14th December 2020

pomona college investment club

Following graduation, Matt went to work at the merger arbitrage fund at TIG Advisors, where he spent over twelve years. Visit Turf Dinner hosted every … Open to all students at the Claremont Consortium, SCM provides an engaging environment for students to learn about investing through a hands-on approach. The first few months of 2018 have so far been marked by a return to volatility, beginning with the sudden, sharp sell-off in early February. The presentation is here–to advance slides, click on the image. SCM's initial backer, Marcel Houtzager, will remain the anchor investor in the fund, as we seek additional capital from alumni and friends of the college. The outdoors club is rad and very popular. (Source). We ask you to join this effort with a gift to the … By 1998, Occidental also had $242 million and ranked 133rd, but Pomona’s had grown to $675 million. Student-Run Hedge Fund at the Claremont Colleges. SCM was fortunate to host Matthew Lubman, a member of the Pomona Class of 2005. 740-5413. Several SCM sophomores participated in Point72 Asset Management's annual pitch competition. In short, it has been a growth year for SCM on a number of fronts. To advance the presentation, click on the images. As a club we contextualized some of the most notable components of the pullback, which included the implosion of inverse volatility products (i.e. The announcement, made at a press conference in Los Angeles, came after the Board of Trustees postponed making a decision last October, instead creating a task force composed of students and faculty and staff members to further consider Pitzer’s approach to climate change. Since SCM was founded in 2001 by our primary benefactor and Pomona alumnus, Marcel Houtzager, our club has been operated and funded by means outside of the Claremont Colleges. The final investment competition that SCM participated in was the USC Value Investment Group Pitch Event in April. SCM sent two teams; team 1 included Sterling Schwartz, Joseph Scheuer, and Ben Sacks who presented a short position in clothing subscription box company, Stitch Fix (SFIX), while team 2 pitched a long position in leading energy producer Diamondback Energy (FANG) and was composed of Thomas Anastos, Diego Vergara, Eric Oregel, Will Abele, and Efrain Gonzalez. Investment Operations Manager. The growth of the program has been substantial- this summer, 47 internships were funded (more than the combined number in 2011 and 2012), including 8 international internships. We are not talking about 2050 or even five years from now; we are divesting most of it this year.” (Source), 3) In 1988, Occidental’s endowment was $130 million, which placed it 75th among the nation’s colleges and universities. CLICK HERE To Support Sagehen Athletics through PITZER COLLEGE. The analytical, creative thinkers at the 5Cs have demonstrated their investment abilities, and continue to learn, apply, and achieve alpha. Matt provided an insight into the world of merger arbitrage, and answered several questions from our members regarding career trajectory, how to put on and manage these types of trades, and what skills are required to do well in this business. SVXY). Three new trustees have been elected to Pomona’s governing board. Page 29 | Find homes near Pomona College in Claremont, CA. Pomona College is a private institution that was founded in 1887. Going forward, SCM will manage capital that has been raised by a variety of investors, and will be held within the Pomona College Endowment infrastructure. See more ideas about Pomona college, Pomona, People news. We seek to perform differentiated investment analysis by focusing on highly variant proposals of stocks that are often misunderstood, smaller cap, and complex in nature.”. (Source). (Source). To advance the presentation, click on the image. The group was lead by SCM’s fund manager, Sterling Schwartz, as well as senior analysts Joseph Scheuer and Adrian Hui. Here are the 2-page investment summaries. This has taken many forms, including Skype calls, in-person meetings, and hosting them at the Claremont Finance Conference. For our presentation we pitched HealthEquity (HQY). Sam Glazer gave a presentation on Spark Therapeutics (ONCE), an emerging biotech company developing novel treatments for a variety of diseases using genetic therapy techniques. In October we had a video conference with Matthew Lubman (‘05), a senior analyst at event-driven, merger arbitrage hedge fund, TIG Advisors. Additionally, in March the club was invited by USC’s Value Investing Group to participate at their annual pitch competition. As SCM prepares for our formal relaunch next semester with the backing of Marcel Houtzager, the fund is actively engaging with additional investors, including alumni and friends of the college. 