yic - ke-jia) chong

Corporate Partnership Package

YICYork Investment Club2007-2008

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Skills

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contents2007-2008

03 An Open Invitation05 About Us06 What We Have to Offer07 Why We Need You08 Where Your Money Goes

CONTENTS // 0101 // CONTENTS

Design, Photos & Production: Ke-Jia Chong, Vice President Info [email protected]

09 2007-2008 Initiatives14 Levels of Sponsorship16 Visit Us - Online18 Contact Us

YORK INVESTMENT CLUB // 02

Dear Potential Sponsor,

We would like to extend an invitation

to your esteemed company to form a

sustainable and fulfilling partnership with

the Schulich School of Business and its

largest student organization, the York

Investment Club.

The York Investment Club (YIC) welcomes

your participation and the added value

that your firm can contribute to the

most dynamic student club at one of

the top business schools in the Canada.

YIC provides your company with the

opportunity to initiate and strengthen

lasting relationships with some of the

most vibrant and driven finance students

in the country.

Fady Abdel-Nour, Co-President

invitationAn Open

03 // AN OPEN INVITATION

Azim Panju, Co-PresidentFady Abdel-Nour Co-President

Azim Panju Co-President

invitation

In order to continue delivering first-rate

events, excursions, and opportunities to

our members, sponsorship is essential.

On behalf of the YIC executive team, we

sincerely thank you for taking the time

to consider our proposal, and invite you

to examine the specific opportunities

that we can offer you.

Yours Very Truly,


About UsSince 2001, the York Investment Club has offered undergraduate and MBA students the opportunity to expand their knowledge of capital markets and the investment field. Our objective to date has been to educate our members about the various facets of equity investing through an interactive and social environment.

YIC is committed to providing its members with the skills to become active participants in capital markets, knowledge of the multitude of career paths and opportunities available in the world of finance and investment, and skills to be top-tier employment candidates for the world’s largest and most respected finance-driven organizations.

We focus on delivering this knowledge in an interactive manner, through various workshops, seminars, conferences, competitions, and regular investment meetings. One of our unique activities is the pooling of capital from members which follows with the monthly selection of equity investment alternatives in order to provide a forum for students to receive hands-on exposure to investment research and the due diligence process.

In addition to our aforementioned core educational activities, we also present numerous opportunities for members to hone their networking skills and build a strong alliance of colleagues and contacts that will serve as an invaluable asset in their personal and professional lives.

Our alumni and current executives have been recruited by prestigious institutions including Merrill Lynch, TD Securities, Scotia Capital, PricewaterhouseCoopers, Monitor Group, KPMG, Deloitte & Touche and many more.

YIC is the largest student-run organization at the Schulich School of Business with 2006- 07 membership exceeding 350 students.

During the 2005-06 school year, the York Investment Club achieved an 11% gain on its investments in the TSX, the NYSE, and the NASDAQ.

In 2006, the Financial Times ranks the Schulich School of Business #1 in Canada and among world’s top 20 business schools.

In 2006, Forbes Magazine ranks the Schulich School of Business #3 in the world among MBA programs outside the US and #1 in Canada.

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The Schulich School of Business

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Interesting Facts

05 // ABOUT US

WhatWeHaveTo Offer

The York Investment Club highly values its partners. The corporate development team extensively researches each industry niche and individual company in order to constantly strengthen its corporate relationships. The team maintains constant contact as part of its relationship management activities in order to accommodate all of our partners’ interests and needs.

Although specific tangibles are outlined in the sponsorship levels at the end of this package, it is important to note the intangible value gained as part of a partnership with YIC.

These values offered by YIC can be grouped into four key areas:

1.

2.

3.Direct Access to Top StudentsAs the largest and most active club at the Schulich School of Business, YIC presents its partners with access to the best and the brightest finance students that Canada has to offer – a pool of candidates unmatched by other student organizations at York University or Schulich.

YIC also presents a marketing advantage to its partners. Over 200 finance students (with an average income of 100,000+ within 2-3 years of graduation) as well as distinguished faculty present great customer development and marketing opportunities.

