1. Total Interviews: 42
(Team F)
Academic Competition Tools and Advanced Candidate
Screening Investment Management Firms
Pre-Class Day 1 Day 2 Day 3 Day 4
Survey: Interviews: Interviews: Interviews: Interviews:
16 Recruiters 6 Recruiters 9 Recruiters 7 Recruiters 5 Recruiters
9 Candidates 6 Candidates 9 Candidates
Jigar Patel Andrew Weisgall Atin Garg Yezhuo Li Zak Schwarzman

2. Day 1
-Ability to proactively
distinguish themselves Front-office candidates
-Training from the competition -Co-creation (candidates
courses(TrainingTheStre that are seeking jobs in
-Platform (candidate -Showcase their portfolio create content on site)
ets) Financial Services
engagement on the site) and track performance -Automated self-service
-Industry trade groups -Matchmaking (data -Automated job matching -Community/Network
(i.e. CFA) mining/parsing, NLP) (saves time by not having -Financial Institutions
-Executive search firms -Candidate Ranking to search/apply for jobs) -Executive search firms
-Dedicated personal
(provide fit/personality (portfolio performance) (headhunters)
-Better evaluation of assistance (initially)
assessment, -Self-service (in long run)
candidates (based on Hedge Fund,
complements our meritocracy vs. brand)
technical assessment) Mutual Fund,
-Deeper insight into Sell-side Research,
-LinkedIn (extract user candidates' investment
Investment Banking,
profile data) search/thought process
-Student clubs and Financial Advisory Firms,
-Virtual trading -Cost-efficient solution
-Intellectual (matching (headhunters charge 50k+ university career centers Pension/Insurance
platforms (i.e. Covestor,
algorithm) per hire) -Online communities Funds,
Estimize) Family Offices,
-eFinancialCareers and -Human (sales force, -Save time through -Educational sites/blogs
developers, engineers) automated matching Endowment Funds,
other job board sites Private Equity,
-Quality of candidates (employers only need to -Sales force
-Quantity of jobs available post a job description) -Industry Conferences Venture Capital
Fixed:
-Website hosting & maintenance
-Salaries (developer)
-Freemium (job analytics; -Tiered subscription fee (recurring)
Variable: stats on other candidates) -Commission Fee (per successful hire)
-Sales force commission

3. Takeaways (Day 1)
• CS: Narrowed focus of financial firms
• CS: Added Educational Institution as a new customer
• RS: Can’t charge students/candidates to use the system
• RS: Subscription model for large firms and headhunters
• RS: Commission fee for small firms w/ ad hoc hiring
• RS: Firms would pay for a product that made
screening/filtering candidates faster and more accurate
• VP: ~100% of fundamental hedge funds use stock pitches to
evaluate candidates
• VP: Thought process behind a stock pitch > Performance
• New Tests: Stock pitch competitions / application platform

4. Day 2
-proactively distinguish
themselves from the -Co-creation (candidates
competition create content on site) Front-office candidates
-Showcase their portfolio -Automated self-service that are seeking jobs in
and track performance -Community/Network Financial Services
-Platform (candidate -Automated job matching
engagement on the site) (saves time) -Dedicated personal
-Training courses -Matchmaking -Greater access assistance (initially) -Financial Institutions
-Industry trade groups -Candidate Ranking -Executive search firms
-Better evaluation -Self-service (in long run)
-Executive search firms (headhunters)
-Deeper insight earlier in Hedge Fund,
-LinkedIn -Cross promotions
the interview process Mutual Fund,
-Virtual trading
-Cost-efficient Sell-side Research,
platforms (i.e. Covestor, -Save time Investment Banking,
Estimize) -Surfaces non- Financial Advisory Firms,
-eFinancialCareers and -Student clubs and
traditional hires Pension/Insurance Funds,
other job board sites -Eliminates unqualified
university career centers Family Offices,
-Yahoo! Finance -Intellectual -Online communities
candidates Endowment Funds,
-sales force -Educational sites/blogs Private Equity,
-engineers -Virtual Competitions Venture Capital
-candidates
-available jobs -Sales force
-Customer referrals -Industry Conferences Educational Institutions
-Relationships
-Direct targeting
Fixed: Affiliate Marketing
-Website hosting & maintenance
-Salaries (developer)
-Freemium (job analytics; -Tiered subscription fee (recurring)
Variable: stats on other candidates) -Commission Fee (per successful hire)
-Sales force commission

