1. Money Never Sleeps.

2. Overview of Tonight I.Announcements II.External Announcements/Speakers III.Workshop IV. Panel Q&A 2/22/11

3. Speaker 1 Caroline Weathers ’14 Mays Business Senator Candidate 2/22/11

4. Speaker 2 Marshall Bowen ‘12  Student Body President 2011-2012 candidate  “Goin’ with Bowen” campaign  Voting dates: Monday 2/28 and Tuesday 3/1 2/22/11 http://www.marshallbowen.co m/

5. Endorsement s Caroline Weathers  Mays Business Senator candidate Marshall Bowen ‘12  Student Body President 2011-2012 candidate 2/22/11 2/3 Majority Vote Required Ballots will be passed out now

6. Overview of the Workshop Goal Equip you with the tools needed to set yourself apart from others while at Texas A&M, and give yourself a clear advantage when it comes time for the job search. 2/22/11

7. Overview of the Workshop Outline Focal Points Top Opportunities at Mays and Texas A&M Study Abroad and other ways to set yourself apart Internships and Professional Networking Panelist Q&A 2/22/11

8. Why are you here? Where do you want to be after graduation? 2/22/11 Define your goals!

9. Focal Points Gain knowledge, experience, and build strong relationships 2/22/11 Set yourself apart from the crowd Have fun

10. Some Top Opportunities at Mays Organizations: Business Student Council (BSC), AIC, etc… Getting involved within the business school helps build your resumé and meet other smart and like-minded students. 2/22/11 Horizons Program Powerful networking, and interview prep for consulting and investment banking

11. Some Top Opportunities at Mays, cont’d. Aggies on Wall Street (AOWS) 3 week trip to NYC for a small number of competitively selected students to network and visit Wall Street firms http://mays.tamu.edu/aows/ 2/22/11 Professional Program of Accounting (PPA) 5 year masters programs Guaranteed internships http://acct.tamu.edu/ppa Trading, Risk, and Investments Program (T.R.I.P.) 5 year masters program 3 guaranteed trading internships http://mays.tamu.edu/trip

12. Some Top Opportunities at Mays, cont’d. Tanner Fund Donation of $200,000 for students to manage http://mays.tamu.edu/finc/special-programs/tanner/ 2/22/11 Mays Business Fellows Competitively selected “top 1” of the business school Teamwork, business leadership development, and case studies http://mays.tamu.edu/fellows Titans of Investing FINC 427 elective Taught by Britt Harris, former CEO of Bridgewater Associates and current CIO of Texas Teachers Retirement Pension (~$100B)

13. Some Top Opportunities at A&M Sponsors for Educational Opportunity (SEO) http://www.seo-usa.org./ 2/22/11 Leadership Conferences Examples: Gilbert, Abbott Family, Spencer, etc… Often are competitive Great way to meet other top students and get advice from successful people Student Government Association 15 committees 3 branches Any type of organizational involvement

14. Study Abroad Study Abroad Programs Office http://studyabroad.tamu.edu 2/22/11 LT Jordan Institute Offers several programs, from study abroad to internships, i.e. ILAP Center for International Business Studies (CIBS) Offers multiple opportunities—talk to Dr. Gaspar on 2 nd floor Finance and Marketing study abroad trips The World is a book, and those who do not travel read only a page. - Saint Augustine Multiple scholarships and financial aid packages available

15. Internships and Networking Leverage your network 2/22/11 Very meaningful experiences Start early Set yourself apart!

16. Cold Emails? 2-3 sentences and to the point 2/22/11 Tips: Can be very useful and effective, if done well. Always include your phone number under your name for the first email (it is more personable this way) Do not include your resumé until it is requested Keep it professional—even when emailing Aggies. This means no “Howdy”, “Gig ‘em,” etc… and other Aggie phrases. Alumni will not take this well in a cold email. Never directly ask for an internship, or “help,” but rather ask for “advice” If you get to meet the person, always follow up within 24 hrs of meeting them

17. Cold Emails 2/22/11 Mr. Najarian, My name is David Knop, hopefully you remember me from last winter when we met in the NASDAQ. Meeting you was one of the highlights of my trips, and I learned a lot from our conversation. This January, I will be leading10-12 students from the Aggie Investment Club on a trip to New York. They are are all really passionate about trading and the market in general, and it would be an honor to meet with you again, whether on a live set or just over coffee or a meal somewhere, and I know the group would see it as an invaluable opportunity. We are in the process of solidifying dates for the trip, but it will be mid-January and I wanted to ask well in advance if you think you might be interested in meeting with us for a short time to talk about your trading experience, etc. Happy holidays and I look forward to hearing from you. Best, David Knop

18. Cold Emails 2/22/11 David, Good to hear from you. Near the end of December please hit us up and we will coordinate the best day. Pete

19. Cold Emails 2/22/11 David, Good to hear from you. Near the end of December please hit us up and we will coordinate the best day. Pete

20. Final Thoughts on Networking 2/22/11 -Build your network before you need it -Try to meet at least one person per week; ask for references -Establish, nurture and develop relationships for the long term -The more people you know, the more people you have conversations with, the more you can open doors for yourself or others -Harness the incredible power of other's generosity -Be willing to give, accept, and ask for leads, referrals, and favors -Do NOT be afraid to ask -More opportunities will come from the willingness to ask than anything else -Play the student card -Seek to provide value to your network however you possibly can and build credibility for yourself -Make sure you follow up; a follow up should be automatic “Relationships are all there is. Everything in the universe only exists because it is in relationship to everything else. Nothing exists in isolation. We have to stop pretending we are individuals that can go it alone." -Margaret Wheatley

21. Common Financial Careers Sell side: Investment Banking 2/22/11 Buy side: Hedge funds & Private Equity Graduate school

22. Investment Banks 2/22/11 Investment Bank Companies Buy-Side (PE, Hedge Funds, etc) Securities $$ Intermediaries that connect companies that need capital with institutions that provide capital.

23. “Masters of the Universe” 2/22/11 Investment Bank Investment Banking M&A IPO’s Due Diligence & Corporate Finance Debt & Equity Sales Sell securities and investing ideas to portfolio managers and buy-side analysts. Trading Executing trades in the market on behalf of institutional investors. Research Industry and company-specific research primarily aimed at institutional investors.

24. Types of Banks 2/22/11 Bulge Bracket Offer a variety of services and products Morgan Stanley, Goldman Sachs, Barclays Capital, Deutsche Bank, Credit Suisse, among others… Boutique Typically seen as specialists (i.e. M&A advisors, equity capital markets, high yield debt etc…) Simmons & Co., Evercore Partners, Houlihan Lokey, Lazard, Pritchard Capital Divisions More pertinent to bulge bracket; allow industry specific focus

25. Buy-side: The Sweet Spot 2/22/11 Overview These are the guys with the money They are the suppliers of capital that the investment banks connect with the companies. Types Private Equity Funds, Hedge Funds, Mutual Funds, Pension Funds, Daytraders, etc…

26. Panel 2/22/11 Question and answer

27. 2/22/11 Question and answer Panel