Undergraduate Investment Society

Content and Agenda

Our Mission

Empowering Students with Financial Knowledge

UCSD UIS

Educate

Empower

Network

Financial Literacy

Industry News and Seminars

Technical Competencies

Strengthened Business Acumen

Immersive Industry Experience

Legacy and Alumni Network Support

Financial Professionals Network

Connect with Prominent Industry Figures

Bridge UCSD Community with Corporations

Undergraduate Investment

Society

What is UIS?

Content and Agenda

Research

& Education

Department

-CFA Challenge

-Officer

Education

-News Updates

-Workshop

UIS Structure

Connecting UCSD student

community, investment knowledge, and

industry professionals

Program & Events

Content and Agenda

UCSD’s premier education and networking event catered toward students

looking to broaden financial knowledge and employers seeking fresh talent.

The UIS Financial Horizons Conference invites prominent industry executives

to keynote and lead hands-on workshops. Over the years, UIS has

consistently delivered successful conferences that highlight key industry

trends.

Description

Ken Fisher – CEO of Fisher

Investment and Forbes Columnist

Harry Markowitz – Father of

Modern Portfolio Theory and

Nobel Laureate

Brian Hersman–Vice President

of JMI Equity

Notable Past SpeakersAttendance

2006 2007 2008 20090

50

100

150

200

250

300

350

Stu

den

ts

Year

Financial Horizons Conference

Professionals Students Alumni

Various MBA

Student teams

from SDSU and

UCSD

The CFA ChallengeA forum to introduce hands-on investment

opportunity and provide real world

investment professional experience

Involvement Challenge Competition Value

Utilization of real

world equity research

practices and in

person education

from executive level

professionals.

•Tim Liu

•Armand Kok

•Herman Chan

•Ryan Aditya

•Rady School of Mgmt

MBA Student

To create report

on Leap Wireless

International

CFA Institute Global Investment Research

Challenge 2009

2010 S

um

mary

of

Even

ts

Sp

ea

ker

Ev

en

t

Provided insight on his experience with

portfolio management and institutional

investing.

Robert MarrenNicholas-Applegate MD and

UCSD endowment fund manager

50

Paul TembyDowling &Yahnke portfolio manager and Partner

Explored the business and investment

aspect of managing a private wealth

management firm 40

George ShinnGranite Asset Management consultant

Shared his take on alternative investments

in commodities markets 35

Navigating Different

Careers in Finance Students explored the in and outs of

finance careers 30

From Stocks to

Carbon

Nicholas Monterrosa, trader at CE2 capital

introduced environmental commodities and

detailed the trading dynamics of carbon

markets

35

Wo

rksh

op

Weekly General Body MeetingsEngaging workshops by accomplished speakers

on diverse topics of financial knowledge

Portfolio

Management

Analyst

Research

Career

Exploration

Company

Tour

Executive LuncheonTour a company and network with

professionals from the firm

Networking Industry Education

Trading

Corporate

ReorganizationMentorship

Job

Discovery

Companies

Increase value add

UIS succession

planning

Cultivate talent

from within

Professional

development

Areas of need

identification

Network building

Successful

Mentors

Developing

Mentees

Ongoing

UIS

Network

Alumni ProgramTo develop a network of rising investment

talent and UIS graduates

Future Goals

Content and Agenda

Sustain leadership at UCSD

as largest finance and

investment-focused

organization

Strive to prepare members

and the UCSD student body

through independent

research and hands-on

experience

Become a rich resource of

investing and finance

knowledge that transcends

into future generations of

aspiring investment talents

Aspirations for the Future

Continue to connect

accomplished industry

professionals and student

community