APM Faculty and Guest Speakers


APM Spring 2013 Class Schedule
Class Date 4:00 - 5:30   6:00 - 7:30 Case or HW Due
1 23-Jan Introduction   1st Day Assignment
2 30-Jan Michael Hagedorn, CFO UMB Bank   UMBF
3 6-Feb John Dicus, CEO. Kent Townsend, CFO. Capitol Federal   CFFN
4 13-Feb Presentations   Presentations
5 20-Feb Steve Kovzan, CFO NIC, Inc.   EGOV
6 27-Feb Portfolio Discussion Individual Case Part I
7 6-Mar Scott Jones/ Todd Preheim/Dan Drake   DECK
8 13-Mar   Tim Burger, Ivy Funds TBD
  20-Mar Spring Break   no assignment
9 27-Mar   Jayhawkers Jayhawker Investment/Individual Case Part II
10 3-Apr   Kevin Rauckman, CFO Garmin GRMN
11 10-Apr   Terry Matlack, Managing Director, Tortoise Capital TBD
12 17-Apr   Greg Martinez, Morgan Stanley DVN
13 24-Apr   Patrick Quinn, Founder, Quinn Opportunities LP TBD
14 1-May   John R. Elmore, US Bank, Vice-Chairman USB
15 8-May Final Presentations Final Exam Final Report and Presentation
         
    Bold - Confirmed Speaker  
    Italics - Tentative Date for Speaker  
  Revised 19-Feb-13 5:20 PM      

