emailable EquitySim - Info Package 2018

Using simulations to develop and hire top student talent In partnership with: Featured on: WHAT IS EQUITYSIM OUR MISSION EquitySim is an education technology company that uses simulations to develop and hire top student talent Through our technology powered by artificial intelligence we evaluate student potential through learning ability amongst a very diverse pool of talent We match this talent with top-tier employers OUR APPROACH We believe that education is the fundamental solution to better talent recruitment This is why we work closely with educators to provide hands-on learning experiences to students, facilitating a deeper understanding of class concepts applied in the real-world Our goal is to replace the textbook and grading system with immersive open space simulation environments that automate evaluation Enrich classrooms with educational simulations -accessible to all for free Interact with the Financial Markets in a dynamic real-time environment Connect students directly to investment banks through their profile Provide easy, reliable and automated grading Partner with us to improve our learning algorithms OUR SUPPORT We’ve partnered with the most forward thinking companies who help us provide the best resources to students and provide credibility to our evaluation methodology Our merit-driven evaluation models redesign biases inherent in today’s recruiting, allowing us to identify high performing candidates from a deeper, wider-pool of classrooms worldwide Help students master the concepts learned in class 24/7 customer support Students reach us directly so you never have to WHO ARE WE BUILT FOR? EDUCATION FIRST Built to understand students, for students We built the simulation with a student-centric approach, spending over two years working directly with students and professors to ensure we developed a product that provides maximum value The result is a product with high engagement and an ever-evolving experience that continues to improve with data provided by users within the classroom Partnered with Universities Working directly with an extensive network of university professors and career centres allows us to reach talent as early as freshman year to keep our client firms one step ahead in the competitive race to attract top talent We partner with professors to help students gain access to our simulation tool and career opportunities Researchers help us improve our algorithms Focused on Finance First We identify students passionate about finance, train candidates with the natural aptitude to excel, and educate and inform those with limited awareness of the industry EquitySim looks to expand its unique simulation-based evaluation approach to a variety of different industries in the future A Pipeline of Diverse Students We believe that diversity is the foundation for a successful workforce, and embrace the many ways it is reflected in our upbringings, educations, and perspectives From women to People of Color to STEM students, we help candidates from all backgrounds find the best career opportunities AI Technology Powered We’ve hired top engineers and data scientists from Google, Amazon, Facebook, and IBM Watson to leverage machine learning and reverse engineer firm top hires, ensuring the most advanced technology is being used to identify true potential within the classroom WHAT ARE THE FEATURES? THE SIMULATION Our simulation is 100% cost-free to educators and students investment banks are co-investing in education with us, allowing us to innovate in the space The Simulation ● Students gain exposure to Financial Markets online in real-time ● Manage a portfolio of equities, bonds, and derivatives ● Enjoy lifetime access to the platform not just a single semester STUDENTS FEATURES Showcase Strategy Learn Fundamentals Connect with Employers Students apply hedging and risk management strategies, record their rationale, and get recognized for their aptitude for financial markets Students from all backgrounds learn how to evaluate companies, create research reports, and develop financial models Students are provided guidance on how their skills translate into success via our available career opportunities INTERNSHIPS INCLUDE: Investment Banking, Sales & Trading, Equity Research, Risk, and Technology PROFESSOR FEATURES Increase Engagement Improve Understanding Automate Grading Professors can engage with students and follow their learning progression Professors can deliver a hands-on learning environment for students applying concepts taught in the course Professors can take advantage of easy, reliable and automated grading HOW DOES IT WORK? FROM THE CLASS TO THE INTERVIEW Professors distribute simulation: ● By using it in the classroom ● By sharing with student clubs STEP Students use the platform and are: ● Encouraged to experiment with class concepts in a risk-free environment ● Measured by how much they’ve learned through the platform ● Selected candidates are enrolled into the Academy Program ● They undergo custom training and coaching from industry experts ● Develop best practices to ace the rigorous interview process STEP ● Our algorithm selects top students for our bulge-bracket partners ● They secure career opportunities based on their learning & growth STEP STEP ● ● Students put their best foot forward and interview with our partnered firms Focus is placed on getting to know the student and not their education credentials STEP WHO DO WE HIRE FOR: PARTNERING COMPANIES We’ve partnered with the most forward thinking companies who help us provide the best resources to students and provide credibility to our evaluation models Our partnered investment firms support us to make this platform 100% free to students while providing them life-changing internship and full-time job opportunities - below is our list of corporate partners Firms SHAPING FUTURE GENERATIONS With our partners, we are able to make all the following possible: ❏ Job Opportunities: We have successfully hired students of diverse backgrounds based on potential ❏ Outreach Events / Training workshops: Our partners share the interest to invest in students while developing a relationship of trust ❏ Webinars / Information Sharing: EquitySim facilitates a direct communication channel from our employer