Investment Development Program

WITG offers an investing development team for those with limited investing experience that teaches the fundamentals of investing, finance and accounting to help prepare students for admission to investing teams. Join our Development Team Listserv here. Note that this is different from our general Listserv (below), and is for those interested in receiving updates / locations for Development Team. Development Team sessions will be held on Tuesdays from 6:00-7:00pm in JMHH F50 and on Wednesdays from 5:00-6:00pm in JMHH 350. The same curriculum will be taught, so feel free to attend whichever fits your schedule better.

Curriculum Description

Subject to change
Week 1 - Introduction to Investing
Week 2 - How to Determine the Quality of a Business
Week 3 - How to Source Ideas and Conduct Research
Week 4 - The Basics of Accounting
Week 5 - Introducing: WACC and ROIC
Week 6 - Walking through a Discounted Cash Flow
Week 7 - How to Think about Multiples
Week 8 - Overview of Fields in FInance

Development Team Teachers - Fall 2018

Matthew Chen3.jpg

Matthew Chen

Matt is a senior in Wharton concentrating in Finance and Accounting. Matt interned in Evercore's restructuring group this past summer and will be returning full-time after graduation. He is a member of the WITG Special Situations team and runs the Penn Poker Club at school. During his free time, Matt follows tennis and basketball religiously, and he encourages everyone to be a Lakers and Rams fan.


Caleb Carter

Caleb is a Senior from Abilene, Texas studying Finance and Legal Studies in Wharton. He has been involved in WITG since his freshman year as a part of the Principal Strategies and Financials teams, and he served as WITG’s VP of Finances during his sophomore year. This year, he will lead the Financials team with Grant. Caleb has spent his past two summers in Morgan Stanley’s investment banking division and will be joining their M&A team full-time after graduation. In his free time, Caleb enjoys traveling, singing, watching movies, and exploring Philly with the Indego bike network.