Columbia Business School Private Equity Fellows Program Class of - - PowerPoint PPT Presentation

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Columbia Business School Private Equity Fellows Program Class of - - PowerPoint PPT Presentation

Jan 11, 2023 965 likes •1.18k views

The image part with relationship ID rId2 was not found in the file. Columbia Business School Private Equity Fellows Program Class of 2018 Information Session Greta Larson, Associate Director, Private Equity Program Elizabeth Gao `17 Fellows

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The image part with relationship ID rId2 was not found in the file.

Greta Larson, Associate Director, Private Equity Program

Elizabeth Gao `17 – Fellows Program Participant (Apr. 12) Venika Kapur `17 – Fellows Program Participant (Mar. 22) Brett Lacher `17 – Fellows Program Participant (Mar. 22) Fulya Tuncer `17 – Fellows Program Participant (Apr. 4)

Columbia Business School Private Equity Fellows Program Class of 2018 Information Session

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The Private Equity Program serves as the Business School’s primary point of contact with the private equity industry, unifying students, alumni, and the business community into a single network. Industry relationships developed and deepened by the Program enable the Business School and Columbia University to collaborate on private equity related initiatives.

Private Equity Program 1.0 (2007-2009) Private Equity program founded with support of the Dean’s Office Greta Larson joins Program as Assistant Director Advisory Board is formed Database of “Friends of the Private Equity Program” is created with 1,000 names Program assists PEVC Club with 15th Annual Student Conference Private Equity Program 2.0 (2010-2012) Alumni outreach through Private Equity

  • fferings at Columbia in partnership

with corporate sponsors Donna M. Hitscherich joins as Director Launch of alumni series with Alston & Bird EY joins as exclusive accounting firm sponsor of the Inaugural Deal Camp KKR begins sponsorship of Deal Camp Inaugural newsletter reaches 3,000 alumni and friends of the Program Private Equity Program 2.5 (2013-2014) Fellows Program and development of research and publications with Columbia faculty and CaseWorks SAP Americas makes landmark gift to Program Margaret Cannella joins to establish the Fellows Program CaseWorks publications and WSJ and Financial Times features Newsletter reaches 4,000 friends of the Program

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The Fellows Program is part of the overall work of the PE Program which has been working on alumni engagement since its founding in 2007

Private Equity Program Selected Key Dates Since Founding

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Private Equity Fellows Program Select Job Placements

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Fall 2016 Schedule

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Spring 2017 Schedule

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Private Equity Fellows Program 2016 Video

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http://www8.gsb.columbia.edu/video/videos/private-equity-fellows-program

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What is the PE Fellows Program?

  • Join the Fellows network that

includes previous Fellows and Mentors

  • Fellows Program helps

facilitate peer support in a difficult industry to join

  • Program resume book

sent to PE recruiters

  • Job opportunities are shared

with fellows from former participants and mentors

  • Sessions include deal

discussions with top firms such as Carlyle, TPG, General Atlantic, and panels at strategic points of the second year that help facilitate job searches

  • Session discussions

moderated by seasoned alumni professionals

  • 107 Alumni Mentors which are

assigned based upon interest and personality

  • Program staff available for

consulting and advice Mentorship Weekly Sessions/ Case Studies

Networking/ Community

Job

Search

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Why the Private Equity Fellows Program?

  • 1. Build a Life-Long Network, Make Connections
  • Develop job search strategy with alumni mentors
  • Socialize with fellow students and recent grads

with common career goals

  • Learn from and network with industry leaders at

Fellows Program and Private Equity Program events

  • Become part of the Fellows Program alumni

network upon graduation

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Why the Private Equity Fellows Program?

  • 2. Practical and Hands-on Industry expertise
  • Actively participate in case studies led by

seasoned industry professionals

  • Interact with recent alumni as they describe the

deals they have worked on and their roles within deal teams

  • Engage in case writing/technical notes -

depending on willingness and availability/ need for skill-building

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Why the Private Equity Fellows Program?

