CMCnotes

CFA Society Madison Scholarship Notice

Deadline November 1st

Dan Pickett 0 27 Article rating: No rating

CFA Society Madison is offering three scholarships for the December 2020 or February 2021 CFA exams.  Each scholarship is for $800 to help candidates defer the cost of pursuing the CFA designation.  Applications must fulfill all CFA candidate requirements to be eligible for a scholarship.  Scholarships are not available to CFA Society Madison officers, directors, employees or their immediate families. 

  • Candidates already receiving Access or Awareness scholarships for the June 2020 or December 2020 are not eligible for the CFA Society Madison scholarship.
  • Candidates are ineligible if their current employer provides any financial assistance for participation in the CFA Program.
  • Candidates must sit for the December 2020 exam or the February 2021 exam in order to receive the scholarship payment.

If you are interested in applying - 

  • Complete the Society Scholarship Application  and return by November 1, 2020.  (Recipients will be notified by late November 2020)

Mail the application to:

            CFA Society Madison

            1702 Ashlawn Lane

            Waunakee, WI 53597

            or scan to cfa@cfamadison.org

 

Any questions can be directed to Xuezheng Wu, CFA at xwu@madisoncollege.edu.

Virtual PI Internship Information Day - Seeking Candidates

Northwestern Mutual Capital

Dan Pickett 0 34 Article rating: No rating

Hello all -

Northwestern Mutual Capital is going to hold its annual NM Public Investments Internship Information/Career Day virtually this year, on August 14. The format will be 30 minute panels with investment professionals from across our firm, starting at 8:30 or 9 (intended agenda below). As always, seeking all candidates but trying to be particularly thoughtful about identifying candidates who may not have investment management exposure within their personal networks. Candidates can email me and we will get them on the list.

Thanks and hope this finds you well!

Jason Schultz (jasonschultz@northwesternmutual.com)

 

Intended Agenda - final to be sent with RSVPs

30 Minutes – Introduction to Public Investments and Fixed Income

30 Minutes – Portfolio Management Panel

30 Minutes – Investment Research Panel

30 Minutes – Trading Panel

30 Minutes – Recruiter and Intern Q&A  

Wall Street Prep

Financial & Valuation Modeling Virtual Seminar

Dan Pickett 0 39 Article rating: No rating

Hello CMC members,

I hope you are enjoying your summer break so far. As you know, classes will resume on Wednesday, September 2nd (the Wednesday BEFORE Labor Day weekend this year).  For the past few years the Hawk Center has sponsored a financial modeling seminar prior to the start of classes. This year Wall Street Prep will hold a Financial Statement Modeling and Valuation boot camp on Thursday, Aug. 27th and Friday, Aug. 28st in Grainger.  At this point, this boot camp is planned to be offered virtually (this may change as we get closer to the date, but at this point it will be fully virtual.)

Details of what is being offered are described on the attachment. You’ll notice that for the $199 cost you receive a package of benefits at an over 75% discount vs. their current corporate training fees.  In addition to the knowledge you can gain regarding financial statement analysis and valuation, the boot camp involves an Excel shortcut primer that is incredibly useful.  WSP can also be a solid add to your resume and something you can talk about in future interviews.  NOTE – if you are admitted to AEMR or ASAP, you are already registered for the seminar.    

If you are serious about investing, finance, and accounting you should consider attending (ACCOUNTING 100 is a prerequisite for the seminar). The seminar has the potential to help make you a more efficient and professional financial analyst and will better prepare you to interview for jobs in the investments industry.   

If you are interested in attending, follow the registration link on the attachment and please send me an email letting me know. Thanks!

Greg Edwards
Co-Director - Hawk Center for Investment Analysis
Wisconsin School of Business
3547 Grainger Hall
975 University Ave | Madison, WI 53706
P: +1 608-354-4640

Corporate Credit Covenants & Documentation

Betsi Hill video presentation

Dan Pickett 0 163 Article rating: No rating

Betsi Hill, corporate bond expert and Co-Director of the Hawk Center for Investment Analysis, recently held an online tutorial on understanding bond covenants and documentation. Understanding the importance of covenants in analyzing corporate bonds will be a significant differentiator for you relative to other undergraduates not only if you pursue a career in corporate credit research, but also if you are interviewing for an equity research role. A solid understanding of the capital structure will make you a better analyst.

Thesis Statements and Valuation

Training session - April 14

Dan Pickett 0 138 Article rating: No rating

We recorded the slides for the investment thesis and valuation training session so you can watch in advance of the meeting on Tuesday. You can watch the presentation here – slides used are attached. There are additional valuation readings in the Research Readings folder on the website here.

Tuesday night we’ll start with a high-level discussion of key concepts and any questions you have. Then, two portfolio analysts will demonstrate stock pitches to give you a clear understanding of what we’re looking for at the Associate Member Pitch Day on April 21st. As a reminder, the current teams are here.

RSS
123