homehome berkeley.edu   |   haas.berkeley.edu  
  Finance Club



Event Calendar

Fall 2007

1/3/2008-1/9/2008 Hong Kong Trip

An annual trip to Hong Kong. Students will visit various firms in Hong Kong to network and potentially interview with key recruiting contacts.

Date Time Firm
1/3/2008 5-7pm Citi
1/4/2008 4-6pm Goldman Sachs
1/72008 TBD Credit Suisse
1/8/2008 4-6pm Deutsche Bank
1/9/2008 10am-12pm Morgan Stanley
1/9/2008 2-3:30pm JP Morgan
1/9/2008 4-6pm Lehman Brothers

12/17/2007~12/19/2007   Haas Wall Street Trip

An annual trip to New York. Students will visit various firms on Wall Street to network and potentially interview with key recruiting contacts.

Date Time Firm
12/17/2007 9-10:30am Citi
  11:30-1:30pm Goldman Sachs
  2-4pm Deutsche Bank
  5:30-7pm Merrill Lynch
  7-9pm Alumni Networking Event
12/18/2007 8:30-10am Bank of America
  11-2pm JP Morgan
  3-4:30pm UBS
  6-8pm Lehman Brothers
12/19/2007 10:30-12pm Cowen & Co

11/19/2007   Warren Buffet Trip

The Finance Club is organizing a trip to Omaha for a Q&A session and lunch with Warren Buffett on November 19.

11/9/2007   Berkeley Finance Conference 2007

More detailed information can be found here.

10/4/2007   Wall Street/Hong Kong trip kick-off meeting, 5~6pm, F320

Come join us at the meeting. We want to meet those interested in either (or both!) of the trips and tell you more about them.

10/2/2007   Haas Finance Firm Night, 7~9pm, International House

The Haas Finance Firm Night offers a networking opportunity to connect hiring firms with Haas MBA students interested in various finance careers. Each firm will have a table/booth to display marketing/recruiting materials. Food and drinks will be provided to promote a relaxing atmosphere. The Firm Night is free of charge for members of the finance club ($15 for non-members at the door). 

For more information contact Michael Blanchard at michael_blanchard@mba.berkeley.edu

10/2/2007   Investment Club stock picking roundtable, 4:15~5:30pm, Looney's (Bancroft & Oxford)

Please RSVP to nick_mcfarland@mba.berkeley.edu

10/1/2007   Brownbag lunch: Sals and Trading information session, 12:30~1:30pm, C325

Interested in a career in finance but not sure about the different positions in an Investment Bank? Heard about Sales and Trading but not sure what it actually means? If you are interested in learning about a career in Sales and Trading, the Finance Club is having a brownbag lunch with an informal presentation and Q&A by two Haas students who have experienced the Sales and Trading side of big firms. lf you are interested in Capital Markets, but not sure about Investment Banking, Sales and Trading may be worth looking into!

For more information, please contact Melissa Hiler at hiler@mba.berkeley.edu.

09/27/2007   Market Trend Round Table, 7:30~8:30pm, F320

The Finance Club invites you to join a Market Trend Round Table discussion on "Using Earnings Management Signals to Pick Stocks."  Please RSVP to Kai (kaisun100@yahoo.com) if you are interested.

Professor Suneel Udpa (one of THE most popular on campus) has kindly agreed to chair the discussion.  We will start the meeting with Professor Upda giving a 20-minutes speech on the subject, then open up the session for interactive discussions. The presentation slide can be downloaded here. And here are some related articles.

09/21/2007   IBanking Internship Experience : Panel Discussion , 6:30~8:30pm, S480

Haas Finance Club - IBanking committee and Career Service Center are delighted to introduce Investment Banking Internship Student Panel to all Haas MBA students. Students back from summer interns are willing to share their first hand experience in various firms such as Goldman Sachs, Lehman Brothers, JP Morgan, Credit Suisse First Boston and more. The panel discussion will be followed by networking time. Snacks are provided. Please come to join them and explore your opportunities! Please sign up through careernet.

09/21/2007   Stock Picking 101 & Working in Buy-Side Investment Management, 3pm, S489

Ted Janus (MBA alum) from Palo Alto Investors will be giving a workshop on Stock Picking 101 and the Palo Alto Investors Small Cap Fund. As part of his presentation, he will discuss a case study on Peet’s Coffee. Mr. Janus will also share his tips on how to get a job in buy-side investment and how to get started in an investment fund career.

09/10/2007   Finance Club Kick-Off Meeting

Presented by the club leadership team. The presentation slide can be downloaded here.

09/07/2007 & 09/14/2007  Investment Banking Presentation Days I & II

18 firms plus more attending the networking reception.

09/05/2007   Careers In Financial Services Panel

Details coming soon.

09/04/2007   Club Fair

Finance Club will have a table. Come to learn more and sign up!

08/30/2007   Investment Banking Brown Bag

Presented by Goldman Sachs. The presentation slide can be downloaded here (password protected).

Spring 2007

4/11/2007   Presentation of Internal Auditting, 6:30pm, C250

There will be yet another exclusive finance club career presentation on Wednesday, April 11th at 6:60pm in room C250.  The East Bay Chapter of the Institution of Internal Auditors has agreed to come on campus and give their expert insight into the fascinating world of Internal Auditing. 

