22nd Annual NYU Stern Graduate Finance Association Conference

For the past 22 years, the Graduate Finance Association at New York University's Leonard N. Stern School of Business has hosted our annual conference bringing together top graduate students with leading industry professionals in all sectors of Finance.

The goal of the conference is to create a forum where current topics in finance can be discussed by industry leaders in an academic environment. This year’s conference theme is []. Recognizing that the finance space is constantly evolving, our hope is that the day will highlight how top companies are adapting their strategies to remain relevant and competitive. 

After the closing of the final panel we invite you to join us for casual conversations & cocktails overlooking Washington Square Park.  


Friday, October 20th, 2017

NYU Kimmel Center

60 Washington Square South

New York, NY 10012


Event Schedule

Check In / Coffee / Seating


welcome remarks


Keynote: STEVEN GOULART, Chief Investment Officer, METLIFE


technology Panel: Daniel Aisen, head of quantitative strategy, IEX & Adam Broun, Chief OperATING OFFICER, KENSHO






infrastructure panel: ROB KUPCHAK, macquarie capital, PAUL TICE, u.s. capital advisors, & donald B. reid, senior risk officer, loan programs office, U.s. department of energy 


coffee break


restructuring panel: james peck, adjunct professor of finance, nyu stern and united states bankruptcy judge, southern district of new york & Tim Coleman, partner and head of restructuring and special situations group, Pjt partners


cocktail hour


10:00 a.m. - 10:15am


10:30 a.m. - 10:45 a.m.   


10:45 a.m. - 11:45 a.m.



11:45 a.m. - 12:45 p.m.



12:45 p.m. - 2:15 p.m.


2:15 p.m. - 3:15 p.m.



3:15 p.m. - 4:15 p.m.



4:15 p.m. - 4:30 p.m.


4:30 p.m. - 5:15 p.m.




5:15 p.m. - 7:00 p.m.





Meet Our Speakers


Steven J. Goulart is executive vice president and chief investment officer of MetLife, Inc. Named to this position in May 2011, Goulart oversees MetLife’s $491 billion general account portfolio and more than 800 investment and support professionals around the world. In 2012, he led the development and launch of MetLife Investment Management, MetLife’s institutional asset management business.

Prior to becoming CIO, Goulart served as senior managing director and head of MetLife’s portfolio management unit since January 2011. He joined MetLife in 2006 to head the company’s mergers & acquisitions unit, and in 2009 was also named treasurer. In these roles, he was responsible for the strategic management of MetLife’s financial resources, including capital planning and financings, risk-based capital management, liquidity and cash management, international treasury and mergers and acquisitions.

In these key finance positions, Goulart oversaw the completion of capital financings exceeding $21 billion and more than fifteen strategic transactions, including MetLife’s successful $16.4 billion acquisition of Alico and the innovative tax-free split-off of MetLife’s majority stake in Reinsurance Group of America, Incorporated.

Prior to joining MetLife, Goulart was a senior managing director in Bear Stearns’ financial institutions group. Prior to joining Bear Stearns in 2001, he was managing director in Morgan Stanley’s global insurance group, where he co-led U.S. client coverage of the industry. Prior to joining Morgan Stanley in 1998, Goulart was managing director in the financial institutions group at Merrill Lynch, where he had been since 1984, beginning in the fixed income division. Over the course of his career, Goulart has led or participated in many transactions in the financial services industry, including insurance company demutualizations, mergers and acquisitions, equity and debt offerings and initial public offerings.

Goulart received a B.S. in business administration from the University of Pacific, where he was elected to the Pacific Athletic Hall of Fame and served as a member of the board of regents for nine years. He earned his M.B.A. from Harvard Business School. Goulart serves as a member of the board of directors for the MetLife Foundation, and he also served on the board of trustees of CASA of Morris and Sussex Counties, Inc., for four years.

KEYNOTE CONVERSATION WITH STEVEN Barg, managing director & co-head of m&A shareholder advisory goldman sachs

Steven Barg serves as Goldman Sachs’ Managing Director and Co-head of M&A Shareholder Advisory. This group was formed in 2015 and combined the firm’s Activist Defense and M&A Capital Markets practices.  The M&A Shareholder Advisory team advises clients as they assess market sentiment regarding their existing strategy and performance, as well as prospective strategic actions. Prior to their combination, the firm’s Activist Defense practice amassed deep experience on evolving shareholder perspectives. The M&A Capital Markets effort developed innovative analytics to provide sophisticated analyses of shareholder behavior. The shared disciplines of these two areas help clients understand and respond to the views of shareholders in the context of activism situations and M&A transactions.