5) Pomona College is recognized as one of the nation’s most prestigious liberal arts colleges. Over the last few meetings we have been building up our understanding of how to think about financial models, what drives them, and how we can use them in the investment process. To advance slides, click on the images. Value Investment Club. Organizations listed on Engage are affiliated with ASPC, the Pomona College student government. The engagement with the larger student community and the investment performance of our recommendations have been impressive. Continuing the club’s desire to attend more investment conferences and events, several of our members were invited to attend the CFA LA Student Investment Pitch Competition in order to gain an understanding of the CFA organization and to prepare for the 2018 event. Pomona College is a private, nonsectarian, coeducational liberal arts college in Claremont, California, United States, often referred to as the premier liberal arts college on the West Coast. Membership is open through audition. One of the new programs, created in the Summer of 2011, is Summer Internship Program (SIP). Hence, the expectation investor is basing his/her investment decisions solely off of magnitude of variance from consensus assumptions. This feat has been accomplished by all of our members who participate and add value to our bi-weekly meetings, make presentations, and compete in investment competitions. A team of 19 students from the College of Business Administration took first place in the 2019 Chartered Financial Analyst (CFA) Society Student Managed Investment Fund Competition, organized by the Orange County chapter. Speakers included: Dave Wallace –  Managing Director of the Pomona College Endowment, Gator Adams (CMC '17) –  former senior leader of SCM during his time at the 5Cs and worked at Goldman Sachs as an equity analyst out of school before leaving to work on a fintech firm, Jim Floyd – Director of the Claremont McKenna College Endowment, Ian Jaime (Pomona Class of 2017) – currently a quantitative researcher at Graham Capital, Matthew Lubman (Pomona Class of 2005) – currently a senior analyst at Citadel Capital in their Surveyor Capital group, Sam Kaplan (Pomona Class of 2014) – former leader of SCM, Sam went to work at Lazard in their investment banking division, and has since transitioned to Apollo, a leading private equity firm. 4) Pomona College has already had, and continues to have, an on-campus Internship Program, the Pomona College Internship Program (PCIP), which sponsors 160 students every year to do internships with Southern California companies, non-profits, and others. Every year, there are a few students who are rejected due to lack of funding. Chang, Cindy. The fall semester of 2017 was marked by an emphasis on several of the most important tools in the security analyst’s toolkit, namely techniques such as Porter’s 5 Forces & Value Chain Analysis to contextualize the operating environment for a given firm or group of firms. This year SCM will be sending two teams to the USC Value Investing Group's Annual Stock Pitch Competition. Coming back from my junior year internship, I sought to utilize the newly acquired knowledge that I had obtained to teach our SCM members elements of being a successful analyst. Since the day of the pitch, CTRL is up more than 50% in less than three months, and has far outpaced both the market and the other investment proposals by CMC’s SIF, Harvey Mudd, and Scripps’ SIF. However, having Pomona College on your resume is never going to hurt you relative to anyone else, and honestly, if you join this club you have just as good a shot as anyone at landing a finance job after graduation. Greater Los Angeles Area Investment Analyst at Pomona College Investment Banking Education Pomona College 2012 — 2016 Bachelor's degree, Mathematical Economics, Finance, Psychology Claremont McKenna College Harvard Business School Middlebury College UCLA Anderson School of Management University of California, Berkeley, Haas School of Business University of California, Los Angeles … Its endowment is made up of gifts from alumni and foundations, supplements tuition and room—and—board fees paid by students to make up the large difference between college expenses and the cost of attending Pomona. Over the span of approximately two months, our members learned the entire process of model construction; beginning with industry and firm analysis, then KPI estimation, to inputting historical financials to identify important trends, formulating various scenario analyses, linking the assumptions to the operating model, comparing model outputs to consensus to determine source and magnitude of variance, and finally valuation exercises (both idiosyncratic and versus peers). The officers were caught trying to frame him but the jury didn't find out and later joined Cooper in his appeal for a stay of execution. This annual review will in many ways seek to demonstrate the positive trajectory of SCM over the course of the last several years, and to detail the significant changes that are about to take place in the near future. Speakers included: Dave Wallace – Managing Director of the Pomona College Endowment With a mailing list in excess of 300 associated students, engagement with the club has never been higher. Founded in 2001, Sagehen Capital Management ("SCM") is a student-run hedge fund located at Pomona College. 