17th Annual Wharton Investment Management Conference

Friday, December 4, 2015 / Union League of Philadelphia

Committee

Co-Chairs

Nitesh Yadav
Nitesh Yadav
Nitesh Yadav

Nitesh Yadav

Co-Chair

Nitesh is a second-year MBA student at Wharton majoring in Finance and Strategic Management. This past summer he interned at ClearBridge Investments. Prior to Wharton, Nitesh spent 3 years working at P2 Capital Partners, an activist fund in New York. Prior to that he worked in private equity at Angelo, Gordon & Co. and in investment banking at Evercore Partners. He graduated with distinction from the McIntire School of Commerce at the University of Virginia with majors in Finance and Economics.

Marketing

John Corbin Qian
John Corbin Qian
 Ahsan Rahim, CFA
Ahsan Rahim, CFA
John Corbin Qian

John Corbin Qian

Marketing

John previously worked in the Strategic Planning Group at American Express, which is the CEO’s corporate strategy team.  During his time there, John worked on financial and operational strategy for the CEO and other executives in the U.S., Hong Kong, and India.  He graduated with high distinction from the Ross School of Business at the University of Michigan.

Ahsan Rahim, CFA

Ahsan Rahim, CFA

Marketing

Ahsan Rahim is a first year MBA student at Wharton majoring in Finance and Strategic Management. Prior to Wharton, Ahsan spent 4 years working at AllianceBernstein in New York City. He started in the Fixed Income group, where he worked in emerging markets fundamental credit research, quantitative research and global multi-sector portfolio management before moving to the firm’s asset allocation group. Ahsan holds a bachelor’s degree in economics with honors, Phi Beta Kappa, from Grinnell College. He is also a CFA charterholder. He enjoys traveling, trying out new foods & cuisines, playing soccer, following his beloved Arsenal, reading about behavioral finance, and investing.

Operations

Ryan G. Anderson
Ryan G. Anderson
 Matt Robbins
Matt Robbins
Ryan G. Anderson

Ryan G. Anderson

Operations

Ryan previously served in the United States Navy as an F/A-18 fighter pilot.  While in the Navy, he completed two combat deployments flying off of aircraft carriers supporting coalition ground forces in Afghanistan, deployed to the Middle East on a non-flying assignment with special operations forces, and finished his career as an F/A-18 instructor pilot. Prior to beginning at Wharton, Ryan passed the CFA Level I exam and is currently a CFA Level II candidate.

Matt Robbins

Matt Robbins

Operations

Matt Robbins is a first year MBA candidate majoring in Finance. He previously worked in operations consulting, where he focused on Canadian oil production and capital projects. He then took a role in strategy and M&A at a mortgage technology company, where he primarily focused on acquisition diligence. Matt graduated from Cornell University with BS and MEng in engineering.

Sponsorship

Stirling Adelhelm
Stirling Adelhelm
 James Lee
James Lee
 Vicky Yu Wei
Vicky Yu Wei
Stirling Adelhelm

Stirling Adelhelm

Sponsorship

Stirling Adelhelm is a first year MBA student at Wharton majoring in Finance. Prior to Wharton, Stirling was an Investment Banking Vice President at GP Bullhound. He began his career as an Investment Banking Analyst in the M&A group at Bank of America Merrill Lynch. Stirling graduated with a B.S. in Business Administration with honors from University of Southern California in 2009.

James Lee

James Lee

Sponsorship

James Lee is a first year MBA student at The Wharton School. Prior to Wharton, James worked in private equity at Colony Capital and Platinum Equity. Previously, James worked in the Investment Banking Division of Credit Suisse. James earned a Bachelor of Science degree in Finance and Management from NYU's Stern School of Business.

Vicky Yu Wei

Vicky Yu Wei

Sponsorship

Vicky Yu Wei is a first year MBA student at Wharton majoring in Finance and Accounting. Prior to Wharton, she worked as a senior investment analyst at Asiya Investments covering stocks in Asia ex-Japan markets. She also spent 2 years in sell-side equity research at Keefe, Bruyette & Woods and Mizuho Securities. Vicky has Bachelor of Business Administration degree from Hong Kong University of Science and Technology.

Panel Coordinators

Aditya Goel
Aditya Goel
 Jeff Jackson, CFA
Jeff Jackson, CFA
 Andrei Vallejo Margarit
Andrei V. Margarit
 Paul Shifflet
Paul Shifflet
 Fei Sun
Fei Sun
 Hao Yan
Hao Yan
Aditya Goel

Aditya Goel

Panel Coordinator

Aditya started his career with PIMCO in the Global Portfolio Management Desk in Newport Beach, California, which was led by then Global Portfolio Head and current US CIO of PIMCO. During his time there, Aditya worked on fixed income investments and portfolio management across developed and emerging markets. Post PIMCO, Aditya co-founded a financial services technology company, Info Assembly in India for automated investment advice for retail investors. Aditya has also worked with Team Indus, (a space technology company and winner of Google Lunar X Milestone Prize) in autonomous navigation of moon rover and with Trifecta Capital, venture debt/multi product investment fund to provide capital to growth stage companies in Asia. He graduated from Indian Institute of Technology, Delhi (IIT Delhi) as an electrical engineer.

Jeff Jackson, CFA

Jeff Jackson, CFA

Credit Investing Panel Coordinator

Jeff Jackson is a first year MBA student at Wharton majoring in Finance. Previously he worked at PIMCO as a portfolio management associate, working closely with the Credit CIO on portfolio and risk management. Jeff is a CFA Charterholder and graduated from Princeton University with a B.A. in Political Economics.

Andrei Vallejo Margarit

Andrei Vallejo Margarit

Equity Investing Panel Coordinator

Andrei is a MBA/MA dual degree candidate at the Wharton School and the Lauder Institute at the University of Pennsylvania. Previously, Andrei spent two years as a Private Equity Associate at CoveView Capital Partners, a fund focused on expanding and improving small-cap industrial businesses. Prior to CoveView, Andrei worked at HSBC in its Latin America M&A group, and at Morgan Stanley in its Financial Institutions (FIG) Investment Banking group. Andrei graduated from Wharton’s undergraduate program in 2008 with a concentration in Finance and minors in Mathematics and Economics.

Paul Shifflet

Paul Shifflet

Equity Panel Coordinator

Paul previously worked as an Associate with Cooke & Bieler, a value-oriented investment manager. There, he served as a generalist conducting fundamental equity analysis in support of the firm’s four domestic equity strategies. Paul is a CFA Charterholder and graduated from Haverford College with a degree in Economics.

Fei Sun

Fei Sun

Panel Coordinator

Fei Sun is a first year MBA student at Wharton majoring in Finance. Most recently, Fei was an investment analyst at Varde Partners focused on distressed investing. Prior to that, he worked in investment banking at Piper Jaffray & Co. Fei graduated with honors from the University of Minnesota with degrees in Mathematics and Finance.

Hao Yan

Hao Yan

Global Investing Panel Coordinator

Hao Yan is a second-year MBA student at the Wharton School, majoring in Finance. Prior to Wharton, Hao worked as an investment banking analyst at Goldman Sachs in Hong Kong, and he started his investment banking career at Nomura. Hao graduated from Stanford University with a B.A. in Political Science.