2. ON
THE
RISE
SPRING
2015
2
What’s inside
Photography
by
CNU
student,
Angelica
Shaw
pg 3 Snapshot
pg 4 New leadership
pg 5 New culture
pg 6 Investment Report
pg 7 Third Annual Financial Summit
pg 8 CEE Fund Goes Green
pg 9 Newport News Library Outreach
pg 10 Advisory Board implementation
pg 11 New donor benefits
pg 12 +Bonus updates
ON THE RISE
ceefund.cnu.edu
invest
in
education
3. ON
THE
RISE
SPRING
2015
3
SNAPSHOT
46
Active members
Over
$60,000
3 2 1
AUM
Over
20%
ROI
Educational events
Financial Summit
Financial Literacy Classes
Trading Tuesdays
Portfolios
Standard Portfolio
Green Portfolio
Scholarship for $1,000 (October 2014)
This was the second scholarship we
have awarded. We are currently
funding scholarships at a rate of 1 per
year and are looking to double this to
1 per semester. Congrats Thuy Pullen!
4. ON
THE
RISE
SPRING
2015
4
NEW LEADERSHIP
Mitch
Phillips,
CEO
Junior:
Finance/Marketing
Faris
Sleem,
CIO
Junior:
Finance
Minor
in
Spanish
Leighton
Stone,
CDO
Senior:
Finance/Management
Minor
in
German
Marshall
Segars,
CFO
Sophomore:
Finance/Accounting
Minor
in
Economics
Ryan
Carwile,
COO
Junior:
Communications
Minor
in
Psychology/Sociology
Additionalleadership
Check out
ceefund.cnu.edu for fullbios of Fund members
Connect with us on
LinkedIn!
5. ON
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RISE
SPRING
2015
5
AND MUCH MORE…
Contestants manage a simulation portfolio
on Investopedia for a month with $10,000
in it. Person with greatest ROI is the
winner. Open to any CNU student.
NEW CULTURE
Putting the ‘fun’ in CEE Fund is a harder task than it appears. On top of school,
social lives, work, Greek life, other organizations and maybe even a little sleep, CEE
Funders then have to commit to meetings throughout the week to progress the
Fund. So, being with the CEE Fund might as well be an enjoyable time. Here are
some things we’ve implemented to make the CEE Fund more exciting:
WOLF OF THE WEEK
AKA EMPLOYEE OF THE WEEK
INVESTMENT MADNESS
THE ULTIMATE TOURNAMENT
WOLF OF WARWICK
INVESTING CHALLENGE
A member gets recognized each week
for his/her outstanding performance
A 32 stock bracket full of the stocks in
the DOW and two wild cards. Fund
members set their brackets and hope for
victory.
A goal this year was to get every one more
involved in CEE Fund social events and we
did just that.
6. ON
THE
RISE
SPRING
2015
6
INVESTMENT REPORT
and investment team update
The CEE Fund investment portfolio has had outstanding success
recently. Our mutual fund holdings have been providing much better
returns recently and our stocks have had amazing returns. Since the
new year (81 days), our stocks have provided almost a 10% return. This
is over five times that of the return of the S&P 500. Currently, we are
looking to diversify our portfolio with more exchange-traded funds and
change one of our mutual fund holdings so that we can continue to
outperform the market. Another big upcoming project for the
investment team is managing the money we received from the
sustainability grant. The grant will provide us with $5,000 that will be
invested in sustainable stocks and exchange-traded funds in the weeks
to come.
A great success of the investment team this semester has been
Trading Tuesday's. Trading Tuesday's are seminars that the investment
team holds every Tuesday open to all students in order to encourage
financial literacy and promote personal investment. Although we
mainly focus on personal investment, we also have multiple speakers
lined up for the coming weeks to come share some of their experience.
Overall, the investment team is working hard to continue to have our
holdings outperform the market and promote financial literacy within
the community at CNU.
Faris Sleem, CIO
10%
Return in
Q1 2015
Trading
Tuesdays
Green
Portfolio
7. ON
THE
RISE
SPRING
2015
7
THIRD ANNUAL FINANCIAL SUMMIT
and operations team update
The Operations team this year has gone through several changes
that are worth noting. As happens every year we have changed the
guard at our Chief Operations Officer position. Our former COO Mitch
Phillips has left the Operations team for greener pastures to become the
CEE Fund’s CEO and we have welcomed in our new COO, Ryan Carwile.
Operations team has also welcomed in new members, expanding our
team to 10 members. Part of this expansion was due to the merge that
Operations team has had with the HR team. This merge has led to
Operations team having an expanded role and a variety of new tasks to
handle such as elections, attendance, and keeping up Fund morale.
As much as things have changed, the Operations team continues
to put on the CEE Fund’s staple event, the Financial Summit. This year,
the 3rd
Annual Financial Summit brought in 8 business professionals
who spoke about various topics relating to finance such as Financial
Life Planning, Foolish Investing, and Starting your own Business. The
event once again experienced success as more than 300 students
showed up excited to learn. One aspect of the Financial Summit this
year that is worth noting is that the quality of speakers we had were
unprecedented. Our speakers have or still work for some great
companies such as The Motley Fool, NASA, Morgan Stanley, and
Davenport and Company.
