Finance & Investment Club September 19 th, 2012 PHO 206 General Meeting #2.

Finance & Investment ClubSeptember 19th, 2012PHO 206

General Meeting #2

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The 2012-2013 Executive Board

Christopher KovalikPresident

Knut KirchoffVP - Operations

Joseph McNiffVP - Investment Research

Xun Yao ChenVP - Investment Research

Stefan BellVP - Corporate Relations

Andrei TapligaVP - Technology

Ashwin TelukuntlaVP - Investment Management

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Introduction to the Finance Club at Boston University

Long-term Goals

Education To offer an educational, real-life opportunity for

aspiring investment professionals

Community To foster lasting relationships amongst our

membership in Boston University and beyond

Alpha To continue professional procedures to

maintain an alpha generating process

Growth Personal, career and fund growth

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Interview Guidelines

General tips:

Bring extra copies

List your GPA if it is above 3.0

Do not put periods at the end of sentences

Make sure they are relevant

Proper formatting:

http://www.mergersandinquisitions.com/investment-banking-resume-university-student/

Resume Tips

General tips:

Be properly dressed

Be specific, concise, and relevant

Send thank you letters

Strong hand shakes (Western Culture)

“Tell Us About Yourself”

Sets the tone for the rest of the interview

Introduce yourself

What makes you unique!?

Key points why you should be hired

Find out what potential employers want

Interview Tips

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Interview Guidelines (Cont’d)

Research and Analytical Skills Communication Skills Leadership Potential (especially for SA) Passion & Experience

You get different experiences as SA and IA

What were we looking for?

Four types of valuation?

Public valuation comparable

Discounted cash flow (DCF)

Merger and acquisitions valuations (also called transaction comparable)

Leverage buyouts (Private Equity firms use this)

There is also a fifth: liquidation value!

Sample answers

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Interview Guidelines (Cont’d)

I am a sophomore at Boston University, studying ____________. I participated in Finance Club as a ______, looking at ________ industry, where I

researched________ I believe I am well suited for this ________ position because 1. I have experience leading a

team through my academic project, and 2. I am passionate about investments, having interned _____ or made an investment in ________.

“Tell us about yourself”

…and now for the results of this weekend’s interviews.

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BUFC Investment Research 2012-2013

Investment Research Senior Analysts

Healthcare Raditya Purwahjo Roy TongMaterials Stafani Wan Andrew HuiConsumer Jeevan Parameswaran Margaret TherrienTechnology Evan Radkey Jimmy LuoIndustrials Jake Siegel Esther TayReal Estate Gwen Yang Christian WooTelecom & Media Paul Camomilli MJ VasquezEnergy David Sell Jeremy Lim

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BUFC Investment Management 2012 - 2013Investment Management Sector Heads

Vice President of Investment Management Ashwin Telukuntla

Head of Real Estate Investments Kento OkamotoHead of Technology Investments Vivian ChenHead of Consumer Investments Andrew WaltersHead of Industrial Investments Jeff TaylorHead of Materials Investments Yuzhao WuHead of Healthcare Investments Fadi HumaidHead of Telecommunications and Media Investments Maxim SkudarnovHead of Energy Investments Alex Puglisi

Investment Management Associates

Sector Specialization Malcolm AngusReal Estate, Technology, Sheng WangTelecommunications & Media, Arlind HoxhaHealthcare Stephen MashaalSector Specialization Kevin NgIndustrials, Materials, Ruby NimkarConsumer, Energy Samreet Singh

Brent Donenfeld

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Finance Club Resources

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Finance Club Resources (cont’d)

BU INVEST LOG-IN INFORMATION:

Username: bufcmember

Password: 12bu2012

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Finance Club Resources

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Finance Club Resources

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Resources

2012 Senior Analyst Guide BookOver 75 pages of information & how-to guides for valuation

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Resources (cont’d)

Excel Practice Book (Financial & Excel Modeling)

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Finance Club Roles & Positions

President, VP Corporate Relations, VP Investment Management, VP Investment Research, VP Operations, VP Technology

Executive Board MembersResponsible for planning and executing

strategic direction of the club

Investment Management Focused Industries:

Materials, Industrials, Energy, Real Estate, Healthcare, Technology, Telecommunications & Media, Consumer Products, and Fixed Income

Responsible for finding investment opportunities across several industries within

teams.Investment Associates

Responsible for managing the Undergraduate Investment Fund, and its performance.Sector Heads

Investment Research Focused Industries:

Materials, Industrials, Energy, Real Estate, Healthcare, Technology, Telecommunications & Media, and Consumer Products

Senior AnalystsResponsible for engaging and training junior

analysts in creating quality investment research and presentations.

