Opening Remarks: Jim Ford, Maine, New Hampshire SMG Coordinator Emily Whalen, Community Relations, New Hampshire Union Leader Christina Cuzzi, Manager.

Welcome to the New Hampshire Stock Market Game 2017 Awards Ceremony Thursday, May 18, 2017

Opening Remarks: Jim Ford, Maine, New Hampshire SMG Coordinator Emily Whalen, Community Relations, New Hampshire Union Leader Christina Cuzzi, Manager Community Relations, Fidelity Investments

Today’s Speakers: Rachael Bonnette – Senior High Net Worth Service Specialist, Fidelity Investments Chase Martel – Director Stock Plan Services Executive, Fidelity Investments

SMG 2016-17 Fall Spring Year Long 7.1% 2.8% 11.6% 4.2% 1.4% 6.8%
7.1% % % 4.2% % % 2.5% % % ____________________ 4.9% % % $104, $102, $

SMG MARCH MADNESS! Cecelia Carroll's Blog

Elementary School Division
Fall 2016 Elementary School Division Second Place School: Hampstead Academy, Hampstead Equity: $102,935.86 Advisor: Ms. Cecelia Carroll Team Members: Rachael Stallings Now to honor the students and teachers for their hard work! Again this year, we offered multiple game windows during the Fall and Spring semesters allowing teachers to select the time frame that best fits with their schedule. So, in terms of the awards, we will start with the Elementary Division, then the Middle School Division, and then the High School Division. We will present the InvestWrite Awards at the end of the program. We’ll present the second place teams their awards first, and then on to the first place teams who will briefly discuss their investment strategy. I ask that teachers come up to the podium to introduce their students and briefly mention their involvement in the program (what class used the program, how it was perceived, etc). As for prizes, we are providing SMG bags for all teams, and first place teams will also receive medals along with an SMG banner to be displayed in the school to commemorate their success. Now on to the awards. 56 elementary teams across the state competed in the Fall 2012 session. Our top two teams are from Fort Fairfield Elementary School.

Fall 2016 Elementary School Division First Place School: Sandown North Elementary School, Sandown Equity: $106,748.12 Advisor: Ms. Katie Bruce & Mr. Justin Bentley-Melle Team Members: Xander Motard, Madison Loik, Alexander Garone, Julia Fichera Onto our first place team which finished with $109, We will hear from both Shaun Story and Kelsey Chapman as they discuss their team’s investment strategy.

Spring 2017 Elementary School Division Second Place School: Canterbury Elementary School, Canterbury Equity: $100,092.08 Advisor: Ms. Karen Gingrich Team Members: Cate McDonald, Emanuel Mahoney, Jonathan Holmes On to the Spring semester. We had a total of 63 teams compete in this division across the state and the top two spots belong to Jordan-Small Middle School.

Spring 2017 Elementary School Division First Place School: Hampstead Academy, Hampstead Equity: $103,053.33 Advisor: Ms. Cecelia Carroll Team Members: Jake Materese, Ben Sorber Moving on to the first place team which finished with $120, We will hear from Hayden Dearing discussing the teams investing secrets.

Year-Long Elementary School Division Second Place School: Nottingham West Elementary School, Hudson Equity: $111,855.28 Advisor: Ms. Jennifer Vesey Team Members: Cole San Soucie, Derek Morgan, Lucas Perron Moving onto the year-long session and again Jordan Small Middle School dominated the top two spots. During this session, we had 27 teams compete.

Year-Long Elementary School Division First Place School: Nottingham West Elementary School, Hudson Equity: $ 112,884.07 Advisor: Ms. Jennifer Vesey Team Members: Fabian Galindo, Michael Maghakian, Cole Dionne And on to our first place team which finished with $133, We’ll hear from each member of the winning team.

Middle School Division
Fall 2016 Middle School Division Second Place School: Gilbert H. Hood Middle School, Derry Equity: $126,467.12 Advisor: Mr. Rich Salcito & Mr. Bill Simmons Team Members: Dylan Gagon, James Smith Moving onto the middle school division. We had a total of 135 Teams compete in this session and the top two spots were secured by Piscataquis Community Middle School. In second place the team finished with $102, Rex Webb.

Fall 2016 Middle School Division First Place School: Gilbert H. Hood Middle School, Derry Equity: $127,004.47 Advisors: Mr. Rich Salcito & Mr. Bill Simmons Team Members: Shaley Nolan, Alyssa Beaulieu On to first place from the Fall semester: We’ll hear from Caitlin Patterson and Tylla Gosselin as they discuss their involvement in the program.

