The Undergraduate Investment Society (UIS) at UCSD aims to educate students about finance through various programs. It hosts an annual conference with industry speakers and workshops that has grown to over 350 attendees. UIS also organizes a CFA research challenge for students to gain hands-on experience analyzing stocks. Weekly meetings feature speaker events on topics like portfolio management and alternative investments. UIS works to connect students to professionals through luncheons and an alumni mentorship program. Its goals are to be a long-lasting resource for investing knowledge and prepare students for finance careers.

1. Undergraduate Investment Society

2. Content and Agenda Our Mission

3. UCSD UIS Empowering Students with Financial Knowledge Educate Financial Literacy Strengthened Business Acumen Financial Professionals Network Industry News and Seminars Immersive Industry Experience Connect with Prominent Industry Figures Technical Competencies Legacy and Alumni Network Support Bridge UCSD Community with Corporations Empower Undergraduate Investment Society Network

4. Content and Agenda What is UIS?

6. Officer Education

7. News Updates

9. Marketing

10. Communications

11. HR

12. Administrative

14. Financial Horizons Conference Professionals Students Alumni Description UCSD’s premier education and networking event catered toward students looking to broaden financial knowledge and employers seeking fresh talent. The UIS Financial Horizons Conference invites prominent industry executives to keynote and lead hands-on workshops. Over the years, UIS has consistently delivered successful conferences that highlight key industry trends. 350 300 250 200 Students Attendance 150 Notable Past Speakers 100 50 Ken Fisher – CEO of Fisher Investment and Forbes Columnist Harry Markowitz – Father of Modern Portfolio Theory and Nobel Laureate Brian Hersman–Vice President of JMI Equity 0 Year 2006 2007 2008 2009

17. Herman Chan

18. Ryan AdityaCFA Institute Global Investment Research Challenge 2009

19. Weekly General Body Meetings Engaging workshops by accomplished speakers on diverse topics of financial knowledge Robert Marren Provided insight on his experience with portfolio management and institutional investing. Nicholas-Applegate MD and UCSD endowment fund manager 50 Paul Temby Explored the business and investment aspect of managing a private wealth management firm Speaker Event 40 Dowling & Yahnke portfolio manager and Partner George Shinn 2010 Summary of Events Shared his take on alternative investments in commodities markets 35 Granite Asset Management consultant Navigating Different Careers in Finance Students explored the in and outs of finance careers 30 Workshop Nicholas Monterrosa, trader at CE2 capital introduced environmental commodities and detailed the trading dynamics of carbon markets From Stocks to Carbon 35

20. Executive Luncheon Tour a company and network with professionals from the firm Networking Industry Education Portfolio Management Analyst Research Career Exploration Company Tour Corporate Reorganization Job Discovery Trading Mentorship Companies

21. Alumni Program To develop a network of rising investment talent and UIS graduates Increase value add Professional development Successful Mentors Developing Mentees Ongoing UIS Network UIS succession planning Areas of need identification Cultivate talent from within Network building

22. Content and Agenda Future Goals

23. Aspirations for the Future Become a rich resource of investing and finance knowledge that transcends into future generations of aspiring investment talents Sustain leadership at UCSD as largest finance and investment-focused organization Strive to prepare members and the UCSD student body through independent research and hands-on experience Continue to connect accomplished industry professionals and student community