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Finance Workshop Events

 The Purdue Finance Workshop (PFW) hosts two formal events per year and a myriad of additional activities to support student development and alumni engagement throughout the year.

Private Equity Conference

Sponsored by Purdue Finance Workshop

Date: Friday March 24, 2017 8am-4pm

Location: Krannert Center, Room 124, Purdue University



Introduction of Krannert School of Management
Dr. David Hummels, Dean


Presentation: Global Private Equity Survey 2017
Ernst and Young


Panel Discussion: Faculty moderated discussion with professionals in capital raising, deal originations and dry powder generation


Working Lunch
Weiler Lounge in Krannert Center

11:45 – 1:00PM

Panel Discussion: Faculty moderated discussion with professionals in portfolio management, funds-of-funds and restructuring


Panel Discussion: Faculty moderated discussion with professionals in legal review, valuations, fund accounting, M&A advisory and due diligence


Open Discussion: One-to-one networking opportunity over a cup of coffee with students and alumni
Weiler Lounge, Krannert Center

*All times in Eastern Standard Time (EST)

Student Clubs participating are: Purdue Finance Workshop, Krannert Leaders Academy, Financial Management Association, Graduate Finanace Club, Krannert Professional Development Center


Purdue Private Equity Conference - Speaker Bios


Presentation: Global Private Equity Survey 2017 by Ernst and Young

Speaker - Michael Rodgers

michael rodgers

Mike is a Principal in EY’s Transaction Advisory Services (TAS) practice with 30 years of corporate advisory and finance experience - 15 years in Big 4 management consulting (EY), and 15 years in global corporate and investment banking (Bank of America Merrill Lynch). Michael received his BSM from the Krannert School of Management at Purdue University and his MBA from the Tippie School of Management at the University of Iowa.


Panel Discussion: Faculty moderated discussion with professionals in capital raising, deal originations and dry powder generation

Speaker 1 - Chris Kohler

chris kohler

Chris is a seasoned investment and sales professional who often speaks at conferences on the topics of Alternative Investments, Responsible Investing, and Operational Due Diligence, and is frequently quoted in the press and recently co-authored a research paper on benchmarking titled “How Do Investment Committees for Endowments and Foundations Define Success”. Also, an experienced practitioner in analyzing traditional and alternative investments, notably illiquid investments, for university endowments, foundations and not-for-profit organizations. Advises endowments and foundations with assets ranging in size from $50 million to $2 billion in outsourced CIO and traditional consulting capacities. Chris holds an MBA from Carnegie Mellon University - Tepper School of Business and Bachelor of Science in Economics from Penn State University.

Speaker 2 - Richard Byrd

richard byrd

Richard is a Senior Vice President at US Capital Partners Inc. He is responsible for all aspects of the firm’s debt and equity business development, advisory services, and client relationship management. He holds special expertise in medical devices, senior centers, logistics/trucking, community banks, IT, and other manufacturing niches. With over 25 years of investment banking experience, Mr. Byrd has orchestrated and assisted in capital raises totaling over $600 million. He specializes in capital raises for companies with ownership or control changes, in ESOP funding, and in community banks. A postgraduate of Indiana University, Mr. Byrd has a Masters of Public Affairs with a concentration in Budgeting & Municipal Finance. He obtained his B.A. from Purdue University with a concentration in Science & Agriculture.

Speaker 3 - Brian Graves

brian graves

Brian is a Managing Director at Bridge Partners. He works with executives to increase the value and effectiveness of their business by focusing on five key areas: Growth Strategy, Merger & Acquisitions, Investments, Post Merger Integration, Business Performance Improvement, and Organization Effectiveness. He has created over $500 million in value as a senior executive for corporate and business unit strategy development at Fortune 500, Middle Market, and Inc 500 high growth companies. Brian holds a MBA with a specialization in Finance & a concentration in Strategy from the University of Chicago Graduate School of Business and is a CM&AA (Certified M&A Advisor). He holds a Bachelor of Science in Industrial Engineering from Purdue University.

