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OVERVIEW

OVERVIEW. Professional organization Networking group Learning opportunities Career preparation Resources. HISTORY. Founded in Fall 2010 by Chris Huff and Jim Plew Events: Merrill Lynch tour (Feb 2011) IU Trading Room and CFA Presentation (March 2011)

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OVERVIEW

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  1. OVERVIEW • Professional organization • Networking group • Learning opportunities • Career preparation • Resources

  2. HISTORY • Founded in Fall 2010 by Chris Huff and Jim Plew • Events: • Merrill Lynch tour (Feb 2011) • IU Trading Room and CFA Presentation (March 2011) • Patton Hedge Fund Strategy Seminar (Sep 2011) • Real Estate Investing Presentation (Oct 2011) • Monument Capital Tour (Nov 2011) • Wealth Management Seminar (March 2012)

  3. CAREER PREP • Career Connection | IUPUI – Campus Center 4th floor • Tomorrow (Oct 11) from 10am to 4pm • Diversity Career Fair | IUPUI – Campus Center 4th floor • November 13th from 1pm to 5pm • Kelley Careers | Bid for interviews • Bloomberg Assessment Test

  4. BLOOMBERG ASSESSMENT TEST • Friday, October 19th @1pm (BS 3008) • Tests financial and economic skills • Job-search method • Employers contact students with the best scores

  5. CERTIFICATIONS • Bloomberg | 2-3 weeks • Series 7/63 | 2 months each • CFA | 3-5 months per level • CFP | 3 months • GMAT for grad school | 6 months

  6. UPCOMING EVENTS October 19 October 30 TBA November 23 November 23

  7. CID CAPITAL | Private Equity • Friday, October 19th@ 10am • Campus Center 308 • John Aplin – Managing Director

  8. HKW | Private Equity • Tuesday, October 30th @ 9am • HKW Offices • Ted Kramer – Partner of Deal Generation

  9. TECHPOINT | Venture Capital • Date and location TBA • Jim Jay - CEO

  10. CME GROUP | Chicago Trip • Chicago Mercantile Exchange • Tour of the exchange • Barrett Trade and Finance Group • Meeting with the executives of BTFG

  11. QUESTIONS

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