Schmidt, Kaleb


Kaleb Schmidt

Mason, TX
Employer: Silicon Valley Bank
Title: Global Deposit Operations Advisor
Majors, Degree:
Finance & Marketing, BBA
May 2012

What did you like best about your time in Bulldog Investment Company? 

I feel like I learned more in the year I was in Bulldog than I could have learned in two or more years in the class room. When you look at smart investing and begin to understand how to research and look for companies that are consistently performing well, you start to notice patterns that can assist you in making smart investment choices. The presentations were grueling and really motivated and drove you to doing better on the next one, making sure that you did enough research in picking the companies that you were sure would be a great addition to Bulldog’s portfolio. “Trial by fire” is a method that can be taxing, but the benefits and rewards can be reaped in such a small period of time, and there’s no substitute for experience. When you get the opportunity to get your hands dirty, you can learn so much more.

What did you like least about your time in Bulldog Investment Company?

The work in Bulldog is fulfilling, but don’t be fooled into thinking it will be a cakewalk. The research can and will take a lot of time, and the presentations demand time and practice in order to be executed well. If you already have a full plate, it can be demanding.

Why should current students participate in Bulldog Investment Company?

“If you’re really interested in business – whether it be economics, finance, marketing, accounting, etc. – I would highly recommend giving Bulldog a try. This internship gives you an opportunity to examine the events that are taking place in the real world and how they are affecting multiple facets of businesses and the overall economy. When you get to see exactly what it is that is causing the success and/or failure of a company, you begin to understand more about how changes in the variables of that company have an impact on their short-term and long-term success, their ability to attract certain markets and develop a brand image(s), and their sustainability. Bulldog offers the opportunity not just to teach you about ratios and variables, but how to examine events and occurrences in the real world and recognize patterns that will lead to better and more successful business decisions.”

What aspects of Bulldog Investment Company prepared you for the “real world?”  

You have to work hard and be willing to put in the time and effort to obtain your goals. You have to be smart and attentive in your work, and you can’t be afraid of making mistakes. Nothing will teach you faster than getting your hands dirty. Your bosses can and will grill you when there’s a mistake - and the presentations taught me this very well – but you’ve got to be willing to make some mistakes before you can really understand how the process works.

How did Bulldog Investment Company help you obtain a job?

I am currently working for Silicon Valley Bank and during the interview process – when I explained to them exactly what Bulldog is and what it is that we do – they were blown away that we were so heavily involved in such detailed investment processes and research, and that we had real skin in the game in the form of real money in our portfolio. It definitely gave me a leg up on my competition.

If you had all the power in the world to change anything about Bulldog Investment Company—what would it be?  

The only change I would make, and it is more of an alteration, is the availability for meetings and presentations. I wish that Bulldog was available more like a class (multiple times a week for 1-1.5 hours) than once at the end of the week for two hours. I think this would increase the effectiveness of the hands-on-learning, and raise overall attentiveness during meetings. That being said, Dave Sather is unable to be two places at one time, so it’s more of an alteration