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UT I nvestment G roup

President:  T.J . Wiberley Vice-President:  Andrew Anderson Secretary: Thomas Meador Treasurer:  Jeff Nutkis Event Coordinator:  Jeff Logston Director of Battle of the Traders:  Sam Berklacich MBA Liaison: Brad Summers Faculty Advisor: Dr . Laura Cole.

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UT I nvestment G roup

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  1. President:  T.J. Wiberley Vice-President:  AndrewAnderson Secretary: ThomasMeador Treasurer:  JeffNutkis Event Coordinator:  JeffLogston Director of Battle of the Traders:  SamBerklacich MBA Liaison: BradSummers Faculty Advisor: Dr. Laura Cole UT Investment Group

  2. UTIG Agenda • Hands-on Trading Experience • UTIG Battle of the Traders • CME Commodities Challenge • FIN 495 TVA Challenge • Objective • Application & Dues • 1st Thursday Monthly Meetings • Meeting Format

  3. Objective • UTIG is a student-run organization which seeks to: • Promote the knowledge of financial analysis and valuation concepts, • To expose students to the activities of investment firms, and • To allow students to manage an investment portfolio.

  4. UTIG Application & Dues • Application & dues must be submitted by Thursday, September 5, at5:05 p.m. • Dues payable in cash, or check payable to “Cash” [get receipt!] • Submit to Masters ILC staff in HBB 237 or Dr. Cole • Treasurer: Jeff Nutkis (dues) • Secretary: Thomas Meador (membership liasion)

  5. 1st Thursday monthly meetings@ 5:05 p.m. in HBB 201 • SEPT 05: *Mr. Michael Knapp (Bank of America) • OCT 03: *Mr. Dugan McLaughlin (Merrill Lynch) • NOV 7: *Mr. Blair Patteson & Ms. Christina Mosser (Morgan Stanley)

  6. Speaker Meeting Format • Must RSVP by the preceding Tuesday at 5:05 p.m. • Via the Meeting Sign-Up List on the MILC Bloomberg course on Online@UT. • Food and drinks are served at 5:05 p.m., followed by a short meeting. • Speaker is introduced at 5:30 p.m. and the meeting concludes at 6:30 p.m. • As a member of UTIG, you are encouraged to attend monthly speaker meetings. • Dress is business casual.

  7. Battle of the Traders • http://www.wallstreetsurvivor.com • Search & Join: UTIG2013FALL • Password: bloomberg • STARTS: Friday, September 6, at 9:30 AM • ENDS: Thursday, November 7,at 4:00 PM • Rules • $100K portfolio, equities & options trading, 50% position limit, short selling, trading on margin, limit orders and stop limit orders all permitted • Registration Instructions (see handout) • Cash Prizes Awarded! $200 1st place, $100 2nd place, $20 3rd place

  8. CME Commodities Challenge • February – March • Tryouts are first week in February (you will get an email) • 2 undergraduate + 2 graduate teams of up to 5 students each • A two-part competition pitting teams of students from 179 universities in 26 countries. • In 1st phase, each team is allocated a mock $100,000 trading allowance to buy and sell crude oil, gold, and corn futures contracts. • In 2nd phase, individual students compete in the techniques of exchange floor “open outcry” trading, and are judged by NYMEX/CBOT traders on their ability to fill orders and utilize proper trading techniques. • Faculty Advisor: Dr. Laura Cole

  9. FIN 495 TVA INVESTMENT Challenge • An opportunity to manage a $300,000 portfolio of common stocks on behalf of TVA.  • Previously the only investment challenge available at UT was the Torch Funds, in which membership was limited to only MBA students.  • The TVA Investment Challenge is a new fantastic opportunity for both finance and accounting undergraduate students.  • Selection for the TVA fund will be highly competitive.  If you are considering a career in finance or accounting, then you should consider applying for the challenge (in which course credit is given!). • Faculty Advisor/Professor: Mr. Darren Williams (dwill101@utk.edu) • Email to COB students, applications accepted in late October for Spring Semester.

  10. Questions? • Visit the UTIG website: http://utig.weebly.com

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