Investment Banking Workshop
Duration : 2 days
Cost : Free (RSVP cost is refunded upon attendance)
Location : UCLA - Ackerman Grand Ballroom
Audience : this event is open to all undergraduate and graduate students from all universities, colleges, and high schools from Los Angeles and neighboring regions.
Details : this 2-day event is designed to help students break into the field of investment banking. The workshop will teach students how to build a resume for investment banking and will train them… Show more for the technical and behavioral portions of investment banking interviews. During the workshop we will continuously assess the participants and will invite a select few to the Leaders Candidate Program, allowing them to become a part of the global network of graduates from the Leaders initiative. The program helps candidates with mentoring, networking, and career opportunities. Therefore, it is recommended that students who are passionate about a career in finance participate in this event and try their best to involve themselves in class discussions. Please note, students who do not attend the complete 2-day workshop will not be considered for the Leaders Candidate Program.
Schedule : the timeline of the event along with the details of each workshop are as follows:
Day 1.A: Oct 6 | 9:00 am - 11:00 am | Resume Workshop | Details: this workshop teaches the candidates how to create a resume that not only looks professional, but will help you in making the most of a single sheet of paper. We will teach the class the Leaders resume format and work through various content examples that can be included in the resume. The format taught here can be used for any profession or any other situation where a resume is required.
Day 1.B: Oct 6 | 11:00 am - 2:00 pm | Behavioral Workshop | Details: this workshop teaches students how to properly answer questions such as why investment banking. The workshop covers important topics such as explaining your “storyâ€* and how to properly answer questions related to both educational and professional experience. Nine out of ten candidates in investment banking interviews fail the behavioral component and that is the difference between getting an offer and getting a rejection email.Â
Day 1.C: Oct 6 | 2:00 pm - 3:00 pm | Networking Workshop |Â Details: this workshop teaches students how to form, develop, and build relationships within the investment banking industry. Included in this topic are strategies to build your contact list, reach out to alumni, and create new connections. From there, the workshop covers recruiting events, informational sessions, and seminars, Â examining techniques to use these opportunities to stand out from the rest of the student body. Remember, it's not what you know, but who you know.
Day 2.A: Oct 7 | 9:00 am - 12:00 pm | Technical Workshop - Accounting | Â Details: this workshop teaches students the basic and advanced concepts required for acing the technical portion of investment banking interviews. The accounting section of the technical workshop will cover financial statement analysis, changes and effects of major line items, and general questions that are asked in the majority of interviews. The mastery of this section is mandatory for passing first-round and final-round interviews.
Day 2.B: Oct 7 | 12:00 pm - 3:00 pm | Technical Workshop - Valuation | Details: this advanced workshop teaches students the various types of valuation techniques such as discounted cash flows, comparable companies analysis and precedent transaction analysis. This workshop covers the valuation topic in far greater detail and is an especially unique resource for candidates by conducting valuation examples that mimic real-world investment banking deals.
About Us : Leaders in Investment Banking (www.LeadersInIB.com) is a volunteer initiative that has been an invaluable support to  generations of students breaking the investment banking career barrier and landing interviews and job offers at leading finance institutions such as Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, Qatalyst, Lazard, Houlihan Lokey, Moelis & Co., Credit Suisse, Deutsche Bank, UBS, Citigroup, HSBC, Macquarie, RBC, CIBC, BMO, TD Securities, and many more. Currently, the Leaders network spans globally and is present in cities all over the world including New York, London, San Francisco, Hong Kong, Los Angeles, Singapore and Toronto. We believe in helping candidates unleash their potential and grow into leaders in this highly competitive industry.
Instructor : Sherjan Husainie completed his undergrad at the University of Toronto in Aerospace Engineering and went on to pursue a Masters in Financial Engineering at UCLA Anderson School of Management in Los Angeles. He is currently working at Morgan Stanley in the technology investment banking group and has previously worked at Houlihan Lokey and RBC Capital Markets.
Disclaimer : please note the following disclaimers:
Organization : Leaders in Investment Banking is a wholly independent organization and has no affiliation with Morgan Stanley or its groups, subsidiaries and divisions.
Reimbursement Policy : ticket RSVP price and fees are reimbursed fully only if the students attend both days of the workshop and check-in with the instructor before the start of the workshop on each day. To receive your full payment back, arrive at the workshop between 8:30 am - 9:00 am on both days, present your event ticket, and sign-in with the instructor. Once the event is over, your order will be refunded within 1 week. Students who come late or miss the event will not be reimbursed. Also, students who cannot attend the event and need to cancel their RSVP must inform Leaders in Investment Banking no later than 7 business days before the event to receive the full refund.
Cancellation Policy : in the event that the instructor cannot attend the workshop (flight delays, weather conditions, schedule changes, emergencies), you will be reimbursed fully, and the event will be rescheduled for a later date.
Show less