MBA Investment Fund, L.L.C.
MBA Investment Fund, L.L.C.

MBA Student Managers

The student portfolio managers are selected through an application and interview process each November. Once selected, the new student managers begin training with the graduating student managers, and take over the Fund portfolio in March. The managers are responsible for virtually all activity with the Fund's portfolio, including company research, economic forecasting, risk management, pitching stock and bond ideas, working with the Fund's brokers to execute trades, and producing written reports and verbal presentations to the Fund's Advisory Committee.

(Class of 2009)

Class of 2010

Chris Clement
Kansas
Institutional Equity Sales Associate
JNK Securities
Information Systems
Saint Louis University
Resume
Jody Farquhar
Texas
Day Trading Team Lead
Penson Financial Services, Inc.
Economics
University of North Texas
Resume
Gaurav Gupta
Dubai, U.A.E.
Senior Consultant
Appian Corporation
Computer Science & Mathematics
The University of Texas at Austin
Resume
Rafia Hasan
London, England
Analyst
Credit Suisse
Economics
Wellesley College
Resume
Nathaniel Jacks
Arkansas
Product Specialist
Southwest Securities
Financial Consulting
Southern Methodist University
Resume
Jeremy Jones
Arizona
F-15C Pilot
U.S. Air Force
Operations Research
U.S. Air Force Academy
Resume
Edmund Lau
California
Associate
LECG, LLC
Economics
U.C. Berkeley
Resume
Lee McBrearty
Alabama
Special Advisor
U.S. Department of State
International Business
Auburn University
Resume
Jerry O'Hara
Connecticut
Senior Investment Analyst
Charles Schwab & Co, LLC
Finance
Lynchburg College
Resume
Tide Olubanjo
Texas
Trust Associate
The Bank of New York Mellon
Economics
The University of Lagos, Lagos, Nigeria
Resume
William O'Neil
Texas
Research Associate
AIM Investments
Finance
The University of Texas at Austin
Resume
Michael Preis
Louisiana
Branch Manager
E*TRADE Financial
Finance
University of Southern California
Resume
Shahrom Roshani
California
Mutual Fund Accountant
Dimensional Fund Advisors
Economics
University of California at Berkeley
Resume
John Rutledge
Texas
Associate
GW Equity, LLC
Economics & Finance
University of Texas at Dallas
Resume
Derek Sbrogna
Massachusetts
Marketing Manager
Daymon Worldwide
Finance and Marketing
Boston College
Resume
Marc Shmerling
Tennessee
Senior Electrical Engineer
Motorola, Inc.
Electrical Engineering
University of Michigan
Resume
Derek Victory
Louisiana
Senior Project Manager
TriTek Solutions, Inc.
Computer Engineering & Mathematics
Vanderbilt University
Resume
Paul Westney
Texas
Junior Treasury Trader
Goldenberg, Hehmeyer & Co.
International Studies
John Hopkins University
Resume

 

 

 © MBA Investment Fund, L.L.C.
Last Updated: Wednesday, September 09, 2009