PAIR PM Introductions

fengtingle 1

Quick Recap


PAIR 2022S的Training Sessions顺利结束,恭喜在本学期加入我们的18位新朋友!望你们未来能在与PAIR其他成员的旅程中能够收获颇丰。


之后的一周,我们将会发放PM survey,大家可以根据今天各位PM的自我介绍以及大家的个人喜好排出想要加入的PM团队。我们会在下个周末确定分组,并开始持续7-8周的股票研究!


同时也欢迎大家订阅我们的Newsletter,PAIR members们对于市场动态的解析和预测我们也会同步更新在以下链接中,也可点击“阅读原文”查看:

https://mailchi.mp/3e1291b22941/pair-2021-fall-newsletter-2?e=[UNIQID]aa 


图片

PM 自我介绍(按首字母排序)

 Alan Zhong

Uchicago '23

图片


Alan is a third-year statistics and economics major at the University of Chicago. At PAIR, he covered software and consumer in past pitches, with a focus on unit economic modeling and integration with alternative data. This upcoming summer, he will head to a quantitative research internship at a systematic investing hedge fund. In his free time, he enjoys watching soccer and is a fanatic fan of FC Bayern Munich. He also likes traveling, (drone) photography, architecture, and Japanese cuisine.


 Annabelle Tang

 Columbia '22

图片


Annabelle is a senior from Columbia University majoring in Operations Research: Analytics. Her past experiences include investment banking, private equity, and tech startup. She enjoys weight training, and her axiom is “eat hard and exercise harder.” She loves to organize gatherings and she claims to make the best sangria.


 Bobby Yang

NYU Stern '23

图片


Hii,我是Bobby,现在是NYU的junior,金融专业,今年暑假去香港ms做banking的实习,现在gap在上海一个VC实习,然后这是我第二个学期做pair的PM。我对队伍成员的学校和location要求并没有硬性要求,但是希望能真正committ时间和精力,并且be responsive。平时看的target公司的话一般喜欢找consumer, tmt和healthcare领域的。我的风格也比较casual,team里面的氛围应该会比较开心融洽哈哈哈,如果都在上海的话也可以一起出去玩。


 David Sun

Penn '23

图片


Hello,我是David孙挺,目前在UPenn读大三,专业是Econ 和 Data Science。这是我加入Pair的第三年,很高兴在Pair认识了很多来自各个学校的小伙伴。我的Career 方向主要是consulting,之前的internship experience也有一些finance方面的经验,这个暑假也将会继续做consulting。除此之外,我对研究新能源以及机器人方向特别感兴趣,之前做过的pitch也cover过类似的领域。希望这个学期可以多多认识Pair 的新成员,并且能一起学习、一起进步!


 David Zhou

NYU Stern '22

图片


Interested in SaaS、Internet、consumer. 价值投资忠实信徒


 Dawei Huo

Uchicago '24

图片


Dawei studies mathematics and economics, with minors in neuroscience and molecular engineering, at UChicago. A believer in long-horizon value investing, he will join a long-only value public equity fund in HK this summer and will pursue a career in investing after college. He covered companies in emerging technology, small-cap pharma, and consumers. In terms of style, he prefers a breadth-oriented approach, studying historic trends, policy-drivers, socio-economic factors, and pinning down an answer to "what drive the industry." Dawei plans to study companies in South East Asia this year, where he believes alpha lies in the next 5-10 years. He climbs rocks and plays the trumpet on the side.


 Fiona Guo

Barnard '22

图片


Fiona is a senior majoring in Economics-Statistics at Barnard College, Columbia University. She previously interned at BNP Paribas Leveraged Finance NYC and also has experience in Equity Research & Project Finance. In her free time, Fiona enjoys dancing, playing tennis badly without feeling ashamed, and mulling over the meaningless cyclicality of life.


 Freda Liu

 NYU Stern '23

图片


Freda is a junior at NYU Stern studying Finance and Econometrics with a minor in Philosophy. She is an equity research intern at Oppenheimer NY and will be joining Credit Suisse NY leveraged finance group this summer. She enjoys classical Chinese/K-pop dance, singing operas, skiing and hiking.


 Gary Zheng

Brown '24

图片


Gary is a sophomore from Hangzhou studying Applied Math and Psychology at Brown. In the past, he had internship experiences in consulting, venture capital, and corporate finance. Gary enjoys playing tennis and squash in his free time. He also plays guitar (terrible though) in his band.


 Guangyan Wei

ESSEC '23

图片


Hi各位PAIR的member大家好,我是蔚光彦,来自法国ESSEC的大三。我加入PAIR已经快两年了,这两年我学到了非常多,也认识了很多非常优秀、非常好的朋友们!我希望在新的学期能和大家一起学习、成长,一起了解一家公司,探不一样的Business Model,跟大家一起完善我们投资的理念。

我的背景:之前在国内做过equity research和banking,上个暑假在PAG下面的platform做Fundamental Long Short Equity,2022暑假去GS伦敦做research。我过去研究过半导体代工、半导体材料、线上招聘、手游、美国大麻、新能源等行业,我很enjoy了解一些非常niche的领域,但也会看大家都耳熟能详的公司(只要看得懂都可以)。我非常喜欢去做一些实地的考察,真正去体验公司的产品和服务,我觉得这样能有些不同于consensus的真实观点。

我认为你去看一个股票最重要的就是:一个易懂的逻辑+可以验证/跟踪的数字。很期待和大家一起去build一个真实、可操作、负责任的pitch,冲呀!


 Hanson Wang

Penn '22

图片


I use a bottom-up, fundamental research-driven process to identify investments employing a long-short equity strategy. I like to invest in simple, predictable, free cashflow generative, dominant businesses. Businesses that Warren Buffett would describe as having a moat around them. Looking for any hardworking