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Global Investment Research Challenge Where opportunity favors the prepared mind… Kickoff Meeting – Academic Year 2010-20

Global Investment Research Challenge Where opportunity favors the prepared mind… Kickoff Meeting – Academic Year 2010-2011. 2010 Champions University of the Philippines. The purpose.

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Global Investment Research Challenge Where opportunity favors the prepared mind… Kickoff Meeting – Academic Year 2010-20

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  1. Global Investment Research ChallengeWhere opportunity favors the prepared mind…Kickoff Meeting – Academic Year 2010-2011

  2. 2010 ChampionsUniversity of the Philippines

  3. The purpose Teach best and ethical practices in equity research through a real-world experience to the next generation of investment professionals

  4. Hosts

  5. Key Components Mentoring by an industry professional Perform corporate analysis Interview company management Write a sell side equity research report Present to a panel of expert judges

  6. Global IRC Network Americas + New York: • 30 Challenges • 200 Universities Asia Pacific: • 16 Challenges • 140 Universities EMEA: • 14 Challenges • 90 Universities

  7. 2010 Winners’ Progression Diagram Global Investment Research Challenge 16 teams New York Regional Challenge 16 teams Asia Pacific Regional Challenge 14 teams EMEA Regional Challenge 29 teams Americas Regional Challenge 59 LOCAL SOCIETY INVESTMENT RESEARCH CHALLENGES

  8. Sampling of Participants Americas Boston University Brigham Young University Columbia Business School Faculdade de Economia – Brazil Fordham University Harvard University MIT NYU Stern School of Business University of Washington Rice University University of Arizona University of Virginia University of Southern California Yale University Asia Pacific • The Chinese University of Hong Kong • Fudan University • Monash University • Singapore Management University • Institute of Business Administration of Pakistan • Shanghai Jiaotong University • University of the Philippines Europe, Middle East & Africa • Aalto (Helsinki) School of Economics • Bocconi University • Trinity College Dublin • ESSEC , Paris • University of Edinburgh • London Business School • Rotterdam School of Management • University Gottenburg • University of Cape Town • Wroclaw University

  9. Teams Participating Dutch Universities • Tilburg Universty - in Tilburg • Maastricht Universty - in Maastricht • Erasmus School of Management - in Rotterdam • Nyenrode Business Universty - in Breukelen • Amsterdam Business School - in Amsterdam • Duisenberg School of Finance - in Amsterdam • Free University of Amsterdam - in Amsterdam Participating Belgian Universities • Universty of Groning in Groningen • KU Leuven - in Leuven • Universiteit Antwerpen - in Antwerpen • Université de Liège - in Liège/Luik • Vlerick Leuven Gent Managemant School - in Luik/Gent

  10. Faculty and Mentor Involvement Faculty Advisor Charterholder Mentor Insight and guidance on industry practice 6 hours of productive time maximum Face to face or virtual Company management question development Review first draft of research Report Presentation development assistance • Insight and guidance on research methods and tools as taught in academia • 10 hours of productive time maximum • Access to faculty for other projects unrelated to IRC is permitted • All work must be the original work of the students

  11. Mentors

  12. Subject Company • ambitious, productive and decisive company that is not afraid of new initiatives. • commercial, devoted, firm, daring and sober. • most successful young players in the Dutch financial landscape. • services for online private and professional investors. • www.binck.com

  13. Subject Company 2009 report (English and Dutch) H1 2010 report

  14. Interacting with Binck Bank • Designated Officers ONLY • Organized Meetings ONLY • Mentor or Society Representative must be present for ALL student-Binck Bank interactions • Students may contact company suppliers, customers, vendors, etc.

  15. Tools for Students • CFA Institute Online Ethics Case Study • Mentor’s Advice • Professor’s Guidance • Public Arena • Other Challenge Webcasts • Report of winning team • Presentation of winning team • Bloomberg terminal

  16. Rules • Teams of 3-5 students, the same students throughout competition • Enrolled in school at time of final presentation • Original work of students • No contact with company outside of organized events • No purchased or professional research reports may be used

  17. Rules, continued • Mentors and faculty may NOT contact the company • Mentors and faculty may NOT provide inside information or company reports • Students, Mentors and Faculty all agree to the CFA Institute Code of Ethics and Standards of Professional Conduct

  18. Online Ethics Case Study Ethical Standards for Investment Professionals: An Interactive Case-Based Course

  19. Report Scoring

  20. Presentation Scoring

  21. Timeline

  22. Preparation “Preparation is everything; Noah didn’t wait start building the arc until it was raining” Warren Buffet

  23. Awards CFA Society of the Netherlands • Best report EUR 500 • 1st price EUR 500 CFA Institute • Economy Class Airfare for students • Hotel Lodging for students and one sponsored guest (faculty advisor, industry mentor, or society administrator) • Group Meals

  24. Questions

  25. Thank you Sponsor: ABN/Amro Rogier.van.Aart@cfanetherlands.nl 070 344 78 47

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