We meet every Wednesday 1-2PM at Harriman Hall 137 ​ Past Presentations

Events from Previous Semesters Spring 2021 Events

Frequently Asked Questions When does the In vestment Club Meet? Every Wednesday 1-2 PM @ Harriman 137 (Join our mailing list for updates) ​ ​ How do I join the mailing list? Attend a GBM and fill out the attendance or join us on SBEn gaged ! Where can I find p ast GBM presentations? Resources > Past Presentations ​ What are Mon ey Markets, and what is the Eurocurrency Market? ​The Money Market refers to trading in very short-term debt investments. At the wholesale level, it involves large-volume trades between institutions and traders. At the retail level, it includes money market mutual funds bought by individual investors and money market accounts opened by bank customers. The Eurocurrency Market is the money market for currency outside of the country where it is legal tender. The eurocurrency market is utilized by banks, multinational corporations, mutual funds, and hedge funds. Can Inte rnational Students invest in stocks? ​The answer is yes . The United States is one of the few countries that’s very friendly to foreign investors investing direct ly in the stock markets and the U.S also has one of the largest stock markets. A lot of foreign companies come to list on the U.S markets. So really, even if you were not in the U.S, even if you were just live in your home country and you want to open a U.S brokerage account, you can actually do it. What is the difference between a Mutual Fund and an ETF? ​Mutual funds are investments that pool your money together with other investors to purchase shares of a collection of stocks, bond s, or other securities, referred to as a portfolio, that might be difficult to recreate on your own. Mutual funds are typically overseen by a portfolio manager. An exchange-traded fund (ETF) is a type of security that involves a collection of securities—such as stocks—that often tracks an underlying index, although they can invest in any number of industry sectors or use various strategies. ETFs are in many ways similar to mutual funds; however, they are listed on exchanges, and ETF shares trade throughout the day just like an ordinary stock. When should you get a credit card and how do you build credit? ​The best time to get a credit card is right when you turn 18 or around that age. College or shortly after graduation is a great time to s tart with a student credit card, as long as you have the required income to repay your purchases. Make 100% of your payments on time, not only with credit accounts but also with other accounts, such as utility bills. Bills that go unpaid may be sold to a collection agency, which will seriously hurt your credit. If you use credit cards, keep your credit utilization low — utilization is the percentage of your credit limit you use. Avoid applying for multiple credit accounts close together; applications for credit can cause a small, temporary drop in your score. Multiple applications can cause significant damage. Keep credit card accounts open. Unless you have a compelling reason to close an account, consider keeping it open. Closing an account can hurt your credit utilization and reduce your average account age. How do you open a Certifica te of Deposit (CD)?​​​ ​Find an insured financial institution. The Federal Deposit Insurance Corporation (FDIC) and National Credit Union Administration (NCUA) insure banks and credit unions, respectively. Pick a type of CD. A certificate of deposit isn’t necessarily one-size-fits-all, and there are many different types of CDs to choose from. Choose your term. When you open a certificate of deposit, one of the first things you’ll need to choose is the length of your term. The longer the term length, which means the longer you commit to keeping your money in the account, the higher the interest rate you’ll earn. Decide how often you want to colle ct your interest payments. With your payout, you’ve got options: You may be able to receive your interest as a monthly payment or once annually. You can also reinvest the interest payments into the CD to earn compounding returns. Once the CD’s term ends, you’ll get your initial deposit back, along with your final interest payment. Create your account. Unless you already have one, you’ll need to create a new account with the issuing bank or credit union to open a certificate of deposit. Fund the CD. You’ll also need to choose a funding source for your new CD account, such as an online or phone transfer, or mailing a check.

Our Team. Meet the Executive Board of the SBU Investment Club! Feel free to contact us with any questions and/or concerns. (CLICK on the PICTURES to write an email to the respective E-Board member!) Augustus DiBenedetto President Finance & AMS '25 Aaron Yu Vice President Business & TSM '26 Brian Donlan Treasurer Economics & Poli Sci '25 Estella Saha Secretary MAT & AMS (Phil Minor) '26 Tarun Vaidhyanathan Operations Manager Comp Sci & Econ '27 Vincent Li Editor-in-Chief Business (Finance) '25 Shireen Zaman Social Media Manager Information Systems '26

WELCOME TO THE STONY BROOK INVESTMENT CLUB Next Meeting Become an Investor! Learn There's something for everyone here, from beginners to advanced. join us on sb engaged Joining adds you to the mailing list, so you will recieve updates on all future events. Click below to join. SBEngaged Contact Us CONTACT US Interested in learning more? Send us an email! sbuinvestmentclub@gmail.com Send Your details were sent successfully!

Spring '24 Presentations (To access the files below, please sign in with your @stonybrook.edu account and enable cookies) (2/7/24) GBM #1: Club Overview + Investing 101 (2/14/24) GBM #2: Career Fair Picks + Resume Review Fall '23 Presentations (9/6/23) GBM #1: Investing 101 (9/13/23) GBM #2: Portfolio Construction (9/14/23) GBM #3: Financial Career Paths (w/ Prof. Nugent) - 2023 Banking Compensation Guide from eFinancialCareers - 2023 Guide to Careers in Banking and Financial Services from eFinancialCareers (9/27/23) GBM #4: Quantitative Finance w/ Eesh and Som Naik (10/4/23) GBM #5: Special Guest Speaker Peg DiOrio, Global Co-Head of Quantitative Equities @ Voya Investment Management - Peg DiOrio's Presentation - Finance Resume PDF for Job Fair (10/11/23) GBM #6: Topics in Investment Banking: M&A, IPOs, LBOs, DCF Modeling, Takeovers, and more! (10/18/23) GBM #7: News in the Financial Markets & Expressing Caution in Investing (10/25/23) GBM #8: Finance Kahoot & Recent Developments in the Financial Markets (Coming Soon) (11/3/23) GBM #9: Special Guest Speaker DIMITRI BIANCO (11/15/23) GBM#10: Forage, Market Updates, & Announcements

ABOUT US The Stony Brook University Investment Club is a leading resource for students interested in the fields of financial services and investment management. The organization runs on three pillars to best serve the student body: Provide the Stony Brook student body with the skillset to successfully invest their own funds through presentations and interactive activities. Introduce students to professionals throughout the financial services industry, providing both valuable knowledge and networking opportunities. Prepare students for careers within the financial services sector and arrange internship opportunities through direct relationships with various firms. ​ ​ To read about how we are fulfilling these pillars, find current and future events here Meet the E-Board

Beginner Resources Investing 101 Pl aylist ​ Investopedia - Finance Encyclopedia Wall Street Journal Bloomberg Chartg ame - Try trading without the risk Mark's Guide to Sales & Trading SBU Database - Free access to many useful resources Other Resources Portfolio Visualizer- P ortfolio analysis tools Finviz - Screener, backtester, & more ​ MIT OCW - Free MIT lectures WRDS - Free financial data source for SBU students Developing & Backtesting Systematic Trading Strategies by Brian Peterson - Step by step walkthrough of a quant's strategy development process

RESOURCES The links below are packed with resources and guides to help you get started as an investor and a job candidate within the finance field. The Stony Brook Investment Club's goal is to prepare students not only for personal investing, but for successful academic and professional careers. Additionally, please do not hesitate to contact an Executive Board member (we can be resources, too)! Past Presentations Helpful Links

Spring 2022 Events Coming Soon!

Past Events Fall 2020 Spring 2022