SEP 9 2011 Welcome to the Lafayette Investment Club.

Slides:



Advertisements
Similar presentations
Chapter 19 Securities Markets Business Today. 2Prentice Hall Investment Choices Stocks – Preferred Stock – Common Stock Common-Stock Dividends Stock Splits.
Advertisements

Chapter 1 The Nature of Real Estate and Real Estate Markets Real Estate FIN 331.
By Investment Club Executive Board ft Maureen Walz Boehmer.
The Tilted Funds Group Company Presentation The Tilted Funds Group.
Mentorship, Fall 2013 Daniel Bruce GTSF Investments Committee.
September 28 th, What Is Investing? Investing - The art of committing money or capital to future endeavors with expectation to obtain additional.
Lafayette Investment Club April Agenda  Club News  Portfolio  Financial News  Sell Recommendation: AMSC.
Lafayette Investment Club 2/11/11. Club News Portfolio Financial News Education - Commodities Stock Opinion - Equus Total Return (EQS) Agenda.
Lafayette Investment Club 4/22/2011. Agenda Club News Financial News AMSC – what to do? Officer Elections.
The Lafayette Investment Club 09/17/10 WELCOME to.
© 2009 South Western, a division of Cengage Learning 1 Chapter 10:SECURITIES MARKETS Trading Financial Resources.
Cameron McMillan, Mike Covolus, Cory Marks. CMC Financial Agenda 1. What is Finance? 2. Business Problems 3. Making Business Decisions 4. MIS Impacts.
Club Info Those having trouble with the listserv, come see me after the meeting The club meets every OTHER Wednesday. Trip to Wall Street is set for later.
Financial Markets and Instruments Chapter 2. Major Classes of Financial Assets or Securities Debt - Money market instruments - Bonds Common stock Preferred.
The Tilted Funds Group Company Presentation The Tilted Funds Group.
Introduction to Risk and Return
Types of Investments. Stocks Bonds Mutual Funds Real Estate Savings/Certificates of Deposit Collectibles.
Market Indices. What is an index? Remember: A stock market index is simply a basket of stocks that are followed by investors. There are four main indices.
MBA & MBA – Banking and Finance (Term-IV) Course : Security Analysis and Portfolio Management Unit I: Introduction to Security Analysis Lesson No. 1.3–
Common Cents Investment Group Welcome!. Mission Statement “Common Cents Investment Group is an organization open to all students who are interested in.
A quick introduction to investing by CEO Sarah Deming September 8, 2009.
Introduction to Agricultural and Natural Resources The Financial Markets FREC 150 Dr. Steven E. Hastings.
Finance & Investment Club February 20 th, 2013 SAR 101 General Meeting #3.
JP Nijjer – Head Analyst. 2 Everyone Loves Dilbert Introduction Time Value of Money Financial Products StocksConclusion UTEFA.
Back to Table of Contents pp Chapter 31 Investing in Stocks.
Types of Investments Stocks Bonds Mutual Funds Real Estate Savings/Certificates of Deposit Collectibles.
Introduction to the Stock Market The Basics of Stock Investing.
© 2012 McGraw-Hill Ryerson LimitedChapter  An Example: A Canadian Pacific Railway (CP) share had a value of $61.40 at the beginning of By.
Mutual Investment Club of Cornell Week 5: Company Research Oct. 6, 2010.
Friday September 6 th, st Meeting of Fall Semester Lafayette College Investment Club.
MARKET INDEXES CHAPTER THIRTEEN Practical Investment Management Robert A. Strong.
What is a Stock Market?. Where do you go to buy CDs, jeans and books? –Just like a market for CDs, jeans and books, there is a market for stocks People.
Allied Asset Advisors. Sharia’ Stock Screening  Sources of Income - Qualitative  Financial Screening.
Investment Strategy Utilizing Economic Indicators Kenneth M. Lavin, DPM, MSF, Economic Consultant for the 360 Huntington Fund.
Essentials of Investments © 2001 The McGraw-Hill Companies, Inc. All rights reserved. Fourth Edition Irwin / McGraw-Hill Bodie Kane Marcus 1 Chapters 1.
Chapter 4 Security Market Indicator Series As benchmarks to evaluate the performance of professional money managers 2. To create and monitor an.
Ross Finance Club Weekly Breakout Sales, Trading, and Research December 5, 2004 Zachary Emig MBA Class of 2005.
McGraw-Hill/Irwin Copyright © 2001 by The McGraw-Hill Companies, Inc. All rights reserved. 2-1 Financial Markets and Instruments Financial Markets and.
Tuesday, September 3 rd,2013 3:15 to 4:15 pm, Aztec Mesa 101.
Chapter 2 Financial Securities. McGraw-Hill/Irwin © 2004 The McGraw-Hill Companies, Inc., All Rights Reserved. Classes of Financial Assets Financial assets.
11/1/20151 Key Concepts In Finance Dr. Richard Michelfelder Clinical Assoc. Professor of Finance September 12, 2015 PMBA Program Boot Camp.
Agenda  Club News  Market Madness 2: Game Stats  Winners and Prizes  Winning strategies (take notes!)
THE STOCK MARKET. THE FINANCIAL SYSTEM The financial system is a network of institutions which connect investors with borrowers. Institutions in the financial.
Class Business Homework – Solution Solution Group debates/presentations Stock-Trak – Clip Clip.
Types of Investments. Journal 12/9/15 If you could be the owner of one major corporation, which corporation would you choose and why?
Essentials of Investments © 2001 The McGraw-Hill Companies, Inc. All rights reserved. Fourth Edition Irwin / McGraw-Hill Bodie Kane Marcus 1 Chapter 2.
Bell Ringer If you could own stock in any company, which one would it be? Why?
Tuesday, Janurary 22nd. Club Introduction & Information Goals for Semester Comments, Suggestions, & Recommendations My Contact Info Upcoming Events Mentorship.
McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. CHAPTER PLAYLIST SONG: “BIG MONEY“BIG MONEY” BY GARTH BROOKS.
Chapter 12 Supplement B: Equity Securities Chapter 12 Supplement B Equity Securities.
CHAPTER 11 The Stock Market. Section 3: The Stock Market  Objectives:  Evaluate the benefits and risks of buying stock by comparing them to those of.
Member FINRA/SIPC LPL FINANCIAL RESEARCH Putting Current Markets Into Perspective: Why to Stay Invested The economic forecasts set forth in the presentation.
INDEX. PHASE 1 DisneyYes AT&TNo Apple Yes HondaNo VerizonYes.
Fundamentals of Finance Bob Donchez
Fundamentals of Finance Bob Donchez
You’ve got a stock Portfolio! What’s next?
Stock Market 101 What are stocks? What is the stock market?
Global Financial Instruments
Global Financial Instruments
Investments.
Week Notes.
Fundamentals of Finance Tom C. Nelson, PhD
雲端看羅素 Russell 1000 index in a nutshell from cloud
Index vs. Exchange Notes #3.
Ticker Symbols and Stock Quotes
What is a Stock Market?.
Economy Presentation for the ALCO MEETING Economic Research Department
Introduction to the Stock Market
Investing Fundamentals
Financial Instruments
Presentation transcript:

