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Finance, Banking and Investment Society First Meeting 2/3/10

Finance, Banking and Investment Society First Meeting 2/3/10. Board Members. Liz Elger – FMA Rep Laura Hamilton – VP of Admin Nathan Hayes – SUSA Rep Eric Kuang – Webmaster Anna Mayr – Executive VP Kevin McCarty – VP of Finance Sam Pulitzer – Corporate Liaison Geoff Treat – President

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Finance, Banking and Investment Society First Meeting 2/3/10

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  1. Finance, Banking and Investment SocietyFirst Meeting 2/3/10

  2. Board Members • Liz Elger – FMA Rep • Laura Hamilton – VP of Admin • Nathan Hayes – SUSA Rep • Eric Kuang – Webmaster • Anna Mayr – Executive VP • Kevin McCarty – VP of Finance • Sam Pulitzer – Corporate Liaison • Geoff Treat – President • Nick Zillo – VP of Marketing • Dr. Kiss – Faculty Advisor

  3. Meeting Format • Current Events • Guest Speaker • Q&A • Networking • Be courteous • Casual Attire • Ask intelligent questions

  4. This Semester • Socials at Turtle (2) • JP Morgan Chase • Morgan Stanley • Lazard • Deutsche Bank Alex Brown • UBS Financial Services • Deloitte Consulting • Business Golf Club Tournament • GE Commercial Finance • MBA/GMAT co-hosted with ASSET • Financial Advantage Associates • Finance Competition • End of Semester Movie Night • Baltimore Trip • Westwicke Partners • Comm. Service Event

  5. Baltimore Trip • Based on Attendance to Meetings, Active Participation and Payment of Dues • Tentative Date is Friday, March 5th • Stifel Nicolas • T. Rowe Price • PNC Bank • Deutsche Bank Alex Brown

  6. Stock Competition • www.smartstocks.com • Group: FBIS Spring 2010 Password: fbis • Rules: • $1 Million • Must make 10 Trades during the semester • No more than 20% of portfolio in 1 stock • Can’t buy stocks below $5 • Only US Equities, Mutual Funds, ETFs • Cash Prizes of $100, $50 and $25 for Top 3 Performers

  7. Mentor Program • Juniors and Seniors: Email FBIS (fbis2010@gmail.com) with why you want to be a mentor and what experience you have had • Freshman and Sophomores: Email FBIS saying that you want to have a mentor and what area you are interested in learning more about. • Will try to place as best as possible, depending on how many of each category we have

  8. Current Events • 1Chipotle Gift Card per week to be raffled off for people who bring in current events to talk about for 1-2 minutes at the beginning.

  9. Resumes • Attention to detail • Formatting Mistakes (1 page only, watch margins) • Don’t include High School unless you are a Freshman and have no work experience • You can work essentially any job and present it in an appealing way. • Have as many people as possible look at it!! • Look at resumes already out there and see what they did to present their experiences (Senbet Fund)

  10. Networking • Follow up with people who give presentations at meetings • Parents • Family Friends • FBIS Members • Mock Interviews • Resume Reviews

  11. Job Deadlines • Keep on top of Job Deadlines • HireSmith • Sophomore Programs • Might not get ideal job at first • Teamwork • Entrepreneurship • Any Financial/Accounting Experience

  12. Breakout Session/Meet and Greet • Robert H. Smith family letter – Please sign! • Questions? Comments? Concerns? • See everyone next week!

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