1. Fall Information Session
September 10th, 2017

2. 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

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

4. 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!

5. 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

6. 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.

7. 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

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

9. 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

10. 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

11. 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

12. 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

13. Q&A