Agendas & Topics discussed

1.MarketSavvy The Intention of MarketSavvy is to create a forum for participants to get a real world feel for how to follow the Financial Markets. It is meant to be complementary to the theory learned through school by giving a more practical and Market focused approach to understanding the Global Financial universe. The focus here will be on the US financial markets which will act as a ‘global currency’ for any career in finance participants intend to pursue.

AGENDA: In the intro session we spend the majority of the time outlining the core industries of the US financial markets. We focus on Sectors, Players and key market functions to give participants a birds-eye-view of all that is going on in the system. Many of the industries covered can be found in the agenda for Topic 1. 1.US government structure Outlining the 3 branches and their function as it relates to business 2.The Core Financial Market Breaking down the underlying components and their material impacts 3.Capital Markets Defining the sub-sectors that exist in this area 4.Public Agencies Outlining those governmental (or near governmental) agencies who impact the financial markets 5.Peripheral Financial Industries Defining those sectors who’s business model depends on the functioning of the financial markets

AGENDA: 1.Introduction to the Core of the Financial System National Banks – breakdown of key lending sectors Capital Markets – breakdown of key sectors Insurance – focus on risk dispersion 2.Central Banks & Government Agencies Central Banks and Treasury Government Sponsored Entities 3.The Regulatory Environment Regulators and Key Regulation 4.SupraNational Banks Financial Institutions above Central Banks 5.The Ratings Agencies 6.Peripheral Financial Players Financial Services Firms Data Providers Business Media

The content of this presentation will be centred on Bank of America AGENDA: 1.BofA Business Segment Breakdown Annual Report breakdown Review of Divisions and Business Lines Find out what a large institution like BofA does in normal operations  Revenue/Income concentration analysis  Product offerings How they make money How they report income 2.How do financial institutions advertise what they do to the market Identify gaps between this and how they report 3.Review of BofA Brands How a major financial institution handles brand management 4.Investigate how financial institutions advertise career paths Additional Topics 1.Intro to Securitization 2.Intro to BofA and the Credit Crisis

The content of this presentation will be centred on Goldman Sachs AGENDA: 1.Goldman Sachs Business Segment Breakdown Annual Report breakdown Review of Divisions and Business Lines Find out what a large institution like Goldman does in normal operations  Revenue/Income concentration analysis  Product offerings How they make money How they report income (Noteworthy Revenue/Expenses commentary) 2.Funding How institutions like this fund their operations and how they manage this part of the business Additional Topics 1.Off Balance Sheet Transactions 2.Risk Management 3.Balance Sheet Management

The content of this presentation will be centred on Canada and the US AGENDA: 1.Major global countries and their core statistical breakdown Review and compare key metrics like GDP/capita, Debt levels, Trade balances and rankings of certain stats. 2.GDP & Production In keeping with the main MarketSavvy theme, If countries were a business, how do they make money?  Which elements of GDP should be considered as non-productive from a global competitiveness perspective. How does GDP differ from Exports and which should be given greater importance 3.Funding & Debt How does each Government pay its bills?

P OTENTIAL F UTURE T OPICS Examples of Advanced Topics Financial Markets Types of International Exchanges History/Trends of Western Markets Intro to Securitization and CDOs? People in the Markets Leading CEOs/Executives Regulating Bodies and Leaders -Financial Risk Management Academics/ Journalists/ Researchers Political Landscape US Political Structure & How it Impacts Business Key Positions/ Roles/ People in Politics Government and Regulation – Intro to Global Financial Risk Management Hot Market Topics Bailout Nation – Will the Western governments go Bankrupt? Compensation – Will Wall Street be able to hang on to its bonus culture Causes of the Crash – Is Housing really to blame? Emerging from the Recession – Will debt culture die? Is the G8 Dead? - Will Emerging markets lead the way in 2010 and beyond The future of Big Business – How the breakup of firms is reshaping the business landscape (1)Sessions in Financial Markets will allow participants to gain the core fundamentals to be able to follow the international trading markets (2)In People in the Markets sessions focus more on the individuals who are currently in positions of power and how they may influence the business environment. Students need to have a strong understanding of these personalities as it will lead them to better understand how policy (public and private) is being pursued. (3)Topics in Political Landscape deal with the ever growing presence of government in industry. In order to understand who is responsible for what, and why certain actors do what they do, an understanding of this interdepence is crucial (4)Sessions in Hot Market Topics is the Dynamic portion of the MarketSavvy program. Here, we look at hot topic s of the day (not yester-year) and try to debate what should, and should not happen. Note that this is merely a sample list, and will continually be added to as markets unfold. Introductory Topics Session Breakdown Introduction to Financial Markets – Main Institutions & Players Introduction to US National Banks – Divisions, Profitability & the Basics of Funding Introduction to Investment Banks – Divisions, Profitability & the Basics of Funding Country and Industry Indicators – Knowing the Sovereigns Advanced TopicsCore Courses.

AGENDA: 1.Introduction to Financial Risk Management (FRM) History & Origins Evolution of Methodologies 2.Financial Risk Measurement Types of Risks Basics of Basel Capital Adequacy More on Pillar 1 results 3.Stakeholders Who’s Involved Who’s looking after your back? Regulators 4.Looking forward Significance of FRM Basel III/ IV/ V and …. 5.Career Paths Example: Enterprise wide Credit Risk Management Process