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APM Faculty & Guest SpeakersClass Management:
Kent McCarthy, Executive Lecturer Kent McCarthy received a Bachelors of Science in Business Administration and Accounting in 1980 and a Masters in Taxation in 1981 from the University of Kansas. He earned his CPA while working in the Tax Department of Peat, Marwick & Mitchell in Kansas City. In 1984, Kent received his Masters of Business Administration degree from Stanford University. Kent later worked for Goldman Sachs in New York and San Francisco from 1984 to 1994. In 1988 Kent took a brief hiatus from Goldman to teach the APM class for one semester. In 1994, Kent retired from Goldman Sachs, returned to Kansas and began teaching the APM class full-time. In 1995, Kent received the Henry Bubb Award for outstanding teaching at the Business School. In 1995 and 1996, Kent started two hedge funds, and in 1996 he started the Jayhawk China fund that specializes in Asian Equities. Mr. McCarthy leads the class in discussions, analysis, and company valuations. He also utilizes his Wall Street contacts by arranging for guest speakers to present to the class. He will actively participate, either in person of via conference calls, with class each semester, despite sharing primary teaching responsibility with Catherine Shenoy in the future. Kent's peripheral duties will include the arrangement of company speakers and fundraising duties for the class portfolio. Catherine Shenoy, Assistant Professor of Finance Catherine Shenoy graduated from KU in 1979 with a degree in Accounting. She worked for the U.S. State Department as a Foreign Service Officer in Washington D.C. and Tunis, Tunisia before returning to Lawrence and KU. At KU she received her MBA in 1983 and her PhD in Finance in 1991. Since 1993 she has taught accounting, statistics and finance in the Business School. Her research areas include corporate governance, corporate financial policies, and applications of artificial intelligence to portfolio analysis. In 1996 she and Paul Koch received the Guy O. Mabry award for the best publication in the School of Business for their paper "The Firm's Leverage/Cash-Flow Relationship." View Profile Contributing Friends & Faculty:
Allen Ford, Professor Allen Ford joined the University of Kansas in 1976. He received his Ph.D. in Accounting from the University of Arkansas. Ford's teaching and research duties focus mainly on taxation. In his 24 years of teaching at the University, Professor Ford has won several teaching awards and is the KPMG Peat Marwick Distinguished Professor of Accounting. Professor Ford assists with keeping in touch with students on campus. He also attends many of the classes to give his insight and expertise on the topic being discussed. View Profile Jack Gaumnitz, Professor Emeritus In 1991 as an investments professor at the University of Kansas, Gaumnitz, who has since retired, was instrumental in negotiating information between McCarthy and the University to formalize a structured applied money management class. By 1993 Gaumnitz's hard work had paid off and APM was in the timetables. Since 1993 Gaumnitz has spoken to the class several times about his areas of investment expertise. Paul Koch, Professor Paul Koch received a Bachelors of Arts in Mathematics and Economics from Wartburg College in 1977. In 1980 he received his Ph.D. in Economics from Michigan State University. His teaching career includes positions at Michigan State, Kansas State, the University of Auckland in New Zealand, and as a visiting scholar at the Federal Reserve Bank of Atlanta. Since 1988, Professor Koch has been teaching at the University of Kansas. His areas of research and teaching interests include derivatives, international finance, investments, market microstructure, and econometrics. Professor Koch has handled much of the administrative work that goes on between the class and KU. Professor Koch helps to promote the class and to enroll prospective students in APM. Professor Koch also participates in some of the classes and speaks on his areas of study. View Profile
Guest Speakers: Fall 2008Aaron M. Mesmer, CCIM - Block & Company, Inc., Realtors Aaron M. Mesmer joined Block & Company, Inc., Realtors in 2005 as an investment sales specialist focused on achieving maximum returns for his clients through the acquisition or disposition of real estate assets. In 2007, Aaron was recognized by the Kansas City Regional Association of Realtors as the city’s second largest investment sales broker by dollar volume.
Over the previous three years, Aaron has been involved in 70 investment real estate transactions valued at more than $231 million. Aaron’s responsibilities include the review and analysis of potential acquisitions and dispositions, due diligence, transaction valuation and execution, and detailed financial modeling for investment analysis, including Discounted Cash Flows and Net Present Values.
Prior to joining Block & Company, Aaron worked for NAI Cohen-Esrey as a member of the Investment & Corporate Solutions Group where he specialized in investment sales.
