Student Investment Society

Meeting: April 19, 2011

AGENDA

Introduction:

            -Congratulations to our club for a great semester
            -Awards will be in Dr. Lach’s office next week

Fall 2011 Officers:

            President—Bricen Hakeman
            Vice President—Bret Pufahl
            Secretary—Patrick Revallo
            RSO Representative—David Biddix
            RSO Representative—Matt Strubhart

Fall 2011 Plans:

            -UpDown.com accounts will be mandatory
            -SIS UpDown portfolio
                        -Look for ideas over the summer
                        -UpDown proposals will be done next semester
            -R.I.S.E. 2012
                        -Prepare funding for those who are interested
                        -R.I.S.E. 2011 video clips
            -Financial Management Association (FMA)
                        -Organization will be geared towards market analysis and research
                        -Student Organization Survey

Portfolio Review:

            -Review positions for the summer
            -Possible proposals
                        -Sell order: Lorillard (LO), 7 shares at $105.00 or better
                        -Sell order: Aeropostale (ARO), 25 shares at $25.60 or better