Dear GW Investment Institute Community Members,
2020 has been quite a year, full of challenges and full of opportunities for people to rise to the occasion. In the spring semester we moved our classes online after spring break and we have not been back in-person since. Spring 2021 will also be online. Now, with two approved vaccines we hope we’ll have a chance to back on campus, in-person, for the fall semester 2021.
Our GW students, faculty, and staff have been resourceful, resilient, and relentless in their efforts to keep things moving. Our GW healthcare professionals took on the challenge of navigating this covid pandemic, working to care for our GW and DC communities, we are grateful for their efforts.
At the GW Investment Institute (GWII) we remain committed to helping our students learn how to invest. Thanks to all for your support throughout this challenging time, it was needed more than ever. Below, please find a review of our GW Investment Institute activities from this past year.
Classes
- 170+ undergraduate and graduate students/portfolio analysts enrolled in our classes.
- 11 classes taught including a new quant investing course.
- 35+ industry professionals hosted as guest lecturers, they were kind enough to share their wisdom and experience with our students, thank you.
GW Investment Institute Awards to Students
- Continue to support our students through awards; this year we selected 10 Ramsey Scholars and awarded a total of $50,000. To learn more about the GW Ramsey Scholars Program please watch the video.
- 2020 GW Ramsey Scholars:
- Christophe de Montille, MBA/MIEP ’20
- Jordi Halle, BBA ‘20
- Charlie Horton, BBA‘21
- Isabella Joseph, BBA ‘20
- Skye Kussmann, MBA ‘20
- Max Leo, BBA ’20
- Joseph Pecora, BBA 20
- Angela Pei, BS ‘20
- Elizabeth Voss, MAcc ‘20
- Dinesh Prabaharan, BBA ‘19
- Commenced a new GW Investment Institute Leadership award totaling $5,000.
- 2020 GWII Leadership Award recipients:
- Nikolai Bottitta, BS ‘20
- Suzanne Dannheim, BBA ‘20
- Mary DePond, BBA ‘20
- Xintong (Danielle) Li, BS ‘20
- Jiajun (Winston) Zhong, BS’ 21
- $105,000 in total awards paid out to 15 students since the inception of the GW Investment Institute Ramsey Scholars Program and Leadership Awards.
GW Investment Institute Quarterly Report
- Thanks to the hard work of our students the GW Investment Institute Student Investment Funds continue to perform well, please see the September 30, 2020 quarterly report here.
International Student Competition
We partnered with the GWSB Office of Undergraduate Programs to recruit and mentor a team of three GWSB undergraduate students: Meher Sahni, BBA ‘21, Paul Vernick, BBA ’20, and Jiajun (Winston) Zhong, BS ’21. Congratulations to our team for placing in the top 25 as semi-finalists of the annual McGill International Portfolio Challenge (MIPC), and a special shout out to Meher for receiving the Best Speaker Award for the entire competition.
PPE Factory
- Partnered with students, staff, and faculty across GW to help raise funds for the 3D printing, production, and distribution of Personal Protective Equipment (PPE) to the GW Hospital and other essential workers in the DMV area. Together we have raised over $14,000, thank you, and special thanks to GW Professor James Huckenpahler .
Communications
- Read our Blog to keep up-to-date about all things GW Investment Institute.
- Check out our new website.
- Sign up to join our mailing list.
- For GWII alumni -> please fill out the form, we would love to hear from you.
The scale of our activities and shared accomplishments are only possible with a team effort. Therefore, thank you to our GW Investment Institute Governing Board, Advisory Board, Alumni Advisors, guest lectures, fellows, interns, faculty, staff, our GWSB Dean – Anuj Mehrotra, and GW Development and Alumni Relations.
GW Investment Institute Leadership Boards
GW Investment Institute Governing Board
- W. Russell (Russ) Ramsey, Chair, BBA ‘81
GW Investment Institute Advisory Board
- Mark Anfang | Portfolio Manager, Scopus Asset Management. BBA ‘02
- David Asper | GP Principal and Senior Partner Emeritus, Asper Group LLC, MS ‘72
- James Carruthers Jr. | Founder and Portfolio Manager, Sophos Capital Management, MBA ‘80
- Samuel Eisner | Vice President, Investment Banking Division, Goldman Sachs, BBA ‘08
- Jared Golub | Founding Member and Partner, Marblegate Asset Management, BBA ‘00
- Mark Levine | Managing Director, Core Capital, MBA ‘78
- Rhoda Peritz | Head of Investment Business Strategy, Fiduciary Trust International, BBA ‘89
- Steven S. Ross | Managing Director, Financial Advisor, and Senior Portfolio Manager, The Ross Group, BBA ‘81
GW Investment Institute Faculty and Staff
- Rodney Lake, MBA ’03, Faculty, Director, Co-Chair
- Mattew Miller, MBA ’12, Adjunct Faculty – Finance
- Bojana Jankovic, MBA ’21, Program Manager
- Elizabeth Voss, MAcc ’20, Research & Development Fellow
- Charlie Horton, BBA ’21, Equity Research Fellow
- Gaurav Gawankar, BA ‘20, Quant Fellow
- John Simmons, MBA ‘19, Equity Research Fellow
We have big plans for 2021, stay tuned and get involved! Happy Holidays and Happy New Year.
All the best,
Rodney Lake
December 22, 2020