Tufts Financial Group (TFG) allows students an opportunity to learn how to conduct research on companies and to present stock pitches. The primary endeavor of TFG is the Tufts Alpha Fund, which is an entirely undergraduate student-run investment portfolio. TFG reached their goal of $100,000 for the 2012-2013 school year from the stocks they invested in.
TFG divides members among different sectors including, basic materials, consumer, energy, financials, healthcare, industrials, and TMT (technology, media, telecommunications). Each sector chooses a stock to pitch based on their industry.
I was in the financials sector and our group just pitched Banco Santander to TFG this past Tuesday night. Business casual attire is required to simulate a presentation in a work setting. During the presentation we discussed an overview of Banco Santander including its past successes and its future endeavors. We touched on an industry overview, competitive analysis, growth catalysts and economic moats, acquisitions and expansion plans, Santander’s 3rd quarter earnings review including its balance sheet and income statement, a valuation report, and ended with an investment summary including current macroeconomic trends and how Banco Santander fits within the trends.
Based on the research we had done on the company, we compiled the information into figures, such as the ones below, to use in our presentation.
Banco Santander Company Overview:
As a biopsychology major, with limited knowledge about finance and economics, Tufts Financial Group has provided me with great exposure to the industry. In addition to sector stock pitches, TFG brings in representatives from many of the major banks, such as Goldman Sachs and JP Morgan, to discuss their experiences working in finance and present internship and job opportunities to TFG students.
For more information here is the link to the website!