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Our Executive Board

Charlie Forbes

President

Evan Salentine

Vice President

Sheldon Deng

Treasurer

Griffin Haase

Pitch Logistics Co-Chair

Elena Wallenfang

Pitch Logistics Co-Chair

Umer Sohail

Member Relations Chair

 

 

Taran Katta

Marketing Chair

Travis Bradford

Career Development Co-Chair

Brennan Flaherty

Career Development Co-Chair

Chris Duffy

Recruitment Chair

Kevin Wenzel

Event Chair

Our Blog: CMCnotes

Research in a time of uncertainty Read more

Research in a time of uncertainty

I hope you are all doing ok. Obviously, there is a lot going on with the coronavirus and it may seem insensitive to talk about investing during a global pandemic, but you should understand that if you choose a career investing, you will be required to make decisions in times of great uncertainty. Having an investment process is essential to making good decisions and especially so in times like these.

Robert W. Baird Read more

Robert W. Baird

Michael Pesendorfer, recent UW graduate and former CMC member, met with the club over Zoom to discuss opportunities at Robert W. Baird. In addition to reviewing the attached slides, Michael took questions from members on his day-to-day, the role of  a sell-side analyst, and what it is like to work at Baird. Among other things, Michael noted that Baird is hiring analysts and prefers undergrads. You can watch Michael’s presentation here.

Accounting and Company Analysis Read more

Accounting and Company Analysis

The slides we used in the latest training session are attached. During the session we discussed some key accounting concepts and reviewed where to find useful financial reports in Factset. We also discussed different types of businesses and how the competitive nature of the industry in which a company operates can be revealed in the company’s financial reports.

Following the accounting discussion, we reviewed the key elements of a stock pitch: a business overview, the investment thesis, and forecasts and valuation. We also outlined the steps in the research process that allow an analyst to put together an effective pitch.

Accounting and Company Analysis Read more

Accounting and Company Analysis

As mentioned at our last meeting, we are pivoting to offer more basic training in accounting and company analysis in the next training session. On March 10th we’ll review the accounting concepts and company analysis techniques reviewed in the attached presentations and in the reading described below. If you review the material in advance of our meeting you will get much more out of the session. The more questions the better. We also created this signup sheet for those interested in participating in the Associate Analyst Pitch Day April 21st. We will discuss this at the March 10th session.

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