Past ExSIF Events

ExSIF's Spring Ball is here! Come along for a 3 course meal, welcome drink, half bottle of wine and private DJ! Please fill out this form for dietary requirements and menu choice after purchasing a ticket and send to any friends you purchase tickets for, otherwise it will be selected for you Date: Wednesday 15th March, 2023 Time: 7.30pm until late evening Location: TheTerrace Exeter Dress Code: Black Tie Dancing is strongly encouraged and hope to see you all in Timepiece afterwards.

Finco Money are looking for two Brand Ambassadors to promote their app at the University of Exeter. Student research has shown that prospective users must trust the brand to download an app and that in person promotion is the preferred channel to do this. The objective of the Brand Ambassador role is to promote the Finco Money app and to encourage students to give it a try. The Brand Ambassador must have experience of using the app and feel comfortable explaining how the app helps them, what they like and dis-like about the app and what’s coming next to improve it. Working alongside ExSIF, a space in the Forum will be set up (and de-commissioned) by the Brand Ambassador as directed by the ExSIF representative. The Brand Ambassador will be provided with collateral: the ExSIF banner, the Finco Money Banner, a promotion table with ExSIF tablecloth and Finco Money flyers Please click on the link in to register.

Sign up to register interest for the networking event by filling out the form.

ExSIF Extra is a weekly drop-in session where you can bring your lunch to have a chat, discuss the markets and get some wellbeing guidance. Our Careers Officer, Alex, will be on hand to help out with CVs, Cover Letters and general career advice.

With the increasing role of Environmental, Social and Governance factors in making investment decision, come and learn how the fundamentals of ESG scoring.

ExSIF is looking to recruit a team of analysts to work in coordination with Portfolio Managers, to help develop and collaborate on investment theses for our newly approved Real Money Fund (RMF). We will be recruiting two analysts for each of the following sectors: Consumer & Retail. Industrials & Materials. Energy. Healthcare. Financials. Technology, Media and Telecoms (TMT). As an analyst, your responsibilities would include: 1: Conducting extensive research with your respective Portfolio Manager and fellow analysts, to construct a sector portfolio of long and short positions. 2: Aiding in the development of stock pitches. 3" Collaborating with Risk Officers, Sustainability Investment Officers and the Investment Officer in maintaining and developing the overall Real Money Fund Portfolio. We welcome applications from members of all backgrounds - experience is not required but a genuine passion for investing, market research and working within a team of finance-interested individuals is!

Our next big social is here. Join us on Thursday the 24th of November for our ExSIF games and casino night. If you plan on coming please grab one of the FREE tickets so we can have an idea on numbers. Location: DH2 (Devonshire House) on Campus Time: 7.30pm-10pm It will be bring your own drinks and games if you have any! We really hope to see you there and hope to see your best poker faces

Come and learn what indexes and ETFs are, and how they are used for trading across the financial institutions.

Building a Discounted Cash Flow is a key financial modelling skill in roles across investment banks, asset managements and other financial institutions.

With Stuart Robinson, Associate Dean Professional at University of Exeter Business School. Valuation is a fundamental skill crucial to financial analysis. Come and learn the basics of valuations, or how to value an enterprise.

Come and have a friendly chat to network with fellow society members and the committee members.

We have an exciting workshop on Fixed Income - an attractive asset class given the current macro economic conditions. Hybrid event: in-person and over zoom 6:30PM - 7:30PM, Streatham court LTB

No prior knowledge in finance is required - Beginner Level Given the record high inflation and interest rates, how would you assess the risk of a security/investment? What are the best ways to hedge the risk associated with investments in volatile market conditions? Come and Learn from Ryan Fernandez who will walk you through a rigorous risk assessment workshop.

As alluded to briefly on Monday evening, ExSIF is looking to recruit a team of student Portfolio Managers (PMs), Risk Officers and Sustainable Investment Analysts to help develop and collaborate on investment theses for the Real Money Fund. We will be recruiting a PM for each of the following sectors: 1. Consumer & Retail 2. Industrials & Materials 3. Energy 4. Healthcare 5. Financials 6. Technology, Media and Telecoms As a PM, your responsibilities would include: - Acting as a first point of call in the development of stock pitches within your respective sector (assisting in the development of valuation models and analyses) - Constructing a sector portfolio of long and short positions - Collaborating with other Portfolio Managers, Risk Officers, Sustainability Investment Officers and the Investment Officer in maintaining and developing the overall Real Money Fund Portfolio We envision that successful applicants will have an intellectual curiosity and knowledge on their preferred sector, some preliminary investment ideas and an understanding of sector-specific valuation methods. In addition to Portfolio Managers, we will be recruiting two Risk Officers and two Sustainable Investment Analysts: - The role of Risk Officer is a vital one, involving actively assisting Portfolio Managers by providing frequently updated sector-specific and broader macroeconomic/factor risk information and working closely with the Investment Officer to oversee overall portfolio risk. Quantitative and statistics competency is recommended. - The role of Sustainable Investment Analyst is just as important, involving the development of a sophisticated fund sustainability approach and overseeing Portfolio Managers investments to ensure that they meet the criteria outlined in this approach. We welcome applications from members of all backgrounds - we are indifferent to your degree area or year of study. If you have any questions about the role, please reach out via email or through our Instagram or Facebook pages.

