1. Copyright © President & Fellows of Harvard College Leveraging Baker Resources for a Job Search in VC and PE Emilie Codega, Wed. Nov. 4, 2009 3:00 – 4:00 PM, Hawes 201

2. So, you’re thinking of getting a job in Private Equity? I imagine you might want to review: Overviews of industry & on careers in the industry Where to find the latest trends and news Getting a list of firms by specific characteristics Getting a list of investments or funds raised by specific characteristics Information on specific firms Job listings OK, so that’s what we’ll do today!

3. Career Information, Industry Overviews Baker Library’s Highlights VC/PE Careers Newsletter – Recent articles on happenings in selected industries emailed every 2 weeks. Select “VCPE Careers” http://listserv.hbs.edu/restrict_mba/careers.html http://listserv.hbs.edu/restrict_mba/careers.html Vault Guides - http://www.library.hbs.edu/go/vault.htmlhttp://www.library.hbs.edu/go/vault.html 100+ page overviews of careers in various industries, including Private Equity and Venture Capital Baker Library’s Venture Capital and Private Equity Research Guide - http://www.library.hbs.edu/guides/vcpe.htmlhttp://www.library.hbs.edu/guides/vcpe.html

4. Baker Venture Capital and Private Equity Research Guide http://www.library.hbs.edu/guides/vcpe.html A guide to help you identify the key resources available at Baker for private equity research. It includes: List of firm directories, statistical sources, job listings/info Often you can click right into the resource Trade publications - A list of major trade publications- many available in full-text online Also points out publications and directories only available at Baker Library, i.e. Private Equity Analyst, Pratt’s Guide

5. Baker Venture Capital and Private Equity Research Guide Available under “Company Directories and Rankings” in Research Guide  Galante’s from Dow Jones – Online and hard copy access at Baker Capital IQ http://www.library.hbs.edu/go/capitaliq.html http://www.library.hbs.edu/go/capitaliq.html Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html http://www.library.hbs.edu/go/thomsonbanker.html But more on those later.

6. Factiva http://www.library.hbs.edu/go/factiva.html http://www.library.hbs.edu/go/factiva.html Strong in private equity and financial publications PEHub - http://www.pehub.com/http://www.pehub.com/ Blog and forum from Reuters/Thomson Financial with news and commentary. DealBook http://dealbook.blogs.nytimes.comhttp://dealbook.blogs.nytimes.com NY Times Blog edited by Andrew Ross Sorkin. Private equity and venture capital sections. A great way to stay up-to-date. The Deal Pipeline http://www.library.hbs.edu/go/thedeal.htmlhttp://www.library.hbs.edu/go/thedeal.html Provides news coverage and analysis on M&A, private equity, VC, business auctions, IPOs and bankruptcies. Institutional Investor Journals http://www.library.hbs.edu/go/instinvjourn.html http://www.library.hbs.edu/go/instinvjourn.html Provides access to the Journal of Private Equity and the Journal of Alternative Investments. More on Finding Latest Trends

7. Factiva Search

8. The Deal Pipeline

9. Locating firms and investments Next we’ll review the best resources for: Getting a list of firms by specific characteristics Getting a list of investments or funds raised by specific characteristics Information on specific firms

10. Locating firms and investments  Galante’s from Dow Jones – In hard copy and online (Baker Library access only) Capital IQ http://www.library.hbs.edu/go/capitaliq.html http://www.library.hbs.edu/go/capitaliq.html Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html http://www.library.hbs.edu/go/thomsonbanker.html

11. Capital IQ http://www.library.hbs.edu/go/capitaliq.html Create company lists and find transaction information, click on “Screening and Analytics” tab Locate Firm Profiles and search for information on individuals, click on “Company Intelligence” tab Has global coverage, private and public companies Includes private equity, VC, buyout firms and the companies in which they’ve made investments PE transaction details Good place also to get background information on individuals

12. Capital IQ Search – Start by selecting the right tab

13. Capital IQ Search ExampleCapital IQ Capital IQ Example: Locate cable companies that received PE investments within the past 3 years

14. Capital IQ Search Example – Results List Then to add fields and do additional formatting to your displayed results, click on “Add Display Columns”

15. 1 st Capital IQ Search Example Cable companies that received PE investments within the past 3 years 1. Go to “Screening and Analytics" and pick “Transactions Screening” 2. Click on “Industry Classifications” under Company Details on the left of the screen. Then search for Cable and select the “Cable and other Pay Television” option. Click on Add Criteria in the lower right corner 3. Under General Transaction Details, click on “Primary Features” and choose “Private Placement-Growth Capital/Private Equity” and then click Add Criteria 4. Click on “Transaction Dates” and choose “Last 3 years”. Add Criteria. 5. From the final results listed, click on the final number under “Total Matching Transactions” to view results.

16. 2 nd Capital IQ Search ExampleCapital IQ List of Private Equity Firms who invest in the media sector 1. Go to “Screening and Analytics" and select “Companies” under Screening (left side) 2. Click on “Investment Type” under Company Details on the left of the screen. Scroll down and under “Available Items” click on “Private Equity Investing” and move this to the right in the box labeled “Selected Items”. Then click Add Criteria in the lower right corner 3. Click on “Industries of Interest” under Investment Criteria. Then search for “media” in the search box, and click on that selection, then click Add Criteria in the lower right corner 4. From the final results listed, click on the final number under “Total Matching Companies” to view results.

