Tepper Investment ClubKick-off Meeting972005.ppt

Tepper Investment ClubKick-off Meeting9/7/2005 Agenda Welcome Board Member Introduction Club Overview Initiatives Invitation to 1st year students current members Moving Forward… Board members Larry Shank, President: lshank@cmu.edu Arjun Batra, VP Alumni External Relations: arjunb@andrew.cmu.edu Henry Sandels, VP FI, Derivatives Alt. Investments: hsandels@andrew.cmu.edu Tom Scherr, VP Graduate Investment Fund: tscherr@andrew.cmu.edu David Pan, VP Technology Communications: davidpan@andrew.cmu.edu Anirban Chowdhury, VP Mentoring: anirbanc@andrew.cmu.edu Henry Chen, Case Competitions Director others: chchen@andrew.cmu.edu Jerry Tsai, Career Development Director: chungyut@andrew.cmu.edu Alice Chen, Treasurer: alicechen@cmu.edu overview The mission of the Investment Club is to provide an opportunity for MBA and MSCF students to educate themselves about investment research and portfolio management through: Tepper Investment Club Fund Access to an Industry Speaker Series Case Competition CFA panels and discounted test prep materials Career Mentorship Company Visits Investment Club Fund The fund is currently in its infancy; however, we plan to: Create a professional money management environment by obtaining access to various software and data vendors Work with an Investment Committee consisting of Faculty, Administration, Alumni and Industry Practitioners to establish a formal investment process Seek funding within Tepper and from external sources Integrate the fund into the curriculum for the Class of 2007 The fund will help Investment Club members prepare for jobs in Asset Management, Investment Banking, and Equity Research Industry speaker series We are currently expecting speakers from the following companies: Federated Investors Linda Duessel, Investment Management BlackRock Chris Milner, CEO Anthracite REIT Rydex Investments Mike Dellapa Case competition Open to all Tepper students Currently scheduled to take place in the spring semester (either mini 3