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

  David Friedman    Head of Portfolios   David is from Fair Lawn, New Jersey and is majoring in Finance and Global Business with a minor in Japanese. He is interested in world news, learning new languages, and drinking coffee.

David Friedman

Head of Portfolios

David is from Fair Lawn, New Jersey and is majoring in Finance and Global Business with a minor in Japanese. He is interested in world news, learning new languages, and drinking coffee.

 

David Friedman

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. 

  David Wang    Quantitative Portfolio Manager   David is a sophomore planning to study finance and considering a minor in either computer science or math. He is from Scarsdale, NY and in his spare time enjoys reading and has dabbled in games ranging from League of Legends to Texas Hold’em.

David Wang

Quantitative Portfolio Manager

David is a sophomore planning to study finance and considering a minor in either computer science or math. He is from Scarsdale, NY and in his spare time enjoys reading and has dabbled in games ranging from League of Legends to Texas Hold’em.

David Wang

Quantitative

Portfolio Manager

  Stephen Malkowicz    Quantitative Analyst   Stephen is a senior at The College of Arts and Science studying Computer Science, Economics and Mathematics. In his free time, he enjoys indulging in the arts and culture of New York City

Stephen Malkowicz

Quantitative Analyst

Stephen is a senior at The College of Arts and Science studying Computer Science, Economics and Mathematics. In his free time, he enjoys indulging in the arts and culture of New York City

  Arpan Gupta    Quantitative Analyst   Arpan is from Edison, New Jersey and is majoring in Finance, Statistics and Computer Science. He loves playing video games, listening to hip hop and watching Formula One.

Arpan Gupta

Quantitative Analyst

Arpan is from Edison, New Jersey and is majoring in Finance, Statistics and Computer Science. He loves playing video games, listening to hip hop and watching Formula One.

  Dhanush Radhakrishnan    Quantitative Analyst   Dhanush is a senior studying math and conducting research in theoretical plasma physics. He also enjoys applying methods of data science to problems in physics, medicine, and finance.

Dhanush Radhakrishnan

Quantitative Analyst

Dhanush is a senior studying math and conducting research in theoretical plasma physics. He also enjoys applying methods of data science to problems in physics, medicine, and finance.

  Shirley Zhan    Quantitative Analyst   Shirley is a sophomore from Fairfax, Virginia. She intends on studying in Finance and another undecided concentration. In her free time, she enjoys running, watching movies, and wandering around the city window-shopping.

Shirley Zhan

Quantitative Analyst

Shirley is a sophomore from Fairfax, Virginia. She intends on studying in Finance and another undecided concentration. In her free time, she enjoys running, watching movies, and wandering around the city window-shopping.

  Akaash Mohan    Quantitative Analyst   Akaash is from Boca Raton, FL, and is studying math and statistics. His academic interests include deciphering documentation and coding for hours at a time. When his workload lightens up, he can be found skating, playing basketball, tossing a disc, or moshing.

Akaash Mohan

Quantitative Analyst

Akaash is from Boca Raton, FL, and is studying math and statistics. His academic interests include deciphering documentation and coding for hours at a time. When his workload lightens up, he can be found skating, playing basketball, tossing a disc, or moshing.


KEVIN.jpeg
  Sanjana Prasad    Quantitative Analyst   Sanjana is a sophomore hoping to study 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 sophomore hoping to study 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.

  Rishub Nahar    Quant Analyst   Rishub is a sophomore from Frederick Maryland, studying Computer Science at the college and statics at Stern. He likes to read, play ball, and go to hackathons

Rishub Nahar

Quant Analyst

Rishub is a sophomore from Frederick Maryland, studying Computer Science at the college and statics at Stern. He likes to read, play ball, and go to hackathons


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.

  Nelson Urdaneta    Long Short Portfolio Manager   Nelson is a junior concentrating in Finance and possibly Economics with a minor in Computer Science. He's originally from Caracas, Venezuela, but spent the past few years in sunny South Florida. In his free time, he attends live music shows and festivals, as well as watches nearly every new movie certified fresh on Rotten Tomatoes.

Nelson Urdaneta

Long Short Portfolio Manager

Nelson is a junior concentrating in Finance and possibly Economics with a minor in Computer Science. He's originally from Caracas, Venezuela, but spent the past few years in sunny South Florida. In his free time, he attends live music shows and festivals, as well as watches nearly every new movie certified fresh on Rotten Tomatoes.

Nelson

Long Short

Portfolio Manager

 Vasu Patel   Long Short Head of Research   Josh is from Franklin, Massachusetts and is majoring in Finance and Accounting with a minor in Math. In his free time, he likes to play basketball, listen to music, and watch Boston sports teams.

