Undergraduate Investment Club Budget
FY2010 (July 1, 2009 - June 30, 2010)
Our mission is to unite students interested in investment with outstanding educational and practical experience needed for a successful career. The Undergraduate Investment Club of Carnegie Mellon University will help develop students interest in investment by providing extensive opportunities through events and workshops.
In order to accomplish our goals, the Undergraduate Investment Club (UIC) will offer a variety of interactive activities. The club will hold stock competitions of its own on campus to give members a preview of the stock market, and helping them prepare for their future investment endeavors. In addition to competitions, UIC will hold Investment Tutorials for anyone interested in learning about the fundamental strategies of investment.
JFC Rep:
Summary
| Requested |
| Expenditures |
$2,740.00 |
| Capital |
$0.00 |
| Revenue |
($500.00) |
| Final |
$2,240.00 |
| Recommended |
| Expenditures |
$1,240.00 |
| Capital |
$0.00 |
| Revenue |
($500.00) |
| Final |
$740.00 |
| Final |
| Expenditures |
$1,240.00 |
| Capital |
$0.00 |
| Revenue |
($500.00) |
| Debt |
($0.00) |
| Rollover |
($0.00) |
| Total Subsidy |
$740.00 |
| FY10 Starting Balance |
$740.00 |
Revenue
| Object Code |
Requested |
Recommended |
Final |
Description |
| Donations/Contributions (-) |
$200.00 |
$200.00 |
$200.00 |
Tepper School food allowance
|
| Events and Activities (-) |
$300.00 |
$300.00 |
$300.00 |
Planning a fundraiser that will benefit the UIC. Potenially a pay-to-play trading tournament on Umoo.com
|
| Sub-Total |
-$500.00 |
-$500.00 |
-$500.00 |
|
Annual Investment Conference
| Object Code |
Requested |
Recommended |
Final |
Description |
| Airfare Domestic (+) |
$1,000.00 |
$500.00 |
$500.00 |
Roundtrip airfare for 4 speakers from NYC securities firms
|
| Advertising Public Relations (+) |
$120.00 |
$120.00 |
$120.00 |
Flyers, one large banner, and pamphlets to hand out at the conference
|
| Non Travel Business Meals (+) |
$80.00 |
$80.00 |
$80.00 |
Lunch and Dinner for the 4 speakers
|
| Sub-Total |
$1,200.00 |
$700.00 |
$700.00 |
|
Semi-Annual Trading Competition
| Object Code |
Requested |
Recommended |
Final |
Description |
| Capital Software (+) |
$250.00 |
$250.00 |
$250.00 |
Cost of hosting online with a premium-online trading platform (twice - we have a competition each semester). Have had a lot of problems with the free platforms
|
| Advertising Public Relations (+) |
$40.00 |
$40.00 |
$40.00 |
Flyers, banner to advertise
|
| Books (+) |
$200.00 |
$200.00 |
$200.00 |
Finance-related books and DVD prizes to the top 5 finishers
|
| Sub-Total |
$490.00 |
$490.00 |
$490.00 |
|
Bloomberg Terminal
| Object Code |
Requested |
Recommended |
Final |
Description |
| Capital Software (+) |
$1,000.00 |
$0.00 |
$0.00 |
A Bloomberg Terminal is essential to the advancement of undergraduate students interested in finance at CMU. We will work with the Tepper School to complete the purchase and place the terminal.
There is an annual subscription fee associated with the terminal that is ex
|
| Sub-Total |
$1,000.00 |
$0.00 |
$0.00 |
|
Uncategorized Items
| Object Code |
Requested |
Recommended |
Final |
Description |
| Advertising Public Relations (+) |
$50.00 |
$50.00 |
$50.00 |
General advertising for the club
|
| Sub-Total |
$50.00 |
$50.00 |
$50.00 |
|
By Object Code
| Object Code |
Requested |
Recommended |
Final |
Description |
| Advertising Public Relations (+) |
$120.00 |
$120.00 |
$120.00 |
Flyers, one large banner, and pamphlets to hand out at the conference |
| Advertising Public Relations (+) |
$40.00 |
$40.00 |
$40.00 |
Flyers, banner to advertise |
| Advertising Public Relations (+) |
$50.00 |
$50.00 |
$50.00 |
General advertising for the club |
| Airfare Domestic (+) |
$1,000.00 |
$500.00 |
$500.00 |
Roundtrip airfare for 4 speakers from NYC securities firms |
| Books (+) |
$200.00 |
$200.00 |
$200.00 |
Finance-related books and DVD prizes to the top 5 finishers |
| Capital Software (+) |
$250.00 |
$250.00 |
$250.00 |
Cost of hosting online with a premium-online trading platform (twice - we have a competition each semester). Have had a lot of problems with the free platforms |
| Capital Software (+) |
$1,000.00 |
$0.00 |
$0.00 |
A Bloomberg Terminal is essential to the advancement of undergraduate students interested in finance at CMU. We will work with the Tepper School to complete the purchase and place the terminal. |
| Donations/Contributions (-) |
$200.00 |
$200.00 |
$200.00 |
Tepper School food allowance |
| Events and Activities (-) |
$300.00 |
$300.00 |
$300.00 |
Planning a fundraiser that will benefit the UIC. Potenially a pay-to-play trading tournament on Umoo.com |
| Non Travel Business Meals (+) |
$80.00 |
$80.00 |
$80.00 |
Lunch and Dinner for the 4 speakers |
By Ocode
| Requested |
| Advertising Public Relations |
$210.00 |
| Airfare Domestic |
$1,000.00 |
| Books |
$200.00 |
| Capital Software |
$1,250.00 |
| Donations/Contributions |
$200.00 |
| Events and Activities |
$300.00 |
| Non Travel Business Meals |
$80.00 |
| Recommended |
| Advertising Public Relations |
$210.00 |
| Airfare Domestic |
$500.00 |
| Books |
$200.00 |
| Capital Software |
$250.00 |
| Donations/Contributions |
$200.00 |
| Events and Activities |
$300.00 |
| Non Travel Business Meals |
$80.00 |
| Final |
| Advertising Public Relations |
$210.00 |
| Airfare Domestic |
$500.00 |
| Books |
$200.00 |
| Capital Software |
$250.00 |
| Donations/Contributions |
$200.00 |
| Events and Activities |
$300.00 |
| Non Travel Business Meals |
$80.00 |
Summary
| Requested |
| Expenditures |
$2,740.00 |
| Capital |
$0.00 |
| Revenue |
($500.00) |
| Final |
$2,240.00 |
| Recommended |
| Expenditures |
$1,240.00 |
| Capital |
$0.00 |
| Revenue |
($500.00) |
| Final |
$740.00 |
| Final |
| Expenditures |
$1,240.00 |
| Capital |
$0.00 |
| Revenue |
($500.00) |
| Debt |
($0.00) |
| Rollover |
($0.00) |
| Total Subsidy |
$740.00 |
| FY10 Starting Balance |
$740.00 |
