Our Team
Expand or collapse the sections on this page to see students who are currently working with the fund, and fund alumni.
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Daniel Harvey |
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Kellie Snyder |
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Carter Tinnerman |
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Clervie Chagot |
Aubrey Copes |
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Peter Shields |
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Brice Coates |
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Ian Montes de Oca |
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Grace Orosco |
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Jordan Plunkett |
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Sun Irene Souvannasy |
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Nicholas Wilson |
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Yan Yang |
Josie Albin
Thomas Alford
Riley Banser
Zoey Barber
Brian Barcoma
Sarah Barnes
Sabrina Begum
Tyler Belden
Mitchell Bell
Caroline Berge
Emmalyne Bolton
Hunter Bormann
Margaret Burnette
Mackenzie Carr
Lauren Carrubba
William Chappell
Trevor Chunn
Sebastien Collard
Aubrey Copes
Colby Dalrymple
Jordin (Jordin D'Aversa) D'Aversa-Williams
Christopher Dent
Caleb Dunaway
Kiera Earls
Christian Eckert
Kelsey Edwards
Mackenzie Endres
Ethan Flowers
Cullen Franklin
Quinton Frazier
Jesus Gonzalez Lopez
Austin Grace
Lorna Gurley
Ridge Ham
Clifford Harris
John Hoang
Anthony Hunt
Elizabeth Jackson
Ethan Jennings
Micah Jordan
Koda King
Andrew Knapp
Alton Knight
Brice Knotts
Gabriel Kucala
Mattie Lewis
Aaron Long
Hunter Loper
Julius Maddox
Kathryn Maddox
Charbel Mawad
Mary Grace Mayer
Jordan McCollum
Gray McGowan
Garrison McGraw
Cade Meyers
Christina Miles
Ian Montes de Oca
Francisco Javier Montoya Rodriguez
Hong Nguyen
Pham Mai Anh (Trixie) Nguyen
Grace Orosco
Ian Peek
Samuel Penque
Michael Powers
Collin Rice
Clay Richardson
Brett Rickey
Blake Shepherd
Peter Shields
Marion Singleton
Madisyn Smith
Zak Sorel
Juan Cruz Soria Forcada
Sun Irene Souvannasy
Tyler Spidle
Taylor Sprinkle
Harrison Spruiell
Peter Staalbo
James Stokes
Jewel Towles
Joseph Turek
Alexander (Alex) Veronsky
Maximiliano Villarreal Castro
Quy Vo
Alexander Wentz
Colden Wesch
Eric Wesson
Marcus Williams
Nicholas Wilson
Yan Yang
Jiahao Zhang.
Definition of Student Roles
Financial Analyst
Each Financial Analyst is responsible for preparing presentations on securities to be added to or removed from the Jaguar Investment Fund Portfolio. Financial Analysts employ analytical tools to justify any financial model, any assumption made in a financial model, or any buy/sell recommendation. A Financial Analyst will be responsible for learning the details of any security they recommend and for monitoring the security while it is part of the portfolio. Since students have the opportunity to serve on the fund for two semesters, they first serve as Junior Analysts before advancing to Senior Analysts, who then mentor and guide the Junior Analysts.
Economist
Each Economist specializes in a different economic sector as defined by S&P. They establish the degree of sector diversification and provide weekly updates of their respective sector’s economic condition. The Economists also have responsibility for two main geographic regions divided between the North American economy and other international economies. The Chief Economist covers the North American economy, tracks short-term and long-term interest rates and coordinates the economic reports generated by the team. The Economists, most notably the one covering North America, also make recommendations about relative weightings between equity and cash and cash equivalents allocations. The other Economists make recommendations about the degree of equity exposure in their respective sector. Economists may receive multiple sector or geographic assignments as need.
Political Analyst
The Political Analyst covers elections, regulations, deliberations by Congress and any other political event or issue that may impact on the value of the Fund.
Operations Manager
The Operations Manager is responsible for preparing and distributing the minutes of each meeting. This position contributes to the maintenance of the Sakai site. The Operations Manager also maintains the physical facilities under the control of Jaguar Investment Fund.
Risk Analyst
The Risk Analyst is responsible for monitoring the Jaguar Investment Fund to verify that all positions are in harmony with the Investment Policy Statement. Through the use of both scheduled and unscheduled analysis, the Risk Analyst identifies the portfolio’s various exposures. The Risk Analyst recommends actions to rectify any unnecessary or unusual risks.
Options Analyst
The Options Analyst is responsible for assessing equities owned by the fund that would be possible candidates for writing covered calls. Covered call options may be used by the Jaguar Investment Fund to enhance equity returns. Covered call options are often used by investors during neutral to bullish markets to generate fund income and provide a small amount of downside risk.
Risk Management Group
The Risk Analyst and the Accountant combine to form the Jaguar Investment Fund’s Risk Management Group. This group has responsibilities as delineated in section 5. The Risk Management Group is able to veto any trade that violates the Investment Policy Statement.
Alumni Relations Director
The Alumni Relations Director is responsible for communication with past Jaguar Investment Fund alumni. The Alumni Relations Director sends updates on performance, employment, and anything interesting related to Jaguar Investment Fund. The Alumni Relations Director maintains a database of all alumni contact information.