Forsyth Barr Varsity Share Club

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Forsyth Barr Varsity Share Club Information
Evening 5pm Thursday 26th April 2007
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Agenda

• Who are we?
• Who is Forsyth Barr
• Why Join?
• Who can get involved?
• What do we do?
• Investment strategy
• Past performance
• How can I become a member?
• Where do I sign up?
• Introducing Dave Schaper

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Who Are We?
Varsity Share Club Executive
President Stacey Nicolson Vice
President Sophie Lindsay Vice President
Pierre-Etienne Mallet Vice President (S1)
Andrew Bowen
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Forsyth Barr

• Forsyth Barr is an investment advisory/brokerage
  firm with offices throughout NZ, including here
  in Dunedin, and have kindly agreed to sponsor the
  club again in 2007
• Benefits for the club
• No brokerage fees
• Trade fee
• NZ NZ4.96/trade (not 64.95)
• Australia AU15/trade
• Broker research on NZ and Australian companies
• Access to Bloomberg

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Why Join?

• Opportunity to develop your knowledge of the
  share market and investment strategies before you
  finish your degree
• It will look great on your CV
• The minimum required investment of 50 is less
  than one weeks rent
• It is not a lot to riskwith the potential for
  good returns

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Why Join?

• You will have extra training and knowledge for
  assignments. Especially the Finance investment
  papers (Finc 202, Finc 302 and will help with
  Finc 201, Finc 303, Finc 305 etc)

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Who can get involved?
Everyone! Students from ANY division Tutors Lectu
rers as long as you contribute
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What do we do?

• Each year the club collects approx. 30,000 from
  club members
• The money will be invested on the New Zealand
  Stock Exchange (NZX) and the Australian Stock
  Exchange (ASX)
• No more than 15 of the initial portfolio will be
  allocated to each company
• Regular newsletters will be emailed to you
  discussing fund performance and trading strategies

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Investment Strategy

• At least 50 of the portfolio will be invested in
  the NZX with the remainder in the ASX
• Approx one third of the starting balance will be
  managed using a passive strategy
• The remainder will be actively managed
• The actively managed portfolio will be invested
  in companies based on personal and professional
  research

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Past Performance
As an example, the 2006 club invested in the
following stocks to begin with
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Past Performance
Note The FBVSC did not run in 2005
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How can I become a member?

• A 50 minimum investment is required to become a
  member of the club

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Where do I sign up?

• The closing date for membership and fund
  contributions is
• By this date, all application forms and funds
  must be given to Dale Bennett (Finance Secretary
  Commerce 5.04)
• For security reasons
• Money must be delivered to Dale between 9am and
  3pm
• Cheques are preferred but not compulsory
• The Share Club Executive accompanied by Campus
  Security will take the money to the bank twice
  daily
• No money will be held in the Secretarys office
  overnight
• Please read the club constitution carefully
  before completing your application

11am Tuesday 8th May
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Can I get my money out?

• During the period of investment, if extenuating
  circumstances arise in which you need to
  liquidate your investment, this is possible
• However, written request must be made, allowing
  three weeks for payout
• This payout will be calculated on current fund
  performance, less any liquidation costs

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Introducing
Dave Schaper Financial Advisor
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Questions?
Please contact us by Dropping by room 5.21 and
talking to us or Email fbshareclub_at_business.ota
go.ac.nz or Visit our website http//www.busine
ss.otago.ac.nz/finc/shareclub/index.html