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Welcome To Mentorship!. Abhijan Khosla (Director of Mentorship). Welcome. Please bring your laptop to every session Questions are very important, if you have a question don’t hesitate to ask We will meet from 6 -7 p.m. every Tuesday and Thursday for the next 4 weeks

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welcome to mentorship

Welcome To Mentorship!

Abhijan Khosla (Director of Mentorship)

welcome
Welcome
  • Please bring your laptop to every session
  • Questions are very important, if you have a question don’t hesitate to ask
  • We will meet from 6 -7 p.m. every Tuesday and Thursday for the next 4 weeks
  • My email – ankhosla@gmail.com
  • Feel free to email questions, comments or concerns
  • Mentorship sign-up; tinyurl.com/mentorship13

GTSF Investments Committee

how mentorship works
How Mentorship Works
  • 1 hour sessions
  • Topics covered
    • Careers in finance and Macroeconomics
    • Market Basics
    • Finance and Accounting basics
    • Moc Pitch Week
  • 2 sessions are reserved for a meet and greet and moc-pitch session
  • After session 8 you will be tested on what you have been taught during mentorship

GTSF Investments Committee

meet and greet and moc pitch
Meet and Greet and MocPitch
  • These two sessions are very important
  • They will take place on the 17th and the 19th
  • 17th
    • Meet and Greet
    • 10 minutes with each SA
    • Ask good questions and learn about how their sector works
  • 19th
    • 2 hour session
    • you are the analyst!
    • you will be making and pitching a company to your peers

GTSF Investments Committee

who am i
Who Am I?

GTSF Investments Committee

the gt student foundation gtsf
The GT Student Foundation(GTSF)
  • Founded on January 26, 1986
  • J. Erskine Love Jr. donated $100,000 to promote philanthropy at GT
  • One of the few solely student operated collegiate organizations in the nation
  • Awards grants to student organizations that enhance Georgia Tech
  • Funds are granted by an endowment run by the IC
  • 2013 CASE ASAP Outstanding Org of Year

GTSF Investments Committee

gtsf committees
GTSF Committees
  • Allocations
  • Development
  • Investments
  • Financial Programming
  • Events
  • Marketing
  • Freshman Leadership Initiative (FLI)

GTSF Investments Committee

gtsf committees1
GTSF Committees
  • Allocations
    • Has given $550,000 to over 300 organizations
  • Development
    • Act as liaisons that educate the student body about GTSF and urges participation through GT Roll Call
    • 5,200 donors last year
  • Investments
    • Nearly $1MM (975K) under management
    • Largest student run endowment in the nation
    • We are a long only endowment
    • We donate our dividends and some portion of cash holdings (~ 20K) a semester back to GT student organizations

GTSF Investments Committee

gtsf committees cont
GTSF Committees (Cont)
  • Financial Programming
    • Hosts an investments speaker series and finance career fair
    • Runs a financial literacy program to help high schoolers learn about basic finance
  • Events
    • Focused on planning and implementing GTSF Gives Back and Philanthropy Week
  • Marketing
    • In charge of managing the GTSF brand
  • Freshman Leadership Initiative (FLI)
    • Open only to freshman, prepares them for leadership roles throughout GTSF

GTSF Investments Committee

ic organizational structure
IC Organizational Structure

IDG

Sector Analysts

Analysts &

General Members

GTSF Investments Committee

sectors of the ic
Sectors of the IC
  • Financials - Arjun Gopinath
  • Health Care - Andrew Reed
  • Industrials - David Langley
  • REITs - David Barr
  • Services -Raymond DeCuir
  • Technology - Saxon Bartsch
  • Energy - Corey Nettles
  • Consumer Cyclicals - Brandon Bane
  • Consumer Staples - Michael Schmit
  • Fixed Income - Eric Keener
  • Alternative Investments - Brandon Danzig

GTSF Investments Committee

careers in finance
Careers in Finance

GTSF Investments Committee

possible finance careers
Possible Finance Careers
  • Investment Banking
  • Commercial Banking
  • Sales and Trading
  • Asset Management
  • Wealth Management
  • Hedge Funds
  • Private Equity
  • Venture Capital
  • Corporate Finance

GTSF Investments Committee

investment banking
Investment Banking
  • Strategic Advisors providing services and finance advice to companies i.e. recommending a potential acquisition
  • Make money for advising and transacting
  • Split into Bulge Bracket (large), Mid Market (medium) and Boutique (small) firms
  • Typically hire students out of college for a two year analyst program
  • Pay: ~ 70K + bonus (can be a significant % of base based on deal flow)
  • Depending on area of the bank hours range from 60 - 100+ per week

