Hear From Our Alumni & Past Leaders
Rohan Kohli - Class of 2024
President (Fall 2023)
Investment Banking Analyst at Morgan Stanley
“TSF gives everyone the opportunity to pursue their passion for investing with real capital. When you’re surrounded by curious minds and experienced mentors, you continuously learn better idea creation and analysis. Through pitches, question and answering, and alumni feedback, you can get the reps you need to hone your investment mindset.”
Maxwell Plottel - Class of 2023
President (Spring 2023)
Commercial Rotational Analyst at Castleton Commodities International
“TSF is instrumental in honing investment acumen. Hands-on management of real capital sharpened my analytical skills, providing invaluable experience in idea generation and sector analysis within the US economy. Collaborating with peers to identify and capitalize on value drivers underscored the importance of teamwork in successful investing. The Fund serves as a crucible for developing a robust investment framework, laying the groundwork for successful future careers in finance.”
Verne Garin - Class of 2023
Vice-President (Spring 2023)
Equity Research Associate at Wolfe Research
“My primary takeaway from being in TSF is the importance of diverging from market consensus. In the early stages of security selection, I was inclined to focus on bullish analyses authored by others. However, through TSF and related pursuits, I've realized the necessity of formulating contrarian perspectives supported by rigorous research to generate significant alpha. Profitable investments occur when there is a shift in the financial community's valuation of a company - to capitalize, we have to be ahead of the curve and different from consensus early on. There is no better undergraduate community on campus for learning the requisite investing mindset for breaking into finance.”
Rohit Roy - Class of 2022
President (Spring 2022)
Sales & Trading Analyst at Barclays
“TSF has been an unparalleled educational journey. I’ve learned more about finance and investing from TSF than from other avenues like classes and even professional experiences. It offers a unique blend of skills and perspectives essential for those aspiring to a career in finance or keen on savvy investing. The skills and mindset you gain from TSF are difficult to obtain elsewhere, making it truly invaluable. On top of that, you get to meet a lot of great peers and supportive upperclassmen, helping you build a community you can really lean on throughout your time at CMU.”
