The Z Club
Inspire, Invest, Impact
Our Mission
To inspire a new generation of value
investors.
The Z Club © 2018
Message from President
“We all know investment education is important but it’s a very difficult
subject to teach. The younger generation study only because of exams.
They won’t voluntarily study ‘investing’ for no reason. So, the key
question is: how can we make them interested in investing?”
“The manga <Investor Z> has remarkable depth and thoughtfulness
while retaining the fun elements of comics. Combining it with a series of
online/offline education programs, we believe we can inspire our next
generation to become value investors and make positive impact on the
economy.”
—— Shinya Deguchi, 2018
The Z Club © 2018
Message from Vice President
“I came from the top schools – Nanyang Girls’ High School and Hwa
Chong Institution in Singapore, and Tsinghua University in Beijing – but
I was practically illiterate when it comes to managing my own wealth.
And, I would say most of my schoolmates were the same. They are
clueless”
“I began appreciating the importance of being a value investor only
when I embarked on my first job as an Investor Relations Associate at
a hedge fund. As a value investor, not only I started growing my
wealth, but also seeing the world and economy differently. The
knowledge I gained from value investing went way beyond finance.”
“<Investor Z> says ‘life is an investment in itself’. We want to make
differences to the life of the next generation through The Z Club.”
—— Tiffany Liu, 2018
The Z Club © 2018
The Z Club: Operating Team
Shinya Deguchi Tiffany Liu Candice Xu Yining Zhou
PRESIDENT VICE PRESIDENT PARTNER PARTNER
Founder, Investor Relations Executive, Associate, Founder,
Star Magnolia Capital About Capital Management (HK) Ltd Tianjing Municipal Government Sozo Tech
Director of Research, Bachelor of Law, Bachelor of Economics, Master of System enginerring
Cook Pine Capital Tsinghua University Tsinghua University Waseda University
Bachelor of Science, Bachelor of Art, Bachelor of System Enginerring ,
Washington University Tsinghua University Waseda University
The Z Club © 2018
Inspire the Next Generation
Modules Designed as a Step-by-Step Guide to Become Value Investors
Module 1
Understanding the
Basics
Module 6 Module 2
Internship Meet the Value Investors
Inspire
Invest
Impact
Module 5 Module 3
Stock Picking Contest Manage Endowment
Funds
Module 4
Invest Your Life Tour
The Z Club © 2018
Module 1: Understanding the Basics
Combine Manga and Webinars on Value Investing Education
Syllabus:
1. Financial Reporting & Analysis
“Investor Z” Manga as a Textbook
2. Corporate Finance
+ 3. Equity Investments
4. Alternative Investments
5. Portfolio Management.
4-5 mentors guide
and help Z
Members
Interactive Communications /
Webinars
The Z Club © 2018
Module 2: Meet the Value Investors
Interact with Professional Value Investors to Gain Perspectives From the Real Experiences
David Zhang Shinya Deguchi Bin Chang
FOUNDER FOUNDER FOUNDER
Ginkgo Global Partners Star Magnolia Capital GenBridge Capital
More Z Professors will
join in the future!!
1-Hour
Face-to-Face
Sessions
Module 3: Manage Endowment Funds
Hands-on Experiences to Manage Real Money
6x
Sponsor: RMB [27,000]
Z Members: RMB 3 x [1,000]
Total: RMB [30,000]
Groups of Threes Portfolio: Maximum 6 Positions
ANNUAL PROFITS
20% 50% 20% 10%
Performance Fee Re-Investment To Cover Donation
To Members Operational Costs
The Z Club © 2018
Module 4: Invest Your Life Tour
Investment Opportunities Emerge from On-the-Ground Experiences
Visit Companies
Program Itinerary for 2018 Onsite Visit at Japan’s
Leading Companies
Bank of Japan Tokyo Stock Exchange
Learn about the Role of Understand the Role of Stock
Central Bank Exchange
Meet the Managers
Gain Perspective from
Investment Managers
Module 4: Invest Your Life Tour
Investment Opportunities Emerge from On-the-Ground Experiences
Program Itinerary for 2018
Module 5: Stock Selection Competition (beta version)
Learn How to Generate and Present Investment Ideas
Value investment annual stock selection competition
Judged by prominent value investors
The winning group will secure interview opportunities with investment companies
Period Activities Purposes
April • Organizers will select a specific industry and announce on • Conduct fundamental research as a group to
WeChat Official Account understand what constitute a good value
• Register a 3-member group to analyze an investment idea investment idea
• The Z Club members are compulsory to participate
May • Submit an analysis/presentation in two weeks • Produce an investment idea memo
• 8 teams will be selected to the final round • Improve communication skills
June • The winning group will secure interview opportunities for
internship/full time job with investment companies
The Z Club © 2018
Module 6: Internship
Internship Opportunities for Outstanding Members
Quality of Submitted Assignments Quality of Questions Raised Quality of Stock Pitch
Wide Selections of Internship Opportunities
Family Offices Hedge Funds
Venture Capital
Funds
Private Equity
Fund of Funds
Funds
The Z Club © 2018
Selection Criteria
Stringent Selection Process to Ensure Quality of Students
Each year up to 18 students will be selected for maximum 4 year-term.
Students must submit their CVs, academic transcripts, and a one-page introduction and are
required to pass at least two rounds of interviews.
Application for the Class of 2019 ends on 31 December 2018.
The Z Club © 2018
Member System
Sustainable System that Ensures Passing Down of Knowledge
• Every member will join a team of three, and one team leader will be elected.
• When the leader completes his/her term of 1~2 years, he/she will pass the torch to another member.
• Team leaders are playing the role of portfolio managers, and are responsible for the sustainability of
investment methodology and philosophy.
2019 2020 2021 2022 2023
The Z Club © 2018
Team Leaders
Our First Batch of Leaders
Are YOU Ready to Join Us?
Alan Ng Max Tai Sherwin Su
Tsinghua University Zhejiang University SAIF
The Z Club © 2018
Value Investing for the Next Generation
Let’s ride
on Mr.
Buffett’s
shoulders!
The Z Club © 2018
INSPIRE, INVEST, IMPACT
Get in Touch
With Us
Learn more about us on our WeChat
And become a value investor.
Email: zclub@[Link]
The Z Club © 2018