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Graduate Finance Association Kick-Off Meeting August 28, 2006 Agenda Welcome Executive Board Introductions What We Do and Why YOU Should Join Upcoming Events Membership Details What Should I Be Doing Now? Q&A Welcome to Tepper Congratulations! The Graduate Finance Associate (“GFA”)

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Presentation Transcript
  • Welcome
  • Executive Board Introductions
  • What We Do and Why YOU Should Join
  • Upcoming Events
  • Membership Details
  • What Should I Be Doing Now?
  • Q&A
welcome to tepper
Welcome to Tepper
  • Congratulations!
  • The Graduate Finance Associate (“GFA”)
    • One of the Largest and Most Active Clubs at Tepper
    • Focused on Select Fields in Finance

Our Mission:

  • Enhance understanding of investment banking, sales and trading, corporate finance, research, and the broader field of finance
  • Prepare our members for finance careers
  • Cultivate and encourage continuous learning and discovery of recent trends within the various fields in finance
gfa executive board
GFA Executive Board
  • Pauline Grinberg President
  • Seth Morganstern Vice President
  • Christopher Breig VP Internal Affairs
  • Elliot Drabs VP Case Competitions and Corporate Sponsorship
  • Abhishek Jain VP Alumni Relations
  • Coy Ross VP Mentoring, Investment Banking
  • Erin Moyer VP Mentoring, Sales & Trading
  • Kevin Lowe VP Mentoring, Corporate Finance
  • Wai Chan Editor of the GFA Journal
  • Kenneth Lee Treasurer
  • Ravi Madasu Chief Technology Officer
what we do and why you should join
What We Do and Why YOU Should Join
  • Career Assistance
    • Finance internships/careers
    • Mentoring
    • Mock Interviews
    • Finance Recruiting Guide
    • NYC Recruiting Trip
    • Work Closely with the COC (Ken Keeley)
  • Education
    • Training the Street, Inc.
    • Course Guidance
    • Case Competitions (Accounting, Corp Fin, Fin Engineering)
    • Educational Workshops – Talking Business
  • Alumni Relations/Build Tepper Finance Network
    • Networking Preparation and Opportunities with Professionals
    • Executive Speaker Series
    • 2nd Year Support and Networking
    • Faculty and Administration
    • Website

Upcoming Events:

  • Mini 1
    • First Membership Meeting, “Careers in Finance” – Mid-September
    • Talking Business Series – TBD
    • IB, S&T, Corp Fin Mentoring Seminars – September 26th, 27th, 28th
    • Accounting Case Competition – September 29th and 30th
    • Doug Wezniak, Treasurer’s Department, ExxonMobil – October 12th
    • Wall Street Trip – October 23rd and 24th

Mini 2:

    • Training the Street – Valuation Seminar – October 27th and 28th
    • Guest Speakers - TBD
    • Curriculum Overview – November 13th or 14th
    • Mock Interviews: Informational & Super Day - TBD

Minis 3 and 4:

    • Training the Street – Financial Modeling – March 23rd and 24th
    • Guest Speakers
    • Corporate Finance and Lehman Brothers Financial Engineering Case Competition
    • Education Workshops
member quotes
Member Quotes

“Best Club at Tepper! Provides the best value and the most activities.”

“New York Trip was a great opportunity to learn more about IB and S&T.”

“Training the Street was an awesome introduction to valuation and real-world finance application.”

“The mentoring sessions were really valuable; I learned a lot about the different finance areas. The recruiting guide is essential.”

membership dues
Membership Dues

MBA 2008 – 1 Year Membership


MBA 2008 – 2 Year Membership

$140 (strongly encouraged)

MBA 2007 – 1 Year Membership


MSCF Only Membership – 16 Mos.


Flex-Time – 1 Year Membership


pay ken lee
Pay Ken Lee!
  • Make check payable to “Carnegie Mellon University”
  • Write your program year and “GFA Dues” and email address in the subject line

(Example: “MBA08 GFA Dues -”)

  • Deposit check in Ken’s (Kenneth Lee) mailbox located in Posner near the first-year lockers
  • Send Ken an e-mail] indicating that you have delivered a check
  • Ken will send you a receipt confirmation e-mail
  • Please have checks delivered to Ken by this Sunday at 5pm
first membership meeting careers in finance
First Membership Meeting, “Careers in Finance”
  • Paid Members Only!
    • Members only will receive recruiting and interview preparation guides

This month:

  • First Membership Meeting, “Careers in Finance”
  • Talking Business Series
  • IB, S&T, Corp Fin Mentoring Seminars
  • Accounting Case Competition
what should i be doing now
What Should I Be Doing Now?


  • Read the Wall Street Journal every day
  • Rewrite your resume
  • Attend Corporate Presentations
  • Read finance related books
  • Do NOT contact finance professionals
  • Join the GFA