Penn State
Investment Association

General Body Meeting: In our first PSIA General Body meeting, you will learn more about the Nittany Lion Fund and our sector teams, our history and structure, and a general overview of the schedule for the rest of the semester. At the end of the meeting, you will have the opportunity to sign up for a sector and network with Fund Managers and connect with them!

Sector Breakout Meeting: No sector breakout meeting this week! Take this time to sign up for a sector and learn more about it before next week!

General Body Meeting: During this PSIA meeting, you will hear from several of our senior Nittany Lion Fund Managers that will discuss their Penn State experience, their journey joining the Nittany Lion Fund, as well as their junior internship experience. PSIA Analysts will also be able to ask their own questions to the panel as well.

Sector Breakout Meeting: At your first sector breakout meeting, you will meet with your respective sector’s team and learn more about the sector, including their holdings and outlook for the semester. Additionally, your sector will go over the Sector Breakout Meeting schedule for the remainder of the semester and give you the opportunity to connect with them individually afterward.

General Body Meeting: At this PSIA meeting, you will learn more about investing and basic finance terminology. We will also go over several applications available for use in the Rogers Family Trading Room, including S&P Capital IQ, FactSet Workstation, and Bloomberg Terminal. We will walk you through how to create an account for each, in addition to the useful features available for each piece of software that you can use throughout your college career.

Sector Breakout Meeting: During this sector breakout meeting, you will learn more about the networking process, including how to send networking emails, how to conduct a networking call, and other important information about the networking and recruitment process. After this sector breakout meeting, we encourage PSIA analysts to network with their respective sector to learn more about our Fund Managers and apply their new networking skills.

General Body Meeting: Have you ever heard of “Buy vs. Sell side” in finance and wonder what that actually means? At this PSIA meeting, we will go over the various career paths within finance and differentiate between the buy and sell side within the financial industry. We will talk about investment banking, sales & trading, asset management, and more.

Sector Breakout Meeting: Accounting is the language of business and the most fundamental subject to learn for Wall Street interviews. At this sector breakout meeting, your sector will go over the three main accounting statements, including the income statement, balance sheet, and statement of cash flows. We will discuss how the accounting statements work, the important line items within them, and how they all link together.

General Body Meeting: One of the most important habits to get into while studying finance is to keep up with the news. During this PSIA meeting, we will go over how to better understand and analyze news and discuss how it affects the financial markets. We will also go over various resources that you can use for news, in addition to how to sign up for them as a Penn State student.

Sector Breakout Meeting: An important method of being able to evaluate a company is to compare it against its peers within the market. In this sector breakout meeting, your sector will teach you how to compare a company to its competitors, including how to pick appropriate competitors and the methods of analyzing a company with its comparables.

General Body Meeting: As we get closer to Nittany Lion Fund interviews, it is time to start applying the knowledge that you have gained over the last few weeks of meetings to start preparing for a Wall Street job interview. During this PSIA meeting, we will teach you how to create a market outlook that can be used in finance interviews and give you other tips for the interview process.

Sector Breakout Meeting: During this sector breakout meeting, your sector will teach you the important formulas and terms that you need to know to prepare for finance interviews and the next sector breakout meeting on discounted cash flow. This includes the terminal value method (TVM), weighted average cost of capital (WACC), and the capital asset pricing model (CAPM).

General Body Meeting: Analyzing an investment can be a complex process. There are various methods to evaluate a company, including fundamental and quantitative analysis. During this PSIA meeting, we will go over how to analyze a company and leverage research and recent news to make better investment decisions. At the end of this meeting, you will have the opportunity to sign up for the PSIA Stock Pitch Competition, where you can compete with other PSIA Analysts by creating a mock stock pitch to apply the skills that you have learned throughout the semester!

Sector Breakout Meeting: A common valuation technique that we use within the Nittany Lion Fund is the discounted cash flow analysis, also known as a DCF. During this sector breakout meeting, your sector will run through a sample DCF model and explain the important components of a DCF valuation that impacts a company’s projected share price.

General Body Meeting: One of the most important responsibilities Fund Managers have within the Nittany Lion Fund is pitching companies to either buy, sell, add, or shave within the portfolio. During this PSIA meeting, we will explain how we analyze companies for our own stock pitches by running through a recent pitch from one of our sector teams.

Sector Breakout Meeting: During this sector breakout meeting, your sector will review how to create an adequate market outlook for Wall Street interviews. In addition, you will have the opportunity to get your market outlook reviewed by the Fund Managers within your sector to receive feedback and go over basic market-related job interview questions.

General Body Meeting: Instead of a PSIA General Body Meeting this week, we will be conducting the preliminary rounds for the PSIA Stock Pitch Competition. Make sure that you sign up to compete for the chance to present your pitch in front of NLF Fund Managers!  

Sector Breakout Meeting: At this sector breakout meeting, your sector will go over how to format a professional resume for job interviews. You will also be able to share your resume with your sector so that they can review it and give constructive feedback in preparation for NLF Interview Week.

General Body Meeting: At our culminating PSIA meeting, the finalists for the PSIA Stock Pitch Competition will present their pitches to the entire PSIA General Body. At the end of the meeting, NLF Fund Managers will vote to crown our PSIA Stock Pitch Competition champion for the semester!

 Sector Breakout Meeting: For the last sector breakout meeting, your sector will hold office hours to answer any outstanding questions that you may have for upcoming Nittany Lion Fund interviews and practice any interview questions that you may need help with.

Check our Instagram and the PSIA Canvas page for updates