Finance & Investment Club Fall Updates From the Week 2.3 Trend Slides with supportive Excel Backups 3.Plan for the next few years senior Analyst Forum #5

2 Forum Overview  Semester Schedule  Sample Presentation  Interview(ing) Tips & Valuation Q’s  Learning Outline

3 Quick Changes  14 Senior Analysts (Industrials & Consumer -1)  New Member Registration & Introduction  2 Individual Company Recommendations This Semester  Re-Booking of Sector meeting Rooms –University Reservations Phone: Fax:

4 Fall 2012 Industry Analysis Sample Industry Composition & Breakdown Trend Analysis Risks & Prospective Conclusion

5 Spring 2013 Company(ies) Recommendation Outline Introduction, Company Breakdowns Trend, Opportunity, Risk Quant. Valuation. Investment Recommen.

6 Spring 2012 Calendar (IR Team Deliverables – 11 Weeks) SAF I: Semester Schedule, Sample Presentation, Organization & Introduction to Valuation February 3rd BUFC General Meeting #2 Wednesday 5:00-6:00pm SAR101 February 6 th SAF II: Valuation Templates & Best/Worst Concept Intro Deliverable 1 : Definition, Breakdown, Generation February 10 th BUFC General Meeting #3 Wednesday 5:00-6:00pm SAR101 February 13 th

7 Spring 2012 Calendar (IR Team Deliverables – 11 Weeks) Deliverable 2: Company specific overview(s) & comparison. Products/Geography/Segments February 17th BUFC General Meeting #4 Wednesday 5:00-6:00pm SAR101 February 20 th SAF III: DCF Valuation Overview, Rev. Forecasting Deliverable 3 : Preliminary Trends & Opportunities February 24 th BUFC General Meeting #5 Wednesday 5:00-6:00pm SAR101 February 27 th

8 Spring 2012 Calendar (IR Team Deliverables – 11 Weeks) Deliverable 4: Continued Analysis & Quantification or Trends & Opportunities. Preliminary Risks March 3rd BUFC General Meeting #6 Wednesday 5:00-6:00pm SAR101 March 6 th Deliverable 5 : Finished Trends & Opportunities. Estimations of Risk on financial statements. March 17 th BUFC General Meeting #7 Wednesday 5:00-6:00pm SAR101 March 20 th

9 Spring 2012 Calendar (IR Team Deliverables – 11 Weeks) SAF IV: Scenario Analysis & Presentation of Simple DCFs Deliverable 6: First trial run at DCF & multiples March 27 th BUFC General Meeting #7 Wednesday 5:00-6:00pm SAR101 April 3 rd SAF V: Open Office Hours (Optional) Deliverable 7: Preliminary DCF’s, Investment Recommendation Slides April 7 th BUFC General Meeting #8 Wednesday 5:00-6:00pm SAR101 April 10 th

10 Spring 2012 Calendar (IR Team Deliverables – 11 Weeks) SAF VI: Open Office Hours (Mandatory), Summer Recruitment Deliverable 8: Finalized Valuation, Full Rough Draft April 14 th BUFC General Meeting #9 Wednesday 5:00-6:00pm SAR101 April 17 th SAF VII: Final Meeting Deliverable 7: Finished Presentations. April 21 st BUFC Event #1 & #2 First Round Presentations (SMG105 – TBD) April th

11 Spring 2012 Calendar (IR Team Deliverables – 11 Weeks) BUFC Event #3 Final Round Presentations, Awards, E-Board Remarks May 1st Round 2, maybe. After May 1 st

12  SAMPLE PRESENTATION

13 Interviewing Tips & Valuation Q’s Overview (Using Whiteboard)  Most important question in an interview?  Walkthrough of Technicals in iBanking Interviews  What to remember from this semester’s work  How to appropriately position yourself for Junior year internships/interviews