Speaker 4 - Debra Skorupka

debra skorupka

As an Advisory Partner at PwC, Debra Skorupka consults on large scale transformation projects as a result of mergers/IPOs, system changes, and other significant business impacts. With over 18 years’ experience in finance, M&A transactions, and transformation, Debra is recognized for executing on complex ventures within highly challenging Corporate, PE and pre-IPO environments. Debra has since consulted with clients globally to achieve over $4B in cost and revenue synergies. Debra earned her Master’s in Management with a concentration in Finance from Krannert School of Management at Purdue University. When not at work, Debra enjoys outdoor activities with her son and husband Chad, a collegiate tennis coach.

Speaker 5 - David Cooper

david cooper

David is Chief Investment Officer at Purdue Research Foundation. David completed BS Finance from Krannert in and MBA from Butler University.


Working Lunch

Weiler Lounge in Krannert Center


Panel Discussion: Faculty moderated discussion with professionals in portfolio management, funds-of-funds and restructuring

Speaker 1 - Tracy Marshbanks

tracy marshbanks

Tracy serves as the Senior Vice President and Managing Director at First Analysis Securities Corporation. Mr. Marshbanks coordinates investment and research in clean-tech, chemicals, medical and pharma technology sectors. He specializes in businesses where chemical and medical technologies are a key differentiating element. He holds a PhD in Chemical Engineering from Purdue University and MBA Finance from University of Chicago.

Speaker 2 - Doug Schrock

doug schrock

Doug is a 1991 Purdue B.S. Industrial Engineering grad, now based out of midtown Manhattan office of Crowe Horwath, LLP. He works extensively with Private Equity organizations to help them investigate, integrate, and optimize their acquisitions. At Crowe, he is the firmwide Managing Partner in charge of the Manufacturing and Distribution industry vertical.

Speaker 3 - Amar Shah

amar shah

At the beginning of 2017, Amar became the Managing Director of Keystone. He joined Keystone in 2002 and has broad experience working with manufacturing and distribution companies across all of Keystone’s service offerings including business strategy, profit and cash flow improvement, and mergers and acquisitions. In addition to his Keystone experience, Amar has worked in investment management and as an engineer in the corporate sector. He earned his MBA from Kellogg School of Management, where he was named a Siebel Scholar, his M.S. in Engineering from Case Western Reserve University, and B.S. in Mechanical Engineering from Purdue University.

Speaker 4 - Kyle Reesing

kyle reesing

Kyle is a Principal at Strattam Capital. Kyle completed BS Finance from Krannert in 2008 and MBA from UT Austin in 2014.


Panel Discussion: Faculty moderated discussion with professionals in legal review, valuations, M&A advisory and due diligence

Speaker 1 - Kurt Estes

kurt estes

Kurt Estes has over 15 years of transaction experience including investing in or creating businesses around innovative technologies. He has conducted or managed over 50 venture capital transactions covering all stages of a startup’s life, seed through mezzanine, to liquidity events. In addition, Kurt has negotiated a wide variety of deals, including asset buyouts, recapitalizations, spin-outs, strategic partnerships, licensing agreements and various debt structures. Prior to joining Sikich, Kurt spent 12 years at Motorola where he co-founded the Strategic Intellectual Asset Management organization, as well as the internal venture capital program, which managed incubation investment programs with over $100M in net present value. In addition, he executed merger & acquisition integration plans, provided strategic investment analysis, due diligence, and managed relationships between portfolio companies and Motorola businesses. He holds an MBA from Northwestern University and MS in Mechanical Engineering from Purdue University.

