NYU Quantitative Finance Society

QFS

The Quantitative Finance Society is the leading markets-focused financial analysis club at NYU Stern. For 8 years the club has educated students about trading, the markets, portfolio management, investment analysis, and the macro economy.

Portfolio Team

 QUANTITATIVE | LONG-SHORT | MACRO

Joshua Ling    Head of Portfolios   Joshua is from Singapore and is pursuing a major in Finance and Statistics. He is a diehard San Antonio Spurs supporter. In his free time, you will find him binge-watching sitcoms or sports debate shows.

Joshua Ling

Head of Portfolios

Joshua is from Singapore and is pursuing a major in Finance and Statistics. He is a diehard San Antonio Spurs supporter. In his free time, you will find him binge-watching sitcoms or sports debate shows.

 

Joshua Ling

Head of Portfolios

 

Quantitative

We take a systematic, research-driven approach to investing. Markets are a treasure trove of data, and we delve into it to extract meaningful, practical insights using a combination of programming, statistics, and financial intuition. 

Aadil Bhore    Quantitative Portfolio Manager   Aadil is a junior from Basking Ridge, New Jersey concentrating in Finance and majoring in Mathematics. In his free time, Aadil enjoys creating and solving brainteasers, cooking, and listening to music.

Aadil Bhore

Quantitative Portfolio Manager

Aadil is a junior from Basking Ridge, New Jersey concentrating in Finance and majoring in Mathematics. In his free time, Aadil enjoys creating and solving brainteasers, cooking, and listening to music.

Aadil Bhore

Quantitative

Portfolio Manager

Shirley Zhan    Quantitative Analyst   Shirley is a senior from Fairfax, Virginia. She is studying Finance and Math. In her free time, she enjoys running, kickboxing, and going to Starbucks.

Shirley Zhan

Quantitative Analyst

Shirley is a senior from Fairfax, Virginia. She is studying Finance and Math. In her free time, she enjoys running, kickboxing, and going to Starbucks.

Zachary Leng    Quantitative Analyst   Zach is a sophomore concentrating in Finance with a Major in Computer Science. He was born in Los Angeles but I grew up in Long Island. Did you know that hot water freezes faster than cold water? Wow!

Zachary Leng

Quantitative Analyst

Zach is a sophomore concentrating in Finance with a Major in Computer Science. He was born in Los Angeles but I grew up in Long Island. Did you know that hot water freezes faster than cold water? Wow!

Rishub Nahar    Quantitative Analyst

Rishub Nahar

Quantitative Analyst

Weiting Hong    Quantitative Analyst   Weiting is a sophomore from Shenzhen, China. He intends to study Finance and Econometrics at Stern while pursuing a Computer Science minor at CAS. In his free time, he likes to read online novels and hang out with friends for movies and games.

Weiting Hong

Quantitative Analyst

Weiting is a sophomore from Shenzhen, China. He intends to study Finance and Econometrics at Stern while pursuing a Computer Science minor at CAS. In his free time, he likes to read online novels and hang out with friends for movies and games.

Sanjana Prasad    Quantitative Analyst   Sanjana is a senior studying Finance and Statistics. She’s originally from Basking Ridge, NJ. In her free time, Sanjana enjoys dancing, hiking, and watching Parks and Rec and the Office.

Sanjana Prasad

Quantitative Analyst

Sanjana is a senior studying Finance and Statistics. She’s originally from Basking Ridge, NJ. In her free time, Sanjana enjoys dancing, hiking, and watching Parks and Rec and the Office.

Cindy Shi    Quantitative Analyst   Cindy is a sophomore studying Finance and Statistics with a minor Computer Science. In her free time, she loves playing tennis, werewolf game, and Gomoku.

Cindy Shi

Quantitative Analyst

Cindy is a sophomore studying Finance and Statistics with a minor Computer Science. In her free time, she loves playing tennis, werewolf game, and Gomoku.


Long Short

Our portfolio focuses on preserving capital and investing in low-risk undervalued equities globally. We strictly adhere to a bottom-up investment approach, and we focus on the quality of the management team, notably their abilities, backgrounds, and desire to generate shareholder value. Although existing market and economic environments largely determine the flow of investment opportunities, we only invest in the opportunities we see, and we are comfortable with sitting on cash until the right opportunity presents itself. We tend to invest in well-run companies whose stock prices failed to accurately price in their earnings power, and troubled companies that are mispriced relative to the value of their underlying assets. For shorts, we typically focus on companies with bubblelicious market multiples that are poised to re-rate within the next two quarters. Although our portfolio is biased toward the long side, we aim to profit on both our longs and shorts by executing shorts as investments instead of hedges.

