Thursday, July 22, 2010
Investment Game 2010 - Prize Winners
Friday, April 2, 2010
Investment Finance Speaker Event
Finance Association proudly presents an investment finance professional in our Spring 2010 - Speaker Event. Sally Shi, CFP (Certified Financial Planner), Executive Director of Oppenheimer & Company will present this year’s most important personal tax law change: Roth IRA conversion and how we can benefit from this change.
She will also talk about her market outlook and investment strategy, if time permits.
Please join the Bay Area Finance Association - Investment Finance Speaker Event on 07th May 2010.
Speaker: Sally Shi, Executive Director of Oppenheimer & Co
Topic: Roth IRA conversion and how we can benefit from this change
Date: Friday May 07th
Time: 5.10 p.m – 5.50 p.m
Location: Room 1504. UC Davis, GSM BayArea, San Ramon
BAFA members are free to attend.
Non-Members will pay $5.00 for the event.
Investment Finance Speaker Event
Friday, February 19, 2010
Investment Game Starts on Feb 24th
Enroll now to win Cash Prizes up to $250 Hurry !! Hurry!!
Finance Association Investment Game:
Dear All,
Finance Association would like to invite both Members and Non-members to participate in Winter Quarter Investment Game.
Investment Games starts on Mar* 24th and continues for the next 10 weeks . The enrollment details and rules are given below
Hurry to Enroll :
For enrollment visit us at InvestmentGame.2010 to pay via paypal . Once enrolled an email with instructions on how to participate in the game will be mailed to you separately . To participate in the Investment Game members pay a nominal fee of 30$ , non-members pay a fee of 40$ with an option to become a lifetime member of Finance association for an extra 40$
Rules :
Rules of the game can be found at StockTrakTradeRules . More rules are available in BAFA.
The winners will be selected by our portfolio officer based on the highest return on investment and highest Sharpe ratio and a cash price of 125$ will be awarded to the winner in each category.
Model Portfolio :
A model portfolio and selection criteria is posted at BAFA website . If you have any portfolio questions please contact our Portfolio Officer Wayne Zhong at ModelPortfolio
Tuesday, February 9, 2010
Model Portfolio
Here is the Model Portfolio which I created on 11/06/2009. The benchmark is S&P 500 index.
Regards,
Wayne
Model Portfolio
Saturday, January 23, 2010
Google Group for BAFA
Please use this forum to share your finance related discussions including but not limited to posting a new job in finance field.
Please note the group membership is by invitation only. You will receive the invitation from us as soon as possible.
* Group name: GSM Bay Area Finance. UC Davis
* Group home page: http://groups.google.com/group/gsmbafinance
* Group email address gsmbafinance@googlegroups.com
Rajasekar Rajendran
CIO , COO of BAFA - '09-'10
Google Group for BAFA
Friday, January 8, 2010
Finance Association Ice Cream Social - 2
Speaker: Wayne Zhong, Portfolio Manager, BAFA
Topic: Model Investment Portfolio
Date: Saturday Jan 30th
Time: 12.00 Noon – 1.00 P.M
Location: Room 1504. UC Davis, GSM BayArea, San Ramon
Finance Association Ice Cream Social - 2
Finance Association Ice Cream Social - 1
Speaker: Wayne Zhong, Portfolio Manager, BAFA
Topic: Model Investment Portfolio
Date: Saturday Jan 23rd
Time: 12.00 Noon – 1.00 P.M
Location: Room 1504. UC Davis, GSM BayArea, San Ramon
Finance Association Ice Cream Social - 1