FALL 2023
"2nd Thursday" Monthly Meetings

Meetings take place in a variety of classrooms and have different start times; check before you go!
  • THUR AUG 31, 5:45 PM in HBB 203:  Finance Student Group Interest Meeting
  • THUR SEPT 14, 5:45 PM in HBB 203:  Torch Fund Panel (Dr. Ryan Farley, Zach Adkisson of Merrill Lynch, Caleigh Jacobs of Fidelity Investments)
  • THUR OCT 19, 5:45 PM in HBB 440:  Daniel Green, The Green Group, UBS
  • THUR NOV 16, 5:45 PM in HBB 203:  Ryan Moffett & Tyler Michalove, Blackpier Capital
  • THUR DEC 7, 3:00 PM, in MILC (SMC 701):  Awards Ceremony

MEETING ITINERARY

  • 5:30 PM  Check-in + Network + Serve yourself a snack
  • 5:35 PM  Trading Competition Update
  • 5:45 PM  Speaker Introduced
  • 6:30 PM  Door Prizes/Meeting Concludes
Dress is business casual unless otherwise noted. All meetings are BYOB (bring your own beverage). Meetings are optional with your BULL membership package, and you only need to RSVP if you plan on attending.

RSVP INSTRUCTIONS

You may attend meetings if you have already joined UTIG.

Snacks are provided at meetings, but please bring your own beverage (BYOB). Attendance is not required, but if you RSVP we expect that you will honor that commitment, as food has been ordered on your behalf. To attend meetings:
  1. RSVP by 5 PM at least two days prior to each meeting. This gives us time to submit the catering order.
  2. Utilize the RSVP form below to save your seat at each meeting.
If you confirm attendance you are expected to attend the meeting or your membership privileges may be suspended.

FOOD ALLERGIES
Kindly note that if you have a food allergy we are unable to accommodate it. We are ordering our snacks in bulk to stay within our budget, and modifications are not permitted. Thank you for understanding!
THURSDAY OCTOBER 19
HBB 203 | 5:45 PM
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Daniel Green, The Green Group, UBS
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Check-in begins at 5:30 PM.  Our Director of Trading, Caden Mitchell, will briefly present on a trading strategy.  Mr. Green is introduced promptly at 5:45 PM and will discuss his career path as a financial advisor in wealth management.  Dinner is provided, but an RSVP is required to attend.

*** Bring your own beverage. Dress is business casual. ***

    THUR OCT 19 UTIG MEETING

GROUPME

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Join the official UTIG 2023 GroupMe to ask trading, membership, and meeting format questions. Scan the QR code with your phone or click on the image. Each semester the GroupMe changes, so you will need to re-enroll.

Officers will send reminders about upcoming meetings/events in the GroupMe.
Previous UTIG speakers include: Mike Masters (Masters Capital Management), Joe Evanchick (Barings LLC), Jim Darlington (UBS), Dusty Johnson (UBS), Doug Webster (SageView Advisory), Blair Patteson (Morgan Stanley), Christina Mosser (Morgan Stanley), Frank Venable (Morgan Stanley), Chris Cameron (Merrill Lynch), Dugan McLaughlin (Merrill Lynch), Lee Cross (Merrill Lynch), Josh Carter (Merrill Lynch), Jessica Burton (UBS), Paul Green (UBS), Jim Brogan (Brogan Financial), Ryan Moffett (Blackpier Capital), Tyler Michalove (Blackpier Capital), Adam Smith (Alcoa), Chris Parrot (Regions), Bruce Gress (Pilot Oil), Matt Webster, Ben Davis (Options Trader), Karen Walker (The Trust Company), Jim LaPinska (Axiom/Northwestern Mutual), Eric Foster, (PYA Waltman Capital), Bill Waltman (PYA Waltman Capital), Lytle Rather (Rather & Kittrell), Sam Paganelli (Rather & Kittrell), Christian Turner (FHN Financial), T.J. Wiberley (Truist), Ray West (Rayburn West Financial), Neil Goodson (Proffitt & Goodson), Michael Cermak (Proffitt & Goodson), and Alex Owens (Proffitt & Goodson), Brad Summers (Masters Capital Management), Daniel Green (UBS), Ryan Farley (University of Tennessee), Zach Adkisson (Merrill Lynch), Caleigh Jacobs (Fidelity Investments)