Guest Speakers

NOTE: Some of these files contain copy write information that has been generously given to the Messiah College investment club. Therefore, these materials are to be used for investment club purposes only!

2009-2010

Brandon Rogers (Former JPMorgan Chase Derivatives Trader) 

• Derivatives, Defined

Jeff Rosser (Investment Club Co-President)

• Risk Tolerance

2008-2009

Brandon Rogers - Derivative Trader at JPMorgan Chase

• Derivatives, Defined
• Covered Calls

2007-2008

Rusty Leonard - Founder and CEO of Stewardship Partners delivered a presentation about Biblically Responsible Investing.

• Biblically Responsible Investing
• Scriptural Basis for Biblically Responsible Investing
• Wisdom from the Wise
• Virtue Outperforms Vice on Wall Street
• Investment Strategies Handbook
• Stewardship Partners Investment Philosophy
• MinistryWatch Shining Light Ministries
• BRII sample ratings report
• BRII sample full ratings report
• World Magazine Cover
• Rusty Leonard Flyer

Ken Moreland - Vice President and Chief Financial Officer of T. Rowe Price Group held a seminar style event that combined both the investment club and the investment class. Several club members also had the privilege to eat lunch with Mr. Moreland in the college guest house to continue the discussion from the previous night.

• Ken Moreland Flyer

Meredith Bicknese - Former Investment Club President gave a presentation analyzing Ebay as an investment.

• Ebay Handout

Jeffrey Rosser and Edward Palmer - Current Investment Club Presidents held a presentation and seminar in which non-investment club students learned about the basics of investing in stocks.

• Investing 101 PowerPoint Presentation

David Riley - Former Investment Club President came back to Messiah to deliver a presentation to new investment club members about the basics of the stock market.

• Investing in stocks overview PowerPoint Presentation
• Presentation Notes

2006-2007

Linden Hustedt - Principal at Bala Financial gave an interesting presentation about longterm and retirement investing. He demonstrated how the market performance during the time period of withdraw(retirement) is more critical than the growth period.

• The Sequence of Return Matters
• Asset Allocation

Todd Mariano - Wallstreet Investment Banker shared his career experiences with investment club members in the pdr room. He discussed the exciting and fast-pace lifestyle of investment banking and stock trading and the difficulties that come with it.  Mr.  Mariano worked in the World Trade Center during the terrorist attacks on September 11th and he shared the horrific experience and how he narrowly escaped with his life.