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Links: Global
Investment Research Challenge |
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Ø
guest speakers Ø investment
management experience through the Global Investment Research Challenge and
the CBE Investment Management & Scholarship Fund (see below) Ø
resume building Ø
career information & internships Ø
networking with potential employers Ø
club outings Ø
affiliation with the nationally recognized FMA International Ø FMA online
website relating to jobs, conferences,
finance certifications, and forecast competitions Ø membership in
the FMA National Honor Society—both undergrads and MBA students (for those
who qualify) |
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Meeting Schedule: ·
Tuesday, October 20, 5:30 p.m., Parks Hall 104 o
Agenda:
Short video, stock game, future events, free pizza for members o
·
Tuesday, October 27, 5:30 p.m., Parks Hall 104 o
Speaker: Craig Trotter, Vancouver, B.C., Options and
Futures Hedging o
·
Tuesday, November 3, 5:30 p.m., Parks Hall 104 o
Speaker: Peter Nielsen, Senior Investment Analyst
& Core Fund Portfolio Manager, Saturna Capital o
·
Tuesday, November 10, 5:30 p.m., Parks Hall 104 o
Speaker: Richard Joss, Resource Actuary, Retired,
Watson Wyatt Worldwide o
and author of:
Six Myths in
Modern Finance that Every Investor Needs to Know by Richard R Joss, C Tucker, and Lindsey Craft (Paperback - Jun 16, 2009) ·
Club activities for Fall 2009 o
1) Stock Market Game, o
2) Fall quarter silent auction fundraiser, o
3) FIN 341 tutorial center (volunteers for
this activity should have earned a “B” or better in FIN 341), o
4) guest speakers, o
5) FMA Newsletter o
o CFA
Institute Global Investment Research Challenge: o We will assemble a team of 3 to 5
students (Undergrad &/or MBA) by October 15. o
To be considered for the “team” submit by
10/8/09 a one-page application letter to Earl Benson along with a resume and
college transcript. The letter should
state why you are interested and why you think you are qualified for the
team. A panel of FMKT professors will
determine the composition of the team by looking at several factors including
experience (jobs and internships), courses taken (e.g., successful completion
of FIN 449 will be considered a plus), along with maturity and ability to
work with others in a constructive yet challenging environment. A senior or MBA student will be designated
as the team leader. o For more information see: https://www.cfainstitute.org/society/challenge/ o
and https://www.cfainstitute.org/society/challenge/challenge_benefits.html o
o
CBE Investment Management and Scholarship
Fund o During the academic year we will
assemble teams of students to participate in: o
1) Asset management recommendations that will
be made to the Investment Fund Board of Advisors. These recommendations will be in the area
of strategic asset allocation, types of assets (e.g., mutual funds vs
individual assets). For example, some
asset allocation goals may be more effectively reached by buying an ETF,
while others may be attained through a diversified group of individual
stocks. o
2) Fund analysis— Individual students or teams
will make recommendations to the Investment Fund Board of Advisors regarding
the investment of fund assets in investment companies (mutual funds,
closed-end funds or ETFs) to meet the asset
allocation goals of the fund. o
3) Equity analysis—Individual students or
teams will work with professors and securities industry mentors to make
buy/sell/hold recommendations (regarding individual assets) to the Investment
Fund Board of Advisors. This analysis
most likely will take place as part of FIN 449, during the quarters it is
offered. o
4)
Investment Fund Monitoring and Performance Measurement—a report will
be made to the Investment Fund Board of Advisors in June of 2010. o
[The Investment Fund Board of Directors
will oversee the activities of the student investment management group. This Board will review student
recommendations and act upon them as appropriate based on the Investment
Policies of the fund. The Investment
Board shall have the entire discretionary authority over the management of
the investment funds.] Plus, don’t forget the… THE STOCK MARKET GAME
We
will start a new game ASAP …..Can
you “beat” the street?
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