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McIntire Investment Institute At the University of Virginia

McIntire Investment Institute At the University of Virginia. Club Introduction. Prepared by the MII Managers| September 5 th , 2012. MII’s Mission and Organization. 1) Who is in MII?. 2 ) What Does MII Do?. 3) Why Should I Consider Joining MII ?. 4) How Can I Join MII?.

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McIntire Investment Institute At the University of Virginia

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  1. McIntire Investment Institute At the University of Virginia Club Introduction Prepared by the MII Managers| September 5th, 2012

  2. MII’s Mission and Organization 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

  3. MII is Lead by a Management Team of Nine Students Ryan Rechkemmer, CFO Commerce ‘14 Kelvin Wey, CIO Commerce ‘14 Jonathan Wulkan, CMO Commerce ‘14 Rob Sampson, VP Biology ‘13 Harrison Freund, President Commerce ‘13 Alex Abosi Commerce ‘13 Ajay Sundar Commerce ‘14 HaroonMasood Commerce ‘14 Nick Jones Commerce ‘14

  4. Levels of Involvement

  5. MII Is Guided by Key Supporters John Griffin MII Benefactor Dean Gerald Starsia Treasurer, McIntire Foundation Dean Carl Zeithaml Dean, McIntire School of Commerce Professor Patrick Dennis MII Faculty Adviser

  6. MII’s Mission and Organization 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

  7. MII is First and Foremost a Learning Opportunity

  8. MII Collects Fundamental, Value Added Research 360° Company Mosaic

  9. MII Members are Like Detectives – We Scrutinize Companies

  10. MII Invests in Businesses with Strong Fundamentals

  11. MII Bets Against Value-Destroying Companies Fads Frauds Fading Stars Companies with unsustainable growth Often sell consumer goods like clothing, dietary products, or toys Examples: Crocs, Green Mountain Coffee Roasters, Herbalife Companies that mislead customers and investors Often use misleading marketing or “cook the books” Examples: Enron, New Oriental Education, Sunbeam, WorldCom Companies with obsolete products and/or shrinking markets Often “late to the game” or unable to adapt to changing competitive environments Examples: Kodak, GameStop, Garmin, Best Buy, Nokia

  12. MII Manages a Portfolio Valued at Around $557,000

  13. MII’s Mission and Organization 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

  14. Join MII to Learn About Business and Investing P/E Ratio “Short” a Company Earnings Estimates WACC Discounted Cash Flow Margin of Safety EBITDA Hedge Funds “Moat” Sell-Side Competitive Advantage 10-Q Value Trap Price vs. Value CAGR

  15. Join MII to Prepare Yourself for the Commerce School

  16. Join MII to Start Your Investing Track Record

  17. Join MII to Prepare for a Career in Finance

  18. Join MII to Understand Personal Finance

  19. MII Has Over $90,000 Waiting to be Invested in Your Idea!

  20. MII’s Mission and Organization 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

  21. MII Wants Students From All Backgrounds and Years Diversity of membership leads to better discussions, investment ideas, and decisions Our desired membership is diverse across genders, majors, and nationalities

  22. Four-Phased Membership Selection Process Education Session • Attend an education session on Friday, September 7th from 1:15 -2:30pm or 4:00 - 5:15pm in RBT 256 • Learn the basics of stock analysis Stock Idea • Prepare a one-page stock memo outlining your best long or short idea • Email to miirecruitment@gmail.com on September 12thby 10:00 PM Conversation • Schedule a 10 - 15 minute conversation with an MII Manager (September 14th through September 16th) • Learn about each other, discuss your idea and ask questions • Attend at least 60% of meetings • Exceptions for Analysts, Associates and Managers who have legitimate time conflicts (talk to Rob) Involvement

  23. MII’s Mission and Organization 1) Who is in MII? 2) What Does MII Do? 3) Why Should I Consider Joining MII? 4) How Can I Join MII? 5) What Events Does MII Have Planned?

  24. Professional Events • MII will sponsor a stock pitch competition for all students within the Universityaround UVA’s Investing Conference • Featuring industry professionals for judges and thousands of dollars in prize money • Kyle Bass, Managing Partner of Hayman Advisors, to teach a Value Investing 101 class to MII • Institutional Investor Magazine’s investing competition • Make buy, sell or hold recommendations backed up with written materials and judged versus peers and industry benchmarks • The results of the competition will be publicized in the magazine • MII-sponsored networking events with major financial institutions

  25. Questions? ?

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