Club Info

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Club Info

• Those having trouble with the listserv, come see
  me after the meeting
• The club meets every OTHER Wednesday.
• Trip to Wall Street is set for later during next
  semester
• Guest speaker Financial Advisor and leader in
  socially responsible investing, Jay Desautels
  from UBS will join us early in December for a
  short dissertation and questions

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Investment Simulators

• www.virtualstockexchange.com
• Check out website
• Other useful and interesting sites include
  www.nyse.com, www.ameritrade.com, www.etrade.com,
  www.fool.com, www.bloomberg.com, and www.wsj.com
• Also check out the Investopedia website
• http//simulator.investopedia.com/

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Internship Opportunities

• A great site to help you prepare for any
  interview is Morgan Stanleys site under its
  career and student pages.
• Email me if you have any questions about how to
  go about getting an internship somewhere or where
  to go.

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Upcoming Events

• Investment challenge began today
• We will begin watching Boiler Room soon or
  possibly start it early next semester
• Check out the website and newsletter from
  listserv to keep up-to-date
• Guest speaker to come from UBS

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Information for NYC trip

• A quick overview of each institution, jargon, and
  etiquette

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Common Jargon, Acronyms and Definitions

• Bull market A continuous rise in the market.
  Bullish an optimistic outlook on the market or a
  company/sector
• Bear market A continuous drop in the market
  (usually of 10 or more) Bearish pessimistic
  with regard to the market or a particular stock
• Blue-chip stock reliable, large companies,
  usually part of the Dow (Coca-Cola)
• Closing price The last price a stock was at
  during the closing of the markets
• Common stock security representing partial
  ownership in a public or private corporation
• DJIA (Dow) oldest U.S. market index
  representative of the average in price movements
  of the top 30 companies that most accurately
  reflect the economy as a whole. Stands for the
  Dow Jones Industrial Average
• For the most comprehensive list, go to
  www.fool.com/school/Glossary.htm

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Common Jargon, Acronyms and Definitions (Cont.)

• SP 500 Standard Poors index of the 500
  largest publicly traded companies in the U.S. -
  thought of as the best measurement of the overall
  stock market
• NYSE New York Stock Exchange The oldest and
  largest stock exchange in the U.S. comprised of
  traders from many of the top firms
• Russell 2000 index that serves U.S. small cap
  stocks
• NASDAQ National Association of Securities
  Dealers Automated Quotation An index that
  includes the Nasdaq 100 the top 100 largest
  companies (mostly tech.) can also be bought as
  a single stock AMEX QQQ
• Federal Reserve Central bank of the U.S.
  overseeing money supply, interest rates, and
  credit through a seven-member board.
• For the most comprehensive list, go to
  www.fool.com/school/Glossary.htm

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Recent Events

• Mutual Fund industry dilemma Esp. Putnam Funds.
• Putnam update
• CNBC article
• New NYSE board members
• CNBC article
• Market timing at Prudential
• SEC article

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Other Investor information

• Online SEC quiz and other useful SEC links
• Investor tools
• Quicken Score Card
• http//www.quicken.com/investments/strategies/
• Investor Clearing house (Alliance for Investor
  education) http//www.investoreducation.org/
• CNBCs market watch
• http//news.moneycentral.msn.com/briefing/StockTi
  cker.asp

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Morgan Stanley

• http//www.morganstanley.com/careers/recruiting/in
  dex.html
• One of the most well-known firms in the financial
  world, offering some of the most challenging and
  well-rewarded career opportunities in almost
  every field.

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Bloomberg

• http//about.bloomberg.com/careers/index.html
• A leader in the gathering and distribution of
  financial information. Bloomberg has many
  divisions, but its most powerful asset is the
  Bloomberg terminal used by all of the top
  institutions for financial analysis and coverage.
• http//about.bloomberg.com/professional/profservic
  e.html

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Bear Stearns

• Undergraduate career site
• Much like Morgan Stanley, this firm is at the
  head of its league for investment banking, and
  securities trading.

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Credit-Suisse

• http//www.creditsuisse.com/en/careers/index.html
• Credit Suisse Financial and Credit Suisse First
  Boston together provide a full spectrum of
  financial services and offer just as much reward
  and challenge as any other financial institution.

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Online work

• Go to
• MorganStanley.com
• CreditSuisse.com
• BearStearns.com
• Bloomberg.com
• Check out the sites, and take a look at some of
  the interview questions and profiles on each one.
  Also, try to learn a bit about the difference
  between each.

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Closing Info/Announcements
Some places we may visit in NYC www.morganstanley
.com, www.bloomberg.com, www.bearstearns.com,
www.creditsuisse.com, www.nyse.com, www.ml.com
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