tag:blogger.com,1999:blog-70431676584098282102024-03-04T22:39:14.773-08:00The Alternative Investment Fund at McIntirePreviously the Oceanus Alternative Investment ClubAIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.comBlogger21125tag:blogger.com,1999:blog-7043167658409828210.post-45435881698664357432011-04-07T14:28:00.000-07:002011-04-07T14:44:03.134-07:00[Meeting Minutes] April 1st, 2011Agenda: <br /><ul><br /><li>Marketing Chair</li><br /><li>Market Update - Relative Value</li><br /><li>Special Situations: Sprint Calendar Spread - David Plon</li><br /><li>Portfolio Update - Risk</li><br /><li>Chalk Talk: <em>You Can Be A Stock Market Genius </em>- Evan Cantor </li></ul><br /><p></p><br /><p>Links to attachment: <a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/Meeting04.01.11.pptx?">April_01_2011.ppt</a></p>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-60832778798120042422011-04-03T12:23:00.000-07:002011-04-07T14:43:08.743-07:00[Meeting Minutes] March 25th 2011Agenda: <br /><ul><br /><li>Relative Value: Aeropostale - Sahas Rao</li><br /><li>Introductions & Club Goals - Evan Cantor</li><br /><li>Special Situations: Market Update - Annabel Lim</li><br /><li>Risk Management: Portfolio Overview</li></ul><br /><p></p>Links to attachment: <a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/Meeting03.25.11.pptx?">mar_25_2011.ppt</a>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-49138239758055843372011-02-25T12:40:00.000-08:002011-02-25T12:46:01.165-08:00[Meeting Minutes] Weekly Meeting, 02-25-11Link to Attachments:<br />02-25-2011_final.pptx <a dir="ltr" href="https://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxvY2VhbnVzbWNpbnRpcmV8Z3g6N2JmNDNhNjgyYjcxOWViZA" target="_blank" xmlns="http://www.w3.org/1999/xhtml">View</a> <a dir="ltr" href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/02-25-2011_final.pptx?attredirects=0&d=1" xmlns="http://www.w3.org/1999/xhtml">Download</a><br /><br />Agenda:<br /><ul><li>Risk Management Portfolio Overview </li><li>Global Macro: AUD/USD Carry Trade</li><li>Chalk Talk: “How to play a SS trade” – David Plon </li><li>Moving Forward</li></ul>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-52911035651425923852011-02-12T10:45:00.000-08:002011-02-12T10:54:15.462-08:00[Meeting Minutes] Weekly Meeting, 02-11-2011Link to Attachments:<br />2-11-2011-(2).pptx <span style="WORD-SPACING: 3px"><a dir="ltr" href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/2-11-2011-%282%29.pptx?" xmlns="http://www.w3.org/1999/xhtml"><span style="color:#0033cc;">Download</span></a></span><br /><br />Harrison Freund, the Vice President of McIntire Investment Institute, is coming in AIF to give a special presentation today.<br /><span style="WORD-SPACING: 3px"></span><br /><span style="WORD-SPACING: 3px">Agenda: </span><br /><br /><span style="WORD-SPACING: 3px"><ul><li>Risk Management Portfolio Overview </li><li>Long NYSE:BEC – MII VP Harrison Freund </li><li>Chalk Talk: “How to play a SS trade” – David Plon </li><li>Market Update – Scott Law and Peter Anderson </li><li>Moving Forward: Prospective Officer Meeting – February 18, 2011;Meeting with Dean S; Owl Capital Presentation – February 18, 2011; Spring Symposium - April 29, 2011<br /> <br /></li></ul><p> </p><p><br /></p></span><p><span style="WORD-SPACING: 3px"></p></span>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-71791688245446455602011-02-12T10:39:00.000-08:002011-02-12T10:50:20.844-08:00[Meeting Minutes] Weekly Meeting, 02-04-2011Link to Attachments:<br />02-04-2011.pptx <span style="WORD-SPACING: 3px"><a dir="ltr" href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/02-04-2011.pptx?attredirects=0&d=1" xmlns="http://www.w3.org/1999/xhtml">Download</a></span><br /><span style="WORD-SPACING: 3px"></span><br /><span style="color:#000000;"><span style="WORD-SPACING: 3px">Agenda: </span></span><br /><span style="color:#000000;"><span style="WORD-SPACING: 3px"><ul><li>Charter