Investing 101
Mar
22
6:00pm 6:00pm

Investing 101

  • The University of Auckland Investment Club (map)
  • Google Calendar ICS

Our annual Investing 101 event is this Wednesday!

Join us for a discussion of basic investment principles and the fundamentals of value investing. No prior investing knowledge is required, as the event is designed for beginners. However, there will also be examples and case studies for members who already have some investing knowledge.

We are very fortunate for the event to be hosted by the incredibly knowledgeable Raymond Webb!

Raymond is an expatriate New Zealander who has lived and worked in the United States since 1997.

From 1999 to 2015, Raymond managed insurance company, pension plan and other portfolios at PICO Holdings, Inc., principally in U.S., Australasian and Swiss small-capitalization value stocks and bonds. 

In January 2016, Raymond launched his own company, Industrial Equity, LLC, which has begun to make value investments in under-appreciated U.S. stocks and bonds. 
Raymond is in his sixth year as a mentor in the Columbia Business School Value Investing MBA Mentoring Program. He has been a guest speaker in senior finance classes at New York University and the University of Auckland, and a guest speaker and occasional panelist or judge at student investment club events held at Yale University, Columbia, and Pomona College in the U.S., and Victoria University and Auckland in New Zealand.

At the end of the presentation Raymond will be available for a Q&A session, joined by Hamish Kumar (Investment Committee Chair), Foss Shanahan (Past Investment Committee Co-Chair) and Logan Van Rynbach (Bulletin Editor).
This will be followed by pizza and networking! 

This event is for members only - we will be taking sign ups on the night so arrive early if you intend on joining! Membership is $20 for the entire year.

We look forward to seeing you there!

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UAIC: The Next Step
Mar
16
6:00pm 6:00pm

UAIC: The Next Step

  • The University of Auckland Investment Club (map)
  • Google Calendar ICS

Our first event of the year draws parallels between the next step for UAIC and the next step for our members. 

The night will open with an overview of UAIC's plan for the year and disclose an exciting opportunity available for current members involving an all expenses paid trip to SYDNEY. 

We'll also be joined by members of the past & present UAIC executive, providing insight into their internship experiences with Goldman Sachs, Deutsche Bank, UBS, Milford Asset Management, and PwC. 
This will include tips for upcoming internship processes and a Q&A session at the end. 

FREE PIZZA & DRINKS will conclude the night, providing an opportunity to network with UAIC members and executive before our mid-year recruitment begins. 

This is an event NOT TO BE MISSED if you're interested in interning at some of the world's top firms, and would also like to know what UAIC's year encompasses.

18:00–21:00 - Thursday 16 March
Decima Glenn, OGGB

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UAIC: Investing 102
Oct
3
6:00pm 6:00pm

UAIC: Investing 102

Building on the success of last semester's Investing 101 event, UAIC brings you Investing 102!

Join us on Monday the 3rd of October for a deeper discussion of the fundamentals of value investing. No prior investing knowledge is required, as the event is designed to have something for both beginners and seasoned investors. 

We are very fortunate for the event to be hosted by the incredibly knowledgeable Raymond Webb (LLB, Diploma in Business (Finance), The University of Auckland).

Raymond is an expatriate New Zealander who has lived and worked in the United States since 1997.

Raymond started out in stockbroking as an operator ("trader") on the Sydney Stock Exchange trading floor, and went on to roles in Institutional Sales and Research in Australia and New Zealand, ultimately becoming Head of Research at ANZ Securities (NZ) Limited in 1996. As an analyst, he was best known for his coverage of Sir Ron Brierley's active value investment vehicle, Guinness Peat Group PLC, and for being forthright in his views at all times. In 1997, ANZ Securities transferred him to New York.

From 1999 to 2015, Raymond managed insurance company, pension plan and other portfolios at PICO Holdings, Inc., principally in U.S., Australasian and Swiss small-capitalization value stocks and bonds. 

In January 2016, Raymond launched his own company, Industrial Equity, LLC, which has begun to make value investments in under-appreciated U.S. stocks and bonds. Raymond is in his sixth year as a mentor in the Columbia Business School Value Investing MBA Mentoring Program. He has been a guest speaker in senior finance classes at New York University and the University of Auckland, and a guest speaker and occasional panelist or judge at student investment club events held at Yale University, Columbia, and Pomona College in the U.S., and Victoria University and Auckland in New Zealand.

At the end of the presentation Raymond will be joined by Tim, Foss, and Hamish, the former and current chairmen of UAIC's Investment Committee, for a Q&A session, followed by pizza and networking!

This event is for members only - we will be taking sign ups on the night so arrive early if you intend on joining! Membership is $20 for the entire year.

We look forward to seeing you there!

For more information visit our Facebook page.

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2016 Macquarie Capital Pitch Book Competition
Aug
17
to Sep 8

2016 Macquarie Capital Pitch Book Competition

The 2016 Macquarie Capital pitch book competition is now open to eligible UAIC members (including new members who can join UAIC for the purpose of the competition).  The competition is a great way to showcase your business/transaction knowledge and develop your business communication skills.  Enter now in a team of two for the opportunity to network with Macquarie Capital’s executive team in Auckland and win a share of NZ$3,000 cash. 

