USC Global Investment Society Investment Research team

Investment Research

OVERVIEW

The Investment Research Team

The Investment Research team is the most rigorous and demanding division at GIS. We are a team of 25 Investment Analysts who work together to create thorough investment research reports on a variety of investments. We currently have four investment strategy teams, each specializing in a specific investment strategy. We believe that the best investors are able to approach investment opportunities from a diverse perspective. We expose our analysts to esoteric investment strategies because we believe it is an imperative step toward expanding complex, diverse, and unique perspectives for selecting opportunities, and pursuing a successful finance career.

TEAMS

Our Divisions

Generalist

Pure Alpha covers Long/Short domestic equities. Team members participate in an industry coverage rotation that focuses on the Media, Communications, Industrial, and Consumer Discretionary sectors.

Technology

Pure Alpha Technology covers Long/Short domestic equities. Team members participate in a rotation within the Technology industry, including SaaS, semiconductors, internet, TMT, and IT sectors.

Global Macro

Global Macro covers International Equities, Credit, Commodities, and Currencies. The focus of this team is to apply macroeconomic principles to identify future volatility across international trade and capital markets.

Special Situations

Special Situations covers investments across Credit, Equities, and Derivatives. The focus of this team is to identify relative value in asset markets relying upon downside protection principles, event-driven market conditions, and recovery opportunities.

Healthcare

Healthcare covers long/short global equities. Team members participate in a rotation within the Healthcare industry, including biotechnology, pharmaceuticals, care delivery, payors, and healthcare IT sectors.

WHERE THEY LANDED

Investment Research Alumni Placements

100% Placement Rate

Hover a class year to see placements.

