About: Our Organization

The Wharton Investment Management Club provides members with education, mentoring, and career advice while building a larger and more tight-knit community of investment managers. We aim to connect MBA candidates with Wharton alumni across mutual funds, hedge funds, and other investment professions.

The IM Club provides educational events and mentoring relationships to help our members achieve their career goals in investment management, including career panels, global career treks, second year mentors, IM job opportunities, and valuation training seminars. We offer exposure to industry professionals from leading investment management firms to enhance our members’ investment skills. In addition, we aim to build a strong, tight-knit community of investment managers through small group dinners, office hours, and other social events.

Club Programs

The Wharton Investment Management Fund (WIMF)

The Wharton Investment Management Fund is a student-run equity fund responsible for managing approximately $2 million on behalf of The Wharton School. The Fund employs a fundamental, value-oriented investment strategy. Founded in 1994, WIMF is a key component of the Wharton Investment Management Club and is open to all current IM Club members.

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Wharton Investment Management Conference (WIMC)

The annual IM conference provides a unique opportunity for students, alumni and other investment professionals to convene and draw insights from leading investors.

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Contact Us

We would love to talk to you about ideas for events, sponsorship opportunities, and any other general inquiries. Questions about the Wharton Investment Management Club can be directed to Julia Pei, President, at juliapei@wharton.upenn.edu.