tepper investment club tepper investment club kick-off meeting 9/7/2005
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Tepper Investment ClubTepper Investment ClubKick-off Meeting9/7/2005
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AgendaAgenda
1. Welcome2. Board Member Introduction3. Club Overview & Initiatives4. Invitation to 1st year students & current members5. Moving Forward…
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Board membersBoard members
Larry Shank, President: [email protected]
Arjun Batra, VP Alumni & External Relations: [email protected]
Henry Sandels, VP FI, Derivatives & Alt. Investments: [email protected]
Tom Scherr, VP Graduate Investment Fund: [email protected]
David Pan, VP Technology & Communications: [email protected]
Anirban Chowdhury, VP Mentoring: [email protected]
Henry Chen, Case Competitions Director & others: [email protected]
Jerry Tsai, Career Development Director: [email protected]
Alice Chen, Treasurer: [email protected]
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overviewoverviewThe mission of the Investment Club is to provide an
opportunity for MBA and MSCF students to educate themselves about investment research and portfolio management through:
• Tepper Investment Club Fund
• Access to an Industry Speaker Series
• Case Competition
• CFA panels and discounted test prep materials
• Career Mentorship
• Company Visits
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Investment Club FundInvestment Club FundThe fund is currently in its infancy; however, we plan to:
• Create a professional money management environment by obtaining access to various software and data vendors
• Work with an Investment Committee consisting of Faculty, Administration, Alumni and Industry Practitioners to establish a formal investment process
• Seek funding within Tepper and from external sources
• Integrate the fund into the curriculum for the Class of 2007
• The fund will help Investment Club members prepare for jobs in Asset Management, Investment Banking, and Equity Research
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Industry speaker seriesIndustry speaker seriesWe are currently expecting speakers from the
following companies:
Federated Investors• Linda Duessel, Investment Management
BlackRock• Chris Milner, CEO Anthracite REIT
Rydex Investments• Mike Dellapa
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Case competitionCase competition• Open to all Tepper students• Currently scheduled to take place in the spring
semester (either mini 3 or mini 4)
• Will consist of groups commingling both first and second year students
• Integrate skill-sets from course offerings:
[i.e. Finance, Investment Analysis and Financial Statement & Fundamental Analysis]
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Cfa Program GuidanceCfa Program Guidance• Panel discussion of CFA designation
– Overview, exam-taking advice
• Possible workshop(s) covering specific areas • Schweser Study Notes discount for Investment
Club members only!– last year the package saved members up to 63%
• Planning to expand our vendor list of CFA preparation materials this year
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Internship preparednessInternship preparedness
• Resume Workshop – Learn to fish for life
• Mock Interviews – Identify your Achilles heel
• Navigating the internships – Planning, and then more planning
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Career developmentCareer development• Resume book delivery to multiple asset
management firms (independent of COC)
• Resume book posted on the Investment Club / EASE website
• Independent trips to investment management companies
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Active participation…Active participation…• With website development, as our new
website will launch within the next few days
• With contacting alumni and industry participants to serve some function for the Investment Club Fund
• Pure logistics of the club
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membershipmembershipMBA 2007 Membership1 year membership: $302 year membership: $50
MBA 2006 Membership1 year membership: $30
MSCF MembershipDuration of program: $35
Flextime Membership$50/Remaining years in program
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To become a memberTo become a member• Make your check payable to “Carnegie Mellon University”
• On the memo line of the check label “IC 2007 Dues”
• Deliver your check to Alice Chen, Treasurer, via school mailbox, which is located by the 1st year student lockers
– Please follow-up the delivery of the check via email
– Alice will confirm receipt of your check via email
• Please have checks delivered to Alice by next Wednesday, September 14th
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Any questions ?Any questions ?
Thank you for attending