5 Days for the Homeless DeGroote Accounting Association

advertisement

Agenda

1) Windows Microsoft

2) DeGroote Impact- 5 Days for the Homeless

3) DeGroote Accounting Association

4) DeGroote Marketing Association

5) DeGroote Finance Association

6) DeGroote Commerce Society

7) Greensuits

8) Report feedback and Top 5 Announced

Windows Microsoft

DeGroote Impact- 5

Days for the Homeless

DeGroote Accounting

Association

Degroote Accounting Association (DAA)

Please Welcome Your Speakers from the DAA:

Stuart H Matson, VP of Administration

Geoff Blasutti, Fast Pace to the Case (FPC) Co-Chair

Degroote Accounting Association

@DAA_ Accounting

So what functional area of business are you interested in?

• Marketing

• Human Resources

• Information Systems

• Finance

• Accounting

How many of you will be attending McMaster

University in the Commerce program in the fall of

2012?

What is the Degroote Accounting Association and what do we do?

The DeGroote Accounting Association (DAA) is a student run organization within the DeGroote School of Business whose main focus is to promote and generate awareness of the accounting profession to the McMaster community. We represent those students who are interested in pursuing an accounting designation, whether it be CA,

CMA, CGA or CPA. In addition to creating awareness on campus, we facilitate student transitions into the professional accounting world.

Presently the DAA has:

-Over 380 student members

-Next years executive team will consist of 17 executives (Ex.

President, VP of Admin, FPC Co-Chair , Supporting Roles and Year

Representatives)

-We are proudly supported by many organizations that are interested in building awareness of their organization on Mac’s Campus and recruiting the best and brightest McMaster Students

Our Main Events

• Fast Pace to the Case

• CA Night

• CMA Etiquette Dinner

• Alumni Night

• CMA Roundtable

• CGA Speed Networking

How to get involved?

• Apply for the executive team

• Attend our events

• Get your participating member certificate

We proudly thank our generous sponsors for their various contributions to the DAA

Platinum Sponsors:

Gold Sponsors:

Other Sponsors:

Any Questions?

http://degrooteaccounting.com/home/daa-news/ or Google: Degroote

Accounting Association

Degroote Accounting

Association

Stuart H Matson

Vice-President of Administration matsonsh@mcmaster.ca

@DAA_Accounting

Geoffrey Blasutti

Fast Pace to the Case, Co-Chair blasutgd@mcmaster.ca

DeGroote Marketing

Association

DeGroote Finance

Association

HSBH PRESENTATION

APRIL 2, 2012

Presented by Liam Whelan

Agenda

DeGroote Finance Association

Mission

Partners

Events

Finance at DeGroote

Canadian Financial Services Industry

Careers in Finance

Capital Markets

 Sales and Trading

Investment Banking

 Equities Research

Investment Management

 Advisory and Planning

 Portfolio Management

Private Equity

DFA – Our Mission

Mission

The DeGroote Finance Association (DFA) creates a bridge between students and the finance industry by providing opportunities for learning and interaction through various events held throughout the year.

Motto

“Connecting the Leaders of Today to the Leaders of Tomorrow”

Operations

The association operates under the DeGroote Commerce Society and is lead by a team of undergraduate business students. The DFA plans and executes events from September through April every year focused on providing learning and networking opportunities with financial institutions for students interested in pursuing a career in the field of finance.

DFA – Our Partners

Membership

2010/2011 – 100 Members

2011/2012 – 200 Members

Sponsorship

Strategic Partnerships

DFA – Our Events

DFA 15 th Annual Wine and Cheese

Networking event for 90 students and 30 industry delegates

Designations in Finance

CFA, CBV, CA, CMA, CFP

Stock Market Challenge

Investopedia.com $100,000 portfolio simulation

McMaster Capital Markets Conference

Keynote speakers, young professionals panel, networking mixer

Faculty & Elective Night

Financial Modelling Courses

Boston Pizza Social

Edward Jones Investments Social

Finance at DeGroote

Over 25 electives – more than any business school in Canada!

Canadian Financial Services Industry

Banks, trusts, credit unions, insurance brokers, securities dealers, mutual funds, financial advisors, & pension funds.

Banks have $1 trillion in assets

500,000 employed; 50% Toronto

New York, Chicago, Toronto

RBC, TD, Scotia, BMO, CIBC

Manulife, Sun Life

RBC AM, IGM, CI Funds, TD AM

Toronto: 7,500 CFAs

Careers – Capital Markets

Investment Banking

Facilitating transactions associated with marketable securities; this includes raising capital, underwriting, or mergers and acquisitions;

Analysts and associates will work 70 – 120 hours per week.

Sales and Trading

Buying and selling stocks and bonds to earn money on each transaction;

Work on the trading floor and broker trades between institutions.

Equities Research

Research and report on securities in the market giving buy or sell rating;

Supports investment bankers and traders with their market knowledge.

Careers – Investment Management

Wealth/Asset Management

Investment advisory, financial planning, and portfolio management;

Clients include high net-worth individuals, small businesses, families;

Investment advisors and financial planners will oversee a client’s assets

(cash, property) and invest/protect it strategically to grow its value;

Portfolio managers at investment funds build diversified portfolios for investment advisors to offer clients; Sales vs. Analysis.

Designations – Certified Financial Planner, Chartered Financial Analyst.

Careers – Private Equity

Private Equity

Equity investments in companies not publically traded on an exchange;

Private equity firm, venture capital firm or an angel investor.

Case Study:

PE Fund borrows $9mn from bank -> additional $2mn from partners

(fund managers) and limited partners (pensions, rich investors).

Buys $11mn equity stake (100%) of underperforming company after due diligence (checking the books).

Replaces senior management, reduces workforce, sells some assets -> stockmarket is bullish over the two years of management (comparables valuation has increased);

They sell in buy-out for $15mn yielding income of $4mn -> loan with interest of $0.5mn then paid down, leaving $3.5mn (75% ROI) to be shared among the partners.

Thank You!

Any Questions?

DeGroote Commerce

Society

Greensuits

Report Feedback

Download