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Tepper Investment ClubTepper Investment ClubKick-off Meeting9/7/2005
AgendaAgenda
1. Welcome2. Board Member Introduction3. Club Overview & Initiatives4. Invitation to 1st year students & current members5. Moving Forward…
Board membersBoard members
Larry Shank, President: [email protected]
Arjun Batra, VP Alumni & External Relations: [email protected]
Henry Sandels, VP FI, Derivatives & Alt. Investments: [email protected]
Tom Scherr, VP Graduate Investment Fund: [email protected]
David Pan, VP Technology & Communications: [email protected]
Anirban Chowdhury, VP Mentoring: [email protected]
Henry Chen, Case Competitions Director & others: [email protected]
Jerry Tsai, Career Development Director: [email protected]
Alice Chen, Treasurer: [email protected]
overviewoverviewThe 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 FundInvestment Club FundThe 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 seriesIndustry speaker seriesWe 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 competitionCase competition• Open to all Tepper students• Currently scheduled to take place in the spring
semester (either mini 3 or mini 4)
• Will consist of groups commingling both first and second year students
• Integrate skill-sets from course offerings:
[i.e. Finance, Investment Analysis and Financial Statement & Fundamental Analysis]
Cfa Program GuidanceCfa Program Guidance• Panel discussion of CFA designation
– Overview, exam-taking advice
• Possible workshop(s) covering specific areas • Schweser Study Notes discount for Investment
Club members only!– last year the package saved members up to 63%
• Planning to expand our vendor list of CFA preparation materials this year
Internship preparednessInternship preparedness
• Resume Workshop – Learn to fish for life
• Mock Interviews – Identify your Achilles heel
• Navigating the internships – Planning, and then more planning
Career developmentCareer development• Resume book delivery to multiple asset
management firms (independent of COC)
• Resume book posted on the Investment Club / EASE website
• Independent trips to investment management companies
Active participation…Active participation…• With website development, as our new
website will launch within the next few days
• With contacting alumni and industry participants to serve some function for the Investment Club Fund
• Pure logistics of the club
membershipmembershipMBA 2007 Membership1 year membership: $302 year membership: $50
MBA 2006 Membership1 year membership: $30
MSCF MembershipDuration of program: $35
Flextime Membership$50/Remaining years in program
To become a memberTo become a member• Make your check payable to “Carnegie Mellon University”
• On the memo line of the check label “IC 2007 Dues”
• Deliver your check to Alice Chen, Treasurer, via school mailbox, which is located by the 1st year student lockers
– Please follow-up the delivery of the check via email
– Alice will confirm receipt of your check via email
• Please have checks delivered to Alice by next Wednesday, September 14th
Any questions ?Any questions ?
Thank you for attending