Golden Gate University Finance Club

Finance Club WebSite Change

2011-03-16T10:39:00.000-07:00

To follow the club go to Golden Gate University, Finance- Faculty and Student Meeting Place.

February Mixer

2011-02-01T12:35:00.000-08:00

Mingle with other GGU students.

Acquaint yourself with the department chairmen.

Learn about upcoming speaker events and speakers.

February 15, 2011
4 - 7 PM
GGU Campus

Open to all students, faculty and alumni. To keep track of GGU Finance Club events, send a message here and follow us at The GGU Finance Club Blog.

Financial Planning Association of the East Bay Networking Event

2011-01-25T10:01:00.000-08:00

Wednesday February 16, 2011
6 - 8 PM

Skipolini's Pizza
1535 Giannoma Drive
Walnut Creek, CA

0.4 miles from Walnut Creek BART

RSVP to Ken at info@meritage-wealth.com

Market Turbulence, Regime Shifts, and Dynamic Portfolio Construction

2010-11-15T16:26:00.000-08:00

GGU finance club presents a joint meeting with the Chartered Financial Analysts Society of San Francisco and the Global Association of Risk Professionals.

Date: December 2nd, 2010
Venue: Golden Gate University, 536 Mission Street, San Francisco, CA 94105
Agenda: 11:30am to 12:30pm – Networking and Lunch in Room 4200
12:30pm – 2pm: Risk Management Session in Room 2203

As of 11/15/2010, there are only 10 seats available. Please e-mail GGU Finance Club to register.

Synopsis:
Most risk management and asset allocation models are based on assumptions about single return distributions. But there are really multiple market regimes. There are calm, growth-oriented regimes and regimes predicated on panic and turbulence. We introduce a statistically derived measure of market turbulence that captures both extreme returns and correlation shocks. We show how to use this measure to improve risk measurement. We also show how to enhance performance by dynamically reallocating investments in anticipation of regime shifts.

Chair:
Satish Swamy, CFA

Speakers:

Will Kinlaw, CFA
Managing Director
Head of Portfolio and Risk Management Group
State Street Global Markets
Will oversees the Portfolio and Risk Management Group (PRMG) at State Street Associates, the independent investment research arm of State Street Global Markets. The PRMG is a pioneer in developing and applying innovative optimization techniques to enhance returns while managing tail risk and prepares customized, quantitative analyses for State Street Global Markets clients worldwide.
A frequent presenter at investment conferences in Europe, North America and in the Asia-Pacific region, Will’s articles have been published in the Journal of Asset Management and Institutional Investor’s Transition Management Guide. His specialties include risk measurement, asset allocation, currency management and quantitative investment strategy. Will joined State Street in 2000.
Will holds an M.S. in finance from the Carroll School of Management at Boston College and a B.A. in Economics from Tufts University. He has also been awarded the Chartered Financial Analyst (CFA) designation.

Hans-Christian Lüdemann, PhD
Vice President
Portfolio and Risk Management Group
State Street Global Markets
Hans is a Vice President in the Portfolio and Risk Management Group at State Street Associates – the research arm of State Street Global Markets. Since joining in 2006, he has contributed to custom analysis projects for institutional asset owners as well as asset managers, in both general portfolio theory and optimization questions. Hans has developed quantitative models for stock selection, manager assessment, and product capacity estimation.
Hans holds a Ph.D. in Physics from the University of Münster in Germany and an M.B.A. from Babson College. Before joining State Street Associates, he held positions in biomedical research and custom instrumentation development at Harvard Medical School and at Millennium Pharmaceuticals in Cambridge, MA. Hans has published a number of scientific papers in Physical Chemistry and Life Sciences.

London School of Economics: The Alternative Investments Conference

2010-11-15T13:47:00.000-08:00

Student conference on Hedge Funds and Private Euity

January 24-25, 2011
Marriot London Grosvenor Square

We are delighted to introduce the fifth edition of the LSE Alternative Investments Conference (AIC).

The 2011 LSE AIC promises to provide a dynamic forum for education and networking between leading luminaries from the hedge fund and private equity industries and the brightest students -- from undergraduates to PhD candidates -- who travel from as far afield as China and California.

Jointly organised by the LSEsu Alternative Investments Society and the LSE Financial Markets Group, the AIC combines the academic excellence of its namesake institution -- the LSE -- with the professionalism and prestige of the attending industry professionals and student delegates.

Competition for a seat at the Conference is fierce. In 2010, we received over 2,200 applications for 350 seats and we expect higher application figures for the 2011 Conference.

