Estes, April


Cibolo, TX
Current Employer: Alliance Bernstein
Position: North America Client Group Associate
Majors, Degree: Finance & Economics, BBA
Graduation Date:
December 2013
Contact: This email address is being protected from spambots. You need JavaScript enabled to view it.



Hi Dave,


I hope all is well. I am reaching out because I thought of BIC today. I’m doing a role play/presentation on four of the strategies AB offers our clients. Within the presentation I cover the investment process and various  quantitative/fundamental characteristics the portfolio managers look at and what behavioral insights we derive from the characteristics. I touch on why these strategies will fit the client’s needs and I break down two securities to illustrate why they fit into the portfolio.


It’s awfully similar to the presentations we gave in BIC and I couldn’t be more excited about that! Just wanted to share in case anyone ever questions the real world application of what we learn when giving presentations in BIC – not sure why someone would question that though!





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

Bulldog Investment Company allowed me to figure out what I want to do with my life. I was given the opportunity to speak with many different people about their experiences throughout life and learn so much from everyone. There are so many different functions, meetings, trades, people, etc., thrown at the interns that there is never a time that I was not learning something and shaping the way I thought about my future and myself.  

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

Honestly, I loved being in Bulldog Investment Company. The thing I liked least was not being able to take advantage of every opportunity handed to the interns. 

Why should current students participate in Bulldog Investment Company?

Bulldog Investment Company will teach you about portfolio management, financial analysis, and the importance of paying attention to the news and what is going on in your city, state, country and the world. Whether you are a biologist or part of the finance industry, at some time you will probably have money you want to invest. Having an idea of the best way to do that will allow you to be knowledgably whether you use a financial advisor or do it on your own. Bulldog Investment Company also allows you to meet a bunch of interesting people and will learn a set of analytical skills that you cannot get anywhere else.

What aspects of Bulldog Invetment Company prepared you for the "real world"?

Being a part of Bulldog Investment Company, we had to give presentations in front of our Board of Directors and answer any questions they had at the end. I feel this forces the interns to make sure that everything we research and say is up-to-date, honest, and correct. We are responsible for researching a company so well that we feel confident that it will not hurt our portfolio. If we slack off, our returns suffer, which is something we take pride in. In addition, because we get the opportunity to meet so many different people, we learn the art of talking to people of all backgrounds as well as talking about ourselves and being comfortable in the process.


How did Bulldog Investment Company help you obtain a job?


Bulldog Investment Company gave me the opportunity to meet a number of people. Dave believes in us so much that he is never afraid to invite money managers to our presentations. Many people do not realize how important networking is, and Bulldog Investment Company not only gave me a great set of skills that I get to flaunt at interviews, but it gave me many people to contact who are more than willing to talk to me about the financial services industry.


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


After participating in the internship, I would say the one thing I would change is how often we meet. We all have busy schedules, so it is not always easy, but I would have loved to be able to meet more often than once a week. Meeting for the internship on Fridays was something I looked forward to every week. Not only did I get to test the new skills I learned from the previous week, but also there is always something new and exciting to talk about. Meeting just once a week, I learned so much from Dave and the other interns. It is amazing to think that if I had been able to pick everyone’s brains more, how much more about portfolio management, financial analysis, and investing I could know.