Anudeep Batchu anudeep.batchu@orangevaluefund.com  | 585.402.1373 Permanent: 10236 Paxton Run Rd, Charlotte, NC 28277 Current: 110 Comstock Ave, Apt 5, Syracuse, NY 13210

Education Syracuse University Syracuse, NY Martin J. Whitman School of Management Bachelor of Science in Finance; Minor in Global Enterprise Technology May 2015 GPA: 3.5/4.0 Honors: Dean’s Scholarship Recipient, Dean’s List Work Experience The Orange Value Fund, LLC Syracuse, NY Junior Analyst August 2013 – May 2015 The Orange Value Fund is a two-year money management and investment banking program, where students are trained to become both investment analysts and money managers while managing a $1.5 M portfolio using a deep value investment methodology similar in nature to Martin J. Whitman’s “safe and cheap” approach.

• Achieving Bloomberg certification in Equity, Fixed Income, FX, and Commodities Modules • Completing the following course modules:

o Value Investing o Introduction to Financial Modeling for Investment Banking I and II o Control Investing o Distress Investing

• Analyze portfolio holdings and create a research report under the supervision of a Senior Orange Value Fund Analyst • Assist Senior Orange Value Fund Analysts in their work of analyzing other portfolio holdings

Arabella Wealth Advisors Syracuse, NY Research Intern August 2013

• Evaluate the effectiveness of options to reduce risk in a portfolio • Provide suggestions to grow the firm and improve portfolios

The UPS Store Charlotte, NC Assistant Manager Fall 2012, Summers 2012 & 2013

• Provide a variety of logistics services such as shipping, packaging, notary, printing, and marketing suggestions to local small businesses

• Perform managerial tasks such as opening and closing the store, operating the store and training new employees • Gain an understanding of small business operations and to maximize efficiency from marketing and operations • Sales increased 43% year over year as a result of building long term relationships and enhanced marketing

Leadership Syracuse University Investment Club Syracuse, NY Member January 2013 – Present

• Evaluate and voice opinions on investment suggestions brought forward by members • Attend weekly meetings to examine the $140,000+ portfolio and opportunities in the marketplace • Make pitches on new securities for the club to invest in through a PowerPoint presentation that highlighted key

aspects of the industry and information about the specific security. South Asian Student Association Syracuse, NY Executive Board Advisor August 2013 – Present

• Budget events proposed by the organization to promote South Asian culture on campus • Plan for future events and attend weekly meetings to evaluate the goals of progress of the organization

Syracuse University Men’s Volleyball Club Syracuse, NY Member August 2013 – Present

• Attend weekly practices to prepare for upcoming tournaments • Assist other players in development of skills

Skills and Interests • Conversationally fluent in Telugu • Proficiency with Word, Excel, and PowerPoint

Anudeep Batchu  

Anudeep Batchu is a student at the Martin J. Whitman School of Management majoring in

finance. Anudeep’s interest in finance and business has come from his love for technology. Initially

wanting to become an engineer to work in the technology sector, it became clear that his skills were put to

better use in business and using technology to improve businesses and streamline operations. His father’s

work experience in American Express, Ally, and Bank of America has provided Anudeep insight in the

financial sector. He learned how technology and finance come together in his father’s work through

projects like mobile payments and that showed him that he can follow his love of technology and finance.  

After arriving at Syracuse University with the honor of being a Dean’s Scholarship recipient,

Anudeep truly discovered himself as an individual by learning what he wants to do and that is to

understand the markets. He understood that his skills in math would be better utilized in Finance in the

Whitman School of Management than as an engineer. He is now able to evaluate technology from the

perspective of a business and see the practicality of new ventures as well as the excitement that surrounds

the latest tech.  

Having worked 25 to 30 hours per week during the fall 2012 semester at the UPS Store, Anudeep

learned how to effectively manage his time and still be successful as a student. He got promoted to

assistant manager and oversees the new staff, marketing ideas, and day-to-day operations. Outside of the

classroom, Anudeep is involved in the Indian community at Syracuse University and takes part in the

many cultural events that take place in the Syracuse community. Anudeep will be serving on the

Executive Board for The South Asian Students Association as an advisor starting in the Fall 2013

semester and will be providing new ideas to attract members and raise awareness on the university

campus. He also is an active member of The Syracuse University Investment Club and views that as a

great learning experience as well as a place to voice his opinion on the markets. He learned how to

present his thoughts to a group and how to effectively research information.  

