The Fund
A $300,000 portfolio of mostly stocks, plus bonds and cash, approved by WPI's Board of Trustees. Students research, pitch, and manage the positions, with oversight from faculty advisors.
How the fund is run
Analysts build the case
Each analyst covers a sector and researches ideas in depth: the business, the valuation, and the main risks.
Ideas are pitched and debated
Analysts present their thesis to the fund manager and the team, and defend it before a position is opened or resized.
Faculty review
Five faculty advisors oversee the portfolio and the process, and the fund reports to WPI's Board of Trustees.
Team
Faculty advisors
Ph.D. in Empirical Financial Economics, City, University of London. M.S. in Computational Finance, Carnegie Mellon.
Chief Investment Officer of Cornell University's endowment from 2012 to 2016.
Nearly ten years in the financial industry, including GE Asset Management and Mastercard.
Ph.D. in Finance, University of Houston. Research in empirical asset pricing and institutional investors.
Ph.D., Cornell University. Teaches financial mathematics and operations research. WPI faculty since 2005.
Fund manager
Sector analysts
Joining the Fund
Analyst seats are filled through an application, usually from active Association members. Applications are announced by email. The best way to prepare is to come to meetings and pitch a stock.