Michael Li

Executive Co-President

Michael is a senior from Chapel Hill, NC majoring in Economics and Statistics with concentrations in Finance and Data Science. This past summer he interned in Morgan Stanley’s Investment Banking division in New York. He spent his previous summers also in NYC at MD Global Partners, a boutique investment bank, and in Business Development at KEB Hana Bank. In his free time, he enjoys making hip-hop beats, playing ball, and investing in blue-chip art.

Wendy Zhang

Investment Co-President

Wendy is a senior from Andover, MA double majoring in Economics and Computer Science. This past summer, she interned at Barclays in Sales and Trading. She spent the prior summer in Fixed Income Quantitative Research at Loomis Sayles, where she developed relative value models for emerging market currencies and credit default swaps. Wendy enjoys listening to NPR podcasts, watching 90s sitcoms, and keeping up with her favorite baking shows.

Hannah O'Sullivan

Executive Vice President

Hannah is a senior from Chandler, AZ majoring in Economics with a Finance Concentration. This summer she interned in the Investment Banking Division at Goldman Sachs in the Technology, Media, and Telecommunications group. During her sophomore summer, she interned in Morgan Stanley's Fixed Income Sales and Trading Division in New York. She spent the summer after her freshman year interning at Profisee Group, an enterprise MDM software company in Atlanta. Hannah is also a member of the Duke Women's Golf Team and enjoys hiking, listening to podcasts, and exploring new restaurants in her free time.

Thomas Schaefer

Vice President of Investments

Thomas is a junior from Seattle, WA majoring in Statistics with minors in Finance & Mathematics. This summer, he interned for GMO's (Grantham, Mayo, van Otterloo & Co.) asset allocation team, and previously interned for a credit hedge fund. Long term, he is interested in credit and macro hedge funds. In his free time, he enjoys hiking, playing soccer, and debating obscure trade ideas with Harry.

Erik Jia

Executive Officer

Erik is a junior from Honolulu, HI majoring in Computer Science and minoring in Economics and Philosophy. This summer he interned as a Business Development Intern at Clerkie. He spent the summer after his freshman year interning as a Venture Capital Intern at CDH Investments in China. In his free time, he enjoys watching movies, spending time with his friends and girlfriend, and reading.

Arnav Velaparthi

Executive Officer

Arnav is a senior from Princeton, NJ majoring in Economics with a Finance Concentration. This summer he interned in JP Morgan’s Investment Banking division. He spent the summer after sophomore year interning at Chardan Capital Markets, a biotech focused investment bank in NY. In his free time, he enjoys going to the gym, supporting the Boston Celtics, and playing beats on a glockenspiel.

Jake Kraemer

Vice President of ITP

Jake is a junior from suburban Chicago studying Risk, Data, and Financial Engineering with a Finance minor and Certificate in Innovation & Entrepreneurship. This past summer he interned in investment banking at MD Global Partners. Previously, he has had experience in the Chicago Board of Trade corn options pit and in identifying acquisition targets for a search fund. When he's not crushing DCFs, Jake enjoys cooking up game-changing ideas with Michael Li, Milwaukee Bucks basketball, mini golf, and writing comedy screenplays.

Lynn Fan

Portfolio Manager

Lynn is a senior from Hangzhou, China, majoring in Statistics and Political Science. This summer, she interned at Barclays in New York. She spent her past summer working in investment banking and fixed income research, and did DukeEngage in Seattle her freshman summer. In her free time, she loves watching soccer games as well as listening to Korean Pop music.

Harry Han

Portfolio Manager

Harry is a senior from Shanghai, China, majoring in Economics. He spent last summer as a fixed income analyst at Morgan Stanley, and the previous summer working as a trading intern at Akuna Capital. Harry is a big Celtics fan and enjoys playing poker.

Danny Gendler

Portfolio Manager

Danny is a senior from Brooklyn, NY majoring in Economics with a Finance concentration and Mathematics and minoring in Russian Studies. This past summer, he interned at Houlihan Lokey as a restructuring analyst. Previously, he interned at GAMCO Investors in their Portfolio Management group. The previous summer, he interned at Hermes Capital Advisors, a technology-focused boutique investment bank. Danny enjoys playing baseball, watching Leonardo DiCaprio movies, and hoping the Knicks make the playoffs.

Victor Chu

Portfolio Manager

Victor is a senior from Colts Neck, NJ majoring in Economics with a finance concentration and Computer Science. This summer he interned at Evercore in New York. In the past, he interned at Stream Asset Management conducting fundamental research and analysis. In his free time, Victor enjoys cooking, listening to hip hop, and playing tennis.