Anudeep hopes to achieve his goal of a career on Wall Street once he graduates from Syracuse

University. He is always looking to be challenged and looks for new and innovative ways to solve

problems.  

Benjamin N. Basson bnbasson@syr.edu / 206-919-6220

Current Address: Permanent Address: 514 Walnut Ave, Syracuse, NY 13210 7035 38th Ave NE, Seattle, WA 98115

LinkedIn Profile: www.linkedIn.com/in/bassonbenjamin EDUCATION SYRACUSE UNIVERSITY Syracuse, New York Martin J. Whitman School of Management Expected May 2015 Bachelor of Science, Marketing and Finance Cumulative/Core GPA: 3.03/3.45 INTERNSHIP EXPERIENCE Eastern: A Xerox Company Syracuse, New York Business Development and Consulting Intern Summer 2013

• Successfully implement business development projects by attaining net new business opportunities and building sustainable client relationships.

• Consult with prospective and current clients regarding workflow optimization in their business environments. • Exceed monthly development goals and effectively communicate project results to upper management and sales

representatives via daily, weekly and monthly reports. CAA Tactical Ashdod, Israel Business Development and Marketing Intern Summer, 2012

• Project leader on a CAA Tactical high capacity magazine sales project in charge of directing and facilitating operations. • Contributed to marketing projects including creative advertising and social media campaigns in order to improve brand

recognition and sales. Participated in marketing and sales department meetings and individual consultations with my direct supervisors, the CEO and Marketing Director.

• Improved communication between the Israeli office, the U.S. office, and international clients by categorizing thousands of existing contacts, facilitating English language communication among all parties and improving personal client relations.

WORK EXPERIENCE Best Buy Syracuse, New York Computers and Tablets Sales Consultant Summer 2013

• Assessed customer needs and developed complete technological solutions including software, hardware and service plans. • Established excellent customer relations that led to multiple high margin sales and customer requests for my expertise.

Syracuse University Syracuse, New York University Medical Transportation Services Driver Fall 2011 - Present

• Transport patients in an SU medical van to health clinics and hospitals in the Syracuse metropolitan area. • Drive responsibly and ensure that transportation van is safe, fueled and clean in order to maintain the safety of the passengers.

LEADERSHIP Delta Sigma Pi Syracuse, New York Syracuse University National Grand Chapter Congress Delegate and Xi Tau Chapter Brother Winter 2012 - Present

• Represented the Xi Tau chapter of Delta Sigma Pi at the 2013 national Grand Chapter Congress in Seattle, WA. Participated in leadership summits and voted on crucial Delta Sigma Pi matters at the national level.

• Senior member of the finance board responsible for overseeing fraternity expenditures. Create budgets for the professional, brotherhood, community service and banquet committees. Advise the fraternity on expenditures and ways to lower costs.

Tzofim (Israeli Youth Group – Seattle Chapter) Seattle, Washington Youth Director 2010-2011

• Coordinated activities, events, and operations for the troop. Represented the troop at national convention in Los Angeles.

ORGANIZATIONS • Syracuse University Investment Club 2011 - Present • Whitman School of Management Alumni Mentor Program 2011-2012

SKILLS

• Computer: Microsoft Office suite, general computer repair including hardware replacement. • Financial: Financial document analysis, stochastic graphs, graph analysis, stock valuations and trading software. • Languages: Fluent in speaking, reading and writing in Hebrew and English. • Communication: Strong skills in communicating with people from varied cultural, national and generational backgrounds.

Benjamin N. Basson

Benjamin was introduced to budgeting and finance when his father helped him open his

first savings account at the age of six and taught him the value of saving and investing his

money. He has actively pursued his interest in finance and investment ever since. Benjamin grew

up in Israel and moved to Seattle, Washington at the age of 15. Upon his arrival in Seattle,

Benjamin worked tirelessly to accustom himself to life in the United States. Benjamin started a

friendly financial competition with his new high school friends using market simulation

software, an activity that helped him make the cross-cultural adjustment. The competition also

increased Benjamin’s understanding of the stock market, investing and effective budgeting.

