Presentation and Purpose

2014

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.

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.

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

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

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

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.

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

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

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)

2014 Scholarship Donation