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Finance Workshop News

Purdue Equity Conference 2017

April 3rd, 2017

March 30, 2017

Purdue Finance Workshop in New York City

On March 30, 2017, six Finance majors from the Krannert Undergraduate Program networked over breakfast with about 20 alumni members of the Purdue Finance Workshop. Professor Charlene Sullivan and Krannert Director of Advancement Kathleen Bowman joined the event, bringing the alumni members up to date on the activities of the Purdue Finance Workshop and the upcoming Purdue Day of Giving. Blake Saunders, Nicholas Zak, and Sam McCartney reminisced about the early history of the Workshop as they greeted new members of the network of finance alums. The students were in town to participate in the Quinnipiac Global Asset Management Education Forum VII.

Students Brandon Ko, Allie Pogatchnik, Virginia Deig, Josh Groh, Vaille Brank, and Meaghan Hawkins were impressed with the variety of financial firms that were represented at the networking event and look forward to arranging informational interviews and follow-up connections with the alums. Several of the students are sophomores and were very happy for the opportunity to start planning for their internships. David Fox from Blackstone Private Equity and Josh Stolarz with E&Y discussed the recent decisions from the Federal Reserve Board regarding interest rates and potential changes in corporate taxes that would impact the Private Equity Business. While enjoying coffee and fresh pastries, all attendees shared their upbeat outlook for financial markets and deal-making for the next 12 months.

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March 24, 2017

The Purdue Finance Workshop and the Krannert Leaders

Academy sponsored the 2017 Purdue Private Equity Conference on Friday, March 24. The conference brought together students and alumni to learn from current leaders in the field of private equity. Dean Dr. David Hummels welcomed the guests and inaugurated the conference. The conference was attended by fifty undergraduate and graduate students as well as ten faculty, alumni and guests. Graduate student Samarth Gupta and Associate Dean Charlene Sullivan worked with Krannert School Alumni Association to identify panelists and guests.

  • Read More about Event Summary

    Krannert alum and Partner at EY, Mike Rogers delivered a presentation on global private equity review. He shared a presentation with the audience on how private equity landscape has evolved over time. The discussion also involved increasing influence of mid-west based targets in the private equity investment cycle. This was followed by three panel discussions on various aspects of private equity deal life cycle.

    The first panel discussed issues related to fund-raising and deal originations. Brian Graves from Bridge Partners and Richard Byrd from US Capital shared their views on how deal flow affects the overall investment pipeline for private equity and alternative investment firms. Kurt Estes from Sikich informed the audience about his experiences as an investment banker trying to get the deals done from private equity buyers and sellers. Debra Skorupka from Pwc shared her views on how M&A advisors shape the overall deal structure with post-close and pre-close due diligence, synergy analysis and merger integration. Also on the first panel was Matt Reckamp from Mercer Investments who shared his outlook as a researcher on Public and Private Equity funds. The discussion started with David Cooper from Purdue Research Foundation sharing his outlook on Purdue’s Investment Budget through Endowment funds and Private Equity Investments.

    The second panel discussed role of operational efficiency and due-diligence post-close of acquisition. Tracy Marshbanks from First Analysis shared his company’s role as a provider of research material to private equity firms. Doug Shrock from Crowe Horwath pointed towards the role of private equity firms towards enhancement of EBITDA margins at investee firms. Amar Shah from Keystone and Matt Cohoat from Becknell added their role as consultant and CFO on advisory boards of manufacturing firms operated by private equity buyers. Kyle Reesing from Strattam discussed a private equity portfolio manager’s perspective towards deal management and tuck-in acquisitions.

    The third panel discussed the finer details of tax advisory and legal issues when completing a private equity merger or acquisition. Brent Coudron from Barnes and Thornburg Law firm brought in a lawyers’ perspective to the overall M&A process in private equity. He also introduced the audience to indemnification procedures, seller and rep warranties and escrow agreements. Josh and Steve from EY’s tax practice added the perspective of a tax attorney towards realization of long term capital gains in private equity transactions. The conference wrapped up with a networking luncheon in Weiler Lounge.

