Transcript 5 Days for the Homeless DeGroote Accounting Association

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Windows Microsoft
DeGroote Impact- 5 Days for the Homeless
DeGroote Accounting Association
DeGroote Marketing Association
DeGroote Finance Association
DeGroote Commerce Society
Greensuits
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Windows Microsoft
DeGroote Impact- 5
Days for the Homeless
DeGroote Accounting
Association
Degroote Accounting Association (DAA)
Please Welcome Your Speakers from the DAA:
Stuart H Matson, VP of Administration
Geoff Blasutti, Fast Pace to the Case (FPC) Co-Chair
Degroote Accounting Association
@DAA_ Accounting
So what functional area of business are you interested in?
•Marketing
•Human Resources
•Information Systems
•Finance
•Accounting
How many of you will be attending McMaster
University in the Commerce program in the fall of
2012?
What is the Degroote Accounting Association and
what do we do?
The DeGroote Accounting Association (DAA) is a student run
organization within the DeGroote School of Business whose main focus
is to promote and generate awareness of the accounting profession to
the McMaster community. We represent those students who are
interested in pursuing an accounting designation, whether it be CA,
CMA, CGA or CPA. In addition to creating awareness on campus, we
facilitate student transitions into the professional accounting world.
Presently the DAA has:
-Over 380 student members
-Next years executive team will consist of 17 executives (Ex.
President, VP of Admin, FPC Co-Chair , Supporting Roles and Year
Representatives)
-We are proudly supported by many organizations that are interested in
building awareness of their organization on Mac’s Campus and
recruiting the best and brightest McMaster Students
Our Main Events
• Fast Pace to the Case
• CA Night
• CMA Etiquette Dinner
• Alumni Night
• CMA Roundtable
• CGA Speed Networking
How to get involved?
• Apply for the executive team
• Attend our events
• Get your participating member
certificate
We proudly thank our generous sponsors for their various
contributions to the DAA
Platinum Sponsors:
Gold Sponsors:
Other Sponsors:
Any Questions?
http://degrooteaccounting.com/home/daa-news/ or Google: Degroote
Accounting Association
Degroote Accounting
Association
Stuart H Matson
Vice-President of Administration
[email protected]
@DAA_Accounting
Geoffrey Blasutti
Fast Pace to the Case, Co-Chair
[email protected]
DeGroote Marketing
Association
DeGroote Finance
Association
HSBH PRESENTATION
APRIL 2, 2012
Presented by Liam Whelan
Agenda
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DeGroote Finance Association
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Mission

Partners

Events

Finance at DeGroote

Canadian Financial Services Industry

Careers in Finance
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Capital Markets
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Sales and Trading

Investment Banking

Equities Research
Investment Management

Advisory and Planning

Portfolio Management
Private Equity
DFA – Our Mission

Mission
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Motto
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The DeGroote Finance Association (DFA) creates a bridge between
students and the finance industry by providing opportunities for learning
and interaction through various events held throughout the year.
“Connecting the Leaders of Today to the Leaders of Tomorrow”
Operations

The association operates under the DeGroote Commerce Society and is lead
by a team of undergraduate business students. The DFA plans and executes
events from September through April every year focused on providing
learning and networking opportunities with financial institutions for students
interested in pursuing a career in the field of finance.
DFA – Our Partners

Membership

2010/2011 – 100 Members
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2011/2012 – 200 Members
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Sponsorship
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Strategic Partnerships
DFA – Our Events
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DFA 15th Annual Wine and Cheese
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Designations in Finance
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CFA, CBV, CA, CMA, CFP
Stock Market Challenge
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Networking event for 90 students and 30 industry delegates
Investopedia.com $100,000 portfolio simulation
McMaster Capital Markets Conference
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Keynote speakers, young professionals panel, networking mixer
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Faculty & Elective Night
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Financial Modelling Courses
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Boston Pizza Social
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Edward Jones Investments Social
Finance at DeGroote
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Over 25 electives – more than any business school in Canada!
Canadian Financial Services Industry
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Banks, trusts, credit unions, insurance brokers, securities dealers,
mutual funds, financial advisors, & pension funds.
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Banks have $1 trillion in assets
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500,000 employed; 50% Toronto
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New York, Chicago, Toronto
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RBC, TD, Scotia, BMO, CIBC
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Manulife, Sun Life
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RBC AM, IGM, CI Funds, TD AM
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Toronto: 7,500 CFAs
Careers – Capital Markets
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Investment Banking
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Facilitating transactions associated with marketable securities; this
includes raising capital, underwriting, or mergers and acquisitions;
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Analysts and associates will work 70 – 120 hours per week.
Sales and Trading
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Buying and selling stocks and bonds to earn money on each transaction;
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Work on the trading floor and broker trades between institutions.
Equities Research
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Research and report on securities in the market giving buy or sell rating;
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Supports investment bankers and traders with their market knowledge.
Careers – Investment Management
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Wealth/Asset Management
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Investment advisory, financial planning, and portfolio management;
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Clients include high net-worth individuals, small businesses, families;
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Investment advisors and financial planners will oversee a client’s assets
(cash, property) and invest/protect it strategically to grow its value;
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Portfolio managers at investment funds build diversified portfolios for
investment advisors to offer clients; Sales vs. Analysis.
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Designations – Certified Financial Planner, Chartered Financial Analyst.
Careers – Private Equity
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Private Equity
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Equity investments in companies not publically traded on an exchange;
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Private equity firm, venture capital firm or an angel investor.
Case Study:
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PE Fund borrows $9mn from bank -> additional $2mn from partners
(fund managers) and limited partners (pensions, rich investors).
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Buys $11mn equity stake (100%) of underperforming company after
due diligence (checking the books).
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Replaces senior management, reduces workforce, sells some assets ->
stockmarket is bullish over the two years of management (comparables
valuation has increased);
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They sell in buy-out for $15mn yielding income of $4mn -> loan with
interest of $0.5mn then paid down, leaving $3.5mn (75% ROI) to be
shared among the partners.
Thank You!

Any Questions?
DeGroote Commerce
Society
Greensuits
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