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General Meeting #4 Finance & Investment Club PHO 206 – 10/03/2012.

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Presentation on theme: "General Meeting #4 Finance & Investment Club PHO 206 – 10/03/2012."— Presentation transcript:

1 General Meeting #4 Finance & Investment Club PHO 206 – 10/03/2012

2 Finance Club 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

3 Upcoming Speaker Events
Bob Pan – Vice President Joined ABRY in 2007 from UBS where he served in the Mergers & Acquisitions group. Bob is a graduate of Duke University Alex Funk – Associate Joined ABRY in 2010 from the Global Healthcare group of Bank of America Merrill Lynch.  Alex graduated summa cum laude and Phi Beta Kappa from The George Washington University Aaron Klein – Vice President Joined Keybanc in 2005 where he serves in the Clean Tech & Energy groups. Aaron is a graduate of Ohio University

4 Employment Opportunities
Company: Bank of America Merrill Lynch Positions: Investment Banking Summer Analyst, Global Capital Markets Summer Analyst Location: New York When: Summer 2013 Requirements: Junior standing, 3.2 minimum GPA Send resume to by 11:59pm on October 21st Company: Citigroup Position: Sales & Trading Summer Analyst Requirements: Junior standing

5 Executive Board Panel Major: BSBA; Concentration in Finance; Minor in Economics Internship Experience: Corma, Inc., Coburn & Meredith, Provident Healthcare Partners, Wall St. Training, Keybanc Capital Markets, Jefferies & Company. Other BU Activities: Professional Director, Alpha Kappa Psi Advice: Whatever you are planning to do in college start doing tomorrow.  Four years are shorter than you think. Specialties: Finance Internships (part time / full time - summer) Networking Resumes / Cover letters Career oriented on-campus activities Christopher Kovalik President

6 Executive Board Panel Internship Experience:
Business Analyst at Consumer Company (Japan), Summer Analyst at Hybrid Private Equity, and Investment Banking Firm Other BU Activities: (Golf, ballroom and kung fu freshman year), investing is my life.  Advice: You got to be passionate, you got to think, and you got to work to be in the industry.  2) You will make mistakes and you better make the big ones now and you ought to learn from them. 3) Investing or trading, at its core, is an emotion battle, so you need to figure out your risk tolerance level 4) You need to find your "own" investment style, strategy and niche.  Next Summer / Full-time / Current Activities: Not working on sell-side.  Xun Yao Chen VP - Investment Research

7 Executive Board Panel Internship Experience:
Deutsche Bank, J.P. Morgan, U.S. State Department Other BU activities : WTBU Student Radio, music production One piece of advice: Have a great story Next summer / full-time / current activities: Deutsche Bank Stefan Bell VP – Corporate Relations

8 Executive Board Panel Internship Experience:
Global Wealth & Investment Management Intern at Merrill Lynch, Summer Financial Analyst John Hancock Financial Services Other BU Activities: Head Teaching Assistant SM 121 /22, Pi Kappa Alpha Fraternity, Studying for CFA Level I Advice: Learn to manage your upward relationships Next Summer / Full-time / Current Activities: Networking at bulge brackets in New York City / President of nonprofit organization founded summer 2012 Joseph McNiff VP - Investment Research

9 Executive Board Panel Internship Experience:
Gym-pact, BU Research, Start-up Consulting Other BU Activities: Alpha Kappa Psi, SMG Government Advice: Take more Computer Science and Math classes Next Summer / Full-time / Current Activities: Will see... Andrei Tapliga VP - Technology

10 Executive Board Panel Internship Experience:
Orkla Finans, AS Finansiering, Sparebanken Oest Other BU Activities: Defensive End, Boston Terriers Advice: Go abroad during your sophomore summer. Next Summer / Full-time / Current Activities: Networking Knut Kirchoff VP - Operations

11 Executive Board Panel Internship Experience:
Mitsubishi UFJ Financial Group, Kerkering & Barberio, LCM Capital, Karvy, Inc. Other BU Activities: Student Government, International Business Club, Value & Investing Club, Volunteering Advice: Start early, differentiate yourself and stay in touch with consistently with contacts Next Summer / Full-time / Current Activities: Deciding  Ashwin Telukuntla VP - Investment Research

