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Welcome Meeting With guest speaker Richard Hong from Bloomberg for Education October 15 th 2013 11:30am – 13:30pm

Welcome Meeting With guest speaker Richard Hong from Bloomberg for Education October 15 th 2013 11:30am – 13:30pm. UHTIS Management Team: Tunia Paul President Studying International Business with Mandarin Studies Harry Radburn Investment Banking & Investment Management Coordinator

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Welcome Meeting With guest speaker Richard Hong from Bloomberg for Education October 15 th 2013 11:30am – 13:30pm

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  1. Welcome Meeting With guest speaker Richard Hong from Bloomberg for Education October 15th 2013 11:30am – 13:30pm

  2. UHTIS Management Team: Tunia Paul President Studying International Business with Mandarin Studies Harry Radburn Investment Banking & Investment Management Coordinator Also UH Bloomberg Aptitude Test Ambassador Studying Economics David Gama Treasurer Studying Economics

  3. Meeting Agenda: • Overview of the Services that UHTIS will be providing this year • One-on-one sessions & coffee mornings • Seminar Series • Semester B case studies • Information on our first events in Semester A • Introduction to Forex and Investment Management seminars by Tunia Paul & Harry Radburn on October 30th • BAT Sessions on the 16th and 30th (more dates in November and December)

  4. Meeting Agenda: • Opportunities to get involved • Positions within the society • Recruiting for management team 2014/15 • Additional events & presentation • Society Socials and activities • 4) Handover to Richard Hong from Bloomberg for Education • Introduction to Bloomberg L.P and Bloomberg for Education • About the Bloomberg Professional Service (Bloomberg Terminal) • The Bloomberg Aptitude Test and opportunities for students • End of agenda

  5. Society Mandate 2013/14 • The Trading & Investment Society was founded to facilitate intellectual development for students with an interest in finance and the financial markets. Our main aims include: • The education of our members in the areas of financial markets, corporate finance, and investment management; • Improving the employability of members through providing activities and services that encourage development; • To facilitate participation in professional and social activities that offer personal development opportunities.

  6. Overview of UHTIS Services • Develop Traders • Create & develop a trading plan • Education in the financial markets • Events & seminars 2013 - 2014 • Intro to FX & investment Management • Fundamental Analysis & Introduction to Investment Banking • Technical analysis • Trading Strategy • 2014 • Advanced trading strategies • Options contracts • Merger & Acquisition Case Studies • Valuation Seminars

  7. Overview of UHTIS Services Opportunities Inter university competition 1st November £200 risk free trading Tried and tested strategies Employability improving opportunities (i.e. BAT Test) Resources & Support One to one tutorial Online books Network of like-minded students and industry professionals

  8. Events in Semester A • Seminar Series • October 30th: Introduction to Forex and Investment Management • This presentation will cover basic knowledge regarding the foreign exchange market and investment management industry. We will provide a solid introduction so that attendees are prepared to explore the areas further. • November 15th (date tbc): Fundamental Analysis & an Introduction to Investment Banking • Here we will introduce the basic concepts of fundamental analysis, including valuation methods, industry analysis, and importantly where necessary resources can be found. Also, there will be an overview of the services provided by bulge bracket investment banks, how their businesses work, and what opportunities are available to excellent students. • Further seminars to come as confirmation is received from guest speakers. We will also be running intermediate/advanced sessions in semester B for motivated students.

  9. Events in Semester A Bloomberg Aptitude Test Opportunities What is the bat? The BAT is a global, standardized online test designed to assess a student’s abilities and a variety of comprehensive skills relevant to opportunities within the business world. • 2 hours long • 100 multiple choice questions • 8 sections - scored on 0-50 scale • Final score on a 200-800 scale • Global percentile ranking • No prep necessary • Free on campus and via e-proctoring (for Fall)

  10. Events in Semester A • Bloomberg Aptitude Test Opportunities • UH Dates (Book Online): • Wed October 16th 15:30-17:30 (FULL) • Wed October 30th 15:30-17:30 • Wed November 13th 15:30-17:30 • Wed November 27th 15:30-17:30 • Thurs December 5th 15:30-17:30 • Harry Radburn – BAT Ambassador at UH and Exam Invigilator • Speak to me afterward if you want to know more about the BAT and book on to Take the BAT.

  11. Events in Semester A • Trading Sessions • As previously mentioned, the society will be holding regular trading sessions for groups of students to apply their knowledge to real-time market situations. This can be done using real or virtual accounts. This will help traders to: • Learn the nature of the products they are interested in • Familiarise themselves with their trading platform • Practise trading techniques • Learn how to create trading strategies • These sessions will be organised relative to the number of students interested; if you would like to get involved please register your interest when contacted by the management team.

  12. Opportunities to Get Involved • Immerse yourself within UHTIS and play an integral role in the future of your Society by becoming part of the management teamLimited number of roles available! • Gain invaluable skills and experience from the running of a professional society – Boost your cv! • Network with industry Professionals and like minded colleagues • Keep in mind some of one of you could be the President for the coming academic year 2014/15 • Join us to build your Financial knowledge and Career path • You can expect to have an enjoyable learning experience while being involved in socials such as film night and inter society events • Annual Membership only costs £5

  13. Richard Hong – Bloomberg for Education • His Role at Bloomberg: • Responsible for Bloomberg's Educational Clients in the UK. • New Business Develop in the educational space in Europe. • Building "Bloomberg for Education" community • Working closely with professors and lecturers to integrate Bloomberg in practical teaching. • Brand manager of "Bloomberg for Education" in the UK. • Here to tell you about: • Bloomberg L.P and their business • The Bloomberg Professional Service (Bloomberg Terminal) • The Bloomberg Aptitude Test (BAT) and opportunities for students • Please fill in your questionnaire alongside Richard’s presentation

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