Testimonials
Below, there are testimonials from both current members of the Investments Committee.
Read what makes the IC special to them, and click each name to learn more about them!
Phoenix Zhang
Senior Financial Director
Phoenix is a fourth year student who is majoring in Industrial Engineering and minoring in Mathematics. She was a part of the Spring 2023 mentorship class and through her time in the IC has served as a Fixed Income Analyst, Utilities Sector Head, Director of Mentorship, and now Senior Financial Director.
Why did you join IC?
“I honestly had no previous exposure to finance, but I was interested in learning about how markets worked and what the news headlines meant. Joining IC felt like a low-stakes and fun way to gain a little experience, and it’s really cool knowing I have some influence in our $2.5M portfolio.”
What advice do you have for those looking to join the organization?
“Definitely take advantage of the curriculum and information offered in our Mentorship program! It’s a great way to see if finance is an industry you’re interested in. The people in IC, though, are probably our most valuable asset. You can’t find a better network at Georgia Tech.”
Andersson James
Chief Financial Officer
Andersson is a 4th year Business Administration major from Atlanta, Georgia. He has been in the IC for 5 semesters and was previously the Director of Sector Head Management, Director of Mentorship, and Sector Head of Healthcare. He is also involved with Sigma Alpha Epsilon and will be working as an investment banking analyst at Houlihan Lokey following his graduation.
What is your favorite part about the IC?
“Managing a solely student-run endowment has given me unmatched hands-on experience in the financial markets, where I’m constantly pushed to think critically, collaborate with others, and stay accountable every day. Beating the market also lets us grow our philanthropic efforts and continue to make an impact on campus..“
How has the organization helped you professionally?
“Being part of the IC has given me a stronger grasp of the fundamentals of investing along with real-world presentations I can confidently talk about in interviews. The chance to hear from guest speakers and learn about their companies has also been incredibly valuable, and it’s helped me grow both professionally and personally.“
Sahil Trivedi
Member At Large
Sahil is a 4th year Business Administration major from Atlanta, Georgia. He has been in the IC for 4 semesters and was previously Director of Continuing Education and Sector Head of Healthcare. He will be working as an equity analyst at Millennium following his graduation.
How did the GTSF IC help you professionally?
“I felt that the IC was the premier club for all students interested in finance to meet each other and gain valuable insights into the recruitment process as well as gain technical proficiency. I have mentioned my experiences in the IC in various interviews which were looked upon favorably by many firms. I have made many of my closest friends through the IC and we have learned to rely on each other for career preparation and insights.“
Do you have any advice for people looking to join?
“We are not looking for people who have everything figured out. We want you to join the club if you are excited to explore finance and willing to work hard. Take advantage of the mentorship program to learn as much as possible and never be worried if you do not know something since we are here to help you learn.“
Josh Warren
Sector Head, Technology
Josh is a 2nd year Business Administration student from Flowery Branch, Georgia. He has work experience as an Equity Research Intern at DM Capital Management. On Campus, he is also a member of Scheller Business Ambassadors.
Why did you decide to try to join the IC?
“I joined the IC mentorship process after hearing from many older students that it was an incredible opportunity. On my first campus visit, I spoke with current business students who told me about the Investment Committee’s commitment to knowledge, relationships, and responsibility. Before Georgia Tech, I had no investing experience, and the IC quickly became my gateway into investing and higher-level finance. Joining was one of the best decisions I’ve made as it has provided me insights and experiences far beyond what I’ve gained in the classroom.“
What was your experience going through mentorship?
“The Mentorship Process was a highlight of my first semester at Tech. It gave me foundational skills in modeling, valuation, financial statement analysis, and business strategy - tools that apply across finance, accounting, and consulting. Beyond technical skills, it strengthened my time management as I balanced mentorship with coursework. I’ve seen these skills translate across many areas, from my work in the IC to my coursework and my summer internship at a local hedge fund.“
Owen Elkin
Director of Professional Development
Owen is graduating in the Fall of 2025 with a degree in Business Administration. He has been in the IC for 7 semesters in the Media & Telecom, Healthcare, and Fixed Income sectors. He has done summer internships at NCR, Goldman Sachs, and North Highland.
What is your favorite part about the IC?
“My favorite part about the IC is that it's an incredible way to get involved on campus. It's a great way to meet people outside your usual academic and social circles while learning how a fund operates and working together to generate returns supporting campus organizations.“
What is your favorite thing you have worked on?
“My favorite thing I've worked on was presenting Vodafone Group PLC (NASDAQ: VOD) as M&T sector head. Working with my team to develop the pitch was especially rewarding, and the experience taught me a great deal about researching equities and defending an investment thesis. “