kick-off meeting - amazon s3 · 2016-09-18 · diana levine cmc pe advisor greta larson pep assoc....

Columbia Business SchoolPrivate Equity Club

Kick-Off Meeting September 15, 2016



Private Equity Club Overview

The Club

Historically the largest student-run club at CBS >550 members

~35 Officers

Largest student-run conference

The Mission

The Resources

Leverage student experience and initiative to Prepare, Position and

Place

Introduce the uninitiated

Educate the curious

Support and enable the qualified

Foster appreciation for CBS in the PE+VC community

Expand PE programming and community standing by leveraging:

Club member relationships

The Private Equity Program

Dean Hubbard, CMC and various EIRs

Distinguished alumnae


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Other Resources: CMC and Private Equity Program

Career Management Center Private Equity Program

Diana Levine

CMC PE Advisor

Greta Larson

PEP Assoc. Dir.Prof. Margaret Cannella

PEP Admin. Dir.

Key Roles Key Roles

On-campus recruiting & enterprise search

advising

Resume help and interview prep

Career Fellows

Career Coaches

Deal Camp

Private Equity Fellows (for 2nd years)

Alumni engagement


Other Resources: Coaches, Fellows & EIR

Columbia Coaches:

• Professor R.A. Farrokhnia ’04 ; Nicholas Kalogeropoulos ’93’ Jaitin Gupta EMBA ‘07

Career Fellows:

• Juan Carillo ’17; Adam Walder ’17

Executive in Residence: (Schedule Appointments via Julie Adams)

• Gary Appel ‘77


CBS Private Equity : AlumniAlumnus Firm Title

Jeff Barber Managing Director

Stacey Bishop General Partner

Russ Carson General Partner and Co-Founder

David DeLeeuw Co-Founder and Chairman

Mark Dzialga Chairman of Investment Committee

Paul Ferri Founder and General Partner

Mark Gallogy Managing Principal and Founder

Habib Kairouz Managing Director

Henry Kravis Founding Partner

Alan Patricof Founder

Lionel Pincus Founder

Paul Queally Co-President

Joe Rice Co-Founder and Chairman

Brian Rich Co-Founder and Managing Partner


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Prepare

Position

Place

Breadth of Students Participating

Ded

icati

on

of

Stu

den

t

Helping our best students land

at the best firms

Exposing our members to

industry players and decision

makers and vice-versa

Amplifying the curriculum with

educational panels and real-

world insights

Goal: Improve visibility and recruitment yields in the Private Equity industry

Our Mission: The 3 P’s


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Private Equity

Immersive

Workshops

Educational

Programming

Competitions

Intensive workshops covering the skills/insights required in

Private Equity, concluding with an immersive one day case

where students work on an actual investment

Panels and workshops focusing on developing critical skills

for a career in Private Equity and beyond (i.e. Credit

Agreement and Purchase Agreement negotiation, LOI

drafting, financial modeling, deal sourcing, due diligence)

Four dedicated PE Competitions

Prepare – Understand the Industry


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Panels & Speakers

Fund Visits and

Treks

Conference

Hosting industry leaders ranging from impact investing to

large-cap LBOs

Visits to top funds in NYC as well as week long ‘treks’ to

London and Latin America

Bringing >800 PE+VC professionals community together to

learn and network

Position – Gain Exposure to the Industry


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Resume Book &

Headshots

Young Alumni

Board

A resource for firms looking for qualified and vetted interns

and associates

A collective group of recent graduates in the industry,

dedicated to facilitating the success of the club and its

members

Place – Get Experience with Top Funds

Internship SourcingActive outreach by our connected club members for school

year and summer internship opportunities


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Last year Private Equity hosted 40+ events, bringing

together leading investment professionals and students

Speakers

Education

& Training

20%

34%17%

Site Visits

19%

Competitions

10%

Other

Event Type2015-2016 Academic Year; % of Total

Featuring top industry

practitioners and alumni

Selected Events2015-2016 Academic Year

Search Fund Panel

PE Trek (London)

Young Alumni Panel

LBO Competition

PE Interview Prep with Alumni

Networking Night

Annual Conference


PEVC Upcoming Events and ProgrammingEvent Date/Time

PEVC Bootcamp 1 Sept 10th

PEVC Bootcamp 2 Sept 17th

Impact Investing w/ Bain Capital Sept 21st

Crafting an Investment Thesis Mid October

PE Monthly Mixer Mid October

Interview Training Session Late October

Restructuring Competition Mid/Late October

Understanding Auction Processes Early November

London Trek Thanksgiving

Private Equity Program Deal Camp December

Asia PE Trek TBD

LatAm PE Trek TBD

LBO Competition Early February

22nd Annual PEVC Conference March 3rd, All Day

Restructuring Deal Camp Spring 2015

J-term PE crash course Spring 201511


PE Key Initiatives

Professional

Development &

Education

Alumni/industry professional panels

PE Bootcamps / J-term PE crash course

Modeling and interview prep sessions

TTS and WSP workshop sessions (LBO, Restructuring, M&A)