Varun Bhardwaj    Long Short Portfolio Manager   Varun is a junior from South Brunswick, New Jersey and is planning to major in Finance and Data Science with a minor in computer science. In high school, Varun founded his own non-profit and was president of his schools' chapter of Rotary International. In his free time, Varun loves to watch the Patriots and play tennis.

Varun Bhardwaj

Long Short Portfolio Manager

Varun is a junior from South Brunswick, New Jersey and is planning to major in Finance and Data Science with a minor in computer science. In high school, Varun founded his own non-profit and was president of his schools' chapter of Rotary International. In his free time, Varun loves to watch the Patriots and play tennis.

Varun Bhardwaj

Long Short

Portfolio Manager

Nelson Urdaneta    Long Short Analyst / Former Portfolio Manager

Nelson Urdaneta

Long Short Analyst / Former Portfolio Manager

Maximilian Xue    Long Short Analyst   Max is from Sugar Land, Texas and is majoring in Finance and Economics with a minor in Management and Public Policy. He’s an avid car enthusiast and enjoys biking around the city and cooking in his free time.

Maximilian Xue

Long Short Analyst

Max is from Sugar Land, Texas and is majoring in Finance and Economics with a minor in Management and Public Policy. He’s an avid car enthusiast and enjoys biking around the city and cooking in his free time.

Howie Shen    Long Short Analyst   Howie is a junior studying finance and accounting. When not involved in finance related activities, Howie enjoys trying new food, listening to Chopin, and rooting for the New England Patriots.

Howie Shen

Long Short Analyst

Howie is a junior studying finance and accounting. When not involved in finance related activities, Howie enjoys trying new food, listening to Chopin, and rooting for the New England Patriots.

Jada Yang    Long Short Analyst   Jada Yang is a sophomore concentrating in finance and sustainable business with a double major in art history. In her free time, she enjoys dancing, choreographing, watching standup and sketch comedy shows, and FaceTiming her cat, Cookie.

Jada Yang

Long Short Analyst

Jada Yang is a sophomore concentrating in finance and sustainable business with a double major in art history. In her free time, she enjoys dancing, choreographing, watching standup and sketch comedy shows, and FaceTiming her cat, Cookie.

Vasu Patel    Long Short Analyst / Former Portfolio Manager

Vasu Patel

Long Short Analyst / Former Portfolio Manager

Travis Liu    Long Short Analyst / President   Travis is a senior from Philadelphia, Pennsylvania studying Finance and Accounting with a minor in Computer Science. In his free time, he enjoys playing tennis, supporting the Philadelphia 76ers and Eagles, and eating at buffets.

Travis Liu

Long Short Analyst / President

Travis is a senior from Philadelphia, Pennsylvania studying Finance and Accounting with a minor in Computer Science. In his free time, he enjoys playing tennis, supporting the Philadelphia 76ers and Eagles, and eating at buffets.

Karan Tibriwal    Long Short Analyst   Karan is from Toronto, Canada and is a junior majoring in Finance and Computer Science. In high school, Karan co-founded two companies and was an executive of a couple inter-school clubs. In his free time, Karan likes to watch the Toronto Maple Leafs, play sports, and explore New York City.

Karan Tibriwal

Long Short Analyst

Karan is from Toronto, Canada and is a junior majoring in Finance and Computer Science. In high school, Karan co-founded two companies and was an executive of a couple inter-school clubs. In his free time, Karan likes to watch the Toronto Maple Leafs, play sports, and explore New York City.

Nikhil Naik    Long Short Analyst   Nikhil is a sophomore majoring in Finance from Randolph, New Jersey. In his free time he enjoys binging shows on Netflix, discovering new places to eat, and watching his favorite basketball teams consistently miss the playoffs.

Nikhil Naik

Long Short Analyst

Nikhil is a sophomore majoring in Finance from Randolph, New Jersey. In his free time he enjoys binging shows on Netflix, discovering new places to eat, and watching his favorite basketball teams consistently miss the playoffs.

