MII Fall Intro Meeting - Collab

Report
MCINTIRE INVESTMENT INSTITUTE
AT THE UNIVERSITY OF VIRGINIA
Club Introduction
Prepared by the MII Managers| September 5th, 2012
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McIntire Investment Institute
MII’S MISSION AND ORGANIZATION
1) Who is in MII?
2) What Does MII Do?
3) Why Should I Consider Joining MII?
4) How Can I Join MII?
5) What Events Does MII Have Planned?
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McIntire Investment Institute
MII IS LEAD BY A MANAGEMENT TEAM OF NINE STUDENTS
Harrison Freund, President
Commerce ‘13
Alex Abosi
Commerce ‘13
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Rob Sampson, VP
Biology ‘13
Ryan Rechkemmer, CFO
Commerce ‘14
Nick Jones
Commerce ‘14
Kelvin Wey, CIO
Commerce ‘14
Haroon Masood
Commerce ‘14
Jonathan Wulkan, CMO
Commerce ‘14
Ajay Sundar
Commerce ‘14
McIntire Investment Institute
LEVELS OF INVOLVEMENT
9 Managers
9 Associates
33 Analysts
106 Members
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McIntire Investment Institute
MII IS GUIDED BY KEY SUPPORTERS
John Griffin
MII Benefactor
Dean Carl Zeithaml
Dean Gerald Starsia
Dean, McIntire School of Commerce
Treasurer, McIntire Foundation
Professor Patrick Dennis
MII Faculty Adviser
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McIntire Investment Institute
MII’S MISSION AND ORGANIZATION
1) Who is in MII?
2) What Does MII Do?
3) Why Should I Consider Joining MII?
4) How Can I Join MII?
5) What Events Does MII Have Planned?
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McIntire Investment Institute
MII IS FIRST AND FOREMOST A LEARNING OPPORTUNITY
Brainstorm and Research Companies
Share our Ideas at Weekly Meetings
Learn by Investing Real Money
Attend Education Sessions and Speeches
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McIntire Investment Institute
MII COLLECTS FUNDAMENTAL, VALUE ADDED RESEARCH
Customers
Suppliers
360° Company
Mosaic
Competitors
Industry
Experts
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McIntire Investment Institute
MII MEMBERS ARE LIKE DETECTIVES – WE SCRUTINIZE COMPANIES
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McIntire Investment Institute
MII INVESTS IN BUSINESSES WITH STRONG FUNDAMENTALS
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McIntire Investment Institute
MII BETS AGAINST VALUE-DESTROYING COMPANIES
Fads
Frauds
Fading Stars
Companies with
unsustainable growth
Companies that mislead
customers and investors
Companies with obsolete
products and/or shrinking
markets
Often sell consumer goods
like clothing, dietary
products, or toys
Often use misleading
marketing or “cook the
books”
Examples: Crocs, Green
Mountain Coffee Roasters,
Herbalife
Examples: Enron, New
Oriental Education,
Sunbeam, WorldCom
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Often “late to the game”
or unable to adapt to
changing competitive
environments
Examples: Kodak,
GameStop, Garmin, Best
Buy, Nokia
McIntire Investment Institute
MII MANAGES A PORTFOLIO VALUED AT AROUND $557,000
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McIntire Investment Institute
MII’S MISSION AND ORGANIZATION
1) Who is in MII?
2) What Does MII Do?
3) Why Should I Consider Joining MII?
4) How Can I Join MII?
5) What Events Does MII Have Planned?
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McIntire Investment Institute
JOIN MII TO LEARN ABOUT BUSINESS AND INVESTING
Margin of Safety
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McIntire Investment Institute
JOIN MII TO PREPARE YOURSELF FOR THE COMMERCE SCHOOL
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McIntire Investment Institute
JOIN MII TO START YOUR INVESTING TRACK RECORD
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McIntire Investment Institute
JOIN MII TO PREPARE FOR A CAREER IN FINANCE
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McIntire Investment Institute
JOIN MII TO UNDERSTAND PERSONAL FINANCE
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McIntire Investment Institute
MII HAS OVER $90,000 WAITING TO BE INVESTED IN YOUR IDEA!
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McIntire Investment Institute
MII’S MISSION AND ORGANIZATION
1) Who is in MII?
2) What Does MII Do?
3) Why Should I Consider Joining MII?
4) How Can I Join MII?
5) What Events Does MII Have Planned?
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McIntire Investment Institute
MII WANTS STUDENTS FROM ALL BACKGROUNDS AND YEARS
Diversity of membership leads to
better discussions, investment ideas,
and decisions
Our desired membership is diverse
across genders, majors, and
nationalities
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McIntire Investment Institute
FOUR-PHASED MEMBERSHIP SELECTION PROCESS
Education
Session
Stock Idea


Attend an education session on Friday, September 7th from 1:15 2:30pm or 4:00 - 5:15pm in RBT 256
Learn the basics of stock analysis
 Prepare a one-page stock memo outlining your best long or short idea
 Email to [email protected] on September 12th by 10:00
PM
Conversation
 Schedule a 10 - 15 minute conversation with an MII Manager
(September 14th through September 16th)
 Learn about each other, discuss your idea and ask questions
Involvement
 Attend at least 60% of meetings
 Exceptions for Analysts, Associates and Managers who have legitimate
time conflicts (talk to Rob)
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McIntire Investment Institute
MII’S MISSION AND ORGANIZATION
1) Who is in MII?
2) What Does MII Do?
3) Why Should I Consider Joining MII?
4) How Can I Join MII?
5) What Events Does MII Have Planned?
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McIntire Investment Institute
PROFESSIONAL EVENTS
 MII will sponsor a stock pitch competition for all
students within the University around UVA’s
Investing Conference
 Featuring industry professionals for judges and
thousands of dollars in prize money
 Kyle Bass, Managing Partner of Hayman Advisors,
to teach a Value Investing 101 class to MII
 Institutional Investor Magazine’s investing
competition
 Make buy, sell or hold recommendations backed up
with written materials and judged versus peers and
industry benchmarks
 The results of the competition will be publicized in
the magazine
 MII-sponsored networking events with major
financial institutions
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McIntire Investment Institute
QUESTIONS?
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McIntire Investment Institute

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