• Skip to Content

Kelley School of Business Indiana University Bloomington
  • Undergraduate Programs
    • Bloomington Undergraduate Program
    • Indianapolis Undergraduate Program
  • Graduate Programs
    • Full-Time +Flex MBA
    • Kelley Direct Online MBA
    • Evening MBA
    • Physician MBA
    • Online Master's Degrees & Certificates
    • Specialized Masters
    • 3/2 MBA
    • Graduate Accounting Indianapolis
    • MS in Accounting with Data and Analytics
    • MS in the Business of Biotech and Life Sciences
    • MS in Finance
    • MS in Healthcare Management
    • MS in Information Systems
    • MS in Management
    • Kelley Direct Online EDBA
    • International Programs
  • Faculty, Research & PhD
    • Research & Publications
    • Faculty Directory
    • Departments & Majors
    • Centers & Institutes
    • Behavioral Lab
    • Courses
    • PhD
  • Executive Education
    • Custom Programs
    • Degree Partnerships
    • Student Resources
    • Case Studies
    • Professional Development
    • Meet Us
  • Recruiters
    • Graduate Career Services
    • Undergraduate Career Services
    • Indianapolis Career Services
    • Alumni Career Resources
    • Corporate & Foundation Relations
    • Indianapolis Corporate & Foundation Relations
  • Alumni
    • Who We Are
    • Get Involved
    • Career & Professional Development
    • Awards
    • Alumni Legacies
    • Events
    • Giving
    • Contact Us
  • Why Kelley?
    • Dean's Welcome
    • Administration
    • Kelley Women
    • School Profile
    • History
    • Bloomington Campus
    • Indianapolis Campus
    • Contact
    • Directory
    • Social Media Directory
    • Rankings
  • More
    • Centers & Institutes
    • Directory
    • News & Events
    • Give
    • Kelley Store
Undergraduate
  • Why Kelley?
    • Rankings
    • Global Opportunities
    • Faculty Support
    • Alumni Network
    • Living Learning Center
    • Career Services
    • Social Impact
  • Admissions
    • Direct Admission
    • Pre-Business
    • Transfer Students
    • International Students
    • Visit Kelley
    • Virtual Tour
  • Academics
    • Bachelor of Science in Business
    • Business Minors & Certificates
    • Joint Degrees
    • Learning Goals
    • Workshops
    • Study Abroad
    • Business Honors
    • Academic Advising
  • Scholarships
    • Scholarships for Direct Admit First-Year Students
    • External Scholarship List
    • Additional Financial Resources
    • Scholarships for Current Kelley Students
    • Scholarships for Prebusiness Students and Transfer Students
  • Student Life
    • KelleyWell
    • Student Organizations
    • Signature Events
    • Professional Fraternity Council
    • Kelley Student Government
    • Women's Council
    • REACH
    • Events Calendar
    • Newsletter
  • Pre-College
    • Kelley Sprint Case Competition
    • Women's Leadership Institute
  • Current Students
    • New Student Orientation
    • Degree Requirements
    • Minors Outside of Kelley
    • Enrollment
    • Academic Support
    • Forms & Applications
    • Contact Us
  • Parents
    • Supporting Your Student
    • Academic Resources
    • Career Resources
    • Questions?
Group of young professionals in business attire posing indoors in a spacious, wood-paneled office lobby with large windows.

Investment Banking Workshop

The Investment Banking Workshop, housed within the Center for Financial Services, provides students with experiential learning opportunities, practitioner-oriented education, and direct exposure to financial services firms. The program equips students with the networking, technical, and recruiting skills necessary to secure careers in investment banking and related fields.

  1. Home
  2. Undergraduate
  3. Academics
  4. Workshops
  5. Investment Banking Workshop
  • Bachelor of Science in Business
  • Business Minors & Certificates
  • Joint Degrees
    • Music Business
    • Business Intelligence and Data Science
      • Major Requirements
  • Learning Goals
  • Workshops
  • Study Abroad
  • Business Honors
  • Academic Advising

The Investment Banking Workshop (IBW), directed by David Haeberle, Mark Wegener, Sirdhar Arcot, Al Torabi, and John Wertz, seeks to immerse Kelley’s highest-performing finance and accounting students in the financial services industry.

The Investment Banking Workshop maintains strong relationships with many of the industry’s leading investment banking and principal investment firms, including global full-service banks, elite boutique firms, and middle-market institutions.

