MARKETSAVVY 2012Agendas & Topics discussed

ABOUT THE PROGAM

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.

INTRO TO MARKETSAVVY : PROGRAM LAUNCHFINANCIAL SYSTEM OVERVIEW

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 markets5. Peripheral Financial Industries

• Defining those sectors who’s business model depends on the functioning of the financial markets

TOPIC 1 : BREAKDOWN OF THE US FINANCIAL SYSTEM

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 Agencies6. Peripheral Financial Players

• Financial Services Firms• Data Providers• Business Media

TOPIC 2 : FINANCIAL CORE BREAKDOWN – NATIONAL BANKS

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 5. Intro to Securitization6. Intro to BofA and the Credit Crisis

TOPIC 3 : FINANCIAL CORE BREAKDOWN – INVESTMENT BANKSThe 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 3. Off Balance Sheet Transactions4. Risk Management5. Balance Sheet Management

TOPIC 4 : COUNTRY INC & SOVEREIGN DEBT

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

importance3. Funding & Debt

• How does each Government pay its bills?

POTEN

TIAL FUTU

RE TOPICSExamples 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/ExecutivesRegulating Bodies and Leaders -Financial Risk Management

Academics/ Journalists/ ResearchersPolitical LandscapeUS Political Structure & How it Impacts Business

Key Positions/ Roles/ People in PoliticsGovernment and Regulation – Intro to Global Financial Risk ManagementHot Market Topics

Bailout Nation – Will the Western governments go Bankrupt?Compensation – Will Wall Street be able to hang on to its bonus cultureCauses 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 beyondThe 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

30%

25%

55%

Introductory topics

Advanced Top-ics

Hot Topics

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

.

ADVANCED TOPIC EXAMPLE : REGULATION - INTRODUCTION TO GLOBAL FINANCIAL RISK MANAGEMENT

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