Spring 2019-Fall 2019

Morning Star Finance Joint Project with Notre Dame

Finance Presentation in Chicago on April 12th

 Joint project with Notre Dame SIBC

 Morningstar is a market leader in investment research. This project takes students through valuation methods in determining buy, sell, or hold guidance on a stock and will consist of a blend of quantitative and qualitative analysis. The project will culminate in a presentation to Morningstar in Chicago. This presentation is intended for the education of students and simulates the work that Morningstar would do in creating their equity research.


Kite Global Advisors: Women’s Forum for the Economy & Society in Kyoto (Travel to Paris in Fall)

Objective: To prepare a communique to the G20 on how to unlock women’s leadership for climate solutions and drive greater gender equality by reducing the impact of climate change on women.
Research leading up to communique:
 Research on G7, G20 and other communiques and analysis of common features, e.g., length, number of recommendations, groups consulted, timing in relation to summits.

 Research on G20 Japan: changes from previous G20 summits, changes in membership, topics planned for discussion, etc.

 Research on climate discussion in Japan, e.g., thematic analysis, major

TL Fab-Orange County

Students will work with TL FAB on a product and help in the marketing / website design / strategic launch areas
Market: Construction

Problem: We have developed a stair tread concept that we believe can disrupt the current marketplace. However, it means launching a new product and creating the right marketing / sales processes to ensure success.

Deliverables: We are ultimately looking for help in establishing a marketing plan. This is inclusive of the following:

1) What our online presence (website and marketing) should look like / include.
2) What our physical marketing materials should look like
3) What should our target customers be and how do we get in front of them?


Annual Buy-Side Presentation with Notre Dame and Benedictine College SIBCs, at Notre Dame April 12 (Travel April 11-14)

 Presentation Prompt: If you were the Chinese or US delegates to the China/ US trade negotiations what would you do differently? What are the ramifications of a failure and which currencies will be affected more? How would you do things differently?  How do Fed policies tie into this? How does Brexit fit in? Does it fit in?

 Tour Notre Dame and connect with SIBC council members
 Network with business leaders and SIBC alumni
 This annual presentation is created by our SIBC benefactor Frank Potenziani