2011

Qige Candice Cao

Qige Candice Cao, was a senior majoring in Business Administration with concentration in Financial Analysis and Valuation. Candice spent her last summer at USC in a boutique investment bank that dedicates itself to U.S. and China cross-border deals. Before that experience, she had also interned at Citibank, Fortis Haitong Asset Management Company, and GF Fund Management Company. She was also actively involved in many on-campus associations and participated for the entrepreneur project, GlobalRencai Recruiting. After graduation, Candice began working as an accountant in PwC.

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Matthew Gilbert

Matthew Gilbert, majored in Business Administration with a concentration in Finance. Matt was a Dean Scholar, worked as the Director of Operations and was a tutor in the Finance Learning Center. He also served as a mentor for the Trojan Investing Society Investment Banking Mentorship Program. Matt was an active leader in the Greek community, and served as the recruitment chairman of his fraternity, Zeta Beta Tau. After graduation, Matt went to work as an analyst in the Leveraged Finance group for UBS Investment Bank in New York.

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Matthew Holz

Matthew Holz, majored in Business Administration with a concentration in Finance and Business Economics. He has worked the last two summers while he was at USC in real estate development in Los Angeles and is during his senior year, he was interning at a financial and strategic advisory firm in Century City. Matt was also involved in the Greek community as a member of the Sigma Alpha Epsilon Fraternity, having served in such leadership roles as Scholarship Chair and Pledge Class President. After graduation, Matt went to pursue a career in either finance or real estate.

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James Hwang

James Hwang, majored in Business Administration with a concentration in Finance. The summer before his senior year at USC, he worked with J.P. Morgan as an investment banking analyst intern. On campus, James was the President of the Marshall Finance Student Council, President of the Asian Greek Council, Founder & Executive Director of the TIS Investment Banking Mentorship Program, and a mentor for the Global Leadership Program. Previously, he served as Founder & President of the USC chapter of the non-profit organization Liberty in North Korea (LiNK) and President of his fraternity Gamma Epsilon Omega. After graduation, he started working as an analyst at J.P. Morgan in the mergers & acquisitions group in New York.

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Nicholas Khoury

Nicholas Khoury, majored in business administration with an emphasis in Investments and Financial Markets. He served as a past Vice President of Zeta Beta Tau Fraternity and was involved in several other organizations including the Order of Omega Leadership and Honors Society and the Finance Learning Center. Prior to his senior year, Nick held internships with Merrill Lynch and Western Asset Management. After graduation, Nick went to work as an investment banking analyst at Imperial Capital in Los Angeles and hopes to one day start his own private equity firm.

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Justin Lacey

Justin Lacey, double majored in Business Administration with an emphasis in Finance and Accounting.  He was very active on campus while at USC, serving as a residential advisor and working as a tutor for student athletes in business/accounting related courses.  He held treasury positions and was an active member in organizations including National Association of Black Accountants and Sports Business Association.  Justin interned at Deloitte during the last two summers at USC in the audit practice.  He began working full-time at Deloitte in the Los Angeles office after graduation.

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Felix Leung

Felix Leung, majored in Accounting with a minor in Mathematical Finance. He was born and raised in Hong Kong. His internship experience while at USC includes Investment Banking and Wealth Management with Bank of America Merrill Lynch and Equity Research with Piper Jaffray. After graduation, Felix went to work as an analyst at the Investment Banking Department within Barclays Capital.

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Michael LoGalbo

Michael LoGalbo, majored in Business Administration with an emphasis in Corporate Finance and Investments and the Financial Markets. He spent his last summer at USC as an analyst with The Jordan, Edmiston Group in their media mergers and acquisitions division in New York City. Outside of the classroom, Michael was an active member of his fraternity, Zeta Beta Tau, and organized a charity carnival on campus to benefit the students of 32nd St. Elementary School. He also worked with the Trojans All-Access website creating highlight videos and promotional commercials for the USC Trojans football team and athletic program. Michael is pursuing a career in sales and trading.

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Kevin Osman

Kevin Osman, majored in Business Administration with an emphasis in Finance. He was an active member of Sigma Nu Fraternity and was involved with organizations including Los Angeles Community Impact (LACI) and the USC Undergraduate Student Government. Kevin was also a member of the Marshall Real Estate Case Team, competing in the 2011 Pacific Rim Real Estate Society Case Competition held in Australia. Kevin spent his senior year as an Analyst Intern with Union Bank. Following graduation he went to work as an Intellectual Property Valuation Analyst for Ocean Tomo in the company’s San Francisco office.

