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<p class="MsoNormal"><span style="color:black">Hi all!<o:p></o:p></span></p>
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<span style="color:black"><o:p> </o:p></span></p>
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<span style="color:black">I just wanted to update you on what’s going on in the group. We are really excited to be operating back in-person for the first time in 1 ½ years, now being able to utilize our room, and be physically together for pitches and trainings!<o:p></o:p></span></p>
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<span style="color:black"><o:p> </o:p></span></p>
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<b><u><span style="color:black">Homecoming Event (October 9<sup>th</sup>)</span></u><span class="apple-converted-space"><span style="color:black"> </span></span></b><span style="color:black"><o:p></o:p></span></p>
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<span style="color:black">We will be hosting a cook-out at one of our members houses at 12pm on Saturday, October 9<sup>th</sup><span class="apple-converted-space"> </span>for homecoming.<span class="apple-converted-space"> </span><o:p></o:p></span></p>
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If you are planning on attending, please fill out<span class="apple-converted-space"> </span><a href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fforms.gle%2FUxUKTSuv3Zm4Zc6e8&data=04%7C01%7Clb498318%40ohio.edu%7Cfc1afad14b4e4947915a08d98424f9a8%7Cf3308007477c4a70888934611817c55a%7C0%7C0%7C637686116598487509%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=quRsSXu2dsvwOUORW%2Bv93WrObzjkR1l4EWGYa2O2vHs%3D&reserved=0"><span style="color:#0563C1">this
google form</span></a>, so we can properly prepare.<o:p></o:p></li><ul style="margin-top:0in" type="circle">
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We will have food, drinks, and can find a place for you to stay as well!<o:p></o:p></li></ul>
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The address is 36 N High Street for the cookout.<span class="apple-converted-space"> </span><o:p></o:p></li></ul>
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<b><span style="color:black"> </span></b><span style="color:black"><o:p></o:p></span></p>
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<b><u><span style="color:black">New Kids</span></u></b><span style="color:black"><o:p></o:p></span></p>
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<span style="color:black">We are very excited to welcome 4 New Kids to the group this semester! The four new freshman include Phoenix Curry Garcia, Ryan Koenig, Trinity Robinson, and Ryan Russell. A full roster of our 26 students can be found<span class="apple-converted-space"> </span><a href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdocs.google.com%2Fspreadsheets%2Fd%2F1F2lDATB9x04eKRBrwzetTzfi__PY80RDNA8Oz8kGu1s%2Fedit%3Fusp%3Dsharing&data=04%7C01%7Clb498318%40ohio.edu%7Cfc1afad14b4e4947915a08d98424f9a8%7Cf3308007477c4a70888934611817c55a%7C0%7C0%7C637686116598487509%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=gWpZ3Ktb9sTODLM8KHxJN9lvaiAp8dr5oEJ4TfPJJMk%3D&reserved=0"><span style="color:#0563C1">here</span></a>!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> <o:p></o:p></span></p>
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<b><u><span style="color:black">Portfolio</span></u></b><span style="color:black"><o:p></o:p></span></p>
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<span style="color:black">Our ESG portfolio has returned<span class="apple-converted-space"> </span><i>-0.89% YTD</i><span class="apple-converted-space"> </span>and our Traditional Portfolio has returned<span class="apple-converted-space"> </span><i>-0.99%
YTD</i>, versus the AGG’s return of<span class="apple-converted-space"> </span><i>-0.96% YTD</i>. Currently, the value of both portfolios totals $3,239,584. We will be sending out a more detailed Q3 [ report soon!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:red"> </span><span style="color:black"><o:p></o:p></span></p>
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<b><u><span style="color:black">Thoughts on the Market</span></u></b><span style="color:black"><o:p></o:p></span></p>
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<span style="color:black">We are currently operating our portfolio slightly underweight duration, with an inflationary thesis. Additionally, to not trail on yield while being underweight duration, we are slightly overweight corporate names, specifically focusing
on value we see in the technology sector (AAPL 27’, AAPL 50’), long-dated callable bonds (DELL 46’), and other particular areas such as banks (MS 22’, GS 22’, BAC 51’). Currently, we are underweight Mortgage-Backed Securities, yet are steadily increasing this
to get to a level closer to the aggregate, while being cautious of the extension risk posed with the product.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Best,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:black">Lauren Bailey</span></b><span style="font-size:11.0pt;font-family:-webkit-standard;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:black;background:white">Honors Tutorial College<i> </i></span><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:#222222;background:white">|</span><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:black;background:white"> Ohio
University Class of 2023 </span><span style="font-size:11.0pt;font-family:-webkit-standard;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:black;background:white">Accounting</span></i><i><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:#222222"> and Data Analytics Major</span></i><span style="font-size:11.0pt;font-family:-webkit-standard;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:black;background:white">VP of Operations | </span><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:#222222;background:white">Fixed</span><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:black;background:white"> Income
Management Group<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:black;background:white">VP of Member Engagement
</span><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:#222222;background:white">| Select Leaders Development Group </span><span style="font-size:11.0pt;font-family:-webkit-standard;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:black">VP of Member Development </span><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:#222222;background:white">| Alpha Delta Pi Sorority<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Candara",sans-serif;color:#222222;background:white">Teaching Assistant for QBA 2720 & Teaching Assistant Coordinator</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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