McGill Investment Club 1rst General Meeting

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McGill Investment Club1rst General Meeting

• September 20th, 2005

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Outline

• Introduction
• MIC Portfolio Analyst Program
• Investing Seminars
• Speaker Series
• Investment Banking Workshop
• Outings

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The Executives

• President Matthew Ruban
• VP I-Banking Philippe Charrette
• VP Portfolio Tracy Zhao
• VP External Philippe Leduc
• VP Operations Jack Wei
• VP InfoTech Kaveh Tehrani
• Analyst Director Irina Lissima
• Treasurer Caroline Hacikyaner

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Analyst Program

• Goal Hands-on learning in a realistic
  environment
• 10,000 sitting in cash and bonds, waiting to be
  invested
• Method
• Groups
• Valuation
• Presentation
• Vote and Purchase

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Analyst Program

• Timeline
• Submission of application Friday, Sept. 23rd
• Group formation Tuesday, Sept. 27th
• Industry picking meeting TBD
• Submission of company picked Friday, Oct 7th
• Electronic submission of projects Friday, Nov
  11th
• Presentation Monday, November 14th
• Stock Purchase

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Investment Seminars

• To be done in association with the SSEC
• October 4th Basic Investing
• October 20th Stock Picking
• November 3rd Technical Analysis
• November 17th Reading News and Internet
  Ressources
• Location Bronfman 426
• Time 6pm

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Speaker Series

• Goal Educating club members about financial
  careers
• Nicolas Patard, Director of Global Equity
  Derivatives, National Bank Financial, Oct. 6th,
  6pm, Bronfman 151
• Andrew Chan, Montrusco Bolton, Investment
  Management, Technology Analyst
• Robert Leopold, Senior VP Institutional Sales,
  Research Capital
• Don Stevenson, Senior VP Private Client Services,
  Research Capital
• Mike Mackasey, Managing Director Equity Capital
  Markets, National Bank Financial

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Come Prepared

• To get the most value out of the presentations
• Good starting points
• "Monkey Business Swinging Through the Wall
  Street Jungle" by John Rolfe, Peter Troob
• "Liars Poker" by Michael Lewis
• "The Insiders Guide to the Best Jobs on Bay
  Street" by Joe Kan

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Investment Banking Workshop

• Philippe Charrette and Matthew Ruban
• In preparation for summer recruiting
• November, TBD

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Outings

• Montreal Exchange
• Canadas Derivatives Exchange
• November 2nd
• Tour of the exchange
• Lecture on options
• Presentation by a senior Vice-President

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Outings

• National Banks Trading Floor, TBD
• Trading Simulations
• U of Ottawa, Oct. 29th 2005
• 45 simulation only
• 90 simulation with hotel
• Trois-Riviere, Nov. 12th 2005
• Winter Simulations
• Laval, HEC, McGill

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McGill Trading Simulation

• Committee
• Operations Director
• Technical Director
• Merchandise Director
• Promotions Director
• Social Director

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Fees

• 10 for the year
• Less than a pitcher of beer

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Registration

• Club Membership
• Analyst Program
• Speaker Series
• University of Ottawa Trading Simulation
• McGill Simulation Committee