Welcome, Club Overview, Trivia (WCM 2011)
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Welcome, Club Overview, Trivia (WCM 2011) Presentation Transcript

  • 1. Western Capital MarketsKick-Off MeetingOctober 4th, 2011
  • 2. AgendaI. Introduction I. Executive Team II. The Club III. Education IV. Career ManagementII. Finance Trivia!III. Executive PositionsIV. Key Dates [1]
  • 3. I. Meet the WCM Team
  • 4. Executive Team Yang He | Co-President David Luo | Co-President HBA II HBA II • Moelis & Company, NY – Investment Banking • Centerboard Group, NY – Investment Banking • Macquarie Capital, NY – Investment Banking • Centerboard Group, NY – Investment Banking • Merrill Lynch, NY – Wealth Management • RBC, Toronto – Wealth Management David Zhang | Head of Sponsorship Michael Wang | VP Events HBA II • Moelis & Company, LA – Investment Banking • Credit Suisse, SF – Investment Banking • DBRS, Toronto – Credit Rating • CIBC World Markets, Toronto – Investment Banking Kiva Dickinson | VP Career Management Peter Hryniak | VP Sponsorship HBA II HBA I • Barclays Capital, LA – Investment Banking • Scotia Capital, Toronto - Investment Banking • Scotia Capital, Toronto - Corporate Banking • Scotia Asset Management, Toronto - Wealth Management [3]
  • 5. Executive Team Julie Mou | Chief Operating Office HBA II James Moss | VP Operations / IT • MacLaren McCann, Toronto HBA II Michael Deliakis | VP Education Sean Bejaimal |VP Education HBA I HBA I Selena Yao | VP Finance Derek Lee | VP Marketing HBA II / Biochemistry and Genetics BMOS IV • Loyalty One, Toronto – Financial Analyst • Career Insider Accounting, Toronto Bonnie Chan | Director of Marketing Abby Chow | Director of Marketing [4]
  • 6. Executive Team Alexander Angelov | Peer Advisor Jenny He | Director of Marketing HBA II HBA I • Houlihan Lokey, LA – Investment Banking • Excel Funds Management, Toronto – Marketing Specialist Andrew Tran | Director of Finance Peter Kettel | Peer Advisor HBA I HBA II • Goldman Sachs & Co., NY – Investment Banking Alysha Murji | Director of Sponsorship Shiv Daryani| Peer Advisor HBA I HBA II • Evercore Partners, NY – Investment Banking • ONCAP/ONEX, Toronto – Private Equity Fiona Luk | Second Year Representative Jonathan Chan| Peer Advisor BMOS / AEO II HBA II • Evercore Partners, NY – Investment Banking • CPP Investment Board, Toronto – Private Equity [5]
  • 7. The Club Western Capital Markets aims to introduce you to the financial industry and equip you with the knowledge and strategies you need to succeed 1. Understand your options Finance? Accounting? Wealth Investment Management Banking Sales & Trading WCM star? Movie Private Consulting? Equity Investment Banking4. Prepare for your job 3. Get your dream job 2. Discover what you want [6]
  • 8. TBU by Sean & MikeEducationOVERVIEW− Discussion topics include (but not limited to): − Time value of money, interest rates, investments − Macroeconomics, how the market works, and how to analyze markets on your own − Stocks, bonds, derivative contracts (including valuation methodologies) − Financial crisis − (Open to suggestions if you have other topics in mind)− Other educational resources: − Experienced executive team (especially VP and Directors of Education) − Will provide recommended websites, books, and other resources related to each discussion topic − Series of prestigious guest speakers to provide insight and teachings about the industries in which they workHOW TO BENEFIT THE MOST FROM EDUCATIONAL COMPONENT− Attend educational meetings, and ask questions − Remember: this club is about learning, so don’t be afraid to ask questions (in fact, we encourage it)!− Attend guest speaker meetings − Provides a more “real-life” (rather than “textbook”) view of the applications of finance in society− Participate in trading simulation event, stock portfolio competition, and trips to NY/McGill [7]