Aaron graduated first in his class and with Highest Distinction from the University of Kansas, where he received a bachelors degree in business administration while studying finance, marketing and Italian. Aaron has earned his Certified Commercial Investment Member (CCIM) designation as a recognized expert in the disciplines of commercial and investment real estate. Spring 2008Brad Shoup, Armstrong Equity Partners
Dave Cummings , CEO - TradeBot Joe Onofrio , Analyst - Jayhawk Capital John Dicus, CEO - Capitol Federal Marc Hensel , VP-Acquisitions & Divestments, Plains Exploration & Production Matt Hekman, Analyst - Waddell & Reed Security Peter Went, GARP Scott Jones, Prairie Wind Capital Tim Burger, Sr Analyst - UMB Scout Fund Todd Preheim, Campanile Capital Derek Smashey, Asst PM - UMB Scout Fund Fall 2007Anita Larson, President and COO, Brooke Corp. Joe Onofrio, Analyst, Jayhawk Capital Michael Raupp, Analyst, Jayhawk Capital John Thompson, Analyst, Jayhawk Capital Mark Fleischhauer, Sr. VP, Jayhawk CapitalTodd Preheim, Principal, Campanile CapitalScott Jones, Principal, Prairie Wind CapitalKevin Rauckman, CFO, GarminJeremy Glauner, Trader Analyst - Nobles America Sheila Davis Kara TanMark Whitaker - VP & Equity Analyst - Wellington Management Bob McAdoo - Avondale Securities Spring 2007Warren Buffet, CEO, Berkshire Hathaway Eric Bur, CFO, NIC, Inc. Tim Burger, Analyst, UMB BankJohn Dicus, CEO, Capital Federal Pat Dunkerley, PM - Scout Funds, UMB BankMark Fleischhauer, Sr. VP, Jayhawk CapitalScott Jones, Principal, Prairie Wind CapitalSteve Kovzan, COO, NIC, Inc. Terry Matlack, Analyst, Tortoise CapitalJames Mick, MD and CFO, Tortoise Capital Mark Mitchell, PM, 6th Avenue Investment ManagementFrank Partnoy, Professor, University of San DiegoTodd Preheim, Principal, Campanile CapitalTony Shelby, CFO, LSB IndustriesDerek Smashey, Assistant PM, UMB Bank
Matt Taylor, Broker, Merrill Lynch Fall 2006Warren Buffet, CEO, Berkshire Hathaway Dave Dillon, CEO, Kroger Mark Fleischhauer, Sr. VP, Jayhawk CapitalKent Gasaway, Sr. VP and Portfolio Manager, Kornitzer CapitalScott Jones, Principal, Prairie Wind CapitalPaul Koch, Professor, University of Kansas Steve Koenig, MD, JP Morgan Tom Laming, President and CIO, TrendStar AdvisorsAnita Larsen, President and COO, Brooke Corp. Bob McAdoo, Sr. Analyst, Prudential Equity Brad Shoup, Principal, BCS CapitalKara Tan Bhala, CEO, Seven Pillars Consulting Brett Young, Vice President, RBC Dain Rauscher Spring 2006Warren Buffet, CEO, Berkshire Hattaway Jeff Davis, CFO, KUEAJohn Dicus, CEO, Capital Federal Gene Diederich, Executive Vice President, A.G. Edwards - St. LouisBill Dondlinger, Supervisor of Examiners, NASDMark Fleischhauer, Sr. VP, Jayhawk CapitalJack Gaumnitz, Professor Emeritus, University of Kansas Tom Hyde, Executive Vice President, General Counsel, Wal-Mart Scott Jones, Principal, Prairie Wind CapitalTodd Preheim, Principal, Campanile CapitalKevin Rauckman, CFO, GarminJessica Reuss, Analyst, Kornitzer CapitalJoanna Rupp, COO, University of Chicago EndowmentMark Seferovich, Sr. VP and Portfolio Manager, Waddell & ReedDale Seuferling, President, KUEATony Shelby, CFO, LSB IndustriesKent Townsend, CFO, Capitol Federal Fall 2005Marcey Berges, CFO, Jayhawk CapitalWarren Buffet, CEO, Berkshire Hathaway Eric Bur, CFO, NIC, Inc. Marc Hensel, VP M&A, Plains ExplorationsScott Jones, Principal, Prairie Wind CapitalSteve Kovzan, COO, NIC, Inc. Robert Monks, Shareholder Activist Jeff Morrison, Analyst, KTECMarc Naughton, CFO, Cerner Jeff Nelson, CFO, Tradebot Todd Preheim, Principal, Campanile CapitalJim Schier, Sr. Portfolio Brad Shoup, Principal, BCS Capital Spring 2005Christopher Allen, Professor, University