Fintech at Berkeley-Haas Webinar April 20, 2016

Agenda

- Welcome! - Introductions - Fintech at Berkeley-Haas:

- Curriculum - Career Resources - Club Activities & Events - Profiles of Students and Alumni - Skills & Experience Developed - Q&A - Where We’ll Be and Deadlines - Learn More about MBA Admissions

Panelists

Bill Rindfuss Executive Director, Strategic Programs, Haas Finance Group and Lecturer

Leah Staub-DeLong MBA ’17 Pre-Haas At Haas Internship

New Profit – venture philanthropy Entrepreneurial Finance Fellow, InSITE Fellow, Haas Impact Investing Network Intuit – Marketing, Mountain View, CA

Louis Caditz-Peck MBA ’14 (pending, on leave) Pre-Haas At Haas Internship Fulltime

Self-Help Ventures Fund – financing of small businesses and economic development Berkeley Board Fellow, Kiva MBA volunteer, Social Sector Solutions Lending Club – Early-stage development of new business line: small business lending Lending Club – Small Business Lending, Public Policy

Willy Chu MBA ’15 Pre-Haas At Haas Internship Fulltime

Encore Consumer Capital – Private equity Haas Impact Investing Network, MBAA, Net Impact, Global Social Venture Competition Credit Karma – Development of new business vertical; Kiva – strategic initiatives WeFinance – Co-Founder of WeFinance, a loan crowdfunding startup

Fintech Curriculum – Select Courses - Entrepreneurial Finance: - Fintech - New Venture Finance - M&A and Private Equity - Entrepreneurship: - Entrepreneurship - Lean Launchpad - Venture Capital - Life as an Entrepreneur and VC Speaker Series - Technology: - Opportunity Recognition: Tech & Entrepreneurship in SV - Design & Development of Web Based Products - Data Strategy - An Intro to Code for MBAs - Technology Speaker Series

Christine Parlour Professor Teaches: Fintech

Adair Morse Professor Teaches: New Venture Finance

Peter Goodson Member of Professional Faculty And retired Partner at Clayton, Dubilier & Rice Teaches: Mergers and Acquisitions, and Private Equity

Fintech Career Resources - General Career Management Group resources: - Recruiting Managers and Career Advisors - Career Panels by sector, including Fintech - Networked Job Search Peer Advising Groups - Entrepreneurial Finance: - CJ White Finance Fellowships (with alumni mentors) - Entrepreneurial Finance Fellowships (with alumni mentors) - Crowd.Berkeley.edu - Finance Teach-in speakers on Fintech and VC - Entrepreneurship: - Lester Center for Entrepreneurship - Skydeck accelerator - CITRIS Foundry incubator - Haas Venture Fellows - Venture Capital Investment Competition - Global Social Venture Competition - Startup Networking Event - Technology: - Tech Networking Event - Silicon Valley Trek

Fintech Club Activities & Events

- Entrepreneurial Finance: - Finance Club - Haas Impact Investing Network - Finance Teach-ins and Practitioner Chats - Finance Alumni networking events - Finance Treks (including Prosper, Credit Karma, NerdWallet, AltX) - Entrepreneurship: - Berkeley Entrepreneurs Association - Alumni Mixers - Startup Treks - Technology: - Haas Technology Club - Tech Treks

Finance Club

Alumni and Students

Danae Ringelmann, MBA ’08 Co-Chair of Global Social Venture Comp, Women in Leadership, Digital Media Club, VC Investment Competition (2nd place) Full-time job: Indiegogo (co-founder)

Ricky Tan, MBA ’17 Entrepreneurial Finance Fellow, Haas Venture Fellow, Data Science Club, VC Investment Competition Global Finalist Internship: Ernest, San Francisco

Josh Polsinelli, MBA ’14 UCB Startup Competition Exec Committee, Design & Innovation Strategy Club. Internship: Azul Linhas Aereas Brasileiras Full-time job: PayPal, San Jose

