• Women in Alternatives Career Forum

    November 6th, 2018
    Deadline to apply: September 30th
    NYC (reimbursement available)

    The Women's Association of Venture and Equity (WAVE), a non-profit organization committed to the development and advancement of women in private equity and venture capital, is holding its Second Annual Women in Alternatives Career Access Forum on Tuesday, November 6, 2018 at the Hilton Midtown Hotel in New York.  The Career Access Forum advances WAVE’s mission to broaden the funnel of women entering the alternatives industry and provides candidates the opportunity to learn, engage, and network with industry veterans across the spectrum of private equity careers (including buyout, venture capital, limited partners, placement agents, fund of funds, distressed, real estate, infrastructure, energy, and private credit).    Blackstone and Landmark Partners are co-Lead sponsors. Platinum sponsors are The Carlyle Group, Madison Dearborn Partners, StepStone Group, and KKR, and Lindsay Goldberg, Siris and TPG are Host sponsors.

     Interested candidates for the 2018 Career Access Forum need to apply for registration. WAVE welcomes applications from women who are interested in learning about or wanting to work in the alternatives industry including, but not limited to: undergraduate students, MBA students, investment banking analysts/associates, management consulting analysts/associates, accountants, lawyers, marketers, entrepreneurs and operators. Registration opened on August 27 and candidates must submit resumes by September 30, 2018; candidates will be notified of participation acceptance by October 15, 2018.  All candidates will be included in a resume book that will be available to participating firms. Registration for candidates is free (however a $50 no-show fee will be charged if accepted candidates miss the event without notice). WAVE also offers a limited number of complimentary hotel rooms on a first come / first serve basis and can offer reimbursements for travel costs for out of town candidates, ranging from $200 to $400 per person.

    To apply, resumes can be submitted through the online application available at the WAVE website: www.women-wave.org beginning on August 27.

    The online application is now available for students (undergrad to 2 to 3 years post grad). Below are details for the application process:

    · The event page on our website can be viewed here.

    · Candidate application timeframe is from August 27 to September 30, 2018

    · Candidates will be notified by October 15 if accepted

    · The application can be directly accessed here and must be accompanied by an uploaded resume (URL to upload resume is included near the end of the application)

    · There is no fee to apply, but there will be a $50 no-show fee for accepted candidates that register for the event but do not attend

    · Thanks to our host sponsors (Lindsay Goldberg, Siris Capital and TPG), WAVE can offer reimbursements for travel costs for out of town candidates. The value of the travel stipend will range from $200-400 based on distance of travel and need. We also have a limited block of complimentary rooms available on a first-come, first serve basis.

    · In addition, even if students cannot attend the event, we encourage them to apply since their resume will be included in a resume book that will be sent to all participating firms.

     

    WAVE Career Forum Committee:

    Sarah Camougis, Choate, Hall & Stewart

    Anna Marie Curran, Moelis & Company

    Julie Gionfriddo, Apple Tree Partners

    Haley Grant

    Sarah Kim, Halyard Capital

    Elena Millner, Lockton Companies

    Jane P Moncreiff

    Kirsty McGuire, StepStone Group

    Chrissie Pariso, Exelon

    Helen Quick, Locust Point Capital

    Kathryn Regan, Landmark Partners

    Jennifer Schmelter

    Julianne Tamasy, Square 1 Bank

    Shannon Zoller, Tephra Advisors

  • CFA Day in the Life: Equity Analyst

    September 21, 2018
    11:30 AM - 1:00 PM
    Financial Markets Lab
    CSOM 1-170

    Featuring:
    Paul Dwyer, CFA (Punch & Associates Investment Management) and Andrew Rem, CFA (Nuveen Asset Management)

    Learn about this area of the investment industry first-hand from a local charterholder and investment community professional! Lunch is included with registration. Only $5 for students.

    Click here to learn more

  • NIBC 2018

    The First Round will take place in the Fall of 2018 with the Final Round held in the Spring of 2019

    Participation in NIBC will provide hands-on experience and insight into the daily responsibilities of both junior and senior investment bankers. Competitors will utilize and develop skills essential for a successful career in investment banking including:

        Researching and analyzing financial data
        Running scenarios in financial models
        Evaluating structural alternatives against client parameters
        Creating pitch books
        Presenting to senior management

    The Competition culminates in a live pitch by finalist teams to Managing Directors of leading North American investment banks and an audience of 150 professionals and 350 students at the annual Gala Dinner. 

