General Membership Kickoff Meeting

1
General Membership Kickoff Meeting

• Wednesday, September 10th
• 600 pm

2
Tonights Agenda

• Introduction
• Executive Board
• Overview of the SIA
• Analyst Program
• Virtual Portfolio Contest
• SIA Educational Series
• Chicago Site Visit
• Website Launch
• Upcoming Meetings

3
Executive Board Introduction
4
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

5
Organization Breakdown
Student Investment Association
Analyst Program
General Membership
Conduct AP Presentations
Observe AP Presentations
Professional Speakers
Site Visits
Educational Presentations
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General Membership

• General Members can participate in the following
  SIA activities
• Professional Speakers
• Educational Series
• Site Visits
• Virtual Portfolio Contest
• Observe Analyst Program presentations

7
Analyst Program

• Objectives
• Use equity research and analysis to manage MSUs
  first undergraduate Investment Portfolio
  (20,000)
• Develop skills necessary to succeed in an
  investment banking or financial services career.
• Qualitative Quantitative Evaluation
• Communication Team Building Skills
• Resume Interview Tips

8
Analyst Program (cont.)

• Activities
• Conduct independent research and valuation of a
  single stock selection based on pre-determined
  criteria
• Present findings and give investment
  recommendation
• Enrich analyst abilities to make members more
  attractive to Wall Street recruiters
• Meetings Wednesday from 6-7pm

9
Analyst Program (cont.)

• AP Introductory Presentation
• N103 BCC
• Wednesday, September 17th
• 600 700 PM
• Valuation Presentation
• N103 BCC
• Wednesday, September 24th
• 600-700 PM

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Educational Series

• Designed to educate members on current market
  conditions / trends and to stimulate interest in
  the financial markets
• Topics with focus around 3 main areas
• Careers on Wall Street
• Interviewing, Networking, Resume Workshop
• Current events focused around the financial
  markets

11
Professional Speakers

• Professionals within the financial
  services/investment industry
• Potential Upcoming Speakers
• Macquarie Capital
• Plante Moran Corporate Finance
• Stout Risius Ross
• W.Y. Campbell
• Deloitte
• Donnelly Penman
• Loomis Sayles

12
Chicago Site Visit

• November 6-7, 2008
• Itinerary
• GE Real Estate
• Lazard
• Stout Risius Ross
• Banc of America Securities
• Goldman Sachs
• Application process will begin in October

13
Virtual Portfolio Competition

• www.virtualstockexchange.com
• Membership Registration are free
• Trading will begin September, 22nd
• Trading will end December 5th

14
Competition and Prizes

• Rankings will be available for all participants
  to see during the competition
• The top winners will be judged by portfolio value
  at the end of trading
• Cash prizes for the top winners!!!
• 1st place 150
• 2nd place 75
• 3rd place 50

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Website

• Visit www.msusia.com

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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

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Upcoming Meetings

• Stout Risus Ross Guest Speaker
• Tuesday, September 16 at 7PM - Eppley 119
• Analyst Program Introductory Presentation
• Wednesday, September 17 at 6PM BCCN103
• Valuation Presentation
• Wednesday, September 24 at 6PM BCCN103
• Educational Presentation Careers on Wall Street
• Wednesday, October 1 at 6PM BCCN103
• SIA Alumni on Wall Street Panel Discussion
• Thursday, October 2 at 6PM

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Questions?

• For more information, visit www.msusia.com
• Questions or Comments E-mail investor_at_msu.edu