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McIntire Investment Institute At the University of Virginia. Club Introduction. Prepared by the MII Managers| September 5 th , 2012. MII’s Mission and Organization. 1) Who is in MII?. 2 ) What Does MII Do?. 3) Why Should I Consider Joining MII ?. 4) How Can I Join MII?.

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slide1

McIntire Investment Institute

At the University of Virginia

Club Introduction

Prepared by the MII Managers| September 5th, 2012

mii s mission and organization
MII’s Mission and Organization

1) Who is in MII?

2) What Does MII Do?

3) Why Should I Consider Joining MII?

4) How Can I Join MII?

5) What Events Does MII Have Planned?

slide3

MII is Lead by a Management Team of Nine Students

Ryan Rechkemmer, CFO

Commerce ‘14

Kelvin Wey, CIO

Commerce ‘14

Jonathan Wulkan, CMO

Commerce ‘14

Rob Sampson, VP

Biology ‘13

Harrison Freund, President

Commerce ‘13

Alex Abosi

Commerce ‘13

Ajay Sundar

Commerce ‘14

HaroonMasood

Commerce ‘14

Nick Jones

Commerce ‘14

mii is guided by key supporters
MII Is Guided by Key Supporters

John Griffin

MII Benefactor

Dean Gerald Starsia

Treasurer, McIntire Foundation

Dean Carl Zeithaml

Dean, McIntire School of Commerce

Professor Patrick Dennis

MII Faculty Adviser

mii s mission and organization1
MII’s Mission and Organization

1) Who is in MII?

2) What Does MII Do?

3) Why Should I Consider Joining MII?

4) How Can I Join MII?

5) What Events Does MII Have Planned?

slide11

MII Bets Against Value-Destroying Companies

Fads

Frauds

Fading Stars

Companies with unsustainable growth

Often sell consumer goods like clothing, dietary products, or toys

Examples: Crocs, Green Mountain Coffee Roasters, Herbalife

Companies that mislead customers and investors

Often use misleading marketing or “cook the books”

Examples: Enron, New Oriental Education, Sunbeam, WorldCom

Companies with obsolete products and/or shrinking markets

Often “late to the game” or unable to adapt to changing competitive environments

Examples: Kodak, GameStop, Garmin, Best Buy, Nokia

mii s mission and organization2
MII’s Mission and Organization

1) Who is in MII?

2) What Does MII Do?

3) Why Should I Consider Joining MII?

4) How Can I Join MII?

5) What Events Does MII Have Planned?

join mii to learn about business and investing
Join MII to Learn About Business and Investing

P/E Ratio

“Short” a Company

Earnings Estimates

WACC

Discounted Cash Flow

Margin of Safety

EBITDA

Hedge Funds

“Moat”

Sell-Side

Competitive Advantage

10-Q

Value Trap

Price vs. Value

CAGR

mii s mission and organization3
MII’s Mission and Organization

1) Who is in MII?

2) What Does MII Do?

3) Why Should I Consider Joining MII?

4) How Can I Join MII?

5) What Events Does MII Have Planned?

mii wants students from all backgrounds and years
MII Wants Students From All Backgrounds and Years

Diversity of membership leads to better discussions, investment ideas, and decisions

Our desired membership is diverse across genders, majors, and nationalities

four phased membership selection process
Four-Phased Membership Selection Process

Education Session

  • Attend an education session on Friday, September 7th from 1:15 -2:30pm or 4:00 - 5:15pm in RBT 256
  • Learn the basics of stock analysis

Stock Idea

  • Prepare a one-page stock memo outlining your best long or short idea
  • Email to miirecruitment@gmail.com on September 12thby 10:00 PM

Conversation

  • Schedule a 10 - 15 minute conversation with an MII Manager (September 14th through September 16th)
  • Learn about each other, discuss your idea and ask questions
  • Attend at least 60% of meetings
  • Exceptions for Analysts, Associates and Managers who have legitimate time conflicts (talk to Rob)

Involvement

mii s mission and organization4
MII’s Mission and Organization

1) Who is in MII?

2) What Does MII Do?

3) Why Should I Consider Joining MII?

4) How Can I Join MII?

5) What Events Does MII Have Planned?

professional events
Professional Events
  • MII will sponsor a stock pitch competition for all students within the Universityaround UVA’s Investing Conference
      • Featuring industry professionals for judges and thousands of dollars in prize money
  • Kyle Bass, Managing Partner of Hayman Advisors, to teach a Value Investing 101 class to MII
  • Institutional Investor Magazine’s investing competition
  • Make buy, sell or hold recommendations backed up with written materials and judged versus peers and industry benchmarks
  • The results of the competition will be publicized in the magazine
  • MII-sponsored networking events with major financial institutions