Admitted workshop members will complete 9.0 credit hours of coursework over their second, third, and fourth years. Additional professional development opportunities include annual alumni networking events, a case competition, and second-year trips to New York City, Chicago, and San Francisco. Fourth year students also attend a New York City trip to acquaint students with buy-side firms prior to graduation.

During the third year, students focus on financial advisory practices and the development of core technical and professional skills designed to prepare them to excel in junior summer internships. In the fourth year, the curriculum emphasizes advanced sector-specific training and applied experience, enabling students to accelerate their careers well beyond graduation.

Workshop Application and Admission

To be considered for the IBW, students must meet ALL of the following requirements:

  • Be admitted to the Kelley School of Business
  • Have completed at least 24 credit hours; no exceptions 
  • Hold a minimum 3.75 cumulative GPA at the start of the Fall 2026 semester; no exceptions 
  • For students applying in Fall 2026, have completed BUS-A 100 (less than a B  will require+ course permission+)
  • For students applying in Fall 2027, have completed BUS-A 100 (less than a B will require + course permission+)
  • Have completed BUS-F 100  (less than a B  will require +course permission+)
  • Enroll in and complete BUS-F 210 in the Fall semester of second year

The curriculum begins within various finance clubs during the first year, where students are introduced to foundational industry knowledge. Students can prepare for the IBW application process by completing BUS-A 100 (Fall 2026  and Fall 2027 applicants) and BUS-F 100 during their first year, then enrolling in BUS-F 210 in their second year. BUS-F 210 is offered in the first 8 weeks of the Fall semester and is designed to provide students with foundational finance and accounting education, as well as teach them the skills and practices necessary to network and recruit with financial services firms. Please note, students will be considered on a holistic basis, meaning a student will be evaluated on all fronts including technical ability, behavioral skills, communication skills, professionalism, networking ability, and more.

 

A well-rounded applicant will have:

  • Strong first-year grades, especially in relevant subjects such as accounting, math, and other business-related courses. Proficiency in accounting is imperative
  • Finance & accounting double majors are preferred candidates. Single majors in accounting are preferred over finance for both admittance to the IBW and for obtaining employment in the financial services industry
  • Active participation in extracurricular activities, especially those related to
    business or leadership roles
  • A well-crafted application essay that demonstrates the applicant’s passion
    for finance, accounting, and their fit for the IBW program
  • Relevant work experience or internships
  • Demonstrated interest in the financial markets as a perpetual learner with accelerated career goals
  • Strong performance on the behavioral, technical, and markets-based admittance interviews

All students interested in applying to the IBW must meet all requirements listed above and complete the application process while enrolled in BUS-F 210 in the Fall semester of their second year. The application process includes a formal written application and a series of interviews with faculty and alumni.

Workshop Time Commitment

Experience in the financial services industry is helpful, but preferred applicants will have completed a professional internship after their freshman year in any business role, with a preference for accounting roles. Workshop students have enduring interest and passion for accounting, finance, investing, and the financial markets. Once admitted to the IBW, students should prioritize IBW events, classes, activities, and helping their peers develop. These obligations should take precedence over all other clubs and organizational involvements. To be in good standing, a member must commit to attending any required meetings and networking sessions with alumni and employers within the field and attend required classes their second, third, and fourth year prior to graduation.

Workshop Faculty

Sridhar Arcot portrait.

Sridhar Arcot

Co-Director of the Investment Banking Workshop Kelley Finance Faculty
sarcot@iu.edu

Sridhar is a clinical associate professor of finance at the Kelley School of Business. He holds a PhD in Finance from the London School of Economics, United Kingdom. He teaches courses related to corporate finance at Kelley. His research interests are in private equity, venture capital, corporate governance, and corporate finance.

Sridhar's work has been published in the Journal of Financial Economics and the Journal of Business Venturing, among others. In 2015, he was winner of the Syntec Conseil en Management award for best academic paper in the finance/strategy category. Prior to Kelley he taught at ESSEC Business School, France. At ESSEC he taught graduate level courses in corporate financial management and mergers and acquisitions.

David Haeberle portrait.

David Haeberle

Managing Director of the Center for Financial Services & Principal Investment
dhaeberl@iu.edu

David has been a member of the finance faculty at Kelley for 35 years, complemented by more than 40 years of direct experience financing and operating entrepreneurial businesses as a principal investor and lead financial executive.

