1. Finance & Investment Club February 20 th, 2013 SAR 101 General Meeting #3

2. 2 Guest announcement: Alpha Kappa Psi Stock Market Competition RULES: There are two games you can participate in. 1) Static: cost minimum $2 You will get $20,000 to invest in up to three stocks on the NYSE/ NASDAQ. 2) Dynamic: cost $5 flat Sign up for a marketwatch portfolio and participate in an online stock portfolio competition. TO WIN: 1) The participant with the highest percentage return in each game wins. Find us at the SMG Atrium to sign up from 2/21 to March 1 st.

3. 3 Introduction to the Finance Club at Boston University Long-term Goals Education  To offer an educational, real-life opportunity for aspiring investment professionals Community  To foster lasting relationships amongst our membership in Boston University and beyond Alpha  To continue professional procedures to maintain an alpha generating process Growth  Personal, career and fund growth

4. 4 IM Update Current Fund - $51,340.68 +11.25% for the year Small Cap Holdings +14.09% +9.63% Benchmark Top Equity Performers- PKG (Packaging Corp. of America - Materials) +37.5% from Jan 2012 Target Cash Balance 10% - Roughly $5,000 Recent Activity Sale of DHX - 3.5% Gain- Proceeds allocated to PSCC (staples) & PSCD (discretionary) ETF Current Long Focus: Real Estate Tech Materials Industrials Current Short Focus Consumers Fixed Income: Investment Grade sale - Possible high point in I grade market Based on Endowment Fund Evaluation look to eliminate fixed income holdings

5. 5 Finance Club Resources

6. 6 Finance Club Resources (cont’d) BU INVEST LOG-IN INFORMATION: Username: bufcmember Password: 12bu2012

7. 7 Finance Club Resources (cont’d)

8. 8 Wall Street Trip  Friday, April 19 th  7:00AM: Depart from Boston  11:30AM: Arrive in NYC  12:00PM: Networking luncheon with senior BU finance alums (>= VP) –Millesime restaurant in Midtown  2:00PM: Eight site visits to major financial firms –Two per group  6:00PM: Depart from NYC  Ticket Price TBA Sample Past Site Visits