s tudent i nvestment a ssociation spring 2012 msu student investment association1

STUDENT INVESTMENT ASSOCIATIONSpring 2012

MSU Student Investment Association 1

AGENDA• Overview of the SIA• Survey Results• Proposed Changes

– Educational Series– Current Events

• Analyst Program• Speakers/Roadshows


OVERVIEW OF THE SIA– History

• Founded February 2004• The first undergraduate student run portfolio• All majors are welcome ~ everyone needs to invest!

– Objectives• Education, application, promotion of members• The SIA was established to educate members on

investing in the stock market• Opening the doors of Wall Street for our members

– Membership Types• General Membership• Analyst Program Membership


ORGANIZATION BREAKDOWN


Analyst Program General Membership

Networking Events

Road Shows

Educational Series

Conduct AP Presentations

Review AP Presentations

Professional Speakers

SURVEY RESULTS

• Too many AP presentations• Would like to see more:– Investing Education– Current Events– Speakers

• Knowledge is too concentrated


PROPOSED CHANGES

• Regular Wednesday Meetings– Educational Series: 20 min– Current Event Overview/Analysis: 20

min– AP Presentation: 20 min

• AP Presentations on Mondays before regular Wednesday meetings– Open meetings– Best Presentation on Wednesday


MSU Student Investment Association

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INVESTING 101

Thomas RobbMorgan Stanley


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FINANCIAL EDUCATION

Goal: Provide in-depth information on relative topics

Main Areas:• Investing 101 – 10%• Security Analysis – 50%• Networking – 30%• Advanced Topics – 10%


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INVESTING 101

• What is investing?• Strategies– Fundamental vs. Technical

• Buzz-words– Long/short– Small-cap/large-cap


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SECURITY ANALYSIS

• Screening & Following• Research– General – Industry– Business

• Valuation• Presentation


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NETWORKING

• Networking 101– Resumes– LinkedIn

• Lead development• Career opportunities• Interviewing skills


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ADVANCED TOPICS

• Option Strategies• Short-term trading• Technical analysis• Futures• Quantitative Strategies• Bloomberg


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FEEDBACK

• What do you want to learn?• What are your priorities?• What have we missed previous

semesters?• Where do you feel we could help you

develop?

CURRENT EVENTS

What events would you like hear about?


CURRENT EVENTS EXAMPLES

• European Crisis• Federal Reserve• Affects of Developing Regulation• China• Big Deals• Iran

Investing ImplicationsMSU Student Investment

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GENERAL MEMBERSHIP• General Members can participate in the

following SIA activities:– Professional Speakers– Educational Series– Site Visits– Review/Critique Analyst Program presentation– Voting participation


ANALYST PROGRAM


Clayton Meyers & Yuchen SuUnemployed

WHAT DO WE DO?• Apply theoretical skills in a real world

scenario:– Conduct fundamental research to

identify undervalued equity securities• Analyze financial statements,

macroeconomic overhangs, competitors etc.• Construction of persuasive business

presentations• Manage a ~$20,000 real money portfolio


STRUCTURE OVERVIEWStock

Selection Committee

Heads of AP (Macro Heads)

Technology Sector Head

Analyst Team(s)

Financials Sector Head

Analyst Team(s)

Industrials Sector Head

Analyst Team(s)

Consumer Sector Head

Analyst Team(s)

Energy Sector Head

Analyst Team(s)


SECTORS

• Financials• Consumer Goods• Industrials• Technology• Energy


ANALYST TEAMS• 3-4 members• Ultimately responsible for stock pitches– 15-20 minutes in length with a Q&A session

afterwards• Duties include– Finding quality companies– Security analysis– Preparing presentations–Working as a team to learn/educate


SECTOR HEADS• Understand– Key industry drivers and trends– Fundamental determinants to success

• Maintain a close relationship with:– AP Heads: • Sector strategy• Holdings update

– Analyst Teams:• Educate and facilitate process• Uphold quality of presentations


HEADS OF ANALYST PROGRAM

• Held responsible for overall structure and performance of the AP

• Work closely with Sectors Heads and Analyst Teams–Help mentor and educate

• Note quality of pitches and provide feedback

• Work with Stock Selection Committee in the evaluation of current holdings


WHO SHOULD APPLY?

• Open to anyone interested in investing– All majors, years, etc.–Must be a paid member

• Advantages– Develop key business skills– Get a head start on FI/ACC/EC concepts– Great resume builder/interview topic– Semester Trips


PROFESSIONAL SPEAKERS• Professionals within the financial

services/investment industry• Targeting 2 Speakers per semester

depending on availability• Past Speakers

– Junior Mergers & Acquisitions Professionals (JMAP) of Detroit

– Plante Moran Corporate Finance– Stout Risius Ross– Deloitte– General Mills– Bloomberg


NEW YORK ROADSHOW

• Planned for Spring 2012• Strong alumni base• Private Equity, Investment Banking, Sales & Trading,

Corporate Finance


ROAD SHOW REQUIREMENTS

• Target: Early-Mid April• ~$200-250 per person• 12-15 people• Applications will be required• Think about why you want to attend & how

you can positively impact the visits• Must be a paid member


WEBSITEVISIT: WWW.MSUSIA.COM

LIKE US ON FACEBOOK:SEARCH MSU STUDENT INVESTMENT

ASSOCIATION


JOIN THE SIA TEAM!• How to become a Member:– Fill out the application form online at:

http://msusia.com/involve.html – $25 ~ One Semester– $30 ~ One Year (returning member)– $45 ~ One Year (new member)– $80 ~ Lifetime

– You may also pay on our website using PayPal


QUESTIONS?

For more information, visit: www.msusia.com Questions or Comments: E-mail [email protected]


What: M&A LBO Seminar When: February 18-19, 2012;

9AM-5PM Saturday, 9AM-3PM Sunday Where: BCC N105 Price: Professionals: $1,500, Student: $175

90 % off regular price!!! Link: www.wallst-training.com/msu Contact: [email protected]

WHAT, WHEN AND WHERE?!

CAREER DEVELOPMENT = SUPER-STARLEARN THE TECHNICALS

WANT TO BOOST YOUR CAREER?

M&A Deal Structuring: asset vs. stock deals, cash vs. stock consideration

Merger Modeling: Accretion Dilution and merger consequences, the “PE ratio” game

Capital Structure changes: opportunity costs of share repurchases & recapitalizations

LBO Modeling: leverage to maximize returns

… exclusive M&A and LBOweekend training seminar!

INVESTMENT BANKING & CAREER DEVELOPMENT

www.wallst-training.com

Destroy your competition by receiving internship/job Q&A’s before the interview!

We’ll tell you how to stay competitive in 2012 and finish as the #1 intern/analyst!

Essential for business majors and as a supplement for ANY liberal arts degree!

Possible inclusion to our exclusive, invitation-only WST Banker’s Club (wstbankersclub.com)

Goldman Sachs, Morgan Stanley, JP Morgan, BofA/Merrill Lynch: we have contacts all over!

Taught by senior industry professionals active on Wall Street to provide you the most up-to-date market information!

Show us your enthusiasm and we’ll keep an eye on you!

http://www.wallst-training.com/msu

http://www.wstbankersclub.com/

s tudent i nvestment a ssociation spring 2012 msu student investment association1

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