ON THE RISE FALL 2015

ON THE RISEVOL. 3
SEMI ANNUAL UPDATE
FALL 2015

ON THE RISEVOL. 3
CONTENTS
CNU Green support...............................................2
Fall 2015 at a glance..............................................3
“Wolves”of the semester.....................................4
Newport News Financial Literacy Program..5
University Trading Challenge............................6
Financial Summit 2016.......................................7
Trading Tuesdays..................................................8
Advisory Board finalization..............................9
Meet the new leaders.......................................10
BOOM(A final letter as CEO) by Mitch Phillips............16
Our donors and supporters............................17
Investment report inquiries and closing...18
The Captains’ Educational Enrichment (CEE) Fund is a student-run
501(c)(3) investment organization partnered with the Education Foundation of
Christopher Newport University (CNU). The CEE Fund raises funds through
donations and invests these funds in the stock market. Returns from the
fund go towards student scholarships. The CEE fund also holds financial
literacy classes and teaches CNU students how to invest their money.
EST. 2011

In an effort to support CNU Green’s initiatives,
the CEE Fund has elected to go paperless for this
edition of“On the Rise”.
See how you can make a difference
cnu.edu/green
2 ON THE RISE | VOL. 3

FALL 2015 AT A GLANCE
Scholarship renewed for Thuy Pullen
The CEE Fund has now given $3,000 back to CNU students
Twelve new members
Just under thirty students applied
Newport News Financial Literacy Program
That’s right. The CEE Fund is now teaching at local libraries for free (pg. 5)
And much more
Read on for the details
Competed in the University Trading Challenge
The CEE Fund put CNU on the map at Temple University (pg. 6)
Financial Summit 2016 planning
This will be bigger and better than ever (pg. 7)
2015 leadership terms come to an end
The legacy they left? A brand new culture with a refined vision. (pg. 10)

WOLVES OF THE SEMESTER
A wolf is another name for a CEE Fund member. They are a pack.
(Not to be associated with the law-breaking“Wolf of Wall Street”)
The wolves of the semester are recognized for going
above and beyond.
EMILY
WEGLEY
TYLER
NEESE
They are both on the Development team under Cole Sanderson.
Last year, Emily joined the CEE Fund as a freshman. She has proven
herself with her unmatched work ethic and commitment to the Fund.
Tyler joined the fund this year and has already made a huge difference.
With his sales experience he has helped plan new strategies
for creating and maintaining relationships with donors.
Emily, Tyler, and the rest of the Development team
raised $5,640 this semester.

NEWPORT NEWS FINANCIAL LITERACY PROGRAM
A lack of education shouldn’t be the reason so many people are behind
on their finances. The CEE Fund wants to change this. The first steps
have been taken by bringing free financial literacy classes to the
community. In conjunction with the Newport News Library System and
the assistance of Dr. Donaldson and Dr. Rahim of CNU, the curriculum is
extremely educational and easy to understand regardless of age or
level of previous education. The Fund plans to expand these classes
into local high schools during 2016.
Contact Cole Hall at coo.ceefund@cnu.edu for more information.
The CEE Fund recognizes the importance to instill financial thinking at a young age.
This is why working with groups like the Girl Scouts of America is so valuable.
Members pictured from left to right: Marshall Segars, Mitch Phillips, Cole Hall, Cole Sanderson

UNIVERSITY TRADING CHALLENGE
Though the CEE Fund did not place top 3, the University Trading Challenge was a
great educational experience for participating members. Out of fourteen teams, the
Fund was only one of two undergraduate teams, which is an accomplishment in itself.
“Through the University Trading Challenge our team learned
how to use interest rate swaps, hedge variable loans, and find alternate
ways of raising capital for our investment banking presentation. We also
gained experience in the forex market while trading as a team. It was
one of the best team building experiences of college so far.”
-DAVID CROGHAN
Pictured from left to right: David Croghan, Nick Butz, Dean George Ebbs, Faris Sleem, Marshall Segars

FINANCIAL SUMMIT 2016
PHOTO BY DR. MATT HETTCHEFinancial Summit 2015 | Students during the keynote speech by Jason Moser of The Motley Fool
“We’ve always had the top speakers. We’ve always had the most generous sponsors.
We’ve always had solid support from CNU staff. Now we have an amazing plan to
not only make the Summit more enjoyable for guests and speakers, but more
accessible to students’schedules. Each year we will improve on the last.”
-MITCH PHILLIPS
Improvements for FS 2016 based on student responses:
LUNCH.
CATERED
SAME NUMBER
OF SEMINARS.
2 HOURS SHORTER. CASUAL
NETWORKING
SESSION.

