The document summarizes the strategies and future plans of the Minutemen Equity Fund (MEF) student investment fund at UMass Amherst. The MEF aims to leverage various platforms like its website and publications to build its brand recognition. It plans to implement high visibility marketing tactics like campus events and alumni outreach. The MEF also wants to streamline its processes and integrate strategic planning to secure future investments and intangible assets like respect and passion for the fund. Its long term vision is to become a globally recognized student investment fund.

5. Methodology and Tools at Disposal 1 Design Team 2 External Liaisons 3 Wide Gamut of Majors Building a Brand 4 “ Wozniak wanted to build a computer. Steve Jobs wanted to change the world.” Micro and Macro Focus Micro: Striving for Absolute Returns, Custodians of the Fund, Maintaining Status Quo Macro: Building a Comparative Advantage, Vaulting Careers, Creating a Legacy Importance of Brand Recognition Professional Publications Logo Branding: C, Letterheads, Prints SEO and Website Traffic Propagation Databasing: Efficient Outreach to Alumni Quarterly Newsletters sent via Email Sell Side Representatives Media Relations Professionals Faculty and University Outreach Internet and Online Community Career Links and Connections Interdisciplinary Approach Quantitative and Qualitative Research Industry Experience in Many Sectors Intangible Abilities Diverse Team and Individuality

6. Building a Brand: The MEF Logo Artwork: Logos Purpose: Distinction Style: Monolithic The aesthetic is critical in maintaining external professionalism. The MEF logos will be used in all official publications, presentations, internet literature, and on business cards for our team. 5

7. Building a Brand: The Annual Report Artwork: Annual Report Purpose: Dissemination Style: Corporate Akin to a reader-friendly report from G.E., Wal-Mart, Merrill Lynch, and Blackstone—the MEF’s future Annual Reports will be on par with Fortune 500’s. Comprehensive and easy to understand figures and strategies cater to our student and alumni readership. 6

8. Building a Brand: Business Cards Artwork: Business Cards Purpose: Networking Style: Professional Professional takeaway’s are critical for any pitching or interview session. MEF equips its team with professionally designed (in-house) business cards. Cards have already been designed and ordered for the executive committee and supporting staff. 7

9. Building a Brand: Previous Website Artwork: Ex-Website Purpose: Informational Style: Static & Stationary Traditional school websites adhere to strict red-tape design guidelines and possess limited utility. Lack of scripting language support and template adherence prevents social networking and more efficient means of dissemination and interactivity. The University cannot provide the private resources we need to launch a global website. 8

10. Building a Brand: Minutemen Equity Fund – New Website Artwork: New Website Purpose: Informational Style: Modular, Avant-Garde Our team owns three .com and .org websites under the MEF brand name. A fully scalable architecture allows automated newsletters, a private email server for BlackBerry’s, an online repository for archived Annual Reports, integrated forums, online chat, distance learning applications, detailed traffic statistics, Wikipedia entries, a career and internship center, and unlimited possibilities. Our websites are privately held and cost the university nothing. 9 Website fully operational by February 1, 2009

11. Campus-Wide Not forgetting “club” moniker, Tabling Events, Pitching in Classrooms Five Colleges & Beyond Leverage relationships with other colleges, build investment repartee, put flyers on their campuses. Positioned Alumni Aggressively recruit and maintain alumni relations. Career and Networking Events Submit petition to table at SOM, ALANA, Major Career Fairs. Incentivize with entry-level experience. Mainstreet and Wall Street Cold-call HR at firms; be invited to firm recruiting events, info sessions, and dinners. US Colleges and Global Publications, Tutorials, Journalism Columns via centralized website. Featured in blogs, papers, etc. HVM: High Visibility Marketing Creating the Image of the MEF 10

12. Strategic Integration and Streamlining The Process Flow Facebook Advertising (Today) 11 Executive Committee (Managerial) General Member Body, Public, Global Audience (Organizational) Flyering Materials Designed (Yesterday) Tools: Emails, Website, Business Cards (Today) Successful Pitch, Fidelity Subcommittees Recruitment General Member Profiling Anonymous Organizational Review (Online) Tabling & Fundraising Case Studies on Competing Funds Mining Alumni Rolodex Defining Position Titles Executive Training (Speaking, Modeling, Etiquette) Executive Training (Excel, PowerPoint) Group Activities Members’ Feedback (Online) Performance Review Mining Members’ Connections Strategy Continuum (Time) Outing Events Teambuilding Activities

14. James Zhang Chief Marketing Officer Direct Dial: 617-306-3533 [email_address] Minutemen Equity Fund Isenberg School of Management Amherst, MA 01003 Experience: BlackRock, State Street, Dell Corporation, Bedford, Freeman & Worth, Various Startups Background & Expertise: Asset Management, Venture Capital, Social Networking, Publishing, Software, Online Gambling www.minutemenequity.com Thank You Speaker Contact Information FOR INTERNAL USE ONLY THE INFORMATION CONTAINED IN THIS MESSAGE AND ANY ATTACHMENT MAY BE PRIVILEGED, CONFIDENTIAL, PROPRIETARY OR OTHERWISE PROTECTED FROM DISCLOSURE. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, copying or use of this message and any attachment is strictly prohibited. If you have received this message in error, please notify us immediately by replying to the message and permanently delete it from your computer and destroy any printout thereof. 13