EXPLORE

FINANCE

November 3-6, 2024

Welcome to Explore!

This page has information you’ll find helpful throughout the duration of the program. Below is the schedule of Explore, which includes important locations and addresses that will help you find your way around Minneapolis. After each session, you will be asked to complete a survey. The survey can be found via QR codes in your Explore Workbook, but can also be accessed on this page by clicking “Take Survey” after the listed session.

This page also includes lists of program presenters, as well as all undergraduate attendees. You’ll also find links to each individual’s LinkedIn pages, too! At the bottom of the page, there is a list of Phi Psi staff who will be in attendance along with their contact information.

SCHEDULE

  • 7:00 p.m. – Welcome Dinner / Meet + Greet
    • Punch Bowl Social
    • 1691 Park Place Blvd, St. Louis Park
  • 8:00 a.m. – Breakfast 
    • On your own at the DoubleTree by Hilton
  • 9:00 a.m. – Introductions & Welcome 
    • AB CarVal
    • 1601 Utica Avenue South, Suite 1000
  • 9:30 a.m. – Industry Overview | Take Survey
  • 10:30 a.m. – Networking | Take Survey
  • 11:30 a.m. – Introduction to Career Pathway
  • 12:00 p.m. – Lunch + Open Discussion
  • 1:00 p.m. – CFO/Private Equity | Take Survey
  • 2:00 p.m. – Corporate Finance | Take Survey
  • 3:00 p.m. – Banking | Take Survey
  • 4:00 p.m. – AB CarVal Walkthrough + Tour
  • 6:00 p.m. – Dinner 
    • Yard House
    • 1665 Park Place Blvd, St. Louis Park
  • 8:00 a.m. – Breakfast 
    • On your own at the DoubleTree by Hilton
  • 9:00 a.m. – Transportation to Meristem Cresset
    • 701 Carlson Pkwy Suite 1400, Hopskins
  • 9:30 a.m. – Interviews / Cover Letters / Resumes | Take Survey
  • 10:15 a.m. – Emerging Professionals Presentation and Panel/Wealth Management | Take Survey
  • 11:00 a.m. – Commercial Banking | Take Survey
  • 12:00 p.m. – Lunch
  • 1:00 p.m. – Investment Take Survey
  • 2:00 p.m. – Venture Capital + Start UpsTake Survey
    • AB CarVal
    • 1601 Utica Avenue South, Suite 1000
  • 3:00 p.m. – Business Development Strategies Take Survey
  • 4:00 p.m. – Social Hour
    • Meristem Cresset
    • 701 Carlson Pkwy Suite 1400, Hopkins
  • 5:30 p.m. – Transportation to Dinner
  • 6:00 p.m. – Dinner
    • Butcher + Boar
    • 901 N 3rd St Suite 195, Minneapolis
  • 8:00 a.m. – Breakfast 
    • On your own at the DoubleTree by Hilton
  • 9:00 a.m. – Leadership + Community EngagementTake Survey
    • AB CarVal
    • 1601 Utica Avenue South, Suite 1000
  • 10:00 a.m. – Develop Individual Career Pathway Plan
  • 11:00 a.m. – Career Pathway Presentations + Headshots
  • 12:00 p.m. – Lunch
  • 1:00 p.m. – Career Pathway Presentations + Headshots (cont.)
  • 2:00 p.m. – Return to Hotel

MEET THE HOSTS

Brian Beh Iowa ’82

Founder at Beh Investment Partners, LLC

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Ben Bowman Minnesota ’99

Chief Financial Officer at Summit Brewing Company

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Ryan Evanson

Vice President of Business Banking at Commerce Bank

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Marc Graff Colorado ’88

Chief Financial Officer at Altera

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Chris Hedberg Colorado ’89

Chief Operating Officer at AB CarVal

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Kyle Kolb

Associate Director, Wealth Advisor at Cresset

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Charlie Maxwell Iowa ’83

Co-Founder and Co-Chairman at Cresset

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Brock Peterson

Managing Director, Commercial Banking Group Head – Minnesota at CIBC US

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Aaron Self Missouri ’22

Associate, Business Development at Cresset

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Ryan Siewert

Director, Wealth Advisor at Cresset
 

 

