BU Finance & Investment Club Spring 2013 General Meeting - Career Opps

2 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.

3 Timeline for Finance Club April 5 th – 7 th E-Board Interviews! April 14 th – May 1 st Final Round Presentations April 19 th Wall Street Trip! May 1 st Last General Meeting! April 26 th – 28 th Summer Team Interviews!

4 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

5 Weekly IM Update

6 IM Weekly Update – Energy Sector Sector Head: Alex Puglisi Current 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 Ticker Kodiak Oil & Gas:KOG Market Capitalization: Kodiak Oil & Gas:2.42B Performance (YTD): Kodiak Oil & Gas:-2%

7 IM Weekly Update – Consumer Sector Sector Head: Chris KovalikCurrent 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)

8 IM Weekly Update – Industrial Sector Sector Head: Knut KirchoffCurrent Holdings Update: We are waiting for confirmation if we exited WCN or not Sector Update: Ryanair ordered 175 Boeing Push for the Keystone XL Pipeline in the Senate

9 IM Weekly Update – Real Estate Sector Sector Head: Kento OkamotoCurrent 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

10 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

11 Wall Street Trip  Friday, April 19 th  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

12 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

14 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 Management Market Risk Management Corporate Finance & Strategy Treasury

15 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 Candidates 1997 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 PositionsApril 5 th – 7th Sign-up sheet will be provided a week+ prior to interviews A pre-assignment is required (explained in the next few slides)

18 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 3 rd, 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