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v2 Spring 2020

Capital Management Club News & Notes – Spring 2020

Volume 2

·         New Leadership

·         Membership Update 

·         Training Sessions

·         Career Development         

·         Placement Update

·         Current Portfolio Holdings

·         Portfolio Analysts


New Leadership

The new executive board members for the 2020/2021 academic year are: Charlie Forbes (President), Evan Salentine (Vice President), and Sheldon Deng (Treasurer). Thank you to the outgoing board for their excellent service. Also, Hawk Center Co-Director, Greg Edwards is taking over as the club’s Faculty Advisor.

Membership Update

The club recruitment and marketing chairs, Taran Katta, Elena Wallenfang, and Trip Hanley participated in the engineering school and University organization fairs this year. Their efforts contributed to a record 172 club members in the Fall (107 freshmen, and sophomores,65 juniors and seniors) and 127 members this Spring (91 freshmen, and sophomores, 36 juniors and seniors).

Training Sessions 

Participation in the 2019/2020 training sessions exceed capacity with more than 45 members in the Fall joining each of the five sessions. As usual the Spring sessions were smaller, but still averaged 20-30 members, even after the sessions moved online when the school closed in-person instruction.

Eleven teams showcased what they learned in the Associate Member Pitch Days presenting Lyft, CoreCivic, Tencent, Inspire Medical Systems, McDonalds, Pfizer, Lululemon, First Solar, Walmart, and Visa. The Inspire Medical Systems team was the Fall semester winner and the Visa and Lululemon teams ended in a tie in the Spring. Congratulations to AJ Ervin, Ishan Patel, Roth Mizell, Jordan Myles, AJ Valus, Nate Etzel, Charlie Forbes, Spencer Sparks, Alex Kelly, Chris Duffy, Ben Peterson, and Umer Sohail and their PA mentors Kyle Lindgren, Travis Bradford, and Nick Mott.

Career Development

Last year the club added several sessions dedicated to informing younger members about career paths related to investing. Success with this effort led to formalizing the career development support offered to members including networking sessions led by Nick Okon and Brennan Flaherty. In addition, a guest speaker series brought professionals together with members via videoconference for career discussions. Using the videoconference format enabled the talks to be recorded allowing members unable to attend to benefit from the speakers’ insights. The talks included:

Panel discussion with recent graduates – Former CMC members: Aaron Hizmi (MS-ASAP ’18) T. Rowe Price - buy-side equity analyst, Zak Kavajecz (MS-ASAP ’18) EAM International - buy-side equity analyst, Sam Pickett (MS-ASAP ’19) Brahman Capital - buy-side equity analyst, Matt Tomczyk (MS-ASAP ’18) Northwestern Mutual Investment - buy-side credit analyst, Joe Hoffmann (MS-ASAP ’19) Camber Capital - buy-side equity analyst

Hedge fund investing – Andrew Quinn (BBA ’11 and CMC Co-Founder) AQR Capital Management

The role of a buy-side equity research analyst – Simon Bizien (MS-ASAP ‘15) Invesco Ltd.

The role of credit research – Betsi Hill (MS-ASAP ’89) Co-Director Hawk Center for Investment Analysis, Napier Park Global Capital (retired)

The future of investment research – Brian Hellmer (MS-ASAP ’89) Managing Director-Public Equities, State of Wisconsin Investment Board

Real Estate Investment Trusts – Tim Pire, Director of UW’s Applied Real Estate Investment Track (AREIT) 

Placement Update

We are happy to report that many members have secured summer internships or full-time jobs; however, we still have members looking. Portfolio analyst resumes can be viewed at this link. Please keep the students in mind if you are hiring or know of something that would be a good fit for our members. You can reach out to Greg Edwards ( if you have opportunities.

Internships: Travis Bradford-Guggenheim Partners, Kyle Lindgren-Credit Suisse, Elise Gerard-Columbia Threadneedle, Ivan Kyle-Harris Associates, Elena Wallenfang-Eminence Capital, Max Fischer-Interval Partners, Brennan Flaherty-BMO Capital Markets, Patrick Hoffman-TD Securities, Griffin Haase-Guggenheim Partners, Wei Shan Lim-Credit Suisse, Evan Salentine-Keil Financial Partners, Charles Forbes-Markin Capital

Full-time: Hannah Davidson – Fidelity, Steve Heron – Northwestern Mutual Capital, Cole Hyland – Credit Suisse, Michael Orke – Robert. W. Baird, Tony Mattioli – BNP Paribas

Current Portfolio Holdings

Portfolio Analyst


Company Name

Kevin Wenzel



Griffin Haase


Check Point Software Technologies

Ari Natansohn


Everi Holdings, Inc.

Trip Hanley


Extended Stay America, Inc

Kyle Lindgren


First Solar, Inc.

John Dietz


Lockheed Marting Corporation

Hanyang Huang


McDonald's Corporation

Evan Salentine


NVIDIA Corporation

Tien Zhuen Lee


Pfizer inc.

Elena Wallenfang


Stitch Fix, Inc.

Wei Shan Lim


Tencent Holdings Ltd. ADR

Sheldon Deng


TJX Companies Inc.

Nick Richards


Twilio, Inc.

Elise Gerard


Tyson Foods, Inc.

Nick Mott


Visa Inc.

Nick Okon


Walmart Inc.

Charlie Forbes


Walt Disney Company

The Hawk Center for Investment Analysis allocated $100,000 for investment in CMC member ideas following its assumption of the faculty adviser role with the club. Pitches receiving at least 60% affirmative votes are invested in this portfolio which has a current value of approximately $155,000.

Fall semester Top Performer: Stitch Fix – Elena Wallenfang

Spring semester Top Performer: ABIOMED – Kevin Wensel and NVIDIA – Evan Salentine

Portfolio Analysts

To become a Portfolio Analyst, a member must complete the CMC training program, pitch an idea to the club, and demonstrate competence in an interview with club leaders. The current Portfolio Analysts are: Travis Bradford (President), Griffin Haase (Vice President), Tien Zhuen Lee (Treasurer), Patrick Hoffman (Pitch Logistics Co-Chair), Kyle Lindgren (Pitch Logistics Co-Chair), Elise Gerard (Member Relations Chair), Trip Hanley (Marketing Chair), Elena Wallenfang (Recruitment Co-Chair), Taran Katta (Recruitment Co-Chair), Nick Okon (Career Development Co-Chair), Brennan Flaherty (Career Development Co-Chair), Max Fischer, Hanyang Huang, Ivan Kyle, Wei Shan Lin, Tony Mattioli, Erik Sundberg, John Dietz. Ari Natansohn, Charles Forbes, Kevin Wenzel, Nick Mott, Evan Salentine, Jacob Wolk, Sheldon Deng, Jordan Myles, Michael Orke, and Hannah Davidson


Travis Bradford (BBA 2021, Finance) is the president of CMC. Travis is from Greendale, Wisconsin and came to UW because of its reputable business school and strong alumni network. Travis interned with Arrowroot Advisors, a boutique investment bank, during sophomore year, at Eminence Capital after sophomore year, and will be interning in investment banking at Guggenheim Partners in New York this summer. He pitched Canada Goose as a freshman and has represented CMC and UW at the Michigan Undergraduate Investment Conference twice pitching Lululemon and Treehouse Foods.



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