BU Finance & Investment ClubSpring 2013

General Meeting - Career Opps

 

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Your Future in Finance Survey

The link is on the Finance & Investment Club Facebook Page!

Your input will be directly be used to construct Fall 2013's Your Future in Finance and the Alumni who will be invited to attend.

The survey includes potential seminars that we would like for you to rank how likely you are to attend.

You must answer the survey if you plan on attending the Wall Street Trip.

Your answers will not affect your candidacy for the limited Wall Street Trip sign ups.

 

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Timeline for Finance Club

April 5th – 7th E-Board Interviews!

April 14th – May 1st Final Round Presentations

April 19th Wall Street Trip!

May 1st

Last General Meeting!

April 26th – 28th Summer Team Interviews!

 

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Meeting Schedule

Weekly IM Update

Wall Street Trip

Current market movements across our portfolio

Update on Wall Street Trip

Career Opportunities Full-time prop trading and investment banking

Executive Board Interviews Two weeks away! Pre-assignment required

 

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Weekly IM Update

 

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IM Weekly Update – Energy Sector

Sector Head: Alex PuglisiCurrent Holdings Update:• Kodiak plans to spend about $740 million in 2013 to drill 75

net wells. This will be partially funded through its cash from operations while the company will be tapping its credit facility to fund the balance

Sector Update:• Mexican government is working to overhaul the state-run sector to attract private investment to complex offshore resources.• Natural-Gas Futures Climb to Highest Level Since September 2011 ($3.97)

Sector Holdings

TickerKodiak Oil & Gas: KOG

Market Capitalization:Kodiak Oil & Gas: 2.42B

Performance (YTD):Kodiak Oil & Gas: -2%

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IM Weekly Update – Consumer Sector

Sector Head: Chris Kovalik Current Holdings Update:• Crocs opened 201 retail sites in 2012, global count to 537• Expects to add 70 to 95 more this year• Most of these are full retail stores vs. pop-up kiosks• Concerns with China & Europe

Sector Update:• U.S. Retail Sales Up Solid 1.1% in February• 236,000 new jobs in Feb• Discount sales rose 0.5 percent in February, non-disc.fell 1%• Consumer confidence surprise in march (decline)

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Sector Holdings

TickerStock #1: RUEStock #2: CROXStock #3: PSCDStock#4: PSCC

Market Capitalization:Stock #1: 0.69BStock #2: 1.36BStock #3: nmStock#4: nm

Performance (YTD):Stock #1: (0.06%)Stock #2: 3.80%Stock #3: 7.80%Stock#4: 20.00%

 

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IM Weekly Update – Industrial Sector

Sector Head: Knut Kirchoff Current Holdings Update:• We are waiting for confirmation if we

exited WCN or not

Sector Update:• Ryanair ordered 175 Boeing 737-800• Push for the Keystone XL Pipeline in the

Senate

Sector Holdings

TickerStock #1: WCNStock #2: PSCIStock #3:Stock#4:

Market Capitalization:Stock #1: $4.22BStock #2: $29.91mmStock #3:Stock#4:

Performance (YTD):Stock #1: 5.6%Stock #2: 8.89%Stock #3:Stock#4:

 

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IM Weekly Update – Real Estate Sector

Sector Head: Kento Okamoto Current Holdings Update:• Additional Public offering for GOV (9.95M shares)• SNH hits 52Wk high• KRG announced quarterly dividend

Sector Update:• Strong housing numbers continue • Cyprus crisis

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Sector Holdings

TickerStock #1: KRGStock #2: SNHStock #3: GOVStock#4:

Market Capitalization:Stock #1: 516.63MMStock #2: 4.84BStock #3: 1.38BStock#4:

Performance (YTD):Stock #1: 16%Stock #2: 5%Stock #3: 0%Stock#4:

 

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Meeting Schedule

Weekly IM Update

Wall Street Trip

Current market movements across our portfolio

Update on Wall Street Trip

Career Opportunities Full-time prop trading and investment banking

Executive Board Interviews Two weeks away! Pre-assignment required

 

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Wall Street Trip

Friday, April 19th

Ticket Price: $25 – Available next week on Eventbrite

Agenda:– 6:30AM: Depart from Boston– 11:30AM: Arrive in NYC – 12:00PM: Networking luncheon with senior BU

finance alums (>= VP) Millesime restaurant in Midtown Tables organized by field (IB, PE, etc.)

– 2:00PM: Site visits to financial firms Two per group (8 total) Credit Suisse & Barclays already confirmed

– 6:00PM: Depart from NYC

Sample Past Site Visits

 

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Meeting Schedule

Weekly IM Update

Wall Street Trip

Current market movements across our portfolio

Update on Wall Street Trip

Career Opportunities Full-time prop trading and investment banking

Executive Board Interviews Two weeks away! Pre-assignment required

 

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Trillium Trading

Trillium Trading L.L.C. is a premier proprietary trading firm that excels in short term equity trading, and portfolio management.

The Trillium team includes traders, quantitative analysts, programmers and system support personnel.

Full-time: Proprietary Equity Trader

Information session

When:Thursday, March 21st, from 5:00pm - 6:00 p.m. 

Where:Center for Career Development (100 Bay State Road, 6th floor)

About

 

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Cantor Fitzgerald

Cantor Fitzgerald is a recognized leader in the equity and fixed income capital markets, offering an impressive array of products and services to more than 5000 institutional clients around the world.

Full-time: Financial Management Analyst Program

Careerlink Application:

When:DUE TONIGHT!!!

Where:On Career Link!

About

Rotations:Credit Risk ManagementMarket Risk ManagementCorporate Finance & StrategyTreasury

 

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Wellington Management

One of the largest private, independent investment companies in the world. The firm has client assets under management totalling over US$634 billion, and serves as investment advisor for over 1,900 institutional clients

Developing relationship…

Downstream Career Opportunity:

When:Fall Semester, 2013

Where:Finance Club

Who:1-2 Outstanding Candidates1997 Senior BU Grad to Mentor…

About

 

16

Meeting Schedule

Weekly IM Update

Wall Street Trip

Current market movements across our portfolio

Update on Wall Street Trip

Career Opportunities Full-time prop trading and investment banking

Executive Board Interviews Two weeks away! Pre-assignment required

 

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Executive Board Interviews

President

VPs – Investment Research

VP – Investment Mgmt.

VP - Operations

VP - Alumni Outreach

VP - Technology

Positions April 5th – 7th

• Sign-up sheet will be provided a week+ prior to interviews

• A pre-assignment is required (explained in the next few slides)

 

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Pre-Assignment

Rules• 1 Page outline

• 3 measurable goals• “High level” strategy with

actionable, specific “low level” details

• 1 page timeline• When would you perform

each action• The assignment is due April

3rd, and is required to qualify for an interview

• It will be read prior to your interview.

• You will be considered based on your outline and timeline as well as your interview