Rathin S. Rathinasamy, Professor of Finance at Ball State University's Miller College of Business, presents the A. Umit Taftali Center for Captial Markets and Investing during the lunch break of the 2013 Ball State Foundation PAC Seminar.
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...
Ball State's Wall Street Experience: A Visit to the A. Umit Taftali Center
1.
2. • Inaugurated in Fall of 2010
• The 1300 ft2 facility named after Ball State alumnus Mr.
A. Umit Taftali
• State of the art technology-centered classroom
providing immersive and
hands-on experience on stock valuation & financial
modeling
• http://www.risedisplay.com/clients/ball-state-
university/
3. • Houses 36 workstations – state of the art
computers with dual monitors
• 12 Bloomberg Terminals
• 11 in classroom
• 1 in WB 338 for faculty use
• 2 RISE Stock Tickers displaying stock quotes
• 4 television monitors with display of financial
information
• 2 video walls of 2 television monitors each
4.
5.
6.
7. • We have seen a boost in the number of students
pursuing Finance as a major since the Taftali
Center came into being
• Finance is now the 2nd most popular major in
Miller College of Business after Accounting
8. • We attribute this rise in enrollment to the
“Taftali Effect.”
The Taftali Center is a “must stop” for any tour
of the Whitinger Building.
• Newcomers and visitors are invariably impressed
by the technology and learning environment.
9. • Established August 2005
• Investment of $500,000
• 2012 Investment return 14.2% versus 16.0% S&P
500 Index return
• March 2013 quarterly investment return of
11.85% versus 10.54% S&P 500 Index return
• 7.8% investment return since inception
10. • Bloomberg Financial Data use integrated into the
SMIF stock analysis
• Students use relevant Bloomberg
economic, industry, and company financial data
and derive valuation models for stock selection
• Example: Microsoft Stock Valuation in Spring of
2013
11. • Eight students in the Fall 2012 section of Fin 410 met
with the BSU Foundation board, showcased SMIF
Analysis, and answered several sharp questions from
the board.
• They delivered a stellar performance.
• Ball State participated for the first time in the
University of Dayton (Dayton, OH) Redefining
Investment Strategy (RISE) Symposium & SMIF
Competition in Spring 2013
• RISE is the most prestigious and long-running Student
Managed Investment Fund conference in the USA
12. • In the SMIF competition, universities with
student-managed portfolios are invited to
compete for awards based on their
performance.
• This year, for the first time, Ball State
participated in the RISE 13 SMIF competition.
• We placed SECOND in the Core Investment
Style category.
• Core Style represents stocks that are in the
middle of the range between value and
growth.
13.
14. • Bloomberg Certification has been introduced in 2 semester
investment course sequences
• Fin 310 – Investments 1
• Fin 410 – Investments II
• 50 – 70 students certified each semester since Fall 2012
• In Fin 310, students learn the Core Videos covering Getting
Started, Bloomberg News, Market Monitors, and Fixed
Income Essentials, etc.
• In Fin 410, students master Equity, Foreign Exchange, and
Commodity Essentials and get Bloomberg Certification that
provides students an edge in the job market.
15. • CFP-Board Certified Program – We are investigating the possibilities
• Logistics and Supply Chain Major in ISOM is Already in Place
