15 1 THE CLEARING CORPORATION CHARITABLE FOUNDATION

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2015 - 2016

THE CLEARING CORPORATION CHARITABLE FOUNDATION FELLOWS PROGRAMANNUAL REPORT | 2015 - 2016

Clearing Corporation Charitable Foundationroosevelt.edu/Business/CCCF

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2015 - 2016CCCF ANNUAL REPORTDear Readers,

It is with genuine pleasure I present to you the first annual report of The Clearing Corporation Charitable Foundation (CCCF) Fellows Program. The CCCF Fellows Program provides undergraduate business students — interested in finance and related careers— the resources, tools and guidance needed to successfully reach their professional goals. Each CCCF Fellow receives a stipend, paid professional development opportunities and internship placements as part of a $132,000 gift from

the CCCF for 2015-2016. The CCCF Fellows Program ensures that the Fellows have the exposure to relevant courses in their respective functional areas of interest, attend several carefully designed Professional Development Workshops, have access to professionals from the industry as mentors, are well-versed in Bloomberg Terminals, obtain certification in BMC & acknowledgment of completion in BESS and gain meaningful internship experience. The goal of the program is to build the next generation of highly skilled finance professionals to continue the legacy of success at the Heller College of Business.

The first cohort of 20 students was selected during Fall 2015 for the 2015-2016 school year. These students were honored with an induction ceremony during Fall of 2015 in which CCCF trustee member Mr. David Johnson, President Ali Malekzadeh, Provost Samuel Rosenberg and faculty members of HCB attended. The CCCF Fellows are a diverse group of students from various backgrounds. The demographic breakdown of the CCCF Fellows organization is displayed in the following chart.

All Fellows from the 2015-2016 cohort went through several professional development programs such as Resume Writing Workshop, Interview Skills Workshop, Bloomberg Certifications and MS Excel Training. Furthermore, the Fellows attended several professional development forums such as CFA event, Professional Speakers’ Series and Heller

Business Forum. The details of these events can be found in the subsequent pages. At the time of writing this report, 17 out of the 20 Fellows have already been placed for a meaningful internship experience. The names of the organizations where CCCF Fellows were placed can be found in the subsequent pages. Last, but not least, one of the CCCF Fellows, Sharee Zlatkova, was recognized by the Financial Executive International Chicago Chapter for her outstanding academic achievement in February 2016.

It has been a fascinating personal and professional experience for me to work with a group of sharp, hardworking students this year. I look forward to working with the next cohorts of CCCF Fellows in the coming years.

Happy reading!

Sincerely,

Tanweer Hasan, PhDAssociate Dean, Heller College of Business | Founding Executive Director, CCCF Fellows [email protected] | 312-281-3267

CATEGORYFemale

Hispanic

African

1st Generation College Student

NUMBER PERCENT OF TOTAL5

1

4

12

25%

.05%

20%

60%

ORGANIZATIONAL STRUCTURE

DR. TANWEER HASANExecutive DirectorCCCF Fellows Program

STAFF

IMMANUEL HOWELL-BEYSenior SecretaryHeller College of Business

ALEXIS WAARICHGraduate Assistant

MENTORSThe CCCF Fellows Program was fortunate to find willing professionals who wanted to be connected with this program as a mentor.

The mentors who have established a relationship with us include Amy Harris (BMO Harris Bank), Peter Osmanski (KPMG LLP),

Daniel J. Schuette (PNC Bank) and Patricia Yancy (BCBS Illinois).

TABLE OF CONTENTS[3]

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Organizational Structure

The First Cohort of CCCF Fellows: 2015-2016

Induction Ceremony of 2015-2016 Fellows

Professional Development Workshop: Resume Writing

Professional Development Workshop: Interview Techniques

Professional Development Workshop: MS Excel

Professional Development Workshop: Speaker Series

Professional Development Workshop: CFA Event

Professional Development Workshop: Heller Business Forum

Professional Development Workshop: Bloomberg Certifications

Internship Placements

CCCF Fellow wins FEI Scholarship Award

CCCF Fellows participate in CME Group Trading Challenge

Appendix A: Usage of Bloomberg Terminals

Heller College of Business

Degree Programs

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2015 - 2016CCCF ANNUAL REPORT

