Feb 3 | 4:00pm - 6:00pm
The focus will be on transferable skills such as business building, client strategy, credibility as a young professional, and how financial decision-making impacts real businesses and individuals, topics that resonate well with students interested in corporate finance, banking, and advisory roles.
Brian D. Trujillo, CFP®, is a Managing Director and Senior Vice President of Investments at Raymond James with over two decades of experience in wealth management. A proud University of Denver alumnus, he earned his BSBA in Finance in 2001 and began his career in 2000, building a practice focused on comprehensive financial strategies and client confidence. Brian specializes in investment management, retirement and education planning, and guiding individuals through high-impact financial decisions. These skills closely align with business building, client strategy, and credibility in professional finance roles. He is a CERTIFIED FINANCIAL PLANNER® professional and enjoys fly fishing, snowboarding, hiking, volleyball, and spending time with his wife Erin, their children Autumn and Brandon, and their dog, Whiskey.
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Feb 4 | 6:00pm - 7:00pm
These weekly meetings offer students a friendly space to learn about asset management and discuss new opportunities in the investment space. The Asset Management Track also incorporates a simulated portfolio challenge to help students see the impact of global markets on their holdings. These meetings are an engaging new feature of the Finance Club and we hope to see you there!
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Feb 11 | 6:00pm - 7:00pm
These weekly meetings offer students a friendly space to learn about asset management and discuss new opportunities in the investment space. The Asset Management Track also incorporates a simulated portfolio challenge to help students see the impact of global markets on their holdings. These meetings are an engaging new feature of the Finance Club and we hope to see you there!
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Feb 18 | 6:00pm - 7:00pm
These weekly meetings offer students a friendly space to learn about asset management and discuss new opportunities in the investment space. The Asset Management Track also incorporates a simulated portfolio challenge to help students see the impact of global markets on their holdings. These meetings are an engaging new feature of the Finance Club and we hope to see you there!
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Feb 25 | 6:00pm - 7:00pm
These weekly meetings offer students a friendly space to learn about asset management and discuss new opportunities in the investment space. The Asset Management Track also incorporates a simulated portfolio challenge to help students see the impact of global markets on their holdings. These meetings are an engaging new feature of the Finance Club and we hope to see you there!
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Mar 4 | 6:00pm - 7:00pm
These weekly meetings offer students a friendly space to learn about asset management and discuss new opportunities in the investment space. The Asset Management Track also incorporates a simulated portfolio challenge to help students see the impact of global markets on their holdings. These meetings are an engaging new feature of the Finance Club and we hope to see you there!
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Mar 6 | 10:00am - 12:00pm
Join us for an exclusive office visit with Capstone Partners, a leading middle-market investment bank. Representatives will walk through the firm’s business model, industry focus, and deal work, followed by an overview of the recruiting process and early-career opportunities. This is a great chance to learn how Capstone supports entrepreneurs, private equity firms, and family-owned businesses across the full company lifecycle.
Application Required: To apply, please email your resume to Dr. Clouse at mclouse@du.edu by February 27. Please submit your application as soon as possible (spots are limited).
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Mar 11 | 6:00pm - 7:00pm
These weekly meetings offer students a friendly space to learn about asset management and discuss new opportunities in the investment space. The Asset Management Track also incorporates a simulated portfolio challenge to help students see the impact of global markets on their holdings. These meetings are an engaging new feature of the Finance Club and we hope to see you there!
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