Anchor Investment Fund

About the Anchor Investment Fund (AIF)

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• Program overview

  The AIF subject offers a comprehensive and immersive learning experience, combining in-class intensive training in funds management and a weekly Guest Lecture Series featuring industry experts such as Chief Investment Officers, Senior Portfolio Managers, Asset Consultants, Risk Managers, and Financial Analysts. The program is designed to provide students with both theoretical knowledge and practical experience in the field of investment management.

  • Academic Training: During the first two weeks of the subject, students receive in-depth training in the various aspects of the investment management process and the functional areas of the AIF. This intensive training covers key topics such as asset valuation, portfolio construction, and risk management. By engaging with the course material independently and participating in team discussions and guided activities, students build a strong foundation for their work in the AIF.
  • Industry Training: Starting from Week 3, the subject features an Industry Guest Lecturer Series, where practitioners share their invaluable expertise and insights on topics relevant to asset management. These guest lecturers, who represent diverse roles within the fund management industry, expose students to real-world challenges and best practices, while also offering valuable networking opportunities.

  Through these lectures and subsequent in-class workshops, students are able to apply their learning to the day-to-day management of the AIF under the close supervision of staff and industry practitioners. This unique and hands-on approach ensures that students gain a well-rounded understanding of asset management and are well-prepared for future career opportunities.

  As a member of the Student Managed Fund, you will work alongside a team of dedicated students, faculty, and industry mentors to make investment decisions, analyse markets, and manage risks for the Anchor Investment Fund. This unique hands-on experience will provide you with invaluable insights into the world of asset management, enhancing your career prospects upon graduation.

  The UTS Anchor Investment Fund gives selected students the opportunity to take what they have learnt in finance and begin using it in something much closer to a professional investment environment.

  Students work with real capital. They research markets and investments, develop asset allocation and portfolio recommendations, assess risk, and present and defend their thinking within the Fund’s governance framework. Investment recommendations are reviewed through an Investment Advisory Committee made up of experienced industry professionals.

  But the AIF goes beyond managing a portfolio.

  Students learn directly from people working across funds management and the broader financial-services industry, including portfolio managers, CIOs, asset consultants, economists, risk specialists and other practitioners. The aim is to expose students not only to how investment decisions are made, but how they are questioned, communicated and sometimes changed.

  That means dealing with uncertainty. Testing assumptions. Understanding the mandate. Thinking about downside and portfolio consequences. Working with others. And being able to explain why a recommendation should be made when somebody across the table is prepared to challenge it.

  The AIF is designed to help students move from knowing the theory towards understanding what professional judgement looks like in practice.

  The Fund also has a philanthropic purpose. Proceeds help support scholarships and prizes for students at UTS Business School.

  By participating in the Student Managed Fund, you will:

  • Gain real-world experience in investment management and analysis
  • Develop teamwork, leadership, and decision-making skills
  • Learn from industry mentors in the asset management and superannuation sectors
  • Enhance your resume with a unique and practical learning experience
  • Earn academic credit through the subject "Student Managed Fund (25625)"

• Principles of the fund

  The STRIVE Values of The Anchor Fund

  The Anchor Fund operates with a clear purpose and a strong commitment to excellence, collaboration, and ethical responsibility. As a student-managed fund, we are guided by our core values, represented by the acronym STRIVE. These values shape the fund’s operations and define its commitment to providing a rich educational experience for our students. With a focus on responsible decision-making, collaboration, and ethical practices, the Anchor Fund strives to empower our students with practical skills and real-world experiences in the field of finance. The STRIVE values listed below are more than guiding principles for The Anchor Fund. They serve as the foundation that ensures we create a supportive environment where students can thrive, gain valuable knowledge, and make a positive impact in the finance industry.

  1. Stewardship: The Anchor Fund considers its role as caretakers of the assets entrusted to them a privilege and a responsibility. The team diligently manages the funds with foresight and attention to sustainable growth. They are committed to preserving and enhancing the fund’s capacity to support philanthropic activities. The Anchor Fund understands the decisions made today will shape the opportunities available to future cohorts.

