Download Investment Club General Meeting September 7

By Investment Club Executive Board ft Maureen Walz
Boehmer
Brief History
 The “Veteran’s Investment Research Fund,
Incorporated” was founded after WWII in 1949
 The funds were donated to John Harold Tarbell,
Associate Professor of Business and Economics at
Lafayette
 The club is a non-profit club that is tax exempt as long
as the funds are being used for educational purposes
 Many different stories about how the club first came
about
Investment Club Officers
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Greg Rau – President
Anthony Zawadzki – Vice President
Treasurer – Sean O’Toole
Secretary – Angel Stoychev
Overseas Analyst – Tim Simon
Analysts
 Chris Busutill
 “Joe” Guanxiong Zhou
 Pete Oberrender
 Annalaura Linder
 Corey Scheuerle
And how did it change over the Summer
Profit/Loss over the Summer
 Stats of the portfolio April 2012:
Portfolio
Historical Price
Paid
Market Value
Profit/Loss
$297,664.04
$337,622.18
+13.42%
 Stats of the portfolio September 2012:
Portfolio
Historical Price
Paid
Current Market
Value
Profit/Loss
$297,664.04
$382,545.67
+28.52%
Change in Market
Price
Profit/Loss
$44,923.49
+13.3%
All Time Price % Gainers
1.
IBM: + $14,955.01 (150.57%)
2. DBP: + $2,148.80 (83.62%)
3. CVX: + $4,058.41 (81.43%)
All Time Price % Losers
1.
VWDRY: - $5,155 (-80.3%)
2. BAC: -$6,780.4 (-77.93%)
3. HPQ: - $1,253.5 (-58.77%)
What Does the Investment Club
Have to Offer?
 Gives you a chance to make real life investment
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decisions such as buy/sell stocks
Meet new interesting people who have the same
passion for finance and investing as you do
Educate you on financial statements such as the
balance sheet, income statement, and cash flow
statement.
Learn different types of securities and ways you can
minimize the risk of your own portfolio(options, stop
loss orders)
“we give you the tools to succeed” - Miao
Events
 Finance Night
 Market Madness Competition
 Wall Street Panel
 Guest Speakers from top
Financial Institutions
Help us Help You
 The investment club is a great resume booster
 Something to talk about during job/internship
interviews in careers in the field of finance
 Past members of the club are always reaching out to
current members and the Investment club is a good
tool for networking
Alumni
 We have club alumni as well as current members who
work on wall street
Gourmet PPPIZZAAAAAAA!!!!!
Lafayette Career Services
201 Hogg Hall
•Career Fair
•Finance Night in New York
Follow us on
Twitter:
@LafCareerSvcs
•Career Vault
•On-Campus Interviewing
•Semester Calendar
•Next Steps
Like us on
Facebook:
Lafayette
College Career
Services
Career Fair
 Details:
 Wednesday, September 19th
4:30PM-8:00PM
Marquis Hall
 Making the Most of the Career Fair:
 Resume Drop-Off: Wednesday, Sept. 12, 9am-4pm
 Navigating the Career Fair: September 13th
 Resume Riot: Monday, Sept. 17, 9am-4pm
Making the Most of the Career Fair
 Research employers ahead of time
 Bring multiple copies of your resume in a folder
or portfolio
 Practice your 30 second introduction
 Use a firm handshake and make eye contact
 Dress appropriately
Career Advisor Video on Career Fair Prep
Finance Night in New York
 Thursday, October 11, 2012
 Transportation Provided
 Online Registration Required
 $20 Refundable Deposit
 Attend ONE mandatory prep session
Career Vault
 Everyone has an account, you just need to activate it.
 Internship postings
 Job Postings
 On-Campus Interviewing Opportunities (OCI)
 Applying for Externships
 Don’t wait for emails – check regularly
 It’s only ONE resource for internship and job searching
Current Opportunities in Career Vault
Citi Financial Analyst - deadline is TONIGHT
OCI opportunities:
 Johnson & Johnson, IBM, M&T Bank, FactSet,
SEI, Bloomberg (FT & Interns) , GX Clarke (FT &
Interns) . . . . . .
Other full time and internship opportunities
 Check regularly!!
Semester Calendar
Next Steps
 Schedule workshops and programs on your calendar
 Watch your email for Finance Night information
 Read the CSWeekly every Thursday to stay up-to-date
 Check the Career Vault regularly
 Meet with your Gateway Counselor
 FIRST YEARS: Attend a 1st Year Gateway Group Meeting
…Have a great year!
Thanks for coming
everyone!!!
See you next week!!!