Meeting Agenda
1) Today we welcome back to the hill Daniel
Kilmurray to speak to our club about the Financial
Services Industry.
2) Next week we will resume our normal meeting
agenda and complete our allocation initiative.
3) We have bought and sold over 20 positions this year
marking one of the most active semesters in Club
history.
Daniel Kilmurray
Lafayette College Class of 1975
Dan’s Financial Services career began at Merrill Lynch in 1981 which transitioned into a research
associate role at Laidlaw, Adams, and Peck in 1982 (covering the entertainment, toy, and game
industries).
He joined Kidder Peabody & Co in 1984 as a financial advisor and hedge fund sales specialist.
He has remained at the survivor firm (PaineWebber merger and UBS merger) over the years in
essentially the same role.
His team of 8 professionals manages over $2.0 billion in assets and generates investment ideas to the
U.S. institutional community.
Dan has been a member of the Chairman’s Council since 1987, and has been named one of Barron’s
Top 100 Financial Advisors.
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