I would like to thank all of our members, our alumni, and SCM’s investors for entrusting me with the stewardship of the club for the past three years – I could not be more grateful for the opportunity, and will never forget this experience. The SCM team presented a long position in Control4 (CTRL), a smart-home automation firm. At this exciting moment in Sagehen history, Pomona and Pitzer are increasing their investment in our athletics community. These ,as well as related travel expenses, are subsidized by Pomona College. 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. The engagement with the larger student community and the investment performance of our recommendations have been impressive. Sam studied Mathematical Economics at Pomona before working in restructuring at Lazard. With a new fund structure in place and a qualified leadership team ready to take the reins, the club is in an excellent position. 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.”. The analytical, creative thinkers at the 5Cs have demonstrated their investment abilities, and continue to learn, apply, and achieve alpha. “Climate action is urgent, and we are treating it urgently. 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. … Learn More About the Women's D3 Lacrosse Team and Colleges Academic, Social, and Financial Attributes. The participants were asked to present a company in the cruise industry, and ultimately selected Carnival Cruise Lines (CCL). Chang, Cindy. Pitzer trustee Donald Gould PO ’79, who spoke on Saturday, served as the chairman of the task force. SCM was invited to participate in the CFA Undergraduate Research Challenge, which culminated in a presentation in downtown Los Angeles. Feb 8, 2012 - Follow the successes of our students, professors and alumni. Together, our Pomona-Pitzer community is changing the game for Sagehen scholar-athletes. Jurors don't usually do that. ... Pomona College 2020, Physics & Politics. Membership is open through audition. 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. The ensemble performs several concerts throughout the year and tours for 7-10 days to various areas of the country. 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. In October we had a video conference with Matthew Lubman (‘05), a senior analyst at event-driven, merger arbitrage hedge fund, TIG Advisors. * 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. The presentation is above; to advance to the next slide, just click on the image. For our presentation we pitched HealthEquity (HQY). See more ideas about Pomona college, Pomona, People news. Our current investors include 5C alumni and friends of the colleges, a list we expect to grow over time. Lead by Sterling, Sam, Joseph, and Bryan the team recommended a long position in FLEX. A panel of judges selected FLEX as the winner of this year's event following the presentations. For the past few weeks we have been focusing on the short side of the book, seeking to identify characteristics of good short opportunities and the type of analysis required. Frugal Pomona had accumulated $1.7 billion and ranked 41st. This weekend SCM represented by (from left to right) Adrian, Gilbert, Sterling, Akira, Alex, and Yusuke presented at a stock pitch competition held at USC. 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. Kate Bagley, Vice President Cheryl Casey, Advisor Auburn Student Investment Club Raymond J. Harbert College of Business 405 West Magnolia Avenue Auburn, AL 36849 Email: kate.bagley@auburn.edu Unless otherwise noted, the area code for all telephone and fax numbers is 213. By bridging the gap between Carnegie Hall and the worldwide presence of our alumni, SCM is able to provide our members with an understanding on how to apply the knowledge obtained from classes and the club into life after college. 95%), the Restricted Fund (less than 1%), the Annuity Fund (approx. 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. Ohanesian, Bob. Investment Operations Manager. Director Eagle Investment Group 401 College Avenue Ashland, OH 44805 Email: trumker@ashland.edu. The Family Office Club is the #1 largest membership-based community of family office professionals. During our weekly meeting we announced a very exciting restructuring of SCM. Lead by Sterling Schwartz, Sam Glazer, Joseph Scheuer, and Bryan Lynch the club pitched a long position in Flex (FLEX), a leading EMS (electronic manufacturing services) firm. 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. Following the fall semester’s focus on high-level company and industry analysis, we began the spring semester by going granular – single firm operating models. 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. The full presentation can be viewed on the portfolio section under "Stitch Fix Presentation." The club structure includes Junior Analysts, Senior Analysts, Managing Directors, and a C-suite containing Fund Manager(s), CRO, and COO. Joey Krug - Co-Chief Investment Officer - Pantera Capital | LinkedIn Pomona has good sports teams, and a lot of kids watch the big rivalry games against the other Claremont Colleges (but otherwise no one goes to sports games). On Board. CLICK HERE To Support Sagehen Athletics through POMONA COLLEGE. 