Rambler Investment Fund

Another year, another success! Thank you to the Rambler Investment Fund for a remarkable year! A big thanks to Josh Neppel for leading our organization to new heights. Looking ahead to next semester, congratulations to Patrick Provost for stepping up to lead the next chapter at RIF. This year our board members, Thiago Carvalho, Grant Carufel and Jillian Rossman showed tremendous dedication and initiatives to make RIF better than ever! RIF’s portfolio has added some new equities and investment opportunities that have performed exceptionally well, thanks to the impressive pitches from last semester, and member engagement reached new heights. Congratulations to Casey Wojcik, David Rowland, Anthony Zentefis and Brady Thompson for stepping out of their comfort zones to pitch at our external events this semester! Your efforts have truly made a difference. To all our members, thank you for your dedication and for spending your Wednesdays with us at the Schreiber Center. See you next semester!

Thank you to the Rambler Investment Fund for entrusting me to pitch the pharmaceutical company AbbVie at our spring external event held on April 24th at Wintrust Hall. I am proud to announce that Loyola University Chicago in conjunction with the Rambler Investment Fund will be adding my proposal, AbbVie, to their ~$1M investment portfolio. Being able to share my AbbVie pitch to the attendees of our external event was an honor and a privilege. It was an incredible opportunity to showcase the result of countless hours of research, analysis, and preparation. I am deeply grateful for the trust and support that the Rambler Investment Fund has shown in me throughout the process.

I am elated to announce that my team, LUC Team 4, placed as an honorable mention (11/252) in the Global Case Competition at Harvard involving IBM potentially acquiring Equinix. For the weekend my team and I were invited to Harvard University to attend two lectures and a Gala at the Omni Boston Hotel at the Seaport. This has been a profound experience for myself and my whole team Eric Cacavas, Ben Brundige, Jaime Herrera, and Casey Wojcik. It was a highly immersive experience I would recommend to anyone willing. Three weeks my team and I worked tirelessly for 10 and sometimes 12 hours a day to achieve the placing we did, I am extremely proud and thankful for my team. Congratulations to the top 3 teams presented at the Global Case Competition at Harvard weekend: University of St.Gallen, Masters' Union, and MIT Sloan School of Management. Thank you to Harvard GSAS Business Club & IFSA Network for curating this event. As well, thank you to Quinlan School of Business, Loyola University Chicago & the Rambler Investment Fund for helping us make this possible.

Thank you to the Rambler Investment Fund for entrusting me to pitch my top investment pick, Coupang, at the external stock pitch event held on April 24th. This was an amazing opportunity to expand my expertise and showcase my skills to industry professionals, Loyola alumni, and members of the Rambler Investment Fund (RIF). As a result, RIF will be allocating a portion of their $1.2 Mn investment portfolio to Coupang shares, benefiting not only my professional abilities but also the fund itself. Attached is my pitch deck. Please contact me regarding any questions you may have.

Rambler Investment Fund (RIF) is hosting its semi-annual external event next Wednesday (4/24) at 6:00 pm in Wintrust Hall (Schreiber Center 908) on Loyola Chicago’s Water Tower Campus. Loyola's student-led investment fund hosts this event at the end of each semester. It provides the opportunity for our members to present their investment ideas, economic outlook, and updates on our work throughout the semester. The event is attended by students, alumni, and Chicago-area investment professionals. Please join us to hear our investment pitches and engage with our members! Use the link to register: https://bit.ly/3xJi3nN

To celebrate #womenshistorymonth, the Rambler Investment Fund with the Quinlan School of Business, Loyola University Chicago invited alumnae Michelle Simmons Reuter, Connie Luecke, Diana Ochoa, and Lauren Michalak to participate in a #womeninfinance panel. I am grateful for the opportunity to have moderated the event. Thank you to all who helped put this event together, especially Katharine Wyatt, CFA and Josh Neppel.

Rambler Investment Fund (RIF) is hosting its semi-annual external event next Tuesday (12/12) at 5:00 pm in Wintrust Hall (Schreiber Center 908) on Loyola's Water Tower Campus. Loyola's student-led investment fund holds the event at the end of each semester and provides the opportunity for our members to present their investment ideas, macroeconomic outlook, and updates on our work throughout the semester. The event is attended by students, alumni, and Chicago-area investment professionals. Please join us to hear our investment pitches and engage with our members! https://lnkd.in/gViWsbxF

Our executive board members recently enjoyed attending the 36th annual dinner of the CFA Society Chicago. It was a great event that allowed for education on the CFA designation and allowed for connections with CFA charter holders in the Chicagoland area. A special thank you to Katharine Wyatt, CFA, for making the opportunity possible!