Columbia Business School Private Equity Club Kick-Off Meeting September 15, 2016 Columbia Business School Private Equity Club
Columbia Business SchoolPrivate Equity Club
Kick-Off Meeting September 15, 2016
Columbia Business SchoolPrivate Equity Club
Columbia Business SchoolPrivate Equity Club
Private Equity Club Overview
The Club
Historically the largest student-run club at CBS >550 members
~35 Officers
Largest student-run conference
The Mission
The Resources
Leverage student experience and initiative to Prepare, Position and
Place
Introduce the uninitiated
Educate the curious
Support and enable the qualified
Foster appreciation for CBS in the PE+VC community
Expand PE programming and community standing by leveraging:
Club member relationships
The Private Equity Program
Dean Hubbard, CMC and various EIRs
Distinguished alumnae
Columbia Business SchoolPrivate Equity Club
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Other Resources: CMC and Private Equity Program
Career Management Center Private Equity Program
Diana Levine
CMC PE Advisor
Greta Larson
PEP Assoc. Dir.Prof. Margaret Cannella
PEP Admin. Dir.
Key Roles Key Roles
On-campus recruiting & enterprise search
advising
Resume help and interview prep
Career Fellows
Career Coaches
Deal Camp
Private Equity Fellows (for 2nd years)
Alumni engagement
Columbia Business SchoolPrivate Equity Club
Other Resources: Coaches, Fellows & EIR
Columbia Coaches:
• Professor R.A. Farrokhnia ’04 ; Nicholas Kalogeropoulos ’93’ Jaitin Gupta EMBA ‘07
Career Fellows:
• Juan Carillo ’17; Adam Walder ’17
Executive in Residence: (Schedule Appointments via Julie Adams)
• Gary Appel ‘77
Columbia Business SchoolPrivate Equity Club
CBS Private Equity : AlumniAlumnus Firm Title
Jeff Barber Managing Director
Stacey Bishop General Partner
Russ Carson General Partner and Co-Founder
David DeLeeuw Co-Founder and Chairman
Mark Dzialga Chairman of Investment Committee
Paul Ferri Founder and General Partner
Mark Gallogy Managing Principal and Founder
Habib Kairouz Managing Director
Henry Kravis Founding Partner
Alan Patricof Founder
Lionel Pincus Founder
Paul Queally Co-President
Joe Rice Co-Founder and Chairman
Brian Rich Co-Founder and Managing Partner
Columbia Business SchoolPrivate Equity Club
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Prepare
Position
Place
Breadth of Students Participating
Ded
icati
on
of
Stu
den
t
Helping our best students land
at the best firms
Exposing our members to
industry players and decision
makers and vice-versa
Amplifying the curriculum with
educational panels and real-
world insights
Goal: Improve visibility and recruitment yields in the Private Equity industry
Our Mission: The 3 P’s
Columbia Business SchoolPrivate Equity Club
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Private Equity
Immersive
Workshops
Educational
Programming
Competitions
Intensive workshops covering the skills/insights required in
Private Equity, concluding with an immersive one day case
where students work on an actual investment
Panels and workshops focusing on developing critical skills
for a career in Private Equity and beyond (i.e. Credit
Agreement and Purchase Agreement negotiation, LOI
drafting, financial modeling, deal sourcing, due diligence)
Four dedicated PE Competitions
Prepare – Understand the Industry
Columbia Business SchoolPrivate Equity Club
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Panels & Speakers
Fund Visits and
Treks
Conference
Hosting industry leaders ranging from impact investing to
large-cap LBOs
Visits to top funds in NYC as well as week long ‘treks’ to
London and Latin America
Bringing >800 PE+VC professionals community together to
learn and network
Position – Gain Exposure to the Industry
Columbia Business SchoolPrivate Equity Club
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Resume Book &
Headshots
Young Alumni
Board
A resource for firms looking for qualified and vetted interns
and associates
A collective group of recent graduates in the industry,
dedicated to facilitating the success of the club and its
members
Place – Get Experience with Top Funds
Internship SourcingActive outreach by our connected club members for school
year and summer internship opportunities
Columbia Business SchoolPrivate Equity Club
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Last year Private Equity hosted 40+ events, bringing
together leading investment professionals and students
Speakers
Education
& Training
20%
34%17%
Site Visits
19%
Competitions
10%
Other
Event Type2015-2016 Academic Year; % of Total
Featuring top industry
practitioners and alumni
Selected Events2015-2016 Academic Year
Search Fund Panel
PE Trek (London)
Young Alumni Panel
LBO Competition
PE Interview Prep with Alumni
Networking Night
Annual Conference
Columbia Business SchoolPrivate Equity Club
PEVC Upcoming Events and ProgrammingEvent Date/Time
PEVC Bootcamp 1 Sept 10th
PEVC Bootcamp 2 Sept 17th
Impact Investing w/ Bain Capital Sept 21st
Crafting an Investment Thesis Mid October
PE Monthly Mixer Mid October
Interview Training Session Late October
Restructuring Competition Mid/Late October
Understanding Auction Processes Early November
London Trek Thanksgiving
Private Equity Program Deal Camp December
Asia PE Trek TBD
LatAm PE Trek TBD
LBO Competition Early February
22nd Annual PEVC Conference March 3rd, All Day