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John Stavig Minnesota ’83

Managing Director, Gary S. Holmes Center for Entrepreneurship at University of Minnesota

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JD Leggott

Director, Investments at Cresset

ATTENDEE INFORMATION

Miles Babcock
Ball State '21
Finance + Accounting Major
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Sam Barnes
Iowa State '23
Accounting Major
Finance Minor
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Ken Castro
TCNJ '24
Finance Major
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Nick Dimitrov IV
UL Lafayette '23
Finance Major
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Marco Giannini
Washington '22
Finance Major
Real Estate Minor
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Muhtadi Islam
CWRU '24
Finance/Data Science Major
Economics Minor
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Araan Joseph de Saram
F&M '24
Economics + Physics Major
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Hayden Kelly
Missouri '21
Finance Major
Economics Minor
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Rich Kelly
Texas Tech '23
Finance Major
Accounting Minor
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Miles Babcock
Ball State '21
Finance + Accounting Major
View LinkedIn

Sam Barnes
Iowa State '23
Accounting Major
Finance Minor
View LinkedIn

Ken Castro
TCNJ '24
Finance Major
View LinkedIn

Nick Dimitrov IV
UL Lafayette '23
Finance Major
View LinkedIn

Marco Giannini
Washington '22
Finance Major
Real Estate Minor
View LinkedIn

Muhtadi Islam
CWRU '24
Finance/Data Science Major
Economics Minor
View LinkedIn

Araan Joseph de Saram
F&M '24
Economics + Physics Major
View LinkedIn

Hayden Kelly
Missouri '21
Finance Major
Economics Minor
View LinkedIn

Rich Kelly
Texas Tech '23
Finance Major
Accounting Minor
View LinkedIn

Jaxon Lynch
Illinois State Colony
Finance Major
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Zach Manna
Indiana '23
Finance Major
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Jaxon Lynch
Illinois State Colony
Finance Major
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Zach Manna
Indiana '23
Finance Major
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Fred Marshall
Nebraska '22
Finance Major
Accounting Minor
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Alex Matlak
Allegheny '23
Business Major
Communications + Cultural Studies Minor
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Devin Pham
Kentucky Colony
Finance + Management Major
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Dan Podolnikov
ASU '22
Finance & Business Data Analytics Major
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Brady Rotner
Alabama '23
Finance Major
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Dakota Stacy
Wabash '23
Economics + Philosophy Major
Latin Minor
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Fred Marshall
Nebraska '22
Finance Major
Accounting Minor
View LinkedIn

Alex Matlak
Allegheny '23
Business Major
Communications + Cultural Studies Minor
View LinkedIn

Devin Pham
Kentucky Colony
Finance + Management Major
View LinkedIn

Dan Podolnikov
ASU '22
Finance & Business Data Analytics Major
View LinkedIn

Brady Rotner
Alabama '23
Finance Major
View LinkedIn

Dakota Stacy
Wabash '23
Economics + Philosophy Major
Latin Minor
View LinkedIn

HQ STAFF

Devin Basile Headshot

Devin Basile Pi Lambda Phi

Senior Director of Programming for Phi Kappa Psi Fraternity

devin.basile@phikappapsi.com
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Drew Thawley Alpha Sigma Phi

Chief Advancement Officer for the Phi Kappa Psi Foundation

dmt@pkpfoundation.org
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Matthew Bratsch Butler '24 (Rowan '11)

Director of Leadership & Professional Development for the Nelson Leadership Institute

mcb@nelsonleadershipinstitute.org
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Jordan Raugh Muskingum '13

Director of Mentoring for the Nelson Leadership Institute

jsr@pkpfoundation.org
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