Spring 2017 Middle School Division Second Place School: Home School, Bedford Equity: $106,212.99 Advisor: Ms. Jeanne-Marie Kraemer Team Members: Claire Kraemer, Theo Kraemer, Benny Kraemer One to the Spring semester which ran from late February to late April. We had a total of 225 teams compete in this session, but unfortunately Presque Isle was unable to attend today.

Spring 2017 Middle School Division First Place School: Hampstead Academy, Hampstead Equity: $111,347.61 Advisor: Ms. Cecelia Carroll Team Members: Veronica Lewis, Megan Onello, Annie Edwards Back to Piscataquis which snagged the top spot again. Finishing the ten weeks with $112,108.27, we’ll hear from all three team members, Mikayla, Kristen, and Ashley.

Year-Long Session Middle School Division Second Place School: Belmont Middle School , Belmont Equity: $115,551.97 Advisor: Ms. Karen Gingrich Team Members: Maddie Carbone, Emma Gorman Moving onto the year-long session for the middle school division. This was another competitive session with 195 teams across the state competing in the program. Millonocket Middle School finished in second place and Heather Girsa will introduce her team.

Year-Long Session Middle School Division First Place School: Greenland Central School, Greenland Equity: $118,470.45 Advisor: Ms. Lauren Teeden Team Members: Mattia Costea Now onto first place. There is not a typo with the team’s equity. We realize it is lower than the second place team’s, but the program uses a ranking based on a team’s performance against the S&P 500. Lincoln Middle School finished first and we’ll hear from Tommy Joyce as he discusses his team’s strategy.

Fall 2016 High School Division Second Place
School: Nashua North High School, Nashua Equity: $132,444.26 Advisor: Mr. Paul Pollard Team Members: Juan Rivera Moving onto the high School division. During the fall semester, we had 39 Teams compete and he had another strong showing from schools in Presque Isle, but unfortunately they were unable to attend.

Fall 2016 High School Division
First Place School: Alvirne High School, Hudson Equity: $132,590.58 Advisor: Mr. Michael Lee Team Members: Maia Davila, Kaitlyn Hennessy, Olivia True Not coming

Fall 2016 Diversification Game Second Place
School: Alvirne High School, Hudson Equity: $118,403.83 Advisor: Mr. Michael Lee Team Members: Brianna Jones, Kathleen Rice, Sarah Goodell In an effort to keep the program fresh and exciting for veteran teachers who participate year after year, we continued our Diversification Game this year. It worked exactly the same as the other sessions, but students needed to diversify their portfolios by investing in a combination of asset classes. At least two among the following: stocks, bonds, and/or mutual funds. This award will start the Oak Hill High School awards show as they will receive the bulk of the high school awards.

Fall 2016 Diversification Game First Place
School: Alvirne High School, Hudson Equity: $122,998.84 Advisor: Mr. Michael Lee Team Members: Maia Davila, Kaitlyn Hennessy, Olivia True On to first place from the Fall Diversification Game, we will hear from Emily Brill discuss the team’s involvement in the program.

Spring 2017 High School Division Second Place
School: Merrimack High School, Merrimack Equity: $118,981.85 Advisor: Ms. Emily Hartmann Team Members: Rachyl Cushman Moving on to the Spring semester for the high school division, we had 87 teams compete during this session, but unfortunately our second place team from Camden Hills Regional High School in Rockport was unable to attend.

Spring 2017 High School Division First Place
School: Oyster River High School, Durham Equity: $122,010.80 Advisor: Mr. Adam Lacasse Team Members: Maxwell Schuler Back to Oak Hill which snagged the top spot with $114, We’ll hear from Sarah Desjardins discuss the teams participation.

Spring 2017 Diversification Game Second Place
School: Lin-Wood Public School, Lincoln Equity: $99,965.10 Advisor: Mr. Jason Duchette Team Members: Mia Bennington The Diversification Game was again offered during the Spring semester, and again, Oak Hill dominated taking the top two spots…

Spring 2017 Diversification Game
First Place School: Lin-Wood Public School, Lincoln Equity: $99,999.68 Advisor: Mr. Jason Duchette Team Members: Madison Heitz Onto first place. We’ll hear from Brook Begany discuss the team’s investment strategy.

Year-Long Session 2016-17 High School Division
Second Place School: Exeter High School, Exeter Equity: $118,853.66 Advisor: Mr. Rob Newman Team Members: Sean Jones, Eric Schleicher Onto the year-long session which started early September and ran until the end of April. There were a total of 100 teams that competed in this session and both the second and first place teams had an incredible return on their investment.

Year-Long Session 2016-17 High School Division
First Place School: Stevens High School, Claremont Equity: $123,932.72 Advisor: Mr. Charles Gessner Team Members: Logan Bateman Now for the first place team. Had the highest portfolio value of all of the teams I manage in New England with $200, We’ll hear from Patrick Austin as he tells us his team’s secrets!