Student Rep Applications The representatives will be responsible for extending ExSIF's reach, helping the committee with tasks, contributing to the day to day decisions for the society and communicating with members to collate feedback. What we are looking for: Enthusiastic and committed individuals that are interested in the operations of our society. We will be recruiting for general reps, as well as specific ones. These include Marketing (interested in design and social media), Technology (knowledge of web development and basic database functionality). We welcome applications from members of all backgrounds! Roles and responsibilities: Building connections with internal (university) and external (alumni and companies). Develop a wide network within the society. Collaborate with the committee on different projects. Application process: 1: Personal statement - 400 words describing your background, interests, and experiences that may be relevant. 2: Final round 20 minute interview. Please apply using the link below:

To put into practice what we’ve learnt as ESG Advisors this year, we’re running a hands-on workshop on ESG Investing this summer term. Taking place on the 17th May, 6-7pm we’ll be joined by an Assistant Portfolio Manager at Cazenove Capital. The event will provide an overview of ESG, followed by an example of scoring a company (we will be looking at Rio Tinto) and finish with a Q&A. This will be an excellent opportunity for those curious about the burgeoning area of ESG/ sustainable finance to learn more.

Join us for this End of Term to finish of the year at ExSIF in style. We will be announcing the new ExSIF committee for 2022-23, as well as the winners of the stock trading competition and we will be delivering the results of the Bloomberg Investing Competition. (19:30 - 23:00)

At the AGM and hustings, we will be taking a look back at the past year at ExSIF, and candidates in the upcoming elections will have the chance to tell you why should vote for them to be on ExSIF's 2022-23 committee. As part of the AGM, Cameron, our Treasurer, will be presenting an annual progress report on the financial position of the society, and we will be reviewing other activities within the society this year. As part of the Hustings, candidates in the election, will present a 2-minute speech which will be followed by 1-3 questions after (we are having to keep timings tight to get through all candidates in time!). Do let us know if you have any questions you would like to get across if you cannot be there, or if you are running in the elections and have any queries on the hustings.

History is made of turning points and we are currently living through the crux of our planet moving into the danger zone for many of our planetary boundaries. Confronted with the ecological challenge, our society is beginning to align towards solving this crisis. A conversion to corporate social responsibility has come about because financial stakeholders now recognise that companies putting sustainable issues at the heart of their business models tend to be healthier economically. Through the lens of academic and industry experts, we hope to delve deeper into the broader notions and understandings of sustainable finance, and how the future of ESG investing will look if it is to make our planet truly sustainable.

Assessing the European private Equity space today and looking at what it takes to have a successful career at a top PE Firm

In this session of the Guest Lecture Series and our last speaker event of 2021 we welcome Janet Mui, Investment Director at Brewin Dolphin. Janet is a client-facing investment director, award-winning commentator and media spokesperson with over a decade of experience as economist/strategist. Janet has been a contributor to market commentary as a regular expert financial at the BBC, Bloomberg, CNBC, Sky News, Reuters etc. In this session, we will learn more about Janet's career in finance and her rise to one of the most prominent media commentators in UK Financial Markets, as well as discussing her take on some recent developments on events in the markets.

Welcome to the final session of the Financial Analysis Course. This session is your chance to start contributing your own investment analysis. The link below takes you to the financial statements and annual report for EasyJet. Using your own knowledge and the skills you have built up over the past 10 weeks, read these documents and come up with your own independent estimate of EasyJet's intrinsic value. For anyone who applied to be a PM this year, or is looking to get into investment industry, this session is a fantastic chance to have an attempt at valuing EasyJet and learn from Stuart and others about what kind of things to consider.

ExSIF Extra is a weekly drop-in session where you can bring your lunch to have a chat, discuss the markets and get some wellbeing guidance. Our Careers Officer, Natalija, will be on hand to help out with CVs, Cover Letters and general career advice.

Valuation is one of the most pervasive skills in finance. In order to succeed as an individual investor, an investment banker, a hedge fund manager, a private equity research analyst, ect, you must know about valuation which can be defined as finding the intrinsic value of an asset. This session is a fantastic opportunity to get a head start in understanding this skill over your peers and start to think more critically about how we can analyse the underlying business performance of a listed company. James Godsall, a young investment banker, who has been at Bank of America for almost 3 years, will take us through the process.