YIC offers a plethora of branding opportunities for companies to promote their name as well as their products. Aside from the highly popular t-shirts - print material, electronic material, name dedications, sampling and demonstration events are offered by YIC to our partners in order to better serve their marketing agendas.

Lastly, please consider the added value that an association with the Schulich School of Business presents (www.schulich.yorku.ca). The reputation, goodwill, and exposure associated with the school are invaluable to any reputable financial institution.

The Marketing Advantage

Branding Opportunities

4. Association with Schulich

Interesting Facts

WHAT WE HAVE TO OFFER // 06

Our club has experienced tremendous growth. In just five years we have expanded from a club of less than fifty members to an ever-expanding organization of nearly three hundred of the best and brightest minds from both the undergraduate and MBA communities. YIC has established itself as a value-adding organization that provides students education and promotes the interests of its corporate partners.

YIC strives to build a respectable reputation in the finance industry. Through our partnerships within the industry, the name is becoming synonymous with advanced knowledge, social skills, and overall superior candidacy for employment.

Constant support from our partners is integral to helping YIC reach its goals as both a first-rate student organization at one of the top business schools in Canada, and as a premier employment candidate pool for the finance industry.

The success of YIC is not possible without the support of its sponsors and partners. Their trust and commitment to YIC have been instrumental in its becoming as the largest and most active club at Schulich.

Why we need you

07 // WHY WE NEED YOU

2006-2007 Budget Allocation


Where

Inter-University Stock Simulation Competitions

Stock simulation competitions included trips to Ottawa, McGill, and HEC Montreal.

MarketingPromotion of YIC to the Schulich student body; includes promotional events and materials such as our famous YIC T-shirts.

Social EventsEvents such as YIC Movie Night and YIC Yuks Comedy Night promote unity and networking opportunities for club members.

01

EducationalIncludes the YIC Investing Materials, online workshop training, and other lecture courses.

02

Stock Selection MeetingsAt every stock selection meeting we incur costs for the distribution of documents and refreshments.

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Online Stock SimulationHelp educate Schulich students in the stock market through real-time experience.

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Administrative ExpensesOffice administrative expenses such as office supplies, printing costs, etc.

08Special EventsAlumni Panel featuring former YIC members who are now making a career on Bay Street.

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Your Money goes

WHERE YOUR MONEY GOES // 08

Level 1Intro to Investing

Level 2Research & Analysis Techniques

Level 3Special Topics in Finance

2007-2008 InitiativesYIC Capital Markets Certification Program»

New to the 2007-2008 school year, YIC will be launching the highly anticipated Capital Markets Certification Program. This ambitious project is intended to better prepare Schulich students for careers in finance, and specifically to develop YIC members into leading candidates for employment in capital markets.

The program will consist of 3 levels. Each level will last for a full semester

and will cover a range of topics that are supplementary to, but not included in, the Finance curriculum at the Schulich School of Business.

Students can advance to the next level of their study by passing a final assessment in each semester. Upon completion of the program, YIC members will have a noticeable advantage in their knowledge of capital markets and finance principles and subsequent qualification of jobs in those fields.

09 // 2007-2008 INITIATIVES

This level will introduce students to the world of investing from the most basic topics (i.e. Time Value of Money) up to lessons on financial and economic indicators and investing strategies. Students will be evaluated with a written multiple choice/short answer test.

This level will build on the knowledge accumulated from Level 1 as Level 2’s emphasis lies in learning how to carry out fundamental and technical analysis. Students will also learn about famous investors and will have the opportunity to participate in workshops teaching them about different research sources and techniques. Evaluation will be in the form of a case-study. By the end of this level, the student should be able to conduct research and will have the tools to start their own personal investing portfolio.

“Special Topics” refers to a variety of interesting and time-sensitive topics that will vary from year-to-year depending on the key issues in the finance industry at the time. Speakers will be invited to lead students through information sessions and question/answer panels to help educate them on topics such as derivatives, private equity, modeling techniques, in addition to advanced analysis. A case-study evaluation method will also be applied for this level.