Advisor Best Equity Awards
Fall Session 2016 Advisor Best Equity Awards (Five or more teams) School: Alvirne High School Equity: $105,336.27 Advisor: Michael Lee

Spring Session 2017 Advisor Best Equity Awards (Five or more teams) School: Hampstead Academy Equity: $101,853.04 Advisor: Cecelia Carroll

Year Long Session Advisor Best Equity Awards (Five or more teams) School: Nottingham West Elementary School Equity: $108,852.26 Advisor: Jennifer Vesey

InvestWrite Competition
Fall 2016 High School Division InvestWrite Competition National #4 Winner! Student: Jessica Nelson School: Concord High School Advisor: Mr. William Crowley Now onto the high school InvestWrite competition. Close to 4,000 high school students across the country participated in the Fall and 1,550 made it to the final judging round. In ME, we had 21 high school essays making it to the final judging round. The writing assignment included the following for our high school students: When making decisions about investing during The Stock Market Game, what are the five most important items you should research before buying a stock, bond or mutual fund? Choose an investment and explain how your research led you to select that investment based on your choice of one of the following: 1. Shorter term / Higher risk 2. Longer term / Lower risk Given your current saving goals and using your research strategy, if you were making a “real world” investment, what percentage of your current portfolio would you place in this kind of investment and why? Research tools Stephanie discussed included an evaluation of the safety of the investment, the potential rate of return, the liquidity of the money invested, the additional commissions of the investment, the tax status of the investment, and most importantly the diversification of the investment. These 5 criteria, led the student’s team to choose a moderately risky, diversified investment for the long term gain, which would ensure a financial backing derived from the Rule of 72, for retirement age. Investing in a mutual fund like Janus Balanced Fund, would be a beneficial investment. Looking at goals and strategies, the student would place some where around 30% of the investment into a mutual fund like Janus Balanced. The diversification allows growth, with less of risk. I conducted a prize patrol up in Sabbatus earlier this semester to award Stephanie her prizes, but wanted to acknowledge her efforts here for writing such a great essay in the Fall.

Fall 2016 High School Division InvestWrite Competition National #6 Winner! Student: Gabrielle Frugard School: Hollis-Brookline High School Advisor: Ms. Kathy Kirby

Fall 2016 High School Division InvestWrite Competition New Hampshire Middle School Winner! Student: Jaisen Soundar School: Hampstead Academy Advisor: Cecelia Carroll

Upcoming Summer 2017 Teacher SMG Sessions!
* REGISTER Soon !!! Spring Enrichment April 17 – June 9 Mid-Summer Teacher Prep – July 7 – July 28 Late-Summer Teacher Prep – Aug 21 – Sep 8 Fall Teacher Prep Sept 11 – Sept 29 SMG State Competitions Year-Long Competitive Session September 11 – April 20, 2018 Fall 10-Week Competitive Session October 10 – December 15 Spring 10-Week Competitive Session February 12 – April 20, 2018 *Diversification Challenge TBA *InvestWrite Fall/Spring Essay TBA

Thank you for coming to the New Hampshire Stock Market Game
2017 Awards Ceremony! We’re at the conclusion of our program and I would like to take the opportunity to again congratulate all of the students and teachers for their hard-work and achievement during your participation in the SMG program. As for next year, we will again offer a ten-week session during the Fall semester along with a year-long session. During the Spring semester we will be offering a ten-week session as well as a non-competitive Enrichment session – which is a great way to end the school year! Feel free to spread the word to other colleagues in your building. I also encourage even more entries to our InvestWrite competition. The program is such a complement to The Stock Market Game program and serves as such a great culminating activity! Not to mention the great prizes the students can win! A couple of house keeping items – if there are any misspellings on students’ awards, please let me know and I will be sending you an shortly if students would like to writing thank you notes to encourage our funders to continue their generosity and keep the program at no cost. We look forward to seeing everyone at our awards ceremony next year! Thanks for coming and have a wonderful summer!!

Opening Remarks: Jim Ford, Maine, New Hampshire SMG Coordinator Emily Whalen, Community Relations, New Hampshire Union Leader Christina Cuzzi, Manager.

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Opening Remarks: Jim Ford, Maine, New Hampshire SMG Coordinator Emily Whalen, Community Relations, New Hampshire Union Leader Christina Cuzzi, Manager.

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Presentation on theme: "Opening Remarks: Jim Ford, Maine, New Hampshire SMG Coordinator Emily Whalen, Community Relations, New Hampshire Union Leader Christina Cuzzi, Manager."— Presentation transcript:

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