Club Mission Educate students about the investment management ...

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Club MissionClub Mission

Educate students about the investment management Educate students about the investment management industry, including:industry, including:• Long-only equityLong-only equity• Fixed incomeFixed income• Hedge fundsHedge funds• Private wealth management Private wealth management

Help students find fulfilling careers within the industryHelp students find fulfilling careers within the industry Successfully manage the London Business School Successfully manage the London Business School

Student Investment FundStudent Investment Fund

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Fall Term EventsFall Term Events

Stock pitch competitions, both within school and the inter-Stock pitch competitions, both within school and the inter-business school Alpha Challengebusiness school Alpha Challenge

Industry panel events e.g. ‘What is Private Wealth Industry panel events e.g. ‘What is Private Wealth Management?’, ‘Introduction to Investment Management’Management?’, ‘Introduction to Investment Management’

Speaker SeriesSpeaker Series Office ToursOffice Tours T. Rowe Price Stock Pick ChallengeT. Rowe Price Stock Pick Challenge Mock interview and stock pitching practice sessionsMock interview and stock pitching practice sessions

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The Student Investment FundThe Student Investment Fund

£135k long-only equity fund£135k long-only equity fund Global scope, long term strategyGlobal scope, long term strategy Five sponsors: Fidelity, Wellington, Orbis & 2 hedge fundsFive sponsors: Fidelity, Wellington, Orbis & 2 hedge funds Winners of the stock pitch competition will have their stock Winners of the stock pitch competition will have their stock

purchased in the fundpurchased in the fund

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Stock Pitch CompetitionStock Pitch Competition One page stock pitch entry is due Sunday Oct. 19thOne page stock pitch entry is due Sunday Oct. 19th 5 finalists will present their ideas to judges from sponsoring firms5 finalists will present their ideas to judges from sponsoring firms Top placed first year student will also be selected to represent the Top placed first year student will also be selected to represent the

school at the inter business school Alpha Challenge held in the US. school at the inter business school Alpha Challenge held in the US.

Save-the-dates:Save-the-dates:• Competition information session & Stock Picking ‘101’ - Oct 7 @ 12pmCompetition information session & Stock Picking ‘101’ - Oct 7 @ 12pm

• Autumn Stock Pitch Competition – Oct. 29Autumn Stock Pitch Competition – Oct. 29thth @ 6pm! @ 6pm!

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Student Investment Fund PerformanceStudent Investment Fund Performance

Since inception YoY YTDSIF 73.45% -15.37% 12.81%MSCI 48.95% -5.63% 5.14%Over/Under-performance 24.49% -9.74% 7.66%

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Student Investment Fund HoldingsStudent Investment Fund Holdings

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Asset Management ConferenceAsset Management Conference Save the date: April 2010Save the date: April 2010 Flagship student-run eventFlagship student-run event 200 student and industry professional attendees200 student and industry professional attendees Last year: 3 Keynote Speakers & 4 Panel DiscussionsLast year: 3 Keynote Speakers & 4 Panel Discussions Applications this term for the AMC Organizing CommitteeApplications this term for the AMC Organizing Committee

Keith WadeChief Economist

Schroders

Bob JenkinsNon-Executive Director

F&C Asset Management

Carolina Minio-Paluello Co-Head of Global Product Strategy, Goldman Sachs

7th Annual Asset Management Conference, Keynote Speakers

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Positions AvailablePositions Available Club related (details to be released next week)Club related (details to be released next week)

• Hedge Fund RepHedge Fund Rep

• MiF RepMiF Rep

• MiM RepMiM Rep

• 1st Year MBA Rep1st Year MBA Rep Asset Management Conference Organizing Committee (details to Asset Management Conference Organizing Committee (details to

be released later this term)be released later this term)• PresidentPresident

• Head of LogisticsHead of Logistics

• Marketing DirectorMarketing Director

• 2 Speaker Directors2 Speaker Directors

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Club PositionsClub PositionsHow to ApplyHow to Apply

Please write 150 words detailing why you want the job, Please write 150 words detailing why you want the job, relevant experience, any bright ideas for the rolerelevant experience, any bright ideas for the role

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Want to Know More?Want to Know More?Club Executive Committee ContactsClub Executive Committee Contacts

Eric Foran, Co-President (Eric Foran, Co-President ([email protected]) ) Bojana Bidovec, Co-President (Bojana Bidovec, Co-President ([email protected]) ) JC Briones, Treasurer (JC Briones, Treasurer ([email protected]) ) Vik Kumar, Events (Vik Kumar, Events ([email protected]) ) Dave Chapin, Student Investment Fund PM (Dave Chapin, Student Investment Fund PM (

[email protected])) Lidia Dumitrascu, Student Investment Fund PM (Lidia Dumitrascu, Student Investment Fund PM (

[email protected]) ) Alison Chen, Private Wealth Management Rep Alison Chen, Private Wealth Management Rep

([email protected])([email protected]) Abhishek Srivastav, Private Wealth Management Rep Abhishek Srivastav, Private Wealth Management Rep

([email protected])([email protected]) Baltazar Lam, T. Rowe Price Competition ([email protected]) Baltazar Lam, T. Rowe Price Competition ([email protected])

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Want to know more? Want to know more? Asset Management Conference Asset Management Conference

Julien Wochenmarkt, President ([email protected]) Julien Wochenmarkt, President ([email protected]) Yi Hong Chew, Head of Logistics ([email protected]) Yi Hong Chew, Head of Logistics ([email protected]) Dave Chapin, Marketing Director (Dave Chapin, Marketing Director ([email protected]@london.edu)) Lidia Dumitrascu, Speaker Director (Lidia Dumitrascu, Speaker Director ([email protected]@london.edu)) Eric Foran, Speaker Director ([email protected]) Eric Foran, Speaker Director ([email protected])

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Thank You!Thank You!

Stay in touch with students and alumni who share an interest in asset managementStay in touch with students and alumni who share an interest in asset management

London Business School Investment Management Club London Business School Investment Management Club

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