Club Mission Educate students about the investment management ...

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  • 1.  
  • 2. Club Mission
    • Educate students about the investment management industry, including:
      • Long-only equity
      • Fixed income
      • Hedge funds
      • Private wealth management
    • Help students find fulfilling careers within the industry
    • Successfully manage the London Business School Student Investment Fund
  • 3. Fall Term Events
    • Stock pitch competitions, both within school and the inter-business school Alpha Challenge
    • Industry panel events e.g. ‘What is Private Wealth Management?’, ‘Introduction to Investment Management’
    • Speaker Series
    • Office Tours
    • T. Rowe Price Stock Pick Challenge
    • Mock interview and stock pitching practice sessions
  • 4. The Student Investment Fund
    • £135k long-only equity fund
    • Global scope, long term strategy
    • Five sponsors: Fidelity, Wellington, Orbis & 2 hedge funds
    • Winners of the stock pitch competition will have their stock purchased in the fund
  • 5. Stock Pitch Competition
    • One page stock pitch entry is due Sunday Oct. 19th
    • 5 finalists will present their ideas to judges from sponsoring firms
    • Top placed first year student will also be selected to represent the school at the inter business school Alpha Challenge held in the US.
    • Save-the-dates:
      • Competition information session & Stock Picking ‘101’ - Oct 7 @ 12pm
      • Autumn Stock Pitch Competition – Oct. 29 th @ 6pm!
  • 6. Student Investment Fund Performance Since inception YoY YTD SIF 73.45% -15.37% 12.81% MSCI 48.95% -5.63% 5.14% Over/Under-performance 24.49% -9.74% 7.66%
  • 7. Student Investment Fund Holdings
  • 8. Asset Management Conference
    • Save the date: April 2010
    • Flagship student-run event
    • 200 student and industry professional attendees
    • Last year: 3 Keynote Speakers & 4 Panel Discussions
    • Applications this term for the AMC Organizing Committee
    Keith Wade Chief Economist Schroders Bob Jenkins Non-Executive Director F&C Asset Management Carolina Minio-Paluello Co-Head of Global Product Strategy, Goldman Sachs 7 th Annual Asset Management Conference, Keynote Speakers
  • 9. Positions Available
    • Club related (details to be released next week)
      • Hedge Fund Rep
      • MiF Rep
      • MiM Rep
      • 1st Year MBA Rep
    • Asset Management Conference Organizing Committee (details to be released later this term)
      • President
      • Head of Logistics
      • Marketing Director
      • 2 Speaker Directors
  • 10. Club Positions How to Apply
    • Please write 150 words detailing why you want the job, relevant experience, any bright ideas for the role
  • 11. Want to Know More? Club Executive Committee Contacts
    • Eric Foran, Co-President ( [email_address] )
    • Bojana Bidovec, Co-President ( [email_address] )
    • JC Briones, Treasurer ( [email_address] )
    • Vik Kumar, Events ( [email_address] )
    • Dave Chapin, Student Investment Fund PM ( [email_address] )
    • Lidia Dumitrascu, Student Investment Fund PM ( [email_address] )
    • Alison Chen, Private Wealth Management Rep ( [email_address] )
    • Abhishek Srivastav, Private Wealth Management Rep ( [email_address] )
    • Baltazar Lam, T. Rowe Price Competition ( [email_address] )
  • 12. Want to know more? Asset Management Conference
    • Julien Wochenmarkt, President ( [email_address] )
    • Yi Hong Chew, Head of Logistics ( [email_address] )
    • Dave Chapin, Marketing Director ( [email_address] )
    • Lidia Dumitrascu, Speaker Director ( [email_address] )
    • Eric Foran, Speaker Director ( [email_address] )
  • 13. Thank You!
    • Stay in touch with students and alumni who share an interest in asset management
    • London Business School Investment Management Club
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