Class of 2027
Alumni Placements
Andy Q. · TechnologyBank of America
Financial Sponsors (IB) · San Francisco
Finny H. · TechnologyPerella Weinberg
Technology (IB) · San Francisco
Dmitri V. · TechnologyHoulihan Lokey
FinTech M&A (IB) · Los Angeles
Daksh M. · Special SituationsOaktree
Performing Credit · Los Angeles
Vincent P. · Special SituationsJ.P. Morgan
Credit · Los Angeles
Johnson W. · Global MacroVista Equity Partners
Private Equity · Austin
Brian V. · Global MacroJ.P. Morgan
Consumer (IB) · Los Angeles
Tina W. · Global MacroTCW
Fixed Income · Los Angeles
Ella K. · GeneralistGoldman Sachs
Healthcare (IB) · New York City
Bryce H. · GeneralistPerella Weinberg
Generalist (IB) · New York City
Luke T. · GeneralistHoulihan Lokey
Restructuring (IB) · Los Angeles
Class of 2026
Alumni Placements
Arman A. · TechnologyMoelis & Co.
Generalist (IB) · Los Angeles
Patris R. · TechnologyMorgan Stanley
Technology (IB) · Menlo Park
Shannon C. · TechnologyTemasek
Investments · Singapore
Madhav M. · Special SituationsMillennium
Global Equities · New York City
Aditya V. · Special SituationsAres
Direct Lending · Los Angeles
Daniel G. · Special SituationsProvince Firm
Restructuring Advisory · Los Angeles
Arthur K. · Special SituationsJ.P. Morgan
Mergers & Acquisitions (IB) · New York City
Lucas D. · Special SituationsGreenhill
Restructuring (IB) · New York City
Luca S. · Special SituationsBank of America
Technology (IB) · Palo Alto
Siddhant U. · Special SituationsSantander
Sponsors / LevFin (IB) · Los Angeles
Andrew L. · Global MacroJ.P. Morgan
Financial Institutions (IB) · New York City
Joe L. · Global MacroBaird
Restructuring (IB) · New York City
Jason S. · Global MacroRBC
Technology (IB) · San Francisco
Dara A. · Global MacroCollaborative Capital Advisors
Investment Management · New York City
John H. · Global MacroHuber Capital
Investment Management · Los Angeles
Jake H. · HealthcareCenterview
Healthcare (IB) · San Francisco
Fiona K. · HealthcareLazard
Healthcare (IB) · San Francisco
Kevin T. · IndustrialsKKR
Real Estate Private Equity · San Francisco
Stanley Z. · GeneralistJane Street
Trading · New York City
Samay B. · GeneralistCowen
Biopharma (IB) · New York City
Akshata S. · GeneralistHSBC
Investment Banking · New York City
Jake N. · GeneralistJ.P. Morgan
U.S. Equities · New York City
Owen Y. · GeneralistAreta
Digital Assets (IB) · London
Krissa Y. · GeneralistNomura
Private Credit · New York City
Class of 2025
Alumni Placements
Cindy Y. · TechnologyBank of America
Technology (IB) · Palo Alto
Sanjana C. · Real EstateMarathon Capital
Energy (IB) · Chicago
Rohan V. · GeneralistJ.P. Morgan
Sponsors M&A (IB) · New York City
AJ W. · GeneralistPerella Weinberg
Technology (IB) · San Francisco
Class of 2024
Alumni Placements
Ethan N. · Special SituationsPJT Partners
Restructuring (IB) · New York City
Max R. · Special SituationsBlackstone
Private Equity · New York City
Luca N. · Special SituationsBrookfield
Asset Management · New York City
Prathik M. · Special SituationsBlackRock
Private Equity · Princeton
Alexander M. · Special SituationsGreenhill
Restructuring (IB) · New York City
Deniz A. · Special SituationsTidal Partners
Technology (IB) · New York City
Jusleen H. · Special SituationsCiti
Natural Resources (IB) · New York City
Vincent F. · Special SituationsMandala Space Ventures
Venture Capital · Pasadena
Rhett M. · Global MacroLPL Financial
Wealth Management · San Diego
Jordan M. · Global MacroMorgan Stanley
Technology (IB) · Menlo Park
Mirza M. · Global MacroBank of America
Life Sciences (IB) · San Francisco
Blake D. · GeneralistMizuho
Technology, Media, Telecommunications (IB) · San Francisco
Class of 2023
Alumni Placements
Ethan F. · TechnologyGoldman Sachs
Technology, Media, Telecommunications (IB) · San Francisco
Anton K. · TechnologyGuggenheim
Investments · New York City
Ruben G. · Special SituationsQatalyst
Technology (IB) · San Francisco
Tushar G. · Global MacroJ.P. Morgan
Mergers & Acquisitions (IB) · San Francisco
Cody I. · Global MacroStepStone Group
Private Markets · San Diego
Ezekiel Y. · EnergyConventus
Capital Markets · San Francisco
Vincent F. · Real EstateMandala Space Ventures
Venture Capital · Pasadena
Class of 2022
Alumni Placements
Tal D. · Special SituationsBlackstone
Credit · New York City
Taylor A. · Global MacroMUFG
Project Finance (IB) · Los Angeles
Krish A. · GeneralistJ.P. Morgan
Diversified Industries (IB) · New York City
Stanley W. · GeneralistMorgan Stanley
Equity Research · Hong Kong
PUBLICATIONS

Our Publications

Special Situations
Audi Revolut F1 Team
Structured Hybrid Capital Facility
Generalist
Long Omega Healthcare Investors (NYSE: OHI)
Short Sabra Healthcare REIT (NASDAQ: SBRA)
Global Macro
iShares Russell 2000 ETF (NYSE: IWM)
Put Debit Spread
Technology
Veeva Systems (NYSE: VEEV)
Overweight
Special Situations
New Fortress Energy (NASDAQ: NFE)
Long Debt / Short Equity
Generalist
Long Firefly Aerospace (NASDAQ: FLY)
Short Rocket Lab Corp (NASDAQ: RKLB)
Global Macro
Long 10-Year TIPS
Short 10-Year Treasury Bond
Healthcare
IQVIA (NYSE: IQV)
Overweight
Technology
Long Coinbase (NASDAQ: COIN)
Short Circle (NYSE: CRCL)