Haylie Romer portrait

Haylie Romer

Assistant Director of the Center for Financial Services & Principal Investment
hromer@iu.edu

Al Torabi image

Al Torabi

Co-Director of the Investment Banking Workshop Kelley Finance Faculty

Al brings more than 10 years of industry experience, leading buy- and sell-side M&A transactions, corporate strategy engagements, and business development initiatives for private equity firms and Fortune 500 companies. Most recently, he served as an investment banker focused on the industrial and business services sectors.

Mark Wegener portrait.

Mark Wegener

Co-Director of the Investment Banking Workshop Kelley Finance Faculty
mwegene@iu.edu

Mark joined the Kelley faculty in 2024, following a long career in corporate and investment banking, where he managed relationships with Fortune 500 companies and developed an expertise in capital markets, risk management, treasury, and structured finance.

John Wertz photo

John Wertz

Co-Director of the Investment Banking Workshop Kelley Accounting Faculty
jlwertz@iu.edu

John joined the accounting faculty in 2021, following a PhD in Accounting at the University of Washington and several years of professional tax experience with a global public accounting firm in the US and Switzerland. His teaching and research focus on topics at the intersection of financial reporting, regulation, and capital markets.

Executives in Residence

The Executives in Residence are experienced industry professionals who serve as practitioner education instructors and mentors for students in the Investment Banking Workshop and Investment Management Workshop during their sophomore and junior years. Executives in Residence are an integral part of the Center’s focus on practitioner education and experiential learning.

Michael Aft

Michael Aft

Michael is the CEO of Galaxy Service Partners, a national facilities services platform. Prior to Galaxy, Michael spent 14 years working as an investment banker, private equity investor, and operator across the technology, retail, and industrial segments. Michael graduated from Kelley in 2012.

Kete Cockrell

Kete Cockrell

Kete spent more than three decades in investment banking, beginning as a coverage banker focused on media and telecommunications and financial sponsors, and going on to serve over 20 years in senior leadership roles, including group head of high yield and leveraged capital markets at RBC and DLJ/Credit Suisse. Since retiring in 2025, he has focused on giving back through his work with the Investment Banking Workshop at Kelley and as a senior advisor to Painted Porch Advisors, a financial planning firm. Kete graduated from Kelley in 1991.

Hollie Hyslop

Hollie Hyslop

Hollie has over 20 years of professional experience across investment banking, corporate development, financial technology, and nonprofit financial management. She graduated from the Kelley School of Business in 2005.

Mitchell Morris

Mitchell Morris

Mitchell is an investor and operator in the lower middle market, with a particular focus on the consumer industry. He began his career at BDT Capital Partners and Knox Lane, two leading private investment firms. Mitchell is a 2018 graduate of the Kelley School of Business at Indiana University.

Tyler Watkins

Tyler Watkins

Tyler is the managing partner of Kabelin Capital Partners and has more than 10 years of experience leading investments, acquisitions, and strategic transactions across real estate, retail, and media businesses. Tyler began his career in investment banking at Perella Weinberg Partners and graduated from Kelley’s 3/2 MBA program in 2016.