Justin Kim    Long Short Analyst   Justin is from Princeton, New Jersey and is majoring in Finance and Philosophy. In his free time, he enjoys reading, eating Chipotle, and watching Manchester United.

Justin Kim

Long Short Analyst

Justin is from Princeton, New Jersey and is majoring in Finance and Philosophy. In his free time, he enjoys reading, eating Chipotle, and watching Manchester United.

Katherine Lin    Long Short Analyst   Katherine is a junior from Cary, North Carolina majoring in finance and data science. In her free time, she enjoys going on food adventures around the city, hanging out with friends, and playing volleyball.

Katherine Lin

Long Short Analyst

Katherine is a junior from Cary, North Carolina majoring in finance and data science. In her free time, she enjoys going on food adventures around the city, hanging out with friends, and playing volleyball.

Peter Park    Long Short Analyst   Peter Park is a junior concentrating in finance & operations with a minor in music. In his free time, he enjoys playing the cello, cooking for friends, learning new baking recipes, playing Smash games, reading, and hiking.

Peter Park

Long Short Analyst

Peter Park is a junior concentrating in finance & operations with a minor in music. In his free time, he enjoys playing the cello, cooking for friends, learning new baking recipes, playing Smash games, reading, and hiking.

Ram Ramanathan    Long Short Analyst   Ram is a sophomore at Stern planning on studying finance and statistics. He is originally from Shrewsbury, Massachusetts and in his free time he enjoys watching sports and runs a sports graphic design instagram account.

Ram Ramanathan

Long Short Analyst

Ram is a sophomore at Stern planning on studying finance and statistics. He is originally from Shrewsbury, Massachusetts and in his free time he enjoys watching sports and runs a sports graphic design instagram account.

Anusha Chintalapati    Long Short Analyst   Anusha is a senior at Stern concentrating in Finance and Data Science. Originally from Princeton Junction, New Jersey, she enjoys watching comedy shows, playing squash and finding the best charcuterie.

Anusha Chintalapati

Long Short Analyst

Anusha is a senior at Stern concentrating in Finance and Data Science. Originally from Princeton Junction, New Jersey, she enjoys watching comedy shows, playing squash and finding the best charcuterie.

Anthony Amato    Long Short Analyst   Anthony is a junior from upstate New York studying finance and sustainable business. In high school, Anthony ran his own digital design business that connected freelance graphic designers with startup businesses. In his free time, Anthony enjoys filming timelapses, exploring the city and hiking in nature.

Anthony Amato

Long Short Analyst

Anthony is a junior from upstate New York studying finance and sustainable business. In high school, Anthony ran his own digital design business that connected freelance graphic designers with startup businesses. In his free time, Anthony enjoys filming timelapses, exploring the city and hiking in nature.

Kevin Duan    Long Short Analyst   Kevin is a sophomore from Philly planning to study Finance and Math. In his spare time, he enjoys supporting the Sixers and Eagles, watching Gordon Ramsay videos, and exploring new restaurants around the city.

Kevin Duan

Long Short Analyst

Kevin is a sophomore from Philly planning to study Finance and Math. In his spare time, he enjoys supporting the Sixers and Eagles, watching Gordon Ramsay videos, and exploring new restaurants around the city.


Global Macro

We seek investment opportunities in global FX, rates, commodity, and equity markets, as well as their respective derivatives. Our investment process is centered around the analysis of fundamental macroeconomic themes. Through this, we can uncover relative value trades resulting from market dislocations influenced by geopolitical events, economic trends, general flows of funds, and other broad systemic factors. We engage in deep-value research to forecast changes in interest rates, inflation, economic cycles, and political outcomes to better inform our investment decisions. We aim to generate alpha independent of where we stand in the business cycle.  

Avni Patel    Macro Portfolio Manager   Avni Patel is a junior from Freehold, NJ. In her free time she likes to watch Netflix and explore New York. In addition, we are unsure if she has a twin or is just moving back and forth very fast.

Avni Patel

Macro Portfolio Manager

Avni Patel is a junior from Freehold, NJ. In her free time she likes to watch Netflix and explore New York. In addition, we are unsure if she has a twin or is just moving back and forth very fast.

Avni Patel

Macro

Portfolio Manager

William Xu    Macro Analyst / Former Portfolio Manager   William is from Staten Island, New York and is studying Math and Finance. In his free time, he enjoys practicing kendo, playing video games, and exploring restaurants around New York City.

