Welcome to FMA

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Welcome to FMA

• R?I?T Financial Management Association

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aboutUs

• A Student Government sponsored club in the
  College of Business
• Focus on stock analysis, economic trends,
  personal financial management, and investment
  strategies
• We manage a 30,000 real money portfolio
• We rely on member input to decide how to approach
  the year

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mainObjectives

• Learning
• Go on field trips
• Bring in speakers
• Learn about opportunities in finance
• Why investing is important to everyone
• Good personal financial management
• Portfolio
• Manage our 30,000 investment portfolio
• Choose stocks to buy and sell
• Increase knowledge of the markets

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organizationStructure
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openPositions

• Secretary
• Keep an accurate roll of current members
• Track participation of all members
• Keep the meeting minutes and email to Webmaster
  to post to web site
• Compile and submit quarterly reports
• Assume duties of the Treasurer in their temporary
  absence
• Activities Committee Marketing Director
• Report to Activities Committee Chair
• Create and distribute posters and flyers to
  announce upcoming events and activities
• Update web site with marketing material
• Activities Committee Associate
• Report to Activities Committee Chair
• May be responsible for specific tasks associated
  with committee

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openPositions

• Portfolio Management Committee Associate
• Report to Portfolio Management Committee Chair
• May be responsible for specific tasks associated
  with committee
• Portfolio Management Consultant / Analyst
• Report to Portfolio Management Committee Chair
• Review proposed portfolio presentations
• Advise portfolio presenters
• Educate members on investing techniques, basics,
  strategy, etc.
• Portfolio Management Committee Associate
• Report to Portfolio Management Committee Chair
• May be responsible for specific tasks associated
  with committee

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thePortfolio
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ourAnalyis

• Analyze stocks based on
• Economic and industry trends
• Technical indicators
• Environmental and external factors
• Personal feelings

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pastEvents

• Speakers
• Paul Lebowitz
• Financial Consultant Smith Barney
• Visit to Cornell University
• COB Olympics
• PSP and Car Care Raffle
• Poker Tournament

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futureGoals

• Spring Trip
• New York City?
• Other ideas?
• Presentations
• Steve will present in week 4 on his co-op and the
  risks of credit
• How to understand the stock market (Investing
  101)
• How to invest in the stock market with only 500
• Guide to online investing
• Personal finance tips and strategies
• Will be having continuing company presentations
  throughout the year
• Any other ideas for presentations you would like
  to see or learn more about?
• Expanding what FMA offers
• Our own mutual fund

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meetingTimes

• What times are best for everyone to meet in the
  future?
• Tuesday _at_ 6 pm
• Wednesday _at_ 6 pm
• Thursday _at_ 6 pm
• Friday _at_ 1 pm

Week 4 and possibly other weeks
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cobExecutiveBoard

• COB Senator
• Greg Gordon
• Meeting today at 315 in the Conference Room
• Free Pizza Soda
• Volunteers?

R?I?T COLLEGE OF BUSINESSwhere change starts
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questionsComments

• Questions?
• Comments?
• Ideas?
• What would you like to get out of FMA?

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thankYou

• danOrth dan_at_danielorth.com