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The following page is a recreated page of an actual Investment Board site used at Harvard.
All outside links and internal info have been removed.
current allocation of portfolio
INFORMATION CONFIDENTIAL
schedule of stock pitches
We will be working with the Analysts to determine the order of the presentations. All presentations will be held on Sundays from 6:15 to 8:00 pm, location: Dunster Small Dining Room (across from Dunster Dining Hall, J-Entry). Half an hour will be dedicated to deliberation on the stocks pitched during the day; final deliberations and decisions for the SWS portfolio will occur on May 13.
Click on the stock symbols to view the stock report:
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Apr 15, 2007
Dunster Small Dining Room
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Apr 22, 2007
Dunster Small Dining Room
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Apr 29, 2007
Dunster Small Dining Room
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May 6, 2007
Dunster Small Dining Room
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May 13, 2007
Dunster Small Dining Room
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Final Deliberations by SWS Investment Board
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preparation for voting
Saturday :: 3:00 - 6:00 pm :: Dunster Small Dining Room
Download: Excel spreadsheet of Risks and Opportunites (xls)
- Read Aidan's Economic Outlook for SWS (doc)
- Read the Investment Updates from SWS Stock Pitches (doc)
- Enter your Risks and Opportunities for the stock you were assigned (before Friday)
- Make sure you have an idea of your ideal portfolio allocation ready
- Please remember to bring your laptops!
voting procedures
INFORMATION CONFIDENTIAL
Investment Board resources
- Guidelines for SWS Analysts (doc)
- Investment Board Handout with Potential Questions (doc)
- Kristi Jones' Stock Pitch 101 (doc)
- Tracy's Mock Stock Pitch on Chipotle (CMG): presentation | handout | what happened
- Teresa's Mock Stock Pitch on Evercore (EVR) : presentation and handout | what happened
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