Owl Investment Group
Fall 2011 trip to New York City
Fall 2010 trip to New York City
November 5, 2010. Left to right: Jennifer Jiang 13', Sasha Berenznak 11', Rachael Li 14', Yufan Wang 11', Meldon Dorcas Jones 11', Tong Wu 12', Ying Pan 13', Daisy Sheng 14', Yiran Zhang 14', Xinbei Guan 14', Shuning Yan 13'.
Spring 2010 trip to Philadelphia
Attendees from left to right are Jackie Marano, Alyssa Martin, Lingyi Sun, Tong Wu, Esther Chen, Chenchen Peng, Lilly Amirhekmat, Sasha Bereznak and Yufan Wang
March 26th, 2010 marked OIG’s Spring 2010 Semester Field Trip. OIG members had a wonderfully busy and informative day of visiting with several Bryn Mawr alumnae, who currently work at some of Philadelphia’s most prominent companies. It was quite inspiring to hear these women offer their perspectives on “Life-post-BMC”, as well as discuss the invaluable experience they had while at Bryn Mawr, and how their college experience truly paved their path to success.
Fall 2009 trip to New York City
November 6, 2009 NYC Trip Attendees: Sophia Abboud ‘12, Lilly Amirhekmat ‘11, Sasha Bereznak ‘11, Laura Costanzo ‘10, Meldon Dorcas Jones ‘10, Lillian Forde ‘11, Susan Gao ‘13, Winnie Hien ‘12, Wanda Lee ‘12, Huipi Li ‘13, Jackie Marano ‘10, Sara Marcus ‘10, Ingrid Nieters ‘10, Akua Nyame-Mensah ‘10, Evelyn Pan ‘13, Ning Pei ‘13, Chenchen Peng ‘12, Allaina Propst ‘12, Nathalie Schallock ‘10, Katie Scire ‘12, Jill Settlemyer ‘10, Jessica Shu ‘11, Yufan Wang ‘ 11, Tong Wu ‘12, Ruilin Xu ‘11
News
Fall 2011 Schedule
9.14--Introduction to OIG and plans for the semester
9.21--Basic Concepts of the Market, presentation by Board members
9.28--Tutorial on careers in Finance, presentation by Board members
10.5--Review portfolio, presentation on defense stock, REIT
10.19--Club donation, Publicity Chair Wendy Huang (shuang01@brynmawr.edu) has details on the final donation
10.26--Review portfolio and presentation
Monday, February 21, 2010
BMC Treasurer and CFO John Griffith will join the OIG meeting to discuss the College's endowment. Join us!
Monday, January 31, 2010
Today we sold our 210 shares of Eagle Rock Energy Partners LP (EROC) with a stellar 94% profit after holding the stock for a whole year. Yufan executed the sale in front us on the computer screen in Taylor F. It was gratifying to take this step forward and cash in some fruits of our labor. All of our members present consented to this sale. EROC is a domestically focused energy company in the business of natural gas. It has been making negative earnings for two years except for two quarters last year. We had looked at this stock before winter but decided to postpone the sale because natural gas prices generally rise during winter.
SPECIAL EVENT
OIG Fall 2010 Trip to NYC
Friday, November 5, 2010
OIG and Treasurer John Griffith traveled to NYC to visit Morgan Stanley and J.W. Bristol. Report and picture coming soon!
Wednesday, November 3, 2010
There was certainly a lot of information today. Ruilin introduced 2 buzz words: Sharpe Ratio and LTM. Both are very useful tools to analyze stocks and portfolio performance. Then we reviewed our portfolio. Yufan sold China Education Alliance (CEU) in front of all of us. We are glad that today it made a 7% growth, that’s more than $100 recouped.Then everyone got a piece of newspaper cut from the Wall Street Journal. We shouted out the words that we didn’t understand. For the detailed list and explanations of the terminologies that we discussed, please check out OIG’s blog. (http://bmcoig.blogs.brynmawr.edu)
Wednesday, October 27, 2010
Thanks to all of you who presented at OIG’s annual Club donation this week! Because our funding is limited, we could only grant our donations to those that we think are in most need of our support. If you didn’t get funding this time, please don’t be discouraged. There will be another opportunity in the spring. Here is a list of the clubs that we chose to fund this semester: Ping Pong Club ($400), Seven Sisters in China ($600), Bi-co Finance ($250) and MY Lab ($500).If you have any questions, please contact Sophia Abboud.(sabboud@brynmawr.edu)
Wednesday, October 20, 2010
We made a big decision this week. Recommended by our Portfolio Manager last semester, Chinese Education Alliance (NYSE:CEU) has been in our portfolio for more than half a year. After a presentation by Lingyi about the scattered background of this company, we decided to sell it immediately. Sasha officially proposed to create a prospectus for our future investments. New cash from CEU will contribute to our future investments and club donations. OIG’s New York trip is soon to arrive. We will be heading northward on November 5.
Wednesday, October 6, 2010
We had a brief review of stock and investment basics. Some of the major points covered: what is a stock, equity financing, common stock and preferred stock, determinants of stock prices, reading stock ticker, market and industry and useful tools in stock analysis and stock concepts. We also reviewed the performance of EROC and decided to stick to it until after January to see how it goes.
Wednesday, September 29, 2010
This week, OIG debated Google v. Whole Foods, the two stocks picked by our two raffle winners last week. After heated debate and pros and cons, we decided to buy 50 shares of Whole Foods. Most of us value this stock because it has high potentials of growth and can bring diversification to our portfolio. In November, OIG will run a trip to New York to visit Morgan Stanley and J.W. Bristol. Please look out for our emails.
Wednesday, September 22, 2010
OIG had its meeting after Fall Frolic at Taylor Hall. We talked briefly about how OIG started and what we have been doing since 1976 when the club was started. This year’s board members include Sasha Bereznak (President, 11’), Yufan Wang (Portfolio Manager 11’), Ruilin Xu (Treasurer 11’), Sophia Abboud (Publicity Chair 12’) and Lingyi Sun (Secretary 12’). We hope that you continue to join us and start a great semester!
SPECIAL EVENT
Susan Boedy, Principal of Knightsbridge Advisers, LLC in Cambridge MA
Friday, September 17, 2010
Susan spoke on women in finance, careers in finance, private equity investing and fund to funds management.
Wednesday, September 15, 2010
Annual Summer Panel
OIG hosted its first meeting of the semester as well as its annual summer panel event. Lilly Amirhekmat (11’, Goldman Sachs), Tong Wu (12’, Abacus), April Stewart (11’, CIT) and Stephanie Ezeoba (11’, BNY Mellon) shared with the audience their internship experience in finance this summer. They each answered questions such as how they found the internships, and what they’ve learned from the process.