Monday, September 15, 2008

Minutes 9/15

  • Current Events: We discussed Lehman Brothers’ Chapter 11 bankruptcy filing, Merrill Lynch bought by Bank of America, one of the worst financial days in history
  • How does this affect our strategy? Consumers get hit before financials, so they could experience the rebound first? Has this already begun?
  • Which financials would be worth buying? Smaller M&A firms? Independent Brokers? International M&A?
  • Solar stocks: trading at lows, alternative energy an interest of the group, subsidies about to expire and will they be renewed?
  • Books: some are available at the library, cdo, we can use our budget to buy more
  • An update on speakers, including asking Professors to talk about their expertise and how it related to the market, possibly sponsoring a panel on energy and the economy, with Professors Paul Ruud and Challey?
  • We discussed getting in touch with someone on the Endowment committee
  • Group Portfolio: Wait until next week to discuss the framework (mix and max investment, structure, etc)
  • Resume/cover letter review next week for underclassmen, so come prepared!
  • The exec board has been updating the constitution in preparation for elections, so this will be addressed by the end of the month as well.
See you all next week at 8, New England 107.

No comments: