Investment Club th 2014 April 25 Agenda

Investment Club th, 2014 April 25

Agenda 1. Portfolio Update 2. Board Voting

Portfolio Update April 25 th

Achievements Successfully implemented 2% rule Single name equity only Stabilized portfolio Managed to track S&P 500 Established transaction tracking system Observed Portfolio Constituents 91 BPS above market

Kudos 1. President - Tim Simon 2. VP - Annalaura Linder 3. Chairman of the Board - Chris Busuttil 4. Market Analyst - Ryan Mc. Cormick 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

Kudos Mike 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

Goals Step away from S&P 500 Hedge for the summer We move with the market QE will end mid summer Nobody 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 u Two Year Board Member: Analyst and Marketing Director u Worked on buy/sell presentations, market update, portfolio overview, educational u Spend past 2 summers at SAP America u Understands value of Investment Club

Angel Stoychev Involvement with the club: Buy/Sell, Educational Presentations (Retail Sector, Technical Analysis, etc. ), market updates, portfolio overviews, brought speakers (Dan Stefan, Bloomberg)

Peter Oberrender • 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 •

Kyle Lievre Market 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

George Rakic ‘ 15 BS Math, BS Comp. Sci Currently an Analyst Focus on Portfolio Running for VP/ Chairman

Ø Stacey-Ann Pearson v Hometown: Kingston, Jamaica (80º and Sunny) v Major: Civil & Environmental Engineering v Minor: Economics v Related Experience: v Understudy Analyst, LIC v Credit Risk Intern, Morgan Stanley v Finance Analyst, CRCC Asia Positions of Interest Chairman of Board, Market Analyst Future Club Interests Campus Recognition Exposure, Etiquette and Resources Involvement, INVOLVEMENT

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 Faett Have participated in Market Updates Attended numerous board meetings Interested in learning more about finance Placed well in the Market Watch game

Jason Shavel Active 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 GUENNOUN Class of 2017 Tangier, MOROCCO Major: Mathematics and Economics w Finance Certificate Running for ANALYST position Involvement in Investment Club: Experience: Learned several things related to the market and how to look at company’s from my brother who is an analyst at Bof. America • 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