Approval – Sipian, COO </li><li>Portfolio Update – Risk </li><li>Market Update – Global Macro </li><li>Pitch – Special Situations </li><li>Chalk Talk – Diversification<br /></span><br /><span style="WORD-SPACING: 3px"></span><br /></li></ul></span>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-28798525025465294532011-02-02T20:03:00.000-08:002011-02-02T20:08:59.824-08:00[Meeting Minutes] Weekly Meeting, 01-29-11Link to Attachment:<br /><br />1-28-2011.pptx <a dir="ltr" href="https://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxvY2VhbnVzbWNpbnRpcmV8Z3g6NGYwNjIxYTRmN2JiYzlmMA" target="_blank" xmlns="http://www.w3.org/1999/xhtml">View</a> <a dir="ltr" href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/1-28-2011.pptx?attredirects=0&d=1" xmlns="http://www.w3.org/1999/xhtml">Download</a>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-54527941516004260972011-01-24T16:56:00.000-08:002011-01-24T17:00:42.545-08:00[Workshop] Valuation Workshop by Prof. David Smith, Weekly Meeting, 01-22-11Link to workshop material:<br /><br /><br />Kmart Financials For Technical Review 2011 SOLUTIONS.xlsx <a dir="ltr" href="https://sites.google.com/site/oceanusmcintire/home/workshop-material/KmartFinancialsForTechnicalReview2011SOLUTIONS.xlsx?attredirects=0&d=1" xmlns="http://www.w3.org/1999/xhtml">Download</a><br />228k<br /><br />Enterprise Valuation Review Lecture Spring 2011.ppt <a dir="ltr" href="https://sites.google.com/site/oceanusmcintire/home/workshop-material/EnterpriseValuationReviewLectureSpring2011.ppt?attredirects=0&d=1" xmlns="http://www.w3.org/1999/xhtml">Download</a><br />540kAIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-13884643000623221912011-01-24T16:44:00.000-08:002011-01-24T16:55:50.548-08:00[Meeting Minutes] Weekly Meeting, 01-22-11Link to meeting slides:<br /><a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/01-21-2011-2-%5B3%5D.pptx?attredirects=0&d=1">01-21-2011-2-[3].pptx</a><br /><br />Agenda:<br /><ul><li>Introduction to AIF – Annabel Lim (Junior Manager)</li><li>Portfolio Update – Sam Li (CRO)</li><li>Market Update – Peter Anderson (Senior Manager/CFO)</li><li>PMUG Pitch – Scott Law (Senior Manager/CEO)</li><li>“Chalk Talk” – David Plon (Senior Manager) </li></ul><p> </p>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-38801647988455671132011-01-19T19:44:00.000-08:002011-01-19T19:49:59.888-08:00[Announcement] Meeting and Interview Workshop in RR120 at 12:00 this coming FridayWelcome back to school!<br /><br />We are glad to announce our weekly meeting and interview workshop to be held in conjunction with Professor Smith's discussion on financial valuation co-sponsored by Career Services. AIF will be co-sponsoring this event, which will be held from 12:00-5:00 in RR120 this coming January 21st. The meeting agenda is as follows:<br /><br /><br />12:00-1:30 - Professor Smith discusses technical valuation<br />2:00-3:00 - AIF normal general body meeting<br />3:00-3:30 - Overview of Investment Banking<br />3:30-4:30 - Interview panel and discussion of the internship recruitment process with AIF 4th years<br />4:30-5:00 - Audience Questions<br /><br /><br />Wish to see you there!AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-92222587485055949562010-12-03T12:49:00.000-08:002010-12-03T12:53:19.400-08:00[Meeting Minutes] Weekly Meeting, 12-03-10Congratulations everyone! Another great semester for AIF<br />Have a great holiday season and see you next semester!<br /><br />Link to meeting slides:<br /><a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/12-2-2010.pptx?attredirects=0&d=1">12 - _meeting.pptx</a><br /><br />Agenda:<br /><ul><li>Risk Management Portfolio Overview</li><li>Talecris/Grifols</li><li>Long Teva Pharmaceuticals (NASDAQ:TEVA)</li><li>ETF- GLD</li><li>What happens now!