Paving the Road to a Future in Finance XII
Please join DavisConnects Tuesday, Oct. 10 for the 12th annual Paving the Road to a Future in Finance program at the Aloft Boston Seaport District Hotel, 401-403 D St. Boston, Mass.
Registration is available here.
|9:30–9:45 a.m.||Transition into Room
Meet the people at your table and make introductions.
|9:45–10:30 a.m.||Host Introduction and Networking
Jay Allen ’86, P’15, P’21, P’21
Intro to PTR 12 from Rwanda—JJ Ndayisenga ’13
|10:30–11:15 a.m.||Buy Side vs. Sell Side|
|11:15 a.m.–noon||Reflections from the Field by Colby Seniors and Recent Alum|
|Noon–1:15 p.m.||Luncheon, Keynote Speakers, and Table Conversations|
|2:15–2:45 p.m.||Full Landscape of Financial Careers
Brad Olson ’90—Two Sigma
|2:45–3:30 p.m.||Alternatives Investments|
|3:30–4 p.m.||The Art of the Interview
Drew Snow ’95, CFA Principal at HarbourVest Partners interviews Zach Allen ’24
|4–5:15 p.m.||Mock Interviews
All students, all alumni
|5:15–7 p.m.||Networking Reception|
Jay Allen is the founder and managing partner of Confero Capital LLC. Jay excels at bringing innovative ideas and investors together. He specializes in capital raising for emerging and growth companies, infrastructure projects, and real estate opportunities.
Jay is a veteran financial services executive who spent over 30 years at Credit Suisse as a managing director in fixed income sales and client management. He began his career in mortgage securities sales in New York City and transitioned to managing the largest Boston institutional clients for the full range of securitized products. As key account manager, he established and enhanced client relationships with money managers, insurance companies, banks, and hedge funds in Boston. Jay is known for delivering in the short run and establishing productive collaboration in the long run. He is a compelling negotiator, multi-dimensional team leader, passionate organizer, and tenacious problem solver.
Jay graduated Magna Cum Laude and Phi Beta Kappa from Colby College and served on Colby’s visitor committee from 2013–2021. Jay is a dedicated mentor to Colby students interested in pursuing careers in the finance industry. He established Paving the Road to a Future in Finance, a financial career day in Boston for Colby students, in 2012 and has hosted the event for the past ten years. Extending his mentorship beyond the student population, Jay launched the Colby Financial Alumni Club in 2016 and the Passionate Alumni Advisor program in 2017. His work has led to over 600 student pairings with financial services and consulting mentors. Jay was recently awarded the Ernest C. Marriner Distinguished Service Award at his 35th Colby reunion.
Jay serves on the board of Cathedral High School in Boston, a Catholic, urban and coeducational college preparatory school committed to excellence and social justice.
Jay and his wife Laurie live near Boston, where Jay enjoys golf and mountain biking.
Jay currently holds the Series 7, 8, 63, and SIE registrations with FINRA.
Courtney works with companies in a variety of industries to help raise private capital, execute M&A sell-side and buy-side strategies, as well as enter the public markets through IPOs and follow-ons.
Prior to BofA Securities, Courtney was a director in Oppenheimer’s Technology Investment Banking Group, specializing in the coverage of cybersecurity and infrastructure software. Prior to Oppenheimer, Courtney was an investment banker at AGC Partners, a boutique technology investment bank in Boston, Mass. Courtney started her career in the IT group at Merrill Lynch & Co. in New York, where she liaised between application developers and business end-users. She was promoted to assistant vice president and managed Merrill Lynch Bank Suisse’s Application Support team in Geneva Switzerland prior to attending business school.
Courtney has an MBA with a concentration in finance from the MIT Sloan School of Management and a BA double-major in computer science and mathematics from Colby College.
Kyle Betty joined Bain Capital in 2007 and is a partner on the Investor Relations and Business Development team based in Bain Capital’s Boston office. Founded in 1984, Bain Capital is one of the world’s leading alternative investment management firms with $180M in assets under management. Previously, Kyle was a vice president at Loomis, Sayles & Co. where he worked in institutional sales and client relationship management with a focus on the corporate pension fund and endowment and foundation markets. Prior to that, he was a vice president and relationship manager at Fidelity Investments in their Institutional Asset Management division. Kyle received an M.B.A. from Boston College and a B.A. from Gettysburg College.
Laney Brown is the vice president of sustainability at Avangrid where she leads the ESG+F strategy and coordination supporting Avangrid as a leading sustainable energy company in the U.S. She has experience in both regulated and unregulated energy including leading the start-up of a new retail renewable energy business and serving on the U.S. Department of Energy’s Electricity Advisor Committee (EAC) for five years. Laney is a graduate of Colby College as well as having a double MBA with a focus on global energy from the University of Strathclyde in Scotland and the Universidad Pontificas Comillas in Spain.