The program is a joint collaboration between the executive of the York Investment Club and the faculty of Finance at the Schulich School of Business. It will consist of online tutorials and tests, as well as attending guest speakers. The YIC Capital Markets Certification Program is intended to become synonymous with knowledge, expertise and professional success.

Special Topics in Finance

Level 1: Introduction to Investing1.1 Investing BasicsThis 101 will teach you everything you need to know to begin your journey into the world of capital markets. From the different classes of securities to the benefits of investing, your current knowledge will be reinforced so that you have the tools to successfully complete the YIC Capital Markets Certificatation program.

1.2 Financial MarketsThis section will provide an introduction to the mechanics of the stock market. It will encompass everything from the trading process to reading and interpreting a stock quote, in addition to the current and future outlook. 1.3 Economic IndicatorsIt is important to realize that the state of the national and world economy is vital in determining the success of a company. Everything from interest rates to exchange rates will affect a firm’s passage through the business cycle and, in turn, profits. One must be aware what these indicators mean and how they can be put into context.

1.4 Financial IndicatorsRatio analysis is essential in analyzing a company and its future growth potential. This section will provide a summary of the fundamental categories of ratios, including liquidity, risk, operating performance and value and how to interpret what they mean.

1.5 Investing StrategiesA typical investing strategy is determined by one’s own personal objectives and constraints. After identifying these, there are numerous ways to structure your, your client’s, or your company’s portfolio. This segment will explore the various investing strategies to suit different investing needs

A preview of the educational materials of the YIC Capital Markets Certification program

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2007-2008 Initiatives In-Depth ModulesYIC Capital Markets Certification Program»

2007-2008 INITIATIVES // 10

Level 2: Research & Analysis Techniques

2.1 Fundamental Analysis, Part I – Economic and Industry TrendsBefore one delves into fundamental company analysis, one must be able to determine what is happening in the market as a whole. This overview of how to interpret economic and industry trends is vital in order to accurately predict the earnings potential of a company.

2.2 Fundamental Analysis, Part II – Analyzing the CompanyThis section will teach you how to use a company’s financial statements and other factors to assess its competitiveness in the market and growth potential. It will focus on putting different financial indicators into context to form the most plausible conclusion.

2.3 Technical AnalysisIt is believed that through the studying a stock’s past price patterns, one may predict its future course. By noticing patterns and capitalizing by realizing the troughs and peaks of a stock, it may be possible to experience capital gains. This section will discuss the theories behind technical analysis as well as the views of its many critics.

2.4 Famous InvestorsFrom predominantly value investors such as Warren Buffett of Berkshire Hathaway to aggressive growth investors such as hedge fund manager Julian Robertson, we will examine their successes and failures.

2.5 Workshop #1 – ResearchThis hands-on workshop will demonstrate some key tools for finding information on the Internet through means such as Sedar, Google Finance and any newspaper.

2.6 Workshop #2 – AnalysisUsing what you have learned in the first two sections of the course, we will attempt to analyze and forecast trends for a company to be determined.


Page 23

Lvl 2: Module 2: Fundamental Analysis

Check out the financial statements of your favourite companies at www.sedar.com orwww.sec.gov/edgar.stml

Level 2 >> Module 2: Fundamental Analysis

2.2.1 Company Analysis

We have made it to the culminat-

ing step in your top-down stock

selection approach. You now

have several industries that you think will

do well. It is time to get down and dirty

analyzing specific corporations and pick-

ing the best companies with underpriced

stocks.

It is imperative to understand that good

companies do not necessarily have good

stocks. For instance, Intel Corp. is a fi-

nancially strong enterprise in a relatively

decent industry. But trading at the begin-

ning of 2004 it was incredibly overvalued

(with a P/E of over 30, more on this later)

and came down substantially since then.

The lesson to learn is: the stock of a great

company must be underpriced in order to

constitute a great investment.