Watch a recording of the conference here.


Krannert Center, West Lafayette, IN

  • 8:30-8:45 : Introduction
    Introduction of Krannert School of Management Dr.David Hummels, Dean
  • 8:45-10:00 : Presentation
    Presentation: Global Private Equity Survey 2017 by Ernst and Young

    Speaker - Michael Rogers

    Michael Rodgers

    Mike is a Principal in EY’s Transaction Advisory Services (TAS) practice with 30 years of corporate advisory and finance experience - 15 years in Big 4 management consulting (EY), and 15 years in global corporate and investment banking (Bank of America Merrill Lynch). Mike leads and manages EY's US Private Equity Origination team as part of the firm's Global Origination practice. He works closely with EY's 15 industry sectors and M&A Lead Advisory Practice to originate specific ideas for targeted clients via predictive analytics originating buy-out, secondary, carve-out, and minority interest transactions with enterprise value of greater than $100MM in the US. He works closely with global origination teams in EMEIA and Asia-Pac to address cross-border opportunities. Michael received his BSM from the Krannert School of Management at Purdue University and his MBA from the Tippie School of Management at the University of Iowa

  • 10:00-11:30 : Panel Discussion
    Panel Discussion: Faculty moderated discussion with professionals in capital raising, deal originations and dry powder generation

    Speaker 1 - Matt Reckamp

    Matt Reckamp

    Matt has been a senior researcher in Mercer Private Markets since 2014. He spends his time researching private equity funds and assisting clients with private equity investments. Matt previously worked as a senior researcher in Mercer’s Equity Boutique, covering US public equity strategies. Matt joined the firm in 2006 and works out of the St. Louis office. He formerly served as managing director of research for Hammond Associates. Prior to that, Matt spent nine years in manager research at the former A.G. Edwards & Sons (now Wells Fargo Advisors). While there he was responsible for a group of analysts covering all traditional asset classes for the firm's separately managed account programs. Before that, Matt worked in the Banking Supervision and Regulation division of the Federal Reserve Banks of St. Louis and Chicago. Matt earned a BBA degree from St. Mary's University in San Antonio, Texas, with a concentration in finance. He obtained his MBA from Washington University in St. Louis, Missouri.

    Speaker 2 - Richard Byrd

    Richard Byrd

    Richard is a Senior Vice President at US Capital Partners Inc. He is responsible for all aspects of the firm’s debt and equity business development, advisory services, and client relationship management. He holds special expertise in medical devices, senior centers, logistics/trucking, community banks, IT, and other manufacturing niches. With over 25 years of investment banking experience, Mr. Byrd has orchestrated and assisted in capital raises totaling over $600 million. He specializes in capital raises for companies with ownership or control changes, in ESOP funding, and in community banks. A postgraduate of Indiana University, Mr. Byrd has a Masters of Public Affairs with a concentration in Budgeting & Municipal Finance. He obtained his B.A. from Purdue University with a concentration in Science & Agriculture.

    Speaker 3 - Brian Graves

    Brian Graves

    Brian is a Managing Director at Bridge Partners. He works with executives to increase the value and effectiveness of their business by focusing on five key areas: Growth Strategy, Merger & Acquisitions, Investments, Post Merger Integration, Business Performance Improvement, and Organization Effectiveness. He has created over $500 million in value as a senior executive for corporate and business unit strategy development at Fortune 500, Middle Market, and Inc 500 high growth companies. Brian holds a MBA with a specialization in Finance & a concentration in Strategy from the University of Chicago Graduate School of Business and is a CM&AA (Certified M&A Advisor). He holds a Bachelor of Science in Industrial Engineering from Purdue University.

