- 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.
Monday, September 15, 2008
Minutes 9/15
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