Spring 2014 Reflection

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

LinkedIn

Dropbox