Portfolio Managers


IMG_0612 - Aimun F Malik.JPG

Aimun Malik, 
Consumer Retail

Aimun Malik is a senior in Wharton studying finance and strategic management. Aimun is from St. Louis and enjoys skiing, hiking, and kayaking. Professionally, Aimun has worked in JPMorgan's Prime Brokerage group, Morgan Stanley's Firm Strategy and Execution Group, and will be joining PJT Partners' Strategic Advisory Group full time.

LinkedIn Pic - Marcus J Katz.jpg

Marcus Katz,
Consumer Retail

Marcus Katz is a senior in the Huntsman Program, majoring in Finance, International Studies, and Hispanic Studies. He grew up in Zurich, Paris, Detroit, and currently lives in Charlotte, North Carolina. Marcus is one of the senior Portfolio Managers for the Consumer/Retail Team, following two years as a member of the Consumer/Retail Investment Team. This past summer, Marcus interned in Ares Management’s Private Equity group in Los Angeles. He also has experience working at a middle market investment bank and a multi-strategy capital management firm. Outside of academics, Marcus enjoys photography, traveling, fashion, car racing, and football.

profile - David N Pang.jpg

David Pang,
Consumer Retail

David is a junior from Hawaii studying finance and accounting. He enjoys playing basketball, taking photos, making smoothies, and playing ukulele. He is constantly on the lookout for the perfect acai bowl.

 

Andrew 1-1 - Andrew H Liu.jpg

Andy Liu,
Energy

Andy is a Junior concentrating in Statistics and Finance. Andy joined WITG his sophomore year and had a great experience learning about investing through the club that he spent his summer at Marshall Wace, an (amazing) long/short equity hedge fund. On campus Andy is also involved with the Cohorts System and likes to play poker and fantasy football in his spare time. This year Andy is looking to give back to the WITG community as an Energy co-PM and pass on his experiences working in the industry.

picture - Joshua C Michnowski.jpg

Josh Michnowski,
Energy

Josh is a senior in Wharton studying Finance, as well as pursuing a Minor in East Asian Languages and Culture and a Certificate in Chinese Language. He has interned for two summers at a credit fund within Credit Suisse, investing in leveraged loans and high-yield bonds. He has also had a short-term internship on the distressed desk of a European hedge fund. Josh has conducted research on the Beijing real estate market while at Wharton and studied at Peking University in Beijing in the spring semester. He is passionate about cycling, hiking, investing and the humanities.

Aaron-Zhang-e1441235840427 - Aaron Zhang.jpg

Aaron Zhang, 
Energy

Aaron is a senior from Toronto studying Computer Science and Finance. He has previously worked at Morgan Stanley on its US Energy Equity Research Team. Outside of WITG, Aaron enjoys travelling, reading, and playing poker.

AAEAAQAAAAAAAAc-AAAAJDBkMzBiNDEzLTY3ODQtNDhlOC04YzkzLWE1N2NiNDJmZGNiMQ - GRANT ERHART.jpg

Grant Erhart, 
Financials

Grant is a junior from Orlando in Wharton studying finance and risk management and minoring in mechanical engineering and applied mechanics. During his freshman summer, he interned at a property and casualty FinTech startup, and during his sophomore summer, he interned at Lockheed Martin in both engineering and finance teams. Outside of WITG, he is involved in Penn Electric Racing and West Philadelphia Tutoring Project. He enjoys skiing, running, playing tennis, and watching Formula One.

Caleb Carter Headshot.jpg

Caleb Carter, 
Financials

Caleb is a Junior 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. Last summer, he worked in investment banking at Morgan Stanley as part of the M&A and Transportation groups. This year, he will lead the Financials team with Grant. In his free time, Caleb enjoys traveling, singing, watching movies, and learning new keyboard shortcuts.
 

Amrajan Aujla, 
Global Macroeconomic

 

 

 

 

Danielle Steinman, 
Global Macroeconomic

Vedant - VEDANT THYAGARAJ.jpg

Vedant Thyagaraj, 
Healthcare

Vedant is a junior in the Vagelos Life Sciences & Management Program studying biology and finance. He joined WITG in the spring of his freshman year and has since been very interested in healthcare investing. Outside of WITG, he is also Programming Director for the Penn Undergraduate Biotechnology Society. In his free time, Vedant enjoys yoga, running, and reading.

