Overview

The mandate of our student organization is to enhance the financial knowledge of our members and to facilitate the transition from graduation to the industry. The Capital Markets industry is composed of highly qualified and motivated individuals that never compromise the quality of their work. You were all chosen to be a part of this organization because these qualities were seen in you. The first analyst presentation is your opportunity to demonstrate your capabilities to the group.

What the Summer Analyst Program Aims to Achieve
The purpose of this program is to solidify your understanding of the industry you plan to specialize in. Before researching individual companies it is imperative that you have a clear understanding of the factors that affect your industry. In order to be an expert in your respective industry you must have a comprehensive understanding of the inputs that affect the financial markets on a daily basis and the effect that it will have on the companies that you are making your analysis on. A sound investment decision made one day could unexpectedly reverse the next as a result of an external event. After conducting the research required for this program you will be able to know your industry and understand the key factors that affect it so that you are able to successfully make a solid stock pitch and are able to monitor your position effectively.

Industries
Industry teams for the 2011/2012 Academic Year have been created. All team members will be working closely together over the course of next year. You will become experts in these industries and will be able to confidently produce quality equity research and present professional stock pitches. There are always opportunities in every industry to be profitable and your analysis of these industries will help you understand how to be profitable in bull and bear markets. The following are the industries that will be covered over the course of the year, along with the leaders in each industry:

Financials – Toronto Dominion Bank (TD), Goldman Sachs (GS), Deutsche Bank (DB), HSBC (HBC)
Energy & Utilities – Suncor Energy Inc. (SU), Exxon Mobil Corp.(XOM), Petrochina Co. (PTR), Chevron Corp. (CVX)
Consumer Staples – Procter & Gamble Co. (PG), Wal-Mart (WMT), Coca Cola Co. (KO), Philip Morris Intl. (PM)
TMT – Research in Motion Ltd. (RIM), Apple, Inc. (AAPL), Google, Inc. (GOOG), Baidu, Inc. (BIDU)
Metals & Mining – Barrick Gold Corp. (ABX), BHP Billiton Ltd. (BHP), Xstrata (XTA.L), Potash Corp. (POT)

Presentation Instructions

This presentation will be a comprehensive analysis of each industry. A list of the criteria required is included in the next page. The presentation is to be approximately 25 minutes and will be accompanied with an itinerary for the audience to follow.

A successfully completed presentation will include the following:
- Confidence in your research and in your knowledge of the material that you are presenting
- Effective use of visual aids
- Include current events to support your analysis
- Research compiled from credible sources
- Professionalism in your appearance and in how you deliver your presentation-