  • 3. Prepare a Successful Job Search
  • Enrich your contact list
  • Benefit from fellows-specific recruitment
  • Get your resume interview-ready
  • Engage in practice interviews/ technical training
  • Close your job search successfully
  • The PE Search process is an “Enterprise” process,

and the Fellows Program is designed to make a lonely endeavor less lonely!

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Who is right for the Program?

  • 1. Selection Criteria
  • “2+2” experience and other valuable deal

experience

  • Grades, core courses
  • Recommendations, two faculty members
  • Examination, LBO modeling
  • Interviews
  • Essay/ cover letter (see application for details on

topic)

  • Demonstrated evidence of interest, enthusiasm

and dedication to the industry

  • Only 25-30 will be admitted

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APPLY HERE: https://columbia.az1.qualtrics.com/SE/?SID=SV_86XY8eSdg3vJDOl

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What are we looking for?

  • High employment potential
  • Self Motivated
  • Thinks “outside the box”
  • Willing to help other students in the Program
  • Shows commitment and passion for the industry
  • Gives back to the Program in time, energy and

expertise

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2018 PE Fellows Program Application Process Key Dates

March 22, April 4, April 12, 2017 – Fellows Program Overview Sessions Stage 1:

  • April 28 - Resume in PDF format, Essay; responses to essay questions, and

form submission due

  • May 1 – Each candidate must have two faculty recommenders, those

recommendations are submitted via a survey link: https://columbia.az1.qualtrics.com/SE/?SID=SV_3PplZvrwEK4LYyN Stage 2:

  • May 4 - Announcement of those selected to move on to LBO models test;
  • May 5-10 – LBO Model test will be administered on campus; times to be

arranged and announced with notifications. Stage 3:

  • May 12 - Announcement of those to move on to last stage of candidate
  • interviews. Interview times will be arranged in person and/or and via Skype

where necessary.

  • June 2 – Announcements of Fellows will be announced. Mentors will be

assigned and and orientation webinar will be held in mid-June.

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2018 PE Fellows Program Application Deadlines and Deliverables

Date due Deliverable April 28 Application form Submit online via link: https://columbia.az1.qualtrics.com/SE/?SID =SV_86XY8eSdg3vJDOl April 28 Resume in PDF format Send PDF to PEP@gsb.columbia.edu April 28 Responses to essay questions Send to PEP@gsb.columbia.edu May 1 Two faculty recommendations Professors must submit via link: https://columbia.az1.qualtrics.com/SE/ ?SID=SV_3PplZvrwEK4LYyN It is your responsibility to share the link provided on the application form with your professors May 5-10 LBO model test administered Model test will be offered at a few times that will be announced. The test will be offered

  • n campus.

May 12 - Finalists to be announced; May 12-26 - Interviews to be held with finalists

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LBO MODEL GRADING RUBRIC

LBO Filled Out Sensitivity Tables Credit Statistics Transaction Overview Sources & Uses of Cash Financial Statements Debt Paydown Schedule Max Level Interest Calculations Interest Floor Bullet Repayment Balanced Balance Sheet Goodwill Cash & ST Inv. Equity Section

Basics Debt Analysis Adjustments

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Agreement upon acceptance to Fellows Program

Each semester of the Fellows Program, expectations will be provided in a contract and each student will be asked to review and sign.

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Columbia Business School Private Equity Program Mentors