  2. Teamwork and Inter-team Collaboration: The Anchor Fund believes that the collective intelligence of its diverse team members significantly contributes to its success. The environment fosters open communication, mutual respect, and the exchange of ideas. Through this, they harness the collective knowledge of team members, enriching the decision-making process and driving better investment outcomes.

  3. Risk Awareness: The financial industry presents a myriad of potential risks. The Anchor Fund takes an active approach to identifying, evaluating, and managing these risks. The fund embeds a risk-conscious culture in all its activities, ensuring the longevity and sustainability of the fund’s performance.

  4. Intellectual Curiosity: Continuous learning and innovation are central to The Anchor Fund’s ethos. They encourage an intellectual curiosity that keeps them adaptable, progressive, and informed in a constantly evolving financial landscape. This commitment to learning ensures they remain at the forefront of finance industry trends, strategies, and practices.

  5. Value Creation: At The Anchor Fund, value creation extends beyond financial returns. The fund seeks to create an enriching learning environment where students gain hands-on experience in fund management. Each decision made, and each strategy implemented, is focused on enhancing the fund's overall success and providing a valuable educational experience for students.

  6. Ethical Responsibility: The Anchor Fund upholds the highest ethical standards in every aspect of its operations. They foster an environment of trust, honesty, and transparency, upholding their commitments to stakeholders and reinforcing the fund's credibility. This ethical compass guides their decision-making, investment practices, and interactions.

• Application process

  Enrolment in the Student Managed Fund (25625) is selective, with a maximum of 30 students per session. This subject is suitable for students enrolled in a Finance Major of the Bachelor of Business and looking to enrol in an elective subject. However, we welcome applications from exceptional students enrolled in other UTS Faculties.

  To be considered for inclusion in the team, candidates must submit an expression of interest (EOI) consisting of a completed cover sheet, a statement detailing their motivation for undertaking the course, a Curriculum Vitae, and a UTS transcript and subject history.

  Submit your EOI

  We look forward to receiving your EOI.  Thank you for your interest in the Anchor Investment Fund!

  Privacy statement for your expression of interest submission

  The information you submit with your EOI will be used by the UTS Business School to shortlist and select candidates to be enrolled into 25625 UTS Student Managed Fund.

  Your information will be managed in line with the privacy notice in the Student Declaration.

  To access or correct your information, or for any other questions, please contact Business School’s Finance Department via StudyingFinance@uts.edu.au.

• The Team

  Welcome to the AIF team for Spring 2026!

  Toby Bakewell

  Toby Bakewell is a second-year student completing the Bachelor of Accounting Co-op Scholarship at UTS, majoring in Accounting and Finance. His interests in financial markets, financial modelling and asset allocation have inspired him to pursue a role in the Anchor Fund, where he hopes to develop a practical understanding of portfolio construction and investment decision-making in a live setting.

  Toby recently completed a six-month placement at PwC as an Audit Intern in their Financial Services team, gaining exposure to major financial institutions and developing a strong grounding in financial reporting and analysis. He followed this with a winter internship at Fat Prophets, where he assisted with client transactions into the firm's Australian and global equity portfolios. He also contributed to marketing strategies aimed at broadening the appeal of its investment newsletter and ASX-listed fund to a younger investor demographic.

  Alongside his studies, Toby has founded his own business teaching beginners the fundamentals of investing in an accessible way. This experience has sharpened both his understanding of core investment concepts and his ability to communicate them clearly to people without a financial background.

  Toby is excited to build on this experience and is looking forward to working alongside peers on real investment decisions as he continues developing toward a markets-facing career.

