1. 1 IB Breakout Agenda  UBS Meet the Interns (30 minutes)  Calendar Update  Where you need to be when  Informationals  Running Effective Study Groups

2. 2 UBS - Meet the Interns  Chrissy Lawrie (clawrie@umich.edu)  Jeff Maters (maters@umich.edu)  Jeremy Anton and Paul Mann unable to attend Topics:  UBS Summer Internship Program  Experience this summer  Succeeding in the recruiting process  Jeff – Chicago recruiting process pros/cons  Open Q&A

3. 3 Calendar Nov 13:Breakouts, IB Meet the Interns (Lehman and Goldman) Nov 20:Breakouts, IB Meet the Interns (Citigroup and Deutsche Bank) Nov 24-25 – Thanksgiving Break Dec 4:Accounting Q&A, IB Meet the Interns (JPM) Dec 10:Banking: Super Saturday I – Mock Interviews Dec 11:Breakouts and Cover Letters Dec 15 – 22:Final Exams Dec 23 – Jan 8:Winter Break Jan 6:Training the Street – Valuations (MANDATORY) Jan 7:Banking: Super Saturday II – Mock Interviews Jan 8:Final Hour Q&A

4. 4 Where you need to be when  November 16 th – JP Morgan Valuation Seminar  Give you answers to the valuation questions  Before Thanksgiving  Focus on “fit” questions and knowing your “story”  Work on your “positioning”  December/January  Valuation  Work on technical questions (UBS Coursepack and Finance Club website) –Prepare “question bank”  Accounting  General industry stuff  January 6 (TTS/UBS); January 7 (mocks)

5. 5 Informationals  11/10 and 11/11 – Citigroup, UBS/Lehman fill- in, other contacts  12/8 and 12/9 – JP Morgan, Citigroup/UBS/Lehman fill-in, other contacts  Banc of America – Not necessary to succeed in process  Deutsche Bank – Not necessary to succeed in process  Be polite and respectful – one bank commented that students were a little aggressive

6. 6 Running Effective Study Groups Goal: Simulate interview setting and get extremely comfortable with your story and answering technical questions  Form groups now of 2-3  Start meeting now and often (3-4x per week)  Reserve study rooms, but otherwise find a private place free of distractions (empty classrooms, exec ed common area, etc.)

7. 7 Running Effective Study Groups  Be HONEST and give CANDID and CRITICAL feedback to your group members  Do mock interviews at each and every meeting – don’t procrastinate starting these, just dive in now  Do 2-1 or 1-1 round-robbin style  Spend time preparing good/diverse questions before each session  Should do 5-6 mock interviews/week  OCD Career Counselor Mocks as well  Keep record of your feedback  Support and pick each other up throughout process