IMG_20170912_2 - Seung Hee Cho.jpg

Stephanie Cho, 
Industrials

Stephanie is currently a senior from Seoul, studying Finance and Statistics. She has previously interned at Foxhill Capital Partners and PJT Restructuring, and will be joining Evercore Restructuring after graduation. In her free time, she enjoys reading, traveling and going on food adventures.

cpphoto - Colin F Pinto.jpg

Colin Pinto, 
Industrials

Colin is currently a senior studying Finance at Wharton. In addition to WITG, he is very involved in the Pennsylvania Investment Alliance and PEVC. Colin previously held internships at Ares Management, Apollo Global Management, and Moab Capital Partners. In his free time he enjoys listening to Indie / Alternative Music and playing table tennis.

Simon Oh, 
Quantitative Investment Strategies

Simon is a co-PM of the Quantitative Investment Strategies Team. A senior studying Electrical Engineering and Finance/Statistics and submatriculating into Master's in Electrical Engineering, Simon has spent the last summer working at AQR in their stock selection group. Other than WITG, Simon plays the piano at Penn Chamber and manages the @upennsquirrels Instagram account. He also TAs the investment management, behavioral finance, and international financial markets classes.

Alec Wang,
Quantitative Investment Strategies

 

12248261_967110573350882_7270780718030927790_o - CARTER SHOER.jpg

Carter Shoer,
Real Estate

Carter is a Junior from Miami, FL concentrating in Finance and Legal Studies. He recently spent his summer working at Rialto Mortgage Finance. Outside of WITG, he is a member of the Wharton Dean’s Undergraduate Advisory Board and was formerly a Teaching Assistant for Management 100. In his free time Carter enjoys trivia, board games, and the Dodd-Frank Conflict Minerals Rule.

Elena Clarfield Photo - Elena R Clarfield.jpg

Elena Clarfield,
Real Estate

Elena is a senior from Malibu, CA. She is concentrating in Real Estate and Finance and is also pursuing a minor in French. Elena also serves as co-president of the Wharton Undergraduate Real Estate Club. She has had internships at Eastdil Secured, Vornado Realty Trust, and The Blackstone Group. She will be joining Blackstone's real estate private equity team after graduation.

IMG_3095.jpg

Danny Cajigas, 
Special Situations Group

Danny is a senior at Penn studying Accounting and Finance. Outside of WITG, he is also involved in the Pennsylvania Investment Alliance, a student-run mutual fund. This past summer he worked at PJT in their Restructuring and Special Situations group and will be returning full-time. In his free time, Danny enjoys playing tennis and watching soccer.

headshot - Chun-tat C Lee.PNG

Tat Lee,
Special Situations Group

Tat is a senior at Wharton studying Finance and Statistics. He spent his past summer at Silver Point Capital, a hedge fund based in Greenwich, Connecticut focused on distressed credit and special situations investments, and plans to return there full time.

KeithHeadshot - Keith Brandner.jpg

Keith Brandner,
Tactical Opportunities

Keith is a senior in Wharton studying Finance and Legal Studies. In previous summers, Keith has interned at PJT Partners, CVC Credit and Oaktree Capital Management. He will be joining Millstein & Co. after graduation in their restructuring advisory business. In his free time, Keith enjoys fishing, scuba diving, surfing and skiing.

Jameson_Mah_Headshot - Jameson Mah.jpg

Jameson Mah,
Tactical Opportunities

Jameson is a junior studying finance in The Wharton School and minoring in computer and information science. In the past, he has done weapons systems research for the U.S. Department of Defense and performed high yield credit research for Vanguard’s Fixed Income Group. Next summer, he will be working in Blackstone’s Tactical Opportunities Group. In his free time, he enjoys playing poker and long-distance running.

Gerald Sim_Photo - RI SIM.jpg

Gerald Sim,
Tactical Opportunities

Gerald is a junior in Wharton from Singapore, studying Finance and Accounting. This past summer, he worked at Apollo Global Management on the private equity team. Outside of WITG, he is also involved with the Pennsylvania Investment Alliance, a student-run mutual fund. He enjoys spending his weekend afternoons cooking.

zane headshot - Zane A Stiles.jpg

Zane Stiles,
Technology, Media, and Telecommunications

Zane is a senior in Wharton and Engineering concentrating in Finance and majoring in Computer Science. He joined WITG freshman year and is currently co-PM of the Technology, Media, and Telecom team. He worked in Morgan Stanley's Tech group in his junior summer and will be going to Bain Capital PE after graduation.

IMG_6176 - Laura Luo.JPG

Laura Luo,
Technology, Media, and Telecommunications

Laura is a senior at Wharton studying finance and statistics. She joined WITG freshman year, and is the current PM for the Technology, Media and Telecommunications investment team. Last summer she worked at Evercore M&A and will be returning there full time. Outside of school, Laura loves long distance running and travelling.