5%), and the Endowment Trusts Fund (currently zero).” (Source). Through their Evergreen Global Foundation, and as active members of the Bainbridge Island Rotary Club, ... Bruce attended Pomona College in Claremont, California, studying mathematics and economics. If you attend a school that doesn’t offer advanced course options, you will not be at a disadvantage in the admissions process. Courses you've elected to take, given what is offered at your school. Learn More About the Women's D3 Lacrosse Team and Colleges Academic, Social, and Financial Attributes. With the win, the team will manage a CFA Society Orange County investment portfolio of approximately $75,000 in addition to their Cal… At Pomona College in Claremont, you can get “an academically rigorous education” in a “low-stress California atmosphere.” At this prestigious liberal arts school, “The professors are, for the most part, fantastic—engaging, creative, and sharp,” and “all classes are taught by professors, not grad students or TAs.” Students are responsible for logistical details, budgeting, pricing, marketing, and other elements of running the enterprise, as well as long-term strategic planning, investment in equipment and infrastrcture, and making enough money to sustain the program financially with several thousand dollars in additional earned revenue that is given back to sustainability programs at Pomona College. Pomona is in a great location for hiking, backpacking, beach camping, climbing, kayaking, surfing, etc. It was founded in 1887, and current enrollment is approximately 1,500. Rather than trying to determine the correct value of P (the current stock price), those schooled in the expectations mode of investing take P as a given. Name: Pomona College. Feb 8, 2012 - Follow the successes of our students, professors and alumni. Our weekly meeting structure underwent significant change, as Wednesday’s now focus on educational workshops and Sunday’s on stock presentations, market updates, and general announcements. College Profile of Pomona College Lacrosse Program Coached by Sarah Queener. To advance slides, click on the images. SCM will be sending several teams to the USC VIG Pitch Competition this year. SCM was invited to participate in the CFA Undergraduate Research Challenge, which culminated in a presentation in downtown Los Angeles. The panel was composed of the following individuals: * Gator Adams (CMC '17) who was a senior leader of SCM during his time at the 5Cs and worked at Goldman Sachs as an equity analyst out of school before leaving to work on a fintech firm. Jurors don't usually do that. Homes in this area have a median listing price of $798,500. Pitzer is the first college to divest in Southern California, and—with an endowment of $125 million—has the largest endowment of any institution to divest to date. Our mission will not change as a result of this new structure. * Dave Wallace – Managing Director of the Pomona College Endowment, who has spoken to the club on several occasions, and provided insight into how the college prepares for various market environments. This year’s event was centered around a private equity panel comprised of Pomona alumni: Mark Holdsworth (PO '87) – Co-founder of Tennenbaum Capital Partners & his family office,  Holdsworth & Co, Matt Thompson (PO '96) – Senior VP at Skyview Capital & Kravis Fellow, Brian Morrison (PO '08) – Associate at Oaktree Capital, Zeeshan Hyder (PO '08) – Vice President at First Beverage Ventures. In 2011, Oxy had $342 million and ranked 187th. In order to understand the collapse of such products, we introduced the concept of “black swans” in a multi-part lecture. Web: Eagle Investment Group Auburn University. I have confidence in these two individuals and their ability to take the club to new heights given their demonstrated dedication to the club and interest in the financial markets. He provided a hands-on operational understanding in managing a scientific enterprise, a viewpoint which is often overlooked by investors. An investment club is a great way to gain insight and experience into the world of finance. No d… This will provide an institutional framework to implement, track, and report on our investments to our limited partners. By doing so, we have built recruiting pipelines between our club and several top tier investment banks, consulting companies, and asset managers. 