BOND INVESTMENT GROUP

INFORMATION BOOKLET

BOND INVESTMENT GROUP

Bond Investment Group (BIG) is a voluntary and wholly

student-operated association that was founded in early 2008.

The Group was formed for the purpose of educating students

about the benefits of investing, as well as promoting financial

awareness and sustainability within the Bond student body.

The Group’s immediate vision is to provide Bond University

students with a thorough introduction to investment and wealth

management, whilst also providing exposure to some of

Australia’s most influential businesspeople.

BIG is one of Bond University’s most vibrant and exciting

student-led initiatives, and plans to further expand its

membership base and corporate relationships in 2010. With its

short yet successful history in mind, the BIG team is eager to

build upon its past successes and create new opportunities in

order to continue to strengthen the relationship between Bond

students and industry professionals.

From left to right: Zachary Gamble-Holmes, Rupert Pedler, Sheila Mananghaya,Pete Joubert, Simon O’Keefe, Liam Auer and Enrico Wieland

ACHIEVEMENTS TO DATE

Since launching in February 2008, the Bond Investment Group has grown to

become one of the largest student groups at Bond University and has generated

national media exposure for its achievements. The Group has been established on

a professional level, and maintains close relationships with both the Faculty of

Business and University management.

Notable past speakers at our events include:

Sir Richard Branson Chairman and Founder - Virgin Group

Mr Greg Matthews CEO - Independent Asset Management

Ms Sue Morphet CEO - Pacific Brands Ltd

Mr David Gonski AO Chairman - ASX Ltd, Coca-Cola Amatil Ltd,

Investec Bank (Australia) Ltd;

Chancellor - University of New South Wales

Mr Peter Maher Group Head - Banking and Financial Services, Macquarie Group Ltd

Mr David Graham Non-Executive Director, Bank of Queensland Ltd

Mr Barry Morris Managing Director - Amalgamated Property

Group

Sir Richard Branson meeting students after aspecial seminar organised and run by BondInvestment Group in 2008

Titans of Industry Forum

The Titans of Industry Forum is the Group’s newest and most

prestigious event, and comprises a VIP networking lunch

followed by a panel discussion involving a number of industry

leaders. The aim of the event is to provide students with the

opportunity to network with, question and learn from some of

Australia’s most influential businesspeople. The inaugural

Titans of Industry Forum was held in October 2009, with the

following industry leaders forming the discussion panel:

• Mr David Gonski AO

• Ms Sue Morphet

• Mr David Graham

• Mr Barry Morris

• Mr John Mactaggart

From left to right (standing): Fiona Beaverson, Barry Morris, David Gonski,Sue Morphet, John Mactaggart, David Graham, Liam Auer, Nickolai Hubble,(kneeling) Simon O’Keefe, Pete Joubert, Zachary Gamble-Holmes

SIGNATURE EVENTS

Titans of Industry Evening

The Titans of Industry Evening is an annual cocktail evening

that provides students with the opportunity to hear from two

industry professionals, and then approach them afterwards in

a relaxed networking environment. The inaugural Titans

Evening was held in 2008, and proved to be a huge success,

with the following guest speakers attending:

• Mr Peter Maher

• Mr Greg Matthews

Titans of Industry Evening – Mr Peter Maher, Group Head - Banking andFinancial Services, Macquarie Group Ltd

OTHER CURRENT ACTIVITES

BIG also runs the following events and programmes for Bond

University students:

Beginners’ Series

The Beginners’ Series aims to teach students the fundamentals of

investing in different asset classes by utilising a tutorial-style

seminar and discussion of investment ideas. The Series runs

fortnightly, with six seminars per semester covering the following

topics:

Money management

Equities and the stock market

Fixed-income securities

Fundamentals of property investment

Retirement and wealth protection

Review and reflection

After each tutorial the information taught is made available to

students through the BIG website, and students are able to apply

and extend their knowledge in their own time.

Virtual Stocks

BIG has recently developed a proprietary online trading game

called Virtual Stocks. It is currently being utilised as both a

competition and an educational tool used in conjunction with the

Beginners’ Series.

The game operates in the same manner as existing trading games

run by companies such as the ASX and J.P. Morgan, however

allows BIG the added flexibility of running the competition every

academic semester.