  Benjamin Barwise

  Ben is a 2nd-year Bachelor of Business Bachelor of Creative Intelligence and Innovation student at UTS majoring in finance and international business, where he maintains a High Distinction average. His personal interest in Australia’s financial markets, strategic asset allocation, financial modelling and portfolio management have inspired his enrollment in the UTS anchor fund, where he can continue to expand on his technical and financial skills.

  He is experienced in collaborative team environments and decision-making under pressure through sport, refereeing, and previous investment-related extracurricular involvement. He is passionate about conducting investment research and analysis and wishes to use the Anchor fund as an opportunity to improve his investment skills through real-world portfolio management experience.

  For his academic achievements in 2025, Ben was a recipient of the Dean’s Merit Award, amongst other notable achievements including a rank of 1 out of 1705 enrolled students in the UTS subject Accounting and Accountability for the Autumn 2025 session.

  Hugo Bawtree

  Hugo is a Bachelor of Business (Finance) and a Bachelor of Creative Intelligence and Innovation student at University of Technology Sydney. His interest is in infrastructure and real assets, and in how long-dated, capital-intensive businesses are valued, financed and transacted.

  Hugo recently completed a winter internship at FTI Consulting in Forensic and Litigation Consulting and Valuation Advisory, supporting business valuations for financial reporting and tax purposes and contributing analysis to expert reports and investigations for law firms, listed corporates and private equity clients. He has also completed a summer internship at EY in Assurance covering technology, media and telecommunications clients, and earlier completed a project management internship with PMLogic, working with Transport for NSW on a large-scale infrastructure investment program.

  At UTS, Hugo is part of the UTS Case Team and will represent the University at the Oceania Case Competition in New Zealand in September. He values international experience, having completed a semester exchange at Universidad Carlos III de Madrid in 2024 and a global short program at Università Bocconi in Milan in July 2026. Outside university, Hugo works as a pyrotechnician, having operated displays across Sydney New Year's Eve, major sporting fixtures and music festivals.
  Through the Anchor Fund, Hugo is looking to develop the judgement side of investing: deciding what a view is worth acting on, how large a position it justifies, and what would have to change to reverse it.

  Luke Belousoff

  Luke is in his penultimate year of a Bachelor of Business Bachelor of Laws degree, majoring in Finance. He holds a distinction average and is preparing to commence an internship at Deloitte in Controls Assurance – Business Risk in January 2027.

  Beyond his professional experience, Luke will represent UTS at the international level at the Microsoft Excel Collegiate Challenge (MECC) finals in Las Vegas in November 2026, having co-led his team to qualification. The qualifying experience has sharpened his financial modelling and analytical skills under competitive pressure.

  Luke brings strong analytical skills and financial modelling capability to the Anchor Fund and is keen to deepen his knowledge of strategic asset allocation, portfolio construction, and equity research throughout the semester.

  Eugene Boen

  Eugene is a highly motivated 2nd Year Business Student majoring in Finance and Business Analytics. His passion for Finance stems from a fascination with the theories and models that underpin financial markets, particularly their application in navigating uncertain and volatile economic environments. Through his studies in Business Analytics, he has developed strong analytical, problem solving and statistical modelling skills while his Finance experience helps contextualise data-driven insights within broader financial and economic frameworks.

  Outside of University, he enjoys a plethora of hobbies that challenges himself mentally and physically including bouldering, boxing and exploration in different art mediums.

  Eugene joined the UTS Student Anchor with a curiosity for academic and industry perspectives behind strategic asset allocation and portfolio management. He is keen on further developing his technical skills while collaborating with like-minded peers in a practical learning environment. Ultimately, he aims to gain professional exposure, mentorship and industry experience in funds management.

  Arnav Bopche

  Arnav is a driven and analytically minded individual currently in his penultimate year of the Bachelor of Business and IT at UTS, majoring in Finance and Cybersecurity. His coursework spans financial statement analysis, investment analysis, corporate finance, and financial systems, complemented by technical subjects in networking, cybersecurity, and programming — giving him a genuinely cross-disciplinary foundation that bridges markets and technology.

