MS Finance Career Day in NYC

FRIDAY, September 21, 2018 Room W400 185 West Broadway

AGENDA

8:00-8:45am Continental Breakfast at New York Law School Room W300 - 185 W. Broadway at
Leonard, NY 10013. (Cross Streets between Leonard and Green. A, C train to
Chambers Street or 1 train to Franklin Street is the closest subway stop)
See more route information at:
http://www.tripplanner.mta.info/mytrip/ui_web/customplanner/TripPlanner.aspx

8:45-9:00am Welcome and Brief Overview of Day

 Ashish Kohli Director, Career Management – Finance and Accounting
 Helen Wang Assistant Director, Career Management – MS Finance

9:00-10:00am Valuation Roles

 Chris Franzek ‘90UR - Managing Director – Duff & Phelps

10:00-10:10am Networking Break

10:10-11:10am Risk Management and Internal Audit

 Yoon Chong ‘05S (MBA) – Principal – PwC

11:10-11:20am Networking Break

11:20-12.15pm Structured Products and Sales

 Asif Khan ‘01S (MBA) – Managing Director – Structured Products Group,
Mitsubishi UFJ Financial Group

12:15-12:45pm Lunch

12:45-2:00pm Equity Research Competition with Simon MSF Presentations and Judges
Each Team to Present to Panel for 5 minutes and Q&A for 5 minutes during lunch

 Param Singh ‘09 (UR) – Vice President Equity Research IT Hardware and
Storage – Bank of America Merrill Lynch
 Michael McGinn ‘10S (MSF) ‘12S (MBA) – Associate Analyst Equity Research
(Industrials) – Wells Fargo
 James Jang – ‘12S (MBA) – Senior Equity Research Analyst – Maxim Group
 Will Clayton – ‘10 (BSc Business) – Equity Research Analyst
 Ashish Kohli Director, Career Management – Finance and Accounting
2:00-3:00pm How to Write an Initiating Equity Research Report Panel Discussion
 Paramveer Singh – Vice President Equity Research IT Hardware and Storage
– Bank of America Merrill Lynch
 Michael McGinn ‘10S (MSF) ‘12S (MBA) – Vice President Equity Research
Industrials – Wells Fargo
 James Jang – ‘12S (MBA) – Senior Equity Research Analyst – Maxim Group
 Will Clayton – ‘10 (BSc Business) – Equity Research Analyst

3:00-3:15pm Networking Break

3:15-4:15pm Private Wealth Management

 Kelsey Merritt ’13UR, ‘15S (MBA) - Private Wealth Manager -
Merrill Lynch/Bank of America

4:15-4:30pm Networking

4:30-5:30pm Advice from MSF Graduates

 Tulkin Niyazov ‘13S (MSF) – Senior Equity Research Analyst – Citi
 Anh Nguyen ‘14S (MSF) – Investment Banking – Jefferies
 Khakan Haider ‘15S (MSF) – Associate Analyst – Moody’s Investor Services
 Skanda Sandeep ‘18S (MSF) – Corporate and Investment Banking Global
Power and Utility – Citi

5:30-5:45pm Networking and Closing Comments

5:45pm Leave for Cocktails

6:15-8:15pm Alumni Reception at China Blue (Location is 135 Watts Street, New York, NY 10013
 Yihui Yu ‘16S (MSF) - Commodities and Structured Trade Finance Analyst -
MUFG
 Tina Liu ‘17S(MSBA) - Senior Consultant | Advisory Services – Performance
Improvement - Ernst & Young
 Irfan Ahmad – Vice President - Citigroup
 Yuvraj Chauhan – Associate - Goldman Sachs
 Sam Wang ‘15S (MSF) – Associate – Corporate and Investment Banking – JP
Morgan Chase
 Roshiana Bell ‘16S (MBA) – Finance Associate – Corporate and Investment
Bank – JP Morgan Chase
 Yue Gao ‘15(MSF) – Assistant Vice President – Valuation & Risk Control, BNP
Paribas
 Charles Wong – Senior Consultant – Princton Consultants Inc.
  Yang Yu ‘14S (MSF) – Senior Consultant – Deloitte
 Ran Gao ‘13S (MSF) – Project Manager – Skylong
 Jiaoren Wang ‘16S (MSF) – Associate Analyst – Moody’s Investors Service
 Menglin Shen ‘17S (MSF) – Financial Analyst – Easyrent Corporation
 Xiaorui Elva Su ‘16S’ (MSBA) – Wholesale Credit Associate – JP Morgan

NYC CMC STAFF CELL PHONE FOR EMERGENCY:

 Ashish Kohli: 646-249-4546
 Helen Wang: 631-428-4120
Faculty and Staff in attendance:
 Carol Shuherk – Clinical Assistant Professor
 Tom Estad – Clinical Assistant Professor
 Tom Patterson – Senior Lecturer
 Ashish Kohli – CMC – Director, Finance & Accounting
 Peter Handley – CMC – Director of Corporate Engagement
 Helen Wang – CMC – Assistant Director, Corporate Relations MS Finance