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Day in the Life Career Event Series: Corporate & Investment Banking

Thursday, September 17 | 6:30 PM - 8:00 PM

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Overview

Day in the Life Career Event Series
We are excited to launch our “Day in the Life” Career Event Series which aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

Corporate & Investment Banking
Join us to get an overview of the Corporate & Investment Banking industry as we invite members of CFA Society New York to share their roles, day-to-day tasks, recent deals and more. We will discuss the various coverage and product groups that make up the department and hear the recent industry trends that are impacting the industry.

Group Description

Speakers

Rodrigo Cortez, CFA – Investment Banking (Power, Energy & Renewables) at Guggenheim

Jessica Grima – Global Corporate Banking

Eva Liang, CFA – Corporate Banking (Leveraged Finance) at Sumitomo Mitsui Banking Corporation

Jonathan Wadowski – Investment Banking (Financial Institutions Group) at Macquarie Capital

Additional Details

Learning Outcomes

  • Overview of the corporate & investment banking industry
  • Discuss the various coverage and product groups in banking
  • Hear recent industry trends and transactions
  • Network with other banking professionals

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | WELCOMING REMARKS


6:05 PM | PANEL DISCUSSION

Rodrigo Cortez, CFA, Investment Banking (Power, Energy & Renewables, Guggenheim

Jonathan Wadowski, Investment Banking (Financial Institutions Group), Macquarie Capital

Eva Liang, CFA, Corporate Banking (Leveraged Finance), Sumitomo Mitsui Banking Corporation

Jessica Grima, Global Corporate Banking, J.P. Morgan


7:00 PM |  CLOSING REMARKS


7:05 PM | NETWORKING & CATERED RECEPTIO