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Based on the most helpful WSO content, here are some engaging and impactful ideas for your Investment Banking Club:

  1. Professional Development Events:

    • Resume Workshops: Invite professionals or alumni to help members refine their resumes.
    • Mock Interviews: Conduct mock interviews with industry professionals to prepare members for real interviews.
    • Technical Skills Training: Host sessions on financial modeling, DCF, M&A, LBO, and Excel modeling. You can use resources like the WSO free modeling series for guidance.
  2. Competitions and Challenges:

    • Stock Pitch Competitions: Organize events where members present investment ideas to a panel of judges.
    • Case Competitions: Collaborate with other clubs or schools to solve real-world finance problems.
    • Trading Simulations: Use platforms to simulate trading environments and teach members about market dynamics.
  3. Networking Opportunities:

    • Alumni Panels: Invite alumni working in investment banking to share their experiences and advice.
    • Industry Speaker Series: Host guest speakers from top firms to discuss trends and career paths.
    • Recruitment Events: Partner with firms to provide direct networking opportunities for internships and jobs.
  4. Fun and Bonding Activities:

    • Off-Site Retreats: Plan an overnight retreat early in the semester to build camaraderie.
    • Video Scavenger Hunts: Create small teams and assign fun finance-related tasks to complete.
    • Inter-Club Sports Days: Organize friendly competitions like flag football or trivia with other clubs.
  5. Community and Culture Building:

    • Inclusive Culture: Focus on creating an open and welcoming environment to avoid cliques.
    • Social Events: Host casual meetups, dinners, or happy hours to strengthen relationships.
    • Recognition and Rewards: Celebrate members' achievements, such as securing internships or winning competitions.
  6. Collaborative Events:

    • Inter-Club Rivalries: Challenge other clubs (e.g., Accounting Club) to competitions like flag football or trivia.
    • Cross-Disciplinary Panels: Partner with other departments to discuss topics like fintech or entrepreneurship.
  7. External Competitions:

    • School vs. School Competitions: Participate in finance competitions against other universities to build prestige and attract members.

These activities not only make the club engaging but also provide valuable skills and networking opportunities for members.

Sources: How do I make my finance club fun?, Undergrad Investment Clubs and their impact on recruiting, Incoming Freshman - Best Clubs for Investment Banking/PE at UPenn, Investment Banks as Football Clubs, Santa Clara Investment Banking Club

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Run an M&A competition in a similar format to stock pitch competition. Not too common, will prob get a lot of student interest, and if your school places well into IB will be easy to get alumni judges/panelists, and potential bank sponsor

 

Start by first planning jt out fully, don't reach out to alum if it's not ready/good to go with dates. Might be tough if you don't have school alumni. I started a club at a target and it was still tough, you basically need to network/coffee chat, but instead of only selling yourself, you gotta sell your club too (+ maybe ask for money) which is difficult to do

 

Weekly educationals would be great - they're the biggest point of attraction for clubs at my university. Hosting meetings to give junior students an intro to finance, accounting, valuation, PE, etc. should help you gain a lot of momentum and traction to better host the events the comments before me were talking about. 

 
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i assume you go to a non target, all clubs like this are meant to prep sophomores to recruit so:

do weekly mandatory meetings, quiz your students on a guide each week

create a list of school alums and make sure that they’re aware of this new club so you can start using them as a contact to place more kids into the bank

do panels, where kids with offers or alum in finance talk q+a style

also pick up mentorship, have upperclassmen take on a mentee each recruitment cycle

get connected with bank HR, have them host club exclusive school info session, or resume books

teach the members what ib is truly and sell side process, difference in banks/groups, how to network, how to send emails, what to ask in a call, and how not to be a bot

 

Yes you are correct in your assumption, non-target here. Thank you for the advice. How do I go about your idea of doing guides? Where do I get the guides from and can you give me insight on how to execute them?

 

the 6 guides are free online, best to have funding to purchase other versions or the niche ones for real estate, rx, etc.

we have students learn and study one each one and take quizzes at the weekly meetings

 

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