Executive Committee
The executive committee is responsible for managing the fund internally, including but not limited to developing the long-term strategy of the fund's portfolio management activities, training analysts, expanding organizational resources and recruiting and placing human capital within the Fund, steering mentorship programming, setting educational targets, placing and approving trades with the CMC investment office, and maintaining portfolio records as well as issuing weekly portfolio updates.
Elizabeth Iwicki
Chief Executive Officer
Kian Shah
Chief Operating Officer
Sam Swansen
Chief Investment Officer
Portfolio Managers and Vice Presidents
Portfolio Managers and Vice Presidents are responsible for leading their respective industry groups and monitoring the holdings in those industries. PMs and VPs are the fund's first line of defense for following and synthesizing material corporate news. PMs and VPs are further responsible for holding weekly meetings with all industry group members to review group performance, generate investment ideas, reevaluate current investments, engage in industry research, educate analysts, and provide internship and career support. PMs and VPs are selected and assigned to portfolio groups by the Executive Committee.
Will Zhou
Portfolio Manager
Zane Yamamoto
Portfolio Manager
Rachana Muvvala
Portfolio Manager
Zara Vakath
Vice President
Kamila Melikova
Portfolio Manager
Will Turner
Portfolio Manager
Christopher Wicke
Vice President
Ethan Choi
Vice President
Will Wallace
Portfolio Manager
Rohan Vaidya
Portfolio Manager
Wesley Dale
Vice President
Peyton Ogasawara
Vice President
Analysts
Analysts are responsible for monitoring day-to-day corporate news regarding the Fund’s holdings and updating upper management with material developments. Analysts will also contribute to the annual report by writing investment summaries. The chief charge for analysts is learning from PMs and VPs in preparation for future leadership roles in the Fund.
Consumer
Hank Harvego
Varidhi Singh
Dylan Krueger
Gwenivere Robinson
Healthcare
Taleen Berberian
Timon Xu
Tobias Funk
Livia Hughson
Spencer Taylor
Energy & Utilities
Jason Ma
Will Turner
Shiah Sarkowsky
Kian Shah
Materials & Industrials
Natalie Ionescu
Caden Rogers
Carolina Nobili
Bet-sua Perez Marcial
Financials & REITs
Jack Holden
Yuma Kuga
Claire Vlases
Matthew Robinson
Tech, Media, & Telecom
Lulu Gao
Anastasia Nikolaeva
John Horan
Jenna Rempel
Mehak Garg
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