October 23, 3007: General Meeting
Upcoming Events:
1) STRETCHING DOLLARS into BIG SAVINGS
Learn practical ways to make ends meet now and save for the future -
Tuesday, October 30, 2007
7:00 PM, Dalton 25
Guest Presenter from Philadalphia Saves www.phillysaves.org
Sponsored by Personal Finance Planning (PFP) and Owl Investment Group (OIG).
??s: bmc.personalfinance@gmail.com
2) Chat with an alumna in Investment Management
Laurie Russman (BMC '79) is a Senior Vice President of Institutional Sales & Relationship Management at ING Investment Management. She was the executive director of Owl Investment Group (OIG) from 1978-1979. She received her MBA at Harvard Business School in 1983. Laurie will be talking about her experience in Investment Management industry, what it is like working in the industry as a woman, attending business school, CFA, and many more!
This will be a very informative session!!!
Thurs, November 1, 2007
7:30 PM, Dalton 25
Sponsored by Owl Investment Group (OIG).
Minutes:
* Overview of the financial market since last week (by Leslie).
Introduced ETFs (www.ishare.com) and will follow up in a few weeks to discuss specifics.
* Financial Services:
- have not been doing well, especially since credit crisis
- concerns over the role of the Fed and consequences of interest rate cut by 50-basis point
- expectations
- keeping all current financial services stocks
* Transportation:
- airlines companies have been fluctuated with unstable oil prices
- recommendation for next week: airplane manufactures (for example, Boeing), oil companies
- keeping all current transportation stocks
* Tech:
- have been performing well last few weeks (another tech boom?)
- best performer: Apple
- recommendation for next week: AT&T
- keeping all current tech stocks
Next Week's Meeting: