Association of Investment Management AIM

1
Association of Investment Management (AIM)

• 2006 Kick Off Meeting
• September 13, 2006

2
Agenda

• Overview of AIM
• Officer Positions Descriptions
• Related Clubs
• Questions

3
What is AIM?

• Powerful resource for pursuing careers in
  investment management and research
• Educational events and competitions
• Networking events
• Alumni resources

4
Events

• Industry specific panels
• Sell Side Research Day 10/6
• Private Wealth Management day
• Recruiting events
• Boston trek and hedge fund visits
• AIM conference

5
Competitions

• Equity research
• Group initiation
• Individual coverage
• Investment management
• Individual investments

6
Benefits of being an AIM Officer

• Prestige
• Helps during interviews
• Fun
• We Love Karaoke

7
Co-Executive Vice Presidents

• Current officers Adam Lilling, Ryan Hay
• 2 openings
• Sell Side VP
• Buy Side VP
• Responsibilities
• Coordinate club events and competitions
• Entrepreneurial project
• 2-3 hours a week

8
VP of Conference

• Current Ronny Eisemann
• 4 openings
• Responsibilities
• Help structure panel topics and invite panelists
• Work with corporate recruiters to gain
  sponsorship
• Organize conference logistics and marketing
• 2 hours a week in Fall
• More leading up to the conference

9
AIM Conference

• Flagship event
• 200 students, alumni and faculty
• 2006 keynote speakers
• Jack Rivkin
• Josephine Linden

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VP Research Report

• Current officer Brian Yin
• 2 openings
• Responsibilities
• Organize research report competition
• Find sponsors
• Judge submitted entries
• 10-15 hours during the week of the competition

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VP Speakers Hedge Funds

• Current officers David Cohn, Brian Curtin
• 2 openings
• Responsibilities
• Bring in speakers from the buyside
• Work with corporate recruiters
• 2005 Highlights
• JP Morgan Private Bank
• Bill Eagan and Bill Richards from Viking Capital
  and UBS
• 2 hours per week

12
VP of Technology

• Current officer WeiAng Lee
• 1 opening
• Responsibilities
• Manage club email list, Membership data
• Update club website for upcoming events
• Build website for annual AIM conference.
• Skills
• Experience in building/maintaining websites
• HTML, Javascript, Dreamweaver/Frontpage, Excel
• 2 hours per week

13
VP Education and NYSSA Representative

• Current officer Michael Flood
• 1 opening
• Responsibilities
• Provide additional educational resources for AIM
  members
• CFA Program
• Provide discounted CFA study notes to members
• Organize study groups
• Work with NYSSA
• NYSSA Research Report Writing Seminar
• 2 hours per week

14
VP Career Development

• Current officers John Sheehy, Michael Walter
• 2 openings
• Responsibilities
• Organize Boston Trek and Hedge Fund Visits
• Create resume Book
• 2-3 hours per week

15
VP of Treasurer

• Current officer Andrew Cheng
• 1 opening
• Responsibilities
• Allocate clubs budget/finances
• Ensure officers spend appropriately on events
• Deposit and issue checks
• Maintain financial log
• 1-2 hours per week

16
VP Social Events

• Current officer Milin Rao
• Responsibilities
• Organize get togethers
• Karaoke!

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How to Apply

• Send the current officer(s) an e-mail stating why
  you would be a good candidate
• No more than 1 page
• Feel free to use bullets
• Deadline is Saturday Night!

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Michael Price Student Investment Fund

• 2 million endowment run by the students
• 3 credit course
• 45 analysts a year 2 semester commitment
• Pitch investment ideas and be involved with all
  other aspects of managing a real portfolio
• Talk to Jeremy Roethel President(jeremy_at_stern)

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• Questions?