Tepper Investment Club Kick-off Meeting 9/7/2005

Tepper Investment ClubTepper Investment ClubKick-off Meeting9/7/2005

AgendaAgenda

1. Welcome2. Board Member Introduction3. Club Overview & Initiatives4. Invitation to 1st year students & current members5. Moving Forward…

Board membersBoard members

Larry Shank, President: lshank@cmu.edu

Arjun Batra, VP Alumni & External Relations: arjunb@andrew.cmu.edu

Henry Sandels, VP FI, Derivatives & Alt. Investments: hsandels@andrew.cmu.edu

Tom Scherr, VP Graduate Investment Fund: tscherr@andrew.cmu.edu

David Pan, VP Technology & Communications: davidpan@andrew.cmu.edu

Anirban Chowdhury, VP Mentoring: anirbanc@andrew.cmu.edu

Henry Chen, Case Competitions Director & others: chchen@andrew.cmu.edu

Jerry Tsai, Career Development Director: chungyut@andrew.cmu.edu

Alice Chen, Treasurer: alicechen@cmu.edu

overviewoverviewThe mission of the Investment Club is to provide an

opportunity for MBA and MSCF students to educate themselves about investment research and portfolio management through:

• Tepper Investment Club Fund

• Access to an Industry Speaker Series

• Case Competition

• CFA panels and discounted test prep materials

• Career Mentorship

• Company Visits

Investment Club FundInvestment Club FundThe fund is currently in its infancy; however, we plan to:

• Create a professional money management environment by obtaining access to various software and data vendors

• Work with an Investment Committee consisting of Faculty, Administration, Alumni and Industry Practitioners to establish a formal investment process

• Seek funding within Tepper and from external sources

• Integrate the fund into the curriculum for the Class of 2007

• The fund will help Investment Club members prepare for jobs in Asset Management, Investment Banking, and Equity Research

Industry speaker seriesIndustry speaker seriesWe are currently expecting speakers from the

following companies:

Federated Investors• Linda Duessel, Investment Management

BlackRock• Chris Milner, CEO Anthracite REIT

Rydex Investments• Mike Dellapa

Case competitionCase competition• Open to all Tepper students• Currently scheduled to take place in the spring

semester (either mini 3 or mini 4)

• Will consist of groups commingling both first and second year students

• Integrate skill-sets from course offerings:

[i.e. Finance, Investment Analysis and Financial Statement & Fundamental Analysis]

Cfa Program GuidanceCfa Program Guidance• Panel discussion of CFA designation

– Overview, exam-taking advice

• Possible workshop(s) covering specific areas • Schweser Study Notes discount for Investment

Club members only!– last year the package saved members up to 63%

• Planning to expand our vendor list of CFA preparation materials this year

Internship preparednessInternship preparedness

• Resume Workshop – Learn to fish for life

• Mock Interviews – Identify your Achilles heel

• Navigating the internships – Planning, and then more planning

Career developmentCareer development• Resume book delivery to multiple asset

management firms (independent of COC)

• Resume book posted on the Investment Club / EASE website

• Independent trips to investment management companies

Active participation…Active participation…• With website development, as our new

website will launch within the next few days

• With contacting alumni and industry participants to serve some function for the Investment Club Fund

• Pure logistics of the club

membershipmembershipMBA 2007 Membership1 year membership: $302 year membership: $50

MBA 2006 Membership1 year membership: $30

MSCF MembershipDuration of program: $35

Flextime Membership$50/Remaining years in program

To become a memberTo become a member• Make your check payable to “Carnegie Mellon University”

• On the memo line of the check label “IC 2007 Dues”

• Deliver your check to Alice Chen, Treasurer, via school mailbox, which is located by the 1st year student lockers

– Please follow-up the delivery of the check via email

– Alice will confirm receipt of your check via email

• Please have checks delivered to Alice by next Wednesday, September 14th

Any questions ?Any questions ?

Thank you for attending