Columbia University Business School

2019–2020
Annual Report

The 2018-2019 academic year was an important year for the Heilbrunn Center as the organization transitioned from a co-faculty director structure to a single faculty director with Tano Santos serving in the role.

Center Overview

In this year of transition, Tano Santos and Meredith Trivedi met with key stakeholders including Board members, adjunct faculty members, current students, and alumni to understand their experience at Columbia Business School, in the Value Investing Program, and with the Center in general. From these meetings, the Center developed a strategic plan to re-format the structure of the Value Investing Program, create several new elective courses, and develop a regional alumni and recruiting presence in key cities across the country and world.

The Center also launched a new podcast, Value Investing with Legends, which is hosted by Tano Santos and has had nearly 42,000 downloads to date. Beyond this activity of assessment and strategic development, the day-to-day operations of the Center continued as always. Offering 40 class sections, industry events and experiential learning opportunities, the Heilbrunn Center continued to fulfill its mission of promoting the study and practice of Graham & Dodd’s original investing principles. Read More

Women in Value Investing

Encouraging women to consider a career in investment management con- tinued to be a priority for the Center, which launched a formal Women’s Initiative that uses a 3- step approach to pursue its mission: (1) build the pipeline at the undergraduate level; (2) support the current female MBA population; (3) help graduating students and those who have recently entered the investment management industry to succeed.

In supporting the current MBA population, the Heilbrunn Center again sent a group of first year female students to the Women in Investing Con- ference and paired these women with professionals at Capital Group for mentorship and coaching prior to the event. Read More

Students

As part of the Value Investing Program experience, each student is paired with at least one industry professional to provide guidance and advice on career development, feedback on pitches, and other assistance with networking and recruiting. Read More

We look forward to welcoming the Value Investing Program class of 2020 back to campus in late August! The class list can be found below and the Center maintains a resume book for those students in the Value Investing Program. To review the resume book or learn more about posting for a full-time or internship position, please contact Meredith Trivedi.

In addition to the academic schedule, the Center also has many industry events planned for the 2019-2020 year. Some of these include:

Value Investing Program Welcome Reception
Columbia Conversations in California hosted by Sheldon Stone ’78
Young Alumni Discuss Recruiting in Today’s Environment
The Graham & Dodd Breakfast featuring Cliff Asness
CSIMA Stock Pitch Competition

Looking Ahead

The Center has many exciting new initiatives planned for the 2019-2020 academic year. As previously mentioned, the structure of the Value Invest- ing Program has changed such that students in the Program will take Val- ue Investing as a block week in August prior to the start of their Applied Value Investing classes in the fall. This will allow the Program students to take the class together as a group of 40 and will also open up their spring semester for more specialized electives.

In addition to the academic schedule, the Center also has many industry events planned for the 2019-2020 year. Some of these include:

Value Investing Program Welcome Reception
Columbia Conversations in California hosted by Sheldon Stone ’78
Young Alumni Discuss Recruiting in Today’s Environment
The Graham & Dodd Breakfast featuring Cliff Asness
CSIMA Stock Pitch Competition

This is a Call to Action!