GTSF Investments Committee - Georgia Tech Student Foundation
Download
Report
Transcript GTSF Investments Committee - Georgia Tech Student Foundation
GTSF Investments Committee
Mentorship, Fall 2013
Daniel Bruce
[email protected]
Itinerary
Week 1
Intro/About the IC / Intro to Capital Markets
Critical Ratios / Financial Statements / Fundamental Analysis
Week 2
Macro/Micro Analysis / Growth Drivers / Basic Technical Analysis
How to do a pitch/presentation / Exit Strategies
Week 3
Sector Work / Rotationals
Sector Work / Rotationals
Notes
Bring a laptop to every meeting
Expected to learn outside the sessions
www.bloomberg.com
www.yahoofinance.com
www.investopedia.com
www.wsj.com
TD Ameritrade
Be thinking about what sectors interest you
Will get into more detail later
GT Student Foundation
“Moving forward by giving back”
Development Committee
PR and Marketing Arm
Fund Raising
Allocations Committee
Makes Grants to Student Organizations
~$30,000 per year
Investments Committee
Invests and Grows Endowment
Welcome to the IC
Largest student managed endowment in the country.
$853,002
What’s New This Year
Mentorship Assessment
At the end of Mentorship, an Analyst Test will be administered
Top Performers will be granted Analyst roles
Others are welcome to attend meetings and other IC events but
will not be allowed to pitch or present.
Professional Dress While Presenting
No pitches/presentations will be heard otherwise
Exit Strategy
Every presentation must come with an exit recommendation.
No Exceptions.
Asset Classes
Asset Classes
Equities
Company Stock
Alternative Investments
International Companies
Commodities
Hedges
REIT’s
Special class of company
Not necessarily limited to real estate
Fixed Income
Sovereign Debt
US Bonds
Cash
Equities
Financials
Banks, insurance, etc
Energy
Oil, Nat Gas, Alternative Energy
Technology
High Tech, hardware, semiconductors, software
Services
Anyone that doesn’t sell a physical product
Staples
Consumer non-discretionary items, shampoo, etc…
Cyclicals
Discretionary items, retail, etc…
Health Care
Pharmaceuticals, Health Care Services, etc…
Industrials
Machinery, engines, etc…
What is the Stock Market?
A loose network of economic transactions for the trading of
company shares and derivatives at an agreed price.
Not in any one physical location, although there are trading
floors/desks/etc…
NYSE
Largest equities-based exchange in the world
NASDAQ
World’s first electronic stock market
Stock – individual units of ownership of a company
Usually issued by a company to raise capital or reward employees
(hence, capital markets)
You and I can buy pieces of company ownership for publically traded
companies on one of the above exchanges.
We will get into these
next time.
Important Benchmarks
Dow Jones Industrial Average
The “Dow 30” or just “The Dow”
30 Large Cap Stocks
S&P 500
500 Largest Public Companies
NASDAQ
Tech Weighted Index with >3000 Stocks
ETF’s
Exchange Traded Funds
Basket of stocks or other financial instruments meant to achieve
the performance of a certain idea.
Ex: Grains, Financials, S&P, Euro
Trades Like a Stock, Acts Like a Mutual Fund
Highly Liquid
Have Been Blamed for Increasing Systematic Risk
ETF’s make whole sectors move in tandem, reducing the
benefic of diversification
Important Terminology
Bulls
Group of traders who are generally positive about the movement
of a stock or the market as a whole.
“bullish”
Bears
Group of traders who are generally negative about the
movement of a stock or the market as a whole.
“bearish”
Why the IC?
Questions
Daniel Bruce – Director of the Mentorship
[email protected]
Alex Han – Senior Managing Director
[email protected]
Nick Keith – Senior Financial Director
[email protected]