Loyola University Chicago

 

 

 

 

 

 

 


Members

John Thomas Wong, CM&AA

Former President

MBA Alumni 07

Mr. Wong has been a significant factor in the initiation and founding of the Investment Banking & Financial Markets Club.  Mr. Wong studied chemical engineering at The Ohio State University through his 3rd year when he decided he wanted to change careers to finance.  His best course of action was to finish undergrad with a chemistry degree and launch his investment banking career by pursuing his MBA in finance and accounting at Loyola University Chicago.  During his first year of business school, he worked at Morgan Stanley where he developed a broad understanding of the financial markets.  He gained exposure to both equity & debt, derivatives, funds, IPO's, and interactions with clients.  He resigned from Morgan Stanley to focus on the initiation of the Investment Banking & Financial Markets Club.  He immediately contacted the Finance Department and the Business Career Center to give them the proposal.  After drawing up a strategic plan, John began establishing the website, contacting executives, and writing up financial modeling & valuation problems.  He strategically designed the constitution and by-laws of the organization so that members would have the highest probability of landing their targeted career.  He believes that by conducting informational interviews with executives, not only are we retrieving invaluable insight, we are getting our foot in the door.  The promotions within the club that are contingent on activities or job placements create an opportunity for members to bring added value to their future interviews.  Mr. Wong is a CFA candidate preparing for the Level 3 exam in June 2008.  Mr. Wong holds the Certified Merger & Acquisition Advisor credential which he acquired after sitting through a rigorous program on valuation, tax, and the legal aspects of M&A.  The program was sponsored by the AM&AA and was held at the University of Chicago.  John has also been nominated for Alpha Sigma Nu which is the highest honor at Jesuit institutions, including all disciplines. Only 4% of students nationwide are invited.  Mr. Wong received an offer from Lehman Brothers and began his career as a Derivatives Analyst. 

As President of the Investment Banking & Financial Markets Club, John had many duties including:

  • Weekly updating of website with events and new material

  • Growing relations between the banking industry and Loyola

  • Coordinating networking events & seminars

  • Hosting monthly meetings

  • Recruiting members

  • Organizing and preparing members for case competitions

  • Grading recommended assignments

  • Awarding members with promotions for their active involvement

Acquired Full Time Positions & Internships plus Degrees & Certifications

 

LEHMAN BROTHERS - Derivatives Analyst - Chicago, IL

 Ø       Responsible for calculating the daily valuation of all derivatives held while collaborating with custodians and trustees

 Ø       Coordinate the completion of futures trading agreements and ensure documentation for all derivatives trading agreements

LEHMAN BROTHERS - Internship (10 week project) 4/07-6/07

 Ø       Liaise with Operations, Relationship, and Portfolio Management team to establish a schedule of key contract terms

 Ø       Conduct a review of all active LBAM LLC contracts to identify the key terms applicable to each institutional contract

ACADEMIC HONORS

 Ø       Alpha Sigma Nu

 Ø       Beta Gamma Sigma

CM&AA

 Ø       Accepted into and passed the Certified Merger & Acquisition Advisor credentialing program at The University of Chicago

 Ø       Member of the AM&AA

CFA Candidate Level III June 2008

Ø       Passed Level 1 in June 2006

AON - Chicago, IL 6/06-2/07

Financial Analyst - Part-Time

Ø       Worked in Global Large Corporate reporting to the CEO.  Consolidated recent mergers & acquisitions into reports using excel.

Ø       Bloomberg University: Certifications for Levels 1,2,&3 for Equity, Fixed Income, and Foreign Exchange Markets

GRADUATE SCHOLAR of FINANCE- Loyola University Chicago - 4/06-5/07 

Ø       Perform research for Finance Professors/speak at MBA student orientations regarding finance and IB&FMC

Ø       Coordinate meetings/events for Investment Banking & Financial Markets Club/Finance Department

STALLA - Chicago, IL - 4/06-5/07                                                                                                                 

CFA Graduate Representative

Ø       Create awareness of the importance & prestige of the CFA designation among finance students

MORGAN STANLEY - Chicago, IL - 4/05-11/05                                                                                                          

Financial Advisor

Ø       Licensed with Series 7, 66, 31, with an Illinois Life/Accident & Health Insurance License

Ø       Specialized in retirement planning, education planning, and relationship management

 
Activities Activities Completed
Detailed papers from informational interviews with executives within your coverage area
  • Jeff Sirota; Senior Vice President; ABN Amro
  • Vice President; Private Firm
  • Anita Y. Tang; Managing Director; Royal Roots Global Inc.
Relevant finance assignments (valuation, modeling, etc.)
  •  Financial Modeling Lessons 1-13
  • Valuation Lessons 1-3
Trading simulations
  • Stock Trak SP 06
  • CNBC Maserati SP 06
Relevant books under our recommended list

