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 Executive Officer.
Roma Forest is a senior currently pursuing her Bachelors in Economics and Masters in Finance. This past summer, she interned at Bank of America Merrill Lynch as an investment banking analyst. In her free time, she enjoys training for her black belt in Shotokan Karate and watching Netflix.
Chief Operating Officer.
Wylie Makovsky is a junior currently pursuing dual major in Economics and Philosophy. This past summer, he worked as an analyst at Loin Point, a hedge fund in New York City. For fun, he likes to play basketball, golf, poker, and make music.
Chief Investment Officer.
Kevin Hsu is a senior currently pursuing his Bachelors in Economics and Accounting. This past summer, he interned at PricewaterhouseCoopers as a core assurance intern. In his free time, he enjoys watching the Dodgers and practicing magic.
Chief Technology Officer.
Jack Huang is senior majoring in Science Management with a focus on Computer Science and Engineering. He also acts as an analyst on the technology team. This past summer, he operated as the Chief of Staff at a Startup in LA. In his free time, he enjoys watching and playing soccer, playing video games, and reading.
Jennifer Mace is a senior pursuing a Bachelors in Economics with a sequence in Finance and a Data Science concentration. She has spent the past two summers working at Goldman Sachs, in Private Wealth Management and most recently in Global Investment Research. She will be starting at Boston Partners, a value equity and alternatives investment management firm. In her free time, she enjoys running, cooking, hiking, nerding out about math, and spending time with friends and family.
James Jiang is a senior currently pursuing his B.A. in Economics and M.A. in Finance. This past summer, he interned at J.P. Morgan in Singapore as a Global Markets Summer Analyst and will be joining the Commodities team after graduation. In his free time, James prefers to take long naps or play some basketball. James is also a big fan of scotch and Japanese whiskey.
Blaze Jia Jian Li is currently a senior pursuing a degree in History. This past summer, he interned at Goldman Sachs’ investment banking analyst and will be returning full-time. In his free time he enjoys napping, playing xbox, and eating Mc Chicken Nuggets with his friends.
Alex Cha is a junior currently pursuing his Bachelors in Economics with a sequence in Leadership Studies. This past summer he interned at Nfluence Partners as an investment banking summer analyst. Outside of SIF, he pole vaults for the CMS Track and Field team, and enjoys skateboarding and listening to hip-hop.
Jared Barclay is a senior currently pursuing his Bachelors in Economics-Accounting and Masters in Finance. This past summer, he interned at Citi as an investment banking analyst and will be returning for full-time. In his free time, he enjoys golfing, Florida Panthers hockey and food.
Jason Barbarosh is a senior pursuing a B.A. in Economics with a sequence in Computer Science. Jason spent this past summer at BlackRock, Inc. in San Francisco as a quantitative analyst on the Global Allocation Fund. He programmed a systematic equity derivative trading strategy. In his spare time, Jason enjoys making and drinking coffee and laughing with friends
Portfolio Manager: James Jiang ’19
The energy industry group is led by James Jiang ’19. 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.
Portfolio Manager: Jenn Mace ’19
The Consumer Group focuses on analyzing and investing in companies in the consumer, retail, and restaurant space.
Portfolio Manager: Blaze Li ’19
The financials team invests in financial institutes and some FinTech companies.
Portfolio Manager: Alex Cha’20
The healthcare team invests in healthcare, pharmaceuticals, and biotech firms.
Materials, Utilities & Industrials.
Portfolio Manager: Jared Barclay ’19
The MUI group’s current holdings are in the metals & mining and aerospace & defense sectors.
Portfolio Manager: Jason Barbarosh ’19
The technology team invests in technology, media, and telecommunication firms.
Claremont McKenna College Student Investment Fund
Designed by Jack Huang ’19