Investment ClubApril 25th, 2014

Agenda

1.Portfolio Update

2.Board Voting

Portfolio Update

April 25th

AchievementsSuccessfully implemented

2% ruleSingle name equity only

Stabilized portfolioManaged to track S&P500

Established transaction tracking system

Observed Portfolio Constituents

91 BPS above market

Kudos1. President - Tim Simon

2. VP - Annalaura Linder

3. Chairman of the Board - Chris Busuttil

4. Market Analyst - Ryan McCormick

5. Analyst - Angel Stoychev

6. Analyst - George Rakic

7. Analyst - Peter Oberrender

8. Analyst - Sean O'Toole

9. Treasurer - Brendan Gover

10. Marketing Director - Cory Scheuerle

KudosMike Kelly - Financials

Eric Tilson – Health Care

Othman Guennoun – Consumer Discretionary

Drew Losito - Industrials

Kyle Lievre – Energy, Utilities

Phil Manna – Consumer Staples

Ben Tschan – Materials, Telecom

GoalsStep away from S&P500

Hedge for the summerWe move with the marketQE will end mid summerNobody can execute trades

Possible goals?Other assets?

Different diversification?

Focus on one sector? One cap?

Better food?

More shirts?

Why is there no better time for you to step in?

1. We are setting up goals for next semester

2. We are question everything

3. Every day we learn

4. You’ll get a T-Shirt

5. You get to see whether your bets make money

6. If they do, good for you

7. If not, still ok

8. You’ll have some good time

See you at our next meeting(Sunday + Monday)

Let’s set some goals!

George R.

rakicd@lafayette.edu

Board Voting

Board Positions-President

-VP

-Chairmen of Board

-Market Analyst

-Treasurer

-Marketing Director

-Five Analysts (Each Analyst Will Cover 2 Sectors)

Sectors

-Information Technology-Financials-Health Care-Consumer-Industrials -Energy-Consumer Staples-Materials-Utilities-Telecom

Cory Scheuerle

Two Year Board Member: Analyst and Marketing Director

Worked on buy/sell presentations, market update, portfolio overview, educational

Spend past 2 summers at SAP America

Understands value of Investment Club

Angel StoychevInvolvement with the

club: Buy/Sell, Educational Presentations (Retail Sector, Technical Analysis, etc.), market updates, portfolio overviews, brought speakers (Dan Stefan, Bloomberg)

• Member since freshman year and board member since sophomore year

• Have given numerous buy/sell and educational presentations over my three years in the club

• Interned at B of A: Merrill Lynch in their Private Wealth Management division

•

Peter Oberrender

Kyle LievreMarket Watch Competition Winner

Successfully pitched American Water Works (AWK), which has gone up since the purchase date

Involved in Portfolio Updates

Currently working on a deeper analysis of our stocks in the energy and utilities sectors

Real life Investing Experience

Will have completed an Economics minor by the end of the fall semester

BS Math, BS CompSciCurrently an Analyst

Focus on PortfolioRunning for VP/ Chairman

George Rakic ‘15

Stacey-Ann Pearson

Positions of Interest Chairman of Board, Market Analyst

Future Club Interests Campus Recognition Exposure, Etiquette and Resources Involvement, INVOLVEMENT

Hometown: Kingston, Jamaica (80º and Sunny) Major: Civil & Environmental Engineering

Minor: Economics

Related Experience: Understudy Analyst, LIC Credit Risk Intern, Morgan Stanley Finance Analyst, CRCC Asia

Emily Evanko

Experience Internship at Navigate Hedge

fund Morgan Stanley Externship Merrill Lynch Externship

Investment Club Activities: Helped with Market Update Attended Board meetings

Spring Semester

Marketing Director Specifics Bruns-Pak Worldwide

Marketing Intern Career Services Gateway

Ambassador Marketing Director for AFCE

Andrew FaettHave participated in

Market Updates

Attended numerous board meetings

Interested in learning more about finance

Placed well in the Market Watch game

Jason ShavelActive Member this

year, presented Multiple Market Updates and an Educational Piece on Wealth Management

Summer job working in Finance and Wealth Management

I own that tux

Steven Oylarov

Experience:•This summer I will have a paid internship with Moody’s Investor Services in their Global Research Department.•Externships with Margolin, Winer & Evans LLP and Halliday Financial.Club Involvement:• General body meetings, Board meetings, and Mentorship meetings

General:After having been an observer in the investment club for the past two semesters, I have been learning and absorbing information to try to get more involved in the decision making of this club. I now feel confident and ready to take the next step and becoming an analyst for the Investment Club. My internship this summer will allow me to further increase my financial knowledge and research skills, that I can bring with me to the club as an analyst.

Mac Gallagher Interned at TGS Financial Advisors

– a small wealth management firm

2 year member of the Lafayette Investment Club

Sophomore, Economics Major

The opportunity for hands-on financial analysis

Ben Falcone• Delivered Buy Presentation• Delivered Financial News Updates• Attended Weekly Meetings• Attended Board Meetings• Participated in Market madness• Completed Job Shadows at various financial institutions

OTHMAN GUENNOUNClass of 2017

Tangier, MOROCCO

Major: Mathematics and Economics w Finance Certificate

Running for ANALYST position

Involvement in Investment Club:

• Gave my first Market Update the second meeting of the club fall semester and have given and led several since then.

• Gave a presentation on financial statements and ratios and how each is used for the analysis of a company.

• Attended the majority of the Board meetings starting the end of the fall semester

• Currently involved in the Portfolio Update project

Experience: Learned several things related to the market and how to look at company’s from my brother who is an analyst at BofAmerica