Bates Finance Roadshow

Bates College Lewiston, Maine

2nd Annual Boston Finance Roadshow

February 19th and 20th, 2009


Program Overview

• The goal of the Bates Boston Finance Roadshow is to provide current students with the opportunity to meet and network with Bates alumni in various finance professions and explore potential career opportunities in finance

• The Finance Roadshow will be held during the Thursday and Friday of February break – February 19th and 20th, 2009

• 10-12 Bates students from the sophomore and junior classes who have an interest in careers in finance will be selected via an application process to participate in the Finance Roadshow

• The Finance Roadshow will consist of six meetings over a two-day period at select offices of Bates alumni in the Boston area

– Morning, mid-day and mid-afternoon meetings on each day– Hosted by Bates alumni in the finance profession– Meetings will include career presentations, company tours, case studies and other

educational programs orchestrated by Bates alumni hosts

• A networking event for students and Bates alumni will be organized for the evening of the 19th

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The Office of Career Services, along with select Bates alumni in the Boston area, have organized the second annual Boston Bates Finance Roadshow – an opportunity to introduce Bates students to a sample of the multitude of career choices in finance.


Participating Companies and Alumni Hosts

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Capital Markets/Investment Banking

Investment Management/Debt Capital Markets

Investment Management

Private Equity

Investment Banking/Mergers and Acquisitions

Operational Finance


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Preliminary Schedule (tentative)

Thursday, February 19th

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Friday, February 20th

Networking Reception

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Roadshow Logistics

• The Roadshow will be lead by the Susan Moore, Assistant Director , Bates OCS and select Bates alumni contacts who are helping organize the event

• Transportation to and from Bates and to and from all meetings will be provided by Bates via buses or vans

• Meeting attire will be business casual

• The Roadshow will also feature a networking reception in the Boston area during the evening of February 19th

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The OCS will facilitate all of the logistics surrounding the Roadshow in order to make it as easy and efficient as possible for the alumni hosts and the students.


Selection Criteria & Application Process

• Must be either a sophomore or a junior with an interest in a career in finance

• Must have a formal resume that has been reviewed by the OCS– Resumes of selected students will be circulated to the Alumni hosts prior to the

event

• Answer the following 5 questions:– Why do you wish to participate in this program and what do you hope to learn?

– What are the particular people, experiences, or aspects of the finance area to which you would like to be exposed?

– List and briefly describe any campus activities, summer/school year jobs, and other internships you have had which may or may not relate to this opportunity.

– What else should we know about you that will help us select you for this program?

– Have you participated in other OCS programs? What were they?

• Application process and timing– Applications due to the OCS on Sunday, January 31st

– Selections will be made and students will be notified during the week of February 1 st

– Information packages on companies and meetings will be provided to students by the week of February 9th

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The goal of the program is to provide career enhancement opportunities to the Bates students that are most interested in a career in finance.


Why Participate in the Program?

• Opportunity to meet and network with finance-oriented Bates alumni in the Boston area

– Could lead to intern and or full-time employment opportunities – no guarantees

• Ability to ask questions and learn about the various roles and responsibilities of select professions within the finance industry

– Investment Banking

– Venture Capital

– Investment Management

– Investment Research

– Corporate Finance

– Operational Finance

– Sales and Trading

– Private Client Services

• Opportunity to generate another “resume builder” and get a jump start on your internship/full-time job search

• Make history at Bates by being a member of the second annual Roadshow team and have a lot of fun!!

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The Finance Roadshow will provide students with an incredible opportunity to learn first hand about the finance industry as well as meet and network with Bates alumni in the Boston area in a very informal and comfortable setting.

Susan Moore, Assistant DirectorBates CollegeE-mail: [email protected]: (207) 786-6232


Office of Career Service Contacts:

Brad Adams ‘92, Managing DirectorTM Capital Corp.100 Lowder Brook Drive, Suite 1400Westwood, MA 02090E-mail: [email protected]

Bates Alumni Contacts:Dan Vannoni ’05, Co-FounderCodfish Gear121 Loring RoadWinthrop, MA 02152E-mail: [email protected]

Michael Charland ‘93, Executive Vice PresidentWilkins Investment Counsel, Inc.160 Federal Street, 17th FloorBoston, MA 02110E-mail: [email protected]

Economy & Finance

Bates Finance Roadshow