We are most grateful to all of our speakers and sponsors -- both new and returning -- without whom the event would not be possible.

Conference planning begins many months before the event itself. Team AIC has been hard at work not long after the success of last year's Conference and we would like to thank all of the team members for the long hours and enthusiasm put into the organising process.

It is our hope that you will emerge from this unique two-day Conference with an understanding of and an excitement about the hedge fund and private equity industries. We hope to offer an exceptional educational and networking experience with the idea that -- as the next generation of business leaders -- this Conference can be a positive force in shaping your future career in this industry.

More information here.

2010 TSAA Annual Symposium: Systems and Strategies for Winning in the Market

2010-11-09T16:21:00.000-08:00

A presentation by the Technical Securities Analysts Association and the Golden Gate University Finance Club
Golden Gate University, 536 Mission Street, San Francisco - Saturday November 13th – 9:00 AM – 5:30 PM
Register here.

Greg Morris, Veteran Technical Analyst Extraordinaire – (9:30 – 10:45)
Technical Analysis in a Rules-based Model: I’ll begin with why a technical approach to money management is so important, along with general market concepts. Explain the weight of the evidence process and rules building for the model, then cover the ETF selection process. Then wrap up with how it all works together.

Greg Morris is a legend in his own time. Formerly CEO of Murphy-Morris, the leading provider of web-based market analysis tools and commentary with John Murphy, noted author and CNBC analyst. Greg currently is Sr. Vice President ,Chief Technical Analyst, and Chairman of the Investment Committee for Stadion Money Management. Greg has authored several books, including the Complete Guide to Market Breadth Indicators. A popular speaker, Greg recently toured from Italy to China to lecture on the merits of technical market analysis. From 1971-77 he was a Navy F- 4 pilot and a graduate of the Navy Fighter Weapons School known as Top Gun.
Barbara Rockefeller, Global Currency Strategist – (10:50 – 12:05)
Barbara Rockefeller will discuss the recent leading role of FX in global securities analysis (correlation among asset classes). She will also talk about some of the Big Picture macro issues of the day as seen through the lens of professional FX traders--quite different from the economist's view. She will also talk about a few technical analysis methods that she uses to get sterling trading results that will surprise (and maybe dismay) the audience.

Barbara Rockefeller is a foreign exchange veteran and technical analysis pioneer. She is an international economist and trader specializing in foreign exchange. She is the publisher of two daily newsletters and author of four books, including Technical Analysis for Dummies.
Miss Rockefeller's twice-a-day newsletters are read by hedge fund managers, big bank trading desks, multinational corporation treasurers, central banks, and individuals. The morning "Daily Currency Briefing" is a synopsis of events and forecasts in spot foreign exchange.
The "Daily Futures Report" and "Daily Spot Report" are a technical-analysis-based report for those actively trading currencies. The hypothetical track record and samples of the reports are available for review at www.rts-forex.com. She also contributes a monthly column to Currency Trader Magazine. Miss Rockefeller was the featured "trader of the month: in Technical Analysis of Stocks and Commodities Magazine in November 2007.
Sponsor Presentation – (12:05-12:30)
Lunch – (12:30 – 1:30)
The Knight, Prophet.net creator & Slope of Hope blogger – (1:30-2:45)
Tim Knight is the creator of Prophet.net, the technical analysis web site that both Barron’s and Forbes consistently named as the #1 web site for technical analysis. Prophet was acquired by Investools in 2005 where he served as Senior Vice President of Technology. Investools had earlier acquired Telescan and in 2006 merged with Think or Swim. In 2009 T.D. Ameritrade acquired the combined unit and is working to optimize their combined resources.
Before Prophet, Tim served as vice president of Technology products at Montgomery Securities. He has held various positions at Apple computer and is author of 20 computer books.
An active trader and chartist, Tim founded Prophet to provide a charting platform for self-directed investors using stand alone technical analysis software. The second edition of his latest book Chart your Way to Profits has just been released. Today in his professional role as a money manager, Tim relies on technical analysis as the primary basis of his investment decisions.
Charles Bassett, Systems developer and Edwards & Magee Torch Bearer (12:55 – 4:10)
Navigating rough waters using Edwards & Magee as the Pilot.

