1. Finance & Investment Club Fall 2012 1.Updates From the Week / Attendance 2.Typical Trend Prelim Assignment 3.Sample Trend Sources 4.Walkthrough Of Trend Development 5.Deliverables upcoming senior Analyst Forum #3

2. 2 Updates From The Week / Making Sector Meetings Interesting?  How many Junior Analysts are actually coming to your individual sectors?  To be put into the common google doc: – Has everyone settled on a common meeting time? – Has everyone selected an industry? (6-8 Companies) – Has everyone spoken to reservations regarding booking a room?  How was everyone’s second (and maybe third) meetings?  Does anyone feel that their Junior Analysts are uninterested in the club? –What would you tell them to stay in?  Anyone Have any recommendations on how to make their meeting exciting? ResearchCollaborationAction

3. 3 Recommendations For Making Sector Meetings Interesting 1.Make an Agenda to Follow for Structural purposes 2.Emphasize or focus on teaching the junior analysts at least one new thing each week 3.Reinforce reasons to stay in the club (ideas?) 4.Ask for feedback from your JA’s on the club, the meetings 5.Do not keep your JA’s for a full hour if they need to be 6.Communicate effectively before and after the meeting, so the JA’s know expectations 7.Use Humor (Play Music? Ideas?)

4. 4 Potential Trends  Total Production #s  Manufatcuring / Production Process  Increase In Consumer Demand –Desire / New Perceptions –Growing Industry –New Technology –# of customers –Improved Supply Channels –Consumer Need / Neccessity –Adoption rate currently of product –Usage rate  GDP growth in Operations area  Imports / Exports of Product Statistics  Current Revenue Growth Rates (10K-N)  Margin Increases (10K-N)  Company Strategy (10-K-B)  M&A Activity  Regulatory Environment  Technological Improvements  Supplier Relationships  Supplier Dilution  Consumer Preferences  Entering / exiting companies  Change in target market  Niche Market  High barriers to entry  Commodity Price  Product Price

5. 5 Sources

6. 6 Trends Overview Trend Identification Trend Quantification DCF & Revenue Forecasting

7. 7 Guide Book On Trends…

8. 8 Sample Deliverable & What To Do  This process acts to identify many opportunities and to create a list of potential trends that are occuring in your industry. It is best to compile a long list and then cut down from that list. This allows you to identify potential sources for your Junior Analysts to look into and research for the presentation. Also allows you the learning opportunity to teach them where to search for industry information.

9. 9 Fall 2012 Calendar (IR Team Deliverables) Deliverable #4 : Industry Summary, Additional Industry breakdowns, & Business Model Slides Sunday 2:00pm via E-mail to VPs of IR October 14 th General Meeting #6 : Wednesday 6:00pm PHO 206 (1 Hour) October 17 th Deliverable #5: Finished all industry intro slides and developed list of 3-5 trend ideas Sunday 2:00pm via E-mail to VPs of IR October 21 st General Meeting #7 Wednesday 6:00pm PHO 206 (1 Hour) October 24 th Deliverable #6: Rough draft slides of all trends for presentation, to be commented on by E-Board Sunday 2:00pm via E-mail to VPs of IR October 28 th