Barg was most recently head of M&A Capital Markets in New York. From 2012 to 2013, he was co-head of the Investment Banking Division in South East Asia and was based in Singapore. Prior to that, Barg was co-head of Asia Ex-Japan ECM and was based in Hong Kong. He joined Goldman Sachs as a partner in 2010. Barg earned a BA in English/American Studies from Wesleyan University and an MBA from Stanford University Graduate School of Business.

Technology PANEL: daniel aisen, co-Founder & head of quantitative straategy, iex group

Daniel Aisen is Co-Founder and Head of Quantitative Strategy of IEX Group, Inc., an online trading platform aiming to solve perceived high frequency trading flaws. Previously, Mr. Aisen worked as a Quantitative Developer at RBC Capital Markets, where he helped developed the THOR electronic trading platform; he is the first inventor listed on the patent for THOR. In 2015, he was named one of Forbes’ 30 Under 30 in Finance.  Mr. Aisen received his BS in Mathematical and Computational Science from Stanford University.

TECHNOLOGY PANEL: adam broun, chief operating officer, kensho

Adam Broun is the as Chief Operating Officer at Kensho, a data analytics and machine intelligence company whose goal is to solve difficult analytical problems faced by both government and commercial institutions.

Prior to joining Kensho, Mr. Broun served as the Chief Information Officer at Credit Suisse across the investment banking, private banking, and asset management divisions. His earlier background includes times spent as the global head of Information Technology Strategy for Credit Suisse, a partner as Deloitte Consulting, and as the Chief Technology Officer for the Partnership Fund for New York City’s 2013 Financial Technology Innovation Lab.

Mr. Broun holds a Bachelor of Arts degree in Physics as well as a Masters from Oxford University

infrastructure PANEL: rob kupchak, senior managing director & head of power, utilities and renewables, macquarie capital

Rob Kupchak serves as Senior Managing Director, Power, Utilities and Renewables at Macquarie Capital. In this role, he is focused on acquisitions and project financing for the power, water and utility sectors. In July 2016, Rob guided Macquarie’s $200 million investment in a series of battery projects for Advanced Microgrid Solutions. Other recent large transactions include the acquisition of Puget Energy, a NYSE listed electric and gas utility and the private acquisition of Duquesne Light Holdings, an electric utility serving Pittsburgh, PA.

Kupchak has been with Macquarie Capital for over 15 years. He earned his BA in International Politics and Economics from Penn State University and a Master of Commerce in Economics from the University of New South Wales. 

INFRASTRUCTURE PANEL: donald B. reid, senior risk officer, loan programs office, us department of Energy

Donald R. Reid was named Senior Coordinator for Security Infrastructure, Bureau of Diplomatic Security in May 2003. Mr. Reid oversees the Department’s Information and Personnel Security/Suitability programs and key aspects of its network cyber security program. Mr. Reid’s Information Security responsibilities include the management of classified information programs, oversight of the Department’s Special Security Office, the operation of the Industrial Security program, and the investigation/resolution of security violations.

Immediately prior to his joining the State Department, Mr. Reid served as the Assistant Inspector General for Investigations at the U.S. Department of Education.Mr. Reid served in the United State Air Force for 30 years. He capped his Air Force career serving as AFOSI’s Vice Commander and retired in the grade of Colonel.

Mr. Reid earned his undergraduate degree in Criminology from the University of Maryland and has a Master’s degree in Middle East Studies from the University of Utah.

INFRASTRUCTURE PANEL: Paul Tice, senior managing director & head of energy capital group, us capital advisors

Paul Tice is a Senior Managing Director and Head of the Energy Capital Group at U.S. Capital Advisors (“USCA”) Asset Management, and also serves as the Portfolio Manager for the USCA Private Energy Credit Fund.

Prior to joining U.S. Capital Advisors in 2015, Mr. Tice worked at BlackRock, where he was the Head of private energy investments for the firm’s Credit platform and Americas Fixed Income business, while also serving as the Lead Portfolio Manager for the Energy Strategy book within the R3 Fund. Prior to joining BlackRock in 2009, Mr. Tice was the Chief Operating Officer, Co-Chief Investment Officer and a Senior Partner of R3 Capital Management, a multi-strategy, credit-focused hedge fund manager that was formed in May 2008 and subsequently acquired by BlackRock in April 2009. Prior to R3, Mr. Tice worked for a total of 14 years at Lehman Brothers in a variety of roles, most recently as a Managing Director in the firm’s Global Principal Strategies division, an internal, credit-focused proprietary fund that was formed in 2006.