Charles Basetti, as the Malcolm S.M. Watts III Adjunct Professor is renowned for teaching a graduate course on " systems building and systems testing" at Golden Gate University. Charles is also the current editor of the famed Technical Analysis of Stock Trends book by Edwards and Magee. He is currently working on the 9th edition of Edwards and Magee. Charles experience with " systems " stems from being President of Operations Research,Inc, founded by Market Wizard, Blair Hull. From 1973-84 Charles was Principal and V-P of California's first licensed commodity trading advisor.
Panel Discussion: Man and the Machine (4:20 – 5:20)
As the final presentation for our symposium, we are planning an open panel discussion on the vagaries of Proprietary Trading, High Frequency Trading, Dark Pools and Black Boxes as they may have an affect on trading strategies. (The open session may also include other areas of discussion)

RAISING CAPITAL IN 2010: THE GAME HAS CHANGED

2010-10-28T09:17:00.000-07:00

Tuesday November 2, 2010, 7:30 - 9 AM

PANEL MODERATOR: THERESA A. MATACIA, CFA – VP, Bonocore Technology Partners

GUEST PANELISTS: GAMIAL GRAN – Partner, Sierra Ventures J. ROY MARTINEZ – Membership Chair, North Bay Angels JIM PARSONS - Sr. Relationship Manager & Managing Director, Silicon Valley Bank MARK QUINN – District Director, US Small Business Administration

2010 has ushered in a whole new era of capital-raising. While the economic crisis appears to be subsiding, it is still a long way from being completely over. And while the capital markets may be showing signs of life, the entrepreneur faces greater challenges in securing capital. Our panel will explore how current trends affect the needs and behaviors of investors and how entrepreneurs can navigate the landscape to successfully secure funding.

EVENT LOCATION:

The San Francisco City Club Main Dining Room
RSVP by NOON on Monday, November 1, 2010

REGISTRATION FEES:

ACG Members & Member Guests: $35 The FENG Community Members: $35 Non-members: $55 Note: An additional $10 will be collected onsite for walk-ins

REGISTER ONLINE:

www.acg.org/sanfrancisco/events

Finance Industry Networking Night

2010-10-19T18:57:00.000-07:00

A panel discussion followed by networking with industry professionals and alumni

When: Thursday, November 4

Where: Room 6208

Time: 5:30 - 8pm

There will be refreshments served.

Panelists include representatives from AXA Advisors, First Republic Bank, and MorganStanley SmithBarney.

Office of Career Planning

40 Jessie Street, Suite 320

San Francisco, CA 94105

Phone: 415-442-7299 / Email: careers@ggu.edu

Cypress Case Study

2010-03-10T12:51:00.000-08:00

Becker CPA Prep

2010-03-10T12:47:00.000-08:00

Federal Home Loan

2010-03-10T12:38:00.000-08:00

Best of Wyckoff 2009

2009-08-16T21:35:00.001-07:00

Finance Club Meet and Greet

2009-08-07T09:17:00.001-07:00

Free FPA Software Training Session

2009-06-19T08:45:00.000-07:00

Market Trading Profile

2009-06-19T08:37:00.000-07:00

Event May 27, 2009

2009-05-26T08:13:00.001-07:00

Event May 19, 2009

2009-05-26T08:12:00.001-07:00

Recruitment Fair

2009-01-26T15:44:00.000-08:00

TSAA January Event

2009-01-22T11:36:00.000-08:00

Paid seminar in January

2009-01-21T11:40:00.000-08:00

Venture Capital Dec 11

2008-12-01T10:57:00.001-08:00

Private Equity Strategies in Difficult Markets

2008-10-24T14:29:00.000-07:00

Field Trip

2008-10-17T13:32:00.001-07:00

Venture Capital Event October 16, 2008

2008-10-11T15:57:00.000-07:00

SIFF Event

2008-09-23T16:08:00.000-07:00

Wyckoff Event

2008-09-09T12:51:00.000-07:00

Stalla Event

2008-09-09T08:37:00.001-07:00

[July 22nd, 4-6 PM, RSVP req'd] Back to the Basics: the Trend is Still Your Friend

2008-07-18T13:05:00.000-07:00

(July 21st, RSVP req'd) The U.S. Housing Crisis and the Credit Crunch: How it is Impacting World Finance

2008-07-16T13:06:00.000-07:00

Stella CFA review (a joint event with GGU Chinese student association)

2008-07-11T00:14:00.000-07:00

From: GGU Chinese
Date: Tue, Jul 8, 2008 at 1:21 PM
Subject: Stalla CFA Review
To: lizzyhu@gmail.com

If you have trouble viewing or submitting this form, you can fill it out online:
http://spreadsheets.google.com/viewform?key=pn63sy7kwR03VP6m1sK5bZw&email=true

