Investment Game 2010 - Prize Winners

Finance Association proudly announces the recently concluded BAFA - Investment Game 2010 Prize Winners.

In the Highest Return on Investment section, Mr.Suneel Indupuru stood first with 0.58% return. At the end of May 2010 - Euro crisis brought down all the investments of the participants under water except Suneel.

In the Highest Sharpe Ratio section, Ms. Kirby Ung stood first with -0.34 Sharpe Ratio.

BAFA Team Congratulates the winners and wishes better luck for the Investment Game 2010 Participants.

Cash prize $125.00 will be distributed in the next BAFA Speaker / Social event.

The Sharpe ratio tells us whether a portfolio's returns are due to smart investment decisions or a result of excess risk. This measurement is very useful because although one

portfolio or fund can reap higher returns than its peers, it is only a good investment if those higher returns do not come with too much additional risk. The greater a portfolio's

Sharpe ratio, the better its risk-adjusted performance has been. A negative Sharpe ratio indicates that a risk-less asset would perform better than the security being analyzed. ¹

¹ Investopedia

Investment Game 2010 - Prize Winners

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 07^th

Time: 5.10 p.m – 5.50 p.m

Location: Room 1504. UC Davis, GSM BayArea, San Ramon

Please RSVP gsmbafinance@gmail.com as soon as possible.

BAFA members are free to attend.
Non-Members will pay $5.00 for the event.

Investment Finance Speaker Event

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^* 24^th 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

For any questions feel free to contact us at gsmbafinance@gmail.com

Model Portfolio

Hi Friends,

Here is the Model Portfolio which I created on 11/06/2009. The benchmark is S&P 500 index.

Please leave your questions in the comments section, I will reply as soon as I can.

Regards,
Wayne

Model Portfolio

Google Group for BAFA

Bay Area Finance Association started a new Google Group. All the paid members will interact with all the Finance Association Members. As you know the finance association membership is life time. So, you have high possibility of interacting with all of your seniors who graduated from UC Davis,GSM Bay Area 2007 onwards.

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

Finance Association Ice Cream Social - 2

Finance Association would like to conduct Investment Game Competition in near future. Mr. Wayne Zhong, Portfolio Manager of BAFA, will conduct Mock Investment Portfolio Seminar. He is working as a Registered CSA at Oppenheimer & Co. Wayne led a 4-member team in the CFA portfolio challenge during the fall of 2008 and finished the competition with over a 400% return in less than a 3 month period. It was impressive indeed. Please join the Bay Area Finance Association Ice Cream Social on 30th Jan 2010.

Speaker: Wayne Zhong, Portfolio Manager, BAFA

Topic: Model Investment Portfolio

Date: Saturday Jan 30^th

Time: 12.00 Noon – 1.00 P.M

Location: Room 1504. UC Davis, GSM BayArea, San Ramon

Please RSVP gsmbafinance@gmail.com as soon as possible.

Finance Association Ice Cream Social - 2

Finance Association Ice Cream Social - 1

Finance Association would like to conduct Investment Game Competition in near future. Mr. Wayne Zhong, Portfolio Manager of BAFA, will conduct Mock Investment Portfolio Seminar. He is working as a Registered CSA at Oppenheimer & Co. Wayne led a 4-member team in the CFA portfolio challenge during the fall of 2008 and finished the competition with over a 400% return in less than a 3 month period. It was impressive indeed. Please join the Bay Area Finance Association Ice Cream Social on 23rd Jan 2010.

Speaker: Wayne Zhong, Portfolio Manager, BAFA

Topic: Model Investment Portfolio

Date: Saturday Jan 23^rd

Time: 12.00 Noon – 1.00 P.M

Location: Room 1504. UC Davis, GSM BayArea, San Ramon

Please RSVP gsmbafinance@gmail.com as soon as possible.

Finance Association Ice Cream Social - 1

New Leadership Team

Dear Finance Association Members,

New year 2010 starts with new zeal. As per last year elections, Lucie will lead the Finance Association for the Second half (Jan 2010 - Jun 2010). Thanks to Ahmed and his visionary ideas for the Academic Year 2009. Luicie, the new president,wish to continue to pursue the vision for the club Ahmed has already established.

New Leadership Team :

CEO & President: Lucie von Scheliha

Controller & VP Finance: Ashok Shivarudraiah

Treasurer & VP Finance: Aminta Jansong

CCO & VP Communications: Jayant Thomas

CIO & VP Communications: Rajasekar Rajendran & Jayant Thomas

COO & VP Events: Rajasekar Rajendran

Portfolio Manager: Wayne Zhong

Thanks to Ahmed Aly. Congratulations to Jayant Thomas & Wayne Zhong to join the Leadership Team.

BAFA Leadership Team

New Leadership Team