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<p class="MsoNormal">Hi everyone, </p>
<div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">We in OUSFIMG are really excited to update our alumni with the recent news:<o:p></o:p></p>
<p class="MsoNormal"><b>Finance Student Group of the Year 2020-2021 was OUSFIMG!</b><o:p></o:p></p>
<p class="MsoNormal"><b> </b><o:p></o:p></p>
<p class="MsoNormal">Last Friday, we gave a presentation to the Finance Advisory Council (FAC) and we are extremely thankful to many Fixed alum who showed their support. Attached are the slides from our presentation.
<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">2020 was challenging but growing year for the group, yet this semester starting 2021 has brought new accomplishments.
<o:p></o:p></p>
<p class="MsoNormal"><b> </b><o:p></o:p></p>
<p class="MsoNormal"><b>Portfolio: </b><o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo1">Significantly reduced tracking error in both portfolios, and outperformed the Aggregate by 3bps in Traditional YTD (-3.34%), due to concerns about inflation and an underweight duration
stance in the portfolio. However, ESG underperformed by 20bps in ESG YTD (-3.57%) due to overweight corporate positions.
<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo1">First International Investment in Several Years Alibaba 3.4% 12/06/2027</li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo1">First Utilities Pitch (while not bought) Duke Energy Indiana 3.75% 05/15/2046
<o:p></o:p></li></ul>
<p class="MsoNormal" style="margin-left:.25in"> <o:p></o:p></p>
<p class="MsoNormal"><b>Placement:</b><o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo2">Even with tough recruiting times, we have had 11+ internships confirmed for Summer 2021<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo2">First Private Equity Internship secured by a student | Sophomore Jack Heuter Cinven (NYC)<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo2">Companies represented by our Graduating Seniors:
<o:p></o:p></li></ul>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level2 lfo2">Banks: Goldman Sachs (IB), JP Morgan Chase (AM), Credit Suisse (S&T), Deutsche Bank (IB),
<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level2 lfo2">Other Companies: Ernst & Young (Advisory) , Dicks Sport Goods (Finance Development Program)<o:p></o:p></li></ul>
</ul>
<p class="MsoNormal"><b>Activities: </b><o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">First Computer Science Major Recruited in 6 Years<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Quantitate Strategies Team emailed biweekly reports detailing movements in the markets and our portfolios<o:p></o:p></li></ul>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level2 lfo3">The team covered their use of Monte Carlo Simulations, Bloomberg API tools, and broader topics such as Blockchain<o:p></o:p></li></ul>
</ul>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Weekly New Kid Trainings, Weekly Advanced Trainings, and a number of impactful Networking Calls<o:p></o:p></li></ul>
<p class="MsoNormal"><b> </b><o:p></o:p></p>
<p class="MsoNormal"><b>Are you looking to get Involved?</b><o:p></o:p></p>
<p class="MsoNormal">One of our greatest strengths in the group is the involvement and support of alumni, such as yourself. We are always happy to take a call with anyone interested to give us their time and share their career experience/advice with the group.
If you are interested in having an engagement of some sort, please message me at 216-401-2106!
<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><b><u>Gear</u></b><o:p></o:p></p>
<p class="MsoNormal">We are ordering a t-shirt and sweatshirt for apparel this semester. If interested, the T-Shirt is $10 and the sweatshirt is $25. Here is the
<a href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdocs.google.com%2Fforms%2Fd%2Fe%2F1FAIpQLSeLKZNVs7r7Z8vmIS_RSMt8udsFxEYdBlv1LgJ8yQsR0a6_DQ%2Fviewform&data=04%7C01%7Cousfimg_alumni%40listserv.ohio.edu%7Cf8f867445cfb45341e8208d90117e788%7Cf3308007477c4a70888934611817c55a%7C0%7C0%7C637542025500859629%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=N3rT6Ag15bR1qvdXten6fK9cSRfDlMof7Sk9O6e%2FRRY%3D&reserved=0" originalsrc="https://docs.google.com/forms/d/e/1FAIpQLSeLKZNVs7r7Z8vmIS_RSMt8udsFxEYdBlv1LgJ8yQsR0a6_DQ/viewform" shash="xjPF1JSEvX4bEcqek0xR4gtvQBwKUkvvMyi5S2J/Z8+cUn5C32Znycjj5xzVztCOFQkzukpWas79BFTNdHoquCMHEzO++csyDd0QMDnLLlsyh+ITSlTCa2zCAF86BD6sWGAVzYoNozdSwD6bKfHJTw3q3dlIj3u8V0hprd49VcE=">
link</a> to put your name and you size by Sunday at Noon! Payment (Venmo Elsa - @elsa-gran)<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Stay Connected with OUSFIMG Social Media | <a href="https://www.instagram.com/ousfimg/">
<span style="color:#0563C1">Instagram</span></a> | <a href="https://www.linkedin.com/company/ohio-university-student-fixed-income-management-group/">
<span style="color:#0563C1">LinkedIn</span></a> <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Lastly, with the university in need monetary funds, we are working on setting opportunities for giving back to the program. If you have any interest in doing so please reach out to me as well, and we can set up a meeting to talk about philanthropic
opportunities for OUSFIMG. <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Best,<o:p></o:p></p>
<p class="MsoNormal">Abe Dalisky President<o:p></o:p></p>
<p class="MsoNormal">Lauren Bailey VP of Ops<o:p></o:p></p>
<p class="MsoNormal">Nate Bilski VP of Investments <o:p></o:p></p>
<p class="MsoNormal">Sam Ellis VP of Portfolio<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;color:black">Abe Dalisky</span></p>
<p class="xmsonormal"><span style="font-size:9.0pt;color:black">Ohio University | Honors Tutorial College 22</span></p>
<p class="xmsonormal"><i><span style="font-size:9.0pt;color:black">Business Analytics, Finance, and Management Information Systems</span></i></p>
<p class="xmsonormal"><span style="font-size:9.0pt;color:black">Ohio University Student Fixed Income Management Group President</span></p>
<p class="xmsonormal"><span style="font-size:9.0pt;color:black">Enactus Ohio President</span></p>
<p class="xmsonormal"><span style="font-size:9.0pt;color:black">Select Leadership Development Program</span></p>
<p class="xmsonormal"><span style="font-size:9.0pt">ad400417@ohio.edu | 216-401-2106</span></p>
<p class="xmsonormal"> </p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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