[Workshop] Valuation Workshop by Prof. David Smith, Weekly Meeting, 01-22-11

Link to workshop material:


Kmart Financials For Technical Review 2011 SOLUTIONS.xlsx Download
228k

Enterprise Valuation Review Lecture Spring 2011.ppt Download
540k

[Meeting Minutes] Weekly Meeting, 01-22-11

Link to meeting slides:
01-21-2011-2-[3].pptx

Agenda:

• Introduction to AIF – Annabel Lim (Junior Manager)
• Portfolio Update – Sam Li (CRO)
• Market Update – Peter Anderson (Senior Manager/CFO)
• PMUG Pitch – Scott Law (Senior Manager/CEO)
• “Chalk Talk” – David Plon (Senior Manager)

[Announcement] Meeting and Interview Workshop in RR120 at 12:00 this coming Friday

Welcome back to school!

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:


12:00-1:30 - Professor Smith discusses technical valuation
2:00-3:00 - AIF normal general body meeting
3:00-3:30 - Overview of Investment Banking
3:30-4:30 - Interview panel and discussion of the internship recruitment process with AIF 4th years
4:30-5:00 - Audience Questions


Wish to see you there!

[Meeting Minutes] Weekly Meeting, 12-03-10

Congratulations everyone! Another great semester for AIF
Have a great holiday season and see you next semester!

Link to meeting slides:
12 - _meeting.pptx

Agenda:

• Risk Management Portfolio Overview
• Talecris/Grifols
• Long Teva Pharmaceuticals (NASDAQ:TEVA)
• ETF- GLD
• What happens now!

[Meeting Minutes] Weekly Meeting, 11-12-10

Link to meeting slides:
11-12_meeting.pptx

Agenda:

• Transactions
• Performance
• Pitch - Sell EUR/AUD
• Pitch - Puts on Dynegy
• Pitch - Short Prepaid Legal Services (PPD)

[Meeting Minutes] Weekly Meeting, 09-17-10

Link to meeting slides:

09-17-2010.pptx

Agenda:

• Welcome
• Special Situations Pitch
• Watch list
• Portfolio Overview
• Provisional Member status
  
  

[Meeting Minutes] Weekly Meeting, 09-10-10

Link to meeting slides:

09-10-10. Oceanus_Meeting.pptx

Meeting brief:

Pitch: Long - December Corn

Watch list - Global Macro:

•Natural Gas
•French Government Debt
•Volatility (VIX)
•Canada

Watch list - Relative Value:

•Gold - Short
•Itron, Inc (NYSE:ITRI)
•American Tower (NYSE:AMT)
•Athenahealth, Inc (NYSE:ATHN) - Short
•Citrix Systems, Inc (NASDAQ:CTXS)
•Akamai Technologies, Inc (NASDAQ:AKAM)