Mr. Tice has BA in English (magna cum laude) from Columbia University and an MBA from New York University Stern School of Business

Restructuring Panel: Tim Coleman, PArtner & Head of the Restructuring and Special situations group, PJT Partners

Tim Coleman is a Partner and Head of the Restructuring and Special Situations Group at PJT Partners, a public spinoff from The Blackstone Group. Prior to the spinoff, Mr. Coleman worked for twenty-three years at Blackstone serving as a Senior Managing Director and Head of the Restructuring & Reorganization Group.  Mr. Coleman worked on a variety of restructuring and special situation assignments for companies, municipalities, creditor groups, special committees of corporate boards, corporate parents of troubled companies and acquirers of distressed assets. The International Financing Review recognized Mr. Coleman’s efforts in the restructurings of C-BASS and Ford Motor Company by naming them Restructuring of the Year in 2008 and 2009, respectively, and by naming Blackstone Global Restructuring Advisor of the Year in 2012. Mr. Coleman was named Global Investment Banker of the Year in 2011 by the Turnaround Atlas Awards.

 In 2013, he was inducted into the Turnaround Restructuring and Distressed Investing Industry Hall of Fame by the Turnaround Management Association.  In 2014, Mr. Coleman received the Turnaround Leadership Award from the M&A Advisor.  Mr. Coleman is a frequent guest lecturer at Columbia University and NYU Stern Business Schools. 

He is a member of the The Future Project Board of Directors, the Board of Leaders of the Marshall School of Business at the University of Southern California, and the Yale-New Haven Children’s Hospital Council. Mr. Coleman received a BA from the University of California at Santa Barbara and an MBA from the University of Southern California.

RESTRUCTURING PANEL: james michael peck, senior counsel, morrison foerster


Hon. James Peck is a global co-chair of the Business Restructuring & Insolvency Group at Morrison Foerster. From 2006 through 2014 Judge Peck was a United States Bankruptcy Judge for the Southern District of New York. In this capacity, he presided over the largest bankruptcy filing in US history: the Lehman Brothers chapter 11 and SIPA cases. Additionally, Judge Peck was instrumental in brokering settlements in cases such as MF Global, American Airlines and General Motors.

Prior to his judicial appointment, Judge Peck spent 35 years in private practice, during which he concentrated on creditors’ rights, bankruptcy law and business reorganization. Notably, Judge Peck was a partner at Duane Morris LLP in its business reorganization and financial restruction practice as well as co-head of Schulte Roth & Zabel LLP’s business reorganization section.

Judge Peck received his JD from New York University School of Law and his BA from Dartmouth College.




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Where will the conference take place?

The conference will be held at the NYU Kimmel Center located at 60 Washington Square South - all events will be held in the Rosenthal Pavilion located on the 10th Floor. 

Where should I check-in?

Check-in will take place in the Lobby of the Kimmel Center.

Upon entering the building from Washington Square South turn right and walk toward the main security desk. You will see signs for the event prior to the elevator.

If you are arriving late, the lower level check-in desk may be closed and you should check-in with security and proceed to the 10th Floor where there will be a check-in table outside of the Rosenthal Pavilion. Please bring a photo ID.

Travelling with Bags or expecting rain?

We will have a coat check available on the 9th Floor of the Kimmel Center. Upon arrival please proceed to the 9th Floor if you need to check a coat or bags.

will meals be provided? 

Coffee and light refreshments throughout the day, networking lunch, cocktails/hors d'oeuvres in the evening.

dress code? 

Business formal.


The Kimmel Center (60 Washington Square South) is easily accessible by public transportation (A,B,C,D, E, F or M at West 4th Street; N or R at 8th St-NYU or the 6 at Astor Place). If you are traveling by car, public parking is available on West 3rd Street and on Thompson Street.


A Note to all attendees: 

The conference is intended to be academic in nature & presentations are considered off the record. Attendees cannot record or reproduce content from the event without the express written consent of NYU. Photos posted to social media are permitted. 


E-mail us at gfa@stern.nyu.edu


About Us: NYU STern graduate finance association

The Graduate Finance Association (GFA) is NYU Stern's largest student-run organization with an active membership of over 850 full and part-time students and an extensive alumni network. Our goal is to prepare our members for a career in finance, which we accomplish through a series of educational and networking activities, including our weekly GFA Lunch & Learns and the annual GFA Conference. We also provide workshops and a panel series, which offer valuable insight into the interview process and tips for a successful summer internship.