TRADING TUESDAYS
In this special edition of a Trading Tuesday, John Caldwell and Ryan Brooks (Malvin, Riggins & Company) along
with Patrick Dennis (Oyster Consulting) taught close to fifty students about starting a career in finance/accounting.
Beyond the Newport News Financial Literacy Program, weekly classes
taught by CNU professors and the Financial Summit, the CEE Fund holds
Trading Tuesdays. These events are led by an outside speaker or a member
of the Fund.
Open to all CNU students, these Trading Tuesdays are perfect for learning
the ins-and-outs of creating and adjusting a portfolio using different
strategies. The strategies discussed here are more advanced than most
educational seminars the CEE Fund holds.
Contact Justin Helou at cio.ceefund@cnu.edu to speak during a
Trading Tuesday.

ADVISORY BOARD FINALIZATION
One of the CEE Fund’s biggest obstacles is turnover. With most
students serving an average of 2.5 years of active time in the Fund,
new leaders and ideas are always presented. This is fantastic and drives
the growth and passion of the Fund’s mission, however, the Fund’s
values, history, and strategic vision are vunerable to a lack of stability.
An advisory board comprised of the CEE Fund’s longest supporters
will help stabilize the long term objectives and provide a means
for a smooth transition of leadership. The board will not interfere
with investment decisions or fund operations. Their responsibilities
will involve strategic thinking, advising, networking and improving
education.
The board will be comprised of nine members meeting semiannually
in the spring and the fall. This will include the Dean of the Luter School
of Business, Dean of Social Sciences, three influential donors/stakeholders,
three CEE Fund alumni, and the previous CEE Fund CEO. The Fund’s
academic advisors, Dr. Rahim and Dr. Donaldson will be included in
the meetings as well. The men and women invited to serve on the
board are highly respected and valued by the CEE Fund.
Board composition is subject to change.
The CEE Fund is excited to see the improvements that will follow.

MEET THE NEW LEADERS
Every year the CEE Fund holds elections to bring in new leadership.
Open for election are the Chief Executive Officer, Chief Investment
Officer, Chief Development Officer, Chief Financial Officer, and Chief
Operations Officer.
Mitch Phillips, Marshall Segars, Cole Sanderson, Ryan Carwile,
and Faris Sleem (the leaders of 2015) created a powerful and cohesive
team that fundamentally changed the culture and main mission of the
CEE Fund. With students and financial education as the primary focus,
the Fund has had a HUGE impact on the Newport News community.
Below are the newly elected Chief Officers. The next pages will have
more details about them.

MARSHALL SEGARS
CHIEF EXECUTIVE OFFICER
Expected graduation: May 2017
Major(s): Finance and Accounting
Time in Fund: 4 semesters
Where do you want to be in 5 years?: Starting a career in
investment banking
Unique fact: I’m a certified personal trainer
“As I stepped into position as CEO and looked back to when I joined the
fund, it made me realize just how much the fund has contributed to my
own professional and personal development. The fund provides the
means to accomplish goals, and a support base of not just other members,
but people who have become friends. Being a part of the fund is a
commitment to go above the call of duty, and a promise to give back to
benefit the CNU community, and the residents in the area. My goals as
CEO are to continue this commitment, expanding upon our programs
offered outside the CNU community, raising our assets under
management, and improving our internal education.”
ceo.ceefund@cnu.edu
m
arshall.segars.13@cnu.edu
MARSHALL WILL BE TAKING THE REIGNS FROM
MITCH PHILLIPS, 2015 CHIEF EXECUTIVE OFFFICER

JOLSUAN RUIZ
CHIEF FINANCIAL OFFICER
Major(s): Finance and Accounting
Where do you want to be in 5 years?: Earn an MBA and CPA while
in a stable position that has flexible career paths
Unique fact: On the way to the Dominican Republic, I slept through
a traumatic moment where the plane was going down at a 45
degree angle while losing altitude.
cfo.ceefund@cnu.edu
jolsuan.ruiz.13@cnu.eduMARSHALL SEGARS
2015 CHIEF FINANCIAL OFFICER
m
arshall.segars.13@
cnu.edu
TAKING THE REIGNS FROM

COLE SANDERSON
*REELECTED* CHIEF DEVELOPMENT OFFICER
Major(s): Finance
Where do you want to be in 5 years?: Working to develop expert
sales and business skills while finding time for pick-up basketaball.
Unique fact: I wish that I could go back in time and play in the NBA
during the 1940s and 50s before everyone started becoming so good.
cdo.ceefund@cnu.edu
cole.sanderson.14@cnu.edu
“The main goal for the Development team this year is to reestablish relationships
with past supporters of the CEE Fund while building new relationships. Our
donors have helped us get where we are today and we would like to thank them
and get to know them on a more personal level. It is because of their generous
support that we are able to all have such a positive effect on the community
while having this wonderful opportunity to challenge ourselves every week to
accomplish tasks and achieve great things. The supporters of the CEE Fund have
enabled great minds to come together and push one another so that we too can
become future business leaders just like them. We look forward to reaching out
and meeting all of our supporters.”

