Field trip to underwriter Bank of America Merrill Lynch
Bank of America Merrill Lynch Underwriter Logo


Who   41 rising juniors and seniors from Houston high schools- Chavez, Chinquapin, Davis, Harmony Science, KIPP, Madison, Reagan, Sam Houston, Sharpstown, Wheatley, Yates, YES Prep
What   First-hand exposure to the fundamentals of finance, energy, and the world of business
When   June 12 – 26, 2015 (weekdays), 9am – 4pm | June 27, 2015 (Saturday), 11am – 2pm
Where   Rice University’s Jesse H. Jones Graduate School of Business - McNair Hall

Primary Goals  

  • Interest a group of ambitious high-school students from low and moderate income communities to the world of business, broadening their expectations of career paths that are possible for them
  • Sow seeds for developing diverse business leaders for Houston’s future.

Guest Speakers
Students have access to the expertise and insights of Rice University and Jones School faculty:

  • Professor Jefferson Duarte – The Financial Markets and the Free Market Model
  • Professor Jill Foote – Stock Analysis
  • Professor Morgan Grace – Giving Team Presentations
  • Professor Clark Haptonstall – Sports Management
  • Professor Kim Kehoe – Leadership
  • Jones School Senior Associate Dean Barbara Ostdiek
  • Professor Beth O’Sullivan – Professional Networking
  • Professor Amit Pazgal – Marketing
  • Professor Rick Schell – Introduction to Business
  • Professor Doug Schuler – Business Ethics Case Study

Field Trips
Students explore the business world first hand with trips to our underwriter and corporate sponsors:

  • Bank of America Merrill Lynch Commodities hosted by Dennis Albrecht and Molly Roberts
  • ConocoPhillips hosted by Barbara Rodgers and Fran Vallejo (Rice MBA ’96)
  • The Houston Texans front office hosted by Charles Hampton (Rice ’09)
  • Federal Reserve Bank of Dallas (at Houston) hosted by Susan Kizer

Corporate Sponsor
Students gain a further understanding of the business world through corporate sponsor presentations:

  • Salient Partners – James Sivco – Equity Analysis
  • Stuart PC – Larry Stuart

Field Trip Photos:

Field trip to underwriter Bank of America Merrill Lynch

Field trip to sponsor ConocoPhillips

Field trip to sponsor Houston Texans

Hands-on Learning, College and Career Presentations
Students dive into learning with exercises on tools, business communications, and real world cases:

  • Team-building exercises including a fun competition to drop an egg from the second story of McNair Hall
  • Communications exercises – PowerPoint, making presentations, networking
  • Stock market simulation in the El Paso Corp. Finance Center – James Lenz (Rice MBA ’07)
  • Building Your Social Network – Liana Lopez
  • Entrepreneurship and Venture Capital ‘Pitch’ Competition – Jeff Reichman – January Advisors

Students also receive nuts and bolts assistance on planning for college and careers

  • Jones School Director of Career Development Marie Bergeron – Resume Writing
  • Rice University Assistant Director of Admissions Brandon Mack – College Tips
  • Jones School Associate Director of Employee Relations Yolander Albert – Career Paths

Team Stock Analysis / End-of-Institute Awards Luncheon
During the final few days of the Institute, cross-school teams conduct an in-depth analysis of a retail stock. The Institute culminates with team presentations followed by an Awards Ceremony / Luncheon.

The 2015 Instruction Team
Students benefit from a program planned and executed by an experienced team of Jones School faculty:

  • Professors Jill Foote (Rice ’87), Morgan Grace, Beth O’Sullivan, and Rick Schell (Rice ’75, ‘76)
  • Rice Staff Members Sara Brooks and James Lenz (Rice MBA ’07)
  • Teaching Assistants Leslie Hernandez (Reagan ‘15) and Dylan Smail (Harmony Science ‘15)
2015 Sponsors