William Xu

Macro Analyst / Former Portfolio Manager

William is from Staten Island, New York and is studying Math and Finance. In his free time, he enjoys practicing kendo, playing video games, and exploring restaurants around New York City.

Rishab Gupta    Macro Analyst   Rishab is a junior from Scarsdale, New York studying Finance and Economics with a minor in Politics. In his spare time, he likes to go on long drives, play basketball, and practice taekwondo.

Rishab Gupta

Macro Analyst

Rishab is a junior from Scarsdale, New York studying Finance and Economics with a minor in Politics. In his spare time, he likes to go on long drives, play basketball, and practice taekwondo.

Alex Poon    Macro Analyst   Alex is from Brooklyn, New York and is studying Finance. In his free time, he enjoys listening to the same Travis Scott songs over and over for hours on end.playing a children’s party game from 2001, reading, and hiking.

Alex Poon

Macro Analyst

Alex is from Brooklyn, New York and is studying Finance. In his free time, he enjoys listening to the same Travis Scott songs over and over for hours on end.playing a children’s party game from 2001, reading, and hiking.

Tyler    Macro Analyst

Tyler

Macro Analyst

Joanne Wang    Macro Analyst / Vice President    Joanne is from Singapore and is majoring in Finance and minoring in Philosophy. She enjoys playing guitar, hiking, and watching squirrels in the park.

Joanne Wang

Macro Analyst / Vice President

Joanne is from Singapore and is majoring in Finance and minoring in Philosophy. She enjoys playing guitar, hiking, and watching squirrels in the park.

Abhishek Shankar    Macro Analyst   Abhishek is a junior studying finance and computer science. He is from Dallas, Texas, and my interests include jazz and playing the saxophone.

Abhishek Shankar

Macro Analyst

Abhishek is a junior studying finance and computer science. He is from Dallas, Texas, and my interests include jazz and playing the saxophone.

Conner Sheehy    Macro Analyst   Connor is from Corning, New York planning to study finance. In his free time he likes to play futsal, train for triathlons, and explore the city

Conner Sheehy

Macro Analyst

Connor is from Corning, New York planning to study finance. In his free time he likes to play futsal, train for triathlons, and explore the city

Joshua Ling    Head of Portfolios   Joshua is from Singapore and is pursuing a major in Finance and Statistics. He is a diehard San Antonio Spurs supporter. In his free time, you will find him binge-watching sitcoms or sports debate shows.

Joshua Ling

Head of Portfolios

Joshua is from Singapore and is pursuing a major in Finance and Statistics. He is a diehard San Antonio Spurs supporter. In his free time, you will find him binge-watching sitcoms or sports debate shows.

Helen Sun    Macro Analyst   Helen is a sophomore studying finance. She enjoys raiding her friends' snack stashes, laughing at bad horoscopes, and wandering around the city.

Helen Sun

Macro Analyst

Helen is a sophomore studying finance. She enjoys raiding her friends' snack stashes, laughing at bad horoscopes, and wandering around the city.

Shriram Chandra    Macro Analyst

Shriram Chandra

Macro Analyst

Cory Peshkin    Macro Analyst   Cory is a junior from Scottsdale, Arizona studying Statistics and Quantitative Economics. When he is not wishing he was back in Prague, he enjoys moral philosophy, neuroscience journals, geopolitics, and Apex Legends.

Cory Peshkin

Macro Analyst

Cory is a junior from Scottsdale, Arizona studying Statistics and Quantitative Economics. When he is not wishing he was back in Prague, he enjoys moral philosophy, neuroscience journals, geopolitics, and Apex Legends.

Juliana Wu    Macro Analyst   Juliana is a sophomore studying Finance and Data Science, with a minor in CS. Originally from the Bay Area, California, she enjoys her boba but also loves drawing, kickboxing, and indulging in feel-good movies.

Juliana Wu

Macro Analyst

Juliana is a sophomore studying Finance and Data Science, with a minor in CS. Originally from the Bay Area, California, she enjoys her boba but also loves drawing, kickboxing, and indulging in feel-good movies.

Alex Bizanek    Macro Analyst

Alex Bizanek

Macro Analyst

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NYU Stern Quantitative Finance Society 

44 West 4th Street, New York, NY 10012

Contact

quantfsnyu@gmail.com

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