Quantitative Analysis

All the quantitative analysis performed on

a company will involve the use of public-

ly-available financial statements. As your

accounting professor will ramble on and

on, the three financial statements are:

Each of these statements provides a dif-

ferent insight into the company, its fi-

nancial performance and position. The

the balance sheet,

the income statement and

the statement of cash flows

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balance sheet shows assets (what the

company owns), liabilities (what the

company owes) and shareholders’ equity

(what investors have contributed to the

company – both direct stock investments

and profit reinvestments). The income

statement gives a glimpse at gross rev-

enue as the top line and then lists all the

expenses, finally arriving at net profit. The

cash flow statement displays cash inflows

and outflows. You can download financial

statements of your favourite company by

logging onto www.sedar.com (Canadian

reporting companies) or http://www.

sec.gov/edgar.shtml (American reporting

companies).

The tactic of finding a future chart-buster

is simple. First, find a stock that seems

cheaper than its industry counterparts.

Then justify that it is undervalued and is

indeed worth more because of its funda-

mentals.

In Search of a BargainStocks cheaper than their industry peers

can be spotted using several ratios. Why

do we resort to calculating ratios rather

than using absolute figures? Think about

it. In absolute terms, a $60 stock of com-

pany A is more expensive than a $5 stock

of company B that is in the same industry.

However, let’s assume company A’s earn-

ings per share (annual net income divided

by the number of outstanding shares, ab-

breviated EPS) is $60 and company B’s

3.1 Introduction to DerivativesWhether used for portfolio hedging purposes, or purely speculative trading, derivatives are an important tool to master for your personal and professional development. This section will cover the basics derivative products, including options, futures and swaps, as well as strategies for their use.

3.2 Introduction to ModelingAs a first-year analyst in investment banking, you will spend most of your time creating extensive valuation models in Excel. Introduction to modeling will provide you with an overview of the different types of models, including comparable company analysis, discounted cash flow and accredtion/dilution, in addition to their standard structures.

3.3 Private Equity and Venture CapitalPrivate equity has successfully cast its image as the media darling of the world of finance. What exactly is private equity, how do they make their money, and how can I become a part of this booming industry? These questions, and many more, will be answered.

Level 3: Special Topics in Finance

This Guide is Sponsored by

A preview of the back page of the Capital Markets educational materials, made possible by your company

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2007-2008 INITIATIVES // 12

Initiatives2007-2008


YICMAIL»Monthly Meetings»The York Investment Club is committed to educating its members on wise and informed investing. The club performs this function in an interactive manner through monthly investment meetings.

YIC pools capital from all members who wish to have a “hands-on” experience of investing in capital markets. The stocks in which the capital will be invested are picked through the monthly investment meetings.

Social Events»Aside from the educational aspect of its programs, the YIC focuses on developing networking skills among top finance students. It does this through the facilitation of numerous social events throughout the academic year. These events are meant to develop confidence among our members, to allow more mature students to “mentor” the incoming class, as well as develop long lasting relationships.

Past events included: Alumni and sponsor panels, movie nights, comedy nights, barbeques and much more.

YIC maintains the largest membership at the business school partly due to its reputation as a medium where students can interact with alumni and industry professionals throughout the year.

YIC sends its members weekly e-mails regarding upcoming information sessions, club events, and member achievements in inter-university stock simulations. In the upcoming academic year, the e-mails will be upgraded to include member FAQ’s, featured stock market web resources and finance blog links. These messages reach a wide audience of members and offer very effective promotional opportunities.

Bi-Monthly Newsletters

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The YIC Newsletter is another new initiative being launched in the 2007-2008 school year. This will include YIC Analyst stock forecasts for upcoming Stock Selection meetings as well as financial news articles, investing tips and an investment Q&A Column to better educate our junior members.

The newsletter will also feature interviews with professionals in the financial industry. The YIC Newsletter is a great opportunity for sponsors to become actively involved in their partnership with YIC. Through company and career spotlights, educating members about the financial industry will also help fulfill the promotional marketing goals of YIC’s sponsors.

External Activities»YIC members participate in external events such as inter-university stock market simulation competitions. Other past special events include a New York trip to Wall Street in order to expose members to the trading floor and large investment firms.

This upcoming year, YIC is hosting “A Day on Bay”, an exclusive YIC visit to Toronto’s Bay Street. This educational excursion will increase member awareness of the local career choices available to those interested in the finance industry.