partners to your school WHERE DO WE HIRE FROM: PARTNERING SCHOOLS For universities and students, it’s completely free to sign-up for EquitySim Today we are proud to have partnered with over 220 schools While our goal is to reach all schools, our approach to get there is multivariate, setting up our platform at both target and non-target schools simultaneously A sample list can be found below Coverage Princeton University Harvard University University of Chicago Berkeley Yale University Columbia University Stanford University University of Pennsylvania Duke University Dartmouth College Northwestern University Western University University of Toronto Carnegie Mellon University University of Virginia New York University Queen’s University Vanderbilt University Boston University Northeastern University Tulane University University of Florida University of Notre Dame Washington University St Louis Emory University University of Southern California Wake Forest University Tufts University Brandeis University University of Miami University of Texas, Austin Villanova University Ohio State University University of Connecticut University of Washington Brown University UCLA Georgetown University University of Iowa Clark University Florida State University Michigan State University University of Delaware University of Denver University of Tulsa University of San Diego University of Waterloo University of Buffalo University of Oklahoma University of Vermont Auburn University University of British Columbia Loyola University Chicago University of Oregon University of South Carolina University of Tennessee Howard University University of San Francisco University of Utah Temple University University of Kansas University of St Thomas Clarkson University Colorado State University University of Arizona Hofstra University Mercer University Rutgers University University of Cincinnati University of Kentucky George Mason University San Diego State University Washington State University Kansas State University Oregon State University St John Fisher College University of Illinois University of Mississippi Ohio University Oklahoma State University STEM Schools (not included above) MIT Cornell University Georgia Institute of Technology Rice University California Institute of Technology Harvey Mudd College Johns Hopkins University Cooper Union Rensselaer Polytechnic Institute Worcester Polytechnic Institute University of Portland North Carolina State University, Raleigh Clarkson University Illinois Institute of Technology University of Rochester Virginia Tech University of California Davis Iowa State University University of California - Irvine Duke University University of Illinois Urbana Champaign Drexel University Pennsylvania State University Clemson University HOW WE IDENTIFY TOP TALENT The Simulation Overview Equitysim has the benefit of being able to observe students within classes over a month period We collect data on all the interactions students make with the simulation allowing us to develop deep insights on their behaviors Below are screenshots of the simulation As students manage their portfolios, they are required to record the rationale behind each decision (image on right) - giving us greater insight into their strategies and financial market insights How Time Helps Removes Bias and Error Traditionally, most assessments like resume screening, video recordings, and in-person interviews capture only a limited snapshot of data during one point in time Not only does this inhibit the ability to observe change in learning ability, but it allows first impression (attribution) bias to impact observations on the candidate’s traits This can often lead to an improper evaluation of the candidate’s work behaviors In contrary, by tracking behaviors first via simulation, we are able to collect multiple data points to more accurately identify the person’s traits These are then validated through multiple industry approved psychometric surveys and personality assessments TRADITIONAL EQUITYSIM TRAITS BEHAVIOURS PERSONALITY TESTS ACTIVITIES INTERVIEW TIME BEHAVIOURS ENGAGEMENT TRAITS VALIDATION LOOP RESUME HOW WE IDENTIFY TOP TALENT Analysis of the Data To illustrate our ability in turning our collected time value data into trait insights, we’ve isolated three behaviours for analysis below: total time spent on platform, usage frequency, and number of activities We can see that these two students have distinct working styles - while neither is deemed better than the other, this level of insight may help in evaluating fit or how best to fill gaps on a current team Student A: Has more Consistent Working Style Student B: Procrastinates but works hard at the end of a deadline Insights from the Learning Curve By compiling all the behaviors and personality traits over an extended time frame, we are able to create a proxy for one’s aptitude to learn (learning curve) Industry research indicates that the learning curve and speed at which a candidate is able to pick up and apply concepts is the highest predictor of future performance success Our results show that interns who learn quickly are highly correlated with top performance scores This is just one element of how we determine our overall score for potential which is collected over thousands of data points shown below PRO Introduction to Platform [ Learning Phase ] HIGH NATALIE WU 2016 - 2017 [ Portfolio ] NEUTRAL LOW BASIC Graph of users learning curve over 3.5 months RESULTS SO FAR PLACEMENTS Our partners have transformed their campus hiring approach by using simulation assessments to evaluate students on more meaningful hiring attributes like learning aptitude, work ethic, risk management, and quantitative skills “EquitySim has allowed us to bring in new grads with fresh ideas and perspectives In particular, they’ve allowed us to use data to attract and attain high potential female candidates who want to make a difference and chart their careers with us.” - Nikki Davis, Head of Campus Recruitment at Credit Suisse, APAC DIVERSITY 72% 49% 65% OF HIRES FROM NON-TARGET SCHOOLS OF INTERNSHIP HIRES WERE WOMEN OF ES STUDENTS RECEIVED OFFERS RESULTS SO FAR OUR PREVIOUS HIRES BREAKDOWN GENDER (Global) MEN 51% WOMEN 49% ETHNICITY (North America Only) WHITE 57% ASIAN 15% HISPANIC 10% BLACK 9% NATIVE AMERICAN