  Professionally, Arnav has gained hands-on experience as an FP&A Intern at IKEA Australia, a Payroll Analyst at Transport for NSW, and a Cybersecurity and Network Engineering Intern at In Time Tec, building commercial, analytical, and technical skills across diverse environments.

  He has further demonstrated his competitive acumen through placements in the Macquarie Group M&A and Mastercard Case Competitions, and as a finalist in the UTS x TechSoc x Deloitte Case Competition 2026.

  Arnav is eager to apply his analytical mindset and cross-disciplinary background to investment research and financial markets, contributing meaningfully to high-performance investment environments.

  Nicolas Butcher

  Nick is currently in his penultimate year at UTS, studying a Bachelor of Accounting in the Co-op program, with a second major in Finance. He has a genuine interest in markets and funds management and enjoys keeping up with developments daily.

  During his internship in Stockland’s Finance division, hesupported both the Masterplanned Communities FP&A and Sustainability Reporting teams, gaining firsthand experience in financial analysis, corporate reporting, and strategic planning. This experience emphasised the importance of attention to detail, accountability, and delivering work that provides valuable insights.

  Running his own media business has given him the chance to work across a wide range of industries and build relationships with business owners. It has taught him how to communicate effectively, the power of persistence and the work ethic needed to build something of your own.

  He enjo'sy keeping active by playing in the local Men's Premier League Football Competition throughout the week.

  Peter Gitman

  Peter is a second-year Bachelor of Accounting Co-op scholar, currently working as a Treasury Analyst at the ASX, after having completed an internship in their Finace Team last year. Before ASX, Peter worked as a Consumer Banker at Westpac. He's also currently part of the UTS Prop Connex team, competing in the property investment regional finals case competition in September 2026.

  Peter's interest in portfolio management began during the pandemic, as he started researching and investing with his father's help. From there, Peter became more intrigued by its prospects and curious about the potential benefits investing can have on someone's financial future. Since then, he's continued building on this interest. He completed an internship at the ASX last year, gaining exposure to various finance teams, and now he works in the Treasury Team, where he assists with the exchange's margin operations and portfolio investment strategy.

  Outside of investments, Peter is passionate about leadership. He is the Class Representative of the BAcc Co-op Program, sitting on two committees that help make choices about the program's future. He's also the Treasurer & Secretary of the UTS Case Team, and Vice President of the UTS Finance Society. With Case Team, Peter has represented UTS in Melbourne at the Trans Tasman Case Competition and in Budapest at the Cornivus University Business Experience Competition, where his team placed 1st in their pool and 4th overall.

  Peter is very proud and grateful to be part of the UTS AIF Team this semester and is keen for the opportunity to further build on his interests and contribute to the team.

  Hasti Haghshenas

  Hasti is a third-year Bachelor of Business (Finance) and Bachelor of Laws student with experience working as a paralegal, as well as some exposure to financial planning. Shehave a strong interest in equity markets and has been actively investing across Australian, US and Asian markets for around three years. I particularly enjoy developing my understanding of markets, investment strategy and the factors that drive company performance.

  Her career interests sit at the intersection of corporate law and finance, particularly in areas such as financial regulation, banking and financial services, and strategic asset allocation. While she is still exploring exactly where she would like her career to go, she values the opportunity to gain experience across different areas and continue refining her interests as she develops her knowledge and skills in both finance and law.

  She is very excited to contribute to the UTS Anchor Investment Fund and learn from her colleagues, lecturers, and industry speakers.

  Jacob Harper

  Jacob is an opportunity-driven and proactive student with a strong interest in global markets and early-stage business development. He is currently undertaking his second year of the Bachelor of Accounting (Co-op) scholarship program, where he majors in Finance and Accounting, and was named on the 2025 UTS Dean’s Academic Merit List. He has been captivated by the explosive growth in AI capabilities, and is motivated to help shape its application in offensive-side business expansion.

