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Berkeley Finance Club Fall Kickoff Meeting September 10th, 2007 Agenda Berkeley Finance Club Introduction Careers Academics Alumni Berkeley Finance Conference Warren Buffett Trip Investment Club Membership Registration Introduction Club Mission Introduction

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Berkeley Finance Club Fall Kickoff Meeting

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berkeley finance club fall kickoff meeting
Berkeley Finance Club

Fall Kickoff Meeting

September 10th, 2007


Berkeley Finance Club

  • Introduction
  • Careers
  • Academics
  • Alumni
  • Berkeley Finance Conference
  • Warren Buffett Trip
  • Investment Club
  • Membership Registration
club mission
Club Mission


  • The Berkeley Finance Club is committed to assist members in
      • Career Search
      • Finance Education
      • Networking


bfc dedicated team
BFC Dedicated Team


Beidi Zheng


Josh Bleharski

Co-Chair - Conference

Apurva Shah


Mike Blanchard

VP - Careers

Hull Xu


Jie Shen

VP - Alumni

Koen The

VP - Communications

John Bruno

VP - Academics

Satish Kumar

VP - Finance

ChengNing Yang



career committees
Career Committees


  • To help you explore various finance career opportunities and land a position.
  • Investment Banking Committee– Chairman: Li Chen
  • Corporate Finance Committee– Co-Chairs: Suwanna Trirattanathada & Laura Chow
  • Private Equity Committee– Chairman: Jens Dueing
  • Sales & Trading Committee– Chairwoman: Melissa Hiler
  • Buyside Committee– Chairman: Vasanth Mohan
events and programs
Events and Programs


  • Events
    • Industry Brown Bag – Various dates
    • 2nd Year Summer Experience Panel – Various dates
    • Firm Night – Oct. 2
    • Wall Street Trip – Dec. 17-19
    • Hong Kong Trip – Early Jan
    • SF Corp Fin Trip – TBD
  • Programs
    • Mentor Program
    • Resume Review Program
    • Mock Interview Program


finance club firm night logistics
Finance Club Firm Night - Logistics



  • Date: Tuesday October 2nd, 2007
  • Time: 7:00pm – 9:00pm
  • Location: International House, 2299 Piedmont (exit Haas, take a right, on your left about ½ mile down the road)
  • Format:
    • Company booths
    • Students are welcome to roam at their own pace
    • Remember your networking etiquette from O-week!
  • Dress: Business Casual
  • Registration: Please email your resume to “” by Friday, 9/14
finance club firm night firms
Finance Club Firm Night – Firms


The following firms are a subset of those that will be present:

  • Autodesk
  • Thomas Wiesel
  • Apple
  • Banc of America Securities
  • Chevron
  • Cisco
  • Farmers Insurance
  • Analysis Group
  • Harris Williams
  • Houlihan Lokey Howard & Zukin
  • JP Morgan
  • RBC Capital Markets
  • Cowen and Company
  • Barclays Global Investors
  • Hewlett Packard
  • Legg Mason
finance club firm night volunteers
Finance Club Firm Night – Volunteers



  • Pre-Firm Night (times are flexible)
  • During Firm Night:
    • 6-7pm
    • 7-9pm (you will still be able to partake in the Firm Night)
    • 9-10pm
  • Sign-up on volunteer sheet or email “” if you would like to help


Case competitions

  • Case competitions allow students to get good first-hand experience
  • Opportunity to improve the finance reputation of Haas
  • Great for interviews and career switchers
    • Kellogg Restructuring Case Competition
      • November 8 - 10
    • Cornell Stock-Pick Challenge
      • November 2
    • Chicago National IPO Challenge
      • November 3
  • Contact John Bruno ( if you are interested in participating in these competitions
  • MBAA and the finance club reimburse some of your expenses for these competitions
  • It is important that if you sign-up to participate that you fulfill this commitment
    • We may institute a deposit policy to ensure participation


Workshops, Case Studies and Industry Talks

  • We will be organizing a variety of workshops, case studies and industry talks throughout the semester, enabling students to learn more about what is going on in the finance industry today.
  • We will send out emails announcing these events, but they will include:
  • Workshops
    • Training the Street
      • September 16 for 2nd years
      • Another session is being organized later this year for first years
  • Case Studies
    • We are working with a variety of employers, including investment banks and buyside firms to come to campus to lead case study workshops for students
  • Industry Talks
    • Opportunity to take advantage of the faculty resources we have here at Haas
    • Every few weeks on a different topic pertinent to what is going on in the economy
    • Sep 17th Monday - C110: Prof. Nancy Wallace will be giving a talk on the Subprime Mortgage and Credit Markets
      • Unbelievable chance to learn about what is going on in the market from one of the experts in the field
  • Berkeley Finance Club on LinkedIn
  • Events
    • Alumni Cocktail Mixer– Dec. 1st week
    • Alumni Dinner – Monthly
      • Format: 3 Alumni from the Financial Services Industry and 6-8 club members
      • Venue: quiet SF/bay area restaurant
      • Testimonials:
        • “Thanks for the invite. It's always a pleasure to meet the new batch and good to be able to help out.”From Atul Tiwary (Investment Banking Associate at RBC Capital Markets)
        • “Thanks for the note and invite.  It was a pleasure to come and reconnect with some Haas folks. I liked the fact that it was just a small group of students.”