Class 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


Contributing Friends & Faculty

Spring 2010
Joe Onofrio Analyst Jayhawk Capital
Alberto Bassetto Analyst Jayhawk Capital
Kent McCarthy Principal Jayhawk Capital
John Dicus Chief Executive Officer Capitol Federal
Kent Townsend Chief Financial Officer Capitol Federal
Steve Koenig Managing Director JP Morgan
Matt Hekman Security Analyst Waddell & Reed
Aaron Mesmer Acquisitions & Investment Sales Block Real Estate Services, LLC
Jim MacMurray Vice President Kansas Development Finance Authority
Todd Preheim Principal Campanile Capital
Scott Jones Principal Prairie Wind Capital
Bill Koehler Chief Investment Officer ETF Portfolio Solutions
Andrew Limbocker Sr. Financial Analyst Entertainment Properties Trust
Alex Verbov
Fall 2009
Joe Onofrio Analyst Jayhawk Capital
Bill Patterson Founder and Manager Stonecreek Management
Kent McCarthy Principal Jayhawk Capital
Pete Rieg Risk Services Inergy, L.P.
Craig Novorr Principal Paragon Capital
Barry Hinson Assistant Basketball Coach  The University of Kansas
Tyshawn Taylor Basketball Player The University of Kansas
James Grant VP-Investor Relations Collective Brands
Chris Wu Analyst Jayhawk Capital
Mark Whitaker CFA Research Analyst Wellington Management
Derek Smashey Assistant PM Scout Funds
Spring 2009
Bryan Krug Fund Manager Ivy Funds
Tim Burger Associate Client Portfolio Strategist Waddell & Reed
Alex Verbov Analyst RBS
John Dicus Chief Executive Officer Capitol Federal 
Kent Townsend Chief Financial Officer Capitol Federal 
Rob Ralston Analyst
Kent McCarthy Principal Jayhawk Capital
Bob McAdoo Director and Sr. Research Analyst Avondale Partners
Todd Preheim Principal Campanile Capital
Steve Meuten Analyst Blackthorn Capital
Sam Duncan Chief Executive Officer Office Max
Kevin Rauckman Chief Financial Officer Garmin
Laurian Lytle Analyst Waddell & Reed
Jade Shopp Associate Deloitte & Touche Consulting
Joe Onofrio Analyst Jayhawk Capital
Fall 2008
Joe Onofrio Analyst Jayhawk Capital
Mike Hagedorn Chief Financial Officer UMB
Begonya Klumb Investor Relations UMB
Brett Leeth Director of Koch Equity Development Koch Equity Capital
Prof. Mark Hirschey Professor  The University of Kansas
Craig Novorr Principal Paragon Capital
Bill Galligan VP-Investor Relations Kansas City Southern
Pete Rieg Risk Services Manager Inergy, L.P.
Kent McCarthy Principal Jayhawk Capital
Steve Koenig Managing Director JP Morgan 
Dennis Gartman The Gartman Letter
Todd Preheim Principal Campanile Capital
Brett Young Sr. Analyst Plainfield Asset Management
Spring 2008
Joe Onofrio Analyst Jayhawk Capital
Alberto Bassetto Analyst Jayhawk Capital
Brad Shoup Chief Investment Officer Armstrong Equity Partners
Tim Burger Sr. Analyst Scout Funds
Derek Smashey Assistant PM Scout Funds
Kent McCarthy Principal Jayhawk Capital
Victor Almeida Chief Executive Officer Interceramic
Scott Jones Principal Prairie Wind Capital
Todd Preheim Principal Campanile Capital
Matt Hekman Security Analyst Waddell & Reed
Marc Hensel VP-Acquisitions & Divestments Plains Exploration & Production
Dave Cummings Chief Executive Officer TradeBot
Peter Went Senior Researcher GARP 
Fall 2007
Anita 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 Capital
Todd Preheim, Principal, Campanile Capital
Scott Jones, Principal, Prairie Wind Capital
Kevin Rauckman, CFO, Garmin
Jeremy Glauner, Trader Analyst - Nobles America
Sheila Davis
Kara Tan
Mark Whitaker - VP & Equity Analyst -
Spring 2007
Warren Buffet, CEO, Berkshire Hathaway
Eric Bur, CFO, NIC, Inc.
Tim Burger, Analyst, UMB Bank
John Dicus, CEO, Capital Federal
Pat Dunkerley, PM - Scout Funds, UMB Bank
Mark Fleischhauer, Sr. VP, Jayhawk Capital
Scott Jones, Principal, Prairie Wind Capital
Steve Kovzan, COO, NIC, Inc.
Terry Matlack, Analyst, Tortoise Capital
James Mick, MD and CFO, Tortoise Capital
Mark Mitchell, PM, 6th Avenue Investment Management
Frank Partnoy, Professor, University of San Diego
Todd Preheim, Principal, Campanile Capital
Tony Shelby, CFO, LSB Industries
Derek Smashey, Assistant PM, UMB Bank
Fall 2006
Warren Buffet, CEO, Berkshire Hathaway
Dave Dillon, CEO, Kroger
Mark Fleischhauer, Sr. VP, Jayhawk Capital
Kent Gasaway, Sr. VP and Portfolio Manager, Kornitzer Capital
Scott Jones, Principal, Prairie Wind Capital
Paul Koch, Professor, University of Kansas
Steve Koenig, MD, JP Morgan
Tom Laming, President and CIO, TrendStar Advisors
Anita Larsen, President and COO, Brooke Corp.
Bob McAdoo, Sr. Analyst, Prudential Equity
Brad Shoup, Principal, BCS Capital
Kara Tan Bhala, CEO, Seven Pillars Consulting
Brett Young, Vice President, RBC Dain Rauscher
Spring 2006
Fall 2005
Marcey Berges, CFO, Jayhawk Capital
Warren Buffet, CEO, Berkshire Hathaway
Eric Bur, CFO, NIC, Inc.
Marc Hensel, VP M&A, Plains Explorations
