GZ Prep 16/10/2018

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Gloria
Gloria Zheng
Mind Map by Gloria Zheng, updated more than 1 year ago
Gloria Zheng
Created by Gloria Zheng over 5 years ago
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Resource summary

GZ Prep 16/10/2018
  1. Resume
    1. Smart Woman Securities
      1. Company intro (mission, product, strategy), use SWOT, analyse across time (stock price + financials) against competitors, investment recommendation, investment risks
        1. Interest in business - realise complexity. Copy and paste P/E knowing lower is good but not what it means
        2. Attended weekly seminar and handed in deliverable in preparation for presentation
          1. Part of research team (chose technology as theme) to put together 1-pager based on info learnt in research presentation
          2. China Charm Consultants
            1. Assemble annual report
              1. Deeper understanding of annual report + legal and financial work together
              2. Assemble company documents
                1. Research companies to prepare reports
                2. SBLA
                  1. Attend ICC training about inclusivity, meeting other student leaders and going to ICC meetings
                    1. Arrange event with career centre, come up with innovative solution to buying only drinks, get additional contact for club events
                      1. Strength: Ability to take information available and act. Hands on ability to get projects moving. Also for debate E-board push, organising meet-ups with friends, moving class projects forward
                      2. Room reservations needed to be made before deadline
                      3. Barclays Banking Case Competition
                        1. Put together strategic merger between Tesla and Magna
                          1. Interest in investment banking
                            1. Ability to impact company - it's major source of growth
                              1. Access to management (in our case bankers who gave us feedback)
                                1. Process of seeing a deal come together - develop understanding of how company functions, how this merger fits into their overall strategy, impacts of this merger on revenue/cost/goals/growth
                              2. Illuminating team work experience working with people with more finance experience which helped me learn about my strengths such as questioning and attention to detail
                                1. Teamwork
                                2. Financing acquisition through 80% convertible debt and 20% equity to avoid dilution but achieve lower financing costs
                                  1. Benefits
                                    1. Cost synergies
                                      1. Revenue synergies
                                        1. Achieve long-term strategic goals
                                      2. Debate
                                        1. Tournaments win awards with partner
                                          1. Persuasion, critical thinking, argumentation skills (explain ROB, impact calc)
                                            1. Ability to withstand pressure (talk about structure, receiving pairings and prepping for team)
                                              1. Critical thinking (explain nuances in T vs. Performance, strategic preparation, strategically choosing arguments)
                                              2. IPPF
                                                1. Going above and beyond (explain empathy + value to team)
                                                  1. NYU and Brewer partnership largest of its kind. problem with CSALS with emphasis on finding solutions
                                                  2. Presidency
                                                    1. Leadership (talk about understanding members, ensuring tasks are complete, going after people for tasks)
                                                      1. Ethical dilemma (Logan, role as friend vs. president, doing work vs. personal issues)
                                                    2. Junior Achievement Company Program
                                                      1. Conduct market research
                                                        1. Use this to connect to CWS
                                                          1. Ability to analyse data and adapt to situation
                                                        2. Romero Capital LLC
                                                          1. Industry and company due diligence through SEC filings, management presentations, IBIS report
                                                            1. Interest in companies. Looking at numbers in SEC filing then doing research to put together story behind company, how it has evolved through time, strategy and effects, impact of management decisions
                                                              1. Research - Like this process
                                                                1. S&T - Like this process but want something much more faster paced + more direct and tangible impact
                                                                  1. IB - Enjoy process but hope to have tangible impact.
                                                                2. Build financial models with supporting schedule. Perform DCF and comparable company analysis
                                                                  1. Putting together research presentation
                                                                3. Stock Pitch
                                                                  1. Boeing
                                                                    1. China Merchants Ports Holding
                                                                      1. Five Below
                                                                      2. Story
                                                                        1. Interest in FOREX
                                                                          1. Experience in Australia, Hong Kong, and New York
                                                                            1. Why Company
                                                                              1. Why Division
                                                                                1. Why Position
                                                                                  1. Academic studies in Philosophy and Finance
                                                                                    1. Develop skills - argumentation, writing
                                                                                      1. Complement finance e.g. George Soros, extract to think from high level of what you're doing e.g. tunnel vision
                                                                                        1. Want to go beyond taking easy A classes and make most out of degree
                                                                                      2. Markets
                                                                                        1. Best-Performing Sector
                                                                                          1. Worse Performing Sector
                                                                                          2. Technicals
                                                                                            1. Sales and Trading
                                                                                              1. Investment Banking
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