“The Perfect Pitch”- Andrew Uerkwitz presentation to SMF, proud alumni of UMass

edit final

Andrew Uerkwitz

 Executive Director and Senior Analyst, Oppenheimer & co.Inc.

Emerging Services and Technology companies at Oppenheimer & Co. Inc. He initially focused on the emerging Israeli technology companies before broadening his coverage to emerging technology and service companies. Prior to joining Oppenheimer & Co. Inc., Mr. Uerkwitz worked in equity research at Ardour Capital and also in investment banking at Deutsche Bank. He started his career in various finance and accounting positions at Lannett Company and Lordi Consulting. Mr. Uerkwitz holds a B.S. in management and accounting from the University of Massachusetts in Boston and an MBA from the NYU Stern School of Business.

The seminar begun with stock pitches by SMF students, followed with Q&A and comments from Andrew as well as the audience. Additionally Andrew pitched on GoPro Inc. performance, followed by how to design pitch based on a target audience. Finally, event was concluded by thanking our guest with a small token of appreciation.

Attached some Pictures from the event.



GSMF finally gets the Bell Ringing

Sandeep Gummadi Middle in second Row

GSMf is happy to share the news “one of us has been part of something big!! cheers to Sandy”. Sandeep Gummadi was part of the GSMF class Fall 2015 and member of  Spring 2016 GSMF executive committee.

Sandeep Gummadi recently joined Blackrock and iShares at NYSE to ring the closing bell on the eve of Earth’s Day. The bell ringing group comprised of Carol Boykin, representative of the Secretary-General of the United Nations, Deborah Winshel , MD & Global Head of BlackRock Impact Investing, and Daniel Gamba, MD and Head of Americas iShares Institutional Business. The bell-ringing event marked the support for environmental protection from the investor community, and highlighted the significance and need for Impact Investing.

Join us to make a difference!!!

Paul Herman at UMass Boston

Monday, April 4, 2016, 5:00 p.m.

Integrated Sciences Complex, 3rd Floor, Room 3300

Paul Herman, CEO HIP Investor Inc. presents: 

“Optimizing portfolio for value creation and future risk mitigation”

Paul Herman, CEO of HIP Investor Inc., will be at UMass Boston on Monday, April 4th to talk to the GSMF and SMF students about optimizing portfolio for value creation and future risk mitigation.

Paul Herman was trained in finance at the Wharton School of the University of Pennsylvania. His multi-sector experience includes consulting to top Fortune 500 firms at McKinsey & Company and CSC Index; creating and entrepreneuring the first online permission-based debit-card system for teens, kids, and parents; and financing entrepreneurs delivering human impact and profit while serving as an investment strategist for eBay founder Pierre Omidyar’s impact investing firm. Herman also advised business entrepreneurs on how to donate to—and invest in—social entrepreneurs, while at Ashoka.org.

Herman created the HIP (Human Impact + Profit) methodology as the foundation for a new way of investing producing both good and profit. In growing HIP Investor Inc. since its incorporation in 2006, Herman and his team have evaluated more than 4,500 companies and 9000 muni bonds, examining the relationship between shareholder returns and human impact. Herman pioneered “The HIP Scorecard,SM”, published in Fast Company magazine, to rate and rank companies in multiple industries.
A comprehensive analysis of the 100 largest U.S.-based companies by Herman and his team has led to the launch of the HIP 100 investment index and portfolio.

HIP’s portfolios for clients—serving individual, family, foundation and institutional investors—seek to make bigger profits by building a better world. Herman is a sought-after speaker for conferences, a guest lecturer at universities, and often serves as a media source. He has been quoted in the Wall Street Journal, BusinessWeek, Forbes, and has appeared on CNN’s Crossfire.
Herman has also advised leading companies, including Walmart, NIKE, Cisco, and Charles Schwab on strategic sustainability, how to measure it and how it drives business value.Herman is an advisor and lifetime member of Net Impact, the association for business people and students seeking to use the power of business for good