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Investment ClubApril 25th, 2014
Agenda
1.Portfolio Update
2.Board Voting
Portfolio Update
April 25th
AchievementsSuccessfully implemented
2% ruleSingle name equity only
Stabilized portfolioManaged to track S&P500
Established transaction tracking system
Observed Portfolio Constituents
91 BPS above market
Kudos1. President - Tim Simon
2. VP - Annalaura Linder
3. Chairman of the Board - Chris Busuttil
4. Market Analyst - Ryan McCormick
5. Analyst - Angel Stoychev
6. Analyst - George Rakic
7. Analyst - Peter Oberrender
8. Analyst - Sean O'Toole
9. Treasurer - Brendan Gover
10. Marketing Director - Cory Scheuerle
KudosMike Kelly - Financials
Eric Tilson – Health Care
Othman Guennoun – Consumer Discretionary
Drew Losito - Industrials
Kyle Lievre – Energy, Utilities
Phil Manna – Consumer Staples
Ben Tschan – Materials, Telecom
GoalsStep away from S&P500
Hedge for the summerWe move with the marketQE will end mid summerNobody can execute trades
Possible goals?Other assets?
Different diversification?
Focus on one sector? One cap?
Better food?
More shirts?
Why is there no better time for you to step in?
1. We are setting up goals for next semester
2. We are question everything
3. Every day we learn
4. You’ll get a T-Shirt
5. You get to see whether your bets make money
6. If they do, good for you
7. If not, still ok
8. You’ll have some good time
See you at our next meeting(Sunday + Monday)
Let’s set some goals!
George R.
rakicd@lafayette.edu
Board Voting
Board Positions-President
-VP
-Chairmen of Board
-Market Analyst
-Treasurer
-Marketing Director
-Five Analysts (Each Analyst Will Cover 2 Sectors)
Sectors
-Information Technology-Financials-Health Care-Consumer-Industrials -Energy-Consumer Staples-Materials-Utilities-Telecom
Cory Scheuerle
Two Year Board Member: Analyst and Marketing Director
Worked on buy/sell presentations, market update, portfolio overview, educational
Spend past 2 summers at SAP America
Understands value of Investment Club
Angel StoychevInvolvement with the
club: Buy/Sell, Educational Presentations (Retail Sector, Technical Analysis, etc.), market updates, portfolio overviews, brought speakers (Dan Stefan, Bloomberg)
• Member since freshman year and board member since sophomore year
• Have given numerous buy/sell and educational presentations over my three years in the club
• Interned at B of A: Merrill Lynch in their Private Wealth Management division
•
Peter Oberrender
Kyle LievreMarket Watch Competition Winner
Successfully pitched American Water Works (AWK), which has gone up since the purchase date
Involved in Portfolio Updates
Currently working on a deeper analysis of our stocks in the energy and utilities sectors
Real life Investing Experience
Will have completed an Economics minor by the end of the fall semester
BS Math, BS CompSciCurrently an Analyst
Focus on PortfolioRunning for VP/ Chairman
George Rakic ‘15
Stacey-Ann Pearson
Positions of Interest Chairman of Board, Market Analyst
Future Club Interests Campus Recognition Exposure, Etiquette and Resources Involvement, INVOLVEMENT
Hometown: Kingston, Jamaica (80º and Sunny) Major: Civil & Environmental Engineering
Minor: Economics
Related Experience: Understudy Analyst, LIC Credit Risk Intern, Morgan Stanley Finance Analyst, CRCC Asia
Emily Evanko
Experience Internship at Navigate Hedge
fund Morgan Stanley Externship Merrill Lynch Externship
Investment Club Activities: Helped with Market Update Attended Board meetings
Spring Semester
Marketing Director Specifics Bruns-Pak Worldwide
Marketing Intern Career Services Gateway
Ambassador Marketing Director for AFCE
Andrew FaettHave participated in
Market Updates
Attended numerous board meetings
Interested in learning more about finance
Placed well in the Market Watch game
Jason ShavelActive Member this
year, presented Multiple Market Updates and an Educational Piece on Wealth Management
Summer job working in Finance and Wealth Management
I own that tux
Steven Oylarov
Experience:•This summer I will have a paid internship with Moody’s Investor Services in their Global Research Department.•Externships with Margolin, Winer & Evans LLP and Halliday Financial.Club Involvement:• General body meetings, Board meetings, and Mentorship meetings
General:After having been an observer in the investment club for the past two semesters, I have been learning and absorbing information to try to get more involved in the decision making of this club. I now feel confident and ready to take the next step and becoming an analyst for the Investment Club. My internship this summer will allow me to further increase my financial knowledge and research skills, that I can bring with me to the club as an analyst.
Mac Gallagher Interned at TGS Financial Advisors
– a small wealth management firm
2 year member of the Lafayette Investment Club
Sophomore, Economics Major
The opportunity for hands-on financial analysis
Ben Falcone• Delivered Buy Presentation• Delivered Financial News Updates• Attended Weekly Meetings• Attended Board Meetings• Participated in Market madness• Completed Job Shadows at various financial institutions
OTHMAN GUENNOUNClass of 2017
Tangier, MOROCCO
Major: Mathematics and Economics w Finance Certificate
Running for ANALYST position
Involvement in Investment Club:
• Gave my first Market Update the second meeting of the club fall semester and have given and led several since then.
• Gave a presentation on financial statements and ratios and how each is used for the analysis of a company.
• Attended the majority of the Board meetings starting the end of the fall semester
• Currently involved in the Portfolio Update project
Experience: Learned several things related to the market and how to look at company’s from my brother who is an analyst at BofAmerica