Portfolio Managers

Our Portfolio Managers (PMs) head each of our investing teams and some also lead development teams. All started out as investment team members earlier in their times at Penn, and have the knowledge and experience to mentor younger students.


Consumer Retail

Mohammad Yaghi

Mohammad, a junior in the Huntsman Program, studies International Studies and Business. He enjoys studying a variety of investment strategies, weightlifting, and reading about global affairs.


Energy

SAMEER JAIN

Sameer is a senior from Naperville, Illinois studying finance. Beyond WITG, he is involved in the Students Federal Credit Union. He has previously interned at Monarch Capital Group, Millennium Management, and Moelis & Company. In his free time, he enjoys playing tennis and poker as well as long-distance running.

Annie Mun

Annie is a junior from New York studying finance. Previously, she interned at Star Mountain Capital and Blue 9 Capital. In her free time, she likes exploring cities and spending time with friends and family.

Jeongmin Lee

Jeongmin is a junior from the suburbs of chicago in Wharton studying Finance and gender/sexuality studies. He previously interned at First Round Capital and Dimensional Fund advisors. In 10 years, he hopes to be running a café in Brooklyn.


Financials

Bryan Li

Bryan Li is a senior studying Finance and Statistics. Last summer, he interned at Lazard in San Francisco as part of their Technology M&A group. In his free time, Bryan enjoys playing basketball and tennis, as well as exploring new foods.

 


Global Macroeconomic

dylan kang

Dylan is a junior from Orange County, CA studying finance and accounting with a minor in history. He has completed internships in both public performing and private distressed credit. In his free time, he enjoys playing golf, waterpolo, cooking, reading, and trying new places for beli.

shiv sahai

Shiv is a senior from Singapore studying Finance and Statistics. This past summer, he interned with Lazard's restructuring group in New York. He spent previous summers at a long-only equities fund and at a consumer venture fund in Asia. In his free time, Shiv enjoys travelling, eating Thai and Mexican food, and being outdoors.

Olivia yang

Olivia is a junior from Austin, Texas, studying Finance and Business Analytics. Previously, she worked at Farallon Capital and Nantahala Capital. Outside of WITG, she enjoys running, basketball, and hiking.


Healthcare

nathan lang

Nathan is a senior from Boston, Massachusetts in the Vagelos LSM program studying Biology and Finance. He previously interned at Evercore’s restructuring group and Harvard Medical School/Mass General Hospital researching neurodegenerative diseases. In his free time, Nathan enjoys skiing, playing tennis, and watching Formula 1.

PierRe Collet

Pierre is a junior from Vancouver, Canada studying Finance, Accounting, and Biology. Last summer, he interned at BCI in their long-only emerging markets team and next summer he will be joining Morgan Stanley’s healthcare team. In his free time, Pierre enjoys playing poker and skiing.

michel collet

Michel is originally from Vancouver and is currently pursuing a dual degree in Finance and Biology. He spent the past summer working in technology-buyouts, and the prior summer at a long/short hedge fund. Next summer, he will be joining Goldman Sachs' healthcare group. Outside of work, Michel enjoys playing racket sports, alpine skiing, and rating places on Beli.

Nolan Anthony

Nolan is a junior from Boston studying finance and neuroscience. Last summer, he interned at Macquarie in the public equities team. He was Co-President of WITG, and is PM for the Healthcare Investment Team, and a member of SSG. In his free time, Nolan enjoys going for bike rides and watching cooking shows.


Industrials

Nathan lang

Nathan is a senior from Boston, Massachusetts in the Vagelos LSM program studying Biology and Finance. He previously interned at Evercore’s restructuring group and Harvard Medical School/Mass General Hospital researching neurodegenerative diseases. In his free time, Nathan enjoys skiing, playing tennis, and watching Formula 1.

Evelyn Huang

Evelyn is a senior from Texas studying finance. Last summer, she interned in investment banking in New York. In her free time, you can find her reading a book, at a concert, or on a roadtrip.


Quantitative Investment Strategies (QIS) 

Carina guo

Carina is a senior from Maryland majoring in CS & Finance under the M&T program and sub-matriculating in Data Science. She previously worked in quantitative trading at Jane Street, Belvedere, and Citadel Securities. In her free time, she loves singing, meeting new people, and playing puzzle games!

