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W HARTON U NDERGRADUATE F INANCE C LUB G ENERAL B ODY M EETING

W HARTON U NDERGRADUATE F INANCE C LUB G ENERAL B ODY M EETING. W EDNESDAY S EPTEMBER 23 , 2009 JMHH 240. Executive Board. WUFC Mission. One-Stop Shop for students’ finance-related questions and needs throughout their four years in Wharton Educate students about financial topics

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W HARTON U NDERGRADUATE F INANCE C LUB G ENERAL B ODY M EETING

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  1. WHARTONUNDERGRADUATEFINANCECLUBGENERAL BODYMEETING WEDNESDAY SEPTEMBER 23, 2009 JMHH 240

  2. Executive Board

  3. WUFC Mission • One-Stop Shop for students’ finance-related questions and needs throughout their four years in Wharton • Educate students about financial topics • Help prepare members for careers in the financial industries • Provide networking opportunities with companies, alumni, and other professionals

  4. Events in 2009 • Mentorship Programs • Mentorship pairings between company employees and club members • Networking reception • Participating companies: Morgan Stanley, Credit Suisse • Guest Speakers • Professors in the Finance Department • Industry professionals (hedge fund managers, etc.) • Internship / Career Panels • “Secrets of Wall Street” Panel • I-Banking vs. Consulting Panel • Company Presentations • Morgan Stanley Research Unplugged • Goldman Sachs Bank Debt Portfolio Group • Bank of America S&T Division • Merrill Lynch M&A Workshop

  5. Events in 2009 • Field Trips • Wall Street Trip: Ace Greenberg (Former CEO of Bear Stearns) and Credit Suisse Firm Visit • Morgan Stanley NYC Trading Floor Tour • Confirmed: Credit Suisse Site Visit • Finance Faculty Lunch Series • Professor Andrew Metrick: Venture Capital • Professor Francis Diebold: Investment Management • Professor Karen Lewis: International Finance • Workshops • Resume / Cover Letter • “Mastering an Interview” • And much more!

  6. Sponsors • Close working relationship with a few select firms • Offers strong networking opportunities and exciting events

  7. Meet N’ Greet • Informal social networking between members of the Wharton Undergraduate Finance Club • Dinners, bowling, Center City trips • Divided into groups of approx. 10 members • Network, meet other WUFC members, share ideas and feedback • Free food and entertainment! • First event in mid-October – watch out for the emails

  8. Involvement Opportunities • Position: Freshman Board Member (one year program) • Short Description: the Freshman Board member is responsible for shadowing the board members and taking the initiative to spearhead new events • Specific Responsibilities • Work with the VP of Marketing for the design of marketing materials • Assist the VP of Technology for online sign-up sheets for RSVP-needed events, listserv blasts, spreadsheets of participants, etc. • Collaborate with the VP of Corporate Relations on reaching out and managing the club’s corporate sponsors • Coordinate with the VP of External Affairs in organizing speaker events and professor luncheons • Strong performers have the opportunity to join the Board as Vice-Presidents • Not restricted to freshmen, all new members invited to apply! • How to Apply: send your resume and a short answer (max. 250 words) to the question “As a WUFC Freshman Board Member, what would be your first initiative?” to whartonfinanceclub@gmail.com before Friday, September 25th at 5:00pm. Please use the subject line “WUFC Freshman Board Member Application.” Successful applicants will be contacted for interviews.

  9. How to stay updated? • Resources • Website (http://clubs.wharton.upenn.edu/wufc/) • FacebookGroup: Search “WUFC” • Listserv – sign up computer available

  10. Thanks for coming!Questions?

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