1993
Peter Ricchiuti founds Freeman Reports, a non-credit equity analysis program that initially features 16 students covering six Louisiana public companies. The program would eventually be renamed Burkenroad Reports.
1995
Borden Chemical Inc. is acquired by Kohlberg Kravis Roberts & Co., becoming the first Burkenroad company to be bought out.
The Wall Street Journal becomes the first national publication to profile Burkenroad Reports.
Student volunteers work the registration table at the Burkenroad Reports Investment Conference.
1996
The inaugural Burkenroad Reports Investment Conference is held. Senior management from 18 Burkenroad companies attend the conference to deliver presentations to an audience of institutional and private investors.
1997
The Chronicle of Higher Education highlights Burkenroad Reports.
1998
Freeman Reports is renamed Burkenroad Reports in recognition of a gift from Jane Burkenroad Bories (N ’51), Peggy Burkenroad Selber (N ’53) and Aaron Selber Jr. (BBA ’50) in honor of William B. Burkenroad Jr. (BBA ’23), former chairman and CEO of J. Aron & Co., one of the nation’s leading coffee importers.
1999
Burkenroad Reports is profiled in The New York Times.
2000
KLLM Transport Services is acquired by High Road Acquisition Corp., becoming the 10th Burkenroad company to be bought out since the program’s inception.
2001
In April, Ravi Suria (MBA ’95), managing director of Duquesne Capital Management, receives the inaugural Rising Tide Award. The award, presented annually at the Burkenroad Reports Investment Conference, recognizes outstanding young alumni in the investment field. With partial funding from the Inter-American Development Bank, the Freeman School launches
Burkenroad Reports for Latin America, a satellite program that focuses on Latin American companies. The research is conducted by doctoral students in the Freeman School’s Latin American Faculty Development PhD program.
In December, Hancock Horizon Investments, a unit of Hancock Whitney Bank, launches the Hancock Horizon Burkenroad Small Cap Fund, a mutual fund inspired by the Burkenroad program that uses its investment reports as a primary source of research.
2003
FORTUNE magazine highlights Burkenroad Reports.
Burkenroad Reports is featured on the nationally broadcast PBS show “Wall Street Week.”
The Burkenroad Report, a weekly business news segment produced by the Freeman School and hosted by Peter Ricchiuti, debuts on the WWL-TV “Morning Show.” The report, which was later hosted by Mark Rosa and Kurt Gerwitz, would air on the Morning Show for nearly 15 years.
2004
U.S. News & World Report profiles Burkenroad Reports.
The PBS news show “Nightly Business Report” features a segment on Burkenroad Reports.
2005
Jim Glassman, managing director and head economist for Commercial Banking at JPMorgan Chase, serves as keynote speaker at the Burkenroad Reports Investment Conference.
2006
Kiplinger’s highlights Burkenroad Reports and the Hancock Horizon Burkenroad Small Cap Fund in the feature “Gulf Coast Fund Thrives After Hurricane Katrina.”
Matt Simmons, chairman of Simmons & Co. International, serves as keynote speaker at the Burkenroad Reports Investment Conference.
2007
David Chavern, executive vice president and chief operating officer of the U.S. Chamber of Commerce, serves as keynote speaker at the Burkenroad Reports Investment Conference.
2008
ENERGYSOUTH INC. is acquired by Sempra Energy, becoming the 20th Burkenroad company to be bought out since the program’s inception.
Al Goldman (BBA ’56), chief market strategist with Wells Fargo Advisors, serves as keynote speaker at the Burkenroad Reports Investment Conference.
Ricchiuti accompanies 27 Freeman students to Omaha to meet with the “Oracle of Omaha,” Berkshire Hathaway Chairman and CEO Warren Buffett. The students participate in a two-hour Q&A session with the legendary investor, who also spends time posing for photos with the students.
2009
Bill Nasgovitz, chairman, CIO and portfolio manager of Heartland Advisors Inc., serves as keynote speaker at the Burkenroad Reports Investment Conference.
2010
Peter Ricchiuti begins hosting “Out to Lunch,” a weekly business radio show on New Orleans NPR affiliate WWNO.
Jim Paulsen, chief investment strategist at Wells Fargo Capital, delivers the keynote address at the Burkenroad Reports Investment Conference.
Burkenroad Reports is featured in The Financial Times.
Kiplinger’s features Burkenroad in a story about energy gems on the Gulf Coast.
Investment guru Jim Cramer brings his popular CNBC TV show “Mad Money” to Tulane for a live broadcast that highlights Burkenroad Reports.
2011
Fred Speech Jr., founder of Speech Thorson Capital Group and past chair of the board of governors of the CFA Institute, serves as keynote speaker at the Burkenroad Reports Investment Conference.
THE BOSTON GLOBE highlights Burkenroad Reports.
2012
Jason DeSena Trennert, chairman and chief executive officer of Strategas, delivers the keynote address at the Burkenroad Reports Investment Conference.
2013
Joel Greenblatt, managing principal and co-chief investment officer of Gotham Asset Management, serves as keynote speaker at the Burkenroad Reports Investment Conference.
2014
Peter Ricchiuti’s Stocks Under Rocks: How to Uncover Overlooked, Profitable Market Opportunities, a guide to investing based on his 20 years at the helm of Burkenroad Reports, is published by FT Press.
Teche Holding Co. is acquired by Iberiabank Corp., becoming the 25th Burkenroad company to be bought out.
Charles L. Fabrikant, executive chairman of the board, president and CEO of Seacor Holdings Inc., serves as keynote speaker at the Burkenroad Reports Investment Conference.
Burkenroad Reports wins the 2014 Reimagine Education Award for Best Teaching Delivery. The award is presented annually to recognize innovative programs that enhance student learning and employability.
2015
Mario Gabelli, chairman and CEO of Gabelli Asset Management Co., delivers the keynote address at the Burkenroad Reports Investment Conference.
In a feature that examines how business schools develop innovative programs, BizEd Magazine highlights Burkenroad Reports.
2016
Based on its performance since 2001, Thomson Reuters Lipper ranks the Hancock Horizon Burkenroad Small Cap Fund as the NO. 1 FUND in the small cap blended category and the No. 15 fund in the equity category. In earning that ranking, the Burkenroad Fund outperformed more than 7,000 funds in the category, placing it in the top .1 percent of equity funds.
Peter Tuz (MBA ’84), president and director of Chase Investment Counsel Corp., serves as keynote speaker at the Burkenroad Reports Investment Conference.
2017
Doug Kass, president of Seabreeze Partners Management Inc., serves as keynote speaker at the Burkenroad Reports Investment Conference.
2018
David M. Joy, chief market strategist and portfolio manager at Riversource Investments, delivers the keynote address at the Burkenroad Reports Investment Conference.
Willbros Group Inc. is acquired by by Primoris Services Corp., becoming the 44th Burkenroad company bought
out since the program’s inception.
Former students, friends and colleagues donate more than $600,000 to the Freeman School to establish the Peter Ricchiuti Professorship in Finance.