  Jacob has recently come off a 6-month finance internship at the global leader in bespoke AI enterprise integration, Future Secure AI. Here, he gained experience in analysing and forecasting liquidity, and completed a substantive project under the CFO’s direction where he modelled AI integration within the company’s internal finance workforce. Jacob thrived in the context of a rapidly maturing but young company, where his entrepreneurial spirit and analytical rigour came to the fore.

  Immediately prior to this, he gained 6-months of experience working at Macquarie Group within its Commodities and Global Markets business. He flourished in Macquarie’s fast-paced and dynamic business culture, and in his role, developed skills in communicating P&L analysis and commentary to senior finance leaders.

  In his free time, Jacob balances his passion for reading pieces on global economics and geopolitics with a love for the outdoors – particularly hiking, boating, and spearfishing.

  Carlton Hogan

  Carlton is a final-year student at UTS studying Finance and Data Analytics. He recently completed a restructuring internship at Wexted Advisors, where he gained experience supporting restructuring and insolvency engagements, including financial analysis and work involving lenders and private credit. He has also previously worked in finance and operations at Sarah & Sebastian.

  Carlton is particularly interested in corporate advisory, capital markets and investment analysis, and is looking forward to developing his equity research, valuation and portfolio management skills through the Anchor Investment Fund.

  Declan Kearns

  Declan is a final-year Bachelor of Business student majoring in Finance, with a strong interest in investment analysis, asset allocation and portfolio management. He is particularly interested in understanding how fundamental research and disciplined portfolio construction can generate long-term investment outcomes.

  Alongside his studies, Declan works as a Junior Analyst at AssureInvest, where he has gained practical experience across portfolio reporting, performance analysis and investment operations. He has also previously worked in Investor Relations at New Forests Asset Management, gaining exposure to the funds management industry and developing an understanding of how investment managers communicate their strategies and performance to stakeholders.

  Minsang Kim

  Minsang Kim is a Bachelor of Business student at UTS, majoring in Accounting and Finance. He currently works in public practice accounting, where he has gained practical experience across accounting, tax compliance, and financial reporting. Through the Anchor Investment Fund, I’m aiming to further develop his skills in equity research, company valuation, and portfolio management. He has a strong interest in corporate finance, M&A and investment analysis.

  Lachlan Mann

  Lachlan is a second-year Bachelor of Business student at the University of Technology Sydney, majoring in Finance with a sub-major in Business Law. He has a strong interest in financial markets, investment analysis, and the application of technology to investment research.

  Alongside his studies, Lachlan has developed valuable experience in hospitality and sales, where he has built strong communication, teamwork, and client-service skills in fast-paced environments. This background has strengthened his ability to remain composed under pressure, work effectively with others, and deliver consistently high standards of service.

  Lachlan has also pursued finance-focused personal projects, including the development of an investment research platform that has broadened his exposure to financial data, market analysis, and portfolio decision-making. Through the Anchor Fund, he looks forward to developing his understanding of fundamental research, portfolio construction, and asset allocation while contributing an analytical and collaborative perspective to the team.

  Natasha Mazay

  Natasha is in her 3rd year of university studying a Bachelor of Software Engineering (Honours) and a Bachelor of Business (Finance). She has a strong interest in the intersection of finance, mathematics, and technology, and enjoys exploring how quantitative analysis and programming can be applied to investment decision-making and financial markets.

  Alongside her studies, Natasha works at Flexicommercial, Australia's largest non-bank asset financier. In this role, she is developing a strong foundation in commercial finance, asset-backed lending, and financial risk, while gaining valuable insight into the end-to-end asset finance process and the importance of effective stakeholder collaboration.

  Through the UTS Anchor Investment Fund, Natasha looks forward to engaging with experienced industry professionals, collaborating with like-minded peers, and developing a deeper understanding of portfolio management.