Entries close Thursday 8 September 2016 (4:00pm NZ time). 

To join UAIC, please sign up at www.investmentclub.co.nz. UAIC is introducing a discounted membership fee of $10 for new members who join UAIC for the purpose of the competition.

Please note that individual entrants may express interest in the competition and can be introduced by UAIC to any other individual entrants who may require a partner to compete.  

Click here for eligibility criteria and information on how to enter.

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UAIC: Brexit - Now The Dust Has Settled
Aug
16
6:30pm 6:30pm

UAIC: Brexit - Now The Dust Has Settled

We are thrilled to announce that Prasanna Gai, Mike Frith and Christina Leung will be joining us on August 16th in Engineering 423-340 to form a panel discussion on Brexit. There will be PIZZA, DRINKS and NETWORKING - an event not to be missed!

Now the dust has settled, the panel of experts will cut through the controversy and hyperbolic rhetoric. Through a balanced discussion, our guests will provide clear insight into what Britain’s decision to leave the EU means for New Zealand, financial markets and the global economy. 

Speaker profiles:

Prasanna Gai is Professor of Macroeconomics at the University of Auckland. His academic credentials are of the highest order. He was recently elected a Visiting Fellow of All Souls College, University of Oxford and before that was special adviser to the Bank of Canada. His areas of expertise centre on Financial Crises and Systemic Risk, and we are very lucky to hear from someone with such a wealth of knowledge.

Mike Frith is the head of the NZ Superfund’s economic unit. Mike’s role is to provide the macroeconomic advice that underpins investment analysis and broader investment decisions. Mike joined NZ Superfund following a lengthy tenure at Reserve Bank, where he managed the bank’s Auckland office. Expect Mike to provide valuable insight into whether the events of Brexit should impact what people should invest in. 

Christina Leung is a Senior Economist at the New Zealand Institute of Economic Research. Christina has worked at the Reserve Bank and ASB Bank, and we are very fortunate to be benefitting from her extensive experience analysing the New Zealand economy.

There will be something for everyone at this event, and it promises to make you question what you thought you knew about Brexit.

We'll be taking sign ups on the night if you aren't a member of UAIC yet. Membership is $20 for the year; so come early if you need to sign up. We look forward to seeing you all there!

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 UAIC: Stock Pitch Competition
Apr
22
1:00am 1:00am

UAIC: Stock Pitch Competition

We are excited to announce that our annual Stock Pitch Competition is back again. Teams will analyse a stock for 7 days and then present a buy/hold/sell pitch to a panel of judges on Thursday April 21st. PRIZE of $500 TO BE WON. 

Whether you're a Stock Pitch veteran or it's your first time, there'll be something to gain for everyone. 

Registrations are now OPEN and must be in by WEDNESDAY APRIL 13th at 5pm. All University of Auckland students who are paid members of UAIC are encouraged to compete. You can register as a team or as an individual and be placed into a team.

The finer details of the competition are below -- 

Click the link below to register as a TEAM:
http://investmentclub.co.nz/spcteam

Click the link below to register as an INDIVIDUAL:
http://investmentclub.co.nz/spcindividual


1) What is it? The competition consists of two stages - a preliminary round and a finals round. Working in teams of four, we will send you a case and your team will have five days to prepare a 10 minute analysis of the provided company to a panel of industry judges. We are currently finalising the list of judges, with industry leaders set to feature. 

2) Keen? For those interested , the SPC provides a key platform for recruitment into the UAIC Investment Committee. 

3) Worried? Don't know anything about stocks? We encourage everyone to attend the SPC tutorial which is combined with the Investing 101 event on Monday April 11th at 6pm. The Chairman of the Investment Committee and his Senior Analysts will discuss what elements should feature in your qualitative and quantitative analysis. This is a competition for all levels of experience and skill; provide a coherent, well-organised and interesting pitch and you could take out the prize. 

3) What's in it for me? Top three teams from the preliminary round will compete in the finals round for the first prize of $500. Prizegiving is also opened to all with FREE BEERS, WINES and TOTO'S PIZZA. 

4) When? Both Preliminary Round and Final Round on Thursday April 21st 9am - 8pm. 

5) How much? $10 sign up fee, except for the first 15 teams, who will get free entry. The entry fee will be collected in cash on the day. 

Click on the link below for the SPC Tutorial:
https://www.facebook.com/events/1306647402697991/

Goodluck - you gotta be in it to win it!

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UAIC: Investing 101 + SPC Tutorial
Apr
11
6:00pm 6:00pm

UAIC: Investing 101 + SPC Tutorial

Next week we have our annual Investing 101 event!

Join us on Monday April 11th to hear the chairmen of the Investment Committee, Tim and Foss, discuss the basics of investing, different types of investor profiles and the fundamentals of value investing. They will also be talking about the fund that we run and they manage. 