    Speaker 4 - Debra Skorupka

    Debra Skorupka

    As an Advisory Partner at PwC, Debra consults on large scale transformation projects as a result of mergers/IPOs, system changes, and other significant business impacts. With over 18 years’ experience in finance, M&A transactions, and transformation, Debra is recognized for executing on complex ventures within highly challenging Corporate, PE and pre-IPO environments. Debra has since consulted with clients globally to achieve over $4B in cost and revenue synergies. Debra earned her Master’s in Management with a concentration in Finance from Krannert School of Management at Purdue University. When not at work, Debra enjoys outdoor activities with her son and husband Chad, a collegiate tennis coach.

    Speaker 5 - David Cooper

    David Cooper

    Mr. Cooper is the Chief Investment Officer of the Purdue Research Foundation and is responsible for overseeing investment assets totaling $7 billion including endowment, operating funds, and retirement assets for Purdue University and the Purdue Research Foundation. Previously, Mr. Cooper was the Chief Investment Officer of the $30 billion Indiana state pension plan, the Indiana Public Retirement System (INPRS). Before his time at INPRS, Mr. Cooper was a Senior Investment Consultant for Anthem, Inc., one of the nation’s largest health insurance companies. Mr. Cooper holds an undergraduate degree from Purdue University and a Master’s of Business Administration (MBA) degree from Butler University. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) designee. In 2015, Mr. Cooper was presented the Sagamore of the Wabash Award, the highest honor bestowed by the Governor of Indiana.

    Speaker 6 - Kurt Estes

    Kurt Estes

    Kurt has over 15 years of transaction experience including investing in or creating businesses around innovative technologies. He has conducted or managed over 50 venture capital transactions covering all stages of a startup’s life, seed through mezzanine, to liquidity events. In addition, Kurt has negotiated a wide variety of deals, including asset buyouts, recapitalizations, spin-outs, strategic partnerships, licensing agreements and various debt structures. Prior to joining Sikich, Kurt spent 12 years at Motorola where he co-founded the Strategic Intellectual Asset Management organization, as well as the internal venture capital program, which managed incubation investment programs with over $100M in net present value. In addition, he executed merger & acquisition integration plans, provided strategic investment analysis, due diligence, and managed relationships between portfolio companies and Motorola businesses. He holds an MBA from Northwestern University and MS in Mechanical Engineering from Purdue University.

  • 11.30-13:00 : Working Lunch
    Weiler Lounge in Krannert Center
  • 11:45–13:00 : Panel Discussion
    Panel Discussion: Faculty moderated discussion with professionals in portfolio management, funds-of-funds and restructuring

    Speaker 1 - Tracy Marshbanks

    Tracy Marshbanks

    Tracy serves as Managing Director at First Analysis Securities Corporation. Mr. Marshbanks coordinates investment and research in clean-tech, chemicals, medical and pharma technology sectors. He specializes in businesses where chemical and medical technologies are a key differentiating element. He holds a PhD in Chemical Engineering from Purdue University and MBA Finance from University of Chicago.

    Speaker 2 - Doug Schrock

    Doug Schrock

    Doug is a 1991 Purdue B.S. Industrial Engineering grad, now based out of midtown Manhattan office of Crowe Horwath, LLP. He works extensively with Private Equity organizations to help them investigate, integrate, and optimize their acquisitions. At Crowe, he is the firmwide Managing Partner in charge of the Manufacturing and Distribution industry vertical. Doug is a frequent speaker and author as part of groups such as Private Equity International, CFO Magazine, Association for Corporate Growth, PE Operating Partners Network, Industry Week, and the M&A Leadership Council. He has written articles with publications such as CFO Magazine, Mergers and Acquisitions magazine, Harvard Business Review, and Industry Week.

    Speaker 3 - Amar Shah

    Amar Shah

    Amar is the Managing Director of Keystone. He joined Keystone in 2002 and has broad experience working with manufacturing and distribution companies across all of Keystone’s service offerings including business strategy, profit and cash flow improvement, and mergers and acquisitions. In addition to his Keystone experience, Amar has worked in investment management and as an engineer in the corporate sector. He earned his MBA from Kellogg School of Management, where he was named a Siebel Scholar, his M.S. in Engineering from Case Western Reserve University, and B.S. in Mechanical Engineering from Purdue University.

