In strat

INVESTMENT STRATEGIESY E A R L Y P L A N N I N G S E M I N A R – A P R I L 2 , 2 0 1 1

VISION & MISSIONVisionThe InStrat department, as a core thrust, is committed to increase financial literacy focusing on responsible financial and economic investments in the Ateneo community and beyond.

MissionThe InStrat’s mission is empowering participants through pursuing relevant, timely and useful projects that focuses on investments.

I N V E S T M E N T S T R AT E G I E S D E PA RT M E N T Y P S 2

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GOALSShort-termImproved projects for greater impact to the community

Come up with a concrete game plan for the department for the whole year

Come up with creative ideas for the projectsTrain and familiarize them (InStrat Machine) to be effective officers

GA (department tight)

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GOALSLong-termTo sustain the financial and economic investment awareness of MEcO and non-MEcO students

Make the department a cohesive part of the whole which is MEcO

Uplift the InStrat image of a department that pursues boring projects to an exciting and fun department, maintaining still its relevance

Impact MEcO and Ateneo through appreciating investing and eventually venturing themselves

InStrat stamp of fun, usefulness, relevance and “core-ness-ity”

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INSTRAT PROJECT LINE-UP

• Bullfights• Invest! • NSInC• Stox+ • MEcOmics

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BULLFIGHTSY E A R L Y P L A N N I N G S E M I N A R – A P R I L 2 , 2 0 1 1


BULLFIGHTSTarget Venue: **Target Date: August 15 and 17Project Executives:• Anj Poe• Clari Co• Sam GarciaProject Proposal Submission: Last week of

MayTeam Updates: They have started planning,

starting to mesh up as a team. *Improvement on rapport and stepping up

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BULLFIGHTSTheme: Guns, Goons And Gold

Three tier contest: Fun vibe part-Paint ball/lazer tag, investment part-Pit and Acquire

Bundling investment with something fun. Bonding chance and at the same time getting into investment

Paintball/lazer tag points will be carried over to the board game as amount of starting money/commodity

Fun part has investment mechanics (ie risks and returns)

3 people per team

Target number of teams – 20 (60 contestants)8

04/12/2

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BULLFIGHTSShort term Target dates:

1) Recruitment next week: (Programs (3 heads). Finance and Logistics (2 heads). PR and DL (2 heads). Secretariat (Reg, Docu, Eval - head + Au)2) May 25: meet up to finish project proposal3) May 30: submit proposal4) Week of May 30: general meeting with committee heads5) May 30-June 4: committee heads finalizing programs, plan ideas with them

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INVEST!Y E A R L Y P L A N N I N G S E M I N A R – A P R I L 2 , 2 0 1 1

INVEST!Target Venue: Faura

AVR/Ching-Tan/Seclec

Target Date: August 29, Sept. 5 and 12

Project Executives:• Miko Sison

• Karen Vera

• Migi de Jesus

Project Proposal submission: End of May

Team Updates: Meshing together. Time management. Ideas strong.


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INVEST!Theme: Five People You Meet in

Investing

Invite 5 Speakers to tackle these topics:

• the importance of investing at a young age

• the what’s and how’s of investing

• the possible industries or companies where students can invest.

*Aim of fluidity and quality for better and maximum impact

Target participants: 50 each talk

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INVEST!Desired impactStudents to learn and appreciate the importance of investment

Give the students useful insights and advices on investing

Improvements:Better advertisingBetter supervision on the PESet exact dates

Committees:CMTCCTLogPrograms

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Activity Date / TimePoint person

Registration 4:20-4:30pm

Logistics Head

Welcoming Remarks: (Economics Department)

4:45 Programs Head

1st speaker 5:10 Programs Head

2nd speaker 5:40 Programs Head

3rd speaker 6:10 Programs Head

Closing Remarks 6:40 Programs Head

Awarding/recognition of speakers & socials**

6:45-7:00pm

Programs Head

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INVEST!


Token(PhP220 x 3 speakers)=PhP660 [per talk]

PromoPhP 1, 000 x 3 seminars

**Snacks

Invest before: PhP960

Investment Series: around PhP1,000 to 1,500 per seminar

Short Term Target Dates:

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INVEST!

1. Have met and created a tentative program per talk

May 27

2. Draft letters (with tentative program) for speakers and professors inviting and giving them a heads up

May 28-29

3. Started sending letters to speakers May 304. Finalized Program flow June 155. Looking and inviting for speakers, informing professors about the event; finalize hosts for each talk

June

NATIONAL STUDENT-INVESTORS’ CONVENTION

Y E A R L Y P L A N N I N G S E M I N A R – A P R I L 2 , 2 0 1 1


NSINCTargets: Good, timely and

relevant content of theme, program and speakers

Market effectively the contentOrganized and fluid talk (execute the planned and prepared program)

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NSINCDesired impact:Delegates learnDelegates have a better idea on the investing climate and what they can do about it

Delegates stamp of approval (they will recommend, must attend)

We want to continue: great speakersImprove: program flow execute the planned and prepared programhave contingencies whenever speakers are latebetter communication among the project officers

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Target Venue: Leong Hall Auditorium and Leong Hall Roofdeck

