Goldman Sachs West Palm Beach Office Tour

Divisional members were given an exciting opportunity to tour the West Palm Beach Goldman Sachs Office. During the visit, members were able to explore various departments, gaining insights into the bank's operations. Additionally, they learned more about their recruitment process, the day-to-day functions and roles within the financial industry, finishing with an active networking section.

Avi Wolf | Value Creation Workshop

IC Alumni Avi Wolf, who currently works at Dubin Clark, hosted an exclusive and highly informative Value Creation Workshop for divisional members only. During the session, Avi shared valuable insights into his professional experiences and the process of value creation, provided career advice, and answered questions, giving attendees a unique opportunity to learn from his expertise in the industry and career path.

Financial Planning Presentation I

The Wealth Management Division hosted its first Financial Planning Presentation, highlighting their financial planning strategies and comprehensive approaches to proposed client case studies. These presentations allow members to delve into essential techniques, learn best practices in wealth management, engage with real-world financial scenarios. Furthermore, our members got the opportunity to present their solutions to a board of judges, fostering a deeper understanding of effective financial planning.

Investment Club COMMITTEE Meeting  (ICM) I

After months of hard work, our ICM I presented the Asset Management and Global Investment Research divisions with the opportunity to pitch their researched companies and stocks to our Investment Committee. This experience allowed members to showcase their analytical skills, receive valuable feedback, and gain practical insights into the financial industry from experienced professionals. Moreover, some of the companies were added to the Investment Club Fund and to the pipeline of possible future investments, simulating the real-world experience in high-finance careers.

Financial Planning Presentation II

Two dedicated teams from our Wealth Management Division tackled a case study, diving deep into analysis and preparing a professional presentation. Each team presented their findings to a panel of certified financial planners and our e-board, simulating a real-world client scenario to test their expertise under authentic conditions. This event provided members with a hands-on opportunity to apply their financial planning knowledge, strategic thinking, and sharpen their presentation skills in front of industry professionals. Following the presentations, our judges evaluated each team’s performance. Events like these continue to enrich our members’ understanding of wealth management, preparing them for future careers in finance.

Investment Club COMMITTEE Meeting (ICM) II

Another highly successful day for our divisional members! The Investment Committee listened as our Asset Management and Global Investment Research divisions presented and pitched their researched companies and stocks for the second time this Fall. The Executive Board was able to see significant improvements in content quality and presentation skills, highlighting the irreplaceable experiences provided by the Asset Management and Global Investment Research Divisions. All proposed investments were accepted and recognized as promising long-term opportunities!

Citibank & Crosstree Office Tours

Divisional members had the unique opportunity to visit Citibank's and Crosstree Capital's Tampa offices, where they explored the companies’ operations and learned about the different roles that contribute to their success. The visits provided insights into the recruitment process, daily responsibilities in the financial sector, and key industry practices. The day concluded with a meaningful networking session, giving members the chance to engage with professionals and discuss their career opportunities.