Scott Jones, Principal, Prairie Wind Capital
Steve Kovzan, COO, NIC, Inc.
Robert Monks, Shareholder Activist
Jeff Morrison, Analyst, KTEC
Marc Naughton, CFO, Cerner
Jeff Nelson, CFO, Tradebot
Todd Preheim, Principal, Campanile Capital
Jim Schier, Sr. Portfolio
Brad Shoup, Principal, BCS Capital
Spring 2005
Christopher Allen, Professor, University of Kansas
Warren Buffet, CEO, Berkshire Hathaway
Mike Campbell, Treasurer, Inergy
John Dicus, CEO, Capital Federal
Dan Drake, Principal, Liberty Asset
Nic Eliason, Anlayst, AFG Group
Jack Gaumnitz, Professor Emeritus, University of Kansas
Marc Hensel, VP M&A, Plains Explorations
Scott Jones, Principal, Prairie Wind Capital
Michael Lamb, CEO, Wealth Monitors
Patrick Lin, Principal, Primarius Capital
Darius G. Nevin, CFO, Protection One
Todd Preheim, Principal, Campanile Capital
David Schulte, CEO, Tortoise Capital
John Sherman, CEO, Inergy
Brad Shoup, Principal, BCS Capital
Kent Townsend, CFO, Capitol Federal
Craig West, Sr. Research Analyst, SB Group
Don Zimmer, Developer, Real Estate
Fall 2004
Spring 2004
Erica Christian
John Dicus, CEO, Capital Federal
Allen Ford, Professor, University of Kansas
Kent Gasaway, Sr. VP & Portfolio Manager, Kornitzer Capital
Steve Glennon, CEO, Wilshire Financial
Tomas Hoenig, President, KC Federal Reserve Bank
Paul Koch, Professor, University of Kansas
Michael Lamb, CEO, Wealth Monitors
Kevin Rauckman, CFO, Garmin
Josh Selzer, Advisor, Tax Favored Benefits, Inc.
Robert Tracy, Analyst, Kynikos Assoc.
Alex Verbov, Analyst, West LB
Frank Whitsell, Sr. Research Analyst, Security Benefit Group
Bill Zollars, CEO, Yellow Corporation
Fall 2003
Mark Barnett, IR Vice President, HR Block
Jack Gaumnitz, Professor Emeritus, University of Kansas
Steve Glennon, CEO, Wilshire Financial
Michael Lamb, CEO, Wealth Monitors
Matt Michaelis, VP, Jeffery Williams & Co.
John Sherman, CEO, Inergy
Daniel Widdicombe, CFO, Chinadotcom
Brett Young, Vice President, RBC Dain Rauscher
Spring 2003
Chris 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, Investor
Kent Snodgrass, Blackthorn Capital
Tim Webster, CEO, American Italian Pasta
Frank Whitsell, Sr. Research Analyst, Security Benefit Group
Brett Young, Vice President, RBC Dain Rauscher
Fall 2002
Todd Banks, Principal, Blackthorn Capital
Chris Boyd, American Century
Dennis Depenbusch, CEO, Catalyst Lighting
John Dicus, CEO, Capital Federal
Jack Gaumnitz, Professor Emeritus, University of Kansas
Scott Hartman, CEO, Novastar
Derek Palaschuk, CFO, SOHU
Frank Remar, CFO, Kroger
Mark Seferovich, Sr. VP & Portfolio Manager, Waddell & Reed
Jim Sight, Investor
Tim Webster, CEO, American Italian Pasta
Spring 2002
Frank Becker, President, Becker Investments
Tim Dehaemers, Sr. VP, A.G. Edwards
Dan Drake, Principal, Liberty Asset
Stephen Farley, Principal, Labrador Partners
Victor Almeida Garcia, CEO, Internacional de Ceramica
Jack Gaumnitz, Professor Emeritus, University of Kansas
Steve Glennon, CEO, Wilshire Financial
Mark Hirschey, Professor, University of Kansas
Scott Jones, Principal, Prairie Wind Capital
Derek Palaschuk, CFO, SOHU
Brad Shoup, Principal, BCS Capital
Jim Sight, Investor
Bruce Weinstein, CFO, Wilshire Financial
Fall 2001
John Charnes, Professor, University of Kansas
Tom Dreyer
Stephen Farley, Principal, Labrador Partners
Victor Almeida Garcia, CEO, Internacional de Ceramica
Jack Gaumnitz, Professor Emeritus, University of Kansas
Stephen P. Glennon, CEO, Wilshire Financial
Jack Golsen, CEO, LSB Industries
Scott Hartman, CEO, Novastar
Robert 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 Pasta
Daniel Widdicombe, CFO, Chinadotcom
James D. Wineland, Sr. VP & Portfolio Manage, Waddell & Reed
Spring 2000
C. Edward Baker, Jr., Chairman of the Board & CEO, Arch Wireless, Inc.
Todd Banks, Principal, Blackthorn Capital
Trey Barnes, A.G. Edwards
Robert Boswell, CEO, Forest Oil
Bill Courtney, Midwest Trust Company
Gene Diederich, Executive Vice President, A.G. Edwards - St. Louis
Larry Faigon, Director, Wilshire Financial Services Group
Victor Almeida Garcia, CEO, Internacional de Ceramica
Steve Glennon, CEO, Wilshire Financial
David Johnson, Maxus Properties
Jennifer Murtaugh, VP Equity Research, First Union
Polly Peters, A.G. Edwards
Craighill Redwine, Redwine & Company
John Svoboda, Svoboda, Collins, LLC
David Wittig, CEO, Western Resources
Fall 1999
Cregg Baumbaugh, CFO, Western Wireless
Victor Almeida Garcia, CEO, Internacional de Ceramica
Matt 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 1998
Cregg Baumbaugh, CFO, Western Wireless
Dave Chavenson, CFO, Rutherford-Moran
Judith Elsea, Kauffman Foundation
Victor Almeida Garcia, CEO, Internacional de Ceramica
Paul Koch, Professor, University of Kansas
Duncan O'Brien, CFO, George K. Baum
Jeanine Oburchay, Research Analyst, Bear Stearns
John Stupka, CEO, SkyTel
Fall 1996