Restructuring Deal Camp Spring 2015
J-term PE crash course Spring 201511
Columbia Business SchoolPrivate Equity Club
PE Key Initiatives
Professional
Development &
Education
Alumni/industry professional panels
PE Bootcamps / J-term PE crash course
Modeling and interview prep sessions
TTS and WSP workshop sessions (LBO, Restructuring, M&A)
Career Development
Recruiting (in-bound opportunities and PE Resume Book)
Fund Visits in NY
Host on-campus and off-campus events for our club members
Increased emphasis on off-campus events this year
International Asia, LatAm & London treks
International oriented events
Conference Largest student-run conference at CBS (800+ attendees)
Operations /
CommunicationsInteracts with all board activities
Competitions LBO (Wharton, NYU, Rotterdam, CBS internal)
Restructuring
Social Alumni cocktail reception (one per semester)
Monthly social events (informal)
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Columbia Business SchoolPrivate Equity Club
PE Program Deal Camp – December 2nd – 4th
Inter-active presentations and case studies from a variety
of industry professionals
An intimate and high-intensity learning environment
away from everyday distractions
Nightly sit-down dinners with speakers and attendees
Information session to be held in the fall
Every winter the Private Equity Program offers an intensive weekend
of presentations and networking for students and alumni
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Columbia Business SchoolPrivate Equity Club
Annual CBS PEVC Conference
Conference TeamKeynote Speakers
Selected Media Coverage
David
Rubenstein
Last year’s 22nd annual conference brought 1,000 professionals, alumni, and students to The Marriot
Marquis Times Square for a day of candid discussion on the state of the industry
Work has already begun on the 23rd Annual Conference, set for March 3, 2017 14
Anton Levy Molly Ashby
Wayne
Berman
Columbia Business SchoolPrivate Equity Club
London PE-Trek
The PEclub will be hosting our annual PE-Trek to London over Thanksgiving
Highlights from last year:
― Visited Apollo, Bain Capital, Advent, Cerberus and KKR among other funds
― Session with leading London PE recruiting firm PER
― Several of the funds visited encouraged trek attendants to submit applications for full-time positions
The Trek has a limited amount of spots (10), attendance will be application based
― Commitment to attend all Trek events
― You arrange your own flight and accommodation
More information to follow in October – stay tuned!
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Columbia Business SchoolPrivate Equity Club
International Development – LatAm & Asia
Responsible for organizing the
PE-trek to Latin America or Asia
Treks to Brazil/Chile and Asia in
previous years
We are seeking AVPs:
― Support from PEVC’s
International Committee
CHINA TREK
Co-ordinated Alongside
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Columbia Business SchoolPrivate Equity Club
• Capital IQ: Contact [email protected] and [email protected] (Ignacio Sanchez) for username and password. For active, on-campus students only.
• New York Times DealBook Andrew Ross Sorkin edits this must-read PE and all things finance site.
• Preqin: Current reports, trends, fund lists. (Watson Databases) Download select reports in the Career Management Library.
• PEHUB: Interactive forum for the global private equity community
• PitchBook: Sign up for essential FREE daily newsletter.
• Zephyr: Global current deals, also key for banking and finance, updated hourly. (Watson Databases)
Select Private Equity Digital Resources
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Columbia Business SchoolPrivate Equity Club
Media,
CommunicationsCompetitions
Speakers
Meet the Executive Board
Careers
[ ]
Social
Alex SidemanLorenzo Prada
Arpon Ray Daniel Rudyak
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Charles Pippen Ron Ahuja Fitz Robertson
Co-Presidents
Clayton SachsBrett Lacher
Education
Arti Batta Dan Yu
Careers
Erin Kelly Leonardo Farah John Burns18
Columbia Business SchoolPrivate Equity Club
Conference VPs
Meet the Executive Board
Structured Debt
Aleksandra Krueggeler
David Steinhardt Kevin Collins Tulio Purtill
Conference Co-Chairs
Rob ZizzaJessica Lucchese
Mentorship
James CheungKen Clark
Speakers Speakers Operations Sponsorship
Femie Sonuga Alex Romoff Alan Schlanker
International
Felipe Pereira Venika Kapur Mehmet Tuncer
Club Liaison
Andrew Carr19
Columbia Business SchoolPrivate Equity Club
AVP Positions
Available VP Positions: Media & Communications
Available AVP positions for first year students:
― Conference (4 Speakers, 2 Sponsorship, 2 Marketing & 2
Operation)
― Competitions (2)
― Education (2)
― Mentorship (1)
― Club Liaison (1)
― Speakers (2)
Process:
― Position descriptions to be emailed out Monday 9/19
― Applications due by Friday 9/23 EOD (5pm ET)
― Interviews to follow
― Careers (2)
― International (4)
― Social (1)
― PE Operations (2)
― Structured Debt (1)
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Columbia Business SchoolPrivate Equity Club
Q & A?
Sign-up for PEVC Membership online at
https://www6.gsb.columbia.edu/clubform/
For club questions, contact co-presidents
― Bret Lacher ([email protected])
― Clayton Sachs ([email protected])
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