University of Tennessee Investment Group

Report
President:
T.J. Wiberley
Vice-President:
Andrew Anderson
Secretary:
Thomas Meador
Treasurer:
Jeff Nutkis
Event Coordinator:
Jeff Logston
Director of Battle of the Traders:
Sam Berklacich
MBA Liaison:
Brad Summers
Faculty Advisor:
Dr. Laura Cole
UT INVESTMENT GROUP
1
UTIG AGENDA
•
Objective
•
Application & Dues
• UTIG Battle of the Traders
•
1st Thursday Monthly Meetings
• CME Commodities Challenge
•
Meeting Format
• FIN 495 TVA Challenge
•
Hands-on Trading Experience
OBJECTIVE
•
UTIG is a student-run organization which seeks to:
• Promote the knowledge of financial analysis and valuation concepts,
• To expose students to the activities of investment firms, and
• To allow students to manage an investment portfolio.
UTIG APPLICATION & DUES
•
Application & dues must be submitted by Thursday, September 5, at 5:05 p.m.
•
Dues payable in cash, or check payable to “Cash” [get receipt!]
•
Submit to Masters ILC staff in HBB 237 or Dr. Cole
• Treasurer: Jeff Nutkis (dues)
• Secretary: Thomas Meador (membership liasion)
1ST THURSDAY MONTHLY MEETINGS
@ 5:05 P.M. IN HBB 201
•
SEPT 05:
*Mr. Michael Knapp (Bank of America)
•
OCT 03:
*Mr. Dugan McLaughlin (Merrill Lynch)
•
NOV 7:
*Mr. Blair Patteson & Ms. Christina Mosser (Morgan Stanley)
SPEAKER MEETING FORMAT
•
Must RSVP by the preceding Tuesday at 5:05 p.m.
• Via the Meeting Sign-Up List on the MILC Bloomberg course on [email protected]
•
Food and drinks are served at 5:05 p.m., followed by a short meeting.
•
Speaker is introduced at 5:30 p.m. and the meeting concludes at 6:30 p.m.
•
As a member of UTIG, you are encouraged to attend monthly speaker meetings.
•
Dress is business casual.
BATTLE OF THE TRADERS
•
http://www.wallstreetsurvivor.com
•
Search & Join:
UTIG2013FALL
•
Password:
bloomberg
•
STARTS:
Friday, September 6, at 9:30 AM
•
ENDS:
Thursday, November 7, at 4:00 PM
•
Rules
•
$100K portfolio, equities & options trading, 50% position limit, short selling, trading on
margin, limit orders and stop limit orders all permitted
•
•
Registration Instructions (see handout)
Cash Prizes Awarded! $200 1st place, $100 2nd place, $20 3rd place
CME COMMODITIES CHALLENGE
•
February – March
•
Tryouts are first week in February (you will get an email)
•
2 undergraduate + 2 graduate teams of up to 5 students each
•
A two-part competition pitting teams of students from 179 universities in 26
countries.
•
In 1st phase, each team is allocated a mock $100,000 trading allowance to buy and
sell crude oil, gold, and corn futures contracts.
•
In 2nd phase, individual students compete in the techniques of exchange floor
“open outcry” trading, and are judged by NYMEX/CBOT traders on their ability to
fill orders and utilize proper trading techniques.
•
Faculty Advisor: Dr. Laura Cole
FIN 495 TVA INVESTMENT CHALLENGE
•
An opportunity to manage a $300,000 portfolio of common stocks on behalf of
TVA.
•
Previously the only investment challenge available at UT was the Torch Funds, in
which membership was limited to only MBA students.
•
The TVA Investment Challenge is a new fantastic opportunity for both finance
and accounting undergraduate students.
•
Selection for the TVA fund will be highly competitive. If you are considering a
career in finance or accounting, then you should consider applying for the challenge
(in which course credit is given!).
•
Faculty Advisor/Professor: Mr. Darren Williams ([email protected])
•
Email to COB students, applications accepted in late October for Spring Semester.
QUESTIONS?
•
Visit the UTIG website: http://utig.weebly.com

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