Welcome New Board Members & Portfolio Committee

We are proud to announce our new Board Members and Portfolio Management Committee!

Board Members 2015-2016

Executive Director: Nancy Yannan Li

Portfolio Manager: Siran Tang

Treasurer: Linh Nguyen

Public Relations Chair: Camilla Dornquast

Secretary: Trista Cao

Portfolio Management Committee 2015-2016

Siran Tang
Linh Nguyen
Hunter Rendleman
Camilla Dornquast
Fatema Sheikh
Rachael Abraham

Wish the new board members and portfolio management committee the best of luck for the upcoming academic year!

Annual Donation Application. Deadline Friday, March 20th

As many of you may know, the student-run investment club Owl Investment Group gives annual donations to various Bryn Mawr clubs as a way of giving back to our community. If your club has upcoming projects or events that you think are beneficial to the Bryn Mawr community, and you still need funding for them, you can apply now for the OIG Club Donation Event. Please click on the link below to fill out a Request Form :


You may request a maximum of $1,000.00. The deadline for the OIG online donation application is this Friday, March 20th, 11:59 pm. Once the Form is submitted, we’ll get back to you as to when your club/organization may come in for a presentation of your request to the OIG club members by Sunday, March 22nd. If you are selected for a presentation, please submit your presentation powerpoint to us by March 25th, 11: 59pm . If granted an interview, your group MUST present your proposal by PowerPoint at an OIG members meeting. Your proposal must include a detailed budget for the funds requested. You can request donations on behalf of a club or as an individual student proposing a project or event.

JP Morgan Info Sessions Next Week

JP Morgan will be presenting two different events on campus next week each highlighting different JP Morgan programs. Come join us and don’t miss out the great opportunities!

Date:  Wednesday, November 12
Time:  6:30pm
Place:  Wyndham Ely Room

Rick Mayell, Managing Director from the N.Y. office of JP Morgan will be talking about the 2015 Global Wealth Management Summer Analyst Program.  Tri-College interviews will be conducted for selected juniors here in February.  The job description is posted in Lantern Link.  Both sophomore and juniors are invited to attend the Information Session to learn more about the program.

Date:  Thursday, November 13
Time:  4:00pm
Place:  Thomas 110

JP Morgan panelists including our own Bluma Millman (BMC 2014) will discuss the Financial Analyst Development Program. Internship opportunities for sophomores and juniors will be discussed as well as full time opportunities for seniors.  Internship and full time opportunities for both of these positions are posted in LanternLink.  Students are encouraged to bring copies of their resume to this Information Session.  Sophomore, juniors and seniors welcome.

Goldman Sachs On Campus Event



Friday, October 24 from 11:00am – 12:00pm (Thomas Hall, Quita Woodward Room)

Bryn Mawr Students Register here:  https://brynmawr.qualtrics.com/SE/?SID=SV_3wL5qB2MAoDNXH7


Explore traditional and alternative paths at Goldman Sachs with Edina Jung (BMC ’94) and Jamie Higgins (BMC ’98), learn about internship & full-time opportunities, and more.


Edina Jung (Mathematics ’94)

Edina is global head of Benefits and Wellness and head of Global Mobility Services in the Human Capital Management (HCM) Division. She is the MD sponsor for the HCM Asian Professionals Network and serves as a member of the Firmwide Asian Professionals Network Steering Committee. Edina is also a member of the Retirement Committee for the firm’s US retirement plans. Prior to assuming her current role, Edina was head of Employee Special Investments and co-head of Global Benefits and Wellness. Earlier in her career, she was head of US Benefits. Edina joined Goldman Sachs in 2000 and was named managing director in 2011. Prior to joining the firm, Edina worked at ACS (formerly PricewaterhouseCoopers) in benefits administration. Edina earned a BA in Economics from Bryn Mawr College, where she serves on the President’s Advisory Council. Edina and her husband have a daughter and live in Montclair, New Jersey.


Jamie Higgins (Mathematics ’98)

Jamie manages the US Supply team within the Global Securities Services (GSS) Securities Lending Group, which she joined in 2007. Prior to that, she co-managed the Corporate Repo Securities Lending team from 2006 to 2007. Earlier in her career, Jamie worked on the Securities Lending Demand team covering hedge fund clients. She joined Goldman Sachs in 1998 as an analyst and was named managing director in 2012. Jamie earned a BA in Mathematics from Bryn Mawr College in 1998.