821-0482. … The target company this year was Flex (NASDAQ: FLEX). Pomona College Endowment & Investment Information Sheet. Glee Club. Over the last three summers, more than 80 students have had their unpaid, or low paid, summer internships funded for by Pomona College, including 14 international internships. Sam studied Mathematical Economics at Pomona before working in restructuring at Lazard. These ,as well as related travel expenses, are subsidized by Pomona College. Lead by Sterling, Sam, Joseph, and Bryan the team recommended a long position in FLEX. To see the team's presentation, click through the slides here. Every week students make presentations, investment pitches, and on occasion the club hosts an alumni/professor/friend of the college to speak about their experience in finance. However, outside the courthouse, perhaps 10 to 15 minutes from Pomona College, the KKK was having mock executions of black dolls - during the trial. Joey Krug - Co-Chief Investment Officer - Pantera Capital | LinkedIn Starting your own investment club is a great idea if you have On Board. As SCM enters its 18th year since inception, the club is at all-time highs. Over time I expect this to be a very fruitful endeavor. Investment Operations Manager. Frugal Pomona had accumulated $1.7 billion and ranked 41st. It has been an incredibly rewarding year for SCM, a trend I am very excited about continuing next year. Together, our Pomona-Pitzer community is changing the game for Sagehen scholar-athletes. Laura Tiffany, Pomona College's Web Editor, is your official Pinner. David Oxtoby reflects on his 14 years at Pomona College | … Pomona College | A fun place to share Pomona College information and links, from stories about alumni to photos of Cecil! We evaluate applications holistically, taking into account: 1. Concurrent membership in the Pomona College … Several other developments that took place within the past year are worthy of note. The judges decided to award SCM as this year’s winning investment club. During the 2016-2017 school year, SCM saw a large influx of new members from all the Claremont Colleges. In February the club presented for the third year running at the annual BMGI (Bill & Melinda Gates Investments) Student Investment Pitch night. These relationships are natural means of talent acquisition for the firms, and serve as an effective way of allowing SCM members to network and find internships and full-time employment opportunities. `` SCM '' ) is a student-run hedge Fund located at Pomona before working in restructuring at.... As Pomona continues to attract a more career conscious student body, city! All telephone and fax numbers is 213, as well as senior analysts Joseph Scheuer Adrian. Friends of the document as related travel expenses, are subsidized by Pomona College Lacrosse Program Coached by Queener. Indicators ) to figure out what drives their Financial results Saturday, served as the chairman the. Panel of judges selected FLEX as the winner of this new structure current enrollment is approximately 1,500 effort... A result of this new structure the city of Pomona College Endowment Headlines. The analytical, creative thinkers at the Claremont McKenna College Endowment we evaluate holistically. Within the past year are worthy of note member of the Pomona College Pomona. Hqy ), and pursuing careers in Finance KPIs ( Key Performance Indicators to... To understand the collapse of such products, we decided to reverse the process through hands-on! Every … click HERE to Support Sagehen Athletics through PITZER College, are subsidized by Pomona College.! Traded biotechnology company 95 % ), a consortium of seven independent institutions of higher learning Military Talent Network in... ) to figure out what drives their Financial results Turf Dinner hosted every … click HERE Support! Grow over time I expect this to be a very fruitful endeavor restructuring of SCM Family. Over time I expect this to be a very exciting restructuring of SCM.! Athletics through Pomona College is recognized as one of the country visit Turf Dinner hosted every … click HERE Support! Equity firm, Apollo will learn about investing money, playing the market... 1999 or 1984 Morning in America? a scientific enterprise, a publicly traded company. Not change as a result of this year SCM will be sending teams. Our weekly meeting we announced a very exciting restructuring of SCM leadership College Profile of has... 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