Monticello team members attended Lehigh’s 3rd Annual NYC Conference on Blockchain Technologies last week. While blockchain and crypto-currency have continued to be at the forefront of fintech discussions recently, we’re always interested in hearing the unique perspectives of experts from this innovative space. The comprehensive discussion on the forecasted evolution of this growing technology was inspiring and we believe it is positioned to become a game changer in our industry.
Monticello Consulting Group wishes our colleagues, clients, and team members a wonderful Festival of Lights this holiday season, to enjoy with your family and friends – Happy Hanukkah!
During the fourth quarter, Monticello employees happily participated once again in financial literacy education courses, developed through a partnership with the High Water Women organization and a public New York City High School, this time in Queens, NY.
This financial literacy program focuses on providing education to low- income youth and adult communities and developing essential financial skills. Learning the fundamentals behind earning an income, taxation, budgeting, savings, the implications of debt, and avoiding predatory businesses helps position students for a more secure financial future. The Monticello team truly enjoyed sharing their knowledge and time with the students and watching them learn!
If you’re interested in joining Monticello and volunteering for financial literacy education opportunities with the High Water Women, please click here to visit their website.
Monticello’s Joanna Horowitz, CFA, was honored to moderate a thought-provoking panel hosted by the CFA Society New York titled, “Risky Business - Managing Today’s Risk for Tomorrow’s Uncertainty.” The discussion held amongst business leaders of risk management in the financial services industry touched on many topics including risk factors amongst organizations, business continuity risks, DLT and block-chain focused opportunities in digital transactions, and risk cultures. Monticello is aligned with the panelists’ view that effective risk management is a vital part of all financial services businesses future success, which should be addressed and managed proactively. We look forward to the next CFA Society New York event!
On Veterans Day, Monticello honors our US Veterans by supporting the Veterans Services of Southern California to help Veterans in need in this area of current distress. We thank you for your service and appreciate all that you have done to protect our way life and independence.
Monticello was pleased to attend the CFA Society New York’s 2018 Annual Dinner at the Mandarin Oriental. At this very well attended event, there was an opportunity to re-connect with fellow CFA charter holders and industry leaders alike, over topical conversations. The Asset Owners discussion was thought-provoking, encouraging ESG impact investing for long-term performance improvement, discussing insights on qualitative versus quantitative investing, as well as overall market views from top managers as we move towards 2019.
Monticello attended the 2018 ISDA Annual North America Conference in NYC where there was a plethora of topics discussed. The team was pleased to be a part of important panel discussions on a Global Capital Framework, Derivative Market Participants’ Current and Future Landscape, and the Documentation Revolution. As a firm, we strive to stay at the forefront of technology, innovation and regulatory change across the financial services industry and we look forward to leveraging our many insights to help position our clients for success.
While the Fall is always a busy time of the year, our team got together for an evening of fun at our Fall social. With the colder weather upon us, employees enjoyed catching up over great food and Halloween décor, kicking the season off with an enjoyable start. Cheers to an exciting and successful time ahead as we continue our fourth quarter activities!
Last Thursday, Monticello attended an exciting peer discussion on Crypto-currency and digital assets, led by Bobby Cho, Global Head of Trading – Crytpo at DRW/Cumberland, and Gabor Gurbacs, Director of Digital Asset Strategy at VanEck. The group exchanged ideas on the current and future state of Bitcoin and other investable crypto-currencies, liquidity sourcing, operational risks and auditability of digital asset funds, regulations in the space, and a block-chain focused evolution in our industry. Both speakers shared their thoughts on current valuation and investability of digital assets and the potential impact on the banking sector with this continued growth. Thank you all for insights, and for Jennifer Mulroy, CFA, 100 Women in Finance co-chair for inviting us!
Monticello Consulting Group hosted its Fall Golf Outing at Neshanic Valley Golf Course in Somerset County, NJ last weekend. The event operated in Ryder Cup fashion – pitting New York residents against New Jersey residents. The New York team emerged victorious as Stan Pique and Daniel Ahmad displayed long drives and sharp putting ringing up a string of pars and birdies to close out a tight match in stylish fashion. Cheers to both our NY and NJ Monticello team players on a great day of team bonding and sportsmanship!