We’d like to give a special thanks to Jason Moser (keynote) and
our other speakers for helping us make this event as great as it was.
Ryan Carwile, COO
HR
Merge
FS
2015
8. ON
THE
RISE
SPRING
2015
8
CEE FUND GOES GREEN
and development team update
It's hard to believe that the semester is quickly coming to an end, yet
reflecting on this semester I am proud to see all that the Fund has
accomplished. The Development team has been hard at work, but has
focused more on support systems and future sustainability that will allow
the Fund to operate more efficiently as successors take upon the challenge
as opposed to building our account value. In order to better serve our
donors, we have implemented a Customer Relationship Management
system that allows us to keep records of conversations and key details of
prospective donors, notes on existing donors as transitioning between
officers can make it difficult to know each donor personally, and lastly the
donor levels in which each person is placed. With systems such as these,
we can take more time to get to know you in the future!
Additionally, we are excited to announce another fantastic
opportunity for the Fund. We have now affiliated with the CNU Sustainability
Program (a part of Dominion Enterprises) where we wrote a grant to
highlight the importance of CEE Fund and its goal of continued
sustainability. In this grant, we elected to expand our portfolio horizons,
which will now include funding to be allocated towards sustainable firms.
With a focus on purely sustainable firms, this portion of our portfolio allows
new research positions to be created within the Fund, as well as promotes
the importance of working together towards a more sustainable planet.
What a truly exciting semester it has been!
Leighton Stone, CDO
Thank you Dominion Power, Dr. Hettche, and the Green
Grant Committee for making this possible. Special shout
out to former CEO, Tommy Doyle, for leading the grant
writing and idea.
CRM
System
Green
Grant
9. ON
THE
RISE
SPRING
2015
9
NEWPORT NEWS LIBRARY OUTREACH
and finance team update
There have been a lot of exciting new things happening with the
Finance Team as of lately. Our funds value is now over $60,000 and
continues to rapidly grow. Another new thing being implemented is we are
starting to do financial forecasts each month to try and increase morale so
we can try to hit our own benchmarks.
This past school year, the CEE Fund has transitioned to being
known as the pinnacle for teaching financial literacy among students and
soon to the Newport News residents. The financial literacy program we
hold every semester is gradually gaining more popularity on campus, and
we have only heard positive things on the knowledge they are gaining. We
are also starting to plan a new program with the Newport News Library
System, to work with their after school program for teens in high school
educating them on financial topics. We will be covering everything from
budgeting, the economy, and fundamentals of investing in an interactive
way. We look forward to expanding our horizons and welcome any
questions or comments that you may have at any time regarding our
activities. Thank you for your continued support.
Marshall Segars, CFO
Financial
Forecasting
Financial
Literacy
2.0
10. ON
THE
RISE
SPRING
2015
10
Every great group needs a great Board of Advisors to keep the vision
going. This is especially true in a situation like the CEE Fund, where you have
rapid turnover in leadership roles due to graduation.
The advisory board will be set up to keep a clean, consistent concept of
the Fund’s goals and values, provide mentorship, improve community out reach
and serve as a connection between current fund members and alumni.
The details are still being finalized, but the board will most likely consist of
our current academic advisors, some donors, CEE Fund alumni and CNU alumni
not associated with the CEE Fund.
The board will have limited rights as we want to ensure the Fund remain
student-run. We are looking to have semi-annual meetings, which would give
current members insights that have not been attainable thus far.
This will be a fantastic opportunity for both Fund members and advisors. If
you’d like to get involved or subscribe for updates on how we’re coming along
with the advisory board email ceo.ceefund@cnu.edu
ADVISORY BOARD IMPLEMENTATION
Become actively involved in one of the most unique student
organizations in the world.
11. ON
THE
RISE
SPRING
2015
11
Next up on our list of goals is to get our total assets to equal $100,000. We
will reach success through applying to new grants, returns on our portfolio,
acquiring new donors, and most importantly, maintaining our current donors. In
the next few months we will be releasing details of our new “tiered” donor
program. This gives bonus benefits to donors based on their involvement with
the fund. Email cdo.ceefund@cnu.edu to get involved!
We can’t wait to start rolling this out to help keep our current donors in the
loop with the operations of the Fund.
- ONE HUNDRED THOUSAND -
60%
NEW DONOR BENEFITS
We plan on having another event similar to the Donor
Appreciation Dinner in the fall. Stay tuned for a full “Donor
Benefit” update then!
invest in education
12. ON
THE
RISE
SPRING
2015
12
BONUS UPDATES
We keep getting greener. We will be heading to
the Virginia Energy and Sustainability
Conference in April to meet with businesses to
discuss the impact of sustainable energy on the
environment and the economy.
Next year we will have our own Fund office. Here
we will be able to hold interviews, small meetings
and have a home base that people can go to with
investing or personal finance questions.
We were featured in the annual campus
magazine, CNU on the Move!
13. ON
THE
RISE
SPRING
2015
13
Written and designed by Mitch Phillips, CEE Fund CEO
DESIGNEDBYMITCH.WEEBLY.COM
ON THE RISE
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ceefund@cnu.edu
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Thank you for your support of the Fund
ceefund.cnu.edu
