News & Announcements

February 3, 2021

Attendance Poll for Thursday 2/5

Hello everyone there is a blizzard warning for central Iowa tomorrow. I've created a short poll for you to fill out so we can get an idea of whether members would prefer the meeting to be in person or virtual tomorrow. We will decide tomorrow morning after looking at replies.

https://docs.google.com/forms/d/e/1FAIpQLSeP3mPAk3GYI6PImqLxVzblwv-Z43X8GgnzpGsLWU_teZjGSw/viewform?usp=sf_link

January 29, 2021

Investment Group Sector Leader Applications

If you are interested in being a sector leader this semester please fill out this application. Note that we may combine coverage into Industrials/Energy, Financials/Healthcare, and Technology/Consumer depending on how many people on interested in being a sector leader. Use the following link for the application.

https://docs.google.com/forms/d/e/1FAIpQLSdda-fPtQhEofXe6T9CQOe-nAvvZrGHTe6k28QvxEDZweV_sw/viewform?usp=sf_link

 

April 14, 2021

Investment Group 4/15

Hello everyone, we will be meeting at 7:00 pm 4/15 in Carver 205. I encourage people to attend this meeting as it will be the last pitch of the semester. The consumer sector will be pitching to sell Marriott and to buy Home Depot. We will also be excepting nominations for the executive team elections. You can nominate someone else or yourself for the positions of president, VP, Treasurer, and economic advisor. Our last meeting will be on 4/22 where we will have elections and a guest speaker, Eric Glass. The WebEx for 4/15 is below for those who can't attend in person.

Investment Group 4/15
Hosted by Weston Powers

https://iastate.webex.com/iastate/j.php?MTID=m4ecc2d58c6e0e8b3b0df867c95a2ff61
Thursday, Apr 15, 2021 7:00 pm | 1 hour | (UTC-05:00) Central Time (US & Canada)
Meeting number: 120 584 5829
Password: PgyAYT4Qs34

Join by video system
Dial 1205845829@iastate.webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone
+1-312-535-8110 United States Toll (Chicago)
Access code: 120 584 5829

January 23, 2021

Investment Group Spring 2021

The first meeting for the investment group is planned for Thursday 1/28 at 7:00 pm in Carver 205. Food will not be provided so plan accordingly. We will discuss plans for this semester, discuss sector leader positions and applications, and club fest. 

Masks are required, the room should be large enough for everyone to spread out as well. 

I'm looking forward to seeing everyone.

Best,

Weston Powers

February 9, 2021

Investment Group 2/11 Meeting

Hello everyone, 

We will be meeting in person this week at 7:00 pm in Carver 205. Analysts have been assigned to sectors. If you applied you should be hearing from your sector leader shortly to meet and assign stock coverage for the semester. This week we will focus on having the sectors update news on their holdings from the last couple of months. 

We still have some spots available if you haven't yet applied to be an analyst and would like to please talk to me or Nick after this week's meeting.

 

Thanks,

 

Weston Powers

February 17, 2021

Investment Group 2/18 Meeting

Hello Everyone,

We will be meeting tomorrow at 7:00 pm in Carver 205. The plan is to have sector updates for the first 30 minutes, we will probably only get through 1 or 2 sectors. After that Harler Gorter, the head of CFA programs for the Iowa CFA society will be joining virtually to talk about the CFA program.

While we will be meeting in person there will also be a WebEx for those who can't attend in person with the link below.

Also, we will be having Jimmy John's sandwiches for members who have paid dues.

Investment Group 2/18 Meeting
Hosted by Weston Powers

https://iastate.webex.com/iastate/j.php?MTID=m98738f06f30515e0401e0562cf087483
Thursday, Feb 18, 2021 7:00 pm | 1 hour | (UTC-06:00) Central Time (US & Canada)
Meeting number: 120 139 5529
Password: ByDsBJcP748

Join by video system
Dial 1201395529@iastate.webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone
+1-312-535-8110 United States Toll (Chicago)
Access code: 120 139 5529

February 19, 2021

Investment Group Careers on Wall Street Panel hosted by Wall Street Club

Hello everyone,

The Careers on Wall Street Panel is an event hosted by the Wall Street Club on February 22nd at 6:30 pm. I'm sending out the link to RSVP for those interested. The panelists are all ISU alumni, Greg Hunt Vice President at Barclays, Greg Urban Managing Director at Stifel, Andrew Franck Analyst at Brown Advisory, and David Omestad Associate at Top Tier Capital.

https://forms.gle/NZZedeoWkGqs7gGv5


February 24, 2021

Investment Group 2/25 Meeting

Hello everyone, 

We will be meeting in person at 7:00 pm in Carver 205 on 2/25. Consumer and technology sectors will be presenting updates for their holdings. Hopefully, Jimmy Johns isn't behind on orders this week. I've also attached a WebEx link for those who are unable to attend in person.

Investment Group
Hosted by Weston Powers

https://iastate.webex.com/iastate/j.php?MTID=m09316720d4d9384bcac60cea388421e1
Thursday, Feb 25, 2021 7:00 pm | 1 hour | (UTC-06:00) Central Time (US & Canada)
Meeting number: 120 917 9152
Password: wYMT5E6xsp3

Join by video system
Dial 1209179152@iastate.webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone
+1-312-535-8110 United States Toll (Chicago)
Access code: 120 917 9152

March 3, 2021

Investment Group Meeting 3/4/2021

Hello everyone, we will be meeting in Carver 205 again on Thursday 3/4 at 7:00 pm. Energy/industrials and healthcare/financials will be having updates again. We are planning on having Jimmy Johns again as well. I've attached a WebEx link for those who can't attend in person.

