Desautels Capital Management

Honors in Investment Management (HIM) –Information Session

2020-2021

Table of contents

• Overview of HIM and DCM

• Type of candidates we look for

• Application and interview process

• Preparing for stock pitch

• Sample stock pitches

• Q&A

Overview of HIM and DCM

HIM Program –Overview

Two-year Program – 45 Credits

Bcom Degree in Honours in Investment Management

Required Classes Strict Course Structure• Financial Statement Analysis• Financial Reporting Valuation• Corporate Finance• Investment Management• Applied Corporate Finance• Financial Derivatives• Market Risk Models• Fixed Income Analysis

• Alternative Investments• International Finance• Applied Quantitative Finance• Advanced Business Statistics• Honours IM Research Project (x2)• Venture Capital & Entrepreneurial Finance

(or Topics in Finance, or Advanced Topics in Finance)

• Limited ability to pursue minors or concentrations• No possibility for exchange

Sample Schedule

Schedule comprised of HIM group meetings, sector meetings and guest speakers. Students prepare for meetings during their own time by doing research, writing reports and preparing presentations for the fund.

Monday Tuesday Wednesday Thursday Friday

4:00 – 5:00Sector Meeting

7:30 – 8:30Guest speaker

7:30 – 8:30 HIM Meeting4:00 – 6:00HIM Meeting

1:00 – 2:00 Working Session

10:00 – 10:30Sector Meeting

DCM Overview –Structure

Global Equity Fund Fixed Income Fund Risk & Strategy(Sector of Global Equity Fund)• AUM: ~3.1M• 7 Sector Verticals• Approach: bottom-up, fundamental

analysis

• AUM: ~1.5M• Generalist Coverage• Approach: both bottom-up fundamental

and macro ideas

• Strategists and Risk Manager• Investment Committee

Desautels Capital Management Interns

• Economic Analyst • Chief Sustainability Officer

Global Equity Strategist

Senior Analyst Senior Analyst

Junior Analyst Junior Analyst

Fixed Income Strategist

Senior Analyst Senior Analyst

Junior Analyst Junior Analyst

DCM Overview –Structure

Financials TMT Consumer Energy & Utilities

• Mackenzie Chisholm• Joe Derksen• Antoine Francoeur• Emilie Granger• Victoria Perlman

• Alexander Bibic• Robert Chen• Daniel Milne• Eric Van Hees

• Sabrina Frias• Noah Gillard• Alexandra Ma• Tejas Saggi

• Kyle Costanzo• Thomas Milne• Sunny Wu

Healthcare Industrials Materials Fixed Income

• David Meyers• Thomas Boucher-Charest

• Charles Feng• George Koutsos• Noah Petkau

• Jaskrit Singh• Ian Jiang

• Ariane Laurin• Victoire Gekas• Matei Popescu• Ludovic Van den Bergen

DCM Overview –A cycle of learning

Apply to HIM

Junior Year Senior Year Alumni

Learnings Networks & Mentorship

Type of candidates we are looking for

Who makes up DCM?Not your average finance nerds

12Spoken Languages

30%Female

17Academic Competitions

14Awards & Scholarships

3.89Average GPA

4Varsity Athletes

7Entrepreneurs

1DJ!

Who makes up DCM?Common qualities

1. Team player2. Intellectually curious3. Open-minded and eager to learn 4. Genuine interest in investing and financial markets5. Hardworking and dedicated with a clear understanding of the work expectations

Prior experience in financial markets is not a requirement for the program

Where do our students go?Growing Network of Alumni

HIM Students And Alumni Represent McGill At The World’s Top Institutions

Application and interview process

Application and interview process –Important dates

Complete application package• Online questionnaire

• Cover Letter (1 page, single space)

• Updated copy of CV & transcript

Next steps• Notification about interviews shortly thereafter (with Jiro, Vadim, Anisha and an alumni)

• Interview (technical and behavioural )• Technical: 7 minute stock pitch and Q&A, and other potential technical finance questions• Behavioural: Introduction, why HIM, etc.

Online application deadline: March 10, 2021

Pre-Requisites

Courses• MGCR 211 Intro to Financial Accounting

• MGCR 341 Intro to Finance

• MGCR 271 Business Statistics

Even if you have not fulfilled these requirements, you may still apply to the program. If admitted to the program, you will be required to complete these courses shortly thereafter.

Please contact Patrick Ritchie for further details.

GPA• GPA of 3.3 or higher

Information Sessions –2020-2021

Information Sessions

Tuesday, December 1, 2020 5:00 - 6:00 PM

Thursday, January 14, 2021 (Women in Finance) 8:00 - 10:00 AM

Tuesday, January 19, 2021 4:00 - 6:00 PM

Open House

Tuesday, February 2, 2021 7:25 - 8:25 AM

HIM Students/Candidates Meet & Greet

Thursday, February 18, 2021 4:00 - 6:00 PM

Thank you!

Desautels Capital �Management�Table of contentsOverview of HIM �and DCMHIM Program –�OverviewDCM Overview –�StructureDCM Overview –�StructureDCM Overview – �A cycle of learningType of candidates �we are looking forWho makes up DCM?�Not your average finance nerdsWho makes up DCM?�Common qualitiesWhere do our students go?�Growing Network of AlumniApplication and �interview processApplication and interview process –�Important datesPre-RequisitesInformation Sessions –�2020-2021Thank you!