SEP Welcome to the Lafayette Investment Club

Agenda Intro Why Investment Club? Investment Basics Career Services (Gold)

Officer Introduction Blago Baychev (me) – President Miao Wang – VP Jessica Lee – Secretary Annalaura Kraft – Treasurer Kirtika C., Colin S., Greg R.– Analysts Ayla, Marina – Public Relations Kumera Bekele – Webmaster Prof. Michael Kelly – Advisor

Info General Meetings – Every(other) Friday at 12:15pm in Simon L3 Facebook Events – main communication method Next Meeting – Next Friday, Sep 16

Portfolio Assets Under Management: ~ $335,000 (real!)

Why Investment Club? Gives you a chance to make real life investment 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 Wall Street 2 Movie Trip Market Madness Competition Wall Street Panel Hedge Fund Trip

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 St.

Gourmet PPPIZZAAAAAAA!!!!!

Investment Basics S&P 500 (5 year snapshot) What is the S&P 500? The Standard and Poor’s 500 Index is a market capitalization weighted index of 500 stocks. The index is designed to measure performance of the broad DOMESTIC economy through changes in the aggregate market value of 500 stocks representing all major industries.

Other important indicators DJIA: Nasdaq: year Treasury: 1.98 % EUR/USD : Gold: 1, Oil: DJIA (Dow Jones Industrial Average): price weighted average of 30 blue chip stocks that are generally the leaders in their industry Resources (more on sites.lafayette.edu/investmentclub) (sign up for “Term of the Day”)

Career Services

Thank you! See you NEXT FRIDAY, SEP 19 !!!