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Eagle Investment Group Allegiant Asset Management Visit Fall 2007

2007

merle
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Eagle Investment Group Allegiant Asset Management Visit Fall 2007

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    2. 2007 – 2008 EIG Members Mainul Ahsan Kyle Alford Dana Banyasz Robin Barre Cheryl Bourne Preston Boyd Brad Buckingham Carla Cefaratti Justin Chokreff McLaine Denman Jack Dickes Krystal Dowdy Bethany Dria Amanda Golden Angela Ina Kara Lanzer Emmalee McKell Carey McGraw Chad Roland Justin Scheeff Amanda Shaffer Sean Siloy Zach Spicer Brandon Steinhagen

    3. Vision “Walk Down Wall Street with Anyone”

    4. Mission “To manage the Eagle portfolio prudently and responsibly, in accordance with guidelines, increasing the overall value of the Endowment Fund.”

    5. The Conard Center for Financial Education

    6. Success Significant growth in number of students From 20 in 1999 to 92 in 2007 Projected to be 200 in 2010 Successful management of portfolio Outperform market every year From $250,000 to $175,000 to $400,000 60% overall return, even with the Tech Bubble Crash 135% return since March 2003

    7. Eagle Portfolio Performance through May 2007

    8. Eagle vs. S&P 500 & Dow Jones

    9. As of September 13, 2007 Increased use of reporting Personal Stock Streamer Microsoft Excel Ability to create charts and reports in any model Preparation for future groups to present and participate in the RISE competition

    10. Sector / Company Analysis

    11. Sector / Company Analysis A brief tutorial on the analysis performed by our sector analysts when preparing for a Buy/Sell call to the group Nucor Corporation

    12. Eagle Investment Group Committees Fundraising Public Relations Reporting / Presentations Student Recruiting

    13. Corporate Partners Allegiant Asset Management AXA Advisors Citigroup Institutional Consulting Edward Jones Farmers Insurance KeyBank MetLife New York Life Stark Investments Wells Fargo Westfield Group

    14. Eagle Investment Group Scholarships AXA Advisors Wells Fargo

    15. Strategic Plan The Institute for Contemporary Financial Studies

    16. A desire to make The IFCS Self-Sufficient To provide highly-qualified faculty who can continue the tradition of the Eagle Investment Group To provide scholarships to the members of the Eagle Investment Group To provide for the operational needs of the Conard Center for Financial Education

    17. The Plan, con’t Curriculum Most recent change to COBE Curriculum Committee Then to University Curriculum Committee

    18. The Plan, con’t Faculty Succession planning to insure viability and excellence of the program Academic excellence and professional experience Competitive compensation

    19. The Plan, con’t Fund Raising Naming rights for the Institute Endowed Chairs Scholarships

    20. Vision of the Institute To be the preeminent provider of undergraduate finance curriculum in the United States

    21. Our mission as a group To prepare students so that they can “Walk Down Wall Street with Anyone.” To continue to improve the quality and growth of the program To provide students with opportunities to be innovative and creative as we prepare them for productive careers in financial and investment management

    22. Thank You for the opportunity to share our program with your company

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