Speaker 2 - Steven Starzynski

steven starzynski

Steve has over a decade of serving both private equity and strategic clients on both the “buy” and “sell” sides of a transaction and has worked in Washington DC, San Francisco, and Hong Kong. Prior to joining EY, Steve worked at another Big 4 firm in both the National M&A practice as well as the Special Acquisition Services (SAS) practice, which is a separate, dedicated group of individuals that serves global private equity clients. Steve received his M.S. in Accountancy from the University of Illinois at Urbana- Champaign and his B.S. in Accountancy from the University of Illinois at Urbana-Champaign. Steve is a certified public accountant, licensed in Illinois and California

Speaker 3 - Joshua Stolarz

joshua stolarz

Joshua is a Senior in the Chicago office’s Transaction Tax group. Prior to joining EY’s Transaction Tax group he worked in PwC’s International Tax Services practice and as a public auditor for KPMG. Joshua received his Juris Doctor, Indiana University Maurer School of Law and Bachelor of Science, Purdue University Krannert School of Management. Joshua is a Member of the New York bar. Joshua is also a Certified Public Accountant, licensed in Indiana.

Speaker 4 - Brent Coudron

brent coudron

Brent is a partner in Barnes & Thornburg’s Indianapolis office where he is a member of the Corporate Department. Mr. Coudron focuses his practice on a variety of corporate, securities and regulatory matters, including mergers and acquisitions, joint ventures, corporate reorganizations (including mutual holding company conversions), private equity investments, corporate finance transactions, securities offerings and the regulation of insurance holding company systems.Mr. Coudron received his J.D. magna cum laude in May 2009 from the University of Notre Dame Law School. He earned a B.A. degree in management at Purdue University's Krannert School of Management in 2005.

Speaker 5 - Trevor Belden

trevor belden

Trevor Belden counsels clients through a variety of corporate and commercial transactions. He has experience closing deals for corporate clients, venture capital and private equity funds, and public/private entities, commercial lenders and universities. Trevor went to University of Michigan Law School J.D. (2000) and Purdue University B.A., with highest distinction (1996)


Open Discussion: One-to-one networking opportunity over a cup of coffee with students and alumni

Weiler Lounge, Krannert Center

Wall Street PrepFinancial & Valuation Modeling Seminar at Purdue University – April 8 & 9, 2017

Attention to all students pursuing investment banking, private equity, portfolio management, business and corporate development, capital markets, equity & credit research, and industry corporate finance careers:

The Purdue Finance Workshop & Krannert Leaderw Academy will be hosting Wall Street Prep's Financial & Valuation Modeling seminar at Purdue University on the weekend of April 8-9, 2017.

This intensive 2-day weekend seminar is led by former investment bankers with applied expertise in financial and valuation modeling methodologies, and bridges the gap between academics and the real world to equip students with the hands-on practical financial skills that they will need to excel during the recruiting process and on the job.

Day 1 – Saturday, April 8 (8:00am-5pm): Financial Statement Modeling in Excel
Day 2 – Sunday, April 9 (8:00am-5pm): Introduction to Valuation and Discounted Cash Flow Modeling in Excel


  • 99% of previous WSP seminar participants would recommend our seminar to others
  • 81% found our seminar highly relevant to their professional goals
  • 76% believe the seminar significantly improved their performance and confidence during the recruiting process
  • 79% felt more confident during the technical aspect of finance interviews due to the seminar


  • The seminar enrollment fee represents a 75% educational discount relative to WSP’s corporate training fees
  • Strong resume coverage to help you during this challenging recruiting season
  • Extensive prep materials to ace technical finance questions during interviews
  • Obtain practical financial skill set needed to excel as an Analyst/Associate on the job

Feel free to contact Matt Blair at

Fall Workshop

Three days of training to kick-off the year’s programming effort; led by alumni and Training the Street. The focus is on ramping-up students’ knowledge, fine tuning their resumes and preparing them for interviews.

Beginning in early fall, 40 students (sophomores and juniors) will be selected to be official workshop participants, there will be an open application period and the top 40 students will be chosen to participate.

Spring Alternative Asset Conference

Conference brings relevant speakers to campus to discuss different career paths, current industry trends and provide mini-case studies that are relevant to on the job situations.