Presentation is loading. Please wait.

Presentation is loading. Please wait.

M c I n t i r e I n v e s t m e n t I n s t i t u t e M C I NTIRE I NVESTMENT I NSTITUTE A T THE U NIVERSITY OF V IRGINIA Prepared by the MII Managers|

Similar presentations


Presentation on theme: "M c I n t i r e I n v e s t m e n t I n s t i t u t e M C I NTIRE I NVESTMENT I NSTITUTE A T THE U NIVERSITY OF V IRGINIA Prepared by the MII Managers|"— Presentation transcript:

1 M c I n t i r e I n v e s t m e n t I n s t i t u t e M C I NTIRE I NVESTMENT I NSTITUTE A T THE U NIVERSITY OF V IRGINIA Prepared by the MII Managers| September 5 th, 2012 Club Introduction 1

2 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII’ S M ISSION AND O RGANIZATION 2 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

3 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII IS L EAD BY A M ANAGEMENT T EAM OF N INE S TUDENTS Harrison Freund, President Commerce ‘13 Jonathan Wulkan, CMO Commerce ‘14 Haroon Masood Commerce ‘14 Nick Jones Commerce ‘14 Ryan Rechkemmer, CFO Commerce ‘14 Kelvin Wey, CIO Commerce ‘14 3 Ajay Sundar Commerce ‘14 Rob Sampson, VP Biology ‘13 Alex Abosi Commerce ‘13

4 M c I n t i r e I n v e s t m e n t I n s t i t u t e L EVELS OF I NVOLVEMENT 4 9 Managers 9 Associates 33 Analysts 106 Members

5 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII I S G UIDED BY K EY S UPPORTERS 5 John Griffin MII Benefactor Dean Gerald Starsia Treasurer, McIntire Foundation Professor Patrick Dennis MII Faculty Adviser Dean Carl Zeithaml Dean, McIntire School of Commerce

6 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII’ S M ISSION AND O RGANIZATION 6 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

7 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII IS F IRST AND F OREMOST A L EARNING O PPORTUNITY 7 Brainstorm and Research Companies Attend Education Sessions and Speeches Share our Ideas at Weekly Meetings Learn by Investing Real Money

8 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII C OLLECTS F UNDAMENTAL, V ALUE A DDED R ESEARCH 8 CustomersCompetitors Industry Experts Suppliers 360 ° Company Mosaic

9 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII M EMBERS ARE L IKE D ETECTIVES – W E S CRUTINIZE C OMPANIES 9

10 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII I NVESTS IN B USINESSES WITH S TRONG F UNDAMENTALS 10

11 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII B ETS A GAINST V ALUE -D ESTROYING C OMPANIES FadsFraudsFading Stars Companies that mislead customers and investors Often use misleading marketing or “cook the books” Examples: Enron, New Oriental Education, Sunbeam, WorldCom Companies with obsolete products and/or shrinking markets Often “late to the game” or unable to adapt to changing competitive environments Examples: Kodak, GameStop, Garmin, Best Buy, Nokia Companies with unsustainable growth Often sell consumer goods like clothing, dietary products, or toys Examples: Crocs, Green Mountain Coffee Roasters, Herbalife 11

12 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII M ANAGES A P ORTFOLIO V ALUED AT A ROUND $557,000 12

13 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII’ S M ISSION AND O RGANIZATION 13 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

14 M c I n t i r e I n v e s t m e n t I n s t i t u t e J OIN MII TO L EARN A BOUT B USINESS AND I NVESTING 14 WACC “Short” a Company Competitive Advantage Margin of Safety P/E Ratio “Moat” CAGR Hedge Funds Value Trap Price vs. Value Discounted Cash Flow Sell-Side Earnings Estimates EBITDA 10-Q

15 M c I n t i r e I n v e s t m e n t I n s t i t u t e J OIN MII TO P REPARE Y OURSELF FOR THE C OMMERCE S CHOOL 15

16 M c I n t i r e I n v e s t m e n t I n s t i t u t e J OIN MII TO S TART Y OUR I NVESTING T RACK R ECORD 16

17 M c I n t i r e I n v e s t m e n t I n s t i t u t e J OIN MII TO P REPARE FOR A C AREER IN F INANCE 17

18 M c I n t i r e I n v e s t m e n t I n s t i t u t e J OIN MII TO U NDERSTAND P ERSONAL F INANCE 18

19 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII H AS O VER $90,000 W AITING TO BE I NVESTED IN Y OUR I DEA ! 19

20 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII’ S M ISSION AND O RGANIZATION 20 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

21 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII W ANTS S TUDENTS F ROM A LL B ACKGROUNDS AND Y EARS Diversity of membership leads to better discussions, investment ideas, and decisions Our desired membership is diverse across genders, majors, and nationalities 21

22 M c I n t i r e I n v e s t m e n t I n s t i t u t e F OUR -P HASED M EMBERSHIP S ELECTION P ROCESS 22 Conversation  Schedule a minute conversation with an MII Manager (September 14 th through September 16 th )  Learn about each other, discuss your idea and ask questions Involvement  Attend at least 60% of meetings  Exceptions for Analysts, Associates and Managers who have legitimate time conflicts (talk to Rob) Education Session  Attend an education session on Friday, September 7 th from 1:15 - 2:30pm or 4:00 - 5:15pm in RBT 256  Learn the basics of stock analysis Stock Idea  Prepare a one-page stock memo outlining your best long or short idea  to on September 12 th by 10:00 PM

23 M c I n t i r e I n v e s t m e n t I n s t i t u t e MII’ S M ISSION AND O RGANIZATION 23 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

24 M c I n t i r e I n v e s t m e n t I n s t i t u t e P ROFESSIONAL E VENTS 24  MII will sponsor a stock pitch competition for all students within the University around UVA’s Investing Conference  Featuring industry professionals for judges and thousands of dollars in prize money  Kyle Bass, Managing Partner of Hayman Advisors, to teach a Value Investing 101 class to MII  Institutional Investor Magazine’s investing competition  Make buy, sell or hold recommendations backed up with written materials and judged versus peers and industry benchmarks  The results of the competition will be publicized in the magazine  MII-sponsored networking events with major financial institutions

25 M c I n t i r e I n v e s t m e n t I n s t i t u t e Q UESTIONS ? 25 ?


Download ppt "M c I n t i r e I n v e s t m e n t I n s t i t u t e M C I NTIRE I NVESTMENT I NSTITUTE A T THE U NIVERSITY OF V IRGINIA Prepared by the MII Managers|"

Similar presentations


Ads by Google