Nineth Annual Investment Research Competition New York Society of Security Analysts

Research Helps!	NYSSA Research Report Writing Seminar: The seminar will be held on Monday, October 25th, from 6:00 to 8:00pm in the 12th Floor Lounge of the Lowenstein Building on the Lincoln Center Campus. Fordham students are invited to attend free of charge both if you are and if you are not participating in the Investment Research Challenge. Pizza and sodas will be available at 5:30pm. NYSSA requests that all students RSVP by October 20th if they are planning to attend the seminar to be held at Fordham next Monday, October 25th. If you left click this link with your mouse, your browser will take you to the NYSSA Web Page where you can RSVP.
General Overview	The investment research competition sponsored by the New York Society of Security Analysts is divided into two phases. The first phase involves participation in three seminars which will address the preparation of an Initiating Coverage, 'Sell Side of the Street', investment research report. Following the seminars, students will be invited to formally apply for the investment research team consisting of five Fordham students which will represent Fordham University in the second phase of the competition. The second phase of the competition begins on Friday, October 22nd and is a research report writing/defending contest involving investment research teams from sixteen New York area universities: Fordham, New York University, Columbia, Rutgers, Seton Hall, Pace, Baruch, St. John's, Yale, ... Power Point Slides having overview of the competition Participants in the 2009-2010 CFA Global Investment Research Competition
The members of the Fordham Team in this year's NYSSA IRC	Ashish Deccannawar Sabrina Korber Adam Kostrinsky Jay Lugosch Royal Weaver Ying Guo - First Alternate John Sciarra - Second Alternate
Inter-University Competition Participation Rules	Students may not have been or currently be employed in a role whose primary duty involves fundamental company analysis; with the exception of students who have been interning in that function for six months or less. Students must be enrolled in the current term at the school they represent for the length of the Challange. CFA Charterholders are not elgible to participate. Teams may consist of 3-5 members, and may include graduate and/or undergraduate students. Students must disclose any ownership position in the securities of the subject company. Students must confirm that their participation in the Challenge does not represent a conflict of interest.
Within-Fordham Phase	Here at Fordham there will be three seminars led by practitioner investment analysts (see details below). The first seminar will address the Valuation Section of the Investment Research Report that will be prepared in the Inter-University Competition. The second seminar will address the Financial Analysis Section of the report. And the third seminar will address the Investment Thesis, the Competitive Advantage, and the Investment Risks Sections of the report. During the second week of October, interviews will be scheduled and five team members will be selected along with two alternates which will represent Fordham in the inter-university competition.
Valuation Section Seminar	Date: Tuesday, September 28, 2010 Time: 5:00pm to 6:00pm Place: McMahon Hall Lounge 109 Date: To prepare for the seminar, it is recommended that you review the Valuation Section of the following three reports Seton Hall's Tasty Baking Report - 2006-2007 First Place Fordham's Syms Report - 2004-2005 First Place Yale's Phillips-Van Heusen Report - 2008-2009 First Place
Financial Analysis Section Seminar	Date: Wednesday, October 6, 2010 Time: 5:00 to 6:00pm Place: South Lounge Date: To prepare for the seminar, it is recommended that you review the Financial Analysis Section of the following four reports Seton Hall's Tasty Baking Report - 2006-2007 First Place Fordham's Syms Report - 2004-2005 First Place Seton Hall's Aqua America Report - 2005-2006 First Place Yale's Phillips-Van Heusen Report - 2008-2009 First Place
Investment Thesis, Industry Competitive Advantage, Investment Risks Sections Seminar	Date: Wednesday, October 13, 2010 Time: 5:00 to 6:00pm Place: McMahon Hall Lounge 109 Date: To prepare for the seminar, it is recommended that you review the Investment Thesis, Industry Competitive Advantage, Investment Risks Sections of the following five reports: Seton Hall's Tasty Baking Report - 2006-2007 First Place Fordham's Syms Report - 2004-2005 First Place Rutgers' W. P. Carey Report - 2007-2008 First Place Yale's Phillips-Van Heusen Report - 2008-2009 First Place Fordham's Bitstream Report - 2009-2010 First Place Click here to view the Power Point Slides discussed during the seminar.
How to apply to be a member of the Fordham Team in the Inter-University Competition and the Equity Research Club!	Team member application Deadline: October 15, 2010 Please prepare an application in the format of a letter which addresses the following three issues: Which of the following primary responsibilities would you like to assume for the team: Investment Thesis Section and Chief Compiler/Editor of the Investment Research Report Valuation Section Financial Analysis Section Competitive Advantage and Business Description Section Investment Risks Section and "Differentiating Research Perspective" Explain how that being a member of the team would contribute to your career objectives. Identify personal skills and experiences that will enable you to contribute to the success of the team. (Be sure to identify and explain any experience you have had using Discounted Cash Flow Models.) Please include a copy of your current resume. (Be sure it includes a list of relevant Finance and Accounting courses that you have taken or are taking.) Email your application letter and resume to johunter@fordham.edu
Equity Research Club Timeline:	October 18th-Monday (by 6:00pm) teams to be announced October 20th-Wednesday, 5:00 to 5:45pm, Room 506, team organizing meeting wherein each team determines the company to be the subject of their investment research report
Sample Investment Research Reports	Below you will find links to the winning reports of previous investment research competitions sponsored by NYSSA: Pace's Galaxy Foods Report - 2002-2003 First Place NYU's Emisphere Technologies Report - 2003-2004 First Place Fordham's Syms Report - 2004-2005 First Place Seton Hall's Aqua America Report - 2005-2006 First Place Seton Hall's Tasty Baking Report - 2006-2007 First Place Rutgers' W. P. Carey Report - 2007-2008 First Place Yale's Phillips-Van Heusen Report - 2008-2009 First Place Fordham's Bitstream Report - 2009-2010 First Place