Berkeley Finance Club Fall Kickoff Meeting

1. Berkeley Finance Club Fall Kickoff Meeting September 10th, 2007

2. Agenda Berkeley Finance Club • Introduction • Careers • Academics • Alumni • Berkeley Finance Conference • Warren Buffett Trip • Investment Club • Membership Registration

3. Introduction

4. Club Mission Introduction • The Berkeley Finance Club is committed to assist members in • Career Search • Finance Education • Networking 1

5. BFC Dedicated Team Introduction Beidi Zheng President Josh Bleharski Co-Chair - Conference Apurva Shah VP - EWMBA Mike Blanchard VP - Careers Hull Xu Co-Chair-Conference Jie Shen VP - Alumni Koen The VP - Communications John Bruno VP - Academics Satish Kumar VP - Finance ChengNing Yang VP-Technology 2

6. Careers

7. Career Committees Careers • To help you explore various finance career opportunities and land a position. • Investment Banking Committee– Chairman: Li Chen • Corporate Finance Committee– Co-Chairs: Suwanna Trirattanathada & Laura Chow • Private Equity Committee– Chairman: Jens Dueing • Sales & Trading Committee– Chairwoman: Melissa Hiler • Buyside Committee– Chairman: Vasanth Mohan

8. Events and Programs Careers • Events • Industry Brown Bag – Various dates • 2nd Year Summer Experience Panel – Various dates • Firm Night – Oct. 2 • Wall Street Trip – Dec. 17-19 • Hong Kong Trip – Early Jan • SF Corp Fin Trip – TBD • Programs • Mentor Program • Resume Review Program • Mock Interview Program 9

9. Finance Club Firm Night - Logistics Careers Logistics • Date: Tuesday October 2nd, 2007 • Time: 7:00pm – 9:00pm • Location: International House, 2299 Piedmont (exit Haas, take a right, on your left about ½ mile down the road) • Format: • Company booths • Students are welcome to roam at their own pace • Remember your networking etiquette from O-week! • Dress: Business Casual • Registration: Please email your resume to “michael_blanchard@mba.berkeley.edu” by Friday, 9/14

10. Finance Club Firm Night – Firms Careers The following firms are a subset of those that will be present: • Autodesk • Thomas Wiesel • Apple • Banc of America Securities • Chevron • Cisco • Farmers Insurance • Analysis Group • Harris Williams • Houlihan Lokey Howard & Zukin • JP Morgan • RBC Capital Markets • Cowen and Company • Barclays Global Investors • Hewlett Packard • Legg Mason

11. Finance Club Firm Night – Volunteers Careers VOLUNTEERS NEEDED!! • Pre-Firm Night (times are flexible) • During Firm Night: • 6-7pm • 7-9pm (you will still be able to partake in the Firm Night) • 9-10pm • Sign-up on volunteer sheet or email “michael_blanchard@mba.berkeley.edu” if you would like to help

12. Academics

13. Academics Academics Case competitions • Case competitions allow students to get good first-hand experience • Opportunity to improve the finance reputation of Haas • Great for interviews and career switchers • Kellogg Restructuring Case Competition • November 8 - 10 • http://www.abiworld.org/crc/details.html • Cornell Stock-Pick Challenge • November 2 • http://www.johnson.cornell.edu/parkercenter/stockpitch/ • Chicago National IPO Challenge • November 3 • http://student.chicagogsb.edu/group/IBG/ipo/ • Contact John Bruno (john_bruno@haas.berkeley.edu) if you are interested in participating in these competitions • MBAA and the finance club reimburse some of your expenses for these competitions • It is important that if you sign-up to participate that you fulfill this commitment • We may institute a deposit policy to ensure participation

14. Academics Academics Workshops, Case Studies and Industry Talks • We will be organizing a variety of workshops, case studies and industry talks throughout the semester, enabling students to learn more about what is going on in the finance industry today. • We will send out emails announcing these events, but they will include: • Workshops • Training the Street • September 16 for 2nd years • Another session is being organized later this year for first years • Case Studies • We are working with a variety of employers, including investment banks and buyside firms to come to campus to lead case study workshops for students • Industry Talks • Opportunity to take advantage of the faculty resources we have here at Haas • Every few weeks on a different topic pertinent to what is going on in the economy • Sep 17th Monday - C110: Prof. Nancy Wallace will be giving a talk on the Subprime Mortgage and Credit Markets • Unbelievable chance to learn about what is going on in the market from one of the experts in the field