Vasu Patel

Long Short Head of Research

Josh is from Franklin, Massachusetts and is majoring in Finance and Accounting with a minor in Math. In his free time, he likes to play basketball, listen to music, and watch Boston sports teams.

Vasu patel

Long Short

Head of Research

  Josh Raj    Long Short Analyst   Josh Raj Long Short Analyst Josh is from Franklin, Massachusetts and is majoring in Finance

Josh Raj

Long Short Analyst

Josh Raj Long Short Analyst Josh is from Franklin, Massachusetts and is majoring in Finance

  Travis Liu    Long Short Analyst   Travis is a sophomore from West Chester, Pennsylvania and is studying Finance and Economics. In his free time, he enjoys playing tennis, traveling, trying new foods, and supporting both the Philadelphia Eagles and 76ers.

Travis Liu

Long Short Analyst

Travis is a sophomore from West Chester, Pennsylvania and is studying Finance and Economics. In his free time, he enjoys playing tennis, traveling, trying new foods, and supporting both the Philadelphia Eagles and 76ers.

  Jainam Shah    Long Short Analyst   Jainum is from Mumbai India and studies finance at Stern

Jainam Shah

Long Short Analyst

Jainum is from Mumbai India and studies finance at Stern

 
  Justin Kim    Long Short Analyst   Justin is from Princeton, New Jersey and is majoring in Finance with a minor in Philosophy. In his free time, he enjoys playing baduk.

Justin Kim

Long Short Analyst

Justin is from Princeton, New Jersey and is majoring in Finance with a minor in Philosophy. In his free time, he enjoys playing baduk.

  Nelson Urdaneta    Long Short Analyst   Nelson is a sophomore concentrating in Finance and possibly Economics with a minor in Computer Science. He's originally from Caracas, Venezuela, but spent the past few years in sunny South Florida. In his free time, he attends live music shows and festivals, as well as watches nearly every new movie certified fresh on Rotten Tomatoes.

Nelson Urdaneta

Long Short Analyst

Nelson is a sophomore concentrating in Finance and possibly Economics with a minor in Computer Science. He's originally from Caracas, Venezuela, but spent the past few years in sunny South Florida. In his free time, he attends live music shows and festivals, as well as watches nearly every new movie certified fresh on Rotten Tomatoes.

Katherine Lin

Long Short Analyst

Katherine is from Cary, North Carolina and is planning to study Finance with an undecided minor. In her free time, she enjoys exploring the city, reading, and playing volleyball with friends.

  Anusha Chintalapati    Long Short Analyst   Anusha is a sophomore 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 sophomore 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.

  Jake Yoon    Long Short Analyst   Jake is majoring in Finance and Accounting with a minor in CS and Math. He has lived in California his whole life and is not ready for the winter. In his spare time, Jake enjoys attempting to take nice pictures with his DSLR and exploring the city, or even both at the same time. He also has a budding interest in billiards, and in collecting vintage advertisements.

Jake Yoon

Long Short Analyst

Jake is majoring in Finance and Accounting with a minor in CS and Math. He has lived in California his whole life and is not ready for the winter. In his spare time, Jake enjoys attempting to take nice pictures with his DSLR and exploring the city, or even both at the same time. He also has a budding interest in billiards, and in collecting vintage advertisements.

  Karan Tibriwal    Long Short Analyst   Karan is from Toronto, Canada and is a freshman planning to major in Finance and Data 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 hockey, play a couple of different sports and explore New York City with his friends.

Karan Tibriwal

Long Short Analyst

Karan is from Toronto, Canada and is a freshman planning to major in Finance and Data 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 hockey, play a couple of different sports and explore New York City with his friends.

  Maximilian Xue    Long Short Analyst   Max is a sophomore from Sugar Land, Texas. He intends to study Finance and Economics and hopefully something interesting as a minor. In his free time, Max likes to explore new interests, hang out with friends, and research automobile and real estate prices. He has a passion for cars and hopes to one day travel and drive on the most famous roads around the world.

Maximilian Xue

Long Short Analyst

Max is a sophomore from Sugar Land, Texas. He intends to study Finance and Economics and hopefully something interesting as a minor. In his free time, Max likes to explore new interests, hang out with friends, and research automobile and real estate prices. He has a passion for cars and hopes to one day travel and drive on the most famous roads around the world.

  Edward Salamone    Long Short Analyst   Edward is from Ridgefield, Connecticut and is majoring in Finance and Economics. He founded and ran his high school's investment club. In his free time, he professionally races powerboats, and plays guitar, soccer, and golf.

Edward Salamone

Long Short Analyst

Edward is from Ridgefield, Connecticut and is majoring in Finance and Economics. He founded and ran his high school's investment club. In his free time, he professionally races powerboats, and plays guitar, soccer, and golf.

  Varun Bhardwaj   Varun is 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

Varun is 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.