5. Takeaways (Day 2)
• Hypothesis:
– Firms would recruit investment professionals using an online platform
– They would find automatic matching and ranking valuable
• Experiments:
– Interviewed (and surveyed) portfolio managers, analysts, and head of recruiting at investment
firms as well as Executive Search Firms
• Results:
– Only active job seekers will contribute content; better candidates already employed
– Insight into investment approach more valuable than portfolio performance
– Firms skeptical in the matchmaking ability; but consider manual search a pain point
– Most firms only target top schools/firms; some find it sufficient, others feel that candidates are
not well prepared or arrogant
– Online tool not useful for hiring experienced candidates (mostly relationship driven)
• Iterate:
– Is a virtual pitch competition platform more valuable?
• Will it produce better candidates?
• Will it provide more granular evaluation criteria (qualitative data on candidate’s thought process and ability to pitch a
stock)?
– Is a video pitch more valuable than written pitch?

6. Day 3
-Mgmt / organization -Personal assistance
-Online platform for competitions -Co-creation (candidates
-Training courses -Matchmaking -Help promote students create content on site) Universities / student
-Industry trade groups -Candidate Ranking -Management of -Automated self-service organizations
-Executive search firms -Competition mgmt investment ideas -Community/Network
-LinkedIn -Granular evaluation of -Standout from crowd / -Platform
-Yahoo! Finance content matching -Personal assistance
-Candidate filtering -Saves time Students / Candidates
-Universities / student
organizations -Crowd-sourced -Cross promotions
-Video service investment ideas
-Access to qualified Investment firms
candidates Executive Search Firms
-Intellectual (algo) -Deeper insight -Sales force
-Sales force & -Mgmt of investment -Web or email
engineers pitch competition
-Participants -Automated filtering -Web or email Educational
-Job listings -Sales force Institutions
-Customer referrals -Industry conferences
-Relationships
-Direct targeting -Site participants
-Competitions
Fixed:
-Website hosting & maintenance
-Salaries (developer)
-Video service Subscription / license Freemium
Variable: Subscription / license
-Sales & marketing Affiliate marketing
Commission

7. Takeaways (Day 3)
• Hypothesis:
– There is demand for an online competition management system among b-schools
– Investment firms want pitch data on student pitches for recruiting and investment
decisions
– Investment firms want short videos of student pitches for recruiting
• Experiments:
– Interviewed portfolio managers, analysts, and head of recruiting at investment firms
– Interviewed student club presidents at top 10 business schools
• Results:
– There is clear demand for an online competition management system from students
– Investment firms find student pitches and videos useful for recruiting
– Firms skeptical about the value of crowd sourced pitch data
• Iterate:
– Reach out to school administrators and student club presidents
– Reach out to non-investment focused clubs/organizations

8. Day 4
-Mgmt / organization -Personal assistance
for competitions
-Online platform -Help promote students -Co-creation (candidates Universities / student
-Industry trade groups -Competition mgmt create content on site) organizations
-LinkedIn -Granular evaluation of -Management of -Automated self-service
-Yahoo! Finance content investment ideas -Platform
-Universities / student -Candidate filtering -Standout from crowd /
organizations matching Students / Candidates
-Personal assistance
-Video service -Integrate recruitment
-Investment firms and pitches competition
-Pitch archive
Investment firms
Executive Search Firms
-Crowd-sourced -Sales force
-Intellectual: algo & data investment ideas -Web
-Sales force & engineers -Access to qualified
-Participants candidates -Web
-Relationships -Deeper insight
-Competitions -Mgmt of investment -Sales force
-Judges pitch competitions -Site participants
Fixed:
-Website hosting & maintenance
-Salaries (developer)
-Video service Subscription / license Freemium
Variable:
-Sales & marketing Subscription / license