Combined with internal activities, these external events allow YIC sponsors to gain exposure both within and outside the Schulich community.

The meetings consist of stock “pitches” by a team of YIC analysts – students trained under the chief investment strategist – and conclude with a vote by all investing members. The stock that is voted on by the majority of investing members is then bought with the investment fund capital and held for a specific amount of time.

All investment capital net of gains or losses is then returned to members at the end of the year.

Levels ofSponsorship

View of the central outdoor courtyard within the Schulich School of Business

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The following are the partnership levels and the opportunities

they will provide for your company. As you and your company

examine the potential levels of sponsorship it is important to

note that the York Investment Club is launching numerous

new initiatives this year, each offering opportunities for

branding and marketing. We are also available to compile a

personalized partnership strategy to tailor to your needs.InitiativesYORK INVESTMENT CLUB // 02LEVELS OF SPONSORSHIP // 14

Two company-specific workshops

Advertising on club publications (i.e. club e-mails, newsletter), distributed to 370 members as well as an extensive alumni network

Links to your company website from www.yorkinvestmentclub.com (which receives over 500 visitors per month)

Large size Company Logo on T-shirt given to 370 YIC members

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1 page of promotional space in Membership Welcome Package given to 370 students from both BBA and MBA ranks

Distribution of company paraphernalia /promotional / educational material to 370 YIC members throughout the 2007-08 year

Preferred recruiting opportunities (i.e. access to member resumes, exclusive interview opportunities)

Invitation for company representatives to attend social functions (i.e. YIC Yuks Night)

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Gold Partner $2500 +

One company-specific workshops

Advertising on club publications (i.e. club e-mails, newsletter) distributed to 370 members as well as an extensive alumni network


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Medium size Company Logo on T-shirt given to 370 YIC members

1/2 page of promotional space in Membership Welcome Package given to 370 students from both BBA and MBA ranks

Distribution of marketing information, company paraphernalia throughout the 2007-08 year

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Silver Partner $1500 +

$4500 +Be the Title Sponsor for the YIC Capital Markets Certification Program

Invitation for company representatives to host themed speaker series event (i.e. Investing Basics 101 or introduction to Derivatives)

Two company-specific workshops (in addition to workshops hosted as part of the certification program)

Your company will be used as the subject of all example scenarios/cases in training and evaluation materials.

Advertising on all club publications (club e-mails, newsletter, Capital Markets guide), distributed to 370 members as well as an extensive alumni network


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2 pages of promotional space in Membership Welcome Package given to 370 students from both BBA and MBA ranks

Distribution of marketing information, company paraphernalia to 370 YIC members throughout the 2007-08 year

Preferred recruiting opportunities (i.e. access to member resumes, exclusive interview opportunities)

Invitation for company representatives to attend social functions (i.e. YIC Yuks Night)

Opportunity to work with YIC executives in the development of the program’s content

Opportunity to form a long-term partnership

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YIC Capital Markets Certification Program

Advertising on club publications (i.e. club e-mails, newsletter) distributed to 370 members as well as an extensive alumni network


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Bronze PartnerSmall size Company Logo on T-shirt given to 370 YIC members

1/4 page of promotional space in Membership Welcome Package given to 370 students from both BBA and MBA ranks

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$1000 +

15 // LEVELS OF SPONSORSHIP

York Investment Club

Schulich School of Business York University4700 Keele Street, Suite W036KToronto, Ontario M3J 1P3

www.yorkinvestmentclub.com

Visit Us

Online

VISIT US - ONLINE // 16

Contact YIC

Michael PodolnyVice President, Corporate [email protected](416) 274-8085

Matt RashidiCorporate Development [email protected](416) 890-6288

Eugene BrusilovskyCorporate Development [email protected](647) 201-4087

If you require any further information or would like to offer your support, please do not hesitate to contact one of our representatives listed below.

>> www.yorkinvestmentclub.com

CONTACT US // 18

York Investment Club

York Investment ClubSchulich School of Business York University4700 Keele Street, Suite W036KToronto, Ontario M3J 1P3

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