From Melissa Daniels (Executive Director, Private Equity at Morgan Stanley Venture Partners)

        • “I enjoyed the event and I think it is a promising format for future events.”

From Michael Ellis (Senior Investment Professional at Avera Global Partners)

      • First Alumni Dinner Event: September 27th, 7.30 pm, location TBD
conference status update
Conference Status Update

Berkeley Finance Conference

We are in on track to have a successful conference

  • Balancing Risk and Return Through Innovation
    • When: November 9th, 2007
    • Where: Haas School of Business
  • Keynote speakers – confirmed!
    • Morning keynote: George Lee, Partner, Global Head of Technology Banking, Goldman Sachs & Co.
    • Afternoon keynote: Dr. Reuven Glick, Group Vice President of International Research, Federal Reserve Bank of San Francisco
  • Panel guests – over 50% confirmed!
    • Investment Management
    • The future of private equity
    • Corporate finance roundtable
    • Emerging trends in investment banking
    • Valuation of non-conventional assets and technologies
    • The business case for corporate social responsibility - are good deeds rewarded by higher returns?
  • Sponsorship:
    • Committed: JPMorgan $10,000
    • Strong leads: Apple, Cisco, McKesson, Citi, Lehman
berkeley finance conference continued
Berkeley Finance Conference (continued)

Berkeley Finance Conference

Volunteers needed!

  • Marketing
    • Registration available by 9/17/2007
    • Pricing: $40 Finance club member, $50 Haas student, $100 professional
    • Target attendee: students 70%, professionals 30%
  • Operations/Logistics
    • Finalizing location
    • 100 parking permits for purchase
    • 35 parking permits reserved for keynote/panel guests
    • Catering:
      • Continental breakfast
      • Small group networking lunch
      • Cocktail reception
  • Need volunteers in all areas!!!
    • Contact Hull Xu ( or Josh Bleharski (
warren buffett trip
Warren Buffett Trip

Warren Buffett Trip

  • Date: November 19-20
  • Location: Omaha , Nebraska
  • Agenda:
    • 8:30-9:30 Q&A/tour at Nebraska Furniture Mart, a Berkshire Hathaway subsidiary
    • 10:00-12:00 Q&A with Mr. Buffett at Berkshire Hathaway.  Mr. Buffett will give a short speech and then spend most of the time answering questions on a rotating basis between the schools. 
    • 12:30-2:30 Lunch with Mr. Buffett at one of his favorite steakhouses.  (Lunch is on him!)
    • 2:45-4:00 (Haas only) Q&A with Donald Wurster (Haas alum), President of National Indemnity, a Berkshire Hathaway subsidiary
  • Logistics: $100 deposit upon selection (returned upon completion of trip)

Hotel and airfare are at your own expense

  • Registration: Please email Billy “” by Monday, 9/10
    • Example email format: “John Doe,, Full-time MBA, 2008, yes, 1234“

club member status student ID last 4 digits

investment club
Investment Club

Investment Club

  • Haas Investment Fund
    • Student-managed portfolio
    • Integrated with curriculum
    • Faculty and industry advisors
    • Target Launch: Spring 2008
  • Advising
    • Mentorship and Career Advising
    • Resume Review
    • Mock Interviews
  • Programs and Events
    • Investment Roundtable
    • Spring Investment Speaker Series
    • Guest Speakers
investment fund
Investment Fund

Investment Club

  • Overview
    • Student-managed portfolio
    • Faculty and industry advisors
    • Target Launch: Spring 2008
  • Philosophy
    • Value Investing: Graham and Dodd-style
    • Margin of Safety
  • Curriculum
    • Gateway class for fund management
    • Related portfolio management coursework
    • Lectures, speaker series, independent study
  • Returns to Haas
    • Portion of gains returned to Haas for Finance and Accounting programs
how to join the club
How to join the club?

Membership Registration

  • Membership Fee
    • $50 covers your entire program stay
    • $30 covers one year
  • Payment
    • Check payable to “Berkeley Finance Club”
    • Give check to Satish Kumar (2nd Full-time MBA, mailbox in MBA lounge by Bank of America Forum)
  • Participation Opportunities
    • Career Committee managers (please indicate which committee you are interested in)
    • Wall Street Trip lead
    • Hong Kong Trip lead
    • Firm Night volunteers
    • Finance Conference managers/volunteers
    • Alumni party planning manager
    • Case competition lead
    • Case study manager