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Indiana University Finance P.O.O.P. Session

Indiana University Finance P.O.O.P. Session. A.G. Edwards & Sons, Inc. Investment Banking. Major Securities Brokerage Firms. Number of Representatives*. Merrill Lynch & Co. 13,600 Morgan Stanley Dean Witter 11,238 Salomon Smith Barney 10,350 Paine Webber 6,951 A.G. Edwards & Sons 6,528

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Indiana University Finance P.O.O.P. Session

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  1. Indiana UniversityFinance P.O.O.P. Session A.G. Edwards & Sons, Inc. Investment Banking

  2. Major Securities Brokerage Firms Number of Representatives* Merrill Lynch & Co. 13,600 Morgan Stanley Dean Witter 11,238 Salomon Smith Barney 10,350 Paine Webber 6,951 A.G. Edwards & Sons 6,528 Prudential Securities 6,281 * 1999, Institutional Investor

  3. Equity & fixed - income research Individual asset management & private client services Investment banking; corporate finance Securities Firms Broad-Based Services Investment banking; public finance Securities & commodities brokerage Syndicate & trading

  4. Role of Investment Banking Services Provided: • Public & private offerings of equity & debt • Mergers & acquisitions • Financial advisory • Valuations & fairness opinions Capital Markets Investment Banking Corporation

  5. 4,700,000 Shares 2,875,000 Shares Common Stock has agreed to be acquired by Common Stock Price $16.00 Per Share The Thomson Corporation Price $13.00 Per Share for $3.425 Billion Co-Manager March 1998 Co-Manager A.G. Edwards & Sons acted as financial advisor to West Publishing Company. March 1998 June 1996 $6,000,000 Series B Convertible Preferred Stock $100,000,000 Senior Notes due 2006 The Registry acquired Reinsurance Group of America, Incorporated Co-Agent Shamrock Computer Resources, Inc. Co-Agent A.G. Edwards & Sons, Inc. acted as financial advisor to The Registry . Recent Investment Banking Transactions

  6. Working Groups Managing Director Vice President Associate Analyst

  7. Investment Banking Analyst Responsibilities include: • Developing industry analyses • Creating models of financial forecasts • Analyzing historical & projected financial performance • Developing & participating in pitches for prospective clients • Representing firm with clients & peer investment banks • Assist in creating marketing materials for upcoming transactions

  8. Investment Banking Analyst • Accounting or finance background • Detail-oriented • Highly motivated • Excellent analytical & communication skills • Flexible • Management of multiple projects simultaneously • Team player

  9. Investment Banking Analyst Career Progression Return to Investment Banking Pursue MBA Enter into new field of employment Joins Analyst program 2-3 yrs Undergraduate Pursue alternative professional employment

  10. Investment Banking Analyst Training Program • 4 week training program • Exposure to operations of numerous departments throughout firm • Equity Research • Equity Syndicate • OTC • Institutional Sales • Exposure to outside professionals • Accountants • Law firms • IPO and mergers & acquisitions case simulation • Mentor program

  11. A.G. Edwards Investment Banking Questions or Concerns, please contact us:

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