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Monday, March 10, 2008
General Body Meeting
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Agenda
Introduce the Executive Board
Our Mission
Our Events Getting Involved
Open Positions
Sign up!
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Executive Board
President: Jyoti Joshi
Vice President: Nicholas Basso
Treasurer: Lisa Hsieh
Secretary: Victor Tam
Marketing Director: Puja Katariwala
IT Director: John Bennett
Senior Advisor: Sudeep Paul
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Our Mission
Our mission is to prepare Carnegie MellonStudents interested in the financial services
industry with the tools and knowledgeneeded for a successful career. To this endthe Undergraduate Finance Association willhelp develop students interest in finance,
and enhance the current Finance educationwith extracurricular workshops, events, and
opportunities on Wall Street.
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Intern Panel
Wednesday, September 26, 2007
4:30pm 5:30pm
Location TBA
Listen to students speak about their WallStreet internship experiences
Ask questions and get tips on how to get afinance internship
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Goldman Sachs Lunch
Friday, September 7, 2007
12:30pm 2:00pm
UC Rangos Ballroom
Informal info session over lunch
Come and learn more about theoperations division at Goldman
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Case Competitions
Corporate Finance CaseCompetition
Early November
Freshman/Sophomore FinanceCase Competition
Early February
Computational Finance CaseCompetition
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Professor Dinners
Past Dinners
Dr. Cofield
Professor Akat
Professor McGinnis
Upcoming Dinners
Dr. Cofield- Details TBA
Dean Dunn- Details TBA
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Guest Speaker Series
Past Speakers
Linda Duessel, Federated Investors
Todd V. English, Financial
Institutions GroupDavid Rosenthal, UBS
Upcoming SpeakersDetails TBA
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Alumni Mentoring Program
New program
Occurs during the summer
Get paired up with an alumni whoworks at your internship firm
Get tips on how to succeedDevelop a new contact
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Wall Street Crash Session
1 hour crash session
Covers basic areas of Wall Street
Focuses on what an investmentbank does
Teaches you about CapitalMarkets, Investment Banking, etc.
How to succeed on Wall Street
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Other Events
Network NY
Finance Seminar Series
Networking Workshop
Excel Workshops
Professional Communication
Interview Training
Alumni Panel
Resume Books
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Lehman Brothers Book
Resume Book for Internships
Open to sophomores and Juniors
Investment Banking
Capital Markets
Investment Management
Corporate Finance Division
Email finance@andrew forTartanTrak instructions
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Available Positions
Executive Board Activities Director
Chief Technology Officer (January)
Committee Heads
Corporate Relations Case Competition Chairs- 2 positions
Marketing Committee Members- 2 positions
1) Sign up here (can apply for more than 1 position)
2) Email finance@andrew with your resume and oneparagraph on why you would be good for theposition(s) you applied for
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Activities
UFA Membership Fees: $5
Good for the whole year
Member exclusive events
Name on website
Alumni contacts
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Website
www.cmufinanceclub.com
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