Student Investment Association

1. Student Investment Association Spring 2012 MSU Student Investment Association

2. Agenda • Overview of the SIA • Survey Results • Proposed Changes • Educational Series • Current Events • Analyst Program • Speakers/Roadshows MSU Student Investment Association

3. Overview of the SIA • History • Founded February 2004 • The first undergraduate student run portfolio • All majors are welcome ~ everyone needs to invest! • Objectives • Education, application, promotion of members • The SIA was established to educate members on investing in the stock market • Opening the doors of Wall Street for our members • Membership Types • General Membership • Analyst Program Membership MSU Student Investment Association

4. Organization Breakdown Analyst Program General Membership Conduct AP Presentations Review AP Presentations Networking Events Road Shows Professional Speakers Educational Series MSU Student Investment Association

5. Survey Results • Too many AP presentations • Would like to see more: • Investing Education • Current Events • Speakers • Knowledge is too concentrated MSU Student Investment Association

6. Proposed Changes • Regular Wednesday Meetings • Educational Series: 20 min • Current Event Overview/Analysis: 20 min • AP Presentation: 20 min • AP Presentations on Mondays before regular Wednesday meetings • Open meetings • Best Presentation on Wednesday MSU Student Investment Association

7. Investing 101 Thomas Robb Morgan Stanley MSU Student Investment Association

8. Financial Education Goal: Provide in-depth information on relative topics Main Areas: • Investing 101 – 10% • Security Analysis – 50% • Networking – 30% • Advanced Topics – 10% MSU Student Investment Association

9. Investing 101 • What is investing? • Strategies • Fundamental vs. Technical • Buzz-words • Long/short • Small-cap/large-cap MSU Student Investment Association

10. Security Analysis • Screening & Following • Research • General • Industry • Business • Valuation • Presentation MSU Student Investment Association

11. Networking • Networking 101 • Resumes • LinkedIn • Lead development • Career opportunities • Interviewing skills MSU Student Investment Association

12. Advanced Topics • Option Strategies • Short-term trading • Technical analysis • Futures • Quantitative Strategies • Bloomberg MSU Student Investment Association

13. Feedback • What do you want to learn? • What are your priorities? • What have we missed previous semesters? • Where do you feel we could help you develop? MSU Student Investment Association

14. Current Events What events would you like hear about? MSU Student Investment Association

15. Current Events Examples • European Crisis • Federal Reserve • Affects of Developing Regulation • China • Big Deals • Iran • Investing Implications MSU Student Investment Association

16. General Membership • General Members can participate in the following SIA activities: • Professional Speakers • Educational Series • Site Visits • Review/Critique Analyst Program presentation • Voting participation MSU Student Investment Association

17. Analyst Program Clayton Meyers & Yuchen Su Unemployed MSU Student Investment Association

18. What do we do? • Apply theoretical skills in a real world scenario: • Conduct fundamental research to identify undervalued equity securities • Analyze financial statements, macroeconomic overhangs, competitors etc. • Construction of persuasive business presentations • Manage a ~$20,000 real money portfolio MSU Student Investment Association

19. Structure Overview MSU Student Investment Association

20. Sectors • Financials • Consumer Goods • Industrials • Technology • Energy MSU Student Investment Association

21. Analyst Teams • 3-4 members • Ultimately responsible for stock pitches • 15-20 minutes in length with a Q&A session afterwards • Duties include • Finding quality companies • Security analysis • Preparing presentations • Working as a team to learn/educate MSU Student Investment Association

22. Sector Heads • Understand • Key industry drivers and trends • Fundamental determinants to success • Maintain a close relationship with: • AP Heads: • Sector strategy • Holdings update • Analyst Teams: • Educate and facilitate process • Uphold quality of presentations MSU Student Investment Association

23. Heads of Analyst Program • Held responsible for overall structure and performance of the AP • Work closely with Sectors Heads and Analyst Teams • Help mentor and educate • Note quality of pitches and provide feedback • Work with Stock Selection Committee in the evaluation of current holdings MSU Student Investment Association

24. Who Should Apply? • Open to anyone interested in investing • All majors, years, etc. • Must be a paid member • Advantages • Develop key business skills • Get a head start on FI/ACC/EC concepts • Great resume builder/interview topic • Semester Trips MSU Student Investment Association

25. Professional Speakers • Professionals within the financial services/investment industry • Targeting 2 Speakers per semester depending on availability • Past Speakers • Junior Mergers & Acquisitions Professionals (JMAP) of Detroit • Plante Moran Corporate Finance • Stout Risius Ross • Deloitte • General Mills • Bloomberg MSU Student Investment Association

26. New York Roadshow • Planned for Spring 2012 • Strong alumni base • Private Equity, Investment Banking, Sales & Trading, Corporate Finance MSU Student Investment Association

27. Road Show Requirements • Target: Early-Mid April • ~$200-250 per person • 12-15 people • Applications will be required • Think about why you want to attend & how you can positively impact the visits • Must be a paid member MSU Student Investment Association

28. WebsiteVisit: www.msusia.com Like Us on Facebook:Search MSU Student Investment Association MSU Student Investment Association

29. Join the SIA Team! • How to become a Member: • Fill out the application form online at: http://msusia.com/involve.html • $25 ~ One Semester • $30 ~ One Year (returning member) • $45 ~ One Year (new member) • $80 ~ Lifetime • You may also pay on our website using PayPal MSU Student Investment Association

30. Questions? For more information, visit: www.msusia.com Questions or Comments: E-mail investor@msu.edu MSU Student Investment Association

31. INVESTMENT BANKING & CAREER DEVELOPMENT … exclusive M&A and LBO weekend training seminar! www.wallst-training.com LEARN THE TECHNICALS CAREER DEVELOPMENT = SUPER-STAR • M&A Deal Structuring: asset vs. stock deals, cash vs. stock consideration • Merger Modeling: Accretion Dilution and merger consequences, the “PE ratio” game • Capital Structure changes: opportunity costs of share repurchases & recapitalizations • LBO Modeling: leverage to maximize returns • Destroy your competition by receiving internship/job Q&A’s before the interview! • We’ll tell you how to stay competitive in 2012 and finish as the #1 intern/analyst! • Essential for business majors and as a supplement for ANY liberal arts degree! • Possible inclusion to our exclusive, invitation-only WST Banker’s Club (wstbankersclub.com) WANT TO BOOST YOUR CAREER? WHAT, WHEN AND WHERE?! • Goldman Sachs, Morgan Stanley, JP Morgan, BofA/Merrill Lynch: we have contacts all over! • Taught by senior industry professionals active on Wall Street to provide you the most up-to-date market information! • Show us your enthusiasm and we’ll keep an eye on you! • What: M&A LBO Seminar • When: February 18-19, 2012; • 9AM-5PM Saturday, 9AM-3PM Sunday • Where: BCC N105 • Price: Professionals: $1,500, Student: $17590 % off regular price!!! • Link: www.wallst-training.com/msu • Contact: tyler@wallst-training.com