The Private Equity Workshop (PEW), directed by David Haeberle is a sister program to the Investment Banking Workshop (IBW). The PEW seeks to position Kelley’s highest-performing students in the financial services industry on the buy-side. Students will be given individualized support from upperclassmen, instructors, and alumni to effectively learn material and navigate recruitment. The PEW student engagements include MasterClass Fridays, alumni seminars, case competitions, field trips to New York City and Chicago, alumni mentorship programs, Training the Street, and more.
Workshop Application and Admission
Students may apply to the PEW during the fall semester of second year (assuming students are spending four years at IU).
Admittance into the PEW will be based on the student's application, grade performance in F210, and cumulative GPA of at least a 3.85 as of August. If an applicant’s cumulative GPA is under 3.85 as of August, they may petition for an exception when applying. Additional soft skills will be evaluated during the application period and an interview that will take place at the end of F210.
First-year students can sign up for an independent self-guided Canvas module to cover BUS F-255 content before sitting for a placement exam to be eligible to enroll in BUS-F 210: Investment Banking. A link to register for the placement exam coming soon.
Students wanting to take BUS-F 210 must also have the following reflected on the academic record beginning fall semester of their second year:
- Completion of all first-year ICore pre-requisites with a grade of B or higher
- 3.50 cumulative GPA at start of fall semester
- 30 completed credit hours
- Admitted Kelley School of Business student
Only second-year students admitted to BUS-F 210: Investment Banking in the fall semester are eligible to apply to the Investment Banking Workshop.
Decisions will be communicated to students around mid-December.
The PEW and IBW are both a part of the broader Investment Banking Network, encompassing over 1,600+ current students and Wallstreet alumni. The PEW and IBW will primarily focus on buy-side and sell-side training, respectively. Once admitted to either workshop, a student may switch from the PEW to the IBW (or vice versa) via a formal interview process with faculty leadership of both programs. A student can only be in one workshop.
If you are not in the PEW but have a question, interview, or anything else relating to the buy-side, please feel free to contact any student or professor in the PEW. Students and professors in the program are happy and eager to help anyone interested in breaking into the buy-side industry.
Highly Recommended Course
- BUS-F 100: Introduction to Financial and Real Estate Careers (3 credits); first-year
- Taking the financial accounting course as early as possible is also recommended.
Canvas Module on Introduction to Corporate Finance. Link requesting access to Canvas site coming soon.
Required Pre-Placement Exam Course/Content
- Placement Exam, based on the material in F255/Canvas Module, will be required in the second week of the fall semester for those students interested in taking F210.
Required Pre-Workshop Courses
- BUS-F 210: Investment Banking & Capital Markets (1.5 credits); fall of second year
- BY INVITATION ONLY – see “Who can apply?” accordion for information on requirements
Workshop Courses
- BUS-F TBD: Private Equity Workshop I (1.5 credits); spring of second year
- BUS-F TBD: Private Equity Workshop II (1.5 credits); fall of third year
Workshop Time Commitment
While students are not expected to have any experience in the financial services industry, they should demonstrate a passion for accounting, finance, and the financial markets. The Private Equity Workshop, in collaboration with the Investment Banking Workshop and broader Investment Banking Network, will place students in private equity, private credit, growth equity, venture capital, investment banking, and more. Once admitted to the workshop, students should prioritize workshop activities, including helping their peers inside and outside the workshop. While we expect students to apply to multiple Kelley workshops, students may only be a part of one workshop in Kelley. To be in good standing in the workshop, a member must commit to attending any required meetings and networking sessions with alumni and employers within the field.