Adrian Larsen
Co-Founder, Past Board Member, Alumni
Major(s): Triple major in Business Economics, Finance, and International Business
Why did you join LAM?: I joined and co-founded Laker Asset Management with the premise of expanding my knowledge within the world of finance. The idea behind Laker Asset Management is to expose students to more hands-on work, and I am grateful for the opportunity to help guide other students in this process. The intention of the club is to create an environment where ambitious students can network and challenge each other. I have enjoyed every bit of it.
Positions, Achievements, and responsibilities for Laker Asset Management
- Positions
- April 2017: Co-founder of Laker Asset Management
- Spring 2017 to Spring 2018: Board member
- Spring 2018 to present: Club President
- Achievements
- April 2017: Co-founded Laker Asset Management with Bernardo Ramirez, Grant Coultrup, and Jeremy Wu
- Spring 2017: Alongside other board members, Adrian developed LAM’s first investment policy. He was in charge of the allocation strategy.
- August 2017: The club hosts its first meeting open for all students.
- Fall 2017: Negotiated $100,000 with the School’s endowment committee.
- February 2018: Incepted the money, a “cost-average-market-entry” strategy was implemented:
- Spring 2018: Developed research that lead to the investment into the theme “Smart Manufacturing”. The clubs first theme based investment.
- Research was made alongside: Katherine Johnston
- Spring 2018: Developed research that lead to the investment into the theme “Aging Population”
- Research was made alongside: Garek Shultz, Jeremy Wu, Arseniy Sklyarov, Andrew Hoover
- Fall 2018: Developed research that lead to the investment into the theme “5G”.
- Research was made alongside: Jeremy Wu, Arseniy Sklyarov, Andrew Hoover, Felix Schmedding, Reid Marlow, Brandon Hagerdon
- Fall 2018: Developed research that lead to the investment into a 2 year treasury bond. An effort into diversifying the portfolio and reduce risk to uncertain markets.
- Year 2018: First year the club has been investing, and the club beat the benchmark S&P500 by Number
- Spring 2019: Helped establish fundraisers for Wall Street
- Spring 2019: Helped plan NYC trip.
- April 2019: Went to NYC to meet with Black Rock, Federated Investors, and Goldman Sachs
Email Adrian via email: [email protected]