Junior AnalystsResponsible for researching and analyzing

industries and companies, working side by side with other junior analysts and senior analysts.

Talk

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Finance Club RolesInvestment Management Focused Industries:

Materials, Industrials, Energy, Real Estate, Healthcare, Technology, Telecommunications & Media, and Consumer Products

Sector Heads

Responsible for covering current investment positions in each sector as well as identifying possible micro-sectors for

investment opportunities.

Associates

Responsible for making investment recommendations in certain sectors and micro-industries identified by Sector Heads.

Investment Research Focused Industries:

Materials, Industrials, Energy, Real Estate, Healthcare, Technology, Telecommunications & Media, and Consumer Products

Senior Analysts

Responsible for engaging and training junior analysts in creating quality investment research and presentations.

Junior Analysts

Responsible for researching and analyzing industries and companies, working side by side with other junior analysts and

senior analysts.

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IM Update: WCN

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Your Future in Finance

The Single Best Networking Opportunity of the Fall Semester

When: Saturday, September 29th from 8:15am to 4:15pm at SMG

Block 1: Exploring a Career in Finance, Managing your Career Progression, Global Career PerspectivesBlock 2: Valuation Analysis in Action, How to Pitch a Stock Idea, Techniques in Microsoft Excel

Block 3: Digging into the Details of Retail, Credit Analysis: Analysis, Relevance, and Non-Target Recruiting

Mock Interviews will also be held during Block 1

Register online by 9/21/2012, spots are full and a waiting list has been formed

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Day on the Job With the Equity Department @ MFS Investment Management

Friday, September 28 – 11am to 1pm

Who we are:- Boston-based global asset manager with 20 global offices and $285 Billion in assets under management

Our Equity Research Associate Program- Working on a sector team, our equity research associates assist analysts in recommending stocks to

portfolio managers. Associates assist heavily with building models, project-oriented proprietary research, and in meetings with company management teams. We have opportunities to work in multiple sectors and gain knowledge on stock-picking across industries, in an academic environment that encourages constant learning.

Enjoy pizza with us and learn about Investment Management at MFS- Meet our recruiters and learn about our recruitment process for the Equity Research

Associate Program- Hear from post-undergrad associates about entry into the field- Talk to post-MBA analysts about their stock-picking process- Listen to experiences from Portfolio Managers- Network with BU alums at MFS- Learn more about our culture ahead of recruitment

11:00-11:30am: Welcome with Managers of the Equity Research Associate Program11:30-12:00pm: Q+A with BU Alumni at MFS12:00-12:45pm: Lunch Panel with Equity Research Associates

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Day on the Job With the Equity Department @ MFS Investment Management

Friday, September 28 – 11am to 1pm

Who we are:- Boston-based global asset manager with 20 global offices and $285 Billion in assets under management

Our Equity Research Associate Program- Working on a sector team, our equity research associates assist analysts in recommending stocks to

portfolio managers. Associates assist heavily with building models, project-oriented proprietary research, and in meetings with company management teams. We have opportunities to work in multiple sectors and gain knowledge on stock-picking across industries, in an academic environment that encourages constant learning.

Enjoy pizza with us and learn about Investment Management at MFS- Meet our recruiters and learn about our recruitment process for the Equity Research

Associate Program- Hear from post-undergrad associates about entry into the field- Talk to post-MBA analysts about their stock-picking process- Listen to experiences from Portfolio Managers- Network with BU alums at MFS- Learn more about our culture ahead of recruitment

11:00-11:30am: Welcome with Managers of the Equity Research Associate Program11:30-12:00pm: Q+A with BU Alumni at MFS12:00-12:45pm: Lunch Panel with Equity Research Associates

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David Park from Allied Minds

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BUFC Investment Research Teams Fall 2012

Healthcare Materials

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BUFC Investment Research Teams Fall 2012

Consumer Technology

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BUFC Investment Research Teams Fall 2012

Industrials Real Estate

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BUFC Investment Research Teams Fall 2012

Telecom & Media Energy

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E-mail ([email protected]) with any questions

Today’s dinner spot:Scoozi

Next Meeting:Wednesday, 9/19 in PHO 206

Come in business casual; we have a speaker!

Next Steps

Come talk to us!