Fall Information Session September 10th, 2017

What do we do? Education Pre-professional Sourcing ideas Firm events Valuing companies Pitch competitions Pitching stocks Connecting with analysts How are we different? Largest Wharton Club Best Large Club (WC) Hands-on Learning

How the club is structured? Wharton Investment & Trading Group Investing PM Board Operations Executive Board Teams Development Junior Board Portfolio Managers (PMs) Analyst

Where do you come in? You can apply to one of our 11 sector and strategy specific investment teams! You can join our operational board in one of our committees You can attend Investing and/or Trading Development Team Meetings!

What is the Investing Development Team? The Investing Development Team is our core educational offering It is a series of education lectures focused on business analytics, finance, and other fundamental skills Time commitment is fairly limited Development team projects will be part of investing team applications Sign up is on our website

What is the Trading Development Team? This new offering is for students potentially interested in trading! No prior knowledge is necessary. The series of lectures will cover basic macroeconomic concepts and trading strategies, including some derivatives. It is a light time commitment and limited work is required for Dev team members. There is no application! Just a sign up.

Why join an investing team? Learn more in-depth investing concepts Gain experience on a specific field or investing strategy Get Valuable feedback on pitches Improve modeling and research techniques Find a mentor Expand your network Portfolio Managers (PMs) Analyst

Investing Team Application Process Spring Semester Fall Semester Now Freshmen Development Team(s) Investing Teams Soph./ Jr./ Sr./Exchange Investing or Development

David Pang & Aimun Malik Industrials Stephanie Cho & Colin Pinto Consumer Retail David Pang & Aimun Malik Industrials Stephanie Cho & Colin Pinto Energy Josh Michnowski, Andy Liu & Aaron Zhang Quantitative Investment Strategies Simon Oh & Alec Wang Financials Caleb Carter & Grant Erhart Real Estate Carter Shoer & Elena Clarfield Technology, Media and Telecoms Zane Stiles & Laura Luo Special Situations Group Tat Lee & Danny Cajigas Healthcare Vedant Thyagaraj Tactical Opportunities Gerald Sim, Jameson Mah & Keith Brandner

VP of Corporate Sponsorship President James Megibow EVP of Operations Jeremy Herman EVP of Development Michael Deng VP of Events Angelica Zhou VP of Marketing Yin Wang VP of Investing Max Bai VP of Finances Adithya Adaikalavan VP of Communications Miguel Montoya VP of Corporate Sponsorship Clifford Yeo VP of Education Tom Yuz VP of Education Cole Pergament

Weekly GBM’s Our weekly GBM’s gives our members the opportunity to present investment ideas to one another and to learn about specific investing topics outside of their development or investing team. They contain: News about the club and future events A short educational segment on a specific sector, current event, or investing topic A stock pitch presented by a member of an investing team, followed by time for Q&A on the pitch Our GBM’s this semester will take place every Sunday at 3 PM in F95 starting next Sunday

So, what’s the plan? Applications are already posted on pennwitg.com! Recruiting timeline: Applications are due in 1 week (11:59 next Sunday) Final teams will be announced by October 1st

Q&A