  Sophie Nguyen

  Sophie is a third-year Bachelor of Business student at the University of Technology Sydney, majoring in Finance with sub-majors in Econometrics and Statistics. She received the UTS Dean’s Merit Award and has developed a strong interest in the more quantitative side of finance, particularly maths, statistics, modelling and working with data. She enjoys solving finance problems and using data to find patterns, test ideas and build a view based on evidence rather than intuition alone. She also has experience using Excel, Python and R for data analysis and statistical work.

  Alongside her studies, Sophie is a UTS Priority Success Tutor and Senior Peer Mentor, where she has supported students from a range of backgrounds and learned to communicate technical ideas clearly. Outside university, she enjoys puzzles, reading about probability and uncertainty, and learning new skills. These interests reflect her natural curiosity and tendency to keep working through a problem rather than looking for a quick answer.

  Through the Anchor Investment Fund, Sophie looks forward to working with real investment ideas, learning from academics and industry professionals, and further developing her quantitative and analytical skills in a collaborative environment. She hopes to better understand how investment research is actually done in practice, from developing and challenging an idea through to making a portfolio decision.

  Daniel O'Hanlon

  Daniel is a penultimate-year Bachelor of Business (Finance) and Bachelor of Laws student, bringing a critical lens founded on analytical thinking to deal structuring, risk analysis and investment opportunities. He has a strong interest in investment analysis and M&A, particularly across micro-cap opportunities.

  He recently completed an internship at Ellerston Capital over the Winter, where he worked as an analyst across several of the firm’s Australian equities funds, conducting both macro and bespoke research to support investment decisions, and supporting due diligence and modelling on ASX-listed and unlisted opportunities. He is currently an FP&A intern at Epiminder, a listed biotech, where he maps out financial projections, and supports financial governance and reporting processes. Daniel has also previously worked in finance and operations at Beamtree, a listed health tech company. This exposure to bio and health tech underpins his interest in emerging technologies and panning for asymmetric opportunities within them.

  Beyond the balance sheet, he follows the Premier League, snowboards and is attempting to learn Japanese. He is eager to contribute to the Anchor Fund and deepen his exposure to capital markets and asset management.

  John Ramos

  John is a final-year Bachelor of Business student, majoring in Accounting and Finance, where he maintains a 83.3 Distinction WAM. He has consistently ranked among the top performers in his cohort — 2nd in Business Analysis (Accounting Capstone), 6th in Applied Financial Decision Making (Finance Capstone), and 7th in Investment Banking.

  He recently concluded a two-and-a-half-year role as an Undergraduate Auditor at Findex, where he prepared 400+ AASB-compliant workpapers for clients across investment funds, government, technology, ASX-listed, and NFP sectors, sharpening his financial statement analysis and risk assessment capabilities. John now works as a Business and Tax Advisory Consultant at William Buck, broadening his exposure to advisory engagements across private and mid-market clients.

  Long-term, he aspires to build a career in corporate finance, M&A advisory and private credit, combining his analytical foundation and passion for value creation to deliver meaningful outcomes for clients.

  Beyond work and study, John is a keen traveller, basketball fan, content creator, and fashion follower. He recently spent June-July solo travelling to New York to witness the Knicks' historic playoff run, before continuing on to the Philippines and Vietnam to broaden his global perspective.

  Neo Rustandi

  Neo is a Law and Business (Finance) student at UTS with a high distinction average. Passionate about valuation, capital markets, and transaction advisory, he currently works as a Paralegal at Weinberger Lawyers, where he is actively developing his Excel modelling and financial analysis skills.

  A former Australian Wushu representative and champion school rower, Neo brings strong discipline to his work and his volunteering as a pro bono tutor. Through the Anchor Investment Fund, he looks forward to advancing his equity research skills and contributing a strong commercial perspective to the team's investment process.

  Cassandra Shi

  Cassandra is a Law and Business student at UTS with a high distinction average. Passionate about equity research, risk analysis, and portfolio management, she currently balances roles as a Medical Receptionist, academic tutor, and accredited Rhythmic Gymnastics coach and judge.

