USIF 2008 Managers

Center for Investment Studies

Weston Ahlswede

Weston Ahlswede is a senior at USC, majoring in Business Administration, with concentrations in Finance and International Business. His work experience includes internships as a financial analyst at Cogent Valuation, a broker’s assistant at Wachovia Securities, and a financial analyst at Jamison Properties. He has also passed Level I of the CFA program. After graduating from USC Marshall, Weston will be pursuing a career in investment management as an Associate Analyst at Relational Investors.Sectors: Consumer Staples, Industrial

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Jay Binstock

Jay Binstock is graduating cum laude from the USC Marshall School of Business at with a concentration in Investments and Financial Markets. Jay has interned with Relational Investors, a San Diego activist fund, and in Equity Research at Think Equity Partners, a San Francisco investment bank. Jay also founded the Finance Learning Center at USC, where he serves as both Coordinator and as a tutor.  He plans to pursue a career in investment management.  Sectors: Energy, Industrials

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Thomas Chen

Thomas Chen is a junior expecting to graduate in December 2008 with honors bachelors of science degrees in Business Adminstration (Finance and International Business), Economics and Mathematics, and a minor in Mathematical Finance. He has worked with the Marshall Case Competition Team, and is currently actively involved with the Asia-Pacific Student Entrepreneurship Society. Last summer, Thomas managed his own investment portfolio, during which it outperformed the market of seven-to-one(risk-adjusted).

With his rigorous academic background, Thomas experience is predominantly in quantitative analysis. His current research project, in particular, is in the process of developing a Bayesian methodology for short-term market forecasting. Having studied at both the National University of Singapore and National Taiwan University, Thomas intends to take his USC education and business analytic experience into pursing a career in Asia.

Sectors: Materials, Utilities

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Chirag Gupta

Chirag Gupta is expecting to graduate from USC in May 2008 with a B.S. in Business Administration and a concentration in Investments and Financial markets. He has been able to complete his undergraduate degree in three years from USC. He has interned with Morgan Stanley as an Equity Research Associate in the auto and aviation sector and held a summer internship within the Credit Lyonnais Securities Asia (CLSA) Investment Banking division in Singapore.In his spare time, Chirag enjoys traveling, playing tennis and watching Formula 1 racing. He is currently a CFA level 1 candidate. He intends to pursue a career in Investment Banking in Asia upon graduation.Sectors: Consumer Discretionary, Technology

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Paul Hogan

Paul Hogan is a senior at USC, majoring in Business Administration with a concentration in International Business.  Last spring, Paul studied at the Copenhagen Business School.  As a Vice President for the Entrepreneur Club, Paul also visited Brazil to experience international entrepreneurship firsthand.  For the past two summers, Paul has interned as a financial analyst at Merrill Lynch, rotating through various positions including Mortgage Trading, Commercial Mortgage Lending and Asset-Based Finance.  After graduating from Marshall this May, Paul will be pursuing a career in the financial markets as an Analyst at Merrill Lynch. Sectors: Consumer Staples, Healthcare

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James Kramer

James Krameris a double major in accounting and business administration with a finance emphasis, and is expecting to graduate in May 2008.  James has interned at several companies including Ernst & Young, Wescorp, and Warner Bros.  At USC he is a member of Beta Alpha Psi, a national honors accounting fraternity, and works part time at the social sciences library.  He can program in C++, play piano, and has consistently been on the Dean’s list. In his spare time, James enjoys investing in and following the stock market, playing basketball, and golfing. 

Sectors: Consumer Discretionary, Financial

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Benjamin Liang

Benjamin Liang is expecting to graduate from USC in May 2008 with a B.S. in Business Administration and a concentration in investments and financial markets. He is a member of the Trojan Investing Society as well as Entrepreneur Club. While working for HSBC under capital management and financial compliance in Hong Kong, he assisted with the implementing of Basel II standards in the Asian Pacific region.In his spare time, Benjamin enjoys skiing, photography and traveling. He intends to pursue a career in the area of global markets and wealth management in Hong Kong upon graduation.Sectors: Energy, Materials

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Eugene Loh

Eugene Loh is expecting to graduate from USC in May 2008 with a B.S in Business Administration with a concentration in Investments and Financial Markets and a minor in International Relations.  Last year, he spent 6 months in Hong Kong studying at the Hong Kong University of Science and Technology.  He has been involved in various leadership positions with Delta Sigma Pi, Asian American Business Association and as a Residential Advisor.  He has held internships with Coldstream Capital Management and most recently with Wells Fargo International Personal Banking in Hong Kong.He enjoys sports and Seattle teams.  He is currently a CFA Level 1 candidate and intends to take his investment experience to Hong Kong in a position focusing on emerging markets.Sectors: Energy, Telecom

