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.
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!
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.
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.