COURSE NUMBER: MBA 294.14

COURSE TITLE: Investment Roles Career Prep

UNITS OF CREDIT: 1

STUDENT ORGANIZERS: Jake Wamala (jake_wamala@mba.berkeley.edu) & Melissa Hulme (melissa_hulme@mba.berkeley.edu)

FACULTY SPONSOR: Rindfuss, W

MEETING DAY/TIME: t, 4-6p

TERM: Fall A

BASIS FOR FINAL GRADE: Attendance

COURSE OVERVIEW: The goal of the course is to help students prepare for investment management careers in PE, VC, IM, and Asset Management. The speaker series aims to help students, especially first years, with skills building. The class will increase students’ exposure to various roles in investing and provide base-line knowledge for transitioning into an investing role for the summer. This course is most relevant to those interested in careers in investing.

Leveraging previous experience, instructors and speakers will explore some of the technical sides of financial analysis (DCF & LBO training, industry overview analysis, and preparing investment memos/stock pitches for equity, credit, private equity, and VC). The professionals invited to will focus on cases, deals, investment memos, and the investment process. Many are junior partners, VPs, Associates, or principals at their respective firm. Their experiences give students interested in buy-side finance a better perspective on the day to day work for an investor.