Stalla CFA Review
Stalla CFA Review is invited to give a presentation on campus now.
CFA (Chartered Financial Analyst) designation, like CPA license, is one
of the profession's most valued credentials. Stalla CFA Review has more
than 30 years experience in guiding candidates to mastery for the CFA
Exams. All GGU students are welcomed to attend this event.
The presentation will cover the information on CFA exam, its value, and
Stalla CFA Review courses. Individuals will be given time for asking
questions as well.
The following two time schedules require students to vote for
attendance within recent two weeks so that we could determine the exact
date for the majorities:

1. July 31 (Thursday): 1:30-3:30 pm
2. August 2 (Saturday): 1:30-3:30 pm

If you are interested in this event, please fill in the form by following the link below:

http://spreadsheets.google.com/viewform?key=pn63sy7kwR03VP6m1sK5bZw&email=true

Current Employment Trends in Finance (July 16th, 4 PM - 5:30 PM)

2008-07-10T16:56:00.000-07:00

Risk Management in a Deleveraging Environment (Tuesday, July 8th, 3 -5 PM)

2008-06-29T18:36:00.000-07:00

Financial Position May 2008

2008-05-12T09:32:00.000-07:00

End of Semester Party!

2008-04-18T11:58:00.000-07:00

FPA April 2008 Event

2008-04-08T08:46:00.000-07:00

Business Leadership Forum

2008-03-13T12:42:00.000-07:00

Real Estate Pannel

2008-02-22T12:45:00.000-08:00

Financial Planning Associate Position

2008-02-15T08:30:00.001-08:00

Financial Planning Associate

Ballou Plum Financial Advisors is a unique team of financial professionals offering
customized private wealth management solutions for an affluent clientele. Our
office environment is professional and personable. Our distinctive office culture is
forward thinking, which provides opportunities for personal professional development
for individuals willing to rise to a challenge. Successful candidates will be self-
motivated, interested in career advancement and possible equity opportunities as
well as possess a desire to develop meaningful relationships with clients and team members.

Does this sound like you?

Responsibilities will include, but are not limited to:

Organize and oversee the work flow within the office as it relates to the Financial Planning process for clients
Organize the preparation of financial planning meetings
Record, monitor and follow through with all meeting result tasks
Address client requests/needs regarding planning related items and perform and report on research for items related to ongoing client needs
Evaluate and advocate resources and improvements to the systems, processes, procedures and software used to deliver services to clients. Assist in the implementation of changes and improvements as agreed to by the planning team
Stay abreast of developments, trends, practices and legalities in the financial planning industry
Attend and conduct financial planning client meetings with Principals (and sometimes without) as appropriate

The successful candidate will meet the following requirements:
Bachelor’s degree
CFP or enrollment in CFP program required
Insurance and Securities licenses preferred, or within six (6) months of hire date
Minimum 2 years of financial planning experience required
Comfortable working with financial planning and investment management software
Expert computer skills, including advanced knowledge of Microsoft Office, Excel and PowerPoint
Strong math and analytical skills
Excellent oral, written and interpersonal communication skills
Motivated to both participate in as well as lead when appropriate in a team planning approach.

Ballou Plum Financial Advisors is located in Lafayette, California. We offer competitive pay and benefits and a comfortable and friendly work environment. If you would like a chance to join our dynamic, energetic and personable team, please email ALL of the following in WORD or PDF format to lynn.ballou@lpl.com (1) cover letter summarizing position-related experience; (2) resume; (3) salary history.

Incomplete submissions will NOT be considered. No phone calls, faxes or walk in visitors please.

Walnut Creek Event

2008-01-17T15:35:00.000-08:00

2007-12-13T11:17:00.000-08:00

2007-12-13T11:16:00.000-08:00

Credit Portfolio Stress Testing Event

2007-10-10T17:41:00.000-07:00

Credit Portfolio Stress Testing: Beyond the Buzz Words

By
Brian Dvorak,

Managing Director, Credit Strategies Group, Moody's KMV

Session Chairs:

Dr. Jose Lopez,
Federal Reserve Bank of San Francisco

Dr. William H. Moore, Jr.,
Assistant Prof. and Chair, Dept. of Finance & Economics, Golden Gate University

On: October 24, 2007

From: 3:00 PM to 5:30 PM

Venue: Room # 2202

Golden Gate University, SF Campus

Financial Planning Event - Please RSVP

2007-10-04T16:44:00.000-07:00

Markets and Methods Event Sept 29th

2007-09-19T08:20:00.000-07:00

The long threatened August

Symposium has been procrastinated to Sept 29, 1:00pm room 3320 at Golden

Gate University.

