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 investing principles
BACKGROUND YIS Background The Young Investors Society (YIS) is a 501(c)(3) nonprofit organization. It was founded in 2014 by James Fletcher, CFA, Portfolio Manager at APG Asset Management. Other board members are from Fidelity, Harvard, Merrill Lynch among others. Mission 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.
MARKET Problem Reality Reality 85% of parents believe that financial education As of 2015, 39 states have adopted financial literacy courses should be a requirement for high school standards as part of the Common Core State graduation (LearnVest) Standards (CEE) Problem Problem Existing in-school programs teach about the stock market 2/3 of high-school students fail a basic using mock-portfolios, which rewards risky behavior and financial literacy test (JumpStart) short-term thinking. Wild-eyed, gold-rush, Klondike The way to win this competition is to In real life you probably should speculation, that’s what wins the break every rule of sound investing not invest this way. Stock Market Game that I just taught you
MARKET 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
PROGRAMS OFFERED YIS 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 Financial Newsletter & Blog
PRINCIPLES YIS The Young Investors Society seeks to inspire a vision of 1) Vision – individual potential, 2) the process of evaluating businesses, and 3) how investment success can be achieved. Youth will get hands-on experience Real-life Experience – evaluating companies, building financial models, and buying and selling stocks. Each local chapter of Young Investors Society is run Leadership – by the students, recommending and investing in stocks, and mentoring new members. Members feel a part of a global community. Service Community - 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 Integrity - standards in investing, and learn to determine if a company demonstrates good corporate governance practices.
PROGRAMS One-of-a-kind Curriculum Engaging Prezi Presentations Instructional Lesson Plans Videos Online Teacher Support Learning Modules Dashboard
PROGRAMS Stock Pitch Competition
PROGRAMS The Dollar-a-Day Challenge AGE 15 ~20% of kids Saving $1/day 11 % 11 % awarded 1x1 or drinking one less can of soda match AGE 70 AGE 70 1x1 Net Worth Net Worth matches $3.1 million $1.5 million 8,493 students SECOND GENERATION Net Worth Age $26 billion 70 Notes: 11.0% is the historical average return of the S&P 500 from 1928-2015
ACTIVE SCHOOLS 2016-2017 SCHOOLS 53 Active Schools ACTIVE MEMBERS 800 Participating Students CHAPTERS § California (6) : § Utah (2) : § Massachusetts (3) : § Hawaii (1) : Pennsylvania (1) : § Hong Kong (2) : § New Jersey () : § Canada (1) :
SPONSORS & PARTNERS YIS
GROWTH PLAN LONG TERM 2015 2016 2017 2018 2020 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 0 6 663 3,000 20,000 150,000 Contributors Stock Pitch 30 70 663 3,600 30,000 375,000 Competition CYFA 0 0 250 540 4,500 56,250 Achievers
MEMBERSHIP Schools/Students SCHOOLS (Growth) STUDENTS (Growth) 2000 100000 1800 90000 1600 80000 1400 70000 1200 60000 254% 151% 1000 50000 800 40000 600 30000 400 20000 200 10000 0 0 2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 10,000 schools 1,000,000 students LONG TERM 15 years
MANAGEMENT Executive Team JAMES FLETCHER , CFA DA VE MILES, CFA LEE MACKAY ANDREW DA VIS Founder & President Education Chair Treasurer Wealth Advisor Portfolio Manager at APG Asset Research Analyst at Fidelity Partner at Nevers, Palazzo, Steel Peak Wealth Management Investments Packard, Wildermuth & Advisors Wynner
MANAGEMENT Development Team JANE WINSLOW RORY OLSON BEN FLETCHER LAYNE FLETCHER Development Chair Board of Directors Board of Directors COO Senior VP at Merrill Lynch CEO of Wall Street Corporate Development at Consultant Booz Allen (retired), Board at Survivor Google and CEO at Yum WorldFund Deliveries
MANAGEMENT Curriculum Team CRAIG EVERETT MIKE ZISA CLAUDIO BROCADO V ALERIE FUNK Board of Directors Board of Directors Board of Directors Board of Directors Professor, Director of High School Teacher, Portfolio Manager at Curriculum Manager at Capital Markets at Author of The Early Batterymarch and Fidelity Becker and Harvard Pepperdine University Investor (retired) Business School
MANAGEMENT Operations Team MANNY SANOJA DEREK WESTRA MELISSA DUNN ROMINA RODRIGUEZ Operations Director Marketing Marketing Education Programs Manager at Prudential Manager Financial
MANAGEMENT Advisory Board ROWE MICHELS, CFA MEGAN MCVEY BEN CARLSON BRYAN JACK, CPA Advisory Board Advisory Board Advisory Board Accountant Portfolio Manager and Director of Director of Institutional Asset Digital Campaign Manager Research at Tradewinds Global Management at Ritholtz at AMA and Pew Investors Wealth Management Charitable Trusts
THANK YOU
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