ARSENII MASHNINFinance

THE FIRST COHORT OF CCCF FELLOWS: 2015-2016

BRANDONASHERFinance

JAMIEBENIACFinance

JAMESDAVISFinance

SHAVINELLICKALAccounting (Finance)

WILVINCENTGOFinance

LAVERNEGRAHAMFinance

NICOLEHAUNROTHFinance

JESUSMARQUEZFinance

JASONENGLISHFinance

THE FIRST COHORT OF CCCF FELLOWS: 2015-2016

CRISTIANOPENNISIFinance

PETERPIATEKFinance & Accounting

ROBINRAVELFinance

BRYANTRILEYAccounting (Math)

SHAWNSCHMIDTFinance & Management

THOMAS SMITHAccounting (Math)

WERONIKASMORCZEWSKAAccounting

SHAREEZLATKOVAFinance

JOSEPHWITTEFinance

GIORGIOPAULINAccounting

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INDUCTION CEREMONY OF 2015-2016 FELLOWSTwenty undergraduate students were selected to be the very first cohort for the 2015-2016 school year. These students were

honored with an induction ceremony on Nov. 20, 2015. Mr. David Johnson, a member of the board of trustees of the Clearing

Corporation Charitable Foundation attended the luncheon as the featured speaker. The induction ceremony was attended by

President Malekzadeh, Provost Rosenberg, Dean Chan and HCB faculty members.

CCCF Fellows 2015-2016 with CCCF Trustee David Johnson,

President Malekzadeh, Provost Rosenberg, Dean Chan, Executive

Director Tanweer Hasan and other HCB faculty members.

Johnson, President Malekzadeh, Provost

Rosenberg and others attending luncheon.

David Johnson speaking to

2015-2016 CCCF Fellows.

PROFESSIONAL DEVELOPMENT WORKSHOP: RESUME WRITINGThe CCCF Fellows were given the opportunity to refine their resume writing skills through a workshop hosted by the HCB. The

motivation for this workshop was to ensure that the Fellows understood what made a resume effective and how to make sure they

are differentiating themselves from the competition in the job market.

Resume Writing Workshop organized by HCB.

PROFESSIONAL DEVELOPMENT WORKSHOP: INTERVIEW SKILLSFollowing the resume workshops, the CCCF Fellows attended a workshop on interview skills. This workshop was held so that the Fellows

could refine their interview skills to go along with their new effective resumes. These workshops helped to educate the Fellows about

what questions are important to ask an interviewer, how to dress for an interview, how to prepare for an interview, and so on.

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PROFESSIONAL DEVELOPMENT WORKSHOP: MICROSOFT EXCELThe CCCF Fellows were required to attend two three-hour instructional sessions on basic, intermediate and advance MS Excel

organized by HCB. The objective was to provide the Fellows with a rigorous training on MS Excel to enhance their ability to

succeed in corporate environments.

Some select CCCF Fellows by the guest speaker.

Guest Carl Seidman giving a talk.

Workshop on MS Excel organized by HCB

PROFESSIONAL DEVELOPMENT WORKSHOP: SPEAKER SERIESThe CCCF Fellows Program, in conjunction with the Finance and Investment Club, planned an event, held on March 31, 2016, in which

two speakers were featured. The first was Carl Seidman, Principal of Seidman Global LLC, who consults with, trains and serves in an

interim management role to companies pursuing growth, revitalization or a complete turnaround. The second speaker was Jan Paul

Ferrer, vice president and senior portfolio manager at Morgan Stanley. The event, pictured below, gave students the opportunity to

hear from well-established professionals to provide them with insights on what it’s like to work in the financial sector

PROFESSIONAL DEVELOPMENT WORKSHOP: SPEAKER SERIES

PROFESSIONAL DEVELOPMENT WORKSHOP: CHARTERED FINANCIAL ANALYST (CFA) EVENTIn conjunction with the Finance and Investment Club, the CCCF Fellows were encouraged to take part in a CFA event that was

hosted on April 12, 2016 at the Standard Club. Roosevelt University sponsored students to take part in this event to listen to Tom

Ricketts, CFA and chairman of the Chicago Cubs. After the lecture, the students were given the opportunity to network and

interact with the CFA Society members.