Sidhant Srivastava

Sidhant is a senior from New Jersey studying computer science and robotics. Last summer, he interned as a quantitative trader at DRW on a semi-systematic fixed income team. The previous summer, he interned as a financial engineer at BlackRock, focusing on fixed income signal research. In his free time, Sidhant enjoys playing pickup soccer, exploring new restaurants and bars in Philly, and weightlifting.

Cheng How Koh

Cheng How is a junior from Singapore majoring in Finance, Statistics and Computer Science. He interned at Verition Fund Management as a Fixed Income and Macro Analyst last summer, and worked at a early-stage search fund as a M&A intern freshman summer. In his free time, he loves playing poker, watching Formula 1 and keeping up with the markets.

James Houghton

James is a junior from New Jersey studying finance, statistics, international studies, and mathematics as part of the Huntsman Program. He previously interned at an asset manager and a fixed-income hedge fund in New York. This summer he will be working as a Quantitative Analyst at Weiss Asset Management. In his free time, he enjoys running, poker, and cooking Italian food.


Real Estate

Joey Holahan

Joey is a senior from Philadelphia studying real estate and finance. Last summer, he interned at Blackstone with their real estate team in NYC. Joey is also the co-president of the Wharton Undergraduate Real Estate Club. In his free time, Joey enjoys playing poker, reading, and going to the gym.

Conrad brown

Conrad is a senior from Boston majoring in Urban Studies and minoring in Real Estate. In addition to WITG, Conrad is a Co-Head of the WUREC Institute Committee. During his sophomore summer, Conrad interned at HPS in their real estate group. This past summer, Conrad interned at Goldman Sachs in their Real Estate, Gaming & Lodging investment banking division. In his free time, Conrad enjoys playing soccer, skiing, golfing, and traveling with his friends and family.


Special Situations Group (SSG)

Kah Kheng Gan

Kah Kheng is a Junior from Singapore studying Finance and Statistics. He is currently the Portfolio Manager for the Special Situations Group (SSG). This past summer, he interned at D1 Capital and Farallon Capital, working on long/short equities and event-driven strategies. Outside of WITG, he is the President of PEVC and CIO of Violet Quakers. In his free time, Kah Kheng enjoys running, hiking, and playing chess.

Otakar Korinek

Otakar is a junior in the Wharton School from Prague, Czech Republic. Last summer, he interned at Finepoint Capital, focusing on credit and special situations. In his freshman summer, he interned at Credo Crossover fund, looking at infrastructure software companies across the public and private markets.

Olivia yang

Olivia is a junior from Austin, Texas, studying Finance and Business Analytics. Previously, she worked at Farallon Capital and Nantahala Capital. Outside of WITG, she enjoys running, basketball, and hiking.


Tactical Opportunities

Jay Mammen

Jay is a senior studying Finance, Math, and Philosophy. He has interned in multiple multi-strategy hedge funds in macro, credit, and equities. In his free time, he enjoys running and playing poker.

Rohan Srivastava

Rohan is a junior from Australia studying Finance and Statistics. Last summer, he worked in long/short equities at Gumshoe Capital Management. Outside of WITG, he is involved with Global Platinum Securities and PEVC. In his free time, Rohan enjoys going to the beach, reading and playing tennis.


Technology, Media, and Telecommunications (TMT)

carson wang

Carson is a junior from Virginia studying finance and statistics. He previously interned in technology private equity at Permira. Next summer, he will be joining Centerview Partners in New York. In his free time, Carson enjoys playing tennis, cinematography, and hiking.

Madhav Sharma

Madhav, originally from New Delhi, is a junior in the M&T Program studying Computer Science and Finance. This past summer, he interned with Tesla’s Energy Finance & Business Operations team, where he worked on pricing strategy and financial forecasting for Megapack. He’s passionate about macro-driven investing, semiconductors, and the clean energy transition. Outside of WITG, he's a fan of the Premier League club Arsenal and enjoys playing poker.

Eshaan Doke

Eshaan is a junior from Texas studying finance and accounting at Wharton. This past summer, he interned at FACT Capital, a hedge fund. Next summer, he will be joining Qatalyst Partners in San Francisco. In his free time, Eshaan enjoys reading, playing sports, and traveling.