Mike Bamberg, Smith-Breeden
Todd Banks, Principal, Blackthorn Capital
Michael F. Bigham, Executive VP and CFO, Gilead Sciences
Trevor Cox, Koch Industries
Jeff Davis, CFO, KUEA
Gene Diederich, Executive Vice President, A.G. Edwards - St. Louis
Steve Farley, Principal, Labrador Partners
Jack Gaumnitz, Professor Emeritus, University of Kansas
Carter Harrison, DeMarche Associates
Marc Hensel, VP M&A, Plains Explorations
Jim 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 Media
Jim Wineland, Sr. VP and Portfolio Manager, Waddell & Reed
David Wittig, CEO, Western Resources
Spring 1996
Fall 1995
Marv Burkett, CFO, Advanced Micro Devices
Jeff Davis, CFO, KUEA
Gene Diederich, Executive Vice President, A.G. Edwards - St. Louis
Steve Farley, Principal, Labrador Partners
Jack Gaumnitz, Professor Emeritus, University of Kansas
Paul Koch, Professor, University of Kansas
Andrew F. Mathieson, President, Fairview Capital
David Walthall, CEO, Heritage Media
Jim Wineland, Sr. VP and Portfolio Manager
Spring 1995
Marv Burkett, CFO, Advanced Micro Devices
Steve Farley, Principal, Labrador Partners
Mark Hirschey, Professor, University of Kansas
Paul Koch, Professor, University of Kansas
Al Sinsheimer
David Walthall, CEO, Heritage Media
Todd Wray
Fall 1994
Spring 1994

The University of Kansas prohibits discrimination on the basis of race, color, ethnicity, religion, sex, national origin, age, ancestry, disability, status as a veteran, sexual orientation, marital status, parental status, gender identity, gender expression and genetic information in the University’s programs and activities. The following person has been designated to handle inquiries regarding the non-discrimination policies: Director of the Office of Institutional Opportunity and Access, IOA@ku.edu, 1246 W. Campus Road, Room 153A, Lawrence, KS, 66045, (785)864-6414, 711 TTY.