Guest speakers interacting with

CCCF Fellows after the talk.

Jan Paul Ferrer giving a talk.

CCCF Fellows, among others,

attending a CFA Event.

CCCF Fellows, among others,

attending a CFA Event.

Workshop on MS Excel organized by HCB

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PROFESSIONAL DEVELOPMENT WORKSHOP: HELLER BUSINESS FORUMOn March 24, the Heller College of Business hosted its very first business forum. The featured speaker was Rob Chomko,

regional vice president for Fidelis Cybersecurity, and a Roosevelt alumnus (BS, ‘83). He spoke about cybersecurity and provided

insights on career path in the field of cybersecurity. This forum was open to CCCF Fellows and other HCB students to attend

free of cost.

Dr. Joe Chan, Dean of the College of Business, Rob

Chomko, featured guest and Dr. Tanweer Hasan, Associate

Dean and Executive Director of CCCF Fellows Program.

Various faculty and students engaging

with Chomko before his presentation.

Guest Rob Chomko giving a talk.

PROFESSIONAL DEVELOPMENT: BLOOMBERG CERTIFICATIONSThe CCCF Fellows were encouraged to gain an understanding of the Bloomberg Terminals by completing the Bloomberg

Market Concepts (BMC) training as well as the Bloomberg Essentials (BESS) training. Both of these training programs helped

students gain a thorough understanding of Bloomberg terminals and how to benefit from their functionality. The BMC training

is a six-hour self-paced e-learning course that provides an introduction into financial markets. The BESS training teaches 23

practical lessons through Bloomberg and takes about eight hours to complete. Upon completion of both trainings, CCCF

Fellows received a Certificate of Completion for BMC and a Certificate of Acknowledgment for BESS.

Bloomberg terminals at HBC.

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INTERNSHIP PLACEMENTSThe CCCF Fellows are expected to obtain an internship as part of the program. At the time of writing this report, 17 out of the 20

Fellows have already been placed in internship positions at the institutions listed below:

FELLOW INTERNSHIP

Brandon Asher

Jamie Beniac

James Davis

Shavin Ellickal

Jason English

Wilvincent Go

Laverne Graham

Sharee Zlatkova

Nicole Haunroth

Jesus Marquez

Arsenii Mashnin

Giorgio Paulin

Cristiano Pennisi

Peter Piatek

Robin Ravel

Bryant Riley

Shawn Schmidt

Thomas Smith

Weronika Smorczewska

Joseph Witte

RCM Alternatives

Megent Financial in Orland Park

TBD

TBD

D’Andrea & Associates and Skills for Chicagoland’s Future

Exelon Corp

Toroso Investments

Northern Trust Corporation

Scottrade

Lemont Raiders

R.J. O’Brien

Chicago Mercantile Exchange

TMAC

Scottrade

VanKar Trading Corp

Target HQ

TBD

Treasury Management Association of Chicago

Agata Nowaleowska, CPA

Siemens Healthcare

CCCF FELLOW WINS FEI SCHOLARSHIP AWARDSharee Zlatkova, one of the CCCF Fellows, was recognized by the Financial Executives International (FEI) for her outstanding

academic achievements. Candidates for the scholarship awards were nominated from seven colleges/universities from the

greater Chicago area. Sharee Zlatkova was awarded $1,700 for her achievements.

Sharee ZlatkovaSharee Zlatkova with nominees from six

Chicago area business schools.

CCCF FELLOWS COMPETE IN CME GROUP TRADING CHALLENGEChicago Mercantile Exchange (CME) Group holds a complimentary trading challenge for undergraduate and graduate students

to trade assets and products from various different classes in a simulated trading environment. This is done by using a real-time

trading platform, provided by CQG, to help students become acquainted with the software and how to actively participate in a

trading situation. This is an international competition with 226 schools from 37 countries competing in 500 teams against one

another. Teams need to be made up of three to five students at the same school and they must elect a group leader as a team.

Five CCCF Fellows from HCB participated in this event.

