Carleton Investment Forum at Berkshire Hathaway Annual Shareholders Meeting

Financial Analysis Simulation with Drew Weitz ’02

April 18, 2021 @ 2 p.m.

Join Drew Weitz ’02, Director of Equity Research and Portfolio Manager for Weitz Investment Management, for a facilitated financial analysis simulation. In this simulation, students learn to identify typical industry characteristics revealed in financial data. Equipped with an interactive and flexible set of tools, students analyze disguised financials and — using their knowledge of operational practices and reasoning skills — match them to real companies and their descriptions. The simulation includes access to accompanying finance course materials through the Harvard Business School.

NOTE: The registration deadline is noon on Wednesday, April 14th as you will need time to review course materials that will be provided through the Harvard Business School.


Network with Carleton Alumni Finance/Investment Professionals

May 1, 2021 @ 2 p.m.

Because of the ongoing pandemic, we will be unable to travel to Omaha for the Annual Berkshire Hathaway Shareholders Meeting. However, because the shareholders meeting is virtual, this is an opportunity for us to invite and involve Carleton alumni regardless of their geographic location, thereby providing students with a greater breadth of insights into finance and investment career fields. Alumni from a few of the organizations include Barclays, Deutsche Bank, Wells Fargo, and Stanford Management Company. 

Join 10-12 Carleton Alumni on Saturday, May 1st at 2 p.m. for a virtual networking opportunity with finance and investment professionals via the Gather.Town platform. RSVP via Handshake to receive updates pertaining to this event!


Travel to Omaha for Annual Berkshire Hathaway Shareholders Meeting 

May 2022

Warren Buffett, CEO of Berkshire Hathaway, is highly regarded and recognized for his investing insights and expertise. Subsequently, this meeting has become a highly anticipated event by many professionals in numerous industry sectors. Carleton secures admission for students to attend the Berkshire Hathaway Annual Shareholders Meeting in early May in Omaha, Nebraska. The meeting hosts upwards of 40,000 attendees every year who come to listen to Warren Buffett and Charlie Munger discuss their investment decisions in a question and answer format.

Meetings with Carleton alumni have included:

Application Process and Participation Requirement:

Carleton students of any class year are eligible to participate, and the college covers travel, lodging and some meal expenses. To apply, submit a résumé and cover letter outlining your interest in participating in this event.  In particular, please address your interest, experience, and career goals relating to business.

Application deadline TBD. Submit application materials via the Handshake.