Title: Markets and Methods.

Format: Discussion.

Invited Speakers will speak a maximum of ten minutes Anyone can speak

for 5 minutes. You must respond to reserve a seat and to ask for 10

minutes. The event is free of charge courtesy of Golden Gate University

and open to the public while GGU Alumni are particularly invited to

attend.

Links: (Free copy 9th edition TAST)

http://www.edwards-magee.com/panicof07.html (daily letters on panic of 07 FREE)

To join discussion group:

To be informed of free letters, events

Symposium Sept 29

W.H.C. Bassetti

Adjunct Professor Finance and Economics

Golden Gate University, San Francisco

Editor John Magee Investment Series

Editor Coauthor 8th Edition, Edwards and Magee's

Technical Analysis of Stock Trends

www.edwards-magee.com

TSAA Event - Professor Pruden

2007-09-07T11:43:00.000-07:00

Guest Lecture July 2007

2007-09-07T11:29:00.000-07:00

CFA Event July 2007

2007-09-07T11:27:00.000-07:00

July 2007 Events

2007-09-07T11:18:00.000-07:00

Summer 2007 workshops

2007-09-07T11:08:00.001-07:00

Hello Members,

GGU Finance Club & SGA is proud to announce a series of database workshops tailor made for the finance classes. GGU General Library will be making custom database presentations for all the finance classes offered in Summer semester. If you want a custom plan for your individual project or article write-up you can still contact the below given numbers to draft out a personal plan for yourself. We will also be setting up convenience stalls on Fourth and Fifth floor starting July 10th where you can drop by and ask for any database help you need for your classes.

Golden Gate University Library

Website: http://www.ggu.edu/university_library

E-mail : askalibrarian@ggu.edu

TELEPHONE:
415-442-7244 Reference Desk
415-442-7242 Access Services

FAX: 415-543-6779

DJIA 2007-2008

2007-09-07T10:49:00.000-07:00

International Education Week, November 13 -17, 2006

2006-11-09T13:32:00.000-08:00

Please join University Library, International Admissions and Advising (IAA), PLUS, Office of Student Affairs, Student Government (SGA) and student clubs/ organizations as we celebrate International Education Week, November 13 -17, 2006.

International Education Week is an opportunity to celebrate the benefits of international education and exchange worldwide.

Golden Gate University joins in the "joint initiative of the U.S. Department of State and the U.S. Department of Education to promote programs that prepare Americans for a global environment and attract future leaders from abroad to study, learn, and exchange experiences in the United States." (IEW website)

Throughout the week we are hosting a variety of events. A few highlights to check out:

Come taste a variety of teas from around the world while listening to one of GGU's alums talk about his business experience in the international world.
Stephen Thewlis will lead a discussion on the impact of language and diversity in and outside of the classroom. Stephen has over twenty years in international education.
Stop by during a class break to view one of the many movies being hosted by SGA.
Enter the IEW raffle for a chance to win free lunches or a free IPOD.
Last but not least, the highlight of the week, the Cultural & Club Fair hosted by the SGA and Student Clubs. Come and taste foods from around the world and listen to live music.

The schedule can be found on our IEW webpage.

IEW week is sponsored by Compass Benefits Group, Chase Bank and L'AMYX Tea Bar

CLUB EVENT: Introduction to Investor Relations

2006-10-30T17:12:00.000-08:00

GGU Finance Club & GGU AMA
Presents

INVESTOR RELATIONS

Tuesday, Oct. 31, 2006
5:00 - 6:30 PM
Room 5224

Guest Speaker: GABRIEL B. TOGNERI
(Vice President, Investor Relations for PG&E Corporation)

Free Pizza and Soda will be served.

Indi club invites you to celebrate Diwali - the festival of lights at GGU

2006-10-23T23:07:00.000-07:00

The Indi club invites you to celebrate Diwali- the festival of lights at GGU. There will be music, there will be dancing, there will be some awesome Indian food/beverages which will be coupled by some performances by some club members.

Venue: Room 6209-11, 6^th Floor, GGU- SF campus

Date: 27^th Oct 2006 (Friday)

Time: 4:00 pm to 7:00 pm

Dress Code: Strictly traditional outfits (for Indian Students/Alumni)

Come Join the GGU Finance Club

2006-09-28T18:04:00.000-07:00