9. Takeaways (Day 4)
• Hypothesis:
– The competition platform can be applied to other verticals, not just finance
– Organizers want better competition management system
• Experiments:
– Talk to recruiters at various firms
– Talk to student club presidents and competition organizers to see if they’d use it
• Results:
– No student clubs use online competition systems – most people use email
– Club presidents would love to have a management tool
– Participants might be concerned about using their data for recruiting
– Video pitches might be useful but not necessary
• Iterate:
– Keep on truckin’
– Stay hungry, stay foolish!

10. Day 5
-Mgmt / organization -Personal assistance
for competitions
-Online platform -Help promote students -Co-creation (candidates Universities / student
-Industry trade groups -Competition mgmt create content on site) organizations
-LinkedIn -Granular evaluation of -Management of -Automated self-service
-Yahoo! Finance content investment ideas -Platform
-Universities / student -Candidate filtering competition content
organizations -Standout from crowd Students / Candidates
-Personal assistance
-Video service -Integrate recruitment
-Investment firms and pitch competition
-Pitch Content archive
Investment Financial
firms
-Target relevant -Sales force
-Intellectual: algo & data Executive Search Firms
candidates -Web
-Sales force & engineers Consulting Firms
-Access to qualified
-Participants Law Firms
candidates -Web
-Relationships -Deeper insight
-Competitions -Mgmt of investment -Sales force
-Judges pitch competitions -Site participants
Fixed:
-Website hosting & maintenance
-Web Development
-Salaries (developer) Subscription / license Freemium
-Video service
Variable: Subscription / license
-Sales & marketing

11. Students Ecosystem
Competition
Universities
Platform
Student
Clubs
Candidate
Data
Employers

12. Channels Students (Freemium)
Student Clubs ( up to $1000
Social
/ year)
Commerce
Dedicated Universities (up to $25K /
E-Commerce year)
Direct Sales Consulting Firms ($50K /
Year or $10K / hire)
Financial Firms ($50K / Year
or $10K / hire)

13. Competitive Landscape
Competition
Company Description Hiring? Finance Focus? White Label?
Mgmt?
Academic competition management and recruitment
Influential Investor
platform. ✔ ✔ ✔ ✔
Wizehive Competition software for branded web contests. ✔ ✗ ✗ ✔
Skild
Software service to run awards, prizes and contest
promotions.
✔ ✗ ✗ ✔
ChallengePost allows organizations to challenge the
ChallengePost
public to solve big problems through competitions. ✔ ✗ ✗ ✗
Monster Leading job posting site ✗ ✔ − ✔
LinkedIn Professional social network ✗ ✔ − ✗
eFinancialCareers Job posting site targeting finance industry. ✗ ✔ ✔ ✔
Skipso Solutions Versatile contest management tool. ✔ ✗ − ✗
Database of professionally-submitted investment ideas
SumZero
with a recruitment platform on top. ✗ ✔ ✔ ✗
OneWire Finance-focused recruitment platform. ✗ ✔ ✗ ✔
Bloomberg Finance news and job board. ✗ ✔ ✔ ✗
ValueInvestorsClub A investment idea community. ✗ ✔ ✔ ✔

14. Archetype
John Jane
Industry MBA student Finance
Title Investment Management Club President Hedge Fund Portfolio Manager
Age 29 38
Sex Male Female
Income $0 $1,400,000
Motivation -Wants a job at a hedge fund after -Wants a new investment analyst
graduation -Is tired of interviewing students that look
-Is extremely busy and wants software to good on paper but don’t have great
run a pitch competition for his club investment ideas
-is willing to sponsor a competition to find
the best candidates

15. Market Size
Total Available Market
$15 billion • # of entry level finance hires in
U.S. per year * cost per hire
$6 billion Served Available Market
• MBAs as % of entry level
finance * TAM
$1 billion Target Market
• Assumption: Top 100 Business
Schools

16. Demo
www.InfluentialInvestor.com