Upon Benjamin’s arrival at Syracuse University in 2011, he joined the Syracuse

University Investment Club, a student run organization that manages over $150,000. Benjamin is

also a member of the Delta Sigma Pi professional fraternity. He is currently responsible for

allocating the fraternity’s funds as a member of its finance and investment boards. In addition,

Benjamin has held professional internships in business development, marketing and consulting in

both the United States and Israel. These internships have contributed to his wide array of

interpersonal, communication and cross-cultural skills.

As a Junior Analyst with the Orange Value Fund, Benjamin will bring innovative

perspectives to the team based upon the skills and knowledge he has acquired through his

professional internships and international life experiences. He looks forward to participating in a

valuable educational program that will enable him to pursue his lifelong goal of a career in

finance.

Joe C. Chan joe.chan@orangevaluefund.com | (917) 558-1393

Current Address: Permanent Address: 711 Comstock Avenue 42-55 Colden Street Apt 16A Syracuse, NY 13210 Flushing, NY 11355 EDUCATION SYRACUSE UNIVERSITY Syracuse, NY Martin J. Whitman School of Management May 2015 Majors: Finance & Accounting (B.S.) GPA: 3.52 / 4.0 Honors: Dean’s List (Fall 2011, Fall 2012, Spring 2013) | National Society of Collegiate Scholars (Spring 2012) EXPERIENCE The Orange Value Fund, LLC Syracuse, NY Junior Analyst August 2013 – Present The Orange Value Fund is established as one of the most premier programs within Syracuse University that seeks train a carefully selected cadre of distinguished students into investment analysts and money managers. Participating students enroll in graduate-level finance classes for academic credit, perform thorough research on potential investments, conduct professional research reports and manage The Orange Value Fund, LLC’s $1.5M portfolio utilizing deep value investment methodologies.

• Achieving Bloomberg Certification in Equity, Fixed Income and Foreign Exchange • Completing course modules such as Value Investing, Introduction to Financial Modeling for Investment Banking, Control

Investing, and Distress Investing • Researching and writing a report on a portfolio company under the supervision of a Senior Orange Value Fund Analyst • Assisting Senior Orange Value Fund Analysts in their work

Diversified Wealth Strategies Syracuse, NY Intern March 2013 – June 2013

• Created fiduciary scorecards for the advisors of the firm to facilitate investment decisions • Analyzed mutual funds based on ratios such as alpha, beta, Sharpe, and net expense • Categorized mutual funds with respect to their sectors and screened out underperforming funds in Morningstar

International Christian School Hong Kong, China Teacher Aid Summer 2010, 2011 & 2012

• Taught elementary students the fundamentals of English such as phonics, vocabulary, sentence structure and grammar • Assisted the teacher by performing various tasks such as photocopying, scanning and running errands • Maintained order and behavior in the classroom by initiating disciplinary actions when necessary

LEADERSHIP Theta Chi Fraternity, Alpha Chi Chapter Syracuse, NY Treasurer January 2013 – Present

• Collect dues and allocate funds for internal affairs, social events and philanthropic events • Participate in weekly Executive Board meetings to discuss internal affairs, plan social and philanthropic events • Develop financial reports and spreadsheets for the fraternity to ensure financial transparency within the brotherhood • Seek sponsorships from businesses and other student organizations towards the fraternity’s philanthropy

Hong Kong Cultural Organization Syracuse, NY Treasurer August 2012 – Present

• Execute financial decisions made on behalf of Hong Kong Cultural Organization • Collect funds from members prior to events and oversee the overall cash flow and funds within the organization • Participate in Executive Board meetings to plan and discuss upcoming events that would spread cultural awareness

SKILLS

• Microsoft Excel Specialist – Certified by Microsoft • Proficient in Microsoft Office Suite, Adobe Photoshop and Adobe InDesign • Fluent in Cantonese, Mandarin Chinese, and Fuzhou Dialect

Joe C. Chan

Prior to attending Syracuse University, Joe lived in Hong Kong for eleven years and was exposed

to finance at an early age. His first exposure to finance was when his grandfather gave him his first

allowance and encouraged him to save a portion of it and invest the savings in the future. As Joe grew

older he got curious as to where he should invest his money and looked into the stock market. The

ever changing and competitive nature of the financial services industry intrigued him due to his hunger

for knowledge and his competitive personality. Since his freshman year at Syracuse University, he has

been actively been pursuing his goal of working on Wall Street through taking on financial leadership

roles on campus and being an analyst of the Orange Value Fund.

