University of Auckland Investment Club

We are excited to announce that UAIC's 2024 Annual General Meeting will be held on Tuesday 24th September! Our AGM provides a recap of the year to our members and gives you a chance to have your say on what UAIC will look like in 2025! This will be held at 6pm in OGGB Case Room 2 (260-057). Key activities for the night include: • Co-Presidents' review for the year • Treasurer's financial report for 2024 • Election of the 2025 UAIC Co-Presidents Food will be provided and each Club member will receive one vote. We can't wait to see you there!

Kia Ora! 👋 Issue No. 69 of our investment bulletin is fresh off the press! 📰✨ Head to www.uaic.co.nz/bulletin to read this week’s thought-provoking pieces, written by our talented student writers: 🏗️ Opinions: House of Cards: The history of Fletcher Building 💡 Opinions: Keeping the lights on in South Africa 🎬 Opinions: Watched, liked and rated: Kiwi film social making it on the Big Screen 📉 Forsyth Barr FOCUS: Interest rate cuts rolling in Enjoy the issue and have a lovely week! 💙

We’re thrilled to announce our UAIC x UBS Excel Skills & Fundamentals Workshop! Whether you’re new to Excel or an avid modeller, this is the opportunity for you to learn the fundamentals of Excel in a financial context! We’ll cover essential Excel skills for a successful finance career, including shortcuts, formulas, and a walkthrough of a 3-statement financial model.  The event will be led by Vignesh Nair, an Equity Research Analyst at UBS. Date: Tuesday 17th of September Location: Computer Lab 4 (260-014) Please note, registration is on a first-come, first-serve basis and is open to everyone (no experience necessary). We look forward to seeing you there! Spots are limited, so get in quick! https://lnkd.in/gCj33Fbh

Kia Ora! Issue No. 68 of our investment bulletin is fresh off the press! Head to www.uaic.co.nz/bulletin to read this week’s thought-provoking pieces, written by our talented student writers: • Opinions: Judgement Day • Opinions: NZ ventures into an era of gene technology • Conversations with UAIC Alumni: Sam Simpson • Forsyth Barr FOCUS: The Wisdom of Charlie Munger Enjoy the issue and have a lovely week!

In collaboration with Forsyth Barr NZ, UAIC is thrilled to present an educational event about equity research taking place on Tuesday the 10th of September from 6PM to 8PM in 260-055. Get a glimpse below of the topics: • Basics of equity markets and equity research • Analysis of global macroeconomic trends • Steps that should be taken when approaching equity research & valuation • A case study/walkthrough of a research report • A Forsyth Barr expert will be presenting, followed by interactive Q&A sessions. No prior financial knowledge is needed to attend and we highly encourage students from all degree backgrounds to come learn! Register your interest below and watch this space for more details! https://lnkd.in/gJq5wk5w

Kia Ora! Issue No. 67 of our investment bulletin is fresh off the press! Head to www.uaic.co.nz/bulletin to read this week’s thought-provoking pieces, written by our talented student writers: • Opinions: Prime: A Billion Dollar Scam or Marketing Master Class? • Opinions: Small Business, Big Impact: Improving the productivity of New Zealand SMEs • Conversations with UAIC Alumni: Logan Rainey • Forsyth Barr FOCUS: Tlwai Point: 20 More Years Enjoy the issue and have a lovely week!

Are you interested in a career in private equity? Do you want to learn more about how private equity firms create returns and invest in businesses? The Allegro Funds National Private Equity Case Competition is the perfect opportunity for you! Students form groups of 3-4 to pitch a recommendation to an investment committee about a potential buyout. Students from all degrees and majors are encouraged to participate. Please note that each team requires at least 1 female competitor, and a maximum of 2 final-year students. Prizes include a cash prize of $2,000 for the winning team and impressive competitors will be invited to interview for an internship at Allegro Funds. The best pre-penultimate team will receive a coffee chat with an Allegro Funds Deal team member. The final round will take place at Allegro’s Sydney offices, where you’ll present to a panel of Allegro deal team members. Registrations close on Sunday 15th September at 6:00PM. Prizes: 1st Place: $2,000 Impressive competitors: Invited to interview for an internship at Allegro Funds Best pre-penultimate team: Receive a coffee chat with an Allegro Funds Deal team member KEY DATES: • Registrations open: Friday, 16 August • Allegro Funds online national case workshop: Thursday, 12 September [Tentative] • Registrations close: Sunday, 15 September at 6:00pm • Case released: Monday, 16 September • Heats submissions due: Monday, 23 September at 12:00pm • Heats team announced: Tuesday, 24 September • Heats (Online): Wednesday, 25 September & Thursday, 26 September • Final round team announcement: Friday, 27 September • Final round submissions due: Tuesday, 1 October • Final round presentation: Wednesday, 2 October Sign up here: https://lnkd.in/gjR8eUdM If you have any questions, please email UAIC Competitions or FMAA UNSW Competitions.

Kia Ora! Issue No. 66 of our investment bulletin is fresh off the press! Head to www.uaic.co.nz/bulletin to read this week's thought-provoking pieces, written by our talented student writers: • Opinions: A Slice of Home: Housies’ Revolutionary Take on Real Estate • Opinions: Disaster Capitalism • Opinions: Kernel’s Innovations: The Future of Biotechnology? • Forsyth Barr FOCUS: TUS Election 2024: Stars, Stripes and Stocks Enjoy the issue and have a lovely week!

Following on from Investing 101, UAIC is so excited to bring you our annual Investing 102 event with Raymond Webb! Come along to the level 1 foyer of OGGB (260-101 - foyer) on Thursday 15th August at 6pm to expand your financial knowledge and gain an in-depth overview of value investing from Raymond Webb. The event has been designed for beginners, so no previous investing knowledge is required! However, there will be examples and case studies provided for members who already have some investing knowledge. There will also be new, practical questions relevant to the 2024 markets covered, such as how to manage stocks that have risen significantly. Additionally, this session aims to give graduating students a clear plan for setting up their finances as they start full-time work. Don’t miss this opportunity to gain valuable insights and practical strategies for your financial future. You will also be able to ask questions on the night through slido or by putting a hand up, but for a more detailed answer, please pre-submit. Questions will be answered on the night or in a follow-up email. Remember, the only silly question is the one you didn’t ask! Sign up here: https://lnkd.in/gU3Rm994 We can’t wait to see you all there!

Kia Ora! Issue No. 65 of our investment bulletin is fresh off the press! Head to www.uaic.co.nz/bulletin to read this week’s thought-provoking pieces, written by our talented student writers: • Opinions: The ASB Classic’s Backhanded Approach to Equality • Opinions: IT Outage reveals global vulnerability • Opinions: The AI revolution in art and media: What does it mean for copyright law • Conversations with UAIC Alumni: Shyam Prasad-Jones • Forsyth Barr FOCUS: The End of High Cash Rates is Nigh Enjoy the issue and have a lovely week!