    Speaker 4 - Kyle Reesing

    Kyle Reesing

    Kyle is responsible for deal sourcing, new investment activity and portfolio company operational oversight. He is a board director for Doxim Holdings and board observer with Trax Technologies. Mr. Reesing joined Strattam in 2014. Prior to joining Strattam, Mr. Reesing was an Associate Intern at Vista Equity Partners, where he focused on M&A opportunities of software and technology-enabled businesses. While at Vista, Mr. Reesing led multiple product profitability initiatives with the product management team at Accruent, a Vista portfolio company. Prior to Vista, he was an Associate at Gefinor Capital, a private equity firm focused on investing in middle market technology companies, where he was responsible for deal sourcing, due diligence, and execution. Mr. Reesing earned his MBA from the McCombs School of Business at the University of Texas – Austin and earned his B.S. with distinction from the Krannert School of Management at Purdue University, where he played varsity baseball.

  • 1:00-14:30 : Panel Discussion
    Panel Discussion: Faculty moderated discussion with professionals in legal review, valuations, fund accounting, M&A advisory and due diligence

    Speaker 1 - Steven Starzynski

    Steven Starzynski

    Steve has over a decade of serving both private equity and strategic clients on both the “buy” and “sell” sides of a transaction and has worked in Washington DC, San Francisco, and Hong Kong. Prior to joining EY, Steve worked at another Big 4 firm in both the National M&A practice as well as the Special Acquisition Services (SAS) practice, which is a separate, dedicated group of individuals that serves global private equity clients. Steve received his M.S. in Accountancy from the University of Illinois at Urbana- Champaign and his B.S. in Accountancy from the University of Illinois at Urbana-Champaign. Steve is a certified public accountant, licensed in Illinois and California.

    Speaker 2 - Joshua Stolarz

    Joshua Stolarz

    Josh is a Senior in the Chicago office’s Transaction Tax group. Prior to joining EY’s Transaction Tax group he worked in PwC’s International Tax Services practice and as a public auditor for KPMG. Josh provided tax due diligence and structuring services in connection with corporate and private equity, merger and acquisition transactions including international and domestic, stock and asset acquisitions, and across various industries. He advised on tax models, loan rationalization, internal restructurings, and research and analysis for specific transaction-related tax issues. He prepared tax models, tax due diligence reports, tax structure reports, and funds flow. Josh received his Juris Doctor, Indiana University Maurer School of Law and Bachelor of Science, Purdue University Krannert School of Management. Josh is a Member of the New York bar. Joshua is also a Certified Public Accountant, licensed in Indiana.

    Speaker 3 - Brent Coudron

    Brent Coudron

    Brent is a partner in Barnes & Thornburg’s Indianapolis office where he is a member of the Corporate Department. Mr. Coudron focuses his practice on a variety of corporate, securities and regulatory matters, including mergers and acquisitions, joint ventures, corporate reorganizations (including mutual holding company conversions), private equity investments, corporate finance transactions, securities offerings and the regulation of insurance holding company systems.Mr. Coudron received his J.D. magna cum laude in May 2009 from the University of Notre Dame Law School. He earned a B.A. degree in management at Purdue University's Krannert School of Management in 2005.

  • 14:45-16:30
    Open Discussion: One-to-one networking opportunity over a cup of coffee with students and alumni
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Networking with Purdue Finance Alums

November 11, 2016

A two-day workshop for undergraduate and graduate students interested in careers in finance was recently hosted by the Krannert School’s Purdue Finance Workshop and Financial Management Association in cooperation with Krannert Leaders Academy, Beta Gamma Sigma and the Krannert Professional Development Center. On the evening of the first day, Nov. 10, a panel of financial executives from a broad range of organizations described what their work involved and what they thought about various current and topical issues.