Arvind Parthasarathy

Portfolio Manager

Arvind is a senior from Allentown, PA majoring in Economics with a Finance Concentration and minoring in Mathematics. This summer, he interned at Perella Weinberg Partners in their Investment Banking Healthcare Group in San Francisco. He spent the summer after his sophomore year doing Corporate Finance for Thermo Fisher Scientific and was a Data Analytics intern at Dun & Bradstreet during the previous summer. He studied abroad in Barcelona during the spring semester of his junior year. In his free time, he enjoys playing tennis, watching the 76ers, and listening to hip hop/EDM.

Robbie Williams

Portfolio Manager

Robbie is a senior from Palm Beach, Florida double majoring in Economics and Mathematics with a Finance Concentration. This summer, he worked in the Investment Banking Division at Goldman Sachs in the Healthcare group. After his first year, he spent the summer interning for a medical device startup in Cape Town, South Africa. The following summer, he worked for a real estate company in New York. In his free time, he enjoys reading, exercising, listening to music, and going to the beach.

Domonique Ovalle

Portfolio Manager

Dom Ovalle is a junior from Orlando, Florida majoring in Economics with a concentration in finance and minoring in Computer Science. He spent most of his Freshman summer working at Siemens-Gamesa in the project finance team and also went to New York for the Morgan Stanley Freshman Enhancement Program. He interned at Morgan Stanley in the Investment Banking division this past summer. Outside of Investment Club, he is also a part of the Latino Business Organization, serving as a Chief Professional Officer. Dom really enjoys talking about cars, The Office, and going to Disney World.

Neil Reddy

Portfolio Manager

Neil is a junior from Watchung, NJ double majoring in Economics (Finance Concentration) and Computer Science with a minor in German. This summer he interned at Unqork, a software startup that primarily works with insurance and financial services companies. The summer before that, he interned at a wealth management firm in NJ. In his free time, he enjoys playing soccer, traveling, and flying.

Davis Jones

Portfolio Manager

Davis is a junior from Greensboro, NC, majoring in Economics with a Finance Concentration and minoring in Statistics. This past summer, he worked as an investment banking summer analyst for MD Global Partners, a boutique investment bank based in New York. This coming summer, Davis will work for Citi in their Investment Banking and Capital Markets group. In his free time, Davis enjoys attending sporting events, hanging out with friends, and fly fishing.

Benjamin Chin

Portfolio Manager

Ben is a junior from Atlanta, GA double majoring in Economics, Finance Concentration and Mathematics. This summer he interned at MD Global Partners, LLC, a boutique investment bank located in Midtown Manhattan. He spent the summer after his freshman year studying abroad with the Duke in London – Finance program and traveling around Western Europe. In his free time, Ben enjoys playing the piano and saxophone, golfing, working his way through the AFI’s 100 movies list, and riding a scooter around campus.

Sanjay Satish

Portfolio Strategist

Sanjay is a junior from Mukilteo, WA double majoring in Economics and Statistics with a minor in Political Science. This summer he worked as an analytics intern at Boeing in their Digital Business Operations division. He spent the summer after his freshman year working in visual merchandising at Crate and Barrel and as an economics research assistant (which he loves to do!). In his free time he enjoys running, watching the West Wing, and is an active member of the Seattle Fountain Pen Club.

Eddie Chen

Portfolio Strategist

Eddie is a sophomore from Plano, TX majoring in Statistics with a minor in Finance. This past summer, he interned at Ranger Capital Group as an analyst in the growth equities portfolio. In his free time, he enjoys playing the saxophone, playing poker, and following dog accounts on Instagram.

Helen Chen

Chief Correspondent and Treasurer

Helen is a sophomore from Toronto, Canada majoring in Statistics and minoring in Finance. She is very interested in the intersections of finance and STEM fields, especially biotechnology and medicine. This summer, she'll be be participating in the Duke Data+ Program on AI in the Investment Office with DUMAC (Duke Management Company). She also enjoys advocating for the UN Sustainable Development Goals, listening to musicals, singing classical opera, and playing contract bridge.

Maksym Kosachevskyy

Investment Secretary

Maksym is a senior from Greensboro, NC majoring in Economics with a concentration in finance. This past summer, he interned at Capital Bank's Consumer Deposits department in Raleigh, NC. In the previous summer, he performed data analysis for Lazard Asset Management through Duke's Data+ program. In his free time, Max enjoys playing guitar, watching critically-acclaimed films, and playing table tennis.

Ivy Zhang

Chief Marketing Technologist

Ivy is a sophomore from Pennington, NJ majoring in Economics with a Finance Concentration and minoring in Computer Science and Psychology. This summer she interned at Van Leeuwen and Company, a boutique wealth management firm. In her free time, Ivy enjoys playing squash, watching rom-com movies, and exploring NYC's food scene.