COLE HALL
CHIEF OPERATIONS OFFICER
Major(s): Economics with a Business Adminstration minor
Where do you want to be in 5 years?: Working with statistical
analysis with regards to public policy
Unique fact: I am the first person in my family to attend a four
year university
coo.ceefund@cnu.edu
cole.hall.13@cnu.edu
RYAN CARWILE
2015 CHIEF OPERATIONS OFFICER
ryan.carw
ile.12@
cnu.edu

JUSTIN HELOU
CHIEF INVESTMENT OFFICER
Major(s): Finance
Where do you want to be in 5 years?: Working at a financial
advising firm
Unique fact: In high school I started a company building
longboards and worked with industry leading manufacturers
cio.ceefund@cnu.edu
justin.helou.14@cnu.edu
FARIS SLEEM
2015 CHIEF INVESTMENT OFFICER
faris.sleem
.12@
cnu.edu

Remember when you graduate high school and everybody tells you that college
goes by in a blink of an eye? They’re right. Remember when they tell you that it will be the
most fun four years of your life? They’re right, at least so far, about that too. Remember
when they tell you that you’ll gain years of relevant business experience by joining one
student club? I don’t either. This is what makes my decision to join the CEE Fund so vital to
my college career.
I owe it all to the founders of the CEE Fund, the ones who mentored me when I first
joined, Dr. Donaldson, Dr. Rahim, and all the other faculty who have helped the Fund get
to where it is today. An organization that can give anybody the experience of running a
non-profit without having to be in the Luter School or working long scheduled hours at a
company was unheard of until the inception of the CEE Fund.
The CEE Fund is truly special for those who run it and those who benefit externally
from it. When I first joined in 2012, the Fund was a year old. We had roughly $12,000 and
there were less than fifteen active members. CEO Ashley French , COO Jose Chavez, and
the Director of Marketing, Leighton Stone, were my main mentors. They believed in my
talents and immediately had me in charge of marketing and graphic design for the Fund.
As a second semester freshman, I was granted a spot on the executive board where I
became deeply involved in the Fund’s operations. I learned more than I ever could in class-
es by sitting in on important meetings, assisting with strategic decisions, and planning big
events like the Financial Summit.
I worked hard knowing one day I could be a mentor to incoming members and
help them learn beyond the classroom. I am beyond blessed to have had the opportunity
to serve as CEO. It has challenged me, inspired me, enlightened me, and humbled me in
many ways. I am happy to have left the Fund better than I found it and I am extremely
confident that Marshall will do the same. There are many improvements to be made and
the new executive board has the passion and intelligence to make the necessary positive
changes.
I look forward to working with graphic design and branding in my future as my
time in the CEE Fund has given me enormous opportunities to strengthen my skills. This
update is my last big piece of work for the Fund. Between my spot on the CEE Fund advi-
sory board and my May graduation, I’m excited for what’s to come. And lastly, to Marshall-
BOOM. This term will go by in the blink of an eye. Make an impact. Service before self.
-Mitch Phillips | 1/4/16 mitchell.phillips.12@cnu.edu
BOOM A FINAL LETTER AS CEO

THANK YOU FOR YOUR SUPPORT.
We couldn’t do it without you.
DONORS and SUPPORTERS
ACADEMIC ADVISORS
MORE FUND ADVOCATES
Dr. Willy Donaldson Dr. Niazur Rahim
Bill Brauer
Professor Abby Brooks
Ronnie Cohen
Dean Robert Colvin
Dean George Ebbs
President Paul Trible
TKTD Wealth Management Group
of Wells Fargo Advisors
Luter Advisory Board
Joseph W. Luter III School of Business
William Wegley
Wegley, Higginbotham & Associates, PLC
Nicholas Cacciabeve
Shady Grove Adventist Hospital
Dr. Matt Hettche
Tricia Lorandi
Spencer McDonald
Pam Pringle
Dr. Nan Qin
Keith Roots
-
CNU Office of Student Activities
CNU Student Assembly
The Motley Fool
Lowe, Brockenbrough
& Company
MI Technical Solutions

LET’S KEEP GROWING!
Whether you are an advisor, donor, parent or first-time reader, the CEE Fund
appreciates the time you took to view this update. Please share this with your
friends, family and coworkers to raise awareness for the Fund’s mission.
For investment report inquiries, contact Justin Helou cio.ceefund@cnu.edu
To donate to the CEE Fund, contact Cole Sanderson cdo.ceefund@cnu.edu
For other ways to get involved, contact Marshall Segars ceo.ceefund@cnu.edu
PHOTO BY CANDACE PLASKA
Written and designed by Mitch Phillips
designedbymitch.com
Spread the news.

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