Master of Finance Capstone Project 2018
Timeline
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May 13, 2018Experience start
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June 2, 2018Kickoff meeting complete
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July 16, 2018Progress presentations to Capstone class
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August 20, 2018Merage-only summary presentations
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August 24, 2018Company presentations complete
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August 27, 2018Submit feedback survey for company and peer evaluations
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August 28, 2018Experience end
Timeline
-
May 13, 2018Experience start
-
June 2, 2018Kickoff meeting complete
Meeting between students and organization to confirm: project scope, communication styles, and important dates.
-
July 16, 2018Progress presentations to Capstone class
Team presentations on project progress. Each team presentation is limited to 15 minutes.
-
August 20, 2018Merage-only summary presentations
All teams present to Merage faculty, staff, and select students. Limit presentations to 15 minutes each and remove confidential information.
-
August 24, 2018Company presentations complete
Company presentations completed. It is recommended that presentations be scheduled for the week of 8/20/18.
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August 27, 2018Submit feedback survey for company and peer evaluations
Submit feedback survey for company and peer evaluations in order to receive final letter grade for capstone course.
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August 28, 2018Final presentations and deliverables submitted to company representatives.
Final presentations and deliverables submitted to company representatives.
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August 28, 2018Experience end
Experience scope
Categories
Market researchSkills
strategic finance
The Paul Merage School of Business at UCI is looking to partner with a number of organizations in Financial Services or Industry that have a need for project based financial or investment analytics in the design and delivery of their products and services. The partner organizations can provide a valuable educational experience for the graduate students while also receiving helpful project based analysis.
Students
Final presentation with supporting documentation in a report format.
Project timeline
-
May 13, 2018Experience start
-
June 2, 2018Kickoff meeting complete
-
July 16, 2018Progress presentations to Capstone class
-
August 20, 2018Merage-only summary presentations
-
August 24, 2018Company presentations complete
-
August 27, 2018Submit feedback survey for company and peer evaluations
-
August 28, 2018Experience end
Timeline
-
May 13, 2018Experience start
-
June 2, 2018Kickoff meeting complete
Meeting between students and organization to confirm: project scope, communication styles, and important dates.
-
July 16, 2018Progress presentations to Capstone class
Team presentations on project progress. Each team presentation is limited to 15 minutes.
-
August 20, 2018Merage-only summary presentations
All teams present to Merage faculty, staff, and select students. Limit presentations to 15 minutes each and remove confidential information.
-
August 24, 2018Company presentations complete
Company presentations completed. It is recommended that presentations be scheduled for the week of 8/20/18.
-
August 27, 2018Submit feedback survey for company and peer evaluations
Submit feedback survey for company and peer evaluations in order to receive final letter grade for capstone course.
-
August 28, 2018Final presentations and deliverables submitted to company representatives.
Final presentations and deliverables submitted to company representatives.
-
August 28, 2018Experience end
Project Examples
Requirements
· Tracking and preparing summaries of portfolio performance
· Forecasting equity, currency, and commodity prices
· Designing or evaluating hedging strategies
· Analyzing the performance of hedge funds
· Designing models to implement investment strategies across a range of markets
· Reviewing and summarizing prospect deal sheets
· Developing valuation models for acquisition targets and preparing client presentations
· Evaluating default risk in a credit scoring model for a loan decision
· Analyzing and modeling all aspects of a private equity or venture capital deal
· Analyzing growth prospects through acquisition
· Creating budgets for plant expansion or determining lost cost supply sources
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Timeline
-
May 13, 2018Experience start
-
June 2, 2018Kickoff meeting complete
-
July 16, 2018Progress presentations to Capstone class
-
August 20, 2018Merage-only summary presentations
-
August 24, 2018Company presentations complete
-
August 27, 2018Submit feedback survey for company and peer evaluations
-
August 28, 2018Experience end
Timeline
-
May 13, 2018Experience start
-
June 2, 2018Kickoff meeting complete
Meeting between students and organization to confirm: project scope, communication styles, and important dates.
-
July 16, 2018Progress presentations to Capstone class
Team presentations on project progress. Each team presentation is limited to 15 minutes.
-
August 20, 2018Merage-only summary presentations
All teams present to Merage faculty, staff, and select students. Limit presentations to 15 minutes each and remove confidential information.
-
August 24, 2018Company presentations complete
Company presentations completed. It is recommended that presentations be scheduled for the week of 8/20/18.
-
August 27, 2018Submit feedback survey for company and peer evaluations
Submit feedback survey for company and peer evaluations in order to receive final letter grade for capstone course.
-
August 28, 2018Final presentations and deliverables submitted to company representatives.
Final presentations and deliverables submitted to company representatives.
-
August 28, 2018Experience end