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. It was founded in 1887, and current enrollment is approximately 1,500. Towards the end of the fall semester we were fortunate to have Walter Pritchard (‘98), a senior equity analyst at Citigroup covering software, visit the club to give a presentation. The presentation is here–to advance slides, click on the image. More recently, he has transitioned to Surveyor Capital, a division within Citadel. Today SCM was fortunate to host former leader of the club, Sam Kaplan. Portfolio Insights: “The Pomona endowment invests in a highly diversified mix of assets, including U.S. and non-U.S. equities, emerging markets, and fixed income, as well as non-marketable equity assets such as venture capital, private equity, absolute return strategies, and real assets such as marketable hard assets, private real estate, timber, and energy. Let me start by saying what a pleasure it has been to be a part of such a wonderful organization for four years, and to have had the privilege of leading the club for three of those years. Furthermore, our members delved into the study of companies KPIs (Key Performance Indicators) to figure out what drives their financial results. 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.” 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. Visit Turf Dinner hosted every … In addition to investment competitions and weekly lectures, the club was fortunate to host several alumni via in-person visits, video calls, and the annual Claremont Finance Conference. 740-5413. Glee Club. To see the team's presentation, click through the slides here. Courses you've elected to take, given what is offered at your school. Pomona College Endowment & Investment Information Sheet. Pomona College had $242 million and ranked 47th. Building upon operating models, we decided to reverse the process through a strategy known as Expectations Investing. Likewise, I would like to thank Pomona’s Economics Department for allowing us to use their space to host our meetings, our faculty advisors, and all of our club members. The judges decided to award SCM as this year’s winning investment club. Our mission will not change as a result of this new structure. In February, SCM hosted the lunch event for the annual Claremont Finance Conference. 5%), and the Endowment Trusts Fund (currently zero).” (Source). Divestment, which Pitzer’s Board of Trustees approved unanimously April 5, is part of a larger climate action plan that the college is undertaking. In order to understand the collapse of such products, we introduced the concept of “black swans” in a multi-part lecture. To advance the presentation, click on the images. Organizations listed on Engage are affiliated with ASPC, the Pomona College student government. 5) Pomona College is recognized as one of the nation’s most prestigious liberal arts colleges. This year SCM will be sending two teams to the USC Value Investing Group's Annual Stock Pitch Competition. 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. Beyond our two weekly meetings, the club has made a concerted effort to reach out to alumni in the finance community. 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. 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. To ensure the College’s continued intellectual and co-curricular vibrancy, the College seeks a vice president for advancement to lead its external relations program to new and ambitious levels of productivity. With a mailing list in excess of 300 associated students, engagement with the club has never been higher. Homes in this area have a median listing price of $798,500. We ask you to join this effort with a gift to the … Pomona is a city with a bright vision for its future, and is dedicated to the quality of life for our diverse community. Lead by Sterling Schwartz, Joseph Scheuer, and Ben Sacks, SCM Team 1 will be presenting a short on Stitch Fix (SFIX). You will learn about investing money, playing the stock market, and pursuing careers in finance. 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. The spring semester got off to a busy start with the Bill & Melinda Gates’ Investments (“BMGI”) Student Pitch Night in January. Whereas most analysts spend their time building models of various complexity and pushing their assumptions into the future, expectation-style investors play a very different game. One of the new programs, created in the Summer of 2011, is Summer Internship Program (SIP). The Daring Minds Campaign hopes to eliminate any rejection due to this. Over time I expect this to be a very fruitful endeavor. To advance the presentation, click on the images. Value Investment Club. Today SCM hosted the lunch event of the annual Claremont Finance Conference. The final investment competition that SCM participated in was the USC Value Investment Group Pitch Event in April. Veterans on Wall Street (VOWS) Military Talent Network. With over 1,500 registered family offices we have more billionaire family offices, centimillionaire families, and single family office members than our top two competitors combined. The outdoors club is rad and very popular. 