Career Development

Recruiting (in-bound opportunities and PE Resume Book)

Fund Visits in NY

Host on-campus and off-campus events for our club members

Increased emphasis on off-campus events this year

International Asia, LatAm & London treks

International oriented events

Conference Largest student-run conference at CBS (800+ attendees)

Operations /

CommunicationsInteracts with all board activities

Competitions LBO (Wharton, NYU, Rotterdam, CBS internal)

Restructuring

Social Alumni cocktail reception (one per semester)

Monthly social events (informal)

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PE Program Deal Camp – December 2nd – 4th

Inter-active presentations and case studies from a variety

of industry professionals

An intimate and high-intensity learning environment

away from everyday distractions

Nightly sit-down dinners with speakers and attendees

Information session to be held in the fall

Every winter the Private Equity Program offers an intensive weekend

of presentations and networking for students and alumni

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Annual CBS PEVC Conference

Conference TeamKeynote Speakers

Selected Media Coverage

David

Rubenstein

Last year’s 22nd annual conference brought 1,000 professionals, alumni, and students to The Marriot

Marquis Times Square for a day of candid discussion on the state of the industry

Work has already begun on the 23rd Annual Conference, set for March 3, 2017 14

Anton Levy Molly Ashby

Wayne

Berman


London PE-Trek

The PEclub will be hosting our annual PE-Trek to London over Thanksgiving

Highlights from last year:

― Visited Apollo, Bain Capital, Advent, Cerberus and KKR among other funds

― Session with leading London PE recruiting firm PER

― Several of the funds visited encouraged trek attendants to submit applications for full-time positions

The Trek has a limited amount of spots (10), attendance will be application based

― Commitment to attend all Trek events

― You arrange your own flight and accommodation

More information to follow in October – stay tuned!

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International Development – LatAm & Asia

Responsible for organizing the

PE-trek to Latin America or Asia

Treks to Brazil/Chile and Asia in

previous years

We are seeking AVPs:

― Support from PEVC’s

International Committee

CHINA TREK

Co-ordinated Alongside

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• Capital IQ: Contact [email protected] and [email protected] (Ignacio Sanchez) for username and password. For active, on-campus students only.

• New York Times DealBook Andrew Ross Sorkin edits this must-read PE and all things finance site.

• Preqin: Current reports, trends, fund lists. (Watson Databases) Download select reports in the Career Management Library.

• PEHUB: Interactive forum for the global private equity community

• PitchBook: Sign up for essential FREE daily newsletter.

• Zephyr: Global current deals, also key for banking and finance, updated hourly. (Watson Databases)

Select Private Equity Digital Resources

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mailto:[email protected]

mailto:[email protected]

http://www.nytimes.com/pages/business/dealbook/index.html

https://www-preqin-com.ezproxy.cul.columbia.edu/listResearch.aspx

https://www.pehub.com/

http://pitchbook.com/

https://zephyr.bvdinfo.com/version-2014917/ZephyrNeo.HomePage.serv?_CID=1&context=3N0IAG7FZBO1I5P


Media,

CommunicationsCompetitions

Speakers

Meet the Executive Board

Careers

[ ]

Social

Alex SidemanLorenzo Prada

Arpon Ray Daniel Rudyak

?

Charles Pippen Ron Ahuja Fitz Robertson

Co-Presidents

Clayton SachsBrett Lacher

Education

Arti Batta Dan Yu

Careers

Erin Kelly Leonardo Farah John Burns18


Conference VPs

Meet the Executive Board

Structured Debt

Aleksandra Krueggeler

David Steinhardt Kevin Collins Tulio Purtill

Conference Co-Chairs

Rob ZizzaJessica Lucchese

Mentorship

James CheungKen Clark

Speakers Speakers Operations Sponsorship

Femie Sonuga Alex Romoff Alan Schlanker

International

Felipe Pereira Venika Kapur Mehmet Tuncer

Club Liaison

Andrew Carr19


AVP Positions

Available VP Positions: Media & Communications

Available AVP positions for first year students:

― Conference (4 Speakers, 2 Sponsorship, 2 Marketing & 2

Operation)

― Competitions (2)

― Education (2)

― Mentorship (1)

― Club Liaison (1)

― Speakers (2)

Process:

― Position descriptions to be emailed out Monday 9/19

― Applications due by Friday 9/23 EOD (5pm ET)

― Interviews to follow

― Careers (2)

― International (4)

― Social (1)

― PE Operations (2)

― Structured Debt (1)

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Q & A?

Sign-up for PEVC Membership online at

https://www6.gsb.columbia.edu/clubform/

For club questions, contact co-presidents

― Bret Lacher ([email protected])

― Clayton Sachs ([email protected])

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https://www6.gsb.columbia.edu/clubform/


Happy Hour…

Amity Hall (Amsterdam & 109th) starting at 7:00 pm

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kick-off meeting - amazon s3 · 2016-09-18 · diana levine cmc pe advisor greta larson pep assoc....

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