  Beyond academics, a former Gymnastics State Champion and National Runner-Up, Cassandra was awarded a prestigious Sports Blue - the highest sporting achievement for an Australian high school student. She brings strong discipline and leadership to her endeavours. Through the Anchor Investment Fund, Cassandra looks forward to advancing her analytical skills and contributing a strong commercial perspective to the team's investment process.

  John Sukkar

  John is a penultimate year Bachelor of Business (Finance) student at UTS. He currently works at Smith Hancock Chartered Accountants across a range of restructuring engagements, primarily liquidations, where he investigates company affairs and works through options to maximise creditor recoveries. He also brings industry accounting experience from the logistics sector, having spent over a year as an Assistant Accountant managing a multi-million dollar accounts receivable ledger.

  John recently qualified to represent UTS in the Microsoft Excel Collegiate Challenge team semifinals in Las Vegas in December 2026. He is also involved with the UTS Finance Society Events Subcommittee and serves as Events Co-Director for the Young Australian Lebanese Association.

  Looking ahead, John aims to build a career in asset management, with a particular interest in FX and equity markets. Through the Anchor Fund, he looks forward to sharpening his equity research and valuation skills and gaining hands on exposure to portfolio construction and asset allocation.

  Sam Vidor

  Sam is studying a Bachelor of Laws and Bachelor of Business, majoring in Finance.

  Alongside his studies, Sam works as a Paralegal in the Banking & Finance team at Arnold Bloch Liebler, where he has gained exposure to corporate, acquisition and project finance, including sponsor-backed transactions, syndicated lending and other financing matters.

  Prior to starting his degree, Sam worked at an early-stage startup specialising in voice biometric verification, leveraging AI-driven systems to discern human speech from synthetic media, bolstering defence against digital fraud.

  Emily Wiseman

  Emily is a penultimate Finance and Biotechnology student at the University of Technology Sydney with a keen passion for financial markets, specialising in asset valuation, equity research and portfolio construction. These interests drove her to pursue a role in the Anchor Fund where she can further her understanding of the intricacies involved with efficient asset allocation.

  Alongside her studies she serves as the Founding President of the UTS Horticulture Society and resides on the Publications committee of the UTS Finance Society where she published an Institutional Grade Equity Research Report and hosted a sold out Investment Methodology Workshop.

  She has also recently finished a three month Corporate Finance internship at W&S Plastics Company where sheI expanded her Excel and Variance Analysis skills.

  Passionate about fundamental analysis and valuation, she looks forward to contributing her investing knowledge and practical experience to the Anchor Investment Fund, contributing to the programs' success while gaining practical exposure to portfolio development and construction.

  Mia Yeh

  Mia is a penultimate-year student at the University of Technology Sydney completing a Bachelor of Business and Bachelor of Molecular Biotechnology, majoring in Finance and Medical Biotechnology with a distinction average. She has a strong interest in investment analysis, valuation, and corporate finance.

  Alongside her studies, Mia serves as a Second in Command (2IC) at Elevate Education, supporting the leadership of a team of presenters while continuing to deliver study skills seminars to high school students across NSW. She has developed strong leadership, communication, and presentation skills in high-performance environments.

  Drawing on both finance and scientific disciplines, Mia enjoys solving complex problems and looks forward to developing her skills in investment analysis and portfolio management.

  Julia Zuchelkowska

  Julia is a second-year Bachelor of Business (Finance and Accounting) student at the University of Technology Sydney (UTS), with an academic background spanning both Norway and Australia that has exposed her to different business and economic systems. She has experience across student accommodation and real estate administration, invoicing and payment collection, and customer service and tutoring roles.

  Julia also serves as a UTS Business Mentor, supporting students through first-year business subjects, and has peer-mentored first-year business students as a UTS Business peer tutor. She has a growing interest in asset management, and is joining the Anchor Fund's Portfolio Management team to build her skills in portfolio construction and investment decision-making.