STUDENT INVESTMENT ASSOCIATION
Spring 2012
MSU Student Investment Association
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AGENDA
• Overview of the SIA
• Survey Results
• Proposed Changes
– Educational Series
– Current Events
• Analyst Program
• Speakers/Roadshows
MSU Student Investment Association
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OVERVIEW OF THE SIA
– History
• Founded February 2004
• The first undergraduate student run portfolio
• All majors are welcome ~ everyone needs to invest!
– Objectives
• Education, application, promotion of members
• The SIA was established to educate members on investing in the
stock market
• Opening the doors of Wall Street for our members
– Membership Types
• General Membership
• Analyst Program Membership
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ORGANIZATION BREAKDOWN
Analyst Program
General Membership
Conduct AP
Presentations
Review AP
Presentations
Networking
Events
Road Shows
Professional
Speakers
Educational
Series
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SURVEY RESULTS
• Too many AP presentations
• Would like to see more:
– Investing Education
– Current Events
– Speakers
• Knowledge is too concentrated
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PROPOSED CHANGES
• Regular Wednesday Meetings
– Educational Series: 20 min
– Current Event Overview/Analysis: 20 min
– AP Presentation: 20 min
• AP Presentations on Mondays before regular
Wednesday meetings
– Open meetings
– Best Presentation on Wednesday
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INVESTING 101
Thomas Robb
Morgan Stanley
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FINANCIAL EDUCATION
Goal: Provide in-depth information on relative
topics
Main Areas:
• Investing 101 – 10%
• Security Analysis – 50%
• Networking – 30%
• Advanced Topics – 10%
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INVESTING 101
• What is investing?
• Strategies
– Fundamental vs. Technical
• Buzz-words
– Long/short
– Small-cap/large-cap
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SECURITY ANALYSIS
• Screening & Following
• Research
– General
– Industry
– Business
• Valuation
• Presentation
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NETWORKING
• Networking 101
– Resumes
– LinkedIn
• Lead development
• Career opportunities
• Interviewing skills
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ADVANCED TOPICS
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Option Strategies
Short-term trading
Technical analysis
Futures
Quantitative Strategies
Bloomberg
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FEEDBACK
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What do you want to learn?
What are your priorities?
What have we missed previous semesters?
Where do you feel we could help you develop?
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CURRENT EVENTS
What events would you like hear
about?
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CURRENT EVENTS EXAMPLES
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European Crisis
Federal Reserve
Affects of Developing Regulation
China
Big Deals
Iran
Investing Implications
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GENERAL MEMBERSHIP
• General Members can participate in the following SIA
activities:
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Professional Speakers
Educational Series
Site Visits
Review/Critique Analyst Program presentation
Voting participation
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ANALYST PROGRAM
Clayton Meyers & Yuchen Su
Unemployed
MSU Student Investment Association
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WHAT DO WE DO?
• Apply theoretical skills in a real world scenario:
– Conduct fundamental research to identify
undervalued equity securities
• Analyze financial statements, macroeconomic
overhangs, competitors etc.
• Construction of persuasive business
presentations
• Manage a ~$20,000 real money portfolio
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STRUCTURE OVERVIEW
Stock
Selection
Committee
Heads of AP
(Macro
Heads)
Technology
Sector Head
Financials
Sector Head
Industrials
Sector Head
Consumer
Sector Head
Energy
Sector Head
Analyst
Team(s)
Analyst
Team(s)
Analyst
Team(s)
Analyst
Team(s)
Analyst
Team(s)
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SECTORS
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Financials
Consumer Goods
Industrials
Technology
Energy
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ANALYST TEAMS
• 3-4 members
• Ultimately responsible for stock pitches
– 15-20 minutes in length with a Q&A session afterwards
• Duties include
– Finding quality companies
– Security analysis
– Preparing presentations
– Working as a team to learn/educate
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SECTOR HEADS
• Understand
– Key industry drivers and trends
– Fundamental determinants to success
• Maintain a close relationship with:
– AP Heads:
• Sector strategy
• Holdings update
– Analyst Teams:
• Educate and facilitate process
• Uphold quality of presentations
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HEADS OF ANALYST PROGRAM
• Held responsible for overall structure and performance
of the AP
• Work closely with Sectors Heads and Analyst Teams
– Help mentor and educate
• Note quality of pitches and provide feedback
• Work with Stock Selection Committee in the evaluation
of current holdings
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WHO SHOULD APPLY?
• Open to anyone interested in investing
– All majors, years, etc.
– Must be a paid member
• Advantages
– Develop key business skills
– Get a head start on FI/ACC/EC concepts
– Great resume builder/interview topic
– Semester Trips
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PROFESSIONAL SPEAKERS
• Professionals within the financial services/investment
industry
• Targeting 2 Speakers per semester depending on availability
• Past Speakers
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Junior Mergers & Acquisitions Professionals (JMAP) of Detroit
Plante Moran Corporate Finance
Stout Risius Ross
Deloitte
General Mills
Bloomberg
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NEW YORK ROADSHOW
• Planned for Spring 2012
• Strong alumni base
• Private Equity, Investment Banking, Sales & Trading,
Corporate Finance
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ROAD SHOW REQUIREMENTS
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Target: Early-Mid April
~$200-250 per person
12-15 people
Applications will be required
Think about why you want to attend & how
you can positively impact the visits
• Must be a paid member
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WEBSITE
VISIT: WWW.MSUSIA.COM
LIKE US ON FACEBOOK:
SEARCH MSU STUDENT INVESTMENT ASSOCIATION
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JOIN THE SIA TEAM!
• How to become a Member:
– Fill out the application form online at:
http://msusia.com/involve.html
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$25 ~ One Semester
$30 ~ One Year (returning member)
$45 ~ One Year (new member)
$80 ~ Lifetime
– You may also pay on our website using PayPal
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QUESTIONS?
For more information, visit: www.msusia.com
Questions or Comments: E-mail investor@msu.edu
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 Essential for business majors and as a
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 Link: www.wallst-training.com/msu
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