bu finance & investment club spring 2013 general meeting - career opps
TRANSCRIPT
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
13
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
17
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