of Kansas Warren Buffet, CEO, Berkshire Hathaway Mike Campbell, Treasurer, Inergy John Dicus, CEO, Capital Federal Dan Drake, Principal, Liberty AssetNic Eliason, Anlayst, AFG GroupJack Gaumnitz, Professor Emeritus, University of Kansas Marc Hensel, VP M&A, Plains ExplorationsScott Jones, Principal, Prairie Wind CapitalMichael Lamb, CEO, Wealth Monitors Patrick Lin, Principal, Primarius Capital Darius G. Nevin, CFO, Protection OneTodd Preheim, Principal, Campanile CapitalDavid Schulte, CEO, Tortoise CapitalJohn Sherman, CEO, InergyBrad Shoup, Principal, BCS CapitalKent Townsend, CFO, Capitol Federal Craig West, Sr. Research Analyst, SB GroupDon Zimmer, Developer, Real Estate Fall 2004Todd Banks, Principal, Blackthorn Capital Marcey Berges, CFO, Jayhawk CapitalCarol DiRamio, Vice President, Applebee's International Mark Fleischhauer, Sr. VP, Jayhawk CapitalKent Gasaway, Sr. VP and Portfolio Manager, Kornitzer CapitalScott Hartman, CEO, NovastarScott Jones, Principal, Prairie Wind CapitalMatt Michaelis, VP, Jeffery Williams & Co. Todd Preheim, Principal, Campanile CapitalBrad Shoup, Principal, BCS Capital Spring 2004Erica Christian John Dicus, CEO, Capital Federal Allen Ford, Professor, University of Kansas Kent Gasaway, Sr. VP & Portfolio Manager, Kornitzer CapitalSteve Glennon, CEO, Wilshire FinancialTomas Hoenig, President, KC Federal Reserve BankPaul Koch, Professor, University of Kansas Michael Lamb, CEO, Wealth Monitors Kevin Rauckman, CFO, GarminJosh Selzer, Advisor, Tax Favored Benefits, Inc.Robert Tracy, Analyst, Kynikos Assoc. Alex Verbov, Analyst, West LBFrank Whitsell, Sr. Research Analyst, Security Benefit Group Bill Zollars, CEO, Yellow Corporation Fall 2003Mark Barnett, IR Vice President, HR Block Jack Gaumnitz, Professor Emeritus, University of Kansas Steve Glennon, CEO, Wilshire FinancialMichael Lamb, CEO, Wealth Monitors Matt Michaelis, VP, Jeffery Williams & Co.John Sherman, CEO, Inergy Daniel Widdicombe, CFO, ChinadotcomBrett Young, Vice President, RBC Dain Rauscher
Spring 2003Chris Boyd, American Century Dennis Depenbusch, CEO, Catalyst Lighting John Dicus, CEO, Capital Federal Allen Ford, Professor, University of Kansas Jack Gaumnitz, Professor Emeritus, University of Kansas Andrew Hornig, Sr. VP Research, F&C Management Chris Ruffle, Portfolio Manager, CHN Jim Sight, InvestorKent Snodgrass, Blackthorn Capital Tim Webster, CEO, American Italian PastaFrank Whitsell, Sr. Research Analyst, Security Benefit Group Brett Young, Vice President, RBC Dain Rauscher Fall 2002Todd Banks, Principal, Blackthorn CapitalChris Boyd, American Century Dennis Depenbusch, CEO, Catalyst Lighting John Dicus, CEO, Capital Federal Jack Gaumnitz, Professor Emeritus, University of Kansas Scott Hartman, CEO, NovastarDerek Palaschuk, CFO, SOHU Frank Remar, CFO, KrogerMark Seferovich, Sr. VP & Portfolio Manager, Waddell & ReedJim Sight, InvestorTim Webster, CEO, American Italian PastaFrank Whitsell, Sr. Research Analyst, Security Benefit Group Spring 2002Frank Becker, President, Becker Investments Tim Dehaemers, Sr. VP, A.G. Edwards Dan Drake, Principal, Liberty AssetStephen Farley, Principal, Labrador PartnersVictor Almeida Garcia, CEO, Internacional de CeramicaJack Gaumnitz, Professor Emeritus, University of Kansas Steve Glennon, CEO, Wilshire FinancialMark Hirschey, Professor, University of Kansas Scott Jones, Principal, Prairie Wind CapitalDerek Palaschuk, CFO, SOHU Brad Shoup, Principal, BCS CapitalJim Sight, InvestorBruce Weinstein, CFO, Wilshire Financial Frank Whitsell, Sr. Research Analyst, Security Benefit Group Fall 2001John Charnes, Professor, University of Kansas Tom Dreyer Stephen Farley, Principal, Labrador