Institute of Advanced Investment Management

Speaker and Socializer Series

Speaker & Socializer Series

Details with specifications for the Spring 2026 series will be shared in the coming weeks.

The IAIM Speaker & Socializer Series brings professionals and students at the University of Utah together throughout the Fall and Spring Semesters, for six presentations per year (3 in the Fall and 3 in the Spring). Events begin with an engaging presentation from an industry expert, followed by a brief Q&A, for the first 20 minutes. After, attendees are invited to share a light meal and socialize with each other for the next 40 minutes. Our hope is that students and professionals are able to organically network with and learn about each other and continue to develop the investing community in Utah.

~ Previous Events ~

~ Fall 2025 Speakers ~

Craig Jeppson: Principal – Epic Ventures

Date: November 11th, 5:00-6:00 pm

Location: SFEBB Child Hall (Room 7180)

Topic:

Jason Miller: President and COO – Crewe Advisors

Date: October 14th, 5:00-6:00 pm

Location: 650 South Main Street Suite #1901A

Topic: Portfolio Construction Considerations for Private Clients

Brandon Muirhead: Managing Director – The Cynosure Group

Date: September 18th, 5:00-6:00 pm

Location: SFEBB Child Hall (Room 7180)

Topic: Private Equity Trends