Congratulations to Leo Li, David Rubenstein, Eric Winkler for passing Level I of the CFA exam. This exam is the first step in earning the Chartered Financial Analyst® (CFA) credential, the most respected and recognized investment management designation in the world. This exam has only a 43% pass rate. All three students were awarded scholarships through Gatton to take the exam.


The Gatton College of Business and Economics is proud to announce the first University of Kentucky stock pitch competition in spring 2018. This event provides an opportunity for students to carry out creative, value-added research in stock investing and to obtain real-world insights about business. Sponsored by the John H. Schnatter Institute for the Study of Free Enterprise and the Gatton College, the competition is open to all students enrolled full-time in undergraduate or master’s-level programs at the University of Kentucky.


Leonce Bargeron presented “What is revealed when firms repurchase against short selling?” (with Alice Bonaime) at the 2018 American Finance Association meeting in Philadelphia.


The Pelissier Scholarship and NYC Trip Application for 2018 is now open through January 26, 2018. The visit will be in New York City from May 16, 2018 to May 24, 2018. Visits to Goldman Sachs, JP Morgan, Morgan Stanley, Credit Suisse, Deutsche Bank, KKR, Mizuho, Redburn, NYSE and other firms will be scheduled during the period. Visits will vary in length from one to three hours and occasionally may exceed three hours. Evening visits may be scheduled. A faculty member will be leading the trip.


Will Gerken has been named associate editor of the Journal of Corporate Finance.


Current seniors interested in obtaining the CFA certification:

The early registration deadline for the June 2018 exam has been extended to Wednesday, September 27.

The total fees for first time test takers are $1,100. This is composed of two parts: test fees of $650 (includes eBook, practice questions and mock exams) and a one-time registration fee of $450. A physical copy of the book is an additional $150 plus shipping and handling.


“Although only a small fraction of financial advisors ever commit fraud, many of the advisors who do are linked through their career paths. We ask why this pattern occurs — does misconduct spread like a disease?”


Richard Hunt, a Director at Koch Equity Development, will meet with students 6pm-7pm on Wednesday, September 6, in Woodward Hall, Gatton 307, to discuss work in private equity and a 2018 summer internship position at Koch Equity Development, the acquisition and investment arm of Koch Industries.


Until now, no master of finance degree program existed in the state of Kentucky. That is changing this week as the University of Kentucky’s Gatton College of Business and Economics officially launches its new professional Master of Science in Finance (MSF) degree.


Leonce Bargeron’s paper, “What is the shareholder wealth impact of target CEO retention in private equity deals?” (with Frederik Schlingemann, René Stulz, and Chad Zutter) has been accepted for publication at the Journal of Corporate Finance.