PartnersVictor Almeida Garcia, CEO, Internacional de CeramicaJack Gaumnitz, Professor Emeritus, University of Kansas Stephen P. Glennon, CEO, Wilshire FinancialJack Golsen, CEO, LSB Industries Scott Hartman, CEO, NovastarRobert Hemenway, Chancellor, University of Kansas Derek Palaschuk, CFO, SOHU Craighill Redwine, Redwine & Company Josh Selzer, Advisor, Tax Favores Benefits, Inc.Timothy S. Webster, CEO, American Italian PastaDaniel Widdicombe, CFO, Chinadotcom James D. Wineland, Sr. VP & Portfolio Manage, Waddell & Reed Spring 2000C. Edward Baker, Jr., Chairman of the Board & CEO, Arch Wireless, Inc.Todd Banks, Principal, Blackthorn CapitalTrey Barnes, A.G. Edwards Robert Boswell, CEO, Forest OilBill Courtney, Midwest Trust Company Gene Diederich, Executive Vice President, A.G. Edwards - St. LouisLarry Faigon, Director, Wilshire Financial Services Group Victor Almeida Garcia, CEO, Internacional de CeramicaSteve Glennon, CEO, Wilshire FinancialDavid Johnson, Maxus Properties Jennifer Murtaugh, VP Equity Research, First Union Polly Peters, A.G. Edwards Craighill Redwine, Redwine & Company John Svoboda, Svoboda, Collins, LLCDavid Wittig, CEO, Western Resources Fall 1999Cregg Baumbaugh, CFO, Western WirelessVictor Almeida Garcia, CEO, Internacional de CeramicaMatt Haverty, Global Equities, LLC Edmund Miller, CFO, AnswerThink Barry Ogden, Waddel & Reed Edward Whitacre, CEO, Southwestern Bell Andy Wiederhorn, CEO, Wilshire Real Estate Doug Woodrum, Executive VP/CFO, C/NET Fall 1998Cregg Baumbaugh, CFO, Western WirelessDave Chavenson, CFO, Rutherford-Moran Judith Elsea, Kauffman Foundation Victor Almeida Garcia, CEO, Internacional de CeramicaPaul Koch, Professor, University of Kansas Duncan O'Brien, CFO, George K. Baum Jeanine Oburchay, Research Analyst, Bear Stearns John Stupka, CEO, SkyTel Fall 1996Mike Bamberg, Smith-Breeden Todd Banks, Principal, Blackthorn CapitalMichael F. Bigham, Executive VP and CFO, Gilead Sciences
Trevor Cox, Koch Industries Jeff Davis, CFO, KUEAGene Diederich, Executive Vice President, A.G. Edwards - St. LouisSteve Farley, Principal, Labrador PartnersJack Gaumnitz, Professor Emeritus, University of Kansas Carter Harrison, DeMarche Associates Marc Hensel, VP M&A, Plains ExplorationsJim MacKenzie, Protection One Alan Mah, Koch Industries Syd Pohl, Logistics Manager, P&G Bill Quinn, Smith-Breeden Preston Raison, Bear Stearns Betsy Row David Walthall, CEO, Heritage MediaJim Wineland, Sr. VP and Portfolio Manager, Waddell & ReedDavid Wittig, CEO, Western Resources Spring 1996Michael F. Bigham, Executive VP and CFO, Gilead SciencesStephan Cobb, Entrepreneurs, JetUSA Fred Davis, Entrepreneurs, JetUSA Steve Farley, Principal, Labrador PartnersRobert Kaplan, MD, Goldman SachsDavid Lady, Kauffman FoundationSteve Lightstone, Sr. VP and CFO, Payless CashwaysSyd Pohl, Logistics Manager, P & G David Walthall, CEO, Heritage MediaJim Wineland, Sr. VP and Portfolio Manager, Waddell & ReedLynette Woodard, Magna Securities Fall 1995Marv Burkett, CFO, Advanced Micro Devices Jeff Davis, CFO, KUEAGene Diederich, Executive Vice President, A.G. Edwards - St. Louis Steve Farley, Principal, Labrador PartnersJack Gaumnitz, Professor Emeritus, University of Kansas Paul Koch, Professor, University of Kansas Andrew F. Mathieson, President, Fairview CapitalDavid Walthall, CEO, Heritage MediaJim Wineland, Sr. VP and Portfolio Manager
Spring 1995Marv Burkett, CFO, Advanced Micro Devices Steve Farley, Principal, Labrador PartnersMark Hirschey, Professor, University of Kansas Paul Koch, Professor, University of Kansas Al Sinsheimer David Walthall, CEO, Heritage MediaTodd Wray Fall 1994 Spring 1994
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