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Greta Larson, Associate Director, Private Equity Program

Elizabeth Gao `17 – Fellows Program Participant (Apr. 12)

Venika Kapur `17 – Fellows Program Participant (Mar. 22)

Brett Lacher `17 – Fellows Program Participant (Mar. 22)

Fulya Tuncer `17 – Fellows Program Participant (Apr. 4)

Columbia Business SchoolPrivate Equity Fellows ProgramClass of 2018

Information Session

The Private Equity Program serves as the Business School’s primary point of contact with

the private equity industry, unifying students, alumni, and the business community into a

single network. Industry relationships developed and deepened by the Program enable the

Business School and Columbia University to collaborate on private equity related initiatives.

Private Equity Program 1.0 (2007-2009)

Private Equity program founded with support of the Dean’s Office

Greta Larson joins Program as Assistant Director

Advisory Board is formed

Database of “Friends of the Private Equity Program” is created with 1,000 names

Program assists PEVC Club with 15th

Annual Student Conference

Private Equity Program 2.0 (2010-2012)

Alumni outreach through Private Equity offerings at Columbia in partnership with corporate sponsorsDonna M. Hitscherich joins as Director

Launch of alumni series with Alston & Bird

EY joins as exclusive accounting firm sponsor of the Inaugural Deal Camp

KKR begins sponsorship of Deal Camp

Inaugural newsletter reaches 3,000 alumni and friends of the Program

Private Equity Program 2.5(2013-2014)

Fellows Program and development of research and publications with Columbia faculty and CaseWorksSAP Americas makes landmark gift to Program

Margaret Cannella joins to establish the Fellows Program

CaseWorks publications and WSJ and Financial Times features

Newsletter reaches 4,000 friends of the Program

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The Fellows Program is part of the overall work of the PE Program which has been working on alumni engagement since its founding in 2007

Private Equity Program Selected Key Dates Since Founding

Private Equity Fellows ProgramSelect Job Placements

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Fall 2016 Schedule

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Private Equity Fellows Program 2016Video

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http://www8.gsb.columbia.edu/video/videos/private-equity-fellows-program

What is the PE Fellows Program?

• Join the Fellows network that includes previous Fellows and Mentors

• Fellows Program helps facilitate peer support in a difficult industry to join

• Program resume booksent to PE recruiters

• Job opportunities are shared with fellows from former participants and mentors

• Sessions include dealdiscussions with top firms such as Carlyle, TPG, General Atlantic, and panels at strategic points of the second year that help facilitate job searches

• Session discussions moderated by seasoned alumni professionals

• 107 Alumni Mentors which are assigned based upon interest and personality

• Program staff available for consulting and advice

Mentorship

WeeklySessions/

Case Studies

Networking/ Community

Job Search

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Why the Private Equity Fellows Program? 1. Build a Life-Long Network, Make Connections

● Develop job search strategy with alumni mentors ● Socialize with fellow students and recent grads with common career goals

● Learn from and network with industry leaders at Fellows Program and Private Equity Program events

● Become part of the Fellows Program alumni network upon graduation

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Why the Private Equity Fellows Program?2. Practical and Hands-on Industry expertise

● Actively participate in case studies led by seasoned industry professionals

● Interact with recent alumni as they describe the deals they have worked on and their roles within deal teams

● Engage in case writing/technical notes -depending on willingness and availability/ need for skill-building

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Why the Private Equity Fellows Program?3. Prepare a Successful Job Search

● Enrich your contact list● Benefit from fellows-specific recruitment● Get your resume interview-ready● Engage in practice interviews/ technical training

● Close your job search successfully

●The PE Search process is an “Enterprise” process, and the Fellows Program is designed to make a lonely endeavor less lonely!

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Who is right for the Program?1. Selection Criteria

● “2+2” experience and other valuable deal experience

● Grades, core courses● Recommendations, two faculty members ●Examination, LBO modeling● Interviews● Essay/ cover letter (see application for details on topic)

● Demonstrated evidence of interest, enthusiasm and dedication to the industry

●Only 25-30 will be admitted

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APPLY HERE: https://columbia.az1.qualtrics.com/SE/?SID=SV_86XY8eSdg3vJDOl

What are we looking for?

●High employment potential●Self Motivated●Thinks “outside the box”●Willing to help other students in the Program●Shows commitment and passion for the industry ●Gives back to the Program in time, energy and expertise

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2018 PE Fellows Program Application Process Key Dates

March 22, April 4, April 12, 2017 – Fellows Program Overview SessionsStage 1:● April 28 - Resume in PDF format, Essay; responses to essay questions, and

form submission due● May 1 – Each candidate must have two faculty recommenders, those

recommendations are submitted via a survey link: https://columbia.az1.qualtrics.com/SE/?SID=SV_3PplZvrwEK4LYyN

Stage 2: ● May 4 - Announcement of those selected to move on to LBO models test; ● May 5-10 – LBO Model test will be administered on campus; times to be

arranged and announced with notifications.

Stage 3: ● May 12 - Announcement of those to move on to last stage of candidate

interviews. Interview times will be arranged in person and/or and via Skype where necessary.

● June 2 – Announcements of Fellows will be announced. Mentors will be assigned and and orientation webinar will be held in mid-June.

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2018 PE Fellows ProgramApplication Deadlines and Deliverables

Date due DeliverableApril 28 Application form Submit online via link:

https://columbia.az1.qualtrics.com/SE/?SID=SV_86XY8eSdg3vJDOl

April 28 Resume in PDF format Send PDF to PEP@gsb.columbia.edu

April 28 Responses to essay questions

Send to PEP@gsb.columbia.edu

May 1 Two facultyrecommendations

Professors must submit via link: https://columbia.az1.qualtrics.com/SE/?SID=SV_3PplZvrwEK4LYyNIt is your responsibility to share the link provided on the application form with your professors

May 5-10 LBO model test administered

Model test will be offered at a few times that will be announced. The test will be offered on campus.

