Wednesday, September 9, 2015

AIM Investment Banking / Private Equity Open House (with attachment to presentation material)

On Tuesday, September 8, 2015 an open house for the Investment Banking/Private Equity track was held in the AIM Room was held.

Dr. David Krause, AIM program director, and Mr. Jeff Germanotta, Adjunct Instructor of Finance, provided an overview of the IB/PE track. Mr. Germanotta teaches the Investment Banking course. Two current AIM seniors, Joanne Wycklendt and Paul Tran, also assisted in the presentation.

They discussed the opportunities within the industry and provided information about the various elements of the IB/PE track. Discussion also focused on the team structure and what a ‘day in the life of an analyst’ is like. The typical investment banking structure and model were also presented and Mr. Germanatto and Dr. Krause answered questions from the students in attendance. They also provided an overview of private equity.

Joanne and Paul talked about their summer internship experiences in investment banking and were available to help answer questions and meet with the students individually afterwards. They also talked about the National Investment Banking Competition (NIBC) where students are given a case study and asked to create a pitch book. Marquette will again be participating in the event which enables students to gain valuable experience in valuation - including DCF, LBO, precedent transactions, comparable companies, and accretion/dilution models. Last year’s team had an opportunity to pitch their case at the national convention in Vancouver in front a group of bankers from many of the top investment banks.