Todd has had a 30-plus year career in M&A and private investing, initially at investment bank Goldman Sachs and subsequently at Freeman Spogli & Co., a multibillion-dollar private equity firm focused on U.S.-based consumer-related growth businesses, where he is a senior advisor and serves on the Board of Directors of several Freeman Spogli companies.
Todd is also CEO of Fox Hall Holdings, LLC, an investment holding company with interests in sports teams, sports facilities, sports tech, health and well-being, and tech-enabled consumer product and service companies. Todd is the principal owner and executive chairman of the South Carolina Stingrays (affiliated with NHL’s Washington Capitals), and a minority owner/investor of the AA MiLB team New Hampshire Fisher Cats (affiliated with Toronto Blue Jays), and the Leeds United Football Club of the English Champions League.
Todd is a trustee emeritus and earned a BA from Colby College and an MBA from Harvard University.
Georgia Lubrano, Class of 2017, is an ESG manager for the Special Situations group at Bain Capital. Prior to this role, she worked at Bain Capital on the Investor Relations team, and at Morgan Stanley in the Wealth Management Division. Georgia recently graduated from the Michigan Ross MBA program, during which she interned for Bacardi’s ESG team. While at Colby, Georgia studied English and environmental science, and was a member of the soccer and lacrosse teams.
Alec Murray is a senior vice president and head of equity client portfolio managers at Amundi US. He leads a team of client portfolio managers that are responsible for representing the investment philosophy, process and performance of the firm’s equity strategies, and providing updates on financial market trends and the firm’s economic outlook to clients and their advisors.
Prior to joining Amundi US, Alec held senior positions at several asset management and consulting firms. He started his career as an associate analyst at Fidelity Management & Research Co. and then joined MFS Investment Management as an analyst, and then became associate director of equity research. In this role he led recruiting for the equity research department, mentored new employees, ran research meetings, and developed a senior level client portfolio management team. Following MFS he joined private equity firm W/F Investments as a managing director. He was also a consultant with Cambridge Associates, and then became chief operating officer of Century Capital Management, a Boston-based registered investment advisor. Prior to joining Amundi US, he was a partner with Camden Consulting Group in Boston, where he managed the delivery of consulting services to asset management clients. Alec has a B.A. in government from Colby College and an M.B.A. from the Amos Tuck School of Business Administration at Dartmouth.
Darren Powell is a senior portfolio manager on the Emerging Markets Equity team at Columbia Threadneedle Investments. Darren had most recently been a portfolio manager on the Global Focus strategy. He joined the firm in 2016 as a senior analyst on the Focused Large Cap Growth team with a focus on research and idea generation for non-U.S. stocks. Previously, he was an equity research analyst at Wellington Management focused on international and global growth strategies, as well as the Social Impact Portfolio. He has three kids, two dogs, an apiary and 13 chickens.
Deb Shurfrin has been the chief investment officer overseeing the endowment at Colby College since 2021. Before arriving at Colby, Deb spent 10 years at the Brandeis University endowment and previously held several direct investment roles across both equity and credit at Morgan Stanley, MFS Investment Management and Hancock Capital. Deb has also spent time in economic development as a member of Governor Mitt Romney’s cabinet in economic development for the commonwealth of Massachusetts as well as leading programs at HBS professor Michael Porter’s economic development research organization, the Initiative for a Competitive Inner City. Deb currently serves on the investment committees of the International Institute of New England as well as the Harold Alfond Foundation.
Drew Snow, a Colby ’95, parent ’25 and Tuck ’01 grad, has held a range of leadership roles at Boston financial firms Cambridge Associates, Wellington, Fidelity, and HarbourVest. At each firm, he has been responsible for interviewing, hiring, managing, and mentoring early career professionals. He is excited to share his accumulated knowledge and experience of interview best practices at this year’s Paving the Road.
Douglas V. Summa is currently a senior vice president with Clarion Partners working to originate high yield and bridge subordinate debt opportunities across the U.S. for various Clarion funds and separate accounts. Doug has been in the commercial real estate industry for over 18 years working in several capacities. Prior to Clarion, Doug spent almost five years at Starwood Property Trust (NYSE:STWD) originating bridge loans for the publicly traded mortgage REIT while also working on CLO originations for their capital markets team as well as servicing loans during the pandemic for Starwood’s servicing unit, LNR. Before Starwood, Doug spent six years with BlackRock (NYSE:BLK) working in both a debt origination and underwriting role as well as in capital markets. Doug spent the first five years after graduation at Simpson Thacher & Bartlett LLP working on large commercial real estate acquisitions on behalf of Blackstone as senior paralegal in their real estate practices group. Doug graduated from Colby College in 2005 (government major/Italian studies minor) and earned a master’s in real estate finance from New York University in 2009.
Ryan Troy is an investment banking analyst in Moelis’ technology investment banking division.
Ryan is originally from Charleston, S.C. and graduated with honors from Colby College with a B.A. in economics and a concentration in financial markets. Ryan is a former student athlete and held leadership positions during his time at Colby.