Co-Presidents:
2012-2013: Ryan Kennedy, George Hoffman
2011-2012: Ian Ellis-Jones and Dan Hurley

Meeting Chair:
2012-2013: John Astarita
2011-2012: Jeremy Pellizzari

Chief Financial Officer:
2012-2013: Matthew Buechele
2011-2012: Ryan Kennedy

Chief Risk Officer:
2012-2013: Joe Esposito
2011-2012: Simeon Kawakami

Director of Public Relations:
2012-2013: Kelechi Nwokocha
2011-2012: Susan Jacobson

	Ben Gibson	Jorge Perez	Ryan Dunnigan
	Christopher Garcia	Kathryn Pendergast	Ryan Kennedy
	Dan Hurley	Kelechi Nwokocha	Ryan Ranada
	Deven Gould	Kyle Eastman	Shawn Laljit
	Drew Sweeney	Matthew Buechele	Simeon Kawakami
	George Hoffman	Michael Briggs	Susan Jacobson
	Ian Ellis-Jones	Michael Biagi	Victoria MacMillan
	Jeremy Pellizzari	Olivier Habimana	Vladimir Pantilei
	Jim Carroll	Peter Alfieri	Yujin Moon
	Joe Esposito	Richard Yun	Karl Kotowski
	John Astarita	Roman Beleuta

Advisory Board:
Gary Jacobson
DeForest Hinman
Matt Reiner
Prof. Christophe Faugere
Prof. Hany Shawky
Prof. David Smith

March 2012 Monthly Statement

Quarterly Report

Follow the UASBIG Analysts’ blog posts

Recruiting is done during the fall semester. The group admits only students with a solid academic record.  Candidates must possess excellent critical thinking and time management skills. The main recruitment season consists of presentations by current officers and members in lecture center classes, as well as mass e-mails sent to all School of Business students. Interested candidates are also encouraged to speak with current members in order to gain insight about the group, as well as the level of commitment that is required.

Do you think you might be interested in applying for a position as an analyst in UASBIG?
Here are some of the most common benefits that membership in UASBIG provides to its members:

• The opportunity to bridge the gap between what’s learned in the classroom and what’s actually done on “the street”
• The opportunity to network with and learn from alumni and advisory board members
• The opportunity to set yourself apart from other job candidates in a job field that is increasingly competitive
• Becoming fluent in the language of financial analysis, specifically, knowing how to make sense of financial statements and company reports
• The opportunity to learn how fundamental equity research is done, and to value an equity security
• The opportunity to manage a “live” portfolio of assets
• The opportunity to work in a fast-paced, team oriented environment with peers who share similar interests with you, and who are motivated to succeed

While UASBIG provides unlimited benefits there are also strong responsibilities associated with being a member of the group.  UASBIG manages a “live portfolio” therefore active management of securities and industries will be required.  Each member is also required to create and update extensive Excel models, a process that is both challenging and rewarding for analysts.
Have any questions or concerns? Feel free to email questions to uasbig@gmail.com

To further build the group, an advisory board of faculty and alumni was created to combine both academic and “street” insight to be used in evaluating the group’s investment proposals, as well as to help guide the direction of the overall group. The advisory board is comprised of the following distinguished Alumni and School of Business faculty:

Gary Jacobson, BA ’82, MBA

After earning his MBA, Gary started out on the sell-side, and quickly became a well-known retail analyst. After creating a long track record of solid investment recommendations, notably Coleco during “Cabbage Patch Kids” mania, as well as Blockbuster when the chain only had 18 stores, he was named “All Star Analyst” in the Entertainment Industry by The Wall Street Journal in 1997. He then decided to take his expertise and instinct for picking winners to the buy-side, where he spent 12 successful years. Gary currently manages his own hedge fund, and remains an active alumnus within the University community. Gary brings a tremendous amount of insight, critical thinking, enthusiasm, and passion to the group.

DeForest Hinman, BA ’05

Enrolled in the Financial Analyst Program during its early stages, DeForest graduated Summa Cum Laude from the School of Business at the University at Albany. After interning at Paradigm Capital Management in 2005, he went back to work full-time as a research analyst. In 2007, DeForest left Paradigm to become a partner in Walthausen & Co., a small-cap value investment management company. He currently is a research analyst for both the small-cap value fund, and small-mid cap value fund. He regularly teaches seminars in security analysis, research, and financial modeling to members of UASBIG. DeForest brings an abundance of knowledge about security selection and modeling, as well as great industry insight.

Matt Reiner, CFA, MBA

Matt started his investment career in 1994 as a sell-side research associate with CL King & Associates. He served as Senior Analyst, Vice President and Portfolio Manager for CL King’s Investment Advisory business, Paradigm Capital Management from 1998-2004. In February 2005, Matt joined Adirondack Funds, where he is currently a Portfolio Manager.  He co-manages the Adirondack Small-Cap Fund, which has received Morningstar’s highest rating over the past three years. Matt brings great knowledge of the field, as well as outside-the-box thinking, and enthusiasm to the group.

David M. Smith, Ph.D. 1989, CFA, CMA

Professor Smith received his Ph.D. from Virginia Tech in 1989. He has received the President’s and Chancellor’s Awards for Excellence in Teaching. An active member of the CFA Institute, he also encourages and advises School of Business students wishing to enroll in the CFA Program. A well-published author, his teaching and research interests include corporate finance and investments. 

Christophe Faugère, Ph.D. 1993

Professor Faugère, Chair of the Finance Department at the School of Business, received his Ph.D. in economics from the University of Rochester in 1993. His principal subject areas in teaching and research include corporate finance, stock valuation models, derivatives, as well as behavioral finance.

Hany A. Shawky, Ph.D. 1978

Professor Shawky received his Ph.D. from Ohio State University in 1978. His principal subject areas in teaching and research include: corporate finance, portfolio management, international finance, stock valuation models, and hedge funds. Professor Shawky brings his passion for research and finance to the classroom, as he teaches the Senior Financial Analyst Thesis class, while working closely with each student.