Spring 2017

Bank of Montreal Capital Markets

Meeting Time: Mondays at 8:30pm in DeBartolo 131

Project Leaders: Kevin Marks (kmarka4@nd.edu) and Griffin Over (gover1@nd.edu)

Bank of Montreal Capital Markets

Participants will perform the job of a Leveraged Finance professional in the Investment Banking industry. Students will conduct credit, financial, and market analyses, and evaluate three proposed LBO financing structures to support a Private Equity sponsor’s bid to take a company private. The project will culminate in a presentation at BMO Capital Market’s Chicago office. This presentation is intended for the education of Notre Dame Students and simulates the analysis that a Leveraged Finance banker would present to its Private Equity clients.

Buyside

Meeting Time: Monday at 8:00pm in DeBartolo 136

Project Leaders: Rafael Campos (rphilipp@nd.edu) and Steve Nash (steven.j.nash.32@nd.edu)

Buyside

Students will work directly with SIBC’s Founder Mr. Frank Potenziani. Students will compare and contrast economies of major countries (eg. USA, China, etc.) and will utilize creative thinking to view countries as investment opportunities. This project will be work-intensive and culminates with a trip to San Diego.

Citi

Meeting Time: Wednesdays at 5:00pm in Mendoza 162 (Mendoza 160 on Feb. 15)

Project Leaders: Patrick Hadley (patrick.c.hadley.11@nd.edu), Alex Larsh (alarsh@nd.edu) , Dan McFadden (dmcfadd1@nd.edu) , and Thea Wang (swang15@nd.edu)

Citi

This project is a markets oriented trading simulation designed by the Citi team, designed for students specifically interested in sales and trading but beneficial for anyone with future aspirations in the finance field. 

Credit Suisse

Meeting Time: Mondays at 9:30pm in DeBartolo 131

Project Leaders: Chris Flood (christopher.w.flood.30@nd.edu) and Alex Short (ashort@nd.edu)

Credit Suisse

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

Deutsche Bank

Meeting Time: Mondays at 9:00pm in DeBartolo 131

Project Leaders: Jakob Hohlweg (jakob.w.hohlweg.1@nd.edu) and John Mullen (jmullen5@nd.edu)

Deutsche Bank

An activist investor has recently taken a significant stake in a publicly traded company. Participants will act as the company’s trusted advisor and prepare strategic alternatives. Students will be responsible for developing these strategic alternatives based on company and industry research, an in-depth valuation exercise (comparable company/transaction analysis, DCF, and LBO), and M&A outlook. The project will conclude with a presentation to Deutsche Bank investment bankers.

GCM Grosvenor

Meeting Time: Mondays at 5:00pm in Mendoza 162

Project Leaders: Nick Rettino (nrettino@nd.edu) and Andrew Sommer (asommer@nd.edu)

GCM Grosvenor

Participants will engage in a  analysis of potential hedge funds across a variety of industries. This project is designed to put students in the shoes of an portfolio manager at GCM Grosvenor.  Students will ultimately choose a hedge fund to invest in and travel to Chicago to present their findings.

Goldman Sachs - Corporate Strategic Advisory

Meeting Time: Separate Meeting Rooms

Project Leaders: Sarah Graney (sarah.graney.2@nd.edu) and Ethan Donnelly (ethan.m.donnelly.51@nd.edu)

Goldman Sachs - Corporate Strategic Advisory

Intended to provide students with a birds-eye view of main investment banking product offerings. Explore different strategic options to unlock value from an undervalued company. Topics include: Leveraged Finance, Merger and Acquisition, Structured Finance and Securitization

  • Applications are required, as there are a limited number of competitive spots available.

GTCR

Meeting Time: Mondays at 7:30pm and 9:00pm in DeBartolo 136

Project Leaders: Grant Ebenger (grant.e.ebenger.1@nd.edu), Bryan Hall (bryan.c.hall.178@nd.edu), Gary Dai (gary.dai.20@nd.edu), and John Plugge (john.r.plugge.1@nd.edu)

GTCR

Participants will act as associates in a private equity fund seeking to perform a heavily debt-financed leverage buyout of a public company. Teams will first examine companies, trends, and characteristics of the industry before the target buyout company is chosen. The target company will be valued using discounted cash flow modeling, precedent transactions, and comparable company trading multiples. The final step of the project will be creating a leverage buyout model and an investment recommendation for GTCR.