GTSF Investments Committee

commercial banking
Commercial Banking
  • Loan money to companies and take deposits
  • Make money on the difference between the lending rate and the deposit rate
  • Focus on the creditworthiness of borrowers
  • Usually hire out of college for a two year credit analyst program - may have a rotational component
  • Pay: ~ 50K + small bonus
  • Hours : 40 - 80 depending on work flow and area of the bank

GTSF Investments Committee

sales and trading s t
Sales and Trading (S&T)
  • Sales - sells the product
  • Trading - trades the product on the open market
  • Work in tandem to grow revenue for the bank
  • Sales generate revenues by charging commission on the product being sold
  • Trading manages risk for the bank and makes money positioning themselves correctly in the marke
  • Hours: vary by product usually 60 - 80/week
  • Pay: ~ the same as IB + bonus more closely tied to performance

GTSF Investments Committee

asset management
Asset Management
  • Team within a firm dedicated to managing client’s assets via a defined strategy
  • Run by dedicated Portfolio Managers with access to in depth research making them more informed than retail investors
  • Usually offered to high net-worth individuals, pension funds, corporations
  • Make money from a management fee (2%) on all assets under management (AUM)
  • Hours: 50 - 70 hours/week
  • Pay: ~65K + small bonus (5-10 K)*

GTSF Investments Committee

wealth management
Wealth Management
  • Customized money management solutions
  • Usually deal with high net-worth and ultra high net-worth individuals
  • Often requires going beyond simple investing to other finance related activities such as tax planning, accounting, and estate planning
  • Make money from a management fee (depends on the services provided)
  • Hours: 50 - 70/week
  • Pay: ~65K + small bonus

GTSF Investments Committee

hedge funds
Hedge Funds
  • Provide investment opportunities to wealthy investors seeking to grow their investments
  • Don’t disclose their strategies and aim at generating the maximum return possible for their client base
  • Can pursue gains in any legal way they want and often use exotic products as well as leverage to maximize returns
  • Make money by charging a management fee on assets (2%) and a fee on profits (20%)

GTSF Investments Committee

private equity pe
Private Equity (PE)
  • Purchase controlling interests in private companies with the goal of taking them public or selling them for a profit in the future
  • Use their ownership stake to implement management change, provide financial advice and improve company operations
  • Most PE firms have a diversified portfolio of companies in which they invest
  • Make money through the sale or IPO of companies in their portfolio

GTSF Investments Committee

venture capital vc
Venture Capital (VC)
  • Provide funding to companies in return for an ownership interest - invest other people’s money
  • Help to grow ideas into successful companies via funding and expertise
  • Usually 3 stages of VC (early, middle and late)
  • Early stage investors invest in ideas and very young startups, and the later stages are more like PE
  • Make money from selling equity interest
  • Angel investors are very similar to VC’s but they only invest their own money

GTSF Investments Committee

corporate finance
Corporate Finance
  • Help corporations manage financial risk that is found in all aspects of the business
    • Counterparty risk - both supplier and customer
    • Commodity risk
    • Currency risk
    • Interest rate risk
  • Make money by helping the company manage risk
  • Individuals hired out of undergrad usually participate in a rotational program seeing how finance impacts the business
  • Hours: Vary widely (40 - 80)
  • Pay: 60K + small bonus

GTSF Investments Committee

central banks
Central Banks
  • What is a central bank?
  • What is the purpose of a central bank?
  • What are the main central banks in the world?

GTSF Investments Committee

interest rates
Interest Rates
  • What do global interest rates represent?
  • What has been happening with interest rates recently?
  • Why do countries have different interest rates?
  • What is QE?
  • Why does everyone care about it?

GTSF Investments Committee

quiz time
Quiz Time!

In what year was the student foundation created?

  • 1992
  • 1980
  • 1986
  • 1984

GTSF Investments Committee

quiz time1
Quiz Time!

In what year was the student foundation created?

  • 1992
  • 1980
  • 1986
  • 1984

GTSF Investments Committee

quiz time2
Quiz Time!

Which of the following is NOT an GTSF Committee?

  • Allocations
  • Advertising
  • Financial Planning
  • Development

GTSF Investments Committee

quiz time3
Quiz Time!

Which of the following is NOT an GTSF Committee?

  • Allocations
  • Advertising
  • Financial Planning
  • Development

GTSF Investments Committee

quiz time4
Quiz Time!

My career opportunities in finance include

  • Hedge Fund Analyst
  • Investment Bank Analyst
  • Corporate Credit Analyst
  • Oil Futures Trader
  • All of the Above

GTSF Investments Committee

quiz time5
Quiz Time!

My career opportunities in finance include

  • Hedge Fund Analyst
  • Investment Bank Analyst
  • Corporate Credit Analyst
  • Oil Futures Trader
  • All of the Above

GTSF Investments Committee

next time
Next Time
  • Markets!
    • How the markets work
    • How we make investment decisions

GTSF Investments Committee