</li></ul>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-77616513333055250222010-11-12T13:03:00.000-08:002010-11-12T13:08:09.959-08:00[Meeting Minutes] Weekly Meeting, 11-12-10Link to meeting slides:<br /><a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/11-12_meeting.pptx?attredirects=0&d=1">11-12_meeting.pptx</a><br /><br />Agenda:<br /><ul><li>Transactions</li><li>Performance</li><li>Pitch - Sell EUR/AUD </li><li>Pitch - Puts on Dynegy</li><li>Pitch - Short Prepaid Legal Services (PPD) </li></ul>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-33667659816890725322010-09-19T15:25:00.000-07:002010-09-19T15:29:37.304-07:00[Meeting Minutes] Weekly Meeting, 09-17-10Link to meeting slides:<br /><br /><a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/09-17-2010.pptx?attredirects=0&d=1">09-17-2010.pptx</a><br /><br />Agenda:<br /><br /><ul><li>Welcome</li><li>Special Situations Pitch </li><li>Watch list </li><li>Portfolio Overview </li><li>Provisional Member status<br /><br /></li></ul>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-76943098333746167642010-09-11T13:45:00.000-07:002010-09-11T13:54:40.885-07:00[Meeting Minutes] Weekly Meeting, 09-10-10<p>Link to meeting slides:</p><p><a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/09-10-10.Oceanus_Meeting.pptx?attredirects=0&d=1">09-10-10. Oceanus_Meeting.pptx</a></p><p><strong>Meeting brief:</strong><br /></p><p>Pitch: Long - December Corn</p><p>Watch list - Global Macro: </p><p>•Natural Gas<br />•French Government Debt<br />•Volatility (VIX)<br />•Canada</p><p>Watch list - Relative Value:</p><p> •Gold - Short<br />•Itron, Inc (NYSE:ITRI)<br />•American Tower (NYSE:AMT)<br />•Athenahealth, Inc (NYSE:ATHN) - Short<br />•Citrix Systems, Inc (NASDAQ:CTXS)<br />•Akamai Technologies, Inc (NASDAQ:AKAM)<br /><br /></p>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-8365400940921568172010-09-06T13:05:00.000-07:002010-09-06T13:11:33.336-07:00[Meeting Minutes] Weekly Meeting, 09-03-10Welcome back everyone! Hope ya'll had a great summer.<br /><br />Link to meeting slides:<br /><a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/1st_Meeting_%2809-03-2010%29.pptx?attredirects=0&d=1">1st_Meeting_(09-03-2010).pptx </a><br /><br />Meeting brief:<br /><br /><ul><li>Introduction: Club overview </li><li>Pitch: Relative Value (NYSE:LVY)</li><li>Watch list: Special Situation & Global Macro </li><li>Portfolio Update : Risk Management </li><li>Wrap-up & Next steps </li></ul><p>Next Step: </p><ul><li><strong>Resume deadline: Friday, September 10, 2010 to </strong><a href="mailto:tsl5e@virginia.edu"><strong>tsl5e@virginia.edu</strong></a></li><li>Interviews: Week of September 13-17 </li><li>Staffing Meeting: September 17, 2010 </li><li>Pitch date: TBD </li></ul>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-3546942132006866792010-05-08T19:15:00.000-07:002010-05-08T19:22:54.119-07:00AIF Annual Report 09-10Download full report: <a href="http://sites.google.com/site/oceanusmcintire/home/meeting-minutes/AIF%2BAnnual%2BReport%2B09-10.docx?attredirects=0&d=1">AIF+Annual+Report+09-10.docx</a><br /><br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjm03GxShJWeNTnq8GgSjrjsWZK0uzpgsntC3n2aQ5HUUVrQB-teIZkmhGBu8xLESQJgRqoFoCPtgpkcyFSGrw_A_al1_Kpr48GgRwgkXvzHNzdAcHhEh2krD-VV0YFNMvzY4cRDea2LqW3/s1600/AIF.JPG"><img style="MARGIN: 0px 10px 10px 0px; WIDTH: 320px; FLOAT: left; HEIGHT: 126px; CURSOR: hand" id="BLOGGER_PHOTO_ID_5469089741572453586" border="0" alt="" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjm03GxShJWeNTnq8GgSjrjsWZK0uzpgsntC3n2aQ5HUUVrQB-teIZkmhGBu8xLESQJgRqoFoCPtgpkcyFSGrw_A_al1_Kpr48GgRwgkXvzHNzdAcHhEh2krD-VV0YFNMvzY4cRDea2LqW3/s320/AIF.JPG" /></a><br /><br /><br /><br /><br /><br /><br /><br /><br />Dear McIntire Community:<br /><br /><br />I am pleased to take the reins of the Oceanus Alternative Investment Club from Ryan Yin this spring. I am very excited both for the opportunity to lead my fellow peers who are interested in broadening their exposure to various investing strategies and for the chance to establish the club among the elite of McIntire organizations. Since our clubs inception two years ago, we have successfully recruited and retained top talent from all of the Universities’ great schools including engineering, the college, and of course the McIntire School of Commerce. With an eye to the future and the clubs sustainability moving forward in mind, the next year will shed light on whether our club is here to stay among the best that McIntire has to offer or dissolve like many other great ideas that have preceded us.