Points that developed in their discussions:

          • Be aware of the current economic conditions
            Finance, while a functional area, is affected by what happens outside the organization as well as within the organization. Achieving sensitivity to this requires that you follow what is happening in the world.  Several of the panel members recommended highly that students read the weekly periodicals.  An example is The Economist which provides a broad sense for what is happening in the global economy, is unbiased and well written.  Krannert Note: The Economist is available to students in the Parrish Library.
          • Knowing accounting is beneficial
            You need a base in accounting as well as finance because accountants produce the numbers you use. Accounting has rules but also latitude about how the rules are applied.  This means that items in the financial statements for different organizations are not directly comparable. Lacking accounting knowledge, you will be unable to make the appropriate adjustments.  Krannert Note: A popular student choice at Krannert is to earn a double major in accounting and finance.
          • Build and maintain a network
            Networking is important and of growing importance. Through your network, you find out about available jobs, you recommend others for jobs, you get help on technical issues, you find out what’s happening, and you maintain friendships.  The participants agreed that students needed to start building their network now while still on campus with easy access to Krannert’s broad alumni network.  Krannert note:  Most of the professionals who participated in the event were Krannert/Purdue alums and they were very excited about working with the students.  Don’t let events like this pass by because you are busy with something else at the time.  Networking is a top priority activity in the business world. 
          • Know your tools
            Excel is a major tool in finance.  Knowing how to build and work with financial spreadsheets is a critical skill—in your early jobs you can spend most of your working time with spreadsheets.  Statistics and data analytic tools are becoming more important as we get into the era of big data.  Krannert Note:  In Krannert, we are offering more opportunities for students to hone their Excel skills. Take advantage of every opportunity you find.  It will give you that advantage that you will need!
          • Ethics
            Your ethics matter.  Sometimes ethical questions are black and white so the right answer is easily determined.  When you get into areas of gray, however, you need to discuss the issue with others, including those affected by the decision.  When others question your ethics, they lose trust in you. This damages your reputation and reputation can rarely be recovered.  Krannert Note: Look for opportunities to test your ethical compass, especially when it comes to taking exams and submitting homework.   
          • Have a story you can tell
            When you look for a first internship or job in finance, interviewers are looking for those who have a passion for analysis and hard work.  Having a passion means you will do good work because you enjoy your work, even if requires 80-100 hours per week.  One of the best ways to illustrate passion is by having real experiences to talk about.  That might come from participating in a business case competition or doing a student research project for a class.  Then you can discuss what you learned from the case or what you discovered in your project.  Another way to develop a story that revels your level of interest in finance is to follow a particular transaction that you might have read about in a business publication.  The advice given was that you should start now. Pick a company involved in a transaction (merger, spinoff, going private) and dig into its financial data to understand its history over time.  Be able to explain what it did and why it did it.  That is the kind of knowledge financial professionals are expected to have.  Krannert Note: Use your Information Literacy and communication skills to complete this task.  Participate in case competitions.  Read the financial press.  Talk about what you read about.   

After the panel discussion, the panelists, students and professors moved to the Krannert lounge where, over desserts, people congregated in small groups to expand discussion on things that had been said by the panel and to start building their networks.

On the morning of the second day, Nov. 11, the panelists offered separate sessions where they discussed various topics including work-life balance, ethics, how to interview, and careers in security analysis, corporate finance, commercial banking and investment banking.

The Purdue Finance Workshop and the Krannert Leaders Academy plan to make this an annual event..  Put a “Save the Date” on your calendar for November 9-10, 2017, when it will be held again.

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San Francisco Networking with the Purdue Finance Workshop

October 2016

In October, four Purdue students interested in financial careers in investment banking joined Dr. A. Charlene Sullivan on a trip to San Francisco where they were hosted by Felipe Camacho, a Krannert alum and Director of Public Finance for Wells Fargo Bank. There they met and networked with various alumni. The Krannert students who are also serving in various officer roles with the Purdue Finance Workshop were Mitchell Witteveen, Brandon Ko, Aubrey Ellis, Ti Liu, and William Mbongo. The alums they met with are:

          • Rajesh Ramanujam-Barclays- Investment banking
          • Dave Kingery-Carlyle Group-US Real Estate
          • Glenn Johnson-BlueVine Ventures-Venture Capital
          • Seth Corder-Goldman Sachs-Private Equity
          • Aaron Cook-Wells Fargo-Principal Investing
          • Scott Lummer-Savant Investment Group

Four themes emerged in the conversations with these professionals.