IBW Members

Student headshot for Mahek Acharya

Mahek
Acharya

maacha@iu.edu

Student headshot for Sean Angell

Sean
Angell

seangell@iu.edu

Student headshot for Nitiya Arun

Nitiya
Arun

nitiarun@iu.edu

Student headshot for Sahithi Atluri

Sahithi
Atluri

saatluri@iu.edu

Student headshot for Beatrice Bassi

Beatrice
Bassi

bbassi@iu.edu

Student headshot for Joel Bell

Joel
Bell

joelbell@iu.edu

Student headshot for Greyden Berglund

Greyden
Berglund

gberglun@iu.edu

Student headshot for Riya Bharti

Riya
Bharti

rbharti@iu.edu

Student headshot for William (Will) Bingman

William (Will)
Bingman

wbingman@iu.edu

Student headshot for Jack Bryan

Jack
Bryan

bryanjaa@iu.edu

Student headshot for Alec Burns

Alec
Burns

burnalec@iu.edu

Student headshot for Trystan Busletta

Trystan
Busletta

tbuslett@iu.edu

Student headshot for Lauren Cahalan

Lauren
Cahalan

lscahala@iu.edu

Student headshot for Matthew Carlson

Matthew
Carlson

mwcarlso@iu.edu

Student headshot for Saanvi Challuri

Saanvi
Challuri

schallur@iu.edu

Student headshot for Humza Chaudhri

Humza
Chaudhri

humchaud@iu.edu

Student headshot for Arya Chawla

Arya
Chawla

archaw@iu.edu

Student headshot for Evan Deak

Evan
Deak

evdeak@iu.edu

Student headshot for Sharayu Deo

Sharayu
Deo

deos@iu.edu

Student headshot for Naina Dhawan

Naina
Dhawan

ndhawan@iu.edu

Student headshot for Angad Dhillon

Angad
Dhillon

angdhill@iu.edu

Student headshot for Kaushal Dhumal

Kaushal
Dhumal

kdhumal@iu.edu

Student headshot for Samuel Dietz

Samuel
Dietz

dietzsa@iu.edu

Student headshot for Cole Fitzgerald

Cole
Fitzgerald

colafitz@iu.edu

Student headshot for Owen Fitzgerald

Owen
Fitzgerald

owfitz@iu.edu

Student headshot for Elon Fruman

Elon
Fruman

ebfruman@iu.edu

Student headshot for Kent Fujita

Kent
Fujita

kefujita@iu.edu

Student headshot for Isaac Gregorie

Isaac
Gregorie

imgregor@iu.edu

Student headshot for Julia Gregory

Julia
Gregory

jugregor@iu.edu

Student headshot for Aditya Gupta

Aditya
Gupta

ag83@iu.edu

Student headshot for Eric Ha

Eric
Ha

eriha@iu.edu

Student headshot for Aidan Halloran

Aidan
Halloran

ahallor@iu.edu

Student headshot for Hugh Hancock

Hugh
Hancock

hughanco@iu.edu

Student headshot for Sydney Hense

Sydney
Hense

sghense@iu.edu

Student headshot for Presley Hilleboe

Presley
Hilleboe

pahilleb@iu.edu

Student headshot for Braden Holdsworth

Braden
Holdsworth

bholdswo@iu.edu

Student headshot for Lauren Hutzelman

Lauren
Hutzelman

lhutzelm@iu.edu

Student headshot for AJ Jacob

AJ
Jacob

ajjaco@iu.edu

Student headshot for Dhruv Kalsi

Dhruv
Kalsi

dkalsi@iu.edu

Student headshot for Srihitha Kanamatareddy

Srihitha
Kanamatareddy

srkanama@iu.edu

Student headshot for Eric Kantorovich

Eric
Kantorovich

ekantoro@iu.edu

Student headshot for David Keene

David
Keene

davkeene@iu.edu

Student headshot for Raghav Khandelwal

Raghav
Khandelwal

rkhande@iu.edu

Student headshot for Bryce Kojac

Bryce
Kojac

bkojac@iu.edu

Student headshot for Anay Kondapelli

Anay
Kondapelli

akondape@iu.edu

Student headshot for Katherine (Katie Jane) Kopecky

Katherine (Katie Jane)
Kopecky

kjkopeck@iu.edu

Student headshot for Sanviti Kumar

Sanviti
Kumar

sk199@iu.edu

Student headshot for Andrew Lai

Andrew
Lai

andrlai@iu.edu

Student headshot for Lance Lavery

Lance
Lavery

ltlavery@iu.edu

Student headshot for Maggie Ledwith

Maggie
Ledwith

mkledwit@iu.edu

Student headshot for Alice Liu

Alice
Liu

ali15@iu.edu

Student headshot for Evaan Luthra

Evaan
Luthra

evluthra@iu.edu

Student headshot for Kavya Madhavan

Kavya
Madhavan

kmadhav@iu.edu

Student headshot for Owen Marietta

Owen
Marietta

omariett@iu.edu

Student headshot for Judy Marsh