15. Alumni

16. Alumni • Berkeley Finance Club on LinkedIn • Events • Alumni Cocktail Mixer– Dec. 1st week • Alumni Dinner – Monthly • Format: 3 Alumni from the Financial Services Industry and 6-8 club members • Venue: quiet SF/bay area restaurant • Testimonials: • “Thanks for the invite. It's always a pleasure to meet the new batch and good to be able to help out.”From Atul Tiwary (Investment Banking Associate at RBC Capital Markets) • “Thanks for the note and invite.  It was a pleasure to come and reconnect with some Haas folks. I liked the fact that it was just a small group of students.” From Melissa Daniels (Executive Director, Private Equity at Morgan Stanley Venture Partners) • “I enjoyed the event and I think it is a promising format for future events.” From Michael Ellis (Senior Investment Professional at Avera Global Partners) • First Alumni Dinner Event: September 27th, 7.30 pm, location TBD

17. Finance Conference

18. Conference Status Update Berkeley Finance Conference We are in on track to have a successful conference • Balancing Risk and Return Through Innovation • When: November 9th, 2007 • Where: Haas School of Business • Keynote speakers – confirmed! • Morning keynote: George Lee, Partner, Global Head of Technology Banking, Goldman Sachs & Co. • Afternoon keynote: Dr. Reuven Glick, Group Vice President of International Research, Federal Reserve Bank of San Francisco • Panel guests – over 50% confirmed! • Investment Management • The future of private equity • Corporate finance roundtable • Emerging trends in investment banking • Valuation of non-conventional assets and technologies • The business case for corporate social responsibility - are good deeds rewarded by higher returns? • Sponsorship: • Committed: JPMorgan $10,000 • Strong leads: Apple, Cisco, McKesson, Citi, Lehman

19. Berkeley Finance Conference (continued) Berkeley Finance Conference Volunteers needed! • Marketing • Registration available by 9/17/2007 • Pricing: $40 Finance club member, $50 Haas student, $100 professional • http://berkeleyfinanceconference.org • Target attendee: students 70%, professionals 30% • Operations/Logistics • Finalizing location • 100 parking permits for purchase • 35 parking permits reserved for keynote/panel guests • Catering: • Continental breakfast • Small group networking lunch • Cocktail reception • Need volunteers in all areas!!! • Contact Hull Xu (hullxu@mba.berkeley.edu) or Josh Bleharski (josh_bleharski@mba.berkeley.edu)

20. Warren Buffett Trip

21. Warren Buffett Trip Warren Buffett Trip • Date: November 19-20 • Location: Omaha , Nebraska • Agenda: • 8:30-9:30 Q&A/tour at Nebraska Furniture Mart, a Berkshire Hathaway subsidiary • 10:00-12:00 Q&A with Mr. Buffett at Berkshire Hathaway.  Mr. Buffett will give a short speech and then spend most of the time answering questions on a rotating basis between the schools.  • 12:30-2:30 Lunch with Mr. Buffett at one of his favorite steakhouses.  (Lunch is on him!) • 2:45-4:00 (Haas only) Q&A with Donald Wurster (Haas alum), President of National Indemnity, a Berkshire Hathaway subsidiary • Logistics: $100 deposit upon selection (returned upon completion of trip) Hotel and airfare are at your own expense • Registration: Please email Billy “billy.leung@mba.berkeley.edu” by Monday, 9/10 • Example email format: “John Doe, jdoe@haas.berkeley.edu, Full-time MBA, 2008, yes, 1234“ club member status student ID last 4 digits

22. Investment Club

23. Investment Club Investment Club • Haas Investment Fund • Student-managed portfolio • Integrated with curriculum • Faculty and industry advisors • Target Launch: Spring 2008 • Advising • Mentorship and Career Advising • Resume Review • Mock Interviews • Programs and Events • Investment Roundtable • Spring Investment Speaker Series • Guest Speakers

24. Investment Fund Investment Club • Overview • Student-managed portfolio • Faculty and industry advisors • Target Launch: Spring 2008 • Philosophy • Value Investing: Graham and Dodd-style • Margin of Safety • Curriculum • Gateway class for fund management • Related portfolio management coursework • Lectures, speaker series, independent study • Returns to Haas • Portion of gains returned to Haas for Finance and Accounting programs

25. Membership Registration

26. How to join the club? Membership Registration • Membership Fee • $50 covers your entire program stay • $30 covers one year • Payment • Check payable to “Berkeley Finance Club” • Give check to Satish Kumar (2nd Full-time MBA, mailbox in MBA lounge by Bank of America Forum) • Participation Opportunities • Career Committee managers (please indicate which committee you are interested in) • Wall Street Trip lead • Hong Kong Trip lead • Firm Night volunteers • Finance Conference managers/volunteers • Alumni party planning manager • Case competition lead • Case study manager