Marquette's FMA Club and Investment Banking Class Hosted Jim
Reilly and Paul Tran of Lazard Middle Markets on September 25, 2017
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| Paul Tran and Jim Reilly of Lazard in the AIM Room |
On September 25th, Marquette’s Investment Banking class was honored to have two guest speakers from Lazard's Middle Market Group: Director, Jim Reilly and Analyst, Paul Tran (a Marquette AIM alumnus in the Class of 2016). They presented to the FMA Club in the afternoon and assisted in the Investment Banking course that evening.
Mr. Jeffrey S. Germanotta teaches FINA 4081: Investment Banking at
Marquette University and works closely with Dr. David Krause and the students
in the banking track of the Applied Investment Management (AIM) program. He is
working hard to bring the content to life and one of the approaches is to bring
outside speakers into the classroom.
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Jim Reilly
of Lazard Middle Markets Group
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In talking about the course, he said, “In FINA 4081 we review the
common types of transactions that investment bankers work on and the different
methods used to value those transactions. Some of these include IPOs, seasoned
equity offerings, exchange offers, mergers, hostile tender offers, leverage
buyouts, and going private transactions. This course also exposes students to
different methods used to value those transactions via applied projects, model
building, cases, etc. Additionally, I try to supplement the material with
timely outside speakers.”
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Paul Tran, AIM Class of 2016, Analyst
Lazard Middle Markets Group
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Mr. Germanotta said, “This semester's investment banking class hosted Jim Reilly, Director and
Paul Tran, Analyst of Lazard last Monday. Jim and Paul discussed the
various functions within an investment bank and explained the differences
between bulge bracket and middle-market investment banks."
He continued, "We also learned
about Lazard's focus on financial advisory and asset
management activities and their important view of serving as an
independent, unbiased advisor. They concluded their presentation with an
actual sell-side case study, consistent Marquette's emphasis on experiential
learning. We are grateful for Lazard's continuing support of
Marquette."
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Strong turnout of finance students
at the Lazard Information Session at Marquette |
The
students also had the privilege of walking through a real-life case
study of a sell-side advisory transaction, bringing added meaning to our
classroom experience. Jim Reilly and Paul Tran explained their roll
in guiding a privately held company though a sale process, which
consisted of both strategic and financial buyers.