<br /><br /><br />To start next year, the club will be formally changing its name to the Alternative Investment Fund at McIntire. We feel as an organization that in order to take the next steps towards successfully winning the trust of investors a change in name to one that more formally outlines the clubs intentions was appropriate. With respect to those who came before us and founded the organization that we have come to enjoy and cherish we will continue on under our new title.<br />The next year’s significance is and will continue to be at the forefront of each members mind. In order to focus our energy on concrete initiatives that will enable us to gain the trust of investors, I will lay out the funds three primary goals for next year. The first goal is to establish a firm and concrete investing process that the fund will religiously follow in the future enabling us to present a clear and concise strategy to investors as well as formally organize our trade generation process. Second, the club will seek to trade and maintain a portfolio of $100,000 and record the return generated on this invested capital. Lastly, our club will seek for an investor and the establishments of an alumni board to ensure the clubs presence at McIntire long after the current members have graduated.<br /><br /><br />Thank you for showing interest in The Alternative Investment Fund at McIntire and taking the time to read our annual report. Without the help of interested faculty and alumni this organization would cease to exist.<br /><br />Sincerely,<br /><br /><br />T. Scott Law<br />President, the Alternative Investment Fund at McIntireAIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-44674838640421905252010-04-28T23:25:00.000-07:002010-05-08T19:17:48.456-07:00[Announcement] Gregor Andrade from AQR Capital<p><a href="http://sites.google.com/site/oceanusmcintire/home/meeting-minutes/presentation_GregorAndrade_UVA_HF%2BBeta%2BPresentation_Feb%2B2010.pdf?attredirects=0&d=1">presentation_Gregor Andrade_UVA_HF+Beta+Presentation_Feb+2010.pdf</a></p><p><br /><span style="font-size:130%;"><strong>Please Join us for the Presentation:<br /><u>Hedge Fund Beta </u><br />with Gregor Andrade of AQR Capital Management<br />Friday, April 30 at 1:15 pm<br />Robertson 223</strong></span><br /><br />The Alternative Investment Fund at McIntire (AIF) along with the McIntire Investment Institute (MII) will be hosting <strong>Gregor Andrade this coming Friday at 1:30 in Robertson 223</strong>. Mr. Andrade is a former Harvard Business School finance professor who now works as a principle at the quantitative investment hedge fund AQR Capital. The topic for the presentation is "Hedge Fund Beta." We look forward to ending the year with an opportunity to get together and learn from a principal at one of top quantitative investment fund in the field. All McIntire and Darden students and faculty are welcome to attend.</p>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-18924804291613922562010-04-23T13:57:00.000-07:002010-04-23T15:17:30.772-07:00[Meeting Minutes] Weekly Meeting, 04-23-10<a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/04-23-10.EventDriven-HP_3Com_deal.doc?attredirects=0&d=1">04-23-10. Event Driven - HP_3Com_deal.doc</a><br /><a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/04-23-10.Sample_Initial_Research_Memo_BlackstoneShort.doc?attredirects=0&d=1">04-23-10. Sample_Initial_Research_Memo_Blackstone Short.doc</a><br /><a href="https://sites.google.com/site/oceanusmcintire/home/meeting-minutes/04-34-20.Value%2BPitch%2BTemplate.doc?attredirects=0&d=1">04-34-20. Value+Pitch+Template.doc</a><br /><br /><strong>Agenda</strong><br /><br /> Name Change<br />Change the club name to "The Alternative Investment Fund at McIntire". Bill passed!