May 12 - Finalists to be announced; May 12-26 - Interviews to be held with finalists

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LBO MODEL GRADING RUBRIC

LBO Filled Out Sensitivity Tables Credit Statistics Transaction Overview Sources & Uses of Cash Financial Statements Debt PaydownSchedule

Max Level Interest Calculations Interest Floor Bullet Repayment

Balanced Balance Sheet Goodwill Cash & ST Inv.Equity Section

Basics Debt Analysis Adjustments

Agreement upon acceptance to Fellows Program

Each semester of the Fellows Program, expectations will be provided in a contract and each student will be asked to review and sign.

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Columbia Business School Private Equity Program Mentors

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Tracy Bahl `04 CVS CaremarkScott Bartnick `15 ClearSky Power & Technology FundLuca Bassi `00 Bain Capital, Inc.Jonathan Bean `94 Hampden Insurance PartnersAnja Bickelmaier `11 Quadriga CapitalDavid Blechman `00 New State Capital PartnersDavid Bovenizer `94 Lionheart Industrial Group LLCPeter Burns `92 Commonfund Capital, Inc.Patrick Carey `11 Jacobs Asset Management, LLCKevin Chan `97 SEAVI Advent Private EquityJason Chatterjee `11 Sycamore PartnersMichael Cody `76 RaytheonAditya Dabas `15 Grey Mountain PartnersDavid De Leeuw `69 Lion Chemical CapitalMarc de Saint Phalle `94 Formerly Bessemer TrustFilippo de Vecchi `95 Advent International (Shanghai)Adam Deutsch `14 River Hollow PartnersJohn Donlon `74 RBS Business CapitalMark Dzialga `90 General Atlantic, LLCConner Esworthy `14 Quartet HealthAlexander Funk `15 Palladium Equity PartnersMichael Gatto `93 Silver Point CapitalMichael Genereux `95 PJT PartnersAdam Glucksman `03 The Carlyle GroupJoshua Goldman `12 One Rock Capital PartnersAndrea Goren `94 SG PhoenixStewart Gross `87 Lightyear Capital LLCMark Hallock `82 M2O Private Fund Advisors, LLCScott Hauser `15 OMERS Private EquityStephen Hickey `87 CVC Credit PartnersSteve Houston `92 Stifel FinancialAndrew Joyner `13 CPPIBChristian Kallen `07 Hamilton LaneMatthew Kever `15 HIG CapitalChristopher Kirsten `82 Moelis & CompanyRobert Knibb `83 Arlington Capital PartnersClaudio La Rosa `15 Rhône GroupAshley Larson `11 Revolution Growth

Jeffrey Lipsitz `89 Cortec GroupRobert Liptak `99 Clarus Ventures, LLCLing Liu `98 Cathay Capital HoldingsMichael Livanos `08 Stellex Capital ManagementRahul Lulla `12 3i GroupTed Maa `12 Pine Brook PartnersCourtney Mee `15 J.P. Morgan Chase & CompanySigne Michel `12 PermiraJeffrey Mizrahi `09 Sand Oak CapitalGregory Morzano `94 Old Ironsides Energy, LLCLauren Mulholland `12 Monomoy Capital PartnersJacopo Nadal `13 Insight EquityKevin Nee `92 Covariance Capital ManagementPeter Nelson `85 Nautic PartnersOvunc Okyay `10 IIG Istanbul Investment GroupAnatoliy Otchkovskiy `14 Hudson Advisors/Lone Star FundsTommaso Pizzi `10 IDEA Capital Funds SGRBharath Rajagopalan `15 Partners GroupAdam Reinmann `04 Wendel North AmericaJesus Rueda Molins `15 Apax Partners, Inc.Elijah Schachter `99 Point One Percent, LLCAndrew Schiff `00 Aisling CapitalJonathan Schilowitz `12 MFG PartnersLouis-Marie Schmitlin `15 CDP Capital (CDPQ)Laurie Shahon `76 Wilton Capital GroupTom Shattan `78 Shattan Mendel EnterprisesSebastian Shea `10 G Square Healthcare Private Equity LLPAndres Small `12 Partners Group (USA) Inc.Christopher Snyder `12 Uni-World CapitalAlexander Somers `15 Arrowpoint PartnersScott Spielvogel (HBS!) One Rock Capital Partners, LLCJulian Thomas `09 Brookfield Asset ManagementPablo Thompson `15 Devon InversionesTod Trabocco `02 Kayne Anderson Capital AdvisorsLouis Wells `97 Drivetrain Advisors LLCAlan Wilkinson `84 AEA InvestorsJason Winsten `13 RUBICON Technology PartnersArnold Ziegel `69 Mountain Mentors Associates

EMBA Participants

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- Experienced PE industry professionals in EMBA are asked

to join the sessions and networking events

- EMBA participants are not assigned mentors

- EMBA students are not required to apply formally, and will

be invited based upon resume and interview

- Application survey will not work for EMBAs. Interviews will be held in June by appointment. Contact the Program (pep@gsb.columbia.edu) for more information, include your resume and we will review the possibility of your candidacy.

Contact Information

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Send application materials to:pep@gsb.columbia.edu

_________________________Fellows Program Contact:

Greta LarsonAssociate Director212-854-7989gl2304@gsb.columbia.edu

Visit the Fellows Program web site: www.gsb.columbia.edu/privateequity/fellows

Follow the Program on Twitterhttps://twitter.com/cbspe