Nov
29
7:00 PM19:00

Speaker: Wells Fargo

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. 

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Nov
15
7:00 PM19:00

Speaker: Greg Klenke (LabCorp)

On Wednesday (11/15/2017) at 7:00 pm in DMSB 120, the CFIA will be hosting Greg Klenke, an Associate Vice President of Global Corporate Development at LabCorp.  Corporate development refers to the planning and execution of strategies to meet organizational objectives, including arranging strategic alliances, identifying and acquiring companies (M&A), and divesting assets or divisions.  In the past few years, LabCorp has acquired Covance ($6 B), Sequenom ($300 MM), MedTox Scientific Inc. ($240 MM), and Chiltern International ($1.2 B), along with many others.  Dress is business casual.

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Nov
8
7:00 PM19:00

Speaker: SC Retirement System Investment Commission

On Wednesday, November 1, 2017, the CFIA will be hosting Derek Connor from the South Carolina Retirement System Investment Commission (RSIC) at 7:00pm in DMSB 105.  Derek Connor is a senior investment officer covering the private equity portfolio at RSIC.  He spent 15 years in the industry and most recently worked at CalPers prior to joining RSIC. RSIC manages over $30 billion for South Carolina state pension funds and invests in many asset classes, including private equity, real estate, public equity, and fixed income.

Dress is business casual.

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Nov
4
to Nov 5

Adventis Modeling Seminar

Are you interested in pursuing a position in investment banking, private equity, equity research, or other competitive fields in finance?

We are pleased to announce that Adventis will be hosting its Financial Modeling Certification (FMC) Program over the weekend of November 4-5. This intensive, 2-day boot camp provides hands-on financial modeling training. Adventis’ 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, October 13. After this date the course fee will go to $345. The final enrollment date will be Friday, October 27. There are only 20 available seats for this boot camp, so we encourage you to enroll sooner rather than later to reserve your seat.

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

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Nov
3
7:00 AM07:00

Charlotte Educational Trip

Members of the CFIA will visit various financial institutions in Charlotte to learn more about Investment Banking, Credit Risk, Corporate Finance, and Leveraged Finance. If interested, please submit your resume for consideration to carolinafinancenandinvestment@gmail.com by Wednesday, October 25.

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Sep
30
to Oct 1

Wall Street Prep: Financial and Valuation Modeling Boot Camp

This intensive 2-day weekend seminar is led by former investment bankers with applied expertise in financial and valuation modeling methodologies. It bridges the gap between academics and the real world to equip students with thehands-on practical financial skills that they will need to excel during the recruiting process and on the job.  For more information and to sign up, please visit https://www.wallstreetprep.com/seminars/university-south-carolina-093017/. 

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Sep
20
7:00 PM19:00

Speaker: Raymond James

On Wednesday, September 20, 2017 at 7:00 pm in the Darla Moore School of Business, representatives from Raymond James will be presenting about opportunities with the firm.  Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.

Dress is business casual.

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Sep
20
11:00 AM11:00

Business Expo

On Wednesday, September 20, 2017 from 11:00-3:00, the Darla Moore School of Business will be hosting the Fall Business Expo.  This is a great opportunity to meet employers, including Greystar, Vanguard, Prudential, Ag First, Office of the Comptroller of the Currency, Raymond James, Northwestern Mutual, SCANA, Fluor, and Mondelez, among many others.  Please refer to Handshake more information.

Dress is Business Professional. 

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Sep
18
7:00 PM19:00

Speaker: Textron

On Monday, September 18 at 7:00pm, Textron will be presenting to the CFIA in the Darla Moore School of Business, room TBD.  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. 

Dress is business casual. 

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Sep
6
7:00 PM19:00

Speaker: James Ford - SunTrust

On September 6, 2017 at 7:00 pm in the Darla Moore School of Business room 135, we will be hosting James Ford and some of his associates from SunTrust Robinson Humphrey. James is a Managing Director based out of the Charlotte office and graduated from the Moore School of Business.

Dress is business casual.

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Sep
5
7:00 PM19:00

Panel: Investment Banking Interns

On Tuesday, September 5, 2015 in DMSB 135, we will be hosting a panel of students who interned at investment banks last summer.  They will be answering any questions you have about their experiences in banking (at Goldman Sachs, Jefferies, Morgan Stanley, and MUFG) and the recruiting process. 

Dress is casual.

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Apr
19
7:00 PM19:00

Speaker: Dan Guerrera - Ernst & Young

On April 19, 2017 at 7:00 pm in DMSB Room 141, we will be hosting Dan Guerrera from Ernst and Young. Dan is currently based out of EY's NYC office and is an alumnus of the Moore School of Business (class of '15) with a B.S. degree in Finance and Economics. As part of the Financial Services Office Advisory group at Ernst and Young, Dan provides consulting work to the financial services industry. Specifically, Dan has worked on projects at a number of global banks where he has helped support the development and implementation of Comprehensive Capital Analysis and Review processes and other regulatory driven change. For anyone interested in contacting Dan before the meeting, his email is dan.guerrera1@gmail.com

Dress is business casual.

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Apr
12
7:00 PM19:00

Speaker: Cooper Schorr - R3

We will be hosting Cooper Schorr and a few of his colleagues on Wednesday, April 12, 2017, at 7:00 pm in DMSB room 113. Cooper is a Senior Strategy Associate at R3, a financial technology company focusing on the development of blockchain database usage in the financial system. Cooper graduated from USC in 2015 and previously worked in investment banking at Wells Fargo Securities.

Dress is business casual.

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Mar
1
7:00 PM19:00

Speaker: Jeff Biby - One William Street Capital Management

We will be joined by Jeff Biby on Wednesday, March 1, at 7:00 pm in DMSB Room 109. Dress is business casual.

Jeff is currently a Managing Director at One William Street Capital Management, a $2.5 billion alternative investment platform primarily focused on actively managed portfolios of asset-backed credit. Jeff has over 25 years of experience in research, strategy, and investment management across the global fixed income markets.
 
Working at Lehman Brothers from 1988 to 2008, Jeff held positions in the Securitized Products and the Liquid Rate Products strategies groups as well as Proprietary Trading.  He has authored numerous articles and is published in several versions of the “Handbook of Mortgage Backed Securities” as well as other trade journals. As Managing Director and the Head of Liquid Market Strategies, Jeff was a member of Lehman’s Global Fixed Income Operating Committee as well as a member of the Global Management Committees for Securitized Products, Liquid Interest Rate Products and Fixed Income Research.   

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Feb
1
7:00 PM19:00

Speaker: Lauren Koch (International Investments) - Greystar

We will be hosting our first speaker of the semester, Lauren Koch, on Wednesday, February 1, 2017, at 7:00 pm in DMSB room 112. Lauren works in International Investments at Greystar, a huge real estate firm in Charleston, and will be accompanied by a few colleagues. Lauren graduated from USC in 2010 and formerly worked at JPMorgan in NYC.

Dress is business casual.

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Jan
28
to Jan 29

Wall Street Prep Financial Modeling Seminar

We will be hosting Wall Street Prep the weekend of January 28-29, 2017, from 8:00 am -5:00 pm (both days) in DMSB 111. This financial modeling seminar is a little more technically intensive than Training the Street, and we highly recomend participating to build the skills necessary to be competitive in the industry. The cost is $200. To register (provided spots are still available), visit this link: wallstreetprep.com/seminars/south-carolina-012817-financial-modeling-boot-camp.

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