The Claremont McKenna College Student Investment Fund invests around $2.1 M of the college's endowment. The Fund is managed by the Chief Executive Officer, the Chief Investment Officer, and the Cheif Operating Officer. This team is supported by the Chief Technology Officer and the Portfolio Managers of the industry groups. Industry groups include Technology, Healthcare, Materials Utilities & Industrials, Financials, Consumer, and Energy.
Chief Operating Officer.
Roma Forest '19
Roma Forest is a junior currently pursuing her Bachelors in Economics and Masters in Finance. This past summer, she participated in the Girls Who Invest program and interned with the Andrew W. Mellon Foundation in their investments office. In her free time, she enjoys training for her black belt in Shotokan Karate and watching Netflix.
Chief Investment Officer.
Nicolas Obrand '18
Nicholas Obrand is a senior Applied Mathematics and Economics Dual Major. During the summer he worked in San Francisco as a data science intern with a real estate tech startup, Property Capsule. For fun, he loves learning new coding techniques as well as watching and playing sports.
Chief Technology Officer.
Jiawei Jack Huang ‘19
Jack Huang is junior majoring in Economics and Computer Science Engineering. He is also acts as an analyst on the technology team in the fund. This past summer, he worked on the investment team at 8VC, a venture capital firm that invests in software startups. In his free time, he enjoys watching and playing soccer, playing video games, and reading.
Christian Kelly is a senior currently finishing his Bachelors in Economics and Minor in Leadership Studies. This summer, Christian worked in the investment banking division at Bank Of America Merrill Lynch in New York, and he will be returning to the firm upon graduation. In his free time, he likes to hang out with friends, try new food, and swim.
Elaine Song ‘18
Elaine is a current senior pursuing her Bachelors in Economics and Mathematics. This past summer, she interned at J.P. Morgan’s Sales & Trading department. In her free time, she enjoys playing board games and watching dramas.
Ammar Karmali ‘18
Ammar Karmali is a senior currently pursuing his Bachelors in Economics. He has spent time with FTI Consulting in their LA TMT group, along with equity long-short hedge fund Amiya Capital in London, England. In his free time, he enjoys following his New York sports teams - Yankees, Giants, and Knicks – along with listening to country music and reading non-fiction.
Blaze Li ‘19
Blaze Li is a junior currently dual majoring in Economics and History. This past summer, he interned at St. Cloud Capital, a lower-middle market mezzanine-debt focused private lender. Blaze is the portfolio manager for the materials, utilities, and industrials (MUI) group. In his free time, Blaze likes to sing with his a capella group, follow the NBA, play video games (Overwatch, Far Cry, Total War), and go on late night fast food runs
John Everett ‘19
Energy. Portfolio Manager: Elaine Song'18
The energy industry group is led by Elaine Song '18 and James Jiang '19. Together with analysts Wylie Makovsky and Vikramaditya Jhunjhunwala, the team has been investing in and actively managing stocks including the JinKo Solar Holding, NextEra Energy, and Continent Energy. It continues to look into many exciting investing opportunities in the energy space.
Consumer. Portfolio Manager: Christan Kelley '18
Christian manages the Consumer Group, which focuses on analyzing and investing in companies in the consumer, retail, and restaurant space. In addition to Christian as Portfolio Manager, the group is comprised of Jenn Mace as Vice President and 3 analysts.
Financials. Portfolio Manager: Clara Madsen '18
The financials team...
Healthcare. Portfolio Manager: Ammar Karmali '18
The healthcare team...
Materials, Utilities & Industrials. Portfolio Manager: Jiajian Li '19
The MUI group's current holdings are in the metals & mining and aerospace & defense sectors. Members of the MUI team are: Blaze Li, Jared Barclay (VP), Victor Bunce, Samarth Chawla, and Justin Law.
Technology. Portfolio Manager: Jonathan Shaw '18
The technology team...