Meeting Schedule
Mondays • 3:00 PM - 4:00 PM • Room 227 (Mr. Gielink)
Initial MeetingRegistration
Club Info & Wharton Registration
Mon, September 8, 2025 — 3:00–4:00 PM
- Introductions and club overview
- Register for the Wharton High School Investment Game
Week 1Guest Speaker
Guest Speaker — Elizabeth Khaykin (EY)
Mon, September 15, 2025 — 3:00–4:00 PM
- Career path as a Financial Analyst at EY
- How to read Balance Sheets, Income Statements, and Cash Flow
Weeks 2–3
How to Effectively Research Stocks
- Mon, September 22, 2025 — 3:00–4:00 PM
- Mon, September 29, 2025 — 3:00–4:00 PM
- Lecture: Growth vs. Value, Diversification, Stocks vs. ETFs, basic company valuations
- Responsible investing: objectivity over emotion; avoid panic selling
- Activity: Continue building virtual portfolios using learned principles
- Sign up for the Wharton High School Investment Game
Week 4
Company Valuation — Part 2
Mon, October 6, 2025 — 3:00–4:00 PM
- Introduction to financial statements (Income Statements + Balance Sheets)
- Key metrics: P/E, Debt/Equity, Profit Margins, EPS, Liquidity
Week 5
Case Studies & Real-World Events
Mon, October 13, 2025 — 3:00–4:00 PM
- Begin stock debates (e.g., AMD vs. Intel)
- Begin stock pitches (members propose ideas with potential growth; promote value investing)
- Use the CWRU Weatherhead Fund template
Week 6Guest Speaker
Guest Speaker / Project Lab
Mon, October 20, 2025 — 3:00–4:00 PM
- Guest: CWRU Journal of Economics member on investing and stock picking OR
- Guest: Local CFA/financial advisor on career paths
- Tyler Dalton — Senior Associate at Kaulig Capital
Weeks 7–8
Real-World Applications
- Mon, October 27, 2025 — 3:00–4:00 PM
- Mon, November 3, 2025 — 3:00–4:00 PM
- What moves stocks? Earnings reports, news
- Explore broader impacts (e.g., administration policies, notable investors' activity)
- Continue the Wharton competition, stock debates, and stock pitches
Week 9+
Continuations + Advanced Trading
Mon, November 10, 2025 — 3:00–4:00 PM
- Continue researching & investing responsibly
- Continue stock pitches and debates
- Leveraging money RESPONSIBLY — many risks
- Shorts
- Options trading / scalping