Recent News and Updates
Posted by Lukasz Stec | May 01, 2012
BIG Places 1st and 2nd in PE Case Competition
Congratulations to the two BIG teams that competed in the PE Case Comp and placed 1st and 2nd. The judges grilled them mercilessly, but standing their ground they pushed through to victory. Congrats!!!
Posted by Lukasz Stec | April 24, 2012
PE Case Competition Management Q & A
If you have more questions for management or were not able to make the session, you can send questions directly to peterwmolloy@gmail.com
Posted by Charles Sun | April 19, 2012
HBSA Elections
Reminder to our Haas members to vote for HBSA candidates by Friday 2:30pm! Here's a link to the online voting form: http://tinyurl.com/HBSAVoteSP2012.
I have personally endorsed Tyler Wishnoff for his support of the Berkeley Investment Group.
Posted by Soraya Hoberman | April 16, 2012
Investing in Israel: How Innovation from the Start-up Nation is Changing Lives
The Berkeley Investment Group and TAMID Israel Investment Group are hosting "Investing in Israel: How Innovation from the Start-Up Nation is Changing all of Our Lives" to shed light on Israel's unique innovative edge. Jon Medved will be speaking about the unique business landscape of Israel, specific innovations coming out of Israel, and how it has affected the US and global economy. He will also be speaking about his personal experiences as a venture capitalist and CEO of an internationally traded company, and some of his key considerations when investing in a company.
About Jon Medved:
Jon Medved is the former CEO of Vringo (NYSE: VRNG), CEO of Meret Optical Communications which was acquired by Amoco (NYSE: BP), and has founded Israel Seed Partners, a leading Venture Capital Fund investing in early stage hi-tech companies with many successful exits (Shopping.com, Compugen, Answers.com, Cyota, Mobile Access and Broadlight). He graduated from Cal, became a serial entrepreneur, and now is “one of Israel’s leading high tech venture capitalists” according to the Washington Post (Dec 5, 2007). In the September, 2008 he was named "one of the top 10 most influential Americans who have impacted Israel" by the New York Times.
The event will take place Monday, April 23rd at 7-8:30 PM in 110 Boalt Hall. Please RSVP via facebook: http://www.facebook.com/events/429956653686858/.
Posted by Lukasz Stec | April 14, 2012
DSP & BIG PE Case Kickoff
The case kickoff for the DSP BIG Case Competition is this Monday April 16 in 102 Wurster from 6-8 pm. BIG and DSP will release the case and Haas Professor Etter will give a holistic background to private equtiy All are welcome to come and learn. If you are a registered team, be sure come!
Posted by jtotten | April 02, 2012
DSP and BIG Private Equity Case Competition
DSP and BIG Private Equity Case Competition
Delta Sigma Pi and the Berkeley Investment Group are proud to be partnering with Alpine Investors and Greyrock Capital Group to co-host our first Private Equity Case Competition.
The Case
The purpose of the competition is to grasp the long-term investing experience in private companies by simulating the role of a private equity portfolio manager and analyzing a target company. Teams of up to four students (including at least one non-Haas major) must analyze a private company target's investment characteristics and present on the viability of the investment opportunity. Participants are invited to attend a Private Equity Seminar with Greyrock Capital and learn the basics of analyzing private companies before digging into the case.
Submissions will be judged based on the quality of research and analysis, presentation skills, and investment judgement. The winning team will be rewarded with a cash prize of $500 and second place will win $300.
First Round
Teams must prepare a 6-7 slide PowerPoint deck of their financial analysis and investment recommendation. Participants will have the opportunity to interview a manager from the target company before making their first round submissions.
Final Round
Judges from Greyrock, Alpine, the target company, and the Haas faculty will select the top submissions from the First Round to compete in the Final Round for $800 in cash prizes. Final round presentations will be judged by and receive feedback from investment professional at Greyrock Capital and Alpine Investors as well as target company management and Haas faculty.
How to Register
Teams must register by sending a team name, participant names, email addresses, phone numbers, and resumes to DSP.BIG.PECase@gmail.com.
If you have any questions, please email your questions to DSP.BIG.PECase@gmail.com.
Important Dates
April 9-11: Registration period
April 16 6-8pm: Private Equity Seminar and Case Kickoff
April 23 4-6pm: Management Q&A (20 Barrows)
April 27 11:59pm: First round submissions due
May 1 6-8pm: Final round presentations
Posted by jtotten | April 02, 2012
Berkeley Investment Group Team Wins National Stock Competition
A team from the Berkeley Investment Group (BIG) won first place in the Georgetown Stock Pitch Conference Saturday. Team captain George Eliades alongside Anthony D’Asaro, Kevin Hsu, and Max Oltersdorf pitched Diamond Foods in the 3rd annual national stock pitch competition at Georgetown. The conference featured teams from Stanford, the Wharton School at the University of Pennsylvania, the Ross School at the University of Michigan, the Stern School at NYU, the Mason School at William & Mary, and many more.
In the first round, BIG defeated USC and Michigan with its 10-minute pitch followed by 10-minutes of Q&A by a panel of judges. In the final round BIG defeated William & Mary, George Mason, and Georgetown and took home the $2,000 first place prize.
The BIG team is featured in the Haas NewsWire: http://www2.haas.berkeley.edu/News/Newsroom/2010-2011/120402georgetown.aspx
Posted by Lukasz Stec | March 05, 2012
Llenroc Capital and Scharf Investments Recruiting Event
Come to an information and recruiting session on March 14 from 7-8pm at Cheit 220. Speakers from Scharf Investments and Llenroc Capital will be presenting an investment industry overview for all BIG members. The presentation will give you great insights from people working directly in the industry, and a recruiting session after will allow you to ask specific questions. This is a great opportunity to explore your interests and perhaps score an internship. Zachary's pizza will be served at the event!
http://www.eventbrite.com/event/3083768635
Background
Scharf: Founded in 1983, Scharf Investments, LLC is a Registered Investment Advisor. We manage portfolios totaling over $1 billion for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations.
Llenroc: Llenroc Capital LLC is an employee-owned SEC registered investment management firm. We manage individual and institutional accounts, including corporate pension and profit sharing plans, charitable foundations and academic endowments.
Posted by Charles Sun | February 08, 2012
We're kicking off our Spring Stock Competition!
Click on the "Buy and Sell Now" link under Spring 2012 Stock Contest on the left margin to get started.
Official rules are posted here: http://dl.dropbox.com/u/21515245/Spring%202012%20Stock%20Competition.pdf
Posted by Lukasz Stec | February 05, 2012
Weekly Meeting
Hi all,
Our first regular weekly meeting is this Tuesday at 7-8PM in 118 Barrows. Hope to see you all there!
Best,
Marketing Team