Finance & Investment ClubFebruary 20th, 2013SAR 101

General Meeting #3

 

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Guest announcement: Alpha Kappa Psi Stock Market Competition

RULES: There are two games you can participate in. 1) Static: cost minimum $2 You will get $20,000 to invest in up to three stocks on the NYSE/ NASDAQ. 2) Dynamic: cost $5 flat Sign up for a marketwatch portfolio and participate in an online stock portfolio competition. TO WIN:1) The participant with the highest percentage return in each game wins.

Find us at the SMG Atrium to sign up from 2/21 to March 1st.

 

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Introduction to the Finance Club at Boston University

Long-term Goals

Education To offer an educational, real-life opportunity for

aspiring investment professionals

Community To foster lasting relationships amongst our

membership in Boston University and beyond

Alpha To continue professional procedures to

maintain an alpha generating process

Growth Personal, career and fund growth

 

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IM Update• Current Fund - $51,340.68• +11.25% for the year• Small Cap Holdings +14.09%• +9.63% Benchmark

• Top Equity Performers- PKG (Packaging Corp. of America - Materials)•  +37.5% from Jan 2012 

• Target Cash Balance 10% - Roughly $5,000 • Recent Activity • Sale of DHX - 3.5% Gain- Proceeds allocated to PSCC (staples) & PSCD (discretionary) ETF

• Current Long Focus:• Real Estate• Tech • Materials• Industrials

• Current Short Focus• Consumers

• Fixed Income:• Investment Grade sale - Possible high point in I grade market• Based on Endowment Fund Evaluation look to eliminate fixed income holdings

 

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Finance Club Resources

 

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Finance Club Resources (cont’d)

BU INVEST LOG-IN INFORMATION:

Username: bufcmember

Password: 12bu2012

 

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Finance Club Resources (cont’d)

 

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Wall Street Trip

Friday, April 19th 

7:00AM: Depart from Boston 11:30AM: Arrive in NYC 12:00PM: Networking luncheon with

senior BU finance alums (>= VP) – Millesime restaurant in Midtown

2:00PM: Eight site visits to major financial firms– Two per group

6:00PM: Depart from NYC

Ticket Price TBA

Sample Past Site Visits