Creating the Next Generation of Finance Leaders
Asset Management Conference
About the Conference
The HPS Center for Financial Excellence Asset Management Conference, in partnership with AltFinance, is a two-day event that connects students, industry professionals, and alumni to explore careers in asset management. The conference aligns with Howard University’s commitment to enhancing its finance education by offering technical training and career insights to students.
The event kicks off with a Leadership Panel featuring Dr. Curtis Kidd Telemaque, Director of the HPS Center for Financial Excellence; Marcus Shaw, President & CEO of AltFinance; Marshall Williams, Analyst at The Carlyle Group; and Dr. TashniAnn Dubroy, former COO of Howard University. This discussion will highlight the role of HBCU alumni and finance professionals in shaping the future of asset management.
Day two begins with a series of sessions at the Howard University School of Business focusing on asset management fundamentals and career development, followed by a Fireside Chat with Ray McGuire, President of Lazard, providing insights into the evolving finance landscape. The afternoon will feature hands-on technical workshops and case study challenges covering areas such as private credit underwriting, private equity, asset valuation, and financial modeling for leveraged buyouts.
These sessions are designed to equip students with both foundational and advanced industry skills. Through expert insights, technical sessions, and networking opportunities, the event will provide students with critical industry skills and valuable connections, reinforcing Howard’s dedication to developing the next generation of finance leaders.
Urgent Call to Action: Howard University School of Business Alumni
We invite you to a special reception and panel discussion on Thursday, March 13, at 6 PM, featuring Curtis Kidd Telemaque, Director of the HPS Center for Financial Excellence; Marcus Shaw, President & CEO of AltFinance; and Marshall Williams, '24, Analyst at Carlyle Investment Firm. The panel will be moderated by Dr. Tashni-Ann Dubroy, former Executive Vice President & Chief Operating Officer at Howard University.
Join us to learn how you can help shape the future of asset management through the HPS Center for Financial Excellence. Your involvement as an alumnus is crucial to creating opportunities for students in this field. Through mentorship, guidance, and industry connections, you can ensure they are not only academically prepared, but also equipped to make a meaningful impact in the industry.
Your support is essential in building a strong foundation for our students’ success, and we look forward to collaborating with you to enhance their future in asset management. Stay tuned for more details on how you can get involved.
Anthony D. Wilbon, PhD, PMP
Dean, Howard University School of Business
My vision as Dean is to shape and develop the future leaders of the buy-side financial services industry. I am committed to elevating Howard University to the forefront of finance education, ensuring that we equip our students with the skills, knowledge, and leadership qualities needed to excel in this dynamic field.
Asset Management Conference: Fireside Chat
JOANITA RICKETTS, '99 (HUSB)
Former Managing Director, MUFG
As alumni of the Howard University School of Business, it's our duty to prioritize initiatives that develop the next generation of leaders in asset management, venture capital, and other areas of financial services. This effort requires a unified alumni network committed to pushing students to excel. Additionally, investing in the School of Business infrastructure ensures more staff, greater support, and expanded capacity to foster student success.
Navigating the Future of Finance: Leadership Panel
Tashni-Ann Dubroy, PhD
Leadership Fireside Chat: Moderator
Executive VP & COO, Howard University (Former)
Leading the infrastructure transformation of this university has been one of the greatest responsibilities and joys of my career. Together, we have built, renovated and strengthened the very framework that supports our students’ dreams and our community’s growth.
Thursday: March 13, 2025
Exhibitors & Tabeling
12:00 PM - 4:00 PM
Exhibitors will set up and table at the Howard University School of Business and neighboring institutions to share career opportunities with current students.
Professional Reception
6:00 PM - 6:50 PM
The reception at the City Club of Washington, DC, provides an opportunity for alumni, faculty, and industry leaders to network in an informal setting.
Navigating the Future of Finance: Leadership Panel
7:00 PM - 8:00 PM
The Leadership Panel featuring Dr. Curtis Kidd Telemaque, Director of the HPS Center for Financial Excellence; Marcus Shaw, President & CEO of AltFinance; Marshall Williams, Analyst at The Carlyle Group; and moderated by Tashni DuBroy, former Executive Vice President & COO at Howard University, will explore leadership in finance education, current industry trends, and strategies for future growth.
Friday: March 14, 2025
Breakfast and Check-In
8:00am – 8:50am
Attendees will check in, enjoy breakfast, and network before the day’s sessions begin.
What is Asset Management & Best Practices for Internship and Full-Time Careers in Investing
9:00am – 10:00am
Panel:
- Brittany Clark, RBC, Investment Banking, c/o 2025: Asset Management Overview
- Anyjah Sally, Goldman Sachs, Wealth Management, HUSB c/o 2025
- Bryce Perkins, Morgan Stanley, Investment Banking, HUSB c/o 2026
- Jada Sweeting, Partners Capital, Portfolio Management HUSB c/o 2026
A panel of students will discuss career opportunities, student clubs, and companies involved in asset management, providing insights into the industry and its potential pathways for students.
Leadership Fireside Chat with Ray McGuire
10:00am – 10:50am
Ray McGuire, President of Lazard, will engage in a 30-minute fireside chat, followed by 15 minutes of Q&A and 15 minutes for networking. The discussion will focus on leadership in asset management and the financial landscape.
Lunch
10:50am – 11:15am
A break for lunch, offering further networking opportunities.
Credit Underwriting & Risk Analysis
11:15am – 2:00pm
Craig Jatlow, HPS
This session will delve into the key technical skills necessary in asset management, covering areas like private credit underwriting and risk management.
Valuation and Risk Assessment of Asset Classes
11:15am – 2:00pm
- Frank Turner, Senior Managing Partner, Celeres Capital (HU ‘2000) (Family Office)
- Briana Carter, Vice President, Investments, HarbourView (HU ‘18) (Music)
- Tyrone Johnson, CEO, Cascade Services (HU ‘94) (Private Equity)
- Moderator: Joel Brown-Christenson, Co-Founder & Head of Programming, ViableEdu
Experts will discuss the valuation of techniques for niche asset classess.
Here's the Deal Challenge: YETI Case Study Walk Through (Beginner)
11:15am – 2:00pm
TJ Thomas, AltFinance Investor in Residence
In this interactive session, participants will walk through a deal analysis, reviewing case studies and financial statements. Teams of five will collaborate to discuss strategies and make decisions without prior technical knowledge.
Technical Bootcamp: Leveraged Buyout (Advanced)
11:15am – 2:00pm
Herb Belton, Ariel Investments Senior Associate
Learn how LBOs drive value creation, manage risk, and generate high returns in today’s dynamic market. This session will provide key takeaways for asset managers looking to enhance their understanding of this critical aspect of private equity.
Student Clubs Panel
2:00 - 3:00pm
Join our student club session at the Asset Management Conference to network with industry leaders, explore emerging trends, and gain valuable insights into the future of asset management.
Do you require lodging?
We have set up a courtesy room block at the University Club of Washington for Thursday, March 13th, and Friday, March 14th, located at 1135 16th St NW, Washington, DC 20036. The rate is $310/night plus tax. Call (202) 347-0818 and request a room under the "Howard Universty" room block.
Faith Rosenfeld
Chief Administrative Officer, HPS Investment Partners
Our partnership between HPS and the Howard University School of Business, led by the HPS Center for Financial Excellence, has already yielded remarkable progress. We've accomplished a great deal, but there's still so much more to achieve. Our collective effort is helping to shape students into exceptional leaders, and as they graduate, we’re confident they will go on to make a tremendous impact in the financial industry.