Investment Group
Hosted by Weston Powers

https://iastate.webex.com/iastate/j.php?MTID=m5a903f8d8f09358a22d9c0f326a6225c
Thursday, Mar 4, 2021 7:00 pm | 1 hour | (UTC-06:00) Central Time (US & Canada)
Meeting number: 120 961 5372
Password: xbRmVJ2N7m9

Join by video system
Dial 1209615372@iastate.webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone
+1-312-535-8110 United States Toll (Chicago)
Access code: 120 961 5372

March 4, 2021

Investment Group Resources

Here are links to the three websites I talked about during investment group today. The link for Factiva worked during the meeting but afterward didn't seem to anymore. It may be because I wasn't on ISU wifi.

Mergent Online

https://go.openathens.net/redirector/iastate.edu?url=https://www.mergentonline.com%2F

IBISWorld

https://fed.ibisworld.com/sso/oathens?entityID=https:%2F%2Fidp.iastate.edu%2Fopenathens&target=http:%2F%2Fwww.ibisworld.com

Factiva

https://go.openathens.net/redirector/iastate.edu?url=https://global.factiva.com%2Fen%2Fsess%2Flogin.asp%3FXSID%3DS000WFp3GFqZWVkZHmnNdmnMpUrOT2sNTAn5DByWcNGOTNHYdNZUUFBQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUEA

March 11, 2021

Investment Group 3/11 Meeting

Hello everyone, we will be meeting tonight in Carver 205 at 7:00 pm as usual. Consumer and technology will be giving updates. After that Nick and Jack are gonna go through their CFA research challenge presentation to give an idea of what pitches will be like. Attached is a WebEx meeting for those who can't attend in person.

Investment Group
Hosted by Weston Powers

https://iastate.webex.com/iastate/j.php?MTID=mabab2c24934923b581aacb8c6093611a
Thursday, Mar 11, 2021 7:00 pm | 1 hour | (UTC-06:00) Central Time (US & Canada)
Meeting number: 120 358 8503
Password: ExVGmxYE538

Join by video system
Dial 1203588503@iastate.webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone
+1-312-535-8110 United States Toll (Chicago)
Access code: 120 358 8503

March 17, 2021

Investment Group 3/18 Meeting

Hello everyone, we will be meeting tomorrow 3/18 at 7:00 pm in Carver 205. Financials/healthcare and energy/industrials will be giving updates. After that Nick has arranged a guest speaker, Andy Flattery who is a financial advisor and will be talking more about investing as an individual. The WebEx link is attached for those who can't attend in person.

 

https://iastate.webex.com/meet/ngwood

March 24, 2021

Investment Group 3/25 Meeting Pitch

Hello everyone, we will be meeting on Thursday 3/25 at 7:00 pm in Carver 205. The technology sector will be pitching to sell RELX. This presentation, Q&A, and discussion will likely take up most of the meeting time. If there is time afterwards I'd like energy/industrials to give a sector update. For those who can't attend in person, I've attached a WebEx link.

Investment Group 3/25
Hosted by Weston Powers

https://iastate.webex.com/iastate/j.php?MTID=mbd6592e9e6da6cb77046f88b4174b0b9
Thursday, Mar 25, 2021 7:00 pm | 1 hour | (UTC-05:00) Central Time (US & Canada)
Meeting number: 120 206 8964
Password: iDrMpKpx252

Join by video system
Dial 1202068964@iastate.webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone
+1-312-535-8110 United States Toll (Chicago)
Access code: 120 206 8964

March 31, 2021

Investment Group 4/1 Meeting

Hello everyone, we will be meeting tomorrow 4/1 in Carver 205 at 7:00 pm as usual. The financials sector will be pitching to buy Lamar Advertising a REIT. We will also have a WebEx for those who can't attend in person. If there is any major news regarding your holdings in the other sectors there should be time at the end of the meeting to share those as well.

Investment Group
Hosted by Weston Powers

https://iastate.webex.com/iastate/j.php?MTID=macc97c81a324a7577f069e446baa1f57
Thursday, Apr 1, 2021 7:00 pm | 1 hour | (UTC-05:00) Central Time (US & Canada)
Meeting number: 120 319 7945
Password: S3msYxK8Sw2

Join by video system
Dial 1203197945@iastate.webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone
+1-312-535-8110 United States Toll (Chicago)
Access code: 120 319 7945

April 7, 2021

Investment Group 4/7

Hello everyone,

We will be meeting again on 4/7 in Carver 205. The industrials and energy sector will be pitching to buy Enbridge and Waste Management. We will also be having Jimmy Johns again. The WebEx link for those unable to attend in person is below.

Investment Group 4/8
Hosted by Weston Powers

https://iastate.webex.com/iastate/j.php?MTID=mc9f60de7cab0a9afa64c01f1629dfa79
Thursday, Apr 8, 2021 7:00 pm | 1 hour | (UTC-05:00) Central Time (US & Canada)
Meeting number: 120 631 0307
Password: umBAd3KQP48

Join by video system
Dial 1206310307@iastate.webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone
+1-312-535-8110 United States Toll (Chicago)
Access code: 120 631 0307

To provide an opportunity for students from all areas of the university to learn first-hand the investment process. Through the managing of a real portfolio, members will have an educational opportunity to explore the field of finance and investments. Members will have an opportunity to strengthen research, leadership, and public speaking skills through active participation in this student-run organization.

We meet Thursdays at 7:00 PM throughout the semester. For any questions please send an e-mail to Weston Powers at wdpowers@iastate.edu.