The seminar will finish with a Q&A session to be followed by pizza! 
The Exec and Investment Committee will be there so if you are interested in getting involved, make you sure you come and have a chat. 

We are also very excited to announce the Semester 1 Stock Pitch Competition: See the event here: https://www.facebook.com/events/1589601181357862/

We are taking this opportunity to incorporate the Stock Pitch Competition Tutorial into the Investing 101 seminar. For those who are interested, after pizza, we will be running a tutorial summarising the type of presentation that the judges will be looking for in the competition. 

This is a members only event, but we will be set up outside the Decima Glenn room from 5.30pm so you will be able to sign up to the club if you are not yet a member. 

We look forward to seeing you there!!

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UAIC: Open Outcry 2016
Mar
24
11:00am11:00am

UAIC: Open Outcry 2016

We have an action packed night planned for you on Wednesday 23rd March!

At 6pm it's your turn to steal the limelight in Open Outcry! 

Open Outcry harks back to a time where buy and sell orders were made in the chaos of the trading pit. Working in pairs, one of you will be tracking the market and making the calls whilst the other will be in the ‘pit’ negotiating the transactions. 

NO EXPERIENCE REQUIRED. $100 PRIZE. WINNER TAKES ALL

Just bring a buddy or be paired up on the night. Bring a calculator and a pen if you mean business!

This is a members only event. Sign ups will be taken at the door, membership is $20 for the year. Come along from 5.45pm onwards and the event will begin at 6pm. There will be pizza afterwards!

For more information or any questions, please email info@uaic.co.nz

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UAIC: Paul Chrystall
Oct
16
11:00am11:00am

UAIC: Paul Chrystall

THURSDAY, 15 OCTOBER 2015 at 6:00PM, OGGB Case Room 3

UAIC invites you to attend a guest speaker evening with Paul Chrystall on Thursday 15th October, the FINAL club event of the year! 

Join us for PIZZA, DRINKS and networking afterwards to celebrate the end of the year.

Paul is Managing Director of Maui Capital and Chairman of the Investment Committees of the Maui Capital Indigo Fund and Maui Capital Aqua Fund.

Prior to establishing Maui in 2008, he was Head of Private Equity at Goldman Sachs JBWere (NZ), where he established and had overall management responsibility for that firm’s private equity activities, including as Principal Executive Director of the Hauraki No.1 and No.2 Funds.

He will discuss his career history and roles he has held. He will also coverkey successes, failures and turning points along the way and key pointers for success. 

This is incredibly relevant to the UAIC, as Paul holds a prominent role in the private equity sector in Auckland, and will be a talk not to miss.

We will be holding a networking session after the guest speaker talk, accompanied by pizza, beers and wine. 

We look forward to seeing you there!

UAIC Exec

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UAIC: Catherine Savage and Guest Speaker Panel
Oct
9
12:00pm12:00pm

UAIC: Catherine Savage and Guest Speaker Panel

THURSDAY, 8 OCTOBER 2015, at 7:00pm, OGGB Case Room 4

ALL UAIC members are invited to celebrate the end of a good year with the Investment Club with free TOTO'S PIZZA, BEER and WINE accompanied with what will be an interesting and informative panel discussion from the very successful Catherine Savage and more. 

Catherine currently holds titles such as, MD for CMS Capital ltd, Deputy Chairwoman of the Guardians of the New Zealand Superannuation and Independent Director at Kiwibank Limited. 

Accompanying Catherine we will have:

  • David Iverson - Head of asset allocation at NZ Superfund
  • Karen Silk - Head of Institutional Banking at Westpac
  • Cathy Quinn - Chair at Minter Ellison

Come listen to these amazing speakers discuss their career history. They will cover key successes, failures and turning points along the way. Keep your ears peeled for key pointers to success. 

We will be holding a networking session after the guest speaker talk, accompanied by Toto’s pizza, beers and wine. This is an event not to miss!

We look forward to seeing you there!

UAIC Exec

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Women in Finance Graduate Evening
Sep
25
10:00am10:00am

Women in Finance Graduate Evening

Thursday 24th September 6pm, OGGB, Case Room 260-223

UAIC is excited to present our first event in the Women in Finance series!

Have you considered a career in the finance industry? Or do you even just enjoy hearing successful women speak about their experiences? Then this event is a must on your uni calendar!

You will receive a presentation and a networking opportunity from three recent graduates from Goldman Sachs, NZ Superfund and Macquarie. They will be providing an insight into the finance industry at a graduate level and will be focusing on how women can make themselves stand out from the crowd.

So come along, eat our Petal cupcakes, drink our rosé and listen and talk to these accomplished women!

Please note: The first two events will be restricted to girls only, however, the third and final event will be open to the entire club. This series is free of charge for existing members but we do encourage anyone who is not yet a member to join for a fee of $15 (a discounted figure which will also include a 2016 membership). Remember this is well worth your money, with food at each event and even goodie bags to take home!!

Register here

We look forward to seeing you there!

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