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Economics & Business Extracurricular Information Session Spring 2020 Hosted by QFE Jan 22nd, 2020

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Page 1: Economics & Business Extracurricular Information Session

Economics & Business Extracurricular

Information Session Spring 2020

Hosted by QFEJan 22nd, 2020

Page 2: Economics & Business Extracurricular Information Session
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Purpose of the QFE Credential

- Provide a theoretical foundation of Financial Markets.- Expose students to practical experiences with Financial Markets.- Teach students how to use highly-demanded Quantitative Tools.- Supply a network for students to benefit from.

Page 4: Economics & Business Extracurricular Information Session

QFE Program Overview

Courses:

Econ 425

Econ 525

Econ 493

Extracurricular:

Bootcamps

Network

Related Clubs/Research:

● QFE Lab, Tar Heel Alpha,

Mayo Research

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Courses Overview

425 : Theoretical Foundation

1. Familiarized with Financial Market Concepts.

2. Global Macro Hedge Fund Game.

3. Familiarized with Excel.

525 : Breadth and Depth

Depth:1. Your Student-lead

lectures.2. Research in groups with

PRP.Breadth:

1. Other Student lectures.2. Practical applications on

following days.3. Thought-provoking HW.

493 : Additional quantitative finance exposure

1. Exposure to quantopian and various trading algorithms.

2. Varies yearly and is tailored to the cohort.

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Bootcamps Overview

- Great way to reinforce and learn new tools : - Excel bootcamp was great in formalizing my excel abilities.- Matlab self-paced was fantastic for learning the new language and

applying it to financial markets.- Even more planned for the future by the QFE program, so it’s going to get

even better.

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Network

- All resources are extremely valuable.- Research Advisors- Speakers Series- Recruiting

- Personal Experience

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Closing

- Fantastic program, lots of ways to use the knowledge you gain from it afterwards.

- Extracurriculars- Graduate studies- Career opportunities

- Definitely most worthwhile thing I have done at UNC, highly recommend.- If want to know more, http://qfe.web.unc.edu- More details also located : http://qfe.web.unc.edu/files/2019/01/IntroToQFE.pdf- Email me! @[email protected]

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UNC Fed Challenge

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What is Fed Challenge?

● Analyze current economic conditions

● Create a monetary policy recommendation

● Present in front of a panel of economists at competition

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Team Structure

● Comprised of two subgroups○ Research team & Presentation team

■ Respective time commitments ● Meetings on Thursdays @6pm in Gardner 007● Compete during the Fall semester

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How to Join

● Attend meetings ○ Thursday at 6:00 pm in Gardner 007

● Let me know if you want to be added to the listserv to receive news and updates about Fed Challenge

● Any questions/comments can be emailed to [email protected]

● Also check out our website! http://fedchallenge.web.unc.edu/

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Fiscal Challenge

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Who We Are

Our Mission

Enhance students’ understanding of fiscal policy through the use of experiential education

The Problem The Solution

You can be part of the solution!

Join 100+ students from 40+ universities who have contributed their ideas

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Get Involved!

How Can You Participate?

Visit http://fiscalchallenge.org/competition/registration to register today!

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2020 Registration is Open!

Create a team of two (2)to six (6)

Network with experts from top DC think tanks

Compete at national level in Washington, DC

Devise proposal to set the US on a sustainable fiscal path

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Competition Timeline

March 6

Finalists Selected and Notified

April 17

Final Round Competition

Hosted in Washington, DC

January 22

Today

Register to participate in the 2020 Fiscal Challenge!

March 4

Registration Window Closes

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Get in Contact

Visit us Online

www.fiscalchallenge.org

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Reach Out via Email

Mike Aguilar [email protected]

Brady [email protected]

Registration Closes on March 4th!

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Tar Heel Alphahttp://tarheelalpha.web.unc.edu/

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What we do?

- Pair Trading: Quantitative Process to identify pairs of securities

- Provide Qualitative narrative to the trade

- Trade Execution Strategies

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Team Structure

Analysts (Qualitative)

Quant Team Execution Team

Weekly Pair Screen Trade Idea

Page 21: Economics & Business Extracurricular Information Session

Team Structure

Analysts (Qualitative)

Quant Team Execution Team

Weekly Pair Screen Trade Idea

Paper TradingTHA Website Article

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Semester Plan

1/21: First interest Meeting: Semester Plan & Executive Position

1/28: First Actual Meeting

2/4: Research Analysts’ Meeting & Quant Team Meeting

2/11: Meet with Execution Team

2/18: Discussion about the best article in the first month & Submit to Seeking Alpha

2/25: Execution Team Report

3/3: Research Analysts’ Meeting

3/17: Discussion about the best article in the first month & Submit to Seeking Alpha

3/24: Research Analysts’ Meeting

3/31: Research Analysts’ Meeting

4/7: Discussion about the best article in the first month & Submit to Seeking Alpha

4/14: Last Meeting

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Q&A

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SPRING RECRUITMENT 2020

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The Undergraduate Consulting Club

Savannah [email protected]

www.UNCconsultingclub.com

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E …

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Thank You! Questions?

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Women in Economics

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Spring 2020 Directors Board Sarah Parker | President

Meredith Smith | Director of Finance

Lauren Siegel | Director of Marketing

Divya Kumaresan | Director of Marketing

Olivia Masterton | Director of Programming

Dr. Staub | Faculty Advisor

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Membership Requirements

● Dues:

○ $15 (includes t-shirt)

○ $10 (if already purchased t-shirt)

● Attend 2 monthly meetings

● Attend 1 social event

END OF YEAR CELEBRATION FOR MEMBERS!!!

