Welcome to the Stock Market Experience Lisa Vogt

Welcome to the Stock Market Experience Lisa Vogt SME Coordinator Lisa. Vogt@Econ. Lit. Co. org

Economic Literacy Colorado Our Mission: Prepare students with the economic and personal finance skills to effectively participate as responsible and productive members of our free enterprise system.

The Stock Market Experience is • A real-time investment simulation • User friendly • Mobile friendly • Accessible anywhere, • anytime

The SME is provided FREE of charge! • Free Participation! • No limit on the number of student or team registrations • Teachers may sign up for multiple sessions throughout the year

How the SME Works • • • Virtual $100, 000 investment portfolio Stocks, bonds, mutual funds, options, and futures on US markets Max 5 students per team

SME Highlights • Reinforces math, reading, writing, and technology skills • Supports oral, written, and digital communication • Provides leadership, professionalism, and collaborative • Supports NEW Colorado Academic Standards • Highly engaging and competitive • Flexible for all classroom schedules • NO experience necessary!

Mentored Investment Challenge Connects financial professionals with students and teachers who are participating in the Stock Market Experience™

Mentored Investment Challenge Goals • Help students develop an understanding of investments and portfolio management • Expand personal financial literacy • Promote collaboration between financial professionals and Colorado students and teachers

• Teams of 3 to 5 students partner with a financial professional • Two grade divisions: 3 through 8 and 9 through 12 • Mentors assist teams with portfolio development and analysis • Teams may participate in the regular trading sessions

Mentors will: • Meet (in person or virtually) with student teams minimum of one time per week • Provide guidance for investments and portfolio management • Assist teams in analyzing market trends and investment performance

Students will: • Familiarize themselves with SME platform • Analyze market trends • Collaborate with team and mentor to develop diversified portfolio • Evaluate investment performance

Teachers will: • Communicate with the mentor regarding topics to be covered • Be an active participant in developing the mentor-mentee relationship • Collect the appropriate data and report back to the SME staff

Getting started

Teachers – Register your teams • See the attached document “How to register to the Mentored Investment Challenge 2018” • If you need further help, call me at 303 -832 -4764

Teachers – Register your teams • Username prefix: use your last name and the last name of your mentor • Make sure to give your mentor(s) the login information

Teachers – contact mentors • Determine meeting times and place or arrange for virtual meeting • Make arrangements for in person meeting-i. e. school visitation pass • Share what you hope your students will gain from this experience • Create a list of topics for the mentors to cover • Provide the names of the students who will be on the team

Discuss student expectations Students are expected to • Be respectful of the Mentor’s time • Act in a mature and professional manner • Participate in discussions and ask questions • Complete tasks assigned • Express their appreciation to the mentor (thank you notes)

Getting Started - Mentors • • • Introduce yourself How did you get into investments? What do you do Ice breakers What do they want to learn?

Establish Meeting Norms • Meeting times • Meet 1 time per week for 30 -60 minutes • Try to keep this time consistent • Expectations for meetingswhat will be accomplished? Who will do what?

Communication Determine the best way to communicate with your team in between meetings • Suggestions: • Google Docs • Email • Team Facebook page • Other?

Topics Weekly “assignments” • Don’t hesitate to give the team a task for the week • Create a list of 10 companies that you feel would be good investments • Complete a symbol look up activity • Use the assignments on the Learn Center

Working with students Do’s • Remember that you are the expert • Have fun • Encourage questions • Honor meeting times, reschedule if need be • Ask if you need Don’ts • Be alone with one student • Talk over their heads • Tell team what they should invest in

Overall Trading Parameters Account Currency Initial Cash Trading Start Date Trading End Date Maximum Trades Allowed Day Trading allowed Short Selling allowed Minimum price USD $100, 000 9/24/2018 11/16/2018 300 No Yes $5. 00

Awards for Students and Teachers Division High School Grades 9 – 12 1 st Place 2 nd Place 3 rd Place $100 $50 $25 Middle and Elementary School Grades 3 – 8 $100 $50 $25 Teachers of winning teams Not to exceed $100 total $100 $50 $25

Annual Awards Ceremony • 1 st, 2 nd, 3 rd place teams • Highest returnon-investment percentage at the close of business on the last day of the competition

Keynote Speaker 2018 • Matt Sommer Janus Henderson • Let me know if you are interested in attending and/or

• Corporate and individual sponsorship • opportunities are available • Please contact Amanda Dixon • Amanda. dixon@Econ. Lit. Co. org

Send us your pictures!

Questions? Contact: Lisa Vogt Stock Market Experience Coordinator lisa. vogt@Econ. Lit. Co. org 303 -832 -4764