    Competition Highlights:
    400 competing teams comprised of over 1600 students from top schools across North America, Europe, and Asia
    Participation from 43 firms including 17 investment banks such as Goldman Sachs, Morgan Stanley, J.P. Morgan, and Bank of America Merrill Lynch
    Cases created by experienced professionals working at top tier global investment banks

    Please refer to our FactsheetCompetition OverviewFB Page and Website for further information.

  • Sustainability in Investing: Introduction to ESG

    September 27th, 2018
    4:00 PM - 5:30 PM

    Come learn about ESG (Environmental, Social, and Governance) criteria and how it applies to investment. We will also discuss how the CFE is integrating ESG issues into our investment policy and workflow.

    RSVP here

  • Undergraduate Enterprise Information Session

    October 4th, 2018
    12:00 PM - 1:00 PM
    CSOM 1-136

    RSVP on the Edge, Event 62103
    (Please log in to the Edge before clicking this link)

  • CHINA Town Hall: Local Connections, National Reflections

    October 9th, 2018
    4:00 PM - 7:00 PM
    Pinnacle Ballroom, Graduate Minneapolis
    615 Washington Ave SE, Minneapolis, MN 55414
    Hourly parking available at the Washington Ave Parking Ramp

    Join us at the 2018 CHINA Town Hall: Local Connections, National Reflections, organized by the National Committee on United States-China Relations and locally hosted by the University of Minnesota China Center and Global Minnesota. It is a national day of programming designed to provide Americans across the United States and beyond the opportunity to discuss Sino-U.S. issues with leading experts.

    Free and open to the campus and community. FInd more information or RSVP at the website.

    Program
    4:00 p.m. Guests arrival, reception with appetizers
    4:45 p.m. Welcome and recognition of sponsors 
    5:00 p.m. Live webcast with The Honorable Condoleezza Rice, former U.S. Secretary of State and National Security Advisor, moderated by Mr. Stephen A. Orlins, President, National Committee on U.S.-China Relations 
    6:00 p.m. Local Speaker: Andy Rothman, Matthews Asia

  • Tools of the Trade: Introduction to Bloomberg and FactSet

    October 11th, 2018
    4:00 PM - 5:30 PM

    Come and learn about Bloomberg, used by the majority of financial firms , and FactSet, a leader in financial data and software.

    RSVP here

  • Engage Undergraduate Investment Conference

    October 12th - 14th, 2018
    Ann Arbor, MI
    Financial Markets Lab
    CSOM 1-170

    Register here

    Michigan Interactive Investments hosts the annual ENGAGE® Undergraduate Investment Conference at the Ross School of Business each fall. ENGAGE® The UIC promotes interaction between students from across the country and some of the most experienced professionals in the financial services industry. The conference revolves around a student stock pitch competition and a slate of keynote speeches and panels.

    Each team of 3-5 members will pitch an equity, long or short. Pitches are evaluated best on quality of idea, analysis, and presentation. First round pitches are to be 12 minutes. Teams that advance to the final round will have 15 minutes to pitch. Sign up here before September 7 for a confirmed spot.

    FIRST ROUND: In the first round, teams will present in front of a panel of investors, who will evaluate each pitch on its idea, analysis, and presentation. The top teams from the first round will advance to the final round for a chance to present in front of the entire conference.
    FINAL ROUND: Teams who are selected to advance to the final round will pitch their ideas in front of a panel of executive-level investment professionals and the entire conference audience.
    RULES: Stocks are to come from the universe of companies with market capitalizations above $500 million and share prices above $2 as of the close of regular trading on October 10, 2018. Selections must be a stock (common or preferred), including ADRs and GDRs. Pair trades are acceptable as long as each security would be eligible on its own. ETFs, ETNs, Closed-End Funds, and other exchange-traded securities, including derivatives (options/futures) and currencies, will not be eligible for the competition. We are interested in participants’ abilities to select and evaluate companies, not their ability to evaluate sectors, trends, or managers. Additionally, equities must have a three month average daily volume of at least 100,000 shares (as of the close on October 10, 2018) and must trade on the NASDAQ, NYSE, or NYSE AMEX (no OTCBB or PinkSheets). The opportunity will be evaluated as a long or short position with a three to twelve month investment horizon.

  • Open House

    October 16th, 2018
    12:00 PM - 1:00 PM
    Financial Markets Lab
    CSOM 1-170

    Stop by the Financial Markets Lab for more information about the Funds Enterprise.

  • Scott Berg, Needham & Company

    October 18th, 2018
    12:00 PM - 1:00 PM
    Financial Markets Lab
    CSOM 1-170

    Scott Berg, Managing Director of Equity Research at Needham & Company, will be visiting to talk about how investors value growth companies and how he ties it to a DCF. A light lunch will be provided.

    RSVP Here