Apr
9
6:00 PM18:00

Speaker: Wells Fargo

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.

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Apr
2
to Apr 3

Wall Street Prep: M&A and LBO Modeling Seminar

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/

PROGRAM AGENDA

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

Online at https://www.wallstreetprep.com/seminars/university-south-carolina-040718/

 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 mblair@wallstreetprep.com

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Mar
26
4:00 PM16:00

FinTech Industry Panel

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.

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Mar
24
to Mar 25

Adventis Modeling Seminar

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 (apeura@email.sc.edu)

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Mar
7
7:00 PM19:00

Meeting: SunTrust Robinson Humphrey

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.
 

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Feb
28
7:00 PM19:00

Speaker: Textron

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.

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Feb
21
7:00 PM19:00

Resume Workshop

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.

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Feb
13
6:00 PM18:00

Speaker: Pete Selleck (CEO of Michelin)

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!

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Feb
10
to Feb 11

Training the Street Financial Modeling Seminar

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.

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Jan
31
7:00 PM19:00

Speaker: John Jonson (Lyrical Partners)

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.

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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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