Finance

Director: Zach Hargis
E-mail: zhargis@gmail.com

Director: John Reising
E-mail: jreisin2@nd.edu

Mission

To provide participants ample opportunities to apply financial valuation models in first hand, real world applications. Through project participation and dialogues with industry experts, members expand their financial lexicon, foster meaningful contacts, and develop essential business skills and professional etiquette from which to build a career.

For a calendar of Finance events, please click here.

Goldman Sachs - Corporate Strategic Advisory

Goldman Sachs Logo

Meeting Time: TBA Mendoza, Mondays TBA

Project Leader: Tyler Bliha, tbliha@nd.edu

Project Description: The Corporate Strategic Advisory Project is sponsored by Goldman Sachs and is intended to provide students with a birds-eye view of main investment banking product offerings. Participants will utilize the knowledge they have learned over diligent research and educational conference calls, then explore different strategic options to unlock value from an undervalued company. Strategic alternatives include leveraged finance, merger and acquisition, and structured finance and securitization. The project will culminate will a trip to New York to present to Goldman Sachs professionals explaining the teams findings and recommended path. Applications are required, as there are a limited number of competitive spots available.

Credit Suisse - IPO

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Meeting Time: 5:30 PM, Mondays, Room: TBA

Project Leaders: Alessandro DiSanto & Hank DeTrempe

hdetremp@nd.edu, adisanto@nd.edu

Project Description: Participants will act as investment banking analysts seeking to take a company public. Participants will construct a pitchbook describing investment highlights, risk factors, and valuation. Valuation will include discounted cash flow and multiples analysis. Students will travel to Chicago offices of Credit Suisse and present their findings.

Morningstar - Equity Analysis

Morningstar Logo Meeting Time: 8:30 PM Mondays, Room: TBA

Project Leaders: Mike Noelke, mnoelke@nd.edu

Project Description: Partnering with Morningstar, a market leader in investment research, this project takes students through valuation methods in determining buy, sell, or hold guidance on a stock. The project will culminate in a presentation to Morningstar in their Chicago office.

Houlihan Lokey Howard and Zukin - Restructuring

Houlihan Logo

Meeting Time: 9:00 PM Mondays, Room: TBA

Project Leaders: Jeremy Dancu & Albert He, jdancu1@nd.edu ahe@nd.edu

Project Description: The Restructuring project is an in-depth case study and analysis sponsored by Houlihan Lokey Howard and Zukin. The project will look at ways to appease all stakeholders in a failing company, and continue the operations of the firm at the same time. HLHZ has spun this project off from a case study they constructed for MBA students. The finale of the project will be a presentation to HLHZ at their Chicago office. Participants will lunch with and network with HLHZ employees after the presentation.

Robert W. Baird - M&A

Baird Logo

Meeting Time: 7:30 PM Mondays, Room: TBA

Project Leaders: Andrew Kimball & Kevin Phan

akimbal1@nd.edu kphan@nd.edu

Project Description: The Merger and Acquisition project, sponsored by Robert W. Baird, entails looking at a potential acquisition through the lens of the acquirer. This case study will include a blend of quantitative and qualitative analysis including the completion of an Accretion and Dilution model to look at the effects of the transaction on the acquirer. This project will culminate in a trip to present our findings to an experienced group within Robert W. Baird's Chicago office. R.W. Baird has a strong contention of Notre Dame alumni. Networking/lunch session is held in the offices after the presentation.

GTCR - LBO

GTCR Logo

Meeting Time: 6:00 & 7:00 Mondays, Room: TBA

Project Leaders: Nick Cooper & Alex Vanderline. Jackie Rose & Kenny Kluckman

ncooper2@nd.edu avanderl@nd.edu jrose8@nd.edu kkluckma@nd.edu

Project Description: Participants will act as analysts in a private equity fund seeking to perform a heavily debt-financed buyout of a private company. Teams will first examine companies, trends, and characteristics in the home health industry, and choose a target buyout company. The target company will be valued using discounted cash flow modeling, precedent transactions, and comparable company trading multiples. The semester will conclude with a presentation at GTCR's Chicago office. There will be two separate teams fielded.

Portfolio Management Project

Meeting Time: 214 Debart, Mondays 6:30pm

Project Leaders: Derek Kim, bkim4@nd.edu

Project Description: Students will act as analysts for a fictional portfolio with an aggregate value of $1.4 million. Student can pursue any investment strategy and can research any equity investment opportunity which they think will outperform the S&P 500. If the aggregate performance of the portfolio consistently exceeds the performance of its benchmark, Frank Potenziani has expressed an interest in endowing this project with real funds. Applications are required but all class levels will be represented.

Buyside Project

Meeting Time: 8:00 PM Mondays, Room: TBA

Project Leaders: Elaine Yu, iyu@nd.edu

Project Description: This project has previously dealt with the valuation of three stocks in an industry and issuing a buy/sell/hold rating. The last two projects have dealt with a specific prompt. This semester, participants are asked to consider the countries Australia and the United States as a stock. After performing an in-depth economic and situational analysis on each, students will then decide to issue a long-term or short-term 'hold' on the country. The project culiminates in a presentation in San Diego with the University of San Diego and Benedictine University.

PNC- Credit & Capital Structure

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Meeting Time: 9:30 PM Mondays, Room: TBA

Project Leader: Yegor Elkin, yelkin@nd.edu

Project Description: With a focus on distributing debt, PNC tailors a specific project prompt for SIBC geared towards analyzing all parts of an M&A transaction. Project members will analyze the market, perform specific target and acquirer company analysis and model cash flows and extending credit to finance the transaction. This semester, the project will focus on ConocoPhillips [NYSE: COP] and a possible $2 billion oil refinery acquisition from BP.

Student International Business Council

Peace Through Commerce