Casey Lord, MBA ’15 Fulbright Fellow, DK Kim Scholar VP of VC Investment Competition Internship: PayPal, San Jose Full-time: Xendit (startup co-founder)

Andrew Wu, MBA ’16 Entrepreneurial Finance Fellow, Co-Pres of Haas Impact Investing Network Internship: Credit Karma, San Francisco

Dave Sagalov, MBA ’15 Haas Venture Fellow, VC Investment Comp, Dorm Room Fund, Entrepreneurs Assoc. Internship: Core Innovation Capital, LA (VC) Full-time: startup

Skills and Experience Developed with Berkeley-Haas Resources

Leah Staub-DeLong, MBA ’17

Louis Caditz-Peck, MBA ’14 (pending)

Willy Chu, MBA ’15

Entrepreneurial Finance Fellow => Mentor explained landscape of Fintech career opportunities, made introductions, advised on career choices

Kiva (MBA volunteer consultant) ⇒ Led ops engineering team on scaling the Kiva Zip online P2P lending platform

Co-Pres Haas Impact Investing Network => Facilitated teams of Haas students interested in impact-oriented early stage investing to source and evaluate deals

Haas Impact Investing Network ⇒ Opportunity to learn about early-stage fintech landscape; hands-on experience in the early-stage investment process Entrepreneurship course ⇒ Learn how to build and assess new and growing ventures Networked Job Search => Team-based practice on personal pitches, networking strategies and career planning

Board Fellow Program => Served on board of affordable housing Tenderloin Neighborhood Development Corp Social Sector Solutions => Consulted on economic development to the City of Richmond Opportunity Recognition course => Developed project used to pitch Lending Club on expansion into new business line

VP Clubs for MBA Association => Helped oversee ~50 student-run club organizations at Haas Social Sector Solutions => In-depth research into early stage financial services companies in the US as investment candidates for impact investor Acumen Fund Entrepreneurship course => Examined early stage business models and challenges faced by entrepreneurs

Career Search Coaching with Haas staff => Structured my search, Interview coaching

Internship: Credit Karma, San Francisco

Internship: Lending Club, San Francisco

Fulltime: WeFinance (startup co-founder)

Internship: Intuit, San Francisco

Fulltime: Lending Club, San Francisco

Please direct your questions to the Host Q and A

Bill Rindfuss Executive Director, Strategic Programs, Haas Finance Group and Lecturer

Leah Staub-DeLong MBA ’17 Pre-Haas At Haas Internship

New Profit – venture philanthropy Entrepreneurial Finance Fellow, InSITE Fellow, Haas Impact Investing Network Intuit – Marketing, Mountain View, CA

Louis Caditz-Peck MBA ’14 (pending, on leave) Pre-Haas At Haas Internship Fulltime

Self-Help Ventures Fund – financing of small businesses and economic development Berkeley Board Fellow, Kiva MBA volunteer, Social Sector Solutions Lending Club – Early-stage development of new business line: small business lending Lending Club – Small Business Lending, Public Policy

Willy Chu MBA ’15 Pre-Haas At Haas Internship Fulltime

Encore Consumer Capital – Private equity Haas Impact Investing Network, MBAA, Net Impact, Global Social Venture Competition Credit Karma – Development of new business vertical; Kiva – strategic initiatives WeFinance – Co-Founder of WeFinance, a loan crowdfunding startup

Connect with Admissions

- On Campus Events - Visitation Program Includes class visit, admissions overview, campus tour, student led information sessions. - Events Around the World - Information Sessions - MBA Fairs - Multi-School Admissions Events

http://mba.haas.berkeley.edu/admissions/offcampus.html

Connect Online Learn More •

Join us in a live chat

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Contact the admissions office

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Attend one of our admissions events

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Visit the Haas School

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Read our FAQs

http://mba.haas.berkeley.edu/admissions/learnmore.html

Thank You! Haas Student Ambassadors [email protected]