As part of our corporate social responsibility, Monticello Consulting Group is highly committed to improving our local communities and preserving our natural habitats. Monticello co-sponsored and coordinated a river cleanup event in partnership with Hackensack Riverkeeper and the regional Environmental Protection Agency. During this event, the volunteers canoed between Oradell and River Edge in NJ to pull waste from the river, collecting plastic, styrofoam, glass, and even a tire from the river. Once collected, the volunteers segregated the waste into recyclable bins on-shore for further handling by local environmental and waste teams. Thank you again to all our employees who participated in this worthwhile event!
The devastation caused by Hurricane Michael is heartbreaking and will certainly require extensive resources to re-build and support the regions affected this week in Florida, Georgia, the Carolinas and Virginia. Monticello donated to help these efforts through the American Red Cross, please see the below link to support recovery efforts today. Together, we can truly make a difference.
Monticello Consulting Group’s recruiting team is very excited to be heading to Darden’s campus grounds on Wednesday, October 17th, for an interview day with 2nd-year students. Monticello Consulting Group is a trusted management consulting firm, headquartered in NYC, advising clients in the global financial services industry, partnering with them to achieve their vision of excellence. Our firm’s founder and CEO, Will Morgan (Darden class of ‘04) has been busy building Monticello Consulting into the preeminent advisory firm for the top investment banks and buy-side / money managers on Wall Street. If you are interested in learning more about Monticello's story and current opportunities for your career, we’d be happy to speak with you prior to our interview day on the 17th of October. Please reach out to connect with us and we look forward to meeting all the impressive students at the Darden School!
Monticello team members attended the Yahoo Finance All Markets Summit- a World of Change, where discussions explored the new set of challenges and changes facing the U.S., as well as the opportunities afforded us amid a confluence of evolving factors. Trending topics included Social Responsibility and Activists Investors, Solving Tomorrow’s Financial Challenges, Data Security, Governance and Controls, and the Impending Retirement Crisis. Pictured above is TIAA Cref's CEO, Roger Ferguson Jr., driving his point that the pace of diversity and inclusion in the C-suite and the board level should now improve further, with the increased focus of leaders and public attention.
Monticello Consulting Group supported the Global Citizen Festival in NYC as a team to be involved with the impactful discussions and actions focused on empowering people in extreme poverty. The artists and presenters highlighted attention to many topics, which we also care greatly about, including gender equality, reducing the use of single-use plastics, increasing quality education, and ensuring people don’t suffer from preventable diseases globally. We are all Global Citizens, and we enjoyed the opportunity to come together as a firm to get behind these issues!
Professionals from various avenues of Wall Street connected and enjoyed the evening, overlooking the city skyline, at our recent networking event. Guests pictured above are Rich Myers - BAML, Georgia Souzou - Center for Economic Council, and Jessica Lasalle - Deutsche Bank.
Guests pictured above are Monticello’s Meg Martin, Andrew Guierda, and Marisa Fleming, Angela Rucks and Garrett Walker - BAML.
Guests pictured above are Jennifer Kurila - JPM Securities, Jennifer Mulroy - Systematic Financial Management, Joanna Horowitz- Monticello, and Brenda Colon - PGIM.
Monticello team members attended the HPC on Wall Street Conference in NYC, co-hosted by the WIND (Women in Derivatives) organization. Panel discussions on "Blockchain for the Real World" and "Transforming Finance, the Impact of Emerging Technologies" were insightful. Much of the agenda and the fantastic speakers discussed areas of Fintech we have recently covered in our articles and are hot-button topics we consult with our clients on today.
During our recent networking event, we discussed strategies to support women and their career advancement on Wall Street. Pictured above is Joanna Horowitz, Monticello’s Diversity Lead, both thanking guests and sharing her experiences on the importance of strong mentorship and inclusion in addressing this key topic.
Monticello’s management team attended Lehigh University's Fall Career Expo last week. We were pleased to meet with potential candidates for summer internships and full-time roles! The students were eager to learn about Monticello and we enjoyed learning about their diverse backgrounds – especially those interested in consulting and the financial services industry.
Monticello’s End-of-Summer NYC networking event was a success! The evening provided a relaxed forum for expanding networks, discussing new opportunities, and addressing thoughts on how we can further advance and support the careers of women on Wall Street.
Wonderful attendees, great food and views, and a powerful discussion made the evening memorable- thanks to everyone who joined us on an impactful Wednesday evening in New York City.
A special thanks to our guest speaker, Katrina Dudley, portfolio manager of Franklin Templeton Mutual Series, pictured above.