Boulevard Investment Group Presentation & Purpose

Boulevard Investment Group Presentation & Purpose

1. Presentation and Purpose
2014

2. Mission Statement
The Boulevard Investment Group strives to actively
involve and educate members in the world of
investments, economics, and business. Our goal is to
learn how to become good investors, and in the process
lay the foundation for a fund that will become a
meaningful financial contributor to SMU COX BBA
Scholarships.

3. Investment Strategy
Objective:
The Boulevard Investment Group’s main objective and
primary focus is to achieve strong investment returns with
controlled risk. A bottom-up research approach will be
used to create a diversified portfolio of stocks, bonds, and
ETFs.
Sourcing:
We will attempt to discover attractive investment
opportunities both on the long and short sides through our
Monthly Research Cycle (MRC). We will also engage in
sourcing of secondary research which will present us with
varying opinions.

4. Week 1 – Sector managers meet with the junior analysts in their respective
sector to discuss and assign an interesting company to each analyst team
Week 2 – The analyst team begins their research process and attempts to
attain/analyze information about the company as shown in the model
presentation outline
Week 3 – Board members meet with each Junior Analyst team separately to
here their thesis pitch. Board members then have several days to do their
own research before congregating to make an investment decision.
Week 4 – All members in the Boulevard Scholarship Foundation gather for
the monthly meeting where the selected ideas will be presented by the
respective research team and executed in a timely manner
Monthly Research Cycle

5. Junior Analyst Program
Fall recruitment for freshmen and sophomore Junior Analysts
During their first year as Junior Analysts they go through five monthly
research cycles in order to get exposure to the different sectors, along with
attending many informational workshops on investing, Excel, and
Bloomberg
Although it will be their most difficult and time consuming year in the
organization it will be by far the most educational
Junior Analyst will then move up the organizational ladder after their first
year to become a Senior Analyst
Those who perform exceptionally, will be eligible for a Sector Head
position along with other roles on the Board

6. Member Benefits
Becoming part of a close network of bright people who share a
common interest and passion
A heavy emphasis on job connections within the
organization’s alumni
Starting a long lasting organization which will hopefully
become a major contributor to SMU COX
The experience of managing real money and donating profits
in forms of scholarships at an undergraduate level
Gaining exposure to different areas within Finance
Taking the theoretical knowledge learned in the classroom and
applying it in a practical manner

7. Who we are
Doug Rothfeldt – President, Co-Founder, Chairman
Doug Rothfeldt will be interning at Goldman Sachs with the Investment Management
Division this upcoming summer. He recently completed an internship at Maverick
Capital in New York City. Previous summer internships at Sandell Asset
Management, Enso Capital (two summers), CA Cheuvreux Brokerage, and Reach
Capital have given him exposure to merger arbitrage, the commodity sector, sales,
and the European equity market. Doug also founded and led a student run fund in
High School managing a portion of the endowment, which continues to successfully
operate and give back to the school.
 Paul Nork – Incoming President, Tech PM
Paul is currently a Sophomore at SMU|COX, and Portfolio Manager of the
Technology Sector. Through focusing on mid and large cap companies with unique
growth potential and an extensive research process, his Technology Portfolio
achieved the greatest performance of the five sectors in BIG in the 2013 calendar
year. In 2014 the portfolio has continued to see appreciation through the ups and
downs of the more volatile technology sector.

8. Doug Rothfeldt (Goldman Sachs)
Giuliano Blei (Ladenburg Thalmann)
Will Baker (Credit Suisse)
Matt Reyes (Bain & Company)
Casey Jones (Bain & Company)
Michael Singelyn (Fortress Investment Group)
Founding Six

9. Senior Board Members:
Doug Rothfeldt – President, Chairman
Giuliano Blei – Senior Advisor, Healthcare
Portfolio Managers:
Paul Nork – Technology; President, 2014-2015
Hasan Soleja – Healthcare
Arvind Venkataraman – Industrials
Paul Eager – Energy
Salvador Bonilla-Mathe – Consumer
Current Leadership

10. Junior Analyst Team
Jack Shawkey (Soph)
Charley Landen (Soph)
Sohit Dave (Soph)
Nick Noble (Soph)
Sean Milmoe (Soph)
Clare Hewitt (Fr)
Garrett Spriggs (Soph)
Daulton Cockerell (Soph)
Grant DeBease (Fr)
Nathan Gajan (Fr)
Santiago Martinez (Soph)
Tina Huang (Fr)

11. 2014 Scholarship Donation