Graduate Finance AssociationKick-Off Meeting

August 28, 2006

Agenda

I. Welcome

II. Executive Board Introductions

III. What We Do and Why YOU Should Join

IV. Upcoming Events

V. Membership Details

VI. What Should I Be Doing Now?

VII. Q&A

Welcome to Tepper

• Congratulations!• The Graduate Finance Associate (“GFA”)

– One of the Largest and Most Active Clubs at Tepper– Focused on Select Fields in Finance

• http://www.tepper.cmu.edu/gfa

Our Mission:

•Enhance understanding of investment banking, sales and trading, corporate finance, research, and the broader field of finance

•Prepare our members for finance careers

•Cultivate and encourage continuous learning and discovery of recent trends within the various fields in finance

GFA Executive Board

• Pauline Grinberg President • Seth Morganstern Vice President• Christopher Breig VP Internal Affairs• Elliot Drabs VP Case Competitions and

Corporate Sponsorship• Abhishek Jain VP Alumni Relations• Coy Ross VP Mentoring, Investment

Banking• Erin Moyer VP Mentoring, Sales & Trading• Kevin Lowe VP Mentoring, Corporate Finance• Wai Chan Editor of the GFA Journal• Kenneth Lee Treasurer• Ravi Madasu Chief Technology Officer

What We Do and Why YOU Should Join1. Career Assistance

a. Finance internships/careersb. Mentoringc. Mock Interviewsd. Finance Recruiting Guidee. NYC Recruiting Tripf. Work Closely with the COC (Ken Keeley)

2. Educationa. Training the Street, Inc.b. Course Guidancec. Case Competitions (Accounting, Corp Fin, Fin Engineering)d. Educational Workshops – Talking Business

3. Alumni Relations/Build Tepper Finance Networka. Networking Preparation and Opportunities with Professionalsb. Executive Speaker Series c. 2nd Year Support and Networkingd. Faculty and Administration e. Website

EventsUpcoming Events: 1. Mini 1

a. First Membership Meeting, “Careers in Finance” – Mid-Septemberb. Talking Business Series – TBDc. IB, S&T, Corp Fin Mentoring Seminars – September 26th, 27th, 28th

d. Accounting Case Competition – September 29th and 30 th e. Doug Wezniak, Treasurer’s Department, ExxonMobil – October 12 th f. Wall Street Trip – October 23rd and 24th

Mini 2:a) Training the Street – Valuation Seminar – October 27th and 28thb) Guest Speakers - TBDc) Curriculum Overview – November 13th or 14th

d) Mock Interviews: Informational & Super Day - TBD

Minis 3 and 4:a) Training the Street – Financial Modeling – March 23rd and 24th

b) Guest Speakersc) Corporate Finance and Lehman Brothers Financial Engineering Case

Competitiond) Education Workshops

Member Quotes

“Best Club at Tepper! Provides the best value and the most activities.”

“New York Trip was a great opportunity to learn more about IB and S&T.”

“Training the Street was an awesome introduction to valuation and real-world finance application.”

“The mentoring sessions were really valuable; I learned a lot about the different finance areas. The recruiting guide is essential.”

Membership DuesMBA 2008 – 1 Year Membership

$90

MBA 2008 – 2 Year Membership

$140 (strongly encouraged)

MBA 2007 – 1 Year Membership

$80

MSCF Only Membership – 16 Mos.

$105

Flex-Time – 1 Year Membership

$70

Pay Ken Lee!

1. Make check payable to “Carnegie Mellon University”

2. Write your program year and “GFA Dues” and email address in the subject line

(Example: “MBA08 GFA Dues - jane.doe@cmu.edu”)

1. Deposit check in Ken’s (Kenneth Lee) mailbox located in Posner near the first-year lockers

2. Send Ken an e-mail kennethlee@cmu.edu] indicating that you have delivered a check

3. Ken will send you a receipt confirmation e-mail

4. Please have checks delivered to Ken by this Sunday at 5pm

First Membership Meeting, “Careers in Finance”

Paid Members Only!• Members only will receive recruiting and

interview preparation guides

This month: First Membership Meeting, “Careers in Finance” Talking Business Series IB, S&T, Corp Fin Mentoring Seminars Accounting Case Competition

What Should I Be Doing Now?

September

1) Read the Wall Street Journal every day

2) Rewrite your resume

3) Attend Corporate Presentations

4) Read finance related books

5) Do NOT contact finance professionals

6) Join the GFA

Q&A

Thank You!