<br /><p> Trading templates: to be uploaded here</p>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-37777201766371609992010-04-22T19:14:00.000-07:002010-04-22T19:20:29.116-07:00[Meeting Minutes] Weekly Meeting, 04-16-10<a href="http://sites.google.com/site/oceanusmcintire/home/meeting-minutes/04-16-10.BillyLaw-Nutrisystem_Stock_Pitch_Business.pptx?attredirects=0&d=1">04-16-10. Billy Law - Nutrisystem_Stock_Pitch_Business.pptx</a><br /><br /><strong>Agenda</strong><br /> Billy Law - <u>Long NutriSystem</u><br />1. Strong, sustainable business model<br />2. Enormous potential for growth in their industryAIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-9266965067999237242010-04-22T19:09:00.000-07:002010-04-22T19:18:10.535-07:00[Meeting Minutes] Weekly Meeting, 04-09-10<a href="http://sites.google.com/site/oceanusmcintire/home/meeting-minutes/04-09-10.ScottLaw-GGP.pptx?attredirects=0&d=1">04-09-10. Scott Law - GGP.pptx </a><br /><br /><strong>Agenda</strong><br /> Organize trade pattern<br /> AQR Capital discussion: April 30 @ 1:00<br /> GGP trade: The value of GGP will continue to rise as the bidding process heats up<br />*Long GGP:<br /><ul><li>We know the value is $15 </li><li>We know other bidders exist </li><li>We know all potential bidders cannot allow competition to gain hold of GGP</li></ul>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-39853898701496175332010-04-22T18:40:00.000-07:002010-04-23T10:54:47.586-07:00[Meeting Minutes] Introductory Meeting, 04-02-10<a href="http://sites.google.com/site/oceanusmcintire/home/meeting-minutes/04-02-10.Oceanus_Introductory_Meeting.pptx?attredirects=0&d=1">04-02-10. Oceanus_Introductory_Meeting.pptx<br /></a><br /><br /><span style="font-family:arial;"><strong>Exec Team:<br /></strong> President: Scott Law<br /> Chief Financial Officer: Peter Anderson<br /> Chief Marketing Officer: Sipian Wang<br /> Alumni Relations Officer: Billy Law<br /> Chief Information Officer: Sam (Shanshan) Li<br /> PM of Event Driven Group: David Plon, Annabel Lim<br /> PM of Global Macro Group: Peter Anderson, Raghav Mathur<br /> PM of Relative Value Group: Scott Law, David Dai<br /></span><strong><br /><span style="font-family:arial;">Goals:</span></strong><br /><span style="font-family:arial;"> Invest “100,000” dollars and maintain record keeping<br /> Establish a trade idea generation schedule<br /> Establish a long-term focused recruitment platform </span><br /><p><span style="font-family:arial;"><strong>Trade Idea Generation:</strong></span><span style="font-family:arial;"><br /> 3 week group rotation<br /> One group will pitch a trade at each weekly meeting<br /> Build group “breakout” time into meetings? </span></p><span style="font-family:arial;"><p><strong>COF Warrants Trade </strong><br /><br />1) Long the Warrants<br />2) Delta Hedge<br />By Shorting the stock<br />By purchasing LEAP’s </p></span>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0tag:blogger.com,1999:blog-7043167658409828210.post-81448956503209806262010-04-16T13:03:00.000-07:002010-04-16T15:04:09.479-07:00Testing Testing<p><object width="480" height="385"><param name="movie" value="http://www.youtube.com/v/ROlDmux7Tk4&hl=en_US&fs=1&"><param name="allowFullScreen" value="true"><param name="allowscriptaccess" value="always"><embed src="http://www.youtube.com/v/ROlDmux7Tk4&hl=en_US&fs=1&" type="application/x-shockwave-flash" allowscriptaccess="always" allowfullscreen="true" width="480" height="385"></embed></object></p><p>Old Website:</p><p><a href="http://sites.google.com/site/oceanusaiclub/Home">http://sites.google.com/site/oceanusaiclub/Home</a></p>AIFhttp://www.blogger.com/profile/06352698210658461123noreply@blogger.com0