Investment Club General Meeting September 7, 2012

By Investment Club Executive Board ft Maureen Walz Boehmer

Brief HistoryThe “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 OfficersGreg Rau – President Anthony Zawadzki – Vice PresidentTreasurer – Sean O’TooleSecretary – Angel StoychevOverseas Analyst – Tim SimonAnalysts

Chris Busutill“Joe” Guanxiong ZhouPete OberrenderAnnalaura LinderCorey Scheuerle

Current Portfolio Overview

And how did it change over the Summer

Profit/Loss over the SummerStats of the portfolio April 2012:

Stats of the portfolio September 2012:

Historical Price Paid

Market Value Profit/Loss

Portfolio $297,664.04 $337,622.18 +13.42%

Historical Price Paid

Current Market Value

Profit/Loss

Portfolio $297,664.04 $382,545.67 +28.52%

Change in Market Price

Profit/Loss

$44,923.49 +13.3%

All Time Price % Gainers1. IBM: + $14,955.01 (150.57%)

2. DBP: + $2,148.80 (83.62%)

3. CVX: + $4,058.41 (81.43%)

All Time Price % Losers1. 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

decisions such as buy/sell stocksMeet new interesting people who have the same

passion for finance and investing as you doEducate 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

EventsFinance NightMarket Madness CompetitionWall Street Panel Guest Speakers from top Financial Institutions

Help us Help YouThe investment club is a great resume

boosterSomething to talk about during job/internship

interviews in careers in the field of financePast members of the club are always

reaching out to current members and the Investment club is a good tool for networking

AlumniWe have club alumni as well as current

members who work on wall street

Gourmet PPPIZZAAAAAAA!!!!!

FREEEEEEEEEEEE!!!!!!

Like us on Facebook: Lafayette College Career Services

Follow us on Twitter: @LafCareerSvcs

Lafayette Career Services201 Hogg Hall

•Career Fair

•Finance Night in New York

•Career Vault

•On-Campus Interviewing

•Semester Calendar

•Next Steps

Career FairDetails:

Wednesday, September 19th

4:30PM-8:00PMMarquis Hall

Making the Most of the Career Fair:Resume Drop-Off: Wednesday, Sept. 12, 9am-4pmNavigating the Career Fair: September 13th Resume Riot: Monday, Sept. 17, 9am-4pm

Making the Most of the Career FairResearch 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 YorkThursday, October 11, 2012

Transportation Provided

Online Registration Required

$20 Refundable Deposit

Attend ONE mandatory prep session

Career VaultEveryone has an account, you just need to activate it.

Internship postingsJob PostingsOn-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 opportunitiesCheck regularly!!

Semester Calendar

Next StepsSchedule 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!!!