Financial Analysis Team Project

Overview:
Your team works for a major mutual fund management company. Your boss is the lead fund manager for a technology investment fund specializing in an area set forth below. Your task is to develop a professional, 10- to 15-minute (maximum) presentation dealing with investment in the technology area of your fund. Because the fund company is paying you "top dollar" to guide investment decisions, your boss expects your presentation to be "top quality." At a minimum, this means that your presentation will make use of computer presentation technology (PowerPoint slides and/or the Internet), appropriate handouts, etc., to present an overview of investment opportunities and strategy in your technology area.

Remember, your presentation is to be directed at a fund manager who makes buy/sell decisions based on your recommendations, not at a class. This means that, although there are questions listed below to guide you, your presentation should not be a series of answers to the questions. Instead, it should be a professional presentation dealing with the knowledge and information needed to guide investment policy. Any presenter who makes a statement such as, "The second question we had to answer was ...," will earn a 10-point deduction for his/her team on this project.

Deliverable:
The team will prepare a 15 slide (max) PowerPoint presentation that emphasizes charts and graphs, keeping text to a minimum. A two-page (max) narrative will be prepared to accompany the slides. The narrative portion may be a Word document or you may utilize slide notes in PowerPoint. This deliverable will be attached and uploaded to a posting in the Discussion List area for all student teams to download and review.

Start Date – Schedule – End Date
Please see the Course Schedule for the dates of this project. They will be posted in the Organizer