persephone

September 17, 2004 (7:30 a.m., Meet in the lobby of SOM building and carpool taking DART to downtown Dallas)

Field Trip - First Southwest Company
We had a field trip to First Southwest Company, an investment banking firm since 1946, to learn the company and the public finance in the real business.
Download the presentation file and pictures.

Event Initiator: Colin Colaco

Event Executor: Colin, Houston, Mary Viliunny, John Chung, Patricia, Rudy, Sandy, Persephone

September 1, 2004 (1:45 p.m. - 3:00 p.m., SOM 1.118 Auditorium)
FMA Convention & Wall Stree Trip Presentation
This is an event to take a review of what had FMA been through in the past and share our visiting experience in the big apple. Dr. Hasan Pirkul, Dean of the School of Management, will attend to support the organization and present the award.
On The UTD Mercury - FMA bites into 'Big Apple'
On MANAGEMENT Magazine, Fall 2004 Edtion, p.30 - Financial Management Association Students Make Contacts in NYC

Event Initiator: Houston Yuen

Event Executor: Wilbert Huang, Mary Viliunny, John Seller, Nidal, George Li, Houston Yuen, Ally

August 4 - 11, 2004 (Hotel: Manhattan Seaport Suites, Transportation)
Field Trip - Wall Street, New York City
Wall Street Trip Book, Wall Street Trip Itinerary, Attendee Contact List
Orientation: July 30, 2004, 5:30 p.m. in SOM Undergraduate Student Lounge
Info Session: July 9, 2004, 5:30 p.m. in SOM Undergraduate Student Lounge
Info Session: June 25, 2004, 5:30 p.m. in SOM Undergraduate Student Lounge
Info Session: June 4, 2004, 4:30 p.m. in SOM Undergraduate Student Lounge
Wall Street Trip Applicaiton Form, Q&A
Survey Letter
Download the pictures.

Event Initiator: Houston Yuen, Autumn Chou

Event Executor: Autumn Chou, Mary Viliunny, Houston, Vivienne, Ally, Jinny, Zoe, Colin

July 16, 2004 (one day event, 5:30 a.m., Meet in the lobby of SOM building and carpool to Austin)

Field Trip - Austin Ventures, Dell, EDS Financial Trading and Technology Center, and Applied Materials
We had a field trip to Austin visiting four different places to enrich our knowledge within this one day trip. (Please have at least one question prepared for each when you make the reservation!)
Austin Trip Book, Reservation List
9:30 a.m. - Austin Ventures: 300 West 6th Street, Suite 2300, Austin, Texas 78701
11:00 a.m. - EDS Financial Trading and Technology Center: 2100 Speedway, GSB, Austin, TX 78712
2:30 p.m. - Dell: 1 Dell Way, RR1, Round Rock, TX 78682
4:30 p.m. - Applied Materials: 9700 U.S. 290 East, Austin, TX 78724

Event Initiator: Houston Yuen, Autumn Chou, Justin Ulahannan

Event Executor: Autumn Chou, Celine Kuo, Mary Viliunny, Vivienne, Ally, Jinny, Zoe, Colin

June 28, 2004 (3:45 p.m. - 5:30 p.m., SOM 1.118 Auditorium)

Event - Marketing & Portfolio Analyzation
We had a spearker from Morgan Stanley, which earned a world reputation for excellence in financial services and market execution, sharing how they do their business and serve their clients.
Download the pictures.

Event Initiator: Houston Yuen, Celine Kuo, Justin Ulahannan

Event Executor: Autumn Chou, Celine Kuo, Mary Viliunny, Vivienne, Ally, Jinny, Zoe, Colin

May 15, 2004 (6:30 p.m., Spring Creek Barbeque)
Dinner Gathering - This is Saturday night get together to congratulate and send off the FMA members gradating this Spring and say thanks to all our members for your efforts and participation that has made FMA what it is today, a success!

Event Initiator: Houston Yuen, Michael Ramirez, Justin Ulahannan

Event Executor: Ally Chen, Zoe Huang, Jinny Chen, Autumn Chou

April 6, 2004 (4:00 p.m. - 6:30 p.m., Executive Education Wing of SOM)

Business Career Forum - The Finance Day
This is the first annual event co-sponsoring with Career Management Center of School of Management. We had several employers coming to the campus for networking and recruiting.
Download the pictures.

Event Initiator: Houston Yuen, Michael Ramirez, Justin Ulahannan

Event Executor: Ally Chen, Zoe Huang, Jinny Chen, Autumn Chou

March 23, 2004 (12:45 p.m. - 3:00 p.m., SOM 1.118 Auditorium)

Event - Your Future in the Investment Banking Industry
We had a speaker from Jefferies, a leading investment bank serving mid-cap investors and issuers - led by one of the most powerful trading platforms in the industry, sharing their company background and the experience of the speaker in the investment banking industry.
Download the presentation file and pictures.

Event Initiator: Houston Yuen, Michael Ramirez, Justin Ulahannan

Event Executor: Ally Chen, Zoe Huang, Jinny Chen, Autumn Chou

February 18, 2004 (2:30 p.m., Meet in the lobby of SOM building and caravan to downtown Dallas)

Field Trip - The Hodges Fund - First Dallas Securities
We had a field trip to The Hodges Fund, a fund that was up 91.8% last year. It is your chance to see how mutual funds are run behind the scenes.
Download the pictures.

Event Initiator: Houston Yuen, Michael Ramirez, Justin Ulahannan

Event Executor: Ally Chen, Zoe Huang, Jinny Chen, Autumn Chou

February 5, 2004 (12:45 p.m. - 2:00 p.m., SOM 1.118 Auditorium)

Event - Your Challenge to Ride the Bull - Merrill Lynch
We had a speaker from Merrill Lynch , one of the world's leading financial management and advisory companies, sharing their company background and the expertise and practices in Wealth Management.

Event Initiator: Houston Yuen, Michael Ramirez, Justin Ulahannan

Event Executor: Ally Chen, Zoe Huang, Jinny Chen, Autumn Chou

January 22, 2004 (10:00 p.m. - 11:00 p.m., SU Lower Level)
Event - Student ReUnion & Organization Fair
Want to get involved? Come to meet us and find out how!

Event Initiator: Houston Yuen, Michael Ramirez, Justin Ulahannan

Event Executor: Ally Chen, Zoe Huang, Jinny Chen, Autumn Chou

November 13, 2003 (7:00 p.m. - 9:00 p.m., SOM 1.118 Auditorium)

Event - The Scene Behind Mergers & Acquisitions
We will a speaker from Houlihan Lokey Howard & Zukin , an international investment bank, sharing their company background and the expertise and practices in Mergers & Acquisitions and financial restructuring.
Download the presentation file and picture.