1. Welcome to UIS!

2. What is UIS?

3. Who we are

4. What we do

5. WHAT WE DON’T DO

6. Advise you on your money

7. Manage a Fund

8. Hold Recruiting Events

9. Affect Monetary Policy

10. Make Money Over Night

11. This Quarter

13. Quarterly Stock Trading Challenge http://www.marketwatch.com/game/undergraduate- investment-society-f2013-stock-comp

14. PRESENTED BY THE UCLA UNDERGRADUATE INVESTMENT SOCIETY Introduction to Investing

15. What is Investing? Defining Investing An INVESTMENT is the current commitment of money or other resources in the expectation of reaping future benefits.

16. How do WE Invest? Real Assets The land, buildings, machines, and knowledge that can be used to produce goods and services. Financial Assets Securities are no more than sheets of paper or, more likely, computer entries and do not contribute directly to the productive capacity of the economy.

17. How do we Invest? We Utilize a Financial Security What is a financial security? Originally used to refer financial instruments secured by an asset. In modern use, it can refer to all financial instruments regardless of if they are secured.

18. Financial Securities Can be broken down into three categories: Equity (stocks) Debt (bonds, debentures, etc) Derivatives (options, swaps, futures)

19. Investing Vehicles (Securities) Marketable Securities  Stocks  Bonds  Options  Commodities/Futures  Foreign Exchange  Treasury Bills Non-Marketable Securities  EE and I Government Bonds  Mutual Funds

20. Stocks and their trading Plain and simple, stock is a share in the ownership of a company. Stock represents a claim on the company's assets and earnings. As you acquire more stock, your ownership stake in the company becomes greater. Whether you say shares, equity, or stock, it all means the same thing. Discount Broker vs. Full Broker

21. How are stocks traded? NYSE  Face-Face Floor NASDAQ  OTC AMEX

22. What Causes Stock Prices to Change? Supply and DEMAND!!

23. The Bulls, The Bears And The Farm The Bulls The Bears The PIGS

24. Stock Market Concepts Technical Analysis

25. Stock Trading Concepts Continued Fundamental Analysis