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Firms: Bain Capital, Bank of America Merrill Lynch, Blackstone, Citadel, Credit Suisse, Goldman Sachs, Guggenheim, J.P.

Morgan, Morgan Stanley, Perella Weinberg, Pine River Capital, Safeguard Scientifics, Silver Point Capital, Spot Trading, Vista Equity Partners Event Types: Educational, Office Visits, Senior Speakers, Social Past Events1:


Bank of America & Merrill Lynch | Panel Discussion

The panel spoke to Wharton students about the day-to-day responsibilities of an analyst and the best practices before the formal recruiting process.

Bain Capital | Information Session

Students learned more about the world of private equity and Bain Capitals role within the investment landscape. After the presentation, students had the opportunity to ask questions and receive one-on-one attention with Bain representatives.

Blackstone Group | Restructuring Information Session

Erik Lisher, Managing Director of the Restructuring and Reorganization Group, spoke to Wharton students about his field, and several of the deals he had been involved with.

Events completed since 2011

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Credit Suisse | Case Competition

WUFC selected an HBS case with the sponsorship of Credit Suisse and offered all Penn undergraduates the opportunity to compete. It was a tworound competition. First, the WUFC executive board reviewed all submitted cases. The best were then selected to present and be judged by a panel from Credit Suisse. Afterwards, a short networking session followed. Cash prizes were provided.

Credit Suisse | Global Demographic Perspective

Eraj Shirvani (Europe, Middle East and Africa), Head of Fixed Income and Amlan Roy, Global Demographics and Pensions Research, provided a differentiated strategic perspective of the world by shedding light on the state of European Credit Crisis and a Demographic Perspective of the World.

Credit Suisse | Training the Street

Students experienced an intensive workshop designed to develop an understanding of merger consequences and leveraged buyout analyses through actual hands-on construction of both an M&A model and an LBO model. The products they created allowed for evaluation of whether or not a company should have acquired a competitor or sold itself and whether or not the company was a strong LBO candidate. Through practical examples and annotated Excel guides, the lectures discussed theories, approaches and applications of financial modeling. The students had the opportunity to construct a model of their own to apply the lessons they learned in the lectures. Personal one-on-one assistance was available to answer questions and give guidance while participants were working on computers.

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Goldman Sachs | Coffee Chats

WUFC members had the opportunity to sit down one on one with Goldman Sachs representatives. A speaker panel and group networking session followed in the evening.

Goldman Sachs, Credit Suisse, Guggenheim & Bain Capital | Secrets of Wall Street

A panel of 6 Managing Directors came to share their knowledge of investment banking and the industry. They fielded questions and a networking reception followed.

J.P Morgan, Morgan Stantley, Safeguard Scientifics & Soros Fund Management | Buy-Side v. Sell-Side

A representative from each company came to speak to students about the differences between the Buy-Side and the Sell-Side of finance. Afterwards, a networking session followed. Speakers included: J.P. Morgan Paul Mule, associate, Morgan Stanley Ryan Corbett, analyst, Safeguard Scientifics Daniel van der Bergh, associate, Soros Fund Management Aneil Lala, associate

Perella Weinberg Partners | Interview Skills Panel

Professionals came to speak about the different aspects of analyst recruiting. It was an interactive discussion and many questions were fielded. Following the panel, students were allowed to network with representatives.


Silver Point Capital | Distressed Investing 101

Members attended an information session where analysts explored two distressed investing case studies with the students. Students were required to RSVP and submit their resume, along with their upcoming internship.

WUFC | The Big Three

A discussion about the main three sectors of business that Wharton students venture into. With the help of MUSE and the Wharton Undergraduate Marketing Club, the leaders of each organization spoke to Wharton undergraduates about their experiences in their respective industries.

WUFC | Buzzwords of Finance

Freshmen and sophomores were invited to learn the jargon of finance and learn more about the industry through a quiz-game hosted by WUFC. Students were able to answer quiz questions anonymously and learn background information on many aspects of finance.

WUFC | Consulting v. Investment Banking Panel

Alongside the Wharton Undergraduate Consulting Club, Wharton seniors explained to underclassmen and upperclassmen alike the pros and cons of consulting and investment banking. They explained their typical day on the job, their overall experience, and fielded questions from the audience.

WUFC | Freshmen and Sophomore Opportunities Panel

With the help of Wharton Advisory Board, Social Impact Consulting Group and Penn International Business Volunteers, students learned about internship opportunities, abroad experiences, classes, possible volunteer work, and research opportunities from upperclassmen.

WUFC | Mock Interviews

Members signed up for mock interviews to gain experience from OCR veterans. Our members then received personalized feedback and tips on how to succeed in future interviews.

WUFC | OCR 101

Done in collaboration with the Wharton Undergraduate Consulting Club and the Wharton Undergraduate Marketing Club (MUSE), speakers from each club spoke to Wharton students about the on-campus recruitment process. They shared their own personal experiences, as well as interview and information-session tips.


Goldman Sachs | Office Visit

WUFC members submitted their resumes, and several were selected for a site visit to the Goldman Sachs office in New York.

J.P. Morgan | Office Visit

WUFC members submitted their resumes, and several were selected for a site visit to the J.P. Morgan office in New York.


Pine River Capital | Fund Management

Steve Kuhn, head of fixed income trading and portfolio manager of Pine Rivers fixed income fund and liquid mortgage fund spoke to students about how to apply the concepts in Moneyball to finance and make a successful fund.
Goldman Sachs | Initial Public Offerings

Ryan D. Limaye, Head of Communications Technology Investment Banking walked students through an IPO process and his experiences with them.
J.P. Morgan | Career Advice

Managing directors Henry Gosebruch and Fernando Rivas spoke to Wharton Students about their career path, deals they had worked on, current events, and provided career advice.
Guggenheim Securities | Media in Investment Banking

Hans Toro, Senior Managing Director, came to speak about the role of media in investment banking.


WUFC | Dinner with the Board

WUFC members were given the opportunity to meet and eat with the clubs executive board members. Previous locations have included Distrito and City Tap House.
WUFC | End of the Year Celebration

WUFC members were given the opportunity to socialize together in Huntsman Hall while enjoying pizza and beverages. It provided a great chance to relieve the stress of finals, and network with fellow club members.
WUFC | Summer Intern Social

WUFC, in collaboration with the Wharton Undergraduate Consulting Club and the Wharton Undergraduate Marketing Club (Muse), hosted an intern social so members could meet others who would be working in the same city or company. It provided an opportunity to interact with members from all 3 clubs in a relaxed, social setting.