Fall 2024 WITG Accelerator
WITG Accelerator teaches the fundamentals and intricacies of investing, finance, and accounting. A comprehensive curriculum found below will be introduced, so feel free to join whenever you can!
Note: Applications are not required to join the WITG Accelerator: the program is open to all students. To receive meeting notices, join our email list here. Members who join our Investment Teams will be highly encouraged to attend.
Curriculum Description
WITG Accelerator: A 10-Week Journey from Investing Basics to Stock Idea Generation
Week 1: Business and Investing Fundamentals
Week 2: Interpreting Financial Statements: IS and BS
Week 3: Interpreting Financial Statements: Cash Flow Statement and Free Cash Flow Demystified
Week 4: Bridging Enterprise and Equity Value
Week 5: Exploring Characteristics of a Quality Business
Week 6: Understanding Moats and Competitive Advantages
Week 7: Distinguishing Between Value-Creating and Value-Destroying Growth
Week 8: Calculating Intrinsic Value
Week 9: Making a DCF: A Beginner's Guide
Week 10: Selecting Winning Stocks: Your Investment Journey Begins
Accelerator Teachers - Fall 2024
Oliver Dalmi
Oliver is a senior from North Dakota, studying Finance and Statistics, as well as pursuing a Master's in Data Science. Previously, he's worked at Houlihan Lokey's Financial Restructuring group, Madison Avenue Partners, a hedge fund, and Supermoon Capital, a VC fund. In his free time, he enjoys programming, reading, and playing poker.
sameer jain
Sameer is a senior from Naperville, Illinois studying finance. Beyond WITG, he is involved in the Students Federal Credit Union. He has previously interned at Monarch Capital Group, Millennium Management, and Moelis & Company. In his free time, he enjoys playing tennis and poker as well as long-distance running.
RAYAN YU
Rayan is a senior from Washington, D.C. in the M&T program. This past summer, he worked in Goldman Sachs’ TMT group; previously, he spent time in software at Amazon. Rayan enjoys backpacking, A24 films, and various outdoor sports in his spare time.
XUECHEN YIN
Xuechen, a senior in Wharton, studies Finance and Statistics. This past summer, she worked in PJT Partners’ Restructuring and Special Situations Group in New York. Previously, she worked at Finepoint Capital, a multistrategy hedge fund in Boston. Outside of WITG, she is involved in Global Platinum Securities and Wharton Distressed Investing Group.
Jeffrey zhang
Jeff is a senior from Ohio studying computational biology, finance, and statistics in the LSM program. Previously, he interned at Advent International and Aster Insights, an oncology-focused bioinformatics company. Last summer, he interned at Evercore’s restructuring group in New York. In his free time, he enjoys hiking, tennis, and reading.