Join three distinguished CC alumni for a panel discussion on entering the world of Finance. Panelists Sue Allon, Jason Bogardus, and Chris Haymons will each share how they transitioned from the Block Plan to the industry, offer advice for current students, and take questions.
This session is co-sponsored by the CC Investment Club. The club’s Vice President, Nick Schulkin, spearheaded the event and identified the speakers. If you are interested in nominating alumni for future Stratton events, please contact Michael McNamee at email@example.com.
Where? Monday, March 4th 12:15pm
When? South Hall Commons
RSVP? Yes! RSVP on Handshake.
Sue Allon is an entrepreneur and a thirty year veteran of the mortgage securitizations industry. Sue founded Allonhill and ran it from its 2008 inception through its 2013 sale. Allonhill’s mission was to bring integrity and true transparency to the troubled mortgage securities industry. At its peak, the company had over 700 employees and $62 million in revenues. Allonhill brought Wall Street and borrowers, alike, a reason to hope for recovery of the industry through Sue’s thought leadership and the Company’s efforts at raising the standards for mortgage securitizations. Sue’s experience includes serving as a director on the board of a public company from its IPO through its private acquisition. She managed the portfolio of a NYSE traded REIT that held the riskiest tranches of mortgage securitizations, and managed business development for Coopers & Lybrand’s highly successful mortgage loan workout business. She was an auditor for Arthur Young & Co. for four years, focusing primarily on new mortgage securitizations issuances.
Sue holds a BA in Economics from Colorado College, a masters degree in accounting from the University of Denver and an MBA from Dartmouth’s Tuck School of Business. She sits on numerous boards, including the board of advisors at Tuck, the board of trustees for Colorado College, and the board of directors for National Jewish Health, the leading respiratory hospital in the world. Sue was named one of Goldman Sachs’ 100 Most Innovative Entrepreneurs and has received the Ernst & Young Entrepreneur of the Year award. Forbes Magazine ranked Allonhill 7th of America’s Most Promising Companies. Sue and her companies have received numerous other distinctions and awards for excellence, growth and corporate leadership.
Jason Bogardus is a Managing Director, Private Wealth Advisor, with Morgan Stanley’s Private Wealth Management division. He is based in Morgan Stanley’s Silicon Valley office complex in Menlo Park, California, along with his team of three Private Wealth Advisors and a supporting team of eight associates. Jason and his team develop customized wealth management solutions for entrepreneurs, venture capitalists, private foundations / endowments, and privately controlled corporations. His team manages fixed income, equity and alternative investment portfolios totaling approximately $20 billion (as of December 31, 2018) on behalf of its clients. Originally from Portland, Oregon, Jason earned a B.A. from the Colorado College in 1993 and an M.B.A. from the Kenan-Flagler Business School at the University of North Carolina, Chapel Hill in 2000. From 1993 to 1998, Jason worked for Citicorp in Paris, France and the Republic of Singapore. Jason joined Morgan Stanley Private Wealth Management in 2000. Jason is the founder of the Eastside College Preparatory School’s Investment Club. Jason and his wife Meghan have two children and live in the San Francisco Bay Area.
Chris Haymons is a co-founder and partner at Industria with 25 years of experience as an investment banker and private investor. Most recently, Chris was a partner and Managing Director at St. Charles Capital and founded the Energy Services & Technologies group within the firm. He was also a Managing Director and Head of Investment Banking at Headwaters MB. In addition, Chris serves on the board of a publicly traded oilfield service company, ENSERVCO, and is chair of the Audit Committee. Chris started his career at Dain Bosworth and Green Manning & Bunch. He is a graduate of Colorado College.