Investment Banking GroupWall Street Trek informational meeting –

Sept.11, 2007

Investment Banking Relations

• Investment Banking Group• Wall Street Trek

• November 14-16 (Wed-Fri)• 11 Banks in 3 days

• Positions on Wall Street• Investment Banking

• Sales & Trading• Corporate Finance

• Private Client Services• Other Positions on Wall Street

• Hedge Funds• Asset Management• Private Equity

Wall Street Trek

Wall Street Trek• Common excuses

• Same as an info session….”I don’t get any one-on-one time, so they won’t remember me.”

• I’m not sure about banking or if I want to live in NYC

• What about Class?!?

• This is a banking only trip, so it’s not valuable to me

• Cost

Wall Street Trek: To Do List• Email Ben Rodgers or Steve Martin to get on the

Trek list• Make plane reservations soon

• Arrive Tuesday night (Nov. 13), leave Saturday

• Accommodations: friends/family, hotel info TBD• 3 mandatory WST/bank review meetings

• Tuesday, October 9 – GSB 3.130• Monday, November 5 – GSB 2.120• Monday, November 12 – GSB 2.120

• Mandatory attendance at 3 IB brief and meets:• 9/17 – JPMorgan• 10/9 – Lehman Brothers (WST meeting before)• 11/6 – Bear Stearns

Investment Banking Group

• Group purpose:• To inform first years about the norms of banking, job search, and

networking• To facilitate connections with second years• To facilitate connections with alumni

• Your job:• Meet with second years with banking experience• Make active effort to get up to speed on the industry

• Understand differences between the banks• Culture• History• Market positions• SWOT Analysis

• Give thoughtful consideration to why and where you want to do this job

• Last step is contacting Alumni for informational interviews once you are prepared

Why Investment Banking?

• Pros:• Best possible training in Corporate Finance• Steep Learning Curve• Strategic/Analytical work• Exposure to senior officers in an industry• High Quality Peers• Highest and steepest pay scheme• An enabled career track

• Cons:• Work/Life Balance

• Unpredictable schedule• Nature of Client Services

• Detail Oriented work• Administrative Oriented work….FORMATTING!!!• Egos (Masters of the Universe)

Investment Banking Group

• Do Not’s of networking with bankers:• Never ask about the hours they work• Never demean the role of an analyst

• Skillset• Accounting heavy• Financial background• Client services background• Strong Work Ethic

Investment Banking Universe

• Old Guard (Bulge Bracket) focus on IB

• New Guard (Universal Banks) offer everything

McCombs Relationships: New York

• Regularly Hire (McCombs is a focus school)

• Relationship in Progress

• Beat down the doors!!!

McCombs Relationships : Houston

• Regularly Hire (McCombs is a focus school)

• Relationship in Progress

• Beat down the doors!!!

Second Year Bankers

2nd Year Bank Location GroupAndy Lusk Goldman Sachs New York Real EstateBen Rodgers JPMorgan Chase New York Leveraged FinanceDisha Mehta SMH Capital New York Generalist programErik Johnson JPMorgan Chase New York Real EstateJared Grabow Bear Stearns New York Generalist programMayank Shukla Barclays New York IndustrialsRoshan Gummattira Lehman Brothers New York TechnologyRyan Griswold JPMorgan Chase New York Leveraged FinanceSteve Martin JPMorgan Chase New York Consumer and HealthcareEdward Han Deutsche Bank Los Angeles Generalist programAbhishek Kumar SMH Capital Houston EnergyBenton Love Simmons and Co. Houston EnergyDaniel Anderson Merrill Lynch Houston EnergyDiggs Gully JPMorgan Chase Houston EnergyJared Schroeder Merrill Lynch Houston EnergyMatt Hartman Goldman Sachs Houston EnergyMukul Hariharan JPMorgan Chase Houston EnergyNelson Mabry Lehman Brothers Houston EnergySean Tobin Credit Suisse Houston Energy