Engagements

We are excited to present numerous education opportunities for students:

Career Exploration: IM, Equity Research, Hedge Fund, and Private Wealth (All in One)
Explore career options outside of banking and hear recruiting stories.

Investment Process and How to Pick the Right Investment
Examine how buyside analysts look at equities, the difference between growth and value investors, and more.

Elements of a Good Stock Pitch
Overview the components of a stock pitch, plus high-level look at company/valuation methods.

Valuation/Modeling Assumptions
Overview of company valuation, considerations going into DCF model assumptions, balance sheet, and capital allocation.

Financial Statement Analysis
Review Financial, Activity, Liquidity, Solvency Ratios, and capital allocation.

Firm Strategy and Ecosystem
Learn how to conduct analysis of industry, competition, firm’s strategy and ecosystem.

Financial Literacy Workshop
Learn about personal finance, financial planning, and the basics of investing.

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