IndustryPro is an M&A advisory firm based out of Atlanta. The program is geared more towards Freshman and Sophomore students but is open to all undergrads. The program is intended to give students experience in M&A and help them learn through various workshops.
Please use the following links for the internships:
On Wednesday, April 17 at 7pm in DMSB 141, Raven Capital, a PE firm specializing in middle-market companies, will be speaking to the CFIA. USC alumn Matt Sidari and some of his colleagues will talk about what they do and and how they got there. This is a fantastic opportunity to learn more about PE and how to get into the industry.
By targeting investments ranging between approximately $5 million and up to $50 million, Raven provides institutional investors with the unique ability to access the lower middle market through an established process dating back to the late 1990s and a highly-developed operational platform. Raven’s objective is to seek superior risk-adjusted returns and generate current income for its investors through a combination of asset-based direct lending and acquisitions of cash-flowing assets across five distinct industries in which it has a high degree of expertise.
On Wednesday, April 3 at 7:00 pm in DMSB 141, James Ford will speak to the CFIA about his career at SunTrust Robinson Humphrey (STRH). James Ford (USC MBA 1990) is a Managing Director in the Corporate and Investment Bank based in Charlotte and has had some incredible experiences in his career so far. Prior to STRH, he worked at Bank of America for 26 years.
On Wednesday, March 20, 2019 in DMSB 141, a few investment bankers from Jefferies will be speaking to us about their jobs and how they got there. This is an incredible opportunity to learn from people in the industry who graduated from USC. The people coming include Russ Shoemaker (SVP, NYC), Matt Grau (VP, Boston), Jeff Blethen (Analyst, NYC), Jack Hyland (Analyst, NYC), RJ Cunio (Analyst, NYC), and Kelly Rooney (Analyst, NYC).
USC Seniors will speak about their experience in investment banking internships and how they got there. This will be a very interactive session for club members to learn about the recruitment process and what to expect when they start.
Troy Hodge (Banks Street Partners, Charlotte)
JanLuke Iftime (Wells Fargo, New York City)
Danny McLaren (Credit Suisse, New York City)
Jen Quindelin (Goldman Sachs, San Francisco)
Walker Ranney (Wells Fargo, Charlotte)
Gianna Rotellini (Goldman Sachs, Chicago)
USC Seniors will speak about their past internships and their future plans in the finance industry. This will be a very interactive session set up to help students learn about different careers in finance and how to approach looking for jobs in those careers.
Addie Sparks (Barings, Charlotte)
Wayne Russ (JP Morgan, Atlanta)
Cameron Johnson (BlackRock, New York City)
This will be in DMSB 109. We will be having a Finance Scholars information session for current sophomores and freshmen interested in the program. The program is rigorous and challenging. Undergraduate students with the interest, ambition and drive to pursue top finance positions are strongly encouraged to apply. Dr. Colin Jones will speak for 20 - 30 minutes about the program and then we will break up so you can chat will current Scholars about their experience and tips on how to get in. Key features of the program include:
3-day Boot Camp covering Excel, Bloomberg, and CapIQ
Separate, advanced sections of FINA 365 and FINA 469
Series of 1-credit hour applied Finance Practicum courses developed by top faculty in conjunction with industry partners
Previous practicum courses covered Investment Banking, Monte Carlo Simulation, Blockchain Technology, among others
Preferred access to the Student Managed Investment Fund
The Deadline to register is November 30th.
To register or get more information on the workshop times, cost, cancellation policy and more, log in to: https://trainingthestreet.secure.force.com/register/. The cost of this seminar is $225 and our Class Code is: E1C0F5.
The workshop is a day and a half of instruction, exercises and Q&A. Through practical examples and real-world exercises, the workshop illustrates the fundamentals of popular valuation and financial modeling techniques used by finance practitioners. Key topics include:
• Public comparables analysis
• Acquisition comparables analysis
• Excel best practices and efficiency tips
• Common Excel keyboard “shortcuts”
• Hands-on discounted cash flow modeling
• Excel functions and formulas
• Imputing valuation ranges
• Fundamentals of creating data tables
• Critical valuation concepts (EBITDA, Enterprise value, WACC, etc.)
About Training The Street
TTS is the world’s leading financial learning services company, offering state-of-the-art, instructor-led courses in financial modeling and corporate valuation to corporate and educational clients. Founded in 1999, TTS’s clients include the world’s leading universities, investment banks, consulting firms, and Fortune 500 companies. TTS leads workshops for more than 100 academic clients, including the top business schools in the United States. TTS's instructors have worked across a broad spectrum of industries and financial disciplines. Several of our instructors are Adjunct Professors at leading academic institutions. For more information on TTS, please visit www.trainingthestreet.com.