17. Thomson ONE Banker From Thomson Financial, global in scope Features market quotes, earnings estimates, financial fundamentals, press releases, transaction data, corporate filings, ownership profiles and research from Thomson Financial. The database replaces or augments with remote access other databases including SDC Platinum, Datastream, VentureXpert Web, Thomson Research, etc. http://www.library.hbs.edu/go/thomsonbanker.html

18. Thomson ONE Banker – Private Equity Search Features Information on venture funds, private equity firms, executives, venture-backed companies, and limited partners Includes ability to search by “stage” of investment Choose “Private Equity” to get: Profiles of funds, firms, executives and LPs Deal Prospecting- analytics, investments Fundraising- commitments and statistics Press Releases on trends and recent statistics

19. Find: Top ranked PE Firms that invest in mezzanine stage investments Thomson ONE Banker Search Example 1.Log into Thomson ONE Banker from Baker Library DatabasesThomson ONE 2.Once in the database, click on “Private Equity” then “Fundraising” (left side of screen), then click on Fund Statistics 3.Then from the pull-down menu under “Select Report Criteria”, select “Ranked Firms” 4.On the same screen next to “Private Equity Type” make sure “All Private Equity Funds” is chosen 5.Click on “Investment Focus” and choose “Mezzanine Stage”, then click on “Include Selected” 6.Click on “Generate Report”.

20. Thomson ONE Banker Search Example Top ranked PE Firms that invest in Mezzanine Stage

21. Thomson ONE Banker Search Example – Results list

22. More search examples – try them out! For Capital IQ - http://www.library.hbs.edu/references/privateequity/capitaliqsearch.html http://www.library.hbs.edu/references/privateequity/capitaliqsearch.html For Thomson ONE Banker - http://www.library.hbs.edu/references/privateequity/venturexpertsearch.html http://www.library.hbs.edu/references/privateequity/venturexpertsearch.html

23. Galante's Venture Capital & Private Equity Directory http://www.library.hbs.edu/go/galantes.html Company entries include: name, location, key executives, capital under management, investment criteria and preferences. Primarily U.S. Available on online (Baker Library only) Indexing is a strong feature - ability to search by location, funding stage preference (R&D, seed, bridge, LBO, distressed debt, etc.), industry stage, size, and assets under management.

24. Galante's Venture Capital & Private Equity Directory CD-ROMs Online Access – Available on Computer in Baker Library – For Assistance with this, please speak with the Service Desk.

25. Find: Venture Capital firms in California investing in early stage biotech Galante’s Directory Galante’s Directory Online Search Example 1.Go to Galante’s Directory in Baker Library 2.Once in the database, click on “LP Source Galante’s” then “Advanced Search” (left side of screen) 3.Select “Search for: Investment Firm” 4.Select “Location” and choose California, then click on “+Add” 5.Select “Investor Type” and choose Venture Capital, then click on “+Add” 6.Select “Industry Segment” Biotechnology and “Regional Preference” United States, and click “+Add” for each search. 7.Select “Fund” on the left hand side menu, select ‘Fund Type,” choose early stage venture capital, then click on “+Add” 8.Select Search button on the left hand side 9.Export results into Excel file.

26. Galante's Venture Capital & Private Equity Directory - Online

27. Galante's Venture Capital & Private Equity Directory

28. Galante's – search example Firm Location Selection Options

29. Galante's – search example Firm Selection Options

30. Galante's – search example Industry Segment & Regional Preference Selection Options

31. Galante's – search example Investment Type Preferences, e.g., seed, late stage…

32. Galante's – search example Galante’s Search Results – Easy Export to Excel!

33. Galante's – search example Galante’s Search Results – Easy Export to Excel!

34. Job Listings First the HBS Job Bank http://redwood.hbs.edu/jobbank/student/studentHome.do Other ideas: Research Guide “Careers & Networking” Links http://www.library.hbs.edu/guides/venture/careers.html HBS Career Site – “Networking” http://my.hbs.edu/mbadocs/admin/career_services/network/

35. Additional Resources List of databases, by Content http://www.library.hbs.edu/databases/by_content_type/ - Provides a list of databases, organized by content type. Fast Answers - http://www.library.hbs.edu/cgi-bin/faq/ http://www.library.hbs.edu/cgi-bin/faq/ - Online access to the answers to frequent search requests PE Resources for Staying up to date – http://www.library.hbs.edu/references/privateequity/ Baker Research Guides – http://www.library.hbs.edu/guides/

36. Key Online Resources at Baker for Private Equity Research Still need help? Contact an Information Research Specialist  In person at Service Desk  By email: infoservices@hbs.eduinfoservices@hbs.edu  By phone: 617-495-6040  You can also make an appointment for a more in-depth research consultation. For more information see – “Schedule a Career/Research Consultation” at http://www.library.hbs.edu/services/consultation.html http://www.library.hbs.edu/services/consultation.html

37. Hours *Check http://www.library.hbs.edu/info/hours.html for holiday hours.http://www.library.hbs.edu/info/hours.html

38. Thank you! Emilie Codega – infoservices@hbs.eduinfoservices@hbs.edu These slides will be posted to the Baker Library web site at: http://www.library.hbs.edu/services/workshops.htmlhttp://www.library.hbs.edu/services/workshops.html