          • Recruiting

            Investment banks have a time table for their recruiting activities and are generally completed by October. Prospects need to engage with them at the right time because it is hard to attract attention when the hiring season is over. Companies also go to particular schools in their search for talent but they will consider good candidates from anywhere.

            Before you interview, talk to some potential employers to see if you are a viable candidate. And when you do interview, make sure that you have prepared for it—you need to do much more preparation than you might think. Develop answers to potential questions, and determine what experiences you have that are directly transferable and that differentiate you from other candidates.

            After the interview, keep the conversation going. Send an email every month or so, saying what you are doing. Stop sending emails if you receive no response after sending two or three.

            Having a GPA of 4.0 is not a prerequisite for a job. In fact, some prefer not to hire such students because these people have never failed. There will be failures on the job and people have to be able to handle it, learn from it, and move on.

          • Work

            When you start, you will likely be doing financial modelling. As an equity analyst you have to dig deep into the companies you look at. You spend a lot of time doing work that seems to go nowhere. You can work on a hundred different deal attempts with only one or two closing. And the conversation with a company may go on three to five years before a deal is proposed.

            All the people in the industry do excellence financial work. What differentiates the good employees is that they also have good people skills. They keep cool under stress, they are nice to others, and they presell their work to colleagues by talking to team members before making presentations, getting ideas from them and addressing concerns they might have about the content of the presentation.

            The calculation of numbers is either right or wrong. But behind the numbers one finds assumptions which drive the recommendations that are made. Be flexible when making assumptions so that you avoid the biases and blind spots that smart people have. Biases develop because our minds look for patterns—pattern recognition is a skill that has help humans survive and thrive.

          • Organizational Culture

            Organizations have very similar processes for the financial work they do. But each has its own culture. In some, senior people do not talk to junior people, and each play differentiated roles. In others senior people work with junior people. Culture can change quickly as whole groups of employees join and leave the organization.

          • Career Path

            You have to like taking financial statements apart and putting them back together. You also need to show intellectual curiosity, combing through materials so you understand what is driving the financials to be what they are. With experience, you learn about yourself and what you do and do not want to do. If you do not like what you are doing, you will not last in the job.

            Where you start your career is not critical. Starting with a big company, you will be more focused on playing a specific analytical roll. Starting with a medium sized business, you will get broader experience and develop your people skills further.

            The industry is relatively small and people are mobile, moving among companies. This produces contacts in many companies if you maintain a network with those you know. Because every company is looking for good employees, this network will provide job leads to employees who have a good reputation for the work they do.

            You will not rise in any organization unless you are willing to take on responsibility and execute well on that responsibility.

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Purdue Finance Workshop hosts Wall Street Prep event

November 16, 2015

11/14/15 Hannah Barnstable, Seven Sundays
Mujtabaa Hasan | Senior Photographer

11/14/15 Hannah Barnstable, Seven Sundays

Hannah Barnstable, president and founder of Seven Sundays, teaches Wall Street Prep, a program introducing students to professional finance skills, during the Saturday session of the Purdue Finance Workshop in Rawls Hall.

The Purdue Finance Workshop, a student-run organization, hosted its main event at Rawls Hall on Saturday and Sunday. The event, a Wall Street Prep training program, aimed to introduce students to the day-to-day of a finance professional and the skills necessary to value a company.

Two Purdue students and two alumni founded the organization in the fall of 2013 to connect Purdue’s Wall Street alumni with high-potential students. The goal was to provide a more structured path to obtain an internship or job in high finance.

The two-day workshop included instruction about how a Wall Street analyst values a company using financial statements, as well as instruction on how to build a financial model using Excel.

