Wharton WITG/Harvard Charles River Growth Fund

Hi everyone, I have a friend that is attending Harvard/Wharton and is interested in IB/PE; thus, wants to get into his school's respective student-run fund. I understand that these are very competitive groups to get into but just wanted to get an idea on how to prepare for these. Questions: 

  • Are the BIWS/WSP interview guides enough?
  • Do most people that join these clubs already have a track record in stock market simulators?
  • Should he read textbooks focused on accounting, valuation, corporate finance, operations management, supply chain management (basically every leg of a business) to be able to understand businesses better; as the guides don't usually focus on these things
  • Should he read industry primers of most industries? 

JJust trying to get an idea of what the people that get into these clubs do, as just reading the guides seems like too little work

5 Comments
 

as a uni applicant I can't help you (I would if I could, believe me, look at my username :D ); but based on your post it seems that maybe you could help me decide whether if I am aiming for a top master's in finance in the US I should choose Bocconi or Warwick for my undergraduate studies

 
Most Helpful
  1. The guides are enough but as 'your friend' should know, getting these technicals right is table stakes and you need great extracurriculars, true passion for finance, nepo, and stellar behavioral (comes down to having the same hobbies/frats as the board kids)
  2. Stock market simulators are not relevant and this makes me wonder if you actually understand the point for WITG and CRGF to prep for IB/PE recruiting which has no relation to the stock market
  3. You don't need to understand these other factors of a business but if you have the time, there's no harm in doing so. For deeper understanding of the guides would read Rosenbaum & Pearl
  4. Read primers, watch videos, and read substack articles for the industries you're interested in but most of these clubs have certain sectors so it would be good to find a general focus industry to spend a bit more time on, don't make a ride-or-die decision but just explore where you lean more to maximize chances for the club recruiting
 

Thanks for the quick reply. On the second point, seems to me that my friend is interested in clubs for two reasons 1) as anything related to finance, it comes down to prestige, those groups are prestigious and some one looking at your resume and seeing that you were there will get you more than a few points, and 2) i fully understand that IB/PE doesn't have anything to do with the stock market, but investing in public companies is also not solely about the stock market. You're reading public filings, reading research reports, familiarizing yourself with industries, developing investment theses, there is some overlap between the tasks you would be doing and IB/PE. Sure it's not a perfect overlap. But it's kind of as good as it gets. There are other relevant clubs that you could join at W/H but it's not like they exclude you from joining the student-run funds.

 

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