Finance & Investment Club Fall 2012 1.Updates From the Week 2.How do you make Sector Meetings Interesting / How to maintain attendance 3.Tips For This.

Finance & Investment Club

Fall 2012

1. Updates From the Week2. How do you make Sector Meetings Interesting / How to

maintain attendance3. Tips For This Week’s Meeting4. Deliverables upcoming

senior Analyst Forum #2

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Updates From The Week / Making Sector Meetings Interesting? How many Junior Analysts are actually coming to your individual sectors?

To be put into the common google doc:– Has everyone settled on a common meeting time?– Has everyone spoken to reservations regarding booking a room?

How is everyone doing on selecting an industry and 6-8 companies?

How was everyone’s first (and maybe second) meetings?

Does anyone feel that their Junior Analystsare uninterested in the club?– What would you tell them to stay in?

Anyone Have any recommendations on how to make their meeting exciting?

Research

CollaborationAction

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Recommendations For Making Sector Meetings Interesting

1. Make an Agenda to Follow for Structural purposes2. Emphasize or focus on teaching the junior

analysts at least one new thing each week3. Reinforce reasons to stay in the club (ideas?)4. Ask for feedback from your JA’s on the club, the

meetings5. Do not keep your JA’s for a full hour if they need to be6. Communicate effectively before and after the

meeting, so the JA’s know expectations7. Use Humor (Play Music? Ideas?)

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Tip #1 This week it may be beneficial to teach them how to do a quick

walkthrough of the “industry” tab on yahoo.com/finance. This is a way of creating your Industry Breakdown Slide (remember from

Xun’s recommendation last week). Also an opportunity to show how to find related companies / competitors.

NOTICE IT PROVIDES SOME INDUSTRY AVERAGE RATIOS

GOOGLE HAS COMPETITORS TOO

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Tip #2 – BUSINESS SECTION 10-K It is easy to introduce sections of the 10-K gradually in order for the JA’s to better understand the primary

source of information for equity research. This week I would recommend having the JA’s receive a walkthrough of what the business section is in the

10-K and what it says (maybe use a sample to describe it all). I would then have the JA’s read 10-Ks of relevant companies in the sector you are in in order for them to

understand better, perhaps have them share with you what they found or thought was interesting

You could also introduce the risks factors section of the 10-K as this area will allow you to even

better understand the company and how it functions (at your discretion)

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Tip #3 Share your personal experience regarding the

Your Future In Finance Conference. Many of your JA’s most likely did not attend and it is a good opportunity to emphasize the network and connections that you gained from attending BUFC related events.

» Some of your JA’s may have attended, in which case you could ask them what they thought about the conference.

Career Preparation:

• Career Paths in Finance• Panel: Managing your Career Progression

• Global Career Perspectives• Mock Interviews

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Upcoming Deliverables• Deliverable #2: Select Industry (hopefully / at least

potential ideas Assign Junior Analysts to a SA Industry • Sunday 2:00pm via E-mail to VPs of IR

September 30th

• General Meeting #4:• Wednesday 6:00pm PHO 206 (1 Hour)October 3rd

• Deliverable #3: Industry Definition & grouping of 6-8 Industry Companies

• Sunday 2:00pm via E-mail to VPs of IROctober 7th

• General Meeting #5• Wednesday 6:00pm PHO 206 (1 Hour)October 10th • Deliverable #4: Industry Summary, Additional Industry

breakdowns, & Business Model Slides• Sunday 2:00pm via E-mail to VPs of IR

October 14th