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  • Writer's pictureBLIS at UCLA

Presentation: Portfolio Building & Fundamental Analysis

Let's talk about our Winter 2021 Investment Series event, hosted by Christopher Koh (Director of Investments), Jiteshwar Attri (Deputy Director of Investments), Sam Poursafar (President), and Malek Sadi (Deputy Director of Investments).

Summary of our Event:

For our first investment series event focused on portfolio building and fundamental analysis, we were able to hear from our director of investments, @ChristopherKoh and our deputy directors of investments, @MalekSadi and @JiteshwarAttri. Our leadership spoke about building portfolios along with hosting a case study with our members.

We were also given the amazing opportunity to hear from Bryan Wainer, a former investment banking analyst and current strategic finance analyst. This was a great opportunity for our members to learn about the process of recruitment along with advice and tips on how the investment banking industry works.

What Our Members Did:

Our members had the amazing opportunity to ask our director and deputy directors questions about the case study and to get to learn more about portfolio analyses. Our members also were able to ask our guest speaker about his day-to-day activities as an investment banking analyst and to also get his take on the typical stereotypes that goes along with the role. Throughout the conversation, our members and panelists held an open dialogue and students were able to gain the advice from our panelists.

Connect with our presenter: Bryan Wainer.

Meeting Video Recording: Link

Fundamental Analysis Workshop
Download PDF • 1.12MB

Presenters: @ChristopherKoh, @SamPoursafar, @JiteshwarAttri, and @MalekSadi

Event Picture:


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