Judy
Marsh

judymars@iu.edu

Student headshot for Hayden McDougal

Hayden
McDougal

hayamcdo@iu.edu

Student headshot for Armon Meinstein

Armon
Meinstein

ameinste@iu.edu

Student headshot for Colin Miller

Colin
Miller

cm151@iu.edu

Student headshot for Easton Miller

Easton
Miller

eastmill@iu.edu

Student headshot for Nikhil Nain

Nikhil
Nain

nikhnain@iu.edu

Student headshot for Anuhya Nedunuri

Anuhya
Nedunuri

annedun@iu.edu

Student headshot for Ryan Novick

Ryan
Novick

rhnovick@iu.edu

Student headshot for Lucas Opdycke

Lucas
Opdycke

lopdycke@iu.edu

Student headshot for Sravya Oruganti

Sravya
Oruganti

ssorugan@iu.edu

Student headshot for Kaushik Padmanabhan

Kaushik
Padmanabhan

kmpadman@iu.edu

Student headshot for Sid Parvatrao

Sid
Parvatrao

sparvatr@iu.edu

Student headshot for Khyle Patel

Khyle
Patel

patelkhy@iu.edu

Student headshot for Raina Patel

Raina
Patel

rapate@iu.edu

Student headshot for Ava Patelsky

Ava
Patelsky

avapatel@iu.edu

Student headshot for Cora Patelsky

Cora
Patelsky

copate@iu.edu

Student headshot for Ryan Perdue

Ryan
Perdue

ryperdue@iu.edu

Student headshot for Abhigeetha Periyasamy

Abhigeetha
Periyasamy

aperiyas@iu.edu

Student headshot for Jack Perry

Jack
Perry

jp178@iu.edu

Student headshot for Meghana Prathipati

Meghana
Prathipati

mprathi@iu.edu

Student headshot for Medha Pullannagari

Medha
Pullannagari

mpullann@iu.edu

Student headshot for Sean Puthenchira

Sean
Puthenchira

sputhenc@iu.edu

Student headshot for Aiden Puthenveetil

Aiden
Puthenveetil

aputhen@iu.edu

Student headshot for Liam Ray

Liam
Ray

liamray@iu.edu

Student headshot for Isabelle Robert

Isabelle
Robert

robertic@iu.edu

Student headshot for Roman Rosenberg

Roman
Rosenberg

rvrosenb@iu.edu

Student headshot for Natalia Ryszka

Natalia
Ryszka

nryszka@iu.edu

Student headshot for Rossteen Sanaei

Rossteen
Sanaei

rsanaei@iu.edu

Student headshot for Hansini Sattineni

Hansini
Sattineni

hsattin@iu.edu

Student headshot for Aditya Sengupta

Aditya
Sengupta

adiseng@iu.edu

Student headshot for Samyak Shah

Samyak
Shah

samyshah@iu.edu

Student headshot for Arnav Sharma

Arnav
Sharma

arnshar@iu.edu

Student headshot for William Sharp

William
Sharp

wpsharp@iu.edu

Student headshot for Guhan Sivakumar

Guhan
Sivakumar

gusiva@iu.edu

Student headshot for Matt Stone

Matt
Stone

stoneml@iu.edu

Student headshot for Jack Tolk

Jack
Tolk

jacktolk@iu.edu

Student headshot for Anthony Tomaska

Anthony
Tomaska

atomaska@iu.edu

Student headshot for Benjamin Van Bell

Benjamin
Van Bell

bvanbell@iu.edu

Student headshot for Judson Vann

Judson
Vann

judvann@iu.edu

Student headshot for Raahul Venkatesan

Raahul
Venkatesan

venkater@iu.edu

Student headshot for Shreya Viswanathan

Shreya
Viswanathan

ssviswan@iu.edu

Student headshot for Vivek von Heimburg

Vivek
von Heimburg

vvonhei@iu.edu

Student headshot for Adam Weber

Adam
Weber

adwebe@iu.edu

Student headshot for William Zeiler

William
Zeiler

wizeiler@iu.edu

Student headshot for Ruihan Zhu

Ruihan
Zhu

ruihzhu@iu.edu

Student headshot for Evan Ziegler

Evan
Ziegler

eziegle@iu.edu

Social media

  • Facebook for the Kelley School of Business Full-Time MBA Program
  • Twitter for the Kelley School of Business
  • Linkedin for the Kelley School of Business Full-Time MBA Program
  • Blog for the Kelley School of Business Full-Time MBA Program
  • Instagram for the Kelley School of Business Full-Time MBA Program
  • Youtube for the Kelley School of Business Full-Time MBA Program
  • Accessibility
  • College Scorecard
  • Transferability Between Campuses
  • Privacy Notice
  • Copyright © 2026 The Trustees of Indiana University