  • 9. Career ManagementOVERVIEW− Discussion topics include (but not limited to): − How to build your resume − How to write a cover letter − How to network effectively − How to reach out to people the correct way and build relationships − Mock interviews− Other career management resources: − Experienced and helpful executive team − Websites, guides, and other resources related to each discussion topic − New York and Toronto trip to provide great opportunity to network with industry professionals and practice networking skillsHOW TO BENEFIT THE MOST FROM CAREER MANAGEMENT COMPONENT− Attend career management meetings, reach out to execs – ask questions − Remember: this club is about learning, so don’t be afraid to ask questions (in fact, we encourage it)!− Attend guest speaker meetings − Hear about others’ experiences to learn how to break-in to the industry− Participate in the NY and Toronto trips! [8]
  • 10. New York! [9]
  • 11. Bay Street [ 10 ]
  • 12. II. Finance Trivia
  • 13. Finance Trivia5 COMPETITORS− Compete in a trivia game to answer 20 finance questions− Competitors to be selected based on qualifying round questionsWINNING COMPETITOR WINS GUARANTEED INTERVIEW FOR JUNIOR COMMITTEE [ 12 ]
  • 14. Finance TriviaEXAMPLE QUESTION− What is the largest financial center in North America? [ 13 ]
  • 15. Finance TriviaEXAMPLE QUESTION− What is the largest financial center in North America?NEW YORK CITY [ 14 ]
  • 16. Finance TriviaQUALIFYING ROUND [ 15 ]
  • 17. Finance TriviaQUALIFYING QUESTION 1− Who is the CEO of Berkshire Hathaway? [ 16 ]
  • 18. Finance TriviaQUALIFYING QUESTION 1− Who is the CEO of Berkshire Hathaway?WARREN BUFFETT [ 17 ]
  • 19. Finance TriviaQUALIFYING QUESTION 2− What is the goal of a firm? [ 18 ]
  • 20. Finance TriviaQUALIFYING QUESTION 2− What is the goal of a firm?PROFITS [ 19 ]
  • 21. Finance TriviaQUALIFYING QUESTION 3− What is TARP? [ 20 ]
  • 22. Finance TriviaQUALIFYING QUESTION 3− What is TARP?$700 BILLION GOVERNMENT BAILOUT FUND [ 21 ]
  • 23. Finance TriviaQUALIFYING QUESTION 4− Name 3 investment banks? [ 22 ]
  • 24. Finance TriviaQUALIFYING QUESTION 5− What currency is crude oil traded in? [ 23 ]
  • 25. Finance TriviaQUALIFYING QUESTION 5− What currency is crude oil traded in?USD [ 24 ]
  • 26. Finance TriviaGAME ROUND [ 25 ]
  • 27. Finance TriviaQUESTION 1 – 5 POINTS− What is the TSX Composite trading at within a 1,000 points range? [ 26 ]
  • 28. Finance TriviaQUESTION 1 – 5 POINTS− What is the TSX Composite trading at within a 1,000 points range?11,000 – 12,000 [ 27 ]
  • 29. Finance TriviaQUESTION 2 – 3 POINTS− Who is Ben Bernanke? [ 28 ]
  • 30. Finance TriviaQUESTION 2 – 3 POINTS− Who is Ben Bernanke?CHAIRMAN OF THE US FEDERAL RESERVE [ 29 ]
  • 31. Finance TriviaQUESTION 3 – 5 POINTS− Name the “Big 5” Canadian banks? [ 30 ]
  • 32. Finance TriviaQUESTION 3 – 5 POINTS− Name the “Big 5” Canadian banks?RBC, TD, BMO, CIBC, SCOTIA [ 31 ]
  • 33. Finance TriviaQUESTION 4 – 3 POINTS− How do you calculate the market capitalization of a company? [ 32 ]
  • 34. Finance TriviaQUESTION 4 – 3 POINTS− How do you calculate the market capitalization of a company?TOTAL SHARES OUTSTANDING * SHARE PRICE [ 33 ]
  • 35. Finance TriviaQUESTION 5 – 4 POINTS− What does the DJIA stand for? [ 34 ]
  • 36. Finance TriviaQUESTION 5 – 4 POINTS− What does the DJIA stand for?DOW JONES INDUSTRIAL AVERAGE [ 35 ]
  • 37. Finance TriviaQUESTION 6 – 10 POINTS− What are the differences between the S&P500 and Dow Jones index? [ 36 ]
  • 38. Finance TriviaQUESTION 6 – 10 POINTS− What are the differences between the S&P500 and Dow Jones index?S&P500 = 500 LARGEST USE COMPANIES, VALUE-WEIGHTEDDOW JONES = 30 BLUE CHIP COMPANIES, PRICE-WEIGHTED [ 37 ]
  • 39. Finance TriviaQUESTION 7 – 5 POINTS− Name 2 securities exchange in Canada? [ 38 ]
  • 40. Finance TriviaQUESTION 7 – 5 POINTS− Name 2 securities exchange in Canada?TSXTSX VENTURE EXCHANGECANADIAN TRADING AND QUOTATION EXCHANGE (CNQ)BOURSE DE MONTREALICE FUTURES EXCHANGE [ 39 ]
  • 41. Finance TriviaQUESTION 8 – 6 POINTS− What is an option? [ 40 ]
