Transcript
UNIVERSITY OF KENTUCKY
INVESTMENT CLUB
END OF SEMESTER SUMMARY-Spring 2014-
Presentations
IRAs, Mutual Funds, and Budgets
Global Investment & Baidu (BIDU)
Careers: Traders, Portfolio Managers, Advisors, Etc.
CFA Challenge: Churchill Downs (CHDN)
Guest Speaker: Austin Babb, Project Manager
Foreign Exchange (FOREX)
Presentations Continued
SEC Form 10-K Part 1 & What it takes: Wall Street
High Frequency Trading, Flash Boys
Technical Analysis
Alex Wolfe: Farewell
Officer/Analyst Pitches & Share Repurchases
What’s changed?
Facebook New community outreach asset For news, slideshows, and info see our
Facebook page We will continue to update our page over the
summer
Analyst Roles Our analysts were given tasks to fulfill Attendance, meeting preparation, & Facebook
updates
New LinkedIn Inductees
We operate a Wildcat Investors Professional Network New and old members come together
A means of staying connected Modeled after Morgan Stanley’s Professional Network
New Members Steve Nunnelley Rex Bray
Reminder: All Analysts and Officers should already be apart of the network
Moving forward
Changes coming next year
The Club Portfolio
The most requested activity by members
Fiscally impractical
For the next academic year, we will experiment with a mock portfolio https://www.google.com/finance/portfolio?action=vie
w&pid=2&ei=Pu1eU8i9N8unqQGJXw&ed=us
Members will be able to vote to buy/sell different funds/equities Details will come next Fall
A More Diverse Investor
Wendy Liu New FIN 300 professor Potential new sponsor for our club
With the assistance of Dr. Liu we will actively make an effort to recruit female students
Opportunities
Investment club members will have better opportunities than other students FIN 300 Peer Tutors Meet the recruiters Connections with current students & past graduates
A network of success A reputation of excellence
Benefit of the doubt Know the material before even stepping in the
classroom
Meeting Diversity
Recruiters
Skype Presentations
Stock Votes
Professor AMAs
Professional AMAs
More to come
Improved Resources
Our goal is to mentor our members We want Wildcat Investors to be better prepared
Course paths & course advice will be held within the office & Dropbox
Improved information for post-college paths Grad-school, CPA, CFA, CFP, Etc.
Look for a new Dropbox destination this summer
Improving Continuity
Standardized core functions Attendance Elections Meeting schedules
Officers & Analysts Defined roles Ideal criteria
Office Restructuring
Cleaning
Layout Redesign
Resources for members
Hub of activity
Elections We are sticking to, for the meantime, 4 Officers & 4
Analysts
Things we used to make our determinations ****Ability to contribute to club meetings**** Year of study Ability to create content Time with club Previous role with club Idea generation capabilities Your major(s) & minor(s) Your perceived interest in the club Attendance Participation in our meetings Academic Performance
Disclaimer
Our selections were made with the future of the club in mind
We want consistency & transparency in the voting process
You may apply for a position each semester Just because you didn’t get what you want
doesn’t mean you never will
Results
Officers Dalton Bowling Jake Walker Steve Nunnelley Nick Betts
Analysts Zachary O’Daniel Rex Bray Trevor Marshall* David Wu*
*David & Trevor will be away for their internships, but will retain their positions
The New Officers: Why We Chose You
Jake Walker Created excellent content throughout year Will begin junior-level courses this Fall
Steve Nunnelley Will be in upper-division finance courses this Fall Will be able to assist with content creation
Nick Betts Idea generator Connections with other organizations
Thank You!
We’re always excited to see new participants
Building layers of recruits is paramount to organizational continuity
Don’t be discouraged! Anyone can participate in our meetings, no matter your
standing! Because of our youth we welcome all to contribute
whenever possible
Summer Reading Assignment
A Random Walk Down Wall Street Discusses
Random Walk Hypothesis Fundamental & Technical Analysis Bubbles Behavioral Finance CAPM Investment Vehicles Much more
All Officers & Analysts should read before the fall
Summer Information
Beginning early August I will begin contacting Officers & Analysts
We will meet before classes begin to organize/strategize
I will be here all summer if you’d like to meet
Our Mission
To become the premier club in the college of business +100 member meetings Office space within the college or in the city Connections across the U.S.
To one day maintain our own fund, through graduated member donations or grants
And of course, to enlighten the minds of our younger members
Reminder
Dropbox
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