Wednesday, August 26, 2009

Welcome Back UB Finance Society

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A warm welcome to all continuing and new UB Finance Society members and officers! This blogger serves as an interactive tool for you to learn about the discussions in executive board meetings, event planning, upcoming events and for posting your suggestions/comments. In our continuous effort to improve our communication and outreach to members, we will soon be having our own UB Finance Society facebook page!

Your inputs are highly valuable to us. At this point, we take the opportunity to guide you through the past events and those you may look forward to in the coming semesters:

Spring 2009 Events

1) World Bank Trip (Feb 17, 2009)
2) Federal Reserve Bank Speaker Event (Apr 28, 2009)
3) Federal Reserve Bank Trip (May 28, 2009)

Fall 2009 (Upcoming) Events

1) UB Finance Society Open House (Sep 1-2, 2009)
2) Opportunity Finance Network (OFN) Speaker Event (Sep 14, 2009)
3) UB Finance Society Election Meeting (Sep 22, 2009)
4) FDIC Speaker Event (Oct 13, 2009; tentative)
5) Etiquette Dinner Party (Nov 20, 2009)

Spring 2010 (Upcoming) Events

1) An Evening with the Founder of Bengur Bryan & Co., Inc. (Feb 15, 2009)

Important Announcements

1) Officer Recruitment:

The UB Finance Society is recruiting officers for the following positions
  • President
  • Vice Presidents (grad & undergrad)
  • Public Relations Chair (can be filled immediately)
  • Marketing & Communications Chair
  • Events & Program Chair
  • Database & Information Systems Chair (can be filled immediately)

Position descriptions are available on the website at http://www.ubalt.edu/financesociety under the "About Us" section. Any member demonstrating adequate skills and knowledge of the UB Finance Society is eligible to run for office. Candidates of these positions must be nominated by active officers and/or current active members. Election meeting will be held on Tuesday, September 22, 2009 from 04:30pm - 05:30pm (Location TBD).

If you are interested in any of these positions, please email us your biography at financesociety@ubalt.edu including position of interest and expected graduation date.

2) UB (Campus) Finance Representative Opportunity

The field marketing specialist for Becker Professional Review (Becker CPA Review and the Stalla Review for the CFA Exams) is looking for a UB Campus Rep for Finance. The position lasts for two semesters and the Rep will receive a scholarship for the CFA Review Course. If you are interested and/or have any questions, please email us at financesociety@ubalt.edu

Sincerely,
The UB Finance Society Executive Board
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Tuesday, March 31, 2009

Welcome Members!

Hello there!

Welcome to our Blogger! The Executive Board is trying a new concept this semester. Most of our communications and updates will go through Blogger from this point on so that members will be able to stay updated . This will eliminate the redundant emails and hopefully improve our communication and outreach to members. We do admit that this spring semester has been a little slow(we apologize for this), but we promise that it is worth the wait! We have a couple events planned for this semester and many great events for the fall!

We thank you for your patience and look forward to seeing you at our future events!

As always, feel free to contact us if you have any questions
financesociety@ubalt.edu

or even better... leave a comment!

Wednesday, March 25, 2009

Updates on Events

1) World Bank Trip
Friday, April 17, 2009 10.00am-1.00pm
As of today, only 11 spots left!

2) Fed Reserve Speaker Event:
Tuesday, April 28, 2009 04.00 - 05.30pm
To RSVP, click Here

3) Fed Reserve Bank Trip:
Tuesday, May 28, 2009 9.30AM
To RSVP, click Here

4) Opportunity Finance Network Speaker Event:
Monday, September 14, 2009 04.00 - 05.30pm BC 223
To RSVP, click Here

5) TRF Speaker Event on Risk-Return Decisions
Tentative: Spring 2010

6) CFO of 1st Mariner Speaker Event
Tentative: Fall 2009

7) Golf Outing/Tournament
Tentative: Summer 2010

8) Additional ideas for speaker events at the exec meeting
· Market analyst from Ferris, Baker, Watts, Inc. (now acquired by RBC Wealth Mgmt)
· M&A advisor from Bengur Bryan & Co.

Monday, March 23, 2009

Exec Conference Call

Hello exec team! Here's to an attempt to eliminate the massive emails (sorry), to improve our communication and to record our ideas/plans as we go along. So as you may know, we had a conference call last night (Sunday). Below are the notes.. everything is pretty self-explanatory but if there are any questions, please feel free to email me.

Conference Call
Sunday, March 22, 2009
8:00-9:00PM

World Bank and IMF Trip
Date: Friday, April 17, 2009 10:00AM – 11:30AM
Up to 25 students
Updates: the date was originally for Tuesday, April 14, 2009 but the rep suggested that we combine with another group (UPenn), plus it works out better with our school schedules.

Group rates for the MARC are available for 10+ passengers.
MARC Schedule: 7:40AM, 8:10AM

  • We have three weeks to promote. [Need to start promoting this week]
    Bulletin
    Blast email
    Post on website
    Poster (flyers)

Delegate duties to who contacts who:
Eric Willet:
CFO of 1st Mariner Bank
Hetal Desai: Federal Reserve Bank in Baltimore; Dumont Owen regarding Morgan Stanley recruiter contact information (Analyst Panel Presentation)
Morgan Stanley: going to surrounding schools incl. Towson, Loyola, UMBC, etc.
Christina Lee: Wall Street Prep, World Bank, COO of MTB Group of Funds
Evan Sterling:

Potential events and tentative dates
Fed Reserve speaker/visit
- Speaker event: early April
- Field Trip: early summer
Michael Daniels, COO of MTB Group of Funds
- Date undetermined until further notice
World Bank
- Friday, April 19, 2009
CFO of 1st Mariner
- Available on Thursdays; maybe April 23 or 30th?
Wall Street Prep
- Next semester, early October

Ideas for future events
Panel discussion [alumni and/or professors] on job outlook for finance students and the outlook for financial field
- Alumni from different sectors
- Or, maybe a follow-up from the panel discussion last semester

Someone from HR or Career Center could discuss how to be marketable to employers, interviewing tips, how to set yourself apart from other graduates at a time of economic downturn

Meet the Firm” Night (fundraiser)
5-10 firms set up booth and donate $30-40
Each will have opportunity to speak to students; networking
Give 6 months notice to firms
CIO Deutsche Bank
Haven’t heard response (Andre) yet but expecting to go visit; probably next semester

Possible Fundraising Events
Etiquette Dinner
$20-30/person
Get sponsorship from companies
Open to all majors
Needs extensive planning

Golf Outing
Sign up fees (different tiers for students, alumni/faculty & professionals)
Luncheon/reception
Sponsorships [gifts/reception]
Booklets—selling ads

Set dates for executive meetings
Biweekly: with alternating times
Or..... conference calls. We used http://www.freeconference.com/ yesterday. There’s up to 3 hours of talk time per session.