  • 42. Finance TriviaQUESTION 8 – 6 POINTS− What is an option?THE RIGHT BUT NOT OBLIGATION TO BUY OR SELL A PRODUCT AT A SPECIFIC PRICE BEFORE OR ON A SPECIFIC DATE [ 41 ]
  • 43. Finance TriviaQUESTION 9 – 3 POINTS− What does EPS stand for? [ 42 ]
  • 44. Finance TriviaQUESTION 9 – 3 POINTS− What does EPS stand for?EARNINGS PER SHARE [ 43 ]
  • 45. Finance TriviaQUESTION 10 – 5 POINTS− What are the full names of the two WCM Co-Presidents? [ 44 ]
  • 46. Finance TriviaQUESTION 10 – 5 POINTS− What are the full names of the two WCM Co-Presidents?DAVID LUOYANG HE [ 45 ]
  • 47. Finance TriviaQUESTION 11 – 15 POINTS− What are the three most common ways of valuing a company? (5 points per method) [ 46 ]
  • 48. Finance TriviaQUESTION 11 – 15 POINTS− What are the three most common ways of valuing a company? (5 points per method)COMPARABLE COMPANIES ANALYSISPRECEDENT TRANSACTIONS ANALYSISDISCOUNTED CASH FLOWS ANALYSIS [ 47 ]
  • 49. Finance TriviaQUESTION 12 – 3 POINTS− What is the ticker for Microsoft and on what exchange does it trade on? [ 48 ]
  • 50. Finance TriviaQUESTION 12 – 3 POINTS− What is the ticker for Microsoft and on what exchange does it trade on?MSFT - NASDAQ [ 49 ]
  • 51. Finance TriviaQUESTION 13 – 6 POINTS− What is a basis point? [ 50 ]
  • 52. Finance TriviaQUESTION 13 – 6 POINTS− What is a basis point?1/100 OF A PERCENT [ 51 ]
  • 53. Finance TriviaQUESTION 14 – 8 POINTS− What is a beta? [ 52 ]
  • 54. Finance TriviaQUESTION 14 – 8 POINTS− What is a beta?THE RELATIVE MOVEMENT OF A SECURITY RELATIVE TO THE BROADER MARKET [ 53 ]
  • 55. Finance TriviaQUESTION 15 – 6 POINTS− What is 2^40 (approximately)? [ 54 ]
  • 56. Finance TriviaQUESTION 15 – 6 POINTS− What is 2^40 (approximately)?1 TRILLION [ 55 ]
  • 57. Finance TriviaQUESTION 16 – 3 POINTS− What does the CFA stand for? [ 56 ]
  • 58. Finance TriviaQUESTION 16 – 3 POINTS− What does the CFA stand for?CHARTERED FINANCIAL ANALYST [ 57 ]
  • 59. Finance TriviaQUESTION 17 – 4 POINTS− What significant event happened this summer regarding US government debt? [ 58 ]
  • 60. Finance TriviaQUESTION 17 – 4 POINTS− What significant event happened this summer regarding US government debt?S&P DOWNGRADED US DEBT TO AA+ FROM AAA [ 59 ]
  • 61. Finance TriviaQUESTION 18 – 5 POINTS− What are the two animals commonly referred to in finance and what do they mean? [ 60 ]
  • 62. Finance TriviaQUESTION 18 – 5 POINTS− What are the two animals commonly referred to in finance and what do they mean?BULL – PRICES GOING UPBEAR – PRICES GOING DOWN [ 61 ]
  • 63. Finance TriviaQUESTION 19 – 4 POINTS− What is the relationship between risk and reward? [ 62 ]
  • 64. Finance TriviaQUESTION 19 – 4 POINTS− What is the relationship between risk and reward?POSITIVELY CORRELATED: AS RISK INCREASES, INVESTORS EXPECT TO BE COMPENSATED WITH ADDITIONAL RETURNS [ 63 ]
  • 65. Finance TriviaQUESTION 20 – 5 POINTS− What major investment bank went bankrupt in September of 2008? [ 64 ]
  • 66. Finance TriviaQUESTION 20 – 5 POINTS− What major investment bank went bankrupt in September of 2008?LEHMAN BROTHERS [ 65 ]
  • 67. Executive PositionsOVERVIEW− Available Positions: − Director of Events − Director of Operations / IT − Director of Education − Director of Finance − Junior Ambassadors (1st & 2nd Year Students Only)− Director positions open to anyone - no finance experience required− Benefits: − Opportunity to network with current execs and industry professionals − Boost your experiences and resume – especially if you intend to apply for Ivey − Take on high levels of responsibility and succeedTO APPLY− Due Wednesday, October 5th , 2011 @ 11:59pm− Selected candidates will be notify by Sunday, October 9th− Interviews will be held from Tuesday, October 11th until Friday, October 14th [ 66 ]
  • 68. Key DatesUpcoming EventsEvent Date Location1. Finance Panel + Mixer Tuesday, Oct. 18th Ivey Room 1R40 -> Waveat the Wave2. Social Thursday, Nov. 3rd The Frog3. Bay Street Trip Friday, Nov. 11th Toronto4. Summer Recruiting Tuesday, Dec. 6th On-CampusWorkshop [ 67 ]