ANNOUNCEMENT:  SIF Class of 2021

We are pleased to announce the Class of 2021 Student Investment Fund (SIF) managers (i.e., members of the 2020-21 FBE553a/b yearlong Applied Portfolio Management courses). 

Trojan Equity Fund (TEF)

Provident Growth Fund (PGF)

Babcock California Fund (BCF)

Global Equity Fund (GEF)

Marshall Fixed-Income Fund (MFF)

Nicholas Bassi

Aaron Abel

Nathan Dixon

Manya Agarwal

Jeff Denault

Tai Hsu (Michael) Chen

Nicholas Gantchev

Lee Hamburger

Raman Anurag

Jessica Lin

Alex Ouligian

Kelechukwu (Michael) Ibe

Jeff Wang

Peggy Quon

Robert Pinsent



Yunpeng Zhang

Alberto Tugnoli



We are pleased to announce the Class of 2021 Undergraduate Student Investment Fund (USIF) managers (i.e., members of the 2020-21 FBE453a/b yearlong Advanced Practicum in Investment Management courses).

 Ismael Ahmed

 Shreyansh Jhalani

Sanjay Mattela

Alex Wang

 Gabriel Chen

 Mario Koenigsperger

Evelyn Meng

Brian Wehner

 Aaron Huang

 Jonathan Lin

Daniel Oh

Nicholas Witham

 Jie Huang

 Amit Lingampalli

Danny Shin

Vivian Zhu

MBA Career Insights Finance Panel features SIF Alumni: August 2019

The USC Marshall Graduate Career Services held a Career Insights Seminar in the Edison Auditorium, where top finance executives, including several Student Investment Fund (SIF) alumni, came to campus to participate on Finance Career panels, where they shared their industry experiences with incoming full-time MBA students.

Center for Investment Studies (CIS) Director Suh-Pyng Ku moderated the “Executive Perspective” finance panel, which featured Scott Adelson, Co-President & Global Co-Head, Corporate Finance, Houlihan Lokey, Lois Ungar, CFO at SBL Ventures and David Rosenberg (SIF 2004), Co-Portfolio Manager, US & Global High Yield, at Oaktree Capital Management.  The panel spent an hour sharing their career paths, current roles, insights on the finance industry, and fielding questions from students.  

After the executive panel discussion concluded, SIF alumni Akosua Adu-Gyamfi (SIF 2017), Investment Banking associate at Morgan Stanley, Julian Rachlin (SIF 2016), Associate Director at First Quadrant, and John Park (SIF 2018), Manager Corporate Strategy at Amgen took the stage to discuss their careers from a recent graduate’s perspective.  The incoming class enjoyed the lively dialogue and peppered the panel with questions.

When asked for advice about how to obtain a portfolio manager position, Rachlin recommended exploring SIF. “We (panelists) were all members of the SIF program, and I think that was helpful for all of us in learning about finance and connecting with potential employers.”

The USC Marshall MBA program maintains its academic excellence through the support of such outstanding individuals, and we are grateful to these SIF alumni who shared their time and expertise with the Class of 2021.  For more information on the SIF program, please click here.

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New SIF Research Tools: MarketSmith and Sentieo

SIF/USIF 2020 classes recently received trial student licenses from  from Sentieo, a modern financial research platform built for asset management firms and corporate research teams, and MarketSmith, a stock research & investment tool for stock market analysis. We thank Kine Paulsen (USIF 2011) and Jia Dong (Full-time MBA Class of 2013) respectively for connecting us with this great opportunity!

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Van Eck Global Scholars NYC Trek 2019
NYC VanEck 2019

SIF/USIF student investors travelled to New York as part of the VanEck Scholars program.

The visit began with the second annual Investment Showcase and Reception at the VanEck headquarters in Midtown.  The class presented their 2019 Mid-Year Performance Review to financial industry leaders, followed by an engaging Q&A discussion.  Immediately after, the students attended an intimate welcome reception with USC SIF and USIF Alumni.

USIF student Eugenia Huang explains the value of this event. “Spending time with seasoned professionals is what truly makes the Undergraduate Student Investment Fund a world-class learning experience. Learning about and engaging with the wide variety of perspectives present in the room is a unique opportunity that complements the learning that takes place within classroom walls.”

The next day, the class attended meetings with Trojan alumni at the industry leading firms of Susquehanna, PJT, GSO/Blackstone and The Carlyle Group.  

“USIF's New York trip helped us connect with alumni who are investment professionals at prestigious firms, which is tremendously beneficial for those of us interested in investment management,” states USIF student Rui Wray. “We also learned about many of the asset classes that USIF do not invest in, such as private equity and leveraged loans, which broadens our horizons and would help us become more informed investment managers in the future.”  

We appreciate the generosity and support from such outstanding companies and individuals.

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Announcement: Undergraduate Student Investment Fund receives a $3 million gift

USC Marshall Center for Investment Studies is proud to announce a new fund to be added to the Undergraduate Student Investment Fund. The Student Asset Allocation Fund, sponsored by Van Eck Global (SAAF) is made possible by a gift from Van Eck Global, an investment management firm based in New York. Along with the current $1 million US equity portfolio, the students will be managing a new $2 million ETF fund. For more information, read our articles in the Marshall News Room and the Daily Trojan.

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