Capital Markets & Banking Workshop

DJ Masson and David Haeberle are the directors of the Capital Markets & Banking Workshop (“CMBW”), which seeks to immerse Kelley’s highest performing finance and accounting students into the financial services industry.

Admitted CMBW members will take 4.5 credit hours. Additional professional development opportunities include activities and events with alumni, two pitch competitions, field trips to New York City and Chicago, and specialized training with Training with the Street. The CMBW works with many of the top firms in the industry:

  • Goldman Sachs
  • Bank of America Merrill
  • JP Morgan

And blue-chip middle market banks including:

  • Fifth Third
  • Key Bank
  • HSBC
  • BMO Capital Markets

The curriculum begins for freshmen in the Financial Services Club where students learn the basics about the industry.

Workshop Application and Admission

Sophomores in the fall semester assuming students are 4-year students. If students are 4.5- or 5-year undergraduate students, or are 3/2 MBA students, then the application is in the fall semester of students’ junior year.

o Applications are due as an assignment in week one of F355 Investment Banking & Capital Markets.

Admittance into the Capital Markets & Banking Workshop will be based on the student's application, cumulative GPA as of August of at least a 3.40 and grade performance in F355 Investment Banking & Capital Markets.

Additional soft skills will be evaluated during the application period and an interview that will take place at the end of F355.

Applications are due as an assignment in week one of F355 Investment Banking & Capital Markets which is offered only in the fall semester.

Applications are open mid-September – Mid-December

Decisions will be communicated by Mid-December.

Formal CMBW activities change from year to year based on employer hiring practices but generally begin in January of the spring semester

Highly Recommended Course
  • BUS-F 255 - TOPIC: Introduction to Financial Careers and Concepts (3.0); offered to freshman and is encouraged and highly recommended
Required Courses
  • BUS-F 355 - TOPIC: Investment Banking & Capital Markets (1.5 credits); fall sophomore year
  • BUS-F 428 - TOPIC: Capital Markets & Corporate Banking I (1.5 credits); fall junior year
  • BUS-F 429 - TOPIC: Capital Markets & Corporate Banking II (1.5 credits); fall senior year

Experience and Expectations

While it is not expected that students have any experience in the financial services industry, it is expected that students demonstrate a passion for accounting, finance, and the financial markets as it pertains generally to “financings” or corporations and capital structure decisions. The CMBW historically has placed students into debt capital markets, leveraged finance, equity capital markets, syndicated lending groups, and corporate banking, and it is expected that student applicants for the CMBW demonstrate their knowledge and interest in these career options.

Once admitted to the CMBW it is expected that students will prioritize CMBW activities and in helping their peers in the CMBW, above other academic and professional development activities within reason. While it is expected that students will apply to multiple Kelley workshops as this is important to the education and development of students’ education, students should expect that they can only be a part of the CMBW if they are not members of other Kelley workshops.

To be in good standing in the CMBW, a CMBW member must show a commitment to attending any required meetings and required networking sessions with alumni and employers within the field.

Workshop Faculty

DJ Masson

Clinical Associate Professor of Finance

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