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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 Rogers

michael rogers

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). Mike leads and manages EY's US Private Equity Origination team as part of the firm's Global Origination practice. He works closely with EY's 15 industry sectors and M&A Lead Advisory Practice to originate specific ideas for targeted clients via predictive analytics originating buy-out, secondary, carve-out, and minority interest transactions with enterprise value of greater than $100MM in the US. He works closely with global origination teams in EMEIA and Asia-Pac to address cross-border opportunities. 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 - Matt Reckamp

Matt Reckamp

Matt has been a senior researcher in Mercer Private Markets since 2014. He spends his time researching private equity funds and assisting clients with private equity investments. Matt previously worked as a senior researcher in Mercer’s Equity Boutique, covering US public equity strategies. Matt joined the firm in 2006 and works out of the St. Louis office. He formerly served as managing director of research for Hammond Associates. Prior to that, Matt spent nine years in manager research at the former A.G. Edwards & Sons (now Wells Fargo Advisors). While there he was responsible for a group of analysts covering all traditional asset classes for the firm's separately managed account programs. Before that, Matt worked in the Banking Supervision and Regulation division of the Federal Reserve Banks of St. Louis and Chicago. Matt earned a BBA degree from St. Mary's University in San Antonio, Texas, with a concentration in finance. He obtained his MBA from Washington University in St. Louis, Missouri.

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 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

Mr. Cooper is the Chief Investment Officer of the Purdue Research Foundation and is responsible for overseeing investment assets totaling $7 billion including endowment, operating funds, and retirement assets for Purdue University and the Purdue Research Foundation.  Previously, Mr. Cooper was the Chief Investment Officer of the $30 billion Indiana state pension plan, the Indiana Public Retirement System (INPRS).  Before his time at INPRS, Mr. Cooper was a Senior Investment Consultant for Anthem, Inc., one of the nation’s largest health insurance companies.  Mr. Cooper holds an undergraduate degree from Purdue University and a Master’s of Business Administration (MBA) degree from Butler University.  He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) designee.  In 2015, Mr. Cooper was presented the Sagamore of the Wabash Award, the highest honor bestowed by the Governor of Indiana.

Speaker 6 - Kurt Estes

Kurt Estes

Kurt 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.


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 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. Doug is a frequent speaker and author as part of groups such as Private Equity International, CFO Magazine, Association for Corporate Growth, PE Operating Partners Network, Industry Week, and the M&A Leadership Council. He has written articles with publications such as CFO Magazine, Mergers and Acquisitions magazine, Harvard Business Review, and Industry Week.

Speaker 3 - Amar Shah

amar shah

Amar is 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 responsible for deal sourcing, new investment activity and portfolio company operational oversight. He is a board director for Doxim Holdings and board observer with Trax Technologies. Mr. Reesing joined Strattam in 2014. Prior to joining Strattam, Mr. Reesing was an Associate Intern at Vista Equity Partners, where he focused on M&A opportunities of software and technology-enabled businesses.  While at Vista, Mr. Reesing led multiple product profitability initiatives with the product management team at Accruent, a Vista portfolio company.  Prior to Vista, he was an Associate at Gefinor Capital, a private equity firm focused on investing in middle market technology companies, where he was responsible for deal sourcing, due diligence, and execution. Mr. Reesing earned his MBA from the McCombs School of Business at the University of Texas – Austin and earned his B.S. with distinction from the Krannert School of Management at Purdue University, where he played varsity baseball.


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

Speaker 1 - 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 2 - Joshua Stolarz

joshua stolarz

Josh 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. Josh provided tax due diligence and structuring services in connection with corporate and private equity, merger and acquisition transactions including international and domestic, stock and asset acquisitions, and across various industries. He advised on tax models, loan rationalization, internal restructurings, and research and analysis for specific transaction-related tax issues. He prepared tax models, tax due diligence reports, tax structure reports, and funds flow. Josh received his Juris Doctor, Indiana University Maurer School of Law and Bachelor of Science, Purdue University Krannert School of Management. Josh is a Member of the New York bar.  Joshua is also a Certified Public Accountant, licensed in Indiana.

Speaker 3 - 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 4 - Trevor Belden

trevor belden

Trevor is a partner at International Law firm Feagre Baker Daniels. He 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 represents buyers and sellers in acquisitions, mergers and other corporate reorganizations. 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

Financial & Valuation Modeling Seminar at Purdue University – April 8th & 9th Rawls 1086

Wall Street PrepInterested in investment banking, private equity, portfolio management, business and corporate development, capital markets, equity and credit research, and industry corporate finance careers?

The Purdue Finance Workshop and Krannert Leaders Academy will be hosting Wall Street Prep’s Financial & Valuation Modeling seminar at Purdue University April 8th & 9th.
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:

April 8th (8:00am-5:00pm): Financial Statement Modeling in Excel

Day 2:

April 9th (8:00am-5:00pm): Introduction to Valuation and Discounted Cash Flow Modeling in Excel
  • $100-Outside of Krannert
  • $60-Master’s Students
  • $40-Undergraduate Students
  • To apply, please complete the form at by March 31st
  • We will contact accepted applicants about payment
  • We have capacity for 60 participants


  • 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
  • 99% of previous WSP participants would recommend the seminar
  • 81% found our seminar highly relevant to 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


Feel free to contact us at
Event Flyer

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.