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Nil Patel

Nil Patel, received a B.S. in Business Administration with an emphasis in Corporate Finance, as well as a minor in Popular Music. He interned at the real estate brokerage firm Coldwell Banker, Merrill Lynch, and KPMG. He also workd part time for his family’s hotel development and management company where he was a significant contributor in the construction of the company’s new 82 unit hotel. Nil was also involved with the Southern California Indo American Association for which he had been a member for four years and an active participant in many fund raising activities. After graduation, he went to work as a tax associate in KPMG’s Los Angeles office.

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Kine Paulsen

Kine Paulsen, graduated from USC with an emphasis on Finance. She has had internships in the financial services industry at Statoil Asset Management, Merrill Lynch, and Nicholas Investment Partners in Norway and in the US, respectively.

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Jon Plummer

Jon Plummer, majored in Psychology and Business Administration with an emphasis in General Financial Management. Jonathan spent the summer before his senior year working at JWRichburg Venture Capital, a boutique VC firm in downtown LA. During his senior year, Jonathan was actively involved several on-campus organizations, including the Sigma Nu fraternity. He was a member of several honor societies and a Renaissance Scholar candidate. After graduation, Jonathan went to work as an Associate at L.E.K. Consulting’s Los Angeles office and he hopes to one day operate his own venture capital firm.

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Caitlin Price

Caitlin Price, majored in Business Administration with a concentration in Finance, with a second B.S. in Accounting.  While at USC, Katie tutored in the Financial Learning Center, was a Senior Mentor for the Trojan Investing Society and was a past Vice President for her sorority, Delta Delta Delta.  After graduation, Katie joined J.P. Morgan’s investment bank as an analyst in Los Angeles.

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Nicholas Sanchilli

Nicholas Sanchilli, pursued a dual degree in Business Administration with an emphasis in Finance and a degree in Accounting. He served as the Director of Finance for the Southern California Business Film Festival, teaching assistant for Introduction to Corporate Finance, as well as was involved with the Marshall Consulting Program. After graduation, he went to work full time with Houlihan Lokey in their Financial Restructuring Group.

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Mamta Shah

Mamta Shah, majored in Business Administration with a duel emphasis in finance and entrepreneurship. Throughout her time at Marshall, she was involved with Alpha Kappa Psi, the Marshall Consulting Program, and the Marshall Case Team. Her internships included working in corporate finance and valuation. After graduation, she started a career in healthcare investment banking at Bank of America Merrill Lynch.

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Aaron Wong

Aaron Wong, received a B.S. in Business Administration with a concentration in Investments and Financial markets. He interned with the Client Services Division of the brokerage arm with the Development Bank of Singapore, the Private Wealth Management Division with Morgan Stanley and Hong Kong-based boutique investment banking firm Ivory Capital Asia.  Aaron went to pursue a career within finance upon graduation.

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USIF 2011 Alumni quotes

“USIF allows me to convert the conceptual knowledge to practical actions, and prepares me well before I step into the real world.” – Candice Cao

 

“The thing I value most about USIF is the ability to apply the concepts learned in my finance classes with real money.” – Matthew Gilbert

 

“USIF has provided me with the tools to be a rational, opportunistic investor in any sort of market environment. – Matt Holtz

 

“USIF offers students the opportunity to learn practical skills and knowledge that can be applied to any profession in the finance industry.” – James Hwang

 

“USIF has complemented my theoretical knowledge from other finance courses with real-world investment experience that has enhanced my understanding of the financial markets and prepared me for the corporate world.” – Nick Khoury

 

“USIF has enabled me to apply my financial knowledge and market research into portfolio management. It has also provided me with the opportunity to engage in active discussions during stock pitches.” – Felix Leung

 

“USIF has been an invaluable tool for learning how to operate in a professional environment and showing future employers that you are a high-quality candidate.” – Kevin Osman

 

“USIF has taught me how to make informed investment decisions by applying many of the financial concepts I have learned in other classes while being at USC. – Nil Patel

 

“USIF has taught me how to see a stock from multiple perspectives. No other class offers you the chance to discuss stocks in a group setting like this.” – USIF alumni

 

“USIF has allowed me to gain hands-on experience and valuable insight into the world of portfolio management; it’s proved much more informative and interesting than many of the more academically-focused classes I’ve taken.” – Jonathan Plummer

 

“USIF has been a class where the classroom learning feels like it extends into the real world and is actually something I’ll use in the future, not something to be forgotten at the end of the semester.” – Caitlin Price

 

“USIF has provided me with the tools to better navigate and understand the forces at work in the market.” – Nicholas Sanchilli

 

“USIF has been extremely valuable in helping me understand the practical application of various financial concepts we learn in the classroom. It was also extremely useful during the recruiting process and definitely gave me additional credibility as well as a good experience to discuss.” – Mamta Shah

 

“What I found best with USIF was that i managed to better understand how the markets work, their inter-relationships and it most importantly offered me a framework to be a better individual investor.”  – Aaron Wong