Houlihan Lokey

Meeting Time: Mondays at 7:00pm in DeBartolo 136

Project Leaders: David Harvan(david.harvan.4@nd.edu) and Mark O'Meara (mark.r.o'meara.21@nd.edu)

Houlihan Lokey

Project offers an in-depth look in to the analysis related to advising distressed companies. Students will think critically and use their financial analysis in different ways to identify the most appropriate strategic alternative for the company moving forward. Students will evaluate various strategies from the perspective of all relevant stakeholders, such as managers, owners, and creditors

Morgan Stanley

Meeting Time: Separate Meeting Rooms

Project Leaders: Ben Bogart (benjamin.j.bogart.2@nd.edu) and Christian Lopez (cbrunner@nd.edu)

Morgan Stanley

Two teams of students will be selected to serve as financial advisors to the two respective merger parties. Each team presents to its respective client that broadly discusses the companies’ performance and position. Ultimately, the advantages and considerations regarding a potential merger and valuation.

Students will present to Morgan Stanley professionals. This presentation is intended for the education of Notre Dame Students and simulates the work that Morgan Stanley would do for a legitimate client.

  • Applications are required, as there are a limited number of competitive spots available.

Morningstar

Meeting Time: Mondays at 9:30pm in DeBartolo 136

Project Leaders: Janne Fuss (jfuss@nd.edu) and Mike Singleton (michael.c.singleton.34@nd.edu)

Morningstar

Morningstar is a market leader in investment research. This project takes students through valuation methods in determining buy, sell, or hold guidance on a stock and will consist of a blend of quantitative and qualitative analysis.

The project will culminate in a presentation to Morningstar in Chicago. This presentation is intended for the education of Notre Dame Students and simulates the work that Morningstar would do in creating their equity research.

PNC - Capital Structure

Meeting Time: Mondays at 7:00pm in DeBartolo 131

Project Leaders: Charles Hughes (charles.r.hughes.116@nd.edu), Yiling Zhou (yzhou11@nd.edu), Nichola Bufalino (nicholas.j.bufalino.9@nd.edu), Alexis Manos (alexis.c.manos.2@nd.edu), Samuel Cha (scha2@nd.edu), and Conor Hogan (chogan5@nd.edu)

PNC - Capital Structure

The PNC capital structure project offers a hands-on opportunity for students to understand the analysis that goes into determining a company’s capital structure. Students will consider various financing options and recommend a new capital structure to a company undergoing an M&A transaction.

Students will travel to PNC’s Chicago office to present and defend their findings to senior and executive management representatives from PNC. This presentation is intended for the education of Notre Dame students and simulates the analysis that an advisor would perform.

Robert W. Baird - M&A

Meeting Time: Mondays at 8:00pm in DeBartolo 131

Project Leaders: Emmet Coyle (ecoyle@nd.edu) and Tatiana Vdovina (tvdovina@nd.edu)

Robert W. Baird - M&A

Participants will analyze a potential merger or acquisition. The project will consist of a blend of quantitative and qualitative analysis from equity research and investment banking. Topics will range from simple company overviews to advanced modeling, group members will learn plenty, regardless of their experience level.

Students will present to Robert W. Baird in the Chicago office. This presentation is intended for the education of Notre Dame Students and simulates the advisory services that Baird would present to a client.

Weekly Workshop

Meeting Time: Mondays at 6:30pm in DeBartolo 138

Project Leaders: Finance Division Directors

Weekly Workshop

The finance division directors will lead this meeting each week to introduce students to basic tenets of financial analysis and modeling work, as will be encountered in each of their projects. Opportunities for careers across the financial services field will also be discussed. This workshop will be an important component of travel team consideration later in the semester. 

William Blair

Meeting Time: Mondays at 7:30pm in DeBartolo 131

Project Leaders: Emily Feczko (emily.m.feczko.6@nd.edu) and Bryan Lim (blim3@nd.edu)

William Blair

Participants will apply qualitative and quantitative valuation techniques to analyze a hypothetical merger between two companies. Students will be guided by bankers at William Blair in order to better understand the M&A process and associated components. Students will travel to William Blair headquarters in Chicago to present their analysis. This presentation is intended for the education of Notre Dame students and simulates the advisory services that Blair would present to a client. 

Wedbush Securities

Meeting Time: Mondays at 8:30pm in DeBartolo 136

Project Leaders: Alex Kruszewski (akrusze1@nd.edu) and Tim McDermott (timothy.j.mcdermott.58@nd.edu)

Wedbush Securities

Members will simulate a quantitative investment experience by building out a factor model used for trading and risk management. Through industry and company research, members will identify major drivers of share price performance. Members will ultimately build a factor model to identify profit opportunities 

Students will travel to Wedbush’s Chicago office to present and defend their findings. This presentation is intended for the education of Notre Dame Students and will not be used for any trading of real funds.