COMPANY OVERVIEW JumpStart NH Presentation May 12, 2017 INVESTING - - PowerPoint PPT Presentation
COMPANY OVERVIEW JumpStart NH Presentation May 12, 2017 INVESTING IN OUR FUTURE Young Investors Society is an after-school club that teaches financial literacy through stock market programs that emphasize teaching Long-term, Fundamental
JumpStart NH Presentation
May 12, 2017
Young Investors Society is an after-school club that teaches financial literacy through stock market programs that emphasize teaching
YIS is dedicated to preparing the next generation of investors. Its mission is to inspire youth to be outstanding long-term investors – investors in companies, investors in communities and investors in themselves.
Mission
The Young Investors Society (YIS) is a 501(c)(3) nonprofit
Portfolio Manager at APG Asset Management. Other board members are from Fidelity, Harvard, Merrill Lynch among others.
Background
YIS
Problem
85% of parents believe that financial education courses should be a requirement for high school graduation (LearnVest) 2/3 of high-school students fail a basic financial literacy test (JumpStart)
Problem Reality
Wild-eyed, gold-rush, Klondike speculation, that’s what wins the Stock Market Game The way to win this competition is to break every rule of sound investing that I just taught you In real life you probably should not invest this way.
As of 2015, 39 states have adopted financial literacy standards as part of the Common Core State Standards (CEE) Existing in-school programs teach about the stock market using mock-portfolios, which rewards risky behavior and short-term thinking.
Problem Reality
Comparable Organizations
Schools Members Vertical
3,500 215,000
Marketing | after school
210,444 4,600,000
Job readiness | in-class
20,000 700,000
Stock trading| in-class
5,250 214,000
General business | after-school
? ?
Long-term investing | after-school
YIS
Financial Newsletter & Blog High-School Sponsored Club Support & Lessons National Stock Pitch Competitions The “Dollar-a-Day” Challenge Online Curriculum, Apps & Videos The CYFA Designation (Coming 2018) YISLive Broadcasts w/ Guest Speakers (e.g. Mark Cuban) Scholarships
YIS
Vision – Real-life Experience– Leadership – Integrity - Community -
The Young Investors Society seeks to inspire a vision of 1) individual potential, 2) the process of evaluating businesses, and 3) how investment success can be achieved. Youth will get hands-on experience evaluating companies, building financial models, and buying and selling stocks. Each local chapter of Young Investors Society is run by the students, recommending and investing in stocks, and mentoring new members. Members feel a part of a global community. Service projects are a crucial part of the program. We make special outreach to empower low-income kids. Society members will uphold the highest levels of ethical standards in investing, and learn to determine if a company demonstrates good corporate governance practices.
One-of-a-kind Curriculum
Engaging Lesson Plans Prezi Presentations Instructional Videos Teacher Support Dashboard Online Learning Modules
Stock Pitch Competition
The Dollar-a-Day Challenge
Saving $1/day
Net Worth Net Worth matches
8,493 students
1x1
AGE 15 AGE 70 AGE 70 11% 11%
~20% of kids awarded 1x1 match
Notes: 11.0% is the historical average return of the S&P 500 from 1928-2015
SECOND GENERATION
Age
Net Worth
2016-2017
53 Active Schools SCHOOLS ACTIVE MEMBERS CHAPTERS 800 Participating Students
§ California(6) : § Massachusetts(3) : Pennsylvania(1) : § New Jersey() : § Utah (2) : § Hawaii(1) : § Hong Kong (2) : § Canada (1) :
YIS
2015 2016 2017 2018 2020 LONG TERM
15 years
Schools 6 50 160 550 2,000 10,000 Students 120 800 2,650 12,000 100,000 1,000,000 Dollar-a-Day Contributors 6 663 3,000 20,000 150,000 Stock Pitch Competition 30 70 663 3,600 30,000 375,000 CYFA Achievers 250 540 4,500 56,250
200 400 600 800 1000 1200 1400 1600 1800 2000 2016 2017 2018 2019 2020
Schools/Students
10000 20000 30000 40000 50000 60000 70000 80000 90000 100000 2016 2017 2018 2019 2020
SCHOOLS (Growth) STUDENTS (Growth)
LONG TERM
15 years
151% 254%
Executive Team
JAMES FLETCHER, CFA
Founder & President Portfolio Manager at APG Asset Management
DA VE MILES, CFA
Education Chair Research Analyst at Fidelity Investments
LEE MACKAY
Treasurer Partner at Nevers, Palazzo, Packard, Wildermuth & Wynner
ANDREW DA VIS
Wealth Advisor Steel Peak Wealth Advisors
Development Team
JANE WINSLOW
Development Chair Senior VP at Merrill Lynch (retired), Board at WorldFund
RORY OLSON
Board of Directors CEO of Wall Street Survivor
BEN FLETCHER
Board of Directors Corporate Development at Google
LAYNE FLETCHER
COO Consultant Booz Allen and CEO at Yum Deliveries
Curriculum Team
CRAIG EVERETT
Board of Directors Professor, Director of Capital Markets at Pepperdine University
MIKE ZISA
Board of Directors High School Teacher, Author of The Early Investor
CLAUDIO BROCADO
Board of Directors Portfolio Manager at Batterymarch and Fidelity (retired)
V ALERIE FUNK
Board of Directors Curriculum Manager at Becker and Harvard Business School
Operations Team
MANNY SANOJA
Operations Director Manager at Prudential Financial
DEREK WESTRA
Marketing
MELISSA DUNN
Marketing
ROMINA RODRIGUEZ
Education Programs Manager
Advisory Board
ROWE MICHELS, CFA
Advisory Board Portfolio Manager and Director of Research at Tradewinds Global Investors
MEGAN MCVEY
Advisory Board Digital Campaign Manager at AMA and Pew Charitable Trusts
BEN CARLSON
Advisory Board Director of Institutional Asset Management at Ritholtz Wealth Management
BRYAN JACK, CPA
Accountant