Ti Liu, a junior in the Krannert School of Management, has gotten involved with both the organization and the Wall Street Prep workshop and hopes to secure an internship in finance this summer.

“The (workshop) provides students with practical skills, but it’s the soft skills that are more important and have been the most helpful to me,” said Liu.

Mitch Witteveen, a sophomore in the Krannert School of Management, attended the workshop because he is considering pursuing an internship in investment banking.

“It was very interesting to learn how people use quantitative data to understand the fundamental value of a company,” said Witteveen, “I feel much more confident in talking to finance professionals with the knowledge taken from this weekend.”

In addition to the Wall Street Prep workshop, the organization hosts networking opportunities with alumni who return to their alma mater to teach students in hour-long sessions about how to navigate a path to a highly selective investment bank.

“The networking events give students the opportunity not only to get advice and learn, but also an opportunity to make lasting connections with alumni,” said Nick Żak, co-founder of the Purdue Finance Workshop.

The four founders – Żak, Chris Moorman, Blake Saunders and Sam McCartney – all agree that the workshop is the best avenue for a student who is interested in obtaining a job in finance.

“The path Blake and I took in getting to Wall Street was all over the place and much harder than it needed to be,” said Moorman, “With the (workshop), there is a more structured route, a pipeline for students.”

McCartney, who was able to obtain a full-time job in Manhattan with the investment bank Guggenheim Partners, found success through the workshop.

“Building relationships with alumni through the (workshop) was instrumental for me,” said McCartney.

Although the Purdue Finance Workshop is still a relatively new organization, the opportunity for Purdue students from any school is available.

“The workshop was extremely helpful to me, and it can help any motivated student who thinks this could be the path for them,” said Żak.


October 2, 2014

Homecoming weekend was a success for the Purdue Finance Workshop, with two well-attended lectures led by three alumni finance professionals. 75 students, ranging from PhD candidates to undergraduate sophomores, were in attendance in the sessions covering topics from the recruitment cycle to development of skills outside the classroom.

Even more engaged than in previous workshops, the students’ questions truly carried the day with the informal tone putting communication at the forefront of both sessions. Of particular focus this year to the students, was the pivot away from traditional target schools such as the Ivies at banks like Jeffries, to a more robust recruiting engagement favoring schools such as Purdue.

Students honed in time and again on the qualitative skills needed for the interview process, looking for both reading material and thought processes that will make them attractive candidates going forward. Alumni stressed again and again that applicants need to be greater than a GPA number on a page, with extemporaneous thinking being a key attribute that Wall Street employers are looking for.

Several members of the Dean’s Advisory Committee and the KSAA were also in attendance for the sessions, and reiterated their commitment to promoting this center of excellence within the School of Management. With many familiar faces from last year’s workshops, many students expressed interest in the application process for the fall seminar of the Purdue Finance Workshop.

Applications for the fall workshop will be available starting October 11th for the November workshop.

The top 50 top students will be selected from across all Purdue disciplines to engage with alumni on Friday and develop quantitative skills through participation in a Wall Street Prep led course Saturday and Sunday (a near universally utilized seminar for first-year Wall Street analysts).

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September 22, 2014

PFW is excited to host finance alumni for two events on Friday, September 26th.

Finance Luncheon (Rawls 2077) | 12:00-1:00pm EDT

Open to all students (undergraduate & master students)
Stop-by to learn more about careers in finance – investment banking, asset management, leverage finance and corporate finance
Finance alumni will cover a range of topics including: finance career paths, network building and also provide a general update on the current state of the financial markets
Students will be encouraged to ask questions and participate in the discussion
Food and beverages will be provided | Dress is casual

Getting a Job on Wall Street (Rawls 3058) | 2:00-3:00pm EDT

Open to all students (undergraduate & master students)
Structured one hour lesson taught by three finance alumni, they will cover a range of topics including career paths, interview preparation, network building and resume critiques
Students will be encouraged to ask questions and participate in the discussion
Dress is casual

events' flier