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APPENDIX A: USAGE OF BLOOMBERG TERMINALSThe usage of the Bloomberg Terminals at RU has been very highly pushed this academic year at HCB. We have been encouraging

students to broaden their horizons, even if they are not in the field of finance. The following is a list of the students, other than

CCCF Fellows, along with their major who have utilized the Bloomberg terminals as a resource over the 2015-2016 academic year.

NAME

Khalat Ahmed

Brown Arreda

Brenda Ariauna

Nathan Bauerle

Castillo Brian

Faidat Brimah

Hannah Buck

Caralanay Camenon

Brandon Camp

Jocab Cashman

Brian Castillo

K Cheng

Micheal Conrardy

Paige Cummings

Payan Daniel

Yesenia DeLuna

Geri Dimas

Anthony Eudave

Andrea Gameng

Krysztor Gil

Kristen Gonales

Tanya Gonzalez

Nathan Gregory

Gigo Hang

Celeste Johnson

Capak Joseph

Jay Kauffman

Ahmed Khalat

Peter Kim

Choulboh LaiozAndrea

MAJOR

ACCT

ACCT

FIN

FIN

FIN

FIN

MBA

MBA

MBA

MBA-IMC

FIN

MBA

FIN

FIN

ACSC

ACCT

ACSC

ECON

ACSC

FIN

ACSC

MSRE

ACSC

MAS

FIN

MSRE

FIN

FIN

ACSC

ACSC

ACSC

NAME

Sarah Lamperski

Brandon Lange

Jacqueline Marganto

Damien Martin

Torrie May

Mitch McFillard

Osayande Megan

Conrardy Micheal

Vogat Morgan

M Morson

Baverle Nathan

Gregory Nathan

Oladepo Olumole

Francois Onovaro

Megan Osayande

Daniel Payan

Jose Peret

Patel Priyesh

Kyasnichi Rafal

Azhar Rahman

Ravel Robin

Mike Sipusich

Micheal Spuside

Ainsworth Thompson

Schreminti Tori

William Torres Amesty

Adam Villar

YU Xiong

Nderim Zenuii

Jing Zhang

MAJOR

ACSC

MGMT

FIN

MBA

ACSC

MBA

MBA

FIN

MGMT

MSAF

MBA-FIN

ACSC

ACCT

MAS

MBA

ACSC

FIN

MBA-FIN

MSAF

MBA-FIN

FIN

ACSC

ACSC

MSRE

MKTG

ACSC

Mathematics

ACSC

FIN

FINPlease note the HCB students, combined, visited the Bloomberg terminals over 200 times this past academic year.

HELLER COLLEGE OF BUSINESS

UNDERGRADUATE

Accounting

Finance

Human Resource Management

Management

Marketing

Social Entrepreneurship

GRADUATE

Master of Business Administration (MBA)

Master of Science in Accounting (MSA)

Master of Science in Accounting Forensics (MSAF)

Master of Science in Human Resource

Management (MSHRM)

Master of Science in Real Estate (MSRE)

At the Walter E. Heller College of Business, Roosevelt offers business education with today’s economy in mind. Our degrees keep

a tight focus on practical application and success in today’s global corporate environment that integrates an emphasis on personal

and professional integrity, as well as the importance of social responsibility.

Our mission: Roosevelt University’s Walter E. Heller College of Business provides a diverse population of students the best

opportunity to develop critical skills necessary for success. This education emphasizes professional integrity, sustainable business

practices, and global engagement.

Our students learn and experience leadership critical thinking, business marketing, finance, operations, management and

information technology giving them an edge in the workplace. Students also benefit from practical experience and real-world

access achieved through internships available at leading Chicago-area businesses and the dynamic instruction and guidance from

our seasoned faculty and staff.

DEGREE PROGRAMS

CCCF ANNUAL REPORT

CONTACT USHeller College of Business

roosevelt.edu/businessChicago Campus: (312) 853-4750

Schaumburg Campus: (847) 619-8820

Clearing Corporation Charitable Foundationroosevelt.edu/Business/CCCF

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15 1 THE CLEARING CORPORATION CHARITABLE FOUNDATION