Target Date: November 19, 2011 (3rd Saturday of November)

Project Executives:• Abi Continuado• Xab Castor• Nico Toledo• Raizel YapProject Proposal Submission: Last week of May

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NSINC


Team Updates: We can sense strong rapport , very organize, prolific when it comes to ideas and aspires excellence

Overall objective: Make the convention Student-centric. The audience must find the convention relevant to their interest and capacity as college students

Possible themes:• NSINC 2011: Fuel your success• NSInC: The 5th dimension/Time and the

dimensions of investing• Life is an investment portfolio. (NSINC 2011:

Diversify your portfolio, maximize life)

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NSINC







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NSINC







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NSINC


A. Committees:

• Programs – in charge of the program flow, speakers (Food Committee)

• Delegates-Liaisons – in charge of scouting for delegates

• Logistics – ushers, and, reservation of venue

• Investment Portfolio Committee – in charge of kits

• Games Committee – in charge of investment simulation

• Finance Committee – in charge of ticket sales

• Promotions

• (Marketing) - CMT

• (Doc and Pub) – CCT

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NSINC


B. Delegates Liaisons Issue:

Decision Point 1: How do we handle the invitation of delegates? Do we make NSINC by invitation only, this can make the convention seem prestigious compared to it being open to any college students? If so, how do we go about the recruitment process? Nico suggested that we invite a certain percentage, at the same time open it to the public.

Option 1: By invitation: The event will seem prestigious but there is a danger of few delegate turnout during the event

Option 2: :Open to the Public

Option 3:: Invite org officers, and top students, and give them a discounted rate. But, allow walk-ins at a higher rate. So we can get those who are initially inclined with investments and at the same time give opportunities to those who are interested.

**Resolution: Option 3

Problems Raised: How to handle logistics with OAS, since we would have to submit names.

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NSINC


Agenda tackled so far:• Project Proposal

• NSINC Idea

• NSINC Flow

• Theme

• Investment Portfolio Kit

• Game finalization

• Project Proposal Draft

• Other Issues

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NSINC


Agenda for next meeting:

• Committee delegation• Game finalization• Topic finalization• Theme finalization• Working timetable (Gantt chart)

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NSINC


NSINC— PROPOSED PROGRAM FLOW *

Activity Date / Time

Point person

Registration 7:00 Delegates Liaison Head

Welcoming Remarks: (Economics Department)

8:15 Programs Head

Game Mechanics / Game Part 1

8:45 Programs Head

1st Talk 9:00 Programs Head

AM Snacks 10:00 Logistics Head2nd Talk 10:30 Programs

HeadGame Part 2 11:30 Programs

HeadLunch 12:00 Logistics HeadChosen Sector Talk 1:15 Programs

HeadGame Part 3 2:15 Programs

HeadMain Sector 4 Talk 2:45 Programs

HeadGame Part 4 / Synthesis of the Game

3:45 Programs Head

PM Snacks 4:30 Logistics HeadAwarding 4:30 Programs

Head

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NSINC—BUDGETLast year: DCB—PhP 88, 000

This year: Sponsor—PhP 100, 000-120, 000Logistics

OT, VenuePromotions

Tarps Media Ads

TokenNSInC Kit (Portfolio)Caterer

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NSINC

Suggestions for expansion:2-day symposiumOutside AteneoInvestment FairTie-up with UP’s JFA: Stock Portfolio Management SeminarInvestor education

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STOX+Y E A R L Y P L A N N I N G S E M I N A R – A P R I L 2 , 2 0 1 1


STOX+ WARSTarget Venue: Faura AVR (Talk)Target Dates:

Talk/s: Jan. 7 & Jan. 14 Game Proper: Jan. 21 or 28

Targets: Give the participants a realistic experience on stocks trading in a simulated stock exchange

To be talked about once again

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STOX+ WARSProject Executives: • Kara Guioguio• Inno Rendor• John Palma• Miguel MapaCommittees:CMT CCT Programs/Logistics

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Stox Tradiing: Real time (9-12pm)

Goals:

• 100 to 150 groups

• max of 4 members each

• 500 pesos joining fee?

• you can only join/enter once (no multiple accounts)

• Put bonds, portfolios

• Tap financial institutions as sponsors/speakers• Metrobank, PSE, Citisec, etc.

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STOX+ WARS


STOX+ WARS—BUDGET BREAKDOWN

Prizes:1st place PhP10, 0002nd place PhP 8, 0003rd place PhP 5, 000

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MECOMICSY E A R L Y P L A N N I N G S E M I N A R – A P R I L 2 , 2 0 1 1


MECOMICSImpact: to make MEcO members more aware of

how investment works and promote the org’s niche

Target form of dissemination:MEcO websiteForumTumblr, Tweetpic of MEcO bullFacebookCommittees: Illustrators [MEcO Bull and MEcO Bear]WritersComments:How can we make this viral? GIF?

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MECOMICS

TARGET RELEASE DATE: REC WEEK• Teaser printed in MEcO fan?

GOAL: 2 comic strips/month

Illustrator: Sebb Borja (CCT)

Content Manager: Anj Poe

Contributors: MEcO machine esp. InStrat

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In strat

Economy & Finance

Transcript of In strat