Programme Overview

At UCLAM, we take pride in the unique programmes and events we offer to our members

Finance Bootcamp

This is by far our most popular programme. Spanning 8 weeks throughout term 1, the bootcamp introduces essential accounting, finance, and modelling concepts to our members. It assumes no prior knowledge in the disciple and is designed to spark further interest in finance.

Week 1: Introduction to Finance & Investing

Week 2: CAPM and Modern Portfolio Theory

Week 3: Three Statement Accounting and Financial Ratios

Week 4: Valuation Foundations & Relative Valuation

Week 5: Financial Statements Forecasting and DCF Modeling

Week 6: Qualitative Investment Analysis

Week 7: How to make the perfect investment pitch

Week 8: Stock Pitch Competition (and selection of junior analysts)

The UCLAM Fund

Each week, investment meetings begin with a markets update. Teams present the key events, narratives, and earning releases that drove the market in the past week. These updates are used to inspire new research ideas and inform investment decisions at the fund.

Analysts work together to craft stock pitches based on sound fundamental and quantitative evidence. We conduct bottom-up research to ensure the companies we invest in have quality earnings while taking in consideration macro headwinds or tailwinds. Analysts are also given the opportunity to build and strengthen their modelling skills by producing detailed revenue builds and DCF models.

Recruitment & Networking Events

We have held networking events with buy-side firms including EQT Exeter (top European private equity firm), I Squared Capital (leading infrastructure investor), and Verition (multi-manager hedge fund).

Speaker Events

We regularly invite senior and junior professionals in finance to learn more about the industry and provide exposure for all our members. Past speakers include…

  • Paras Anand (CIO at Artemis Investments & Ex-CIO at Fidelity International APAC)

  • Gianmarco Iannello (Private Equity Principal at KKR)

  • Eleanor Sharkey (Head of International Equities Business Development at Citadel)

  • Ivan Armani (Infrastructure Equity at Intermediate Capital Group)

  • Jean-Philippe Maltais (L/S Credit Portfolio Manager at Palm Lane Capital)

  • Harry Jack (Head of Pan European Equity Research at Schroders)

  • Terry Oh (Head of Global Wealth Management UK & MEA at PIMCO)

  • Kevin Barker (Global Head of Equity Specialists at UBS)

  • Mark Howden (Managing Director & Consumer Specialist at Jefferies)

  • Nathan Cockrell (Co-Director of Research at Lazard Asset Management)

  • Paul Donovan (Global Chief Economist at UBS Wealth Management)

  • Laxmisneha Patlori (Private Equity & Real Estate Analyst at Goldman Sachs)

L/S Equity Analyst Academy

This is a selective programme led by a portfolio manager at a tier 1 hedge fund (>$50bn AUM). Candidates go through 2 weeks of intensive daily training, with the rest of the 10 weeks putting the accounting and modelling skills in practice. At the end of the programme, candidates will have produced a minimum of 3 models and receive tailored feedback on their work.

Alongside the training, candidates are given the opportunity to interview professionals working in private equity, venture capital, hedge funds, equity research, and etc…