  • "Vault: Investment Banking" - Tom Lott

  • "Monkey Business" - John Rolfe, Peter Troob

  • "Liars Poker" - Michael Lewis

  • "Goldman Sachs: The Culture of Success" - Lisa Endlich

  • "Bombardiers" - Po Bronson

  • "The Predators' Ball" - Connie Bruck

  • "The Bonfire of the Vanities" - Tom Wolfe

  • "The Running of the Bulls" - Nicole Ridgway

  • "The Bankers" - Martin Mayer

  • "Financiers" - Michael C. Jensen

  • "The WSJ Guide to Money & Investing" - Kenneth & Virginia Morris

  • "Stocks for the Long Run" - Jeremy J. Siegel

  • "The Business of Investment Banking: A Comprehensive Overview" - Thomas Liaw

  • "The Art of M&A Structuring: Techniques for Mitigating Financial, Tax, and Legal Risk" - Alexandra Reed Lajoux, H. Peter Nesvoldskip to next title

  • "The Art of M&A Integration: A Guide to Merging Resources, Processes, and Responsibilities" - Alexandra Reed-Lajoux

  • "Barbarians at the Gate - The Fall of RJR Nabisco" - Bryan Burrough & John Helyar

  • "The Secrets of Economic Indicators: Hidden Clues to Future Economic Trends and Investment Opportunities"  - Bernard Baumohl

  • "Building Financial Models with Microsoft Excel" -K. Scott Proctor

  • "The Financial Numbers Game: Detecting Creative Accounting Practices" - Charles W. Mulford, Eugene E. Comiskey

  • "Inside the Minds: Leading Investment Bankers" - Inside the Minds Staff

  • "The Morgan Stanley Guide to Personal Investing"

  • "The Art of Asset Allocation" - David Darst

  • "Capital Ideas: The Improbable Origins of Modern Wall Street" - Peter L. Bernstein

  • "Against the Gods: The Remarkable Story of Risk" - Peter L. Bernstein

  • "The Power of Gold: The History of an Obsession" - Peter L. Bernstein

  • "Competitive Strategy" - Michael Porter

  • "Mergers and Acquisitions Basics: The Key Steps of Acquisitions, Divestitures, and Investments" - Michael E. Frankelskip to next title

  • "Mergers and Acquisitions from a to Z" - Andrew J. J. Sherman, Milledge A. Hart, Milledge A. Hartskip to next title

  • "How to Interview like a Top MBA" - Dr. Shel Leanne

  • "The Accidental Investment Banker" - by Jonathan A. Knee

  • "Inside the Minds: Leading Deal Makers"

  • "When Genius Failed: The Rise and Fall of Long Term Capital Management" -  by Roger Lowenstein

  • "Ugly Americans: The True Story of the Ivy League Cowboys Who Raided the Asian Markets for Millions" - by Ben Mezrich

  • "A Random Walk Down Wall Street: Completely Revised and Updated Edition" - Burton G. Malkiel

  • "The World Is Flat: A Brief History of the Twenty-first Century" - Thomas L. Friedman

  • "Freakonomics [Revised and Expanded]: A Rogue Economist Explores the Hidden Side of Everything" - by Steven D. Levitt and Stephen J. Dubner

  • "Good To Great" - Jim Collins
     
Participation in tutoring sessions
  •  Helped students in  FINC 450
Equity Research Reports
  • Asset Allocation and Rates of Return of Equities
Case Competitions  
Events & Seminars

  • The 4th Annual M&A Seminar @ The University Club of Chicago

  • Finance Conference @ Kellogg

  • Changes at the Exchanges @ Chicago GSB

  • Chicago Mercantile Exchange for a trading simulation

  • Institutional Portfolio Management: A Perspective from the Buy-Side Featuring Alliance Bernstein - @ Chicago GSB

  • The Executives' Club of Chicago "The Future of the Financial Services"

  • Private Equity Conference @ Kellogg

  • R.I.S.E. @ The University of Dayton

  • ISBE Business Conference @ Northwestern

  • CFA Event Investing In Your Career - Chicago June 22, 2006

  • Entrepreneurship into the Knowledge Economy -  @ Loyola

  • Hedge Funds: "Heroes or Hooligans" - @ Loyola

  • I-Banking 101 - @ Loyola

  • The 6th Annual Asia-Pacific Business Conference - @ Chicago GSB

  • Gaining a Competitive Advantage for your Career in Finance - @ Loyola

  • CFA Chicago Annual Dinner and Awards Night - @ Fairmont Hotel

  • Finance/Economics night 2007 sponsored by the Dean's Advisory Council

  • Hedge Funds and Mutual Funds Managed by the Same Managers: "Efficiencies or Conflicts" March 14, 2007

Contact Information:
John Thomas Wong

Phone:    312-519-7945 
E-mail:    johnthomaswong@hotmail.com

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Loyola University ChicagoLoyola University Chicago
School of Business Administration
1 E. Pearson
Chicago, IL 60611-2196
Phone: 312.915.6112
Fax: 312.915.6118