The importance of having a granular level of understanding of the appropriate valuation model when investing is key to making the right judgement. This session will really help develop your valuation knowledge and skills and provides a perfect opportunity to network with an experienced professional in the field. This session is part 1 of 2 valuation sessions. This first session helps us learn key valuation tips and fundamentals, and the second session gives us all an opportunity to put it into practice.

In this session of the Professional Development Series, we are joined by Jon Davies, Head of Talent at Lightyear Capital, to discuss what you can do to begin a career in Private Equity and Alternative Investments as a student or graduate. Jon has significant experience in recruitment on the buy-side, previously holding positions as Head of Recruitment at Point72 and Blackstone.

ExSIF Extra is a weekly drop-in session where you can bring your lunch to have a chat, discuss the markets and get some wellbeing guidance. Our Careers Officer, Natalija, will be on hand to help out with CVs, Cover Letters and general career advice.

Alternative Investments is the general term used for investment in unconventional assets. While a lot of this course covers investment in equities, bonds and currencies, this session covers other securities that get invested in. We are very excited to welcome Kathrine Elbert who works in private equity and will produce valuable insights into the opportunities that alternative investments provided that are not provided by the conventional stock markets. This adds another dimension to our understanding of investing.

ExSIF Extra is a weekly drop-in session where you can bring your lunch to have a chat, discuss the markets and get some wellbeing guidance. Our Careers Officer, Natalija, will be on hand to help out with CVs, Cover Letters and general career advice.

Financial Statements are mandatory documents required for every corporation and publically listed company on the stock market. In this session we'll show you how to find them, how to interpret them and what information you need to build your awareness of the risks and opportunities that stock presents. A really fundamental session as for anyone going into a finance or accounting related job, these are documents you will be looking at over and over again. Why not start early in learning about them?

This week we're lucky enough to be joined by Jonathan Abrahams, formerly of Morley Fund Management for a talk on a really exciting topic: Portfolio Management. We will learn about portfolio construction and touch on the use of derivatives.

ExSIF and Women in Business are teaming up to give you an insight into the pathways to careers in finance & investment as we are joined by SEO London, Lazard, BNP Paribas and Nomura, to discuss applications and the importance of diversity in finance.

As part of ExSIF's Financial Analysis Course we are teaming up with the Exeter Sustainable Finance Centre (ESF) and professionals in finance to discuss the most important questions surrounding ESG investing, in anticipation of COP26. We will be joined by 4 guests on the roundtable: Chendi Zhang, Professor of Finance and Director of the Exeter Sustainable Finance Centre, Rajesh Tharyan, Senior Lecturer in Finance at the University of Exeter, Grace Chan, Asset Manager at Low Carbon and James Holt, Assistant Director at Brewin Dolphin. Environmental, Social and Governance issues are of increasing importance in investing and in financial services more generally. In this discussion we will be looking at the evolving role of ESG concerns in investment, stakeholders in ESG and the most pressing problems and solutions surrounding ESG in finance. Please get tickets on Eventbrite using the link below: https://www.eventbrite.co.uk/o/exeter-student-investment-fund-35582907913

An informal networking event with Lazard campus ambassadors alongside ExSIF Extra. Everyone welcome.

In this session of the Introductory Financial Analysis Course we are joined by Pablo Hutchinson Nuñez, Investment Associate at Moorfield Group. We will explore the structure of Investment Banks, their purpose and the reality of working in them.

In this Guest Lecture Series we are joined by Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG. We will explore Derek's career in foreign exchange research spanning 23 years, looking at the lessons and insights he has learnt along the way. Derek has had many appearances on CNBC, Bloomberg and other finance publications throughout his career.

ExSIF Extra is a weekly drop-in session where you can bring along your lunch, have a chat, discuss the markets and talk about anything on your mind! Our Careers Officer, Natalija, will be on hand to help out with CVs, Cover Letters and applications.

In this session we’ll look at how financial markets responds to the health of the global or domestic economy. As well as presenting some of the basics in economics, such as interest rates and cyclcal trends, in the context of financial markets.

In this session of the Advanced Financial Analysis Course we will be looking at Fixed Income as a security, the methods of valuing Fixed Income Securities, Unsecured and Secured bonds and the practical methods of trading Fixed Income securities.

We will be looking at how you can perfect your CV and Covering Letters to give yourself the best chance of success in applications for roles in investment. In this sectors it is key to tailor you application to the role and stand out from the crowd.

ExSIF Extra is a weekly drop-in session where you can bring along your lunch, have a chat, discuss the markets and talk about anything on your mind! Our Careers Officer, Natalija, will be on hand to help out with CVs, Cover Letters and applications.

Introduction to the role and structure of the financial services industry Outline of the different types of financial institutions Overview of the types and roles of participants in the investment industry

In the first session of the Advanced Financial Analysis Course we are joined by Eleanor Moriarty, an Investment Associate at Ruffer LLP. We will be looking at equity classification, equity risk premium and methods of calculating return on equity.