NYC Women in Business Networking Event

Pershing Square 2-

In collaboration with Pershing Square Capital Management,OIG is proudly presenting our 2014 NYC Women in Business Networking Event  on Friday, October 31st. We will have a firm visit to Pershing Square in New York City with invited businesswomen speakers (details are listed below), anda following cocktail event with alum Alexandra Kaufmann. This is a great opportunity to learn more about the finance industry and network with alumnae and career professionals!
List of Speakers:
Alexandra Kaufmann ’04 – Investor Relations, Pershing Square
Ashling Keenan ’04 – Point72
Nathalie Schallock – Hedge Fund Marketer
Jennifer Rusk ’05 – SignPost
Ayesha Gopal ’05 – RBC Equity Research
Sarah Judd Welch – Founder of Loyal
Marianne Bellotti – CTO & Founder of Thicket

Deepthi Welaratna – Founder of Thicket
Kristin Kraemer – Goldman Sachs Cap Intro
Mamta Jalan – Fund of Funds Analyst, Archstone
Wendy Li – Analyst, UJA Endowment
Lydia Thew – Senior Producer, CNBC
Marianne Bellotti – CTO & Founder of Exversion

Please SIGN UP using the following link: Sign up linkDeadline is October 22nd. Note that registration means your commitment to the event, and there will be a mandatory meeting next week for the attendees.

Guest Speaker Event

Morgan Stanley 1OIG is hosting a discussion session with invited guest speaker Ted Zobian from Morgan Stanley on October 24th @ 3pm, Haffner Dorothy Vernon Room . We welcome everyone interested to join us!

Ted Zobian is the assistant vice president of Morgan Stanley Private Wealth Management. He will briefly share his career path and introduce what is wealth management. Then we will open it up to a Q&A session. Don’t miss out this great opportunity!



Portfolio Managment Committee Meeting Open for General Members

Portfolio Management Committee invites OIG members to join the Committee meeting on Wednesdays, 8-9 pm. We hope to engage members who want to learn more about research process and be more involved in decision making for OIG’s portfolio. You could do research in advance and participate actively, or listen and observe. On the following Wednesday’s general meeting, you will give a short presentation or lead a discussion about reflection from your participation in the Committee meeting.

We are able to have up to two general members in each meeting and availability is on first-come-first-served basis, but priority is given to members who are active in general meetings. Sign up takes place in person with Portfolio Manager during Wednesday 9-10pm general meetings. You can sign up at least one week in advance.

OIG wants to see more stock pitches from general members and we appreciate your input for our portfolio building. Please join us!
If you have any questions, feel free to contact us at ywen@brynmawr.edu .



Sign up for Barclays Site Visit

Date: Friday, October 17, 2014
Event Start Time: TBD
Duration: 3-4 hours
Location: New York City (near Times Square)

(Application due Sep. 29th)

The BiCo Finance Club is planning on having our fall semester site visit to Barclays in NYC. The event will be held on Friday, October 17th (during fall break) and last approximately 3-4 hours in length.

During the event there will be an alumni panel present to discuss various aspects of the company. They will also be available to answer any questions you may have.

This is a great opportunity to connect and network with alumni in addition to learning more about careers in the financial industry. In the past, our members have gained tremendously from site visits such as these. We highly encourage you to attend this event!

In order to guarantee your spot, please complete the following items by September 29, 2014:

2) If you are a current Sophomore, Junior, or Senior, please also send your resume to info@bicofinance.org. (Freshmen are highly encouraged as well)

International Skype Series: Danny Tang | September 23, 9 PM @Campus Center 200

Join us for the International Skype Series event to get more information about the finance industry and career choices.

Danny Tang ‘97, Mathematics & Economics, Vice President – China Development Bank (China) kicks off LILAC’s International Skype Series next Tuesday at 9:00PM!


Registration Link:https://brynmawr.qualtrics.com/SE/?SID=SV_8pPmoKDHFCHhDqR


What is the International Skype Series (ISS)?  The International Skype Series (ISS) provides students with an opportunity to have informal conversation with women and men (usually alumnae) about their career path and about connections between their post-graduation life and work and their undergraduate experiences at Bryn Mawr.  This program was launched last year as a pilot and this year there is one alumnae participating in the program a month.  The focus of this series is connecting students with alumnae who have some connection to international experiences.  This could be a domestic student who decided to go work abroad, an international student who stayed to work in the US, or an international student who is working internationally.