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Tracy Bahl `04 CVS Caremark Scott Bartnick `15 ClearSky Power & Technology Fund Luca Bassi `00 Bain Capital, Inc. Jonathan Bean `94 Hampden Insurance Partners Anja Bickelmaier `11 Quadriga Capital David Blechman `00 New State Capital Partners David Bovenizer `94 Lionheart Industrial Group LLC Peter Burns `92 Commonfund Capital, Inc. Patrick Carey `11 Jacobs Asset Management, LLC Kevin Chan `97 SEAVI Advent Private Equity Jason Chatterjee `11 Sycamore Partners Michael Cody `76 Raytheon Aditya Dabas `15 Grey Mountain Partners David De Leeuw `69 Lion Chemical Capital Marc de Saint Phalle `94 Formerly Bessemer Trust Filippo de Vecchi `95 Advent International (Shanghai) Adam Deutsch `14 River Hollow Partners John Donlon `74 RBS Business Capital Mark Dzialga `90 General Atlantic, LLC Conner Esworthy `14 Quartet Health Alexander Funk `15 Palladium Equity Partners Michael Gatto `93 Silver Point Capital Michael Genereux `95 PJT Partners Adam Glucksman `03 The Carlyle Group Joshua Goldman `12 One Rock Capital Partners Andrea Goren `94 SG Phoenix Stewart Gross `87 Lightyear Capital LLC Mark Hallock `82 M2O Private Fund Advisors, LLC Scott Hauser `15 OMERS Private Equity Stephen Hickey `87 CVC Credit Partners Steve Houston `92 Stifel Financial Andrew Joyner `13 CPPIB Christian Kallen `07 Hamilton Lane Matthew Kever `15 HIG Capital Christopher Kirsten `82 Moelis & Company Robert Knibb `83 Arlington Capital Partners Claudio La Rosa `15 Rhône Group Ashley Larson `11 Revolution Growth Jeffrey Lipsitz `89 Cortec Group Robert Liptak `99 Clarus Ventures, LLC Ling Liu `98 Cathay Capital Holdings Michael Livanos `08 Stellex Capital Management Rahul Lulla `12 3i Group Ted Maa `12 Pine Brook Partners Courtney Mee `15 J.P. Morgan Chase & Company Signe Michel `12 Permira Jeffrey Mizrahi `09 Sand Oak Capital Gregory Morzano `94 Old Ironsides Energy, LLC Lauren Mulholland `12 Monomoy Capital Partners Jacopo Nadal `13 Insight Equity Kevin Nee `92 Covariance Capital Management Peter Nelson `85 Nautic Partners Ovunc Okyay `10 IIG Istanbul Investment Group Anatoliy Otchkovskiy `14 Hudson Advisors/Lone Star Funds Tommaso Pizzi `10 IDEA Capital Funds SGR Bharath Rajagopalan `15 Partners Group Adam Reinmann `04 Wendel North America Jesus Rueda Molins `15 Apax Partners, Inc. Elijah Schachter `99 Point One Percent, LLC Andrew Schiff `00 Aisling Capital Jonathan Schilowitz `12 MFG Partners Louis-Marie Schmitlin `15 CDP Capital (CDPQ) Laurie Shahon `76 Wilton Capital Group Tom Shattan `78 Shattan Mendel Enterprises Sebastian Shea `10 G Square Healthcare Private Equity LLP Andres Small `12 Partners Group (USA) Inc. Christopher Snyder `12 Uni-World Capital Alexander Somers `15 Arrowpoint Partners Scott Spielvogel (HBS!) One Rock Capital Partners, LLC Julian Thomas `09 Brookfield Asset Management Pablo Thompson `15 Devon Inversiones Tod Trabocco `02 Kayne Anderson Capital Advisors Louis Wells `97 Drivetrain Advisors LLC Alan Wilkinson `84 AEA Investors Jason Winsten `13 RUBICON Technology Partners Arnold Ziegel `69 Mountain Mentors Associates

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EMBA Participants

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  • Experienced PE industry professionals in EMBA are asked

to join the sessions and networking events

  • EMBA participants are not assigned mentors
  • EMBA students are not required to apply formally, and will

be invited based upon resume and interview

  • Application survey will not work for EMBAs. Interviews will

be held in June by appointment. Contact the Program (pep@gsb.columbia.edu) for more information, include your resume and we will review the possibility of your candidacy.

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Contact Information

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Send application materials to: pep@gsb.columbia.edu _________________________ Fellows Program Contact: Greta Larson Associate Director 212-854-7989 gl2304@gsb.columbia.edu Visit the Fellows Program web site: www.gsb.columbia.edu/privateequity/fellows Follow the Program on Twitter https://twitter.com/cbspe