BIG Speaker Series

Virtual Stocks Online Trading Game

OTHER CURRENT ACTIVITES

Speaker Series

The Speaker Series is run two to three times a semester, and

allows students to hear from industry experts on topics relevant to

investment and different industry sectors.

The Series focuses on professional-student interaction and

provides an informative setting in which students can listen to and

learn from industry professionals. Here, there is more of a focus

on growing investment intelligence by introducing more informed

perspectives from professionals with experience in their

respective industries.

At the end of each seminar, students have the opportunity to meet

with the speaker and discuss not only what was covered in the

seminar, but also other investment ideas, information and goals.

Student-Managed Fund

BIG’s primary goal in the near future is to work with the Business

Faculty in establishing a Student Managed Fund where students

would have the opportunity to apply their investment skills using

real-time, real world investment principles.

The Fund, when established, will allow students to invest real

capital in a supervised environment, with the ultimate aim of

establishing an endowment that will provide support to future

students.

BIG Speaker Series

From left to right: David Gonski, John Mactaggart , Sue Morphet andBarry Morris at the Titans of Industry Forum in 2009

CORPORATE SUPPORT

BIG is a voluntary organisation that is run by a committee of

experienced Bond students. As a not-for-profit association, the

Group requires philanthropic support in order to continue

expanding and providing quality services to the Bond

community. Consequently, BIG is currently seeking to create

and foster corporate partnerships that will help to continue our

growth into the future and maintain our already strong links with

the Australian business community.

EDUCATION: A LONGLIFE COMMITMENT

The link between education and industry is well documented

and long standing. BIG provides a medium through which the

corporate community can continue to show support for

education and foster links with universities and their students.

Involvement with the Bond Investment Group also ensures that

the next generation has that same opportunity to receive quality

education in investment and wealth management techniques.

From left to right: Stuart McAuliffe, David Gonski, John Mactaggart, David Graham,Sue Morphet, and Barry Morris

CORPORATE SUPPORT

CORPORATE RELATIONSHIPS

BIG is uniquely positioned within the Bond community as a

young but vibrant and successful student body. Our networking

events provide the opportunity to meet students, alumni and

current industry professionals. This provides corporate partners

with the opportunity to network with other business leaders and

expand both personal and business relationships.

FUTURE SUSTAINABILITY

Bond University caters to a unique demographic of motivated

students with both practical and academic skills. Bond students

strive to be the future leaders in their respective industries. An

association with BIG has the potential to facilitate the

beginnings of profitable and successful relationships with Bond

graduates who range from high-achieving students with

ambitions to work in your industry, to students who will rely on

your business throughout their lives. BIG provides our

corporate partners with an opportunity to access future

graduates in an informal but professional environment.

From left to right: David Gonski, Zachary Gamble-Holmes, Liam Auer,Simon O’Keefe, Fiona Beaverson, John Mactaggart, Sue Morphet, David Graham,Barry Morris, Pete Joubert and Nickolai Hubble

CORPORATE BENEFITS

The Bond Investment Group team would sincerely appreciate

the opportunity to discuss with you the potential benefits of a

relationship with your business.

BIG seeks financial and in-kind support to ensure the continued

viability of our initiatives and events. In return, BIG can provide

your business with exposure to the Bond community via a

number of unique and exclusive promotional tools:

Bond Investment Group website

The BIG website (www.bondinvestmentgroup.org) is constantly

updated and is the main platform that BIG uses to communicate

with its members.

Access to BIG Database

BIG has a member database and also the ability to

electronically market your business to the wider Bond

community of over 4000 ambitious and motivated students.

The Bond Investment Group website

CORPORATE BENEFITS

Association with BIG Events

The Beginners’ Series, Speaker Series and Titans of Industry

events all appeal to different student markets. Promotion through

these events is a valuable way of gaining exposure to and

meeting with Bond students.

The George Street Review

BIG has recently developed a fortnightly newsletter that is

distributed in hard copy at BIG events, and online via the BIG

database and website.

All BIG members contribute to the newsletter and a variety of

topics are covered; from economics to entrepreneurship.