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T-shirts!

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Spring Academic Events

January 28th

February 20th

March 24th

April 7th

Meeting Plans:

Professional Development with Career Services

Professor “Speed Dating”

Info session on Fall 2020 Econ courses

Guest Speaker

Dates:

Page 41: Economics & Business Extracurricular Information Session

January Meeting

● Date & Time: January 28th @ 6pm

● Location: Gardner 211

● University Career Services will come to give tips on networking, interviewing, and maximizing your resume

● Food will be provided!!

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UNC Product Management Club

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Welcome to PM Club

Hello!

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Product managers make products valuable“The practice of strategically driving the development, market launch, and continual support and improvement of a company’s products”

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Tech industry specifically...

Business

Technology

UX

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You are here

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To be a good PM you need... Technical Proficiency

Eye for visual design

Market Acumen

User Psychology

Marketing Strategy

Prototyping

Leadership

Communication

Empathy

And much more...😂

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Our Product Management FrameworkChannel your creatively and skills to build stunning, valuable, and meaningful products

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Structure

1 Ideate

2 Design

3 Learn

4 Build

5 Iterate

● Events will be held every week on Wednesdays from 5PM-6PM○ Thurs, Feb.20 6:30PM-7:30PM

● Events will conclude on Apr.8

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Subbed is the fastest way to get started selling online. It’s a seamless way to charge for subscription services and physical or digital goods.

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Chris Hendel, Co-Founder.

Chris has a background in product management and software engineering at various venture backed startups. He’s seen billion dollar valuations go to zero, rocketship growth reach IPO, and everything in between. Chris has been a partner at an early stage investment fund for YC companies. He is currently focused on building his two bootstrapped startups — Prioritized and Subbed.

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Andrew Bass, Co-founder.

Andrew has a background in finance, operations, and software development. Andrew worked as an Investment Advisor to high net worth individuals and then made a transition to startups by working as the Director of Growth for a startup design firm and then bootstrapping a finance app called Fehu. He’s now focused on building Prioritized and Subbed as well.

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My experience with PM Club

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Membership Applicationhttps://forms.gle/gGi46J77HgkgxLBK7 due by Jan.26 5:00pm

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Any questions ?Find us at

● https://uncpmclub.com● Facebook: @UNCProductManagementClub● Instagram: unc_pmclub

Thanks!

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Scale and Coin Spring 2020

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• Founded in 2012 at Duke University – UNC is the 2nd (Beta) chapter

• Diverse group of students

• 60+ members at UNC

• All majors & years

• A group of business-minded students that enjoy both social and professional events

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• Resumes, Cover Letters, and LinkedIn• Job, Internship, and Business School

Applications• Interviewing• Leadership Opportunities• Faculty Network• Case Competitions• PD Presentations• AMAZING Alumni &

Brotherhood-wide Network• Networking

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• Info Session– Jan. 14 5:00-6:00PM @ 1789 on

Franklin St– Jan. 15 5:00-6:00PM @ Cafe

McColl

• Cookout and Frisbee– Jan. 18 11:30-12:30PM– Where: Morrison– Grill and Chill!

• Pizza and Trivia– Jan. 21 7:00-9:00PM– Where: McColl– Put your knowledge to the test!

•–

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• Lunch with a Brother – Get to know members one-on-one

• Listserv – E-mails with important info about rush and

applying

• Instagram – @uncscaleandcoin

• Facebook Rushscale&coin -Spring 2020-

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Co-Rush Chair Contact Info7049147676 - Jake Dallin

7042410950 - Analise Fuesy

9196197702 - Ian Marks

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History○ Founded in 2019○ Featured teams from UNC, NC State, and Duke University○ Sponsored by EY and Royal Caribbean in 2019

Structure○ 12 teams of 4 undergraduate students compete in a 5 hour case competition ○ 4 teams advance to the final round

Details about CCC2020○ February 28th, 2020○ Will feature teams from UNC, NC State, Duke, Emory, UVA, and Wake Forest○ CCC2020 is sponsored and judged by the Boston Consulting Group

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1. Apply to represent UNCa. Compete against 5 other Universities in the second annual

Carolina Case Challenge and get exclusive UBP support2. Watch the finals

a. Join us and BCG judges to view the 4 finalistteams present client recommendations

3. Plan to apply for our Committee! a. Applications slated for Fall 2020

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What will this entail?○ Your team will have 5 hours to come up with recommendations for the CCC2020 Case Client○ After the 5 hours, your team will present your recommendations in front of BCG judges○ 4 teams will be selected to present again in the final round○ Two case-prep sessions with the Undergraduate Business Program

Apply Now!○ Apply as a team of 4 undergraduates with a maximum of 2 seniors○ Submit your application by January 23rd○ Scan the QR code below to apply or go to Tinyurl.com/2020CCC

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This year we will be holding the final round of presentationsin Koury Auditorium and opening the presentations up to the public

Why should I attend?● BCG connection● Priority in future applications… (entire time at UNC)● Other universities!

Final Round Details:○ Date: February 28th, 2020○ Time: 4pm○ Location: Koury Auditorium at the Kenan-Flagler Business School

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● Visit our website: www.carolinacasechallenge.com

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● Follow our LinkedIn Page: www.linkedin.com/company/carolina-case-challenge