Internal auditors have never been more important or in more demand than they are today.  Due to the increasing complexities of business, recent fraudulent activity uncovered at major companies, more scrutiny of companies by the SEC and various regulatory bodies, and the demands now required of business due to the Sarbanes Oxley Act.  This presentation will give you and overview of the internal auditing profession and why you should consider a career in internal audit. 

The presentation will include: 

  • A DVD for about 20 minutes outlining what internal auditors do with excerpts from the Chief Auditors of Microsoft, and a few other Fortune 500 Companies
  • A PowerPoint (about 40 minutes), which will include:
    • What is internal auditing and why is it important?
    • Corporate Governance
    • Who are Internal auditors and what do they do?
    • Why you should consider a career in internal auditing
    • Internal audit functions & types of audits
    • Professional Licenses/Certification and Advanced Degrees
    • The Coso Control Matrix
    •  Sarbanes Oxley
  • Recent salary survey
  • Information on the Northern Ca. East Bay Chapter of the IIA
  • Question and answer period.

 

Please visit CareerNet to sign up for this event (listed under Workshop as World of Internal Auditing by Institution of Internal Auditors).  There is limited seating so, we are giving priority to members of the finance club.  That being said, if you are interested, please sign up ASAP as once we open this to non-members, seats are going to be at a premium.

Also, pizza will be available for those in attendance.

4/4/2007   Intern Panel & Club Mixer, 6-9pm, Blake's on Telegraph

There will be an exclusive finance club panel & cocktail event held at 6 pm on Wednesday, April 4th.  The event will take place at Blake's on Telegraph in Berkeley, where we have reserved a private room for discussion, drinks, and food.  Specifics of the event are as follows:

  • 6pm until 9pm, or whenever you feel like leaving
  • The bar is located at 2367 Telegraph (Telegraph and Durant). Click here for the map.
  • The first hour or so, there will be a panel of 2nd year finance club members who will talk to us about how to make the most out of you summer internship experience.  This panel will consist of worldly and wise 2nd years across a wide range of finance functional groups (I-banking, Investment Management, hedge funds, PE, Corporate Finance, etc.)
  • After the panel, we will open it up to drinks/food
  • The finance club will sponsor a yet-to-be determined portion of the bar tab so, get there early if you want free drinks/food
  • The lounge on the upstairs of Blake’s on Telegraph has been reserved for us – there will not be a bar up there (only on the main level) but, there will be wait staff to take drink/food orders for us

This is a great opportunity to network with fellow finance club members and give a “thank you” to any second years that may have been helpful in your internship search.  It will also serve as a valuable opportunity to learn how best to make a strong first impression this summer so that you can solidify those full-time jobs early (thus minimizing your career search next year!).

This event is only open to members of the finance club.  Non-members are welcome to attend, however they will have to join the club first. 

Please RSVP to Michael_blanchard@haas.berkeley.edu if you would like to attend.

3/22   Buy-Side Career Panel, 6pm-8pm, Room C325

This buy-side career panel is for those students interested in pursuing careers in buy-side finance (this includes Investment Management, Asset Management, Hedge Funds, Private Equity, and Mutual Fund Management). Haas alums will come to speak about the industry, and give their one-of-a-kind perspective about how to get a leg up in your buy-side job search. We have compiled an all-star cast of alumni who cover a wide spectrum of the buy-side industry. The presentation slide can be downloaded here (password protected).

Panelists:

  Joel Drescher Associate Analyst Ascend Capital, LLC (Hedge Fund)
    Joel Drescher has seven years of capital markets experience. Prior to joining Ascend, Mr. Drescher served as Chief Operations Officer at Odyssey Value Advisors, an equity long/short hedge fund. Previous to that, he served as a Senior Associate at XL Capital Investment Partners and an Investment Banking Analyst at ING Barings. Mr. Drescher received a M.B.A. and a J.D., both from the University of California at Berkeley. He received a B.A., with Honors, from Stanford University in 1997.
  Ben Allen Senior Research Analyst, Parnassus Investments (Mutual Fund)
    Ben Allen has been a senior research analyst with Parnassus Investments since July 2005. Parnassus is a $1.3 billion value-oriented mutual fund based in San Francisco. He began his career in 1999 as a financial analyst in Morgan Stanley's investment banking division before moving into the firm's venture capital group in 2001. Ben received an AB in Government from Georgetown University and an MBA from the University of California at Berkeley. He interned with Parnassus during the summer of 2004.
  Chad Rogers Fundamental Capital (Private Equity)
    Chad Rogers is currently a Vice President at Fundamental Capital, a middle market private equity firm that makes control investments in small, U.S. based businesses in a variety of industries. Chad's role is primarily focused on sourcing and evaluating new investment opportunities as well as providing operating guidance to the current portfolio of investments. Prior to Fundamental Capital, Chad worked as the CFO for Aliph Inc., a venture-backed start-up that developed and marketed noise abstraction technology and consumer products for the mobile communications markets. Previously, Chad worked in Silicon Valley, where he was instrumental in founding Axiomatic Corporation, an interactive television software start-up. Prior to this start-up, Chad operated as the Director of Finance and Corporate Development for InterTrust Technologies, Inc. (NASDAQ – ITRU), where he was focused on identifying, executing and implementing M&A transactions and raising capital in the public markets. Chad began his career as an investment banking analyst with Harris Williams & Company, focused on middle market M&A transactions. Chad holds an MBA from the Haas School of Business at the University of California, Berkeley, and a Bachelor of Science from the McIntire School of Commerce at the University of Virginia. Currently, Chad sits on the board of Allen Technologies, Inc.