Association with BIG Initiatives

There is also the opportunity to be involved with the promotion

and facilitation of BIG’s main educational tools; Virtual Stocks

and the Student Managed Fund.

A corporate relationship with BIG also includes invitations to all

BIG events including all Titans of Industry events.

The George Street Review, Bond Investment Group’sfortnightly newsletter

THE BOND INVESTMENT GROUP TEAM

Liam Auer – President

Having started at Bond in 2007, Liam is a Bachelor of Laws/Bachelor of Commerce (Economics,

Finance) student who has undertaken a diverse range of activities, ranging from swimming at a

junior international level to student politics. He has also undertaken work experience with

accounting firm Baker & Affleck. Taking a keen interest in politics, business and economics, Liam

has been involved in the Bond Investment Group since mid-2008.

Pete Joubert – Vice-President

Pete started at Bond in 2007, studying a Bachelor of Laws/Bachelor of Commerce (Accounting,

Finance), and has been keenly involved in student politics, clubs and societies, and campus life.

He also has a strong interest in business and commerce, and has undertaken work experience

with PricewaterhouseCoopers, Allens Arthur Robinson and J.P. Morgan. Pete is an avid investor,

and has been involved in the Bond Investment Group for approximately 18 months.

THE BOND INVESTMENT GROUP TEAM

Rupert Pedler – Corporate Relations Director

Originally from Adelaide, Rupert commenced a combined Commerce/Law (Finance, Accounting)

degree at the beginning of 2009. After being heavily involved in extra-curricular activities at school,

Rupert has continued this trend by joining the Bondstock Committee in a sponsorship capacity and

the Bond University Student Association (BUSA) as Treasurer. Rupert has a keen interest in

investment and finance, and looks forwards to another successful year in 2010.

Enrico Wieland – Events Director

Enrico completed his high school studies at a vocational high school in Zurich before serving in the

Swiss army for 7 months. He has worked in his family business which specialises in interior design,

planning and joinery, managing different business aspects of the firm. Two years ago he moved to

Australia to study a Bachelor of Business with a double major in Real Estate and Entrepreneurship.

Enrico is currently in his final year of study. As the Events Director of the Bond Investment Group,

he is responsible for coordinating the organisation of the Beginners’ Series workshops and the

Titans of Industry Evening.

THE BOND INVESTMENT GROUP TEAM

Simon O’Keefe – Communications Director

Simon began his Bachelor of Commerce (Finance, Property) at the beginning of 2008, coinciding

with his entry into the Bond Investment Group. A number of work experience positions in the

finance divisions of Macquarie Private Wealth, RBS Morgans and the management division of

HSBC have confirmed Simon’s interest in the financial industry. Simon also maintains a keen

interest in both economics and politics.

Sheila Mananghaya – Promotions Director

Sheila commenced her studies at Bond in the September semester of 2008, undertaking a

Bachelor of Property and Sustainable Development majoring in Construction Management and

Quantity Surveying, and has recently been promoted to President of the Sustainable Development

Students’ Association. Before commencing at Bond, Sheila worked with Colliers International and

various Gold Coast property development companies. She has also undertaken work experience

with Hutchinson Builders, and looks forward to applying her experience to the Bond Investment

Group.

Zachary Gamble-Holmes – IT Officer

Zach began his Bachelor of Commerce (Finance, Accounting) degree in 2008 after being awarded

a Goldman Sachs Corporate Scholarship. He has been involved with the Bond Investment Group

since its initial formation in early 2008. Zach’s passion for business is complemented by his

comprehensive understanding of e-commerce and programming. In 2009, he developed the Virtual

Stocks online trading game that simulates trading on the ASX with actual stock market data.

CONTACT US

Thank you for taking the time to learn about the Bond Investment

Group. If you would like any further information please do not

hesitate to contact our President, Liam Auer, or our Corporate

Relations Director, Rupert Pedler via either email or telephone:

Liam Auer

President

lauer@student.bond.edu.au

0423 950 971

Rupert Pedler

Corporate Relations Director

rupert.pedler@student.bond.edu.au

0434 213 608

Further information is also available from:

www.bondinvestmentgroup.org

Sir Richard Branson landing on the Ornamental Lawns at BondUniversity for a Bond Investment Group event in 2008.

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