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Finance & Investment Club February 20 th , 2013 SAR 101

General Meeting #3. Finance & Investment Club February 20 th , 2013 SAR 101. Guest announcement: Alpha Kappa Psi Stock Market Competition.

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Finance & Investment Club February 20 th , 2013 SAR 101

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  1. General Meeting #3 Finance & Investment Club February 20th, 2013 SAR 101

  2. Guest announcement: Alpha Kappa Psi Stock Market Competition RULES: There are two games you can participate in. 1) Static: cost minimum $2 You will get $20,000 to invest in up to three stocks on the NYSE/ NASDAQ. 2) Dynamic: cost $5 flat Sign up for a marketwatch portfolio and participate in an online stock portfolio competition. TO WIN:1) The participant with the highest percentage return in each game wins. Find us at the SMG Atrium to sign up from 2/21 to March 1st.

  3. Introduction to the Finance Club at Boston University Long-term Goals Education • To offer an educational, real-life opportunity for aspiring investment professionals Community • To foster lasting relationships amongst our membership in Boston University and beyond Alpha • To continue professional procedures to maintain an alpha generating process Growth • Personal, career and fund growth

  4. IM Update • Current Fund - $51,340.68 • +11.25% for the year • Small Cap Holdings +14.09% • +9.63% Benchmark • Top Equity Performers- PKG (Packaging Corp. of America - Materials) • +37.5% from Jan 2012 • Target Cash Balance 10% - Roughly $5,000 • Recent Activity • Sale of DHX - 3.5% Gain- Proceeds allocated to PSCC (staples) & PSCD (discretionary) ETF • Current Long Focus: • Real Estate • Tech • Materials • Industrials • Current Short Focus • Consumers • Fixed Income: • Investment Grade sale - Possible high point in I grade market • Based on Endowment Fund Evaluation look to eliminate fixed income holdings

  5. Finance Club Resources

  6. Finance Club Resources (cont’d) BU INVEST LOG-IN INFORMATION: Username: bufcmember Password: 12bu2012

  7. Finance Club Resources (cont’d)

  8. Wall Street Trip • Friday, April 19th • 7:00AM: Depart from Boston • 11:30AM: Arrive in NYC • 12:00PM: Networking luncheon with senior BU finance alums (>= VP) • Millesime restaurant in Midtown • 2:00PM: Eight site visits to major financial firms • Two per group • 6:00PM: Depart from NYC • Ticket Price TBA Sample Past Site Visits

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