About UIS
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Transcript of About UIS
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Undergraduate Investment Society
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Content and Agenda
Our Mission
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Empowering Students with Financial Knowledge
UCSD UIS
Educate
Empower
Network
Financial Literacy
Industry News and Seminars
Technical Competencies
Strengthened Business Acumen
Immersive Industry Experience
Legacy and Alumni Network Support
Financial Professionals Network
Connect with Prominent Industry Figures
Bridge UCSD Community with Corporations
Undergraduate Investment
Society
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What is UIS?
Content and Agenda
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Research
& Education
Department
-CFA Challenge
-Officer
Education
-News Updates
-Workshop
UIS Structure
Connecting UCSD student
community, investment knowledge, and
industry professionals
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Program & Events
Content and Agenda
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UCSD’s premier education and networking event catered toward students
looking to broaden financial knowledge and employers seeking fresh talent.
The UIS Financial Horizons Conference invites prominent industry executives
to keynote and lead hands-on workshops. Over the years, UIS has
consistently delivered successful conferences that highlight key industry
trends.
Description
Ken Fisher – CEO of Fisher
Investment and Forbes Columnist
Harry Markowitz – Father of
Modern Portfolio Theory and
Nobel Laureate
Brian Hersman–Vice President
of JMI Equity
Notable Past SpeakersAttendance
2006 2007 2008 20090
50
100
150
200
250
300
350
Stu
den
ts
Year
Financial Horizons Conference
Professionals Students Alumni
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Various MBA
Student teams
from SDSU and
UCSD
The CFA ChallengeA forum to introduce hands-on investment
opportunity and provide real world
investment professional experience
Involvement Challenge Competition Value
Utilization of real
world equity research
practices and in
person education
from executive level
professionals.
•Tim Liu
•Armand Kok
•Herman Chan
•Ryan Aditya
•Rady School of Mgmt
MBA Student
To create report
on Leap Wireless
International
CFA Institute Global Investment Research
Challenge 2009
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2010 S
um
mary
of
Even
ts
Sp
ea
ker
Ev
en
t
Provided insight on his experience with
portfolio management and institutional
investing.
Robert MarrenNicholas-Applegate MD and
UCSD endowment fund manager
50
Paul TembyDowling &Yahnke portfolio manager and Partner
Explored the business and investment
aspect of managing a private wealth
management firm 40
George ShinnGranite Asset Management consultant
Shared his take on alternative investments
in commodities markets 35
Navigating Different
Careers in Finance Students explored the in and outs of
finance careers 30
From Stocks to
Carbon
Nicholas Monterrosa, trader at CE2 capital
introduced environmental commodities and
detailed the trading dynamics of carbon
markets
35
Wo
rksh
op
Weekly General Body MeetingsEngaging workshops by accomplished speakers
on diverse topics of financial knowledge
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Portfolio
Management
Analyst
Research
Career
Exploration
Company
Tour
Executive LuncheonTour a company and network with
professionals from the firm
Networking Industry Education
Trading
Corporate
ReorganizationMentorship
Job
Discovery
Companies
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Increase value add
UIS succession
planning
Cultivate talent
from within
Professional
development
Areas of need
identification
Network building
Successful
Mentors
Developing
Mentees
Ongoing
UIS
Network
Alumni ProgramTo develop a network of rising investment
talent and UIS graduates
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Future Goals
Content and Agenda
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Sustain leadership at UCSD
as largest finance and
investment-focused
organization
Strive to prepare members
and the UCSD student body
through independent
research and hands-on
experience
Become a rich resource of
investing and finance
knowledge that transcends
into future generations of
aspiring investment talents
Aspirations for the Future
Continue to connect
accomplished industry
professionals and student
community