by investment club executive board ft maureen walz boehmer
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Investment Club General Meeting September 7, 2012
By Investment Club Executive Board ft Maureen Walz Boehmer
Brief HistoryThe “Veteran’s Investment Research Fund,
Incorporated” was founded after WWII in 1949
The funds were donated to John Harold Tarbell, Associate Professor of Business and Economics at Lafayette
The club is a non-profit club that is tax exempt as long as the funds are being used for educational purposes
Many different stories about how the club first came about
Investment Club OfficersGreg Rau – President Anthony Zawadzki – Vice PresidentTreasurer – Sean O’TooleSecretary – Angel StoychevOverseas Analyst – Tim SimonAnalysts
Chris Busutill“Joe” Guanxiong ZhouPete OberrenderAnnalaura LinderCorey Scheuerle
Current Portfolio Overview
And how did it change over the Summer
Profit/Loss over the SummerStats of the portfolio April 2012:
Stats of the portfolio September 2012:
Historical Price Paid
Market Value Profit/Loss
Portfolio $297,664.04 $337,622.18 +13.42%
Historical Price Paid
Current Market Value
Profit/Loss
Portfolio $297,664.04 $382,545.67 +28.52%
Change in Market Price
Profit/Loss
$44,923.49 +13.3%
All Time Price % Gainers1. IBM: + $14,955.01 (150.57%)
2. DBP: + $2,148.80 (83.62%)
3. CVX: + $4,058.41 (81.43%)
All Time Price % Losers1. VWDRY: - $5,155 (-80.3%)
2. BAC: -$6,780.4 (-77.93%)
3. HPQ: - $1,253.5 (-58.77%)
What Does the Investment Club Have to Offer?Gives you a chance to make real life investment
decisions such as buy/sell stocksMeet new interesting people who have the same
passion for finance and investing as you doEducate you on financial statements such as the
balance sheet, income statement, and cash flow statement.
Learn different types of securities and ways you can minimize the risk of your own portfolio(options, stop loss orders)
“we give you the tools to succeed” - Miao
EventsFinance NightMarket Madness CompetitionWall Street Panel Guest Speakers from top Financial Institutions
Help us Help YouThe investment club is a great resume
boosterSomething to talk about during job/internship
interviews in careers in the field of financePast members of the club are always
reaching out to current members and the Investment club is a good tool for networking
AlumniWe have club alumni as well as current
members who work on wall street
Gourmet PPPIZZAAAAAAA!!!!!
FREEEEEEEEEEEE!!!!!!
Like us on Facebook: Lafayette College Career Services
Follow us on Twitter: @LafCareerSvcs
Lafayette Career Services201 Hogg Hall
•Career Fair
•Finance Night in New York
•Career Vault
•On-Campus Interviewing
•Semester Calendar
•Next Steps
Career FairDetails:
Wednesday, September 19th
4:30PM-8:00PMMarquis Hall
Making the Most of the Career Fair:Resume Drop-Off: Wednesday, Sept. 12, 9am-4pmNavigating the Career Fair: September 13th Resume Riot: Monday, Sept. 17, 9am-4pm
Making the Most of the Career FairResearch employers ahead of time
Bring multiple copies of your resume in a folder or portfolio
Practice your 30 second introduction
Use a firm handshake and make eye contact
Dress appropriately
Career Advisor Video on Career Fair Prep
Finance Night in New YorkThursday, October 11, 2012
Transportation Provided
Online Registration Required
$20 Refundable Deposit
Attend ONE mandatory prep session
Career VaultEveryone has an account, you just need to activate it.
Internship postingsJob PostingsOn-Campus Interviewing Opportunities (OCI)Applying for Externships
Don’t wait for emails – check regularly
It’s only ONE resource for internship and job searching
Current Opportunities in Career Vault
Citi Financial Analyst - deadline is TONIGHT
OCI opportunities: Johnson & Johnson, IBM, M&T Bank, FactSet,
SEI, Bloomberg (FT & Interns) , GX Clarke (FT & Interns) . . . . . .
Other full time and internship opportunitiesCheck regularly!!
Semester Calendar
Next StepsSchedule workshops and programs on your calendar
Watch your email for Finance Night information
Read the CSWeekly every Thursday to stay up-to-date
Check the Career Vault regularly
Meet with your Gateway Counselor
FIRST YEARS: Attend a 1st Year Gateway Group Meeting
…Have a great year!
Thanks for coming everyone!!!
See you next week!!!
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