FMA Magazine 2021 - 2023

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FMA RESOURCES Integrated Website with digital resource portal • Finance Career Guide Executive Mentor Program • FactSet for FMA lab computers • Expanded content of FMA Summit Structured and holistic mandatory new member training program FMA Training Resources Digital Library • FMA Library Structured prioritized registration for FMA members to begin finance curriculum WEBSITE The FMA and ASIF websites are now housed under one domain, with cross-discipline resources and information on both organizations WEBSITE FEATURES INCLUDE: FMA overview Executive committee headshots and biographies Semester events Alumni network overview ASIF information and performance reports Fundraising campaign link Membership and recruiting process Member resource portal 12 FMA 2021-2023 MAGAZINE
FMA RESOURCES ASIF hosts members of Alabama’s student investment fund members for an investment pitch and networking event. Program Overview Candidates are matched with alumni mentors based on the students’ industry/ career interests. Mentors and students participate in 2 phones calls and multiple email exchanges throughout the semester. FMA students are required to send multiple feedback forms, call records and email drafts to the FMA president and advisor to ensure the proper utilization of the mentors’ time and resources. Program Timeline February • Mentor & student introductions (e-mail) • Students schedule 1st intro call and send follow-up email March • Students send update email to mentors on recruiting/academic progress April • FMA president checks in with mentors • Students schedule 2nd call (mock interview) May • Mentors submit program feedback forms • Students send additional update emails MENTOR PROGRAM FMA’s mentor program connects students with alumni professionals CAREER GUIDE Networking LinkedIn is the greatest resource you have for networking into • Provides critical career path information to students in an accelerating internship recruiting environment competitive finance positions. In addition to finding alumni and other connections to reach out to, you can look at the path other professionals have taken to their current position. Since Auburn is a non-core school for many large financial institutions – this is especially true in Investment Banking, Sales & Trading, and Private Equity – you will have to reach out and network your way into many interviews. Although this sounds daunting, follow these steps and with time (and a little luck) you could land your dream job. Networking LinkedIn is the greatest resource you have for networking into competitive finance positions. In addition to finding alumni and other connections to reach ou to, you can look a the path other professionals have taken to their current position. Since Auburn is a non-core school for many large financial institutions – this is especially true in Investment Banking, Sales & Trading, and Private Equity – you will have to reach out and network your way into many interviews. Although this sounds daunting, follow these steps and with time (and a little luck) you could land your dream job. Set up Profile LinkedIn •Make sure to use a professional picture and keep information up to date •See the FMA website for advice • Focuses on year-specific guidance related to work done in and outside the classroom Build Connections Speak with Industry Professionals Informational Interviews •Connect with anyone you meet at networking events, other students, FMA Alumni, friends of parents, etc. The more connections you have, the better. •Once you identify an area of interest (IB, S&T, etc), use the Search function to find professionals that you can contact to hear abou their experience •Reach out (cold emails) and ask to speak abou their experience in finance •This is a great way to learn about what you are pursuing •Many phone calls will result in informational interviews which lead to real interviews • Covers an encompassing range of topics including diversity programs, the business school application process / the GMAT, and the different organizations on campus available for finance-oriented students • Opportunity for Auburn FMA to give back to the university in a reusable, public, and targeted form of communication The “Cold Email” Process Cold emailing simply refers to sending an email to someone without actually knowing them. Here are the steps (for this example we use IB): 1. Identify firms you are interested in (Google “Top Investment Banks New York City” for help”) 2. On LinkedIn, search “[Goldman Sachs] Analyst” and filter to New York. Also filter according to the tips on this page to improve your chances of getting a response. 3. Once you have the name of someone, you will have to guess their email. The best way to do this is to Google [Goldman Sachs] email format. 4. Email [firstname.lastname@gs.com] according to the cold email template below. (Also check Mergers and Inquisitions for more templates – this is just an example) Hello [John], “Cold Email” Example Finding Connections Often times, you will have the best luck reaching ou to someone who has some form of personal connection to your story. Here are some ways you can filter your LinkedIn search to narrow it down: Auburn (or SEC schools in general) Current City Previous Employer ‣ Major (especially if you are engineering or a non-traditional major) Hometown / High School ‣ Specific Industry focus (Ex. Industrials) Similar Interests (Ex. Triathlons) ‣ Similar Ethnic Background My name is ___ and I am a junior studying ___ at Auburn University. I found you via LinkedIn and given [some sort of connection], I wanted to reach out. After ___ internship, I am confident that I want to pursue Investment Banking, and I would enjoy hearing about your experience if you are willing to share. I understand if you have too much going on, and would appreciat even a short phone call. Best Regards, Your Name example) Background 9 FMA 2021-2023 MAGAZINE 13
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Page 3 and 4: FINANCIAL MANAGEMENT ASSOCIATION
Page 5 and 6: MESSAGE FROM THE DIRECTOR FROM THE
Page 7 and 8: MESSAGE FROM THE CO-PRESIDENTS CO-P
Page 9 and 10: We are involved ambassadors that co
Page 11: Corporate Headquarter Visits Bank o
Page 15 and 16: FMA RESOURCES OVERVIEW Since its in
Page 17 and 18: Work Hard... FMA 2021-2023 MAGAZINE
Page 21 and 22: A LOOK AT OUR STUDENTS Rachel Turle
Page 23 and 24: One of the most rewarding aspects o
Page 25 and 26: A LOOK AT OUR STUDENTS A Birmingham
Page 27 and 28: A LOOK AT OUR STUDENTS FMA SAYS “
Page 29 and 30: FINANCIAL LAB After years of planni
Page 31 and 32: EXPANDED PROGRAMMING magazine’s p
Page 33 and 34: EXPANDED PROGRAMMING FMA 2021-2023
Page 35 and 36: In 2022, we hosted Stephen Davis, f
Page 37 and 38: Leadership Program PARTICIPATIONS F
Page 39 and 40: Leadership Program Highlight and pe
Page 41 and 42: FMA students represented FMA in eig
Page 43 and 44: CASE COMPETITIONS NICK While we are
Page 45 and 46: presentation, an absolutely great v
Page 47 and 48: INTEGRATED EARNINGS For the sixth y
Page 49 and 50: HARBERT’S SPRING GRADUATION MARSH
Page 51 and 52: AWARDS & SCHOLARSHIPS WESLEY LOWMAN
Page 53 and 54: RECOGNIZED FACULTY LEE COLQUITT REC
Page 55 and 56: ALUMNI RECOGNITION This year Yellow
Page 57 and 58: Through collaboration, support, and
Page 61 and 62: 2022 FULL TIME PLACEMENTS AYCO - At
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MASTERS OF THE FUTURE JOHN TAPP COL
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Our Investment Team Meet the dedica
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Letter from the 2023-2024 CIO, Wesl
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2021 Performance Quarterly Portfoli
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2021 Investment Rationale 2021 mark
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ings reds Portfolio holdings As of
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Performance Analytics ASIF vs. S&P
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2022 Investment Rationale We also s
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model and Fund until position exit
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ALUMNI UPDATES Abigail Coleman ’2
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Drake Pooley ’16 graduated with a
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Joe Patching was promoted to risk a
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FROM CONCEPT TO CREATION We want to
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