12 Executive Board Panel Questions?

13 Industry Definition – Wireless Telecom
Companies in this industry provide mobile phone, data, paging, or broadband internet services to consumers both domestic and abroad by operating transmission facilities and radio tower networks that route radios waves from one source to another. U.S. Cellular Corp (NYSE: USM) MetroPCS Communications (NYSE: PCS) Leap Wireless International (NASDAQ: LEAP) ClearWire Corp (NASDAQ: CLWR) USA Mobility Inc (NASDAQ: USMO) Atlantic Tele-Network (NASDAQ: ATNI)

14 Oil Pipelining Transportation
Industry Definition – Midstream Oil Pipeline Transportation The Oil Pipelining Transportation Industry is comprised of companies in the business of transporting oil through pipelines from the oil wellheads, refineries, and storage facility to customers. The midstream business purely focuses on transportation from the upstream (exploration/producers) to the downstream (refineries).

15 Industry Definition – Industrial Electrical Equipment
Firms in this industry primarily manufacture core electrical components and value-added components such as high voltage transformers, motors/generators, switchboard controls and electrical wire fibers. Products generally service mostly heavy manufacturing industries such as transportation, construction and military equipment, however there is significant demand among softer industries. Firms also have presence in global markets, particularly China, India and Mexico

16 Industry Definition – Apparel Retail
Firms in this industry design, market, and distribute a range of clothing with operations primarily within the United States. These firms specifically target a middle class demographic from 15 to 40 years old that is seeking fashionable clothing tailored towards casual wear. Each firm has an established brand name recognized by its customers and sells their own products for full price unlike discount retailers. NYSE: GPS NYSE: OXM NYSE: KORS NYSE: PVH NYSE: EXPR NYSE: AEO

17 Industry Definition - Medical Devices
This industry includes manufacturers of electro medical and electrotherapeutic equipment, such as magnetic resonance imaging equipment, medical ultrasound equipment, pacemakers, hearing aids, electrocardiographs and electro medical endoscopic equipment. Medtronic Inc. (NYSE: MDT) Boston Scientific (NYSE: BSX) Baxter International (NASDAQ: BAX)

18 Industry Definition - Pharmaceutical
Pharmaceutical companies develop and manufacture drugs and medications. The industry is split into two branches, generic and brand name. Generic pharmaceutical companies develop prescription and over-the-counter drugs without patent protection, while brand name develops innovative drugs with patent protection. Pfizer (NYSE: PFE) GlaxoSmithKline (NYSE: GSK) Novartis (NYSE: NVS)

19 Industry Definition - Biotechnology
The biotechnology industry uses living organisms to develop and manufacture chemicals, food and medicine. Companies in this industry use living organisms such as animals and plants to develop products that can be used for human needs. Amgen (NASDAQ: AMGN) Gilead Sciences (NASDAQ: GILD) Celgene (NASDAQ: CELG)

20 Industry Definition - Diversified Electronics
Market Capitalization: $398 B “tiny parts can add up to big business” – AVX Components for electrical/optical signals PC, Trains, Hybrid automobiles, Telecommunication, Medical Devices Capacitors, Connectors, Memory Systems

21 Industry Definition The Real Estate Development Industry include companies which primarily service land, subdivide real properties into lots and develop lots for sale to builders. Land developers prepare a site for building construction. Primary activities in this industry include the acquisition and excavation of land, land subdivision, which includes installing basic amenities such as utility connections, roads and sidewalks. NYSE: FOR NYSE: BRP NYSE: PHM NYSE: BXG NYSE: LEN

22 Recent Events

23 Recent Events

24 Recent Events

25 Celebrating our Alumni
Special thank you to the alumni who made it all possible: Genevieve Gilroy – Research Associate Graduated in 2011 with a dual degree BSBA & Political Science Michael Tobitsch – Associate Graduated in 2007 with a BSBA degree

26 Incorporating your advice!
Please go to to fill out the “Event Feedback” form.

27 Resources 2012 Senior Analyst Guide Book
Over 75 pages of information & how-to guides for valuation

28 Finance Club Resources (cont’d)
BU INVEST LOG-IN INFORMATION: Username: bufcmember Password: 12bu2012

29 Parting Words Happy Birthday Knut!

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