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. Going forward, Sagehen Capital Management will invest assets on behalf of its investors through the Pomona College Endowment. Turning from the educational component of SCM towards the unique hands-on approach that the club provides, it has certainly been a busy year in this regard. Student-Run Hedge Fund at the Claremont Colleges. We provide endowment funds with buy-side co-investment and direct investment deal origination services, outsourced chief investment officer selection help, and also provide Endowment 500 research and Endowment Database Solutions. Our team was represented by Sterling Schwartz, Joseph Scheuer, Bryan Lynch, and Sam Glazer. Page 29 | Find homes near Pomona College in Claremont, CA. 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. Top Pomona College Endowment Fund Headlines: 1) Pomona College is a small private liberal arts institution in Claremont, California. For the 2018-2019 school year, SCM will have a dual-leadership structure headed by Sam Glazer (Pomona Class of 2019) and Joseph Scheuer (CMC Class of 2019). In short, it has been a growth year for SCM on a number of fronts. In the fall semester, we hosted Adi Mohanty, CEO of BioTime (BTX), a publicly traded biotechnology company. To advance pages, click on the image of the document. Name: Pomona College. The analyst then examines the consensus assumptions that produce P in order to determine whether or not they find the assumptions reasonable or not. In 2011, Oxy had $342 million and ranked 187th. (Source). Three new trustees have been elected to Pomona’s governing board. During the 2016-2017 school year, SCM saw a large influx of new members from all the Claremont Colleges. as the panelists responded to questions about where they see the market and the economy following the recent volatility and policy changes enacted. Our team, the Endowment Fund Association (EFA) and Endowments.com is the #1 community and most visited website dedicated to endowment fund professionals. As SCM enters its 18th year since inception, the club is at all-time highs. 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. Several other developments that took place within the past year are worthy of note. Speakers included: Dave Wallace – Managing Director of the Pomona College Endowment With the win, the team will manage a CFA Society Orange County investment portfolio of approximately $75,000 in addition to their Cal… Academics. 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. No d… 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 … 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. It has a total undergraduate enrollment of 1,717, its setting is suburban, and … 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. All Rights Reserved. (Source). However, outside the courthouse, perhaps 10 to 15 minutes from Pomona College, the KKK was having mock executions of black dolls - during the trial. 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. Web: Eagle Investment Group Auburn University. SCM participated in the fourth annual Bill & Melinda Gates Investments Student Pitch Night earlier this week. The theme this year was "2018 – Party Like it's 1999 or 1984 Morning in America?" Several SCM sophomores participated in Point72 Asset Management's annual pitch competition. This has taken many forms, including Skype calls, in-person meetings, and hosting them at the Claremont Finance Conference. The target company this year was Flex (NASDAQ: FLEX). As stewards of a most generous gift by our benefactor, Marcel Houtzager, we continue to recognize the rare opportunity we have been provided, something that we do not take for granted. During our meeting today two of our members presented the final version of their work on the LNG market. To advance slides, click on the images. 821-0482. SCM will be sending several teams to the USC VIG Pitch Competition this year. Home; About SCM; Our Team; Alumni; Portfolio; Reading List; Prev Next 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. An investment club is a great way to gain insight and experience into the world of finance. Pomona is in a great location for hiking, backpacking, beach camping, climbing, kayaking, surfing, etc. 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. 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. To advance slides, click on the images. If your schooling has been or continues to be disrupted due to the coronavirus (COVID-19), we will take that into account and are happy to discuss your best options with you. 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. Usc Value investing Group to participate in the 2018 CFA student Pitch Night earlier this week effort to reach to. 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