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Hung Kien Luu

Hung Kien Luu is expecting to graduate from USC in May 2008 with a B.S in Business Administration with a concentration in Financial Analysis and Valuation and a minor in Biotechnology.  He holds leadership positions with the USC Marshall Council, Asian American Business Association, Students Against Hunger and Homelessness and the USC Wrestling Club Team.   He has held internships in foreign exchange markets (Bank of America FX Trading), investment banking (Wedbush Morgan Securities and USBX Advisory Services LLC) and in corporate finance (Amgen). He enjoys watching SportsCenter, playing sports, camping and visiting cities with efficient subways.  Upon graduation, he will work as an investment banking analyst for Merrill Lynch in Palo Alto, Ca.Sectors: Technology, Healthcare

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Clark Miller

Clark Miller is a senior in the USC Marshall School of Business, majoring in Business administration with a concentration in investments and financial markets. Clark’s previous work experience includes working on the trading desk of mortgage backed securities for the Trust Company of the West and in the client service and marketing department of Western Asset Management Company. When Clark graduates in May 2008 he plans to pursue a career in the investment management industry.Sectors: Technology, Healthcare

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Nikhil Nardhani

Nikhil Nardhani is a senior at USC, majoring in Business Administration, with concentrations in Finance and International Business. His work experience includes internships as an analyst at Argent Financial Group International, LLP, a financial analyst at Jamison Services and an audit assistant at KPMG. He willing be pursuing his CFA Level I certification in the near future. Upon graduation, Nikhil will be pursuing a career in investment management.

Sectors: Industrial

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Oscar Rodriguez

Oscar Rodriguez is expecting to graduate from USC in May 2008 with a B.S. in business and a split concentration in finance and leadership development. He’s currently a CFA level I candidate, an analyst and member of the Trojan Investing Society (Tycoons International), is a leader among a team of consultants in the Marshall Consulting Program, and is actively involved with the start-up development of the USC Futures Exchange. While working for Transamerica Insurance & Investments, he effectively used internal resources for developing a strategy to market a new investment product (TransIndex).In his spare time, he enjoys watching movies and traveling. Oscar plans to pursue a career in investment management, attain his CFA designation, and attend graduate school after a few years of working in the financial industry.Sectors: Financial, Utilities

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Aaron Stahl

Aaron Stahl is an undergraduate senior at the USC Marshall School of Business with a concentration in investments and financial markets. Last summer, Aaron worked as an analyst at Smith Barney, where he was part of a team that focused on high net worth and corporate client accounts. He has also interned at Legg Mason, a financial services firm. Aaron currently manages his own portfolio(s) and has over two years of personal investing experience. After graduating in May, Aaron plans to pursue a career in investment management, with an interest in volatility and portfolio management. Sector: Technology, Telecom

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Kristina “KC” Stumbaugh

Kristina “KC” Stumbaugh is expecting to graduate from USC in May 2008 with a B.S. in Accounting and a B.S. in Business Administration with a Corporate Finance concentration. She is currently a teaching assistant for BUAD250a, a member and leader in the Delta Gamma sorority, a previous Panhellenic Council V.P. Finance, and a private high school tutor in subjects such as algebra, trigonometry, geometry, pre-calculus, and chemistry. She has interned in private wealth management at Wachovia Securities in Century City, CA, and held a summer internship within the Lehman Brothers Global Healthcare Investment Banking Group in Menlo Park, CA.In her spare time, she enjoys baking, swimming, and snowboarding. Upon graduation, KC will be working full-time as an investment banking analyst for the Lehman Brothers Global Healthcare Group in Menlo Park, CA.Sectors: Consumer Discretionary, Financial

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Larry Harris

Larry Harris (Instructor) holds the Fred V. Keenan Chair in Finance at the USC Marshall School of Business. His research, teaching, and consulting address regulatory and practitioner issues in trading and in investment management. His introduction to the economics of trading, Trading and Exchanges: Market Microstructure for Practitioners (Oxford University Press: 2003), is widely regarded as a “must read” for entrants into the securities industry. Professor Harris served as Chief Economist of the U.S. Securities and Exchange Commission from July 2002-June 2004. He currently serves as an independent director of Interactive Brokers, Inc. (IBKR) and of Clipper Fund, Inc. (CFIMX), as the director of the USC Marshall School Center for Investment Studies, and as the research coordinator of the Institute for Quantitative Research in Finance (the Q-Group). Dr. Harris received his Ph.D. in Economics from the University of Chicago in 1982.

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