On Wednesday, November 28th at 7 pm in DMSB 135: We will be hosting Jason Tompkins, a managing director from Asana Partners, Jimmy Bambrick, an Associate in their Capital Markets team, and Martha Stewart Fuqua, an Investments Analyst. Asana Partners is a real estate private equity firm that specializes in value-add retail properties. They currently have around $2 billion in assets under management and offices in Charlotte, Columbia, and Los Angeles. The dress code for this event is business casual.
Taught by financial training firm Wall Street Prep, this intensive 2-day seminar bridges the gap between academics and the real world to give you the practical Excel financial modeling skills you will need during the recruiting process and on the job.
$199. This enrollment fee represents over 80% educational discount relative to WSP’s corporate training fees.
Register today at: https://www.wallstreetprep.com/seminars/university-south-carolina-111018/
On Wednesday, Oct. 3, 2018 at 7 pm in DMSB 140, we will be hosting the South Carolina Retirement System Investment Commission (RSIC). They manage $31 billion dollars and invest with top managers such as Bridgewater Associates, KKR, and Apollo. They will be presenting on the process they use for making $100 million investments in private market managers (private equity, debt, and real estate). This will be a great learning experience to see what asset managers do on a day-to-day and how private managers make money and create value. The dress will be business casual.
We will be hosting alumni from Wells Fargo's Investment Banking division on Monday, April 9, at 6pm in DMSB 124. Wells Fargo is a multinational financial services firm with regional IB services in cities like Charlotte and NYC, and is the 3rd largest bank in the U.S. by total assets. Dress is business casual.
M&A and LBO Modeling Seminar at the University of South Carolina – April 7-8, 2018
This intensive 2-day weekend seminar is led by former investment bankers with applied expertise in M&A and LBO modeling methodologies, and bridges the gap between academics and the real world to equip students with the hands-on practical financial skills that they will need to excel during the recruiting process and on the job. Full details about this event can be found at: https://www.wallstreetprep.com/seminars/university-south-carolina-040718/
Day 1 – Saturday, April 7 (9am-5pm): M&A Modeling in Excel
Day 2 – Sunday, April 8 (9am-5pm): LBO Modeling in Excel
WHY SHOULD YOU ATTEND THIS SEMINAR?
· The seminar enrollment fee represents a 75% educational discount relative to WSP’s corporate training fees
· Strong resume coverage to help you during this challenging recruiting season
· Extensive prep materials to ace technical finance questions during interviews
· Obtain practical financial skill set needed to excel as an Analyst/Associate on the job
HOW TO REGISTER
COST PER STUDENT
$199 per student – this seminar enrollment fee represents over 85% educational discount relative to WSP’s corporate training fees
QUESTIONS OR COMMENTS?
Feel free to contact Matt Blair at email@example.com
We highly encourage members to attend the FinTech industry panel on Monday, March 26 at 4:00pm in Sonoco. Panelists include representatives from the London Stock Exchange Group, Wells Fargo, JP Morgan, and Oracle. FinTech is and will continue to impact all businesses (especially finance), so being familiar with the topic is critical moving forward. Register to attend through Handshake.
This intensive, 2-day boot camp provides hands-on financial modeling training. Adventis’s unique training style consists of having students build financial models and analyses entirely from scratch, while explaining key concepts along the way. This approach enables students to retain more concepts and develop a valuable skill set.
Certified students have been able to demonstrate to employers that they have strong analytical capabilities and are ready to hit the ground running. Click here to learn how certified students have used their experience with the FMC Program to impress interviewers and ultimately land positions at top firms on Wall Street.
Adventis is offering a discounted price of $295, as long as you enroll before Friday, March 16. After this date the course fee will go to $345. There are only 30 available seats for this boot camp, so we encourage you to enroll sooner rather than later to reserve your seat.
