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The University of Connecticut MBA 2012 Student Managed Fund

University of Connecticut. MBA Student Managed Fund Overview. The University of Connecticut MBA 2012 Student Managed Fund. First Semester Timeline. September Officers Prospectus Investment Strategy Policies and Procedures October Begin Security Selection Executing Trades Mentor

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The University of Connecticut MBA 2012 Student Managed Fund

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  1. University of Connecticut MBA Student Managed Fund Overview The University of Connecticut MBA 2012 Student Managed Fund

  2. First Semester Timeline September • Officers • Prospectus • Investment Strategy • Policies and Procedures October • Begin Security Selection • Executing Trades • Mentor • SMF event November • Continue investing • Begin Report and Presentation for IAB • SMF event December & Winter Break • IAB Presentation in Stamford • Final 1st semester stock pitches • Monitor Portfolio over break The University of Connecticut MBA 2012 Student Managed Fund

  3. Second Semester Timeline January & February • Become fully invested • Continue to Monitor Portfolio • Begin preparation for final report and presentation to UConn Foundation March • Presentation and Final Report to UConn Foundation • Attribution Analysis • Highlights of Portfolio April • Continue monitoring • Group full report competition • Final Final Report • Any remaining deliverables • Unwind Portfolio The University of Connecticut MBA 2012 Student Managed Fund

  4. September • Read and become familiar with SMF Prospectus • Elect Officers • Lead Manager • Portfolio Manager • Treasurer/Secretary • Determine Investment Strategy • Macroeconomic views of group • Top Down vs. Bottom Up approach • Asset Allocation (ETF investment) • Distribution of Responsibilities • Policies and Procedures • Meetings, Stock pitches, Voting, Trade execution The University of Connecticut MBA 2012 Student Managed Fund

  5. October • Begin Security Selection • 3-6 hours per week of team meetings • Stock pitches for each manager • 1 page reports • Several hours of reading and research outside of meetings • Trade execution • Lead manager in charge of sending trade recommendations to Professor Ghosh • One Page report, Trade ticket, Stop loss, Limit order • Beware of Trade Lag • Connect with Mentor • SMF Event • Breakfast with Undergrads and Mentors • Possible additional event in Stamford The University of Connecticut MBA 2012 Student Managed Fund

  6. November • Continue Investing • Finish 1st round of investing and begin 2nd • Weekly Portfolio Updates • Begin Preparing Report and Presentation to Investment Advisory Board (IAB) • Possible SMF event (Hartford or Stamford) The University of Connecticut MBA 2012 Student Managed Fund

  7. December & Winter Break • Finish 1st semester investing • Complete at least 2 pitches per manager by end of 1st semester • 1st semester report due to IAB • IAB Presentation – Stamford • Focus of report and presentation is investment strategy, policies and procedures, and market outlook • Not as focused on portfolio performance • 3-4 managers present • Each manager prepared to answer questions on stock selections • Winter Break • Make sure Stop Losses are set and updated before leaving for break • Each manager responsible for monitoring stock selections and updating the group if any action is needed before 2nd semester The University of Connecticut MBA 2012 Student Managed Fund

  8. January & February • Fully Invested • Finish investing remaining funds • Monitor Portfolio and make sure stocks selected are still best option for portfolio • Prepare for Final Report and Presentation to Foundation • Attribution Analysis • Highlights of a few best and worst performers of portfolio • Final Report due approximately 2 weeks before final presentation (late February) The University of Connecticut MBA 2012 Student Managed Fund

  9. March & April • Final Presentation to UConn Foundation! • NYC in Early March (Big East Tourney Week) • 3-4 presenters – everyone ready to speak • Focus on Performance of Portfolio, comparison to Benchmark, lessons learned, individual selections • After presentation • Continue Monitoring • Full Report Competition • Prepare FINAL Final Report – Archived • Unwind Portfolio • Any final deliverables – including full reports for each stock selection The University of Connecticut MBA 2012 Student Managed Fund

  10. Final Notes • Keep on top of portfolio and assigned readings • Update stop losses and monitor selections • Don’t time the market but be aware of earnings releases and other company events • Keep in mind the trade lag when making buy recommendations • 3-5 business days to settle ETF liquidation • Take advantage of and enjoy the experience The University of Connecticut MBA 2012 Student Managed Fund

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