 

Macro

We seek investment opportunities in global FX, rates, and equity markets, as well as related 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.  

  Josh Ling    Macro Portfolio Manager   Joshua is from Singapore and is pursuing a major in Business and Political Economy. He is a diehard San Antonio Spurs supporter. In his free time, you will find him binge-watching sitcoms or sports debate shows.

Josh Ling

Macro Portfolio Manager

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

Josh Ling

Macro

Portfolio Manager

    Karen Shi    Associate Portfolio Manager   Karen is a sophomore currently majoring in Economics. She grew up in Cupertino, California, and enjoys hiking and volunteering with animal rescues.

Karen Shi

Associate Portfolio Manager

Karen is a sophomore currently majoring in Economics. She grew up in Cupertino, California, and enjoys hiking and volunteering with animal rescues.

Karen Shi

Macro

Associate Portfolio Manager

  William Xu    Macro Analyst   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

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.

  Joanne Wang    Macro Analyst   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

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

  Apurva Gundaria   Apurva is from Atlanta, Georgia. He is studying finance and economics with a minor in math

Apurva Gundaria

Apurva is from Atlanta, Georgia. He is studying finance and economics with a minor in math

  Warren Li    Macro Analyst   Warren is from Ridgewood, New Jersey and is majoring in Finance and minoring in Math. He enjoys watching basketball, trying new foods and traveling.

Warren Li

Macro Analyst

Warren is from Ridgewood, New Jersey and is majoring in Finance and minoring in Math. He enjoys watching basketball, trying new foods and traveling.

  Howard Wu    Macro Analyst   Howard is from Toronto, Canada and is majoring in Finance and Economics. He played basketball for his entire life and tries his best to stay active. He follows the Toronto Raptors religiously and loves Drake and the Weeknd.

Howard Wu

Macro Analyst

Howard is from Toronto, Canada and is majoring in Finance and Economics. He played basketball for his entire life and tries his best to stay active. He follows the Toronto Raptors religiously and loves Drake and the Weeknd.

  Howie H    Macro Analyst   Howie is a freshman planning to study finance and economics. He enjoys reading historical nonfiction, particularly about the Eastern Front of World War 2. Outside of school, Howie enjoys listening to Chopin, playing Chopin, dabbling in blitz chess, and trying new foods. He hopes to one day travel to Australia and observe koalas in the wild.

Howie H

Macro Analyst

Howie is a freshman planning to study finance and economics. He enjoys reading historical nonfiction, particularly about the Eastern Front of World War 2. Outside of school, Howie enjoys listening to Chopin, playing Chopin, dabbling in blitz chess, and trying new foods. He hopes to one day travel to Australia and observe koalas in the wild.

  Kate Yeh    Macro Analyst   Kate is Canadian and currently a junior studying Finance and Statistics at NYU. She likes reading, dancing badly, and embarrassing her friends in her spare time.

Kate Yeh

Macro Analyst

Kate is Canadian and currently a junior studying Finance and Statistics at NYU. She likes reading, dancing badly, and embarrassing her friends in her spare time.

  Cory Peshkin    Macro Analyst

Cory Peshkin

Macro Analyst

  Avni Patel    Macro Analyst   Avni is a sophomore at Stern studying finance and economics. In her free time she likes to go running, read books, get food with friends and sleep as much as she can

Avni Patel

Macro Analyst

Avni is a sophomore at Stern studying finance and economics. In her free time she likes to go running, read books, get food with friends and sleep as much as she can

  Hammad Hussein    Macro Analyst   Hammad is from Pakistan and currently studying math and economics. He joined QFS in his sophomore year. He's interning at a hedge fund and has previously worked at a tech startup and a macroeconomic database firm. He enjoys playing FIFA, football and sometimes table tennis with his friends.

Hammad Hussein

Macro Analyst

Hammad is from Pakistan and currently studying math and economics. He joined QFS in his sophomore year. He's interning at a hedge fund and has previously worked at a tech startup and a macroeconomic database firm. He enjoys playing FIFA, football and sometimes table tennis with his friends.

Darren Tong

Macro Analyst

Darren is a sophomore from Hong Kong studying Finance and Accounting, with a potential CS minor in the works. He enjoys reading online, eating, biking and hiking.

  Peter Park    Macro Analyst   Peter Park is a sophomore concentrating in finance with a minor in music. In his free time, he enjoys playing the cello in orchestras and chamber ensembles, cooking for friends, competitively playing a children’s party game from 2001, reading, and hiking.

Peter Park

Macro Analyst

Peter Park is a sophomore concentrating in finance with a minor in music. In his free time, he enjoys playing the cello in orchestras and chamber ensembles, cooking for friends, competitively playing a children’s party game from 2001, reading, and hiking.