Date: Saturday, March 24th and Sunday, March 25th
Time: 9 AM – 5 PM
There will be a 1-hour lunch break on each day of instruction
Location: Darla Moore School of Business
Materials: You will need to bring a laptop computer; it’s strongly recommended that you bring a PC computer
Certification Exams: Held approximately every other week after the boot camp
Day 1 Highlights:
§ Build a 3-statement financial model of Allegiant Travel
§ Build public & M&A comparables, a WACC analysis, a DCF analysis, and a “football field” analysis of Allegiant Travel
§ Includes a 40-page trainee packet
Day 2 Highlights:
§ Build a leveraged buyout analysis of Allegiant Travel
§ Build a 3-statement financial model of PepsiCo
If you have any further questions please reach out to Andrew Peura (firstname.lastname@example.org)
On Wednesday, March 7, at 7:00 pm in DMSB 111, we will be hosting James Ford and some of his associates from SunTrust Robinson Humphrey. James has been with SunTrust for over 30 years, and completed his MBA through the Moore School of Business.
Dress is business casual.
More information about James and his team is included below:
James Ford: Group Portfolio Manager for Consumer/Retail and Southeast Corporate Banking at SunTrust Robinson Humphrey. Has worked in Coverage and Credit Risk over a 30-year career. Moore School MBA.
Katie Lundin: Portfolio Manager for Southeast Corporate Banking at SunTrust Robinson Humphrey. Prior to joining SunTrust, worked in Corporate Debt Products at Bank of America covering Retail and Healthcare. Graduated from UNC Chapel Hill in 2006. From Charlotte, NC.
Chris Pettiglio: Associate for the STRH Corporate Banking Coverage team. Graduated from Davidson College with a Bachelor of Arts degree in Economics in 2014. Played soccer while at Davidson. From Westford, MA.
William Curran: 2nd Year Analyst in Southeast Corporate Banking - Charlotte, NC. Graduated from Davidson College with a Bachelor of Arts degree in Economics in 2016. Played football while at Davidson. From Atlanta, GA.
Eric Manzi: 1st Year Portfolio Management Analyst in Southeast Corporate Banking - Charlotte, NC. Graduated from USC with a Bachelor of Science degree in Finance and Risk Management & Insurance in 2017. Carolina Finance Scholar. From Damascus, MD.
On Wednesday, February 28, at 7:00 pm in DMSB 111 we will be hosting Richard Plunkett (Director of ISC Finance) and Darinka Sutic (HR Business Partner to Finance) from Textron. Textron Inc. is a multi-industry company engaged in aircraft, defense, industrial and finance businesses to provide customers with products and services across the world. This is a great chance to learn more about one of the many career options in finance with a Fortune 500 company.
Dress is business casual.
On Wednesday, February 21, at 7:00pm in DMSB 111 we will be conducting a resume workshop. It should be a short meeting, but we encourage you to stop by to check your resumes for errors or inconsistencies. Resumes are the first point of contact you have with potential employers and alumni - a fresh set of eyes, even for a couple of minutes, is always helpful to catch any possible mistakes.
Pete Selleck, CEO of Michelin North America will be speaking to Moore School students on the topics of international business, leadership, and keys to success. The talk will be held on February 13 at 6:00 pm, and is a great chance to hear about industry perspectives from the head of a Fortune 500 company. Register here if interested - should be a great event!
We'll be hosting Training the Street on the weekend of February 10-11 in DMSB 114. This financial modeling seminar is a great way to start building up the technical skills needed to be competitive in the industry. TTS is recognized across the street by banks such as Barclays, Morgan Stanley, and Wells Fargo. The cost is $200 per student. Be sure to sign up here before registration closes. Class code is A64E72.
On Wednesday, January 31, at 7:00pm in DMSB 111 we will be hosting John Jonson, a managing director at Lyrical Partners. The firm began as a family office and now has two divisions: a 'long only' investment portfolio (more info here) and venture capital investments (more info here). Before Lyrical, John was a managing principal and co-founding partner of Capricorn Investment Group, originally the single family office for Jeff Skoll. He served as Capricorn’s Chief Operating Officer from 2004 to 2010 and from 2010 to 2013 directed strategic business development for Capricorn and its affiliates. Prior to Capricorn, Jonson was CFO and partner at Sanderling Ventures, a biomedical venture capital firm with over $1 billion under management.
John Jonson is a 1992 alumnus of the Darla Moore School of Business’ MIBS program in the Japanese track (https://www.linkedin.com/in/john-jonson-967a27a/). He has served on the School’s Business Partnership Foundation Board of Trustees since 2009.
Dress is business casual.
On Wednesday, November 29 at 7:00 pm Wells Fargo will be speaking about careers in Capital Markets and Investment Banking. Wells Fargo is the world's second-largest bank by market capitalization and the third largest bank in the U.S. by assets. The East Coast headquarters is located in Charlotte, NC at One Wells Fargo Center.
Dress is business casual.