Eagle Investment Group

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Eagle Investment Group Allegiant Asset Management
Visit Fall 2007
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2007 2008 EIG Members

• Mainul Ahsan
• Kyle Alford
• Dana Banyasz
• Robin Barre
• Cheryl Bourne
• Preston Boyd
• Brad Buckingham
• Carla Cefaratti
• Justin Chokreff
• McLaine Denman
• Jack Dickes
• Krystal Dowdy

• Bethany Dria
• Amanda Golden
• Angela Ina
• Kara Lanzer
• Emmalee McKell
• Carey McGraw
• Chad Roland
• Justin Scheeff
• Amanda Shaffer
• Sean Siloy
• Zach Spicer
• Brandon Steinhagen

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Vision

• Walk Down Wall Street with Anyone

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Mission

• To manage the Eagle portfolio prudently and
  responsibly, in accordance with guidelines,
  increasing the overall value of the Endowment
  Fund.

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The Conard Center for Financial Education
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Success

• Significant growth in number of students
• From 20 in 1999 to 92 in 2007
• Projected to be 200 in 2010
• Successful management of portfolio
• Outperform market every year
• From 250,000 to 175,000 to 400,000
• 60 overall return, even with the Tech Bubble
  Crash
• 135 return since March 2003

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Eagle Portfolio Performance through May 2007
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Eagle vs. SP 500 Dow Jones
2001 2002 2003 2004
2005 2006
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As of September 13, 2007

• Increased use of reporting
• Personal Stock Streamer
• Microsoft Excel
• Ability to create charts and reports in any model
• Preparation for future groups to present and
  participate in the RISE competition

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Sector / Company Analysis
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Sector / Company Analysis

• A brief tutorial on the analysis performed by our
  sector analysts when preparing for a Buy/Sell
  call to the group
• Nucor Corporation

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Eagle Investment Group Committees

• Fundraising
• Public Relations
• Reporting / Presentations
• Student Recruiting

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Corporate Partners

• Allegiant Asset Management
• AXA Advisors
• Citigroup Institutional Consulting
• Edward Jones
• Farmers Insurance

• KeyBank
• MetLife
• New York Life
• Stark Investments
• Wells Fargo
• Westfield Group

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Eagle Investment Group Scholarships

• AXA Advisors
• Wells Fargo

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Strategic Plan

• The Institute for Contemporary
• Financial Studies

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A desire to make The IFCS Self-Sufficient

• To provide highly-qualified faculty who can
  continue the tradition of the Eagle Investment
  Group
• To provide scholarships to the members of the
  Eagle Investment Group
• To provide for the operational needs of the
  Conard Center for Financial Education

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The Plan, cont

• Curriculum
• Most recent change to COBE Curriculum Committee
• Then to University Curriculum Committee

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The Plan, cont

• Faculty
• Succession planning to insure viability and
  excellence of the program
• Academic excellence and professional experience
• Competitive compensation

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The Plan, cont

• Fund Raising
• Naming rights for the Institute
• Endowed Chairs
• Scholarships

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Vision of the Institute

• To be the preeminent provider of undergraduate
  finance curriculum in the United States

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Our mission as a group

• To prepare students so that they can Walk Down
  Wall Street with Anyone.
• To continue to improve the quality and growth of
  the program
• To provide students with opportunities to be
  innovative and creative as we prepare them for
  productive careers in financial and investment
  management

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Thank You for the opportunity to share our
program with your company