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 ~
~ Spring 2026 Speakers ~
Taylor Leavitt: Managing Partner & CEO – Leavitt Equity Partners
Date: February 12th, 5:00-6:00 pm
Location: Leavitt Equity Partners 95 South State Street, Suite 2190, Salt Lake City, UT 84111
Amy Sunderland: Portfolio Manager – Grandeur Peak Global Advisors
Date: January 13th, 5:00-6:00 pm
Location: SFEBB Child Hall (Room 7180)
~ 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