Meeting AgendaMeeting Agenda

1) Today we welcome back to the hill Daniel Kilmurray to speak to our club about the Financial Services Industry.

2) Next week we will resume our normal meeting agenda and complete our allocation initiative.

3) We have bought and sold over 20 positions this year marking one of the most active semesters in Club history.

Daniel KilmurrayDaniel Kilmurray

Lafayette College Class of 1975

Dan’s Financial Services career began at Merrill Lynch in 1981 which transitioned into a research associate role at Laidlaw, Adams, and Peck in 1982 (covering the entertainment, toy, and game industries).

He joined Kidder Peabody & Co in 1984 as a financial advisor and hedge fund sales specialist.

He has remained at the survivor firm (PaineWebber merger and UBS merger) over the years in essentially the same role.

His team of 8 professionals manages over $2.0 billion in assets and generates investment ideas to the U.S. institutional community.

Dan has been a member of the Chairman’s Council since 1987, and has been named one of Barron’s Top 100 Financial Advisors.