Joe recognizes the importance of academics and is strongly committed to exceling in the

classroom. While also contributing to the extracurricular organizations that he is in. Joe is an active

member of his fraternity, Theta Chi, and is currently serving on the Executive Board as Treasurer. He is

responsible for budgeting the dues received from members as well as seeking sponsors for philanthropic

events hosted by the fraternity. Joe is also currently serving as Treasurer for the Hong Kong Cultural

Organization. Through these financial leadership roles, he has developed strong interpersonal,

decision making and leadership skills.

From March 2013 to June 2013, Joe interned at Diversified Wealth Strategies and analyzed

mutual funds through Morningstar based on ratios that the partners assigned such as alpha, beta, Sharpe

ratio, and net expense ratio. Through this internship, Joe created fiduciary scorecards based on the

partners’ criteria on spreadsheets across different sectors and altogether allowed the advisors of the firm

to screen the most viable mutual funds to invest on behalf of their clients.

Joe believes that through his leadership roles, internship experience and Orange Value Fund will

help him land a summer internship with an esteemed firm in the summer after his junior year. His

competitive nature, passion for finance, dedication to work hard, and attention to detail are the keys to his

drive to succeed both in and out of the classroom. Upon graduation, his goal is to land a full time position

in an esteemed Wall Street or Hong Kong firm for asset management.

 

Andres Emmett Diz 145 Hathaway, DeWitt NY

315-447-3745 | emmett.diz@orangevaluefund.com EDUCATION Syracuse University, Martin J. Whitman School of Management Syracuse, New York Bachelor of Science in Finance and Accounting May 2015 SUNY College of Environmental Science and Forestry Renewable Energy (Minor) GPA: 3.7 / 4.0 Syracuse University Madrid Madrid, Spain Summer Session Student May 2013-July 2013 WORK EXPERIENCE The Orange Value Fund, LLC Syracuse, New York Accepted Analyst August 2013-Present The Orange Value Fund is a two-year money management and investment banking program, where students are trained to become both investment analysts and money managers while managing a $1.5 M portfolio using a deep value investment methodology similar in nature to Martin J. Whitman's "safe and cheap" approach. • Completing the following course modules:

o Value Investing o Introduction to Financial Modeling for Investment Banking o Control Investing o Distress Investing

• Leverage skills to write and report on a portfolio company under the supervision of a Senior Orange Value Fund analyst • Mentor and support a Senior Orange Value Fund Analysts in their work Emmett’s Lawn Mowing Aurora, New York Entrepreneur/Owner May 2006-October 2011 • Scheduled lawn mowing for 14 clients on a regular basis • Solicited prospective clients by posting flyers and walking door to door • Doubled my average yearly income every three years, due to high client satisfaction Man in the Moon Bake Shoppe & Café King Ferry, New York Server, Dishwasher June 2012-August 2012 • Interacted with up to 50 customers a day by taking orders, serving and creating conversation • Maintained appearance of store by organizing and cleaning desired areas throughout the day LEADERSHIP EXPERIENCE SU Investment Club Syracuse, New York Member, Secretary, Renewable Energy Research Officer August 2012-Present • Assist in managing a $145,000 portfolio by pitching investment ideas and voting on potential holdings • Research the renewable energy industry by analyzing markets and current events • Keep records of attending members, send e-mails to specific groups, and assist the president and vice president when

needed OrangeSeeds Syracuse, New York Seed September 2012-May 2013 • Chosen out 125 freshmen applicants to be in a one year, leadership and empowerment program of 28 • Organized “The Big Event,” the largest community service project at Syracuse University by planning bus routes,

food donations, and movement of volunteers throughout the event as a member of the logistics committee Menorah Park, Accounting Office Syracuse, New York Volunteer August 2012-Decemebr 2012 • Categorized financial documents based on the many subsidiaries within the company • Assisted in posting journal entries to the general ledger by using a computer program based off of QuickBooks SKILLS & CERTIFICATIONS • Bloomberg Terminal Certified (Equity, Fixed Income, Commodities) • Microsoft Excel Proficient

Andres “Emmett” Diz

If someone ever asked Emmett what his passions were in life he would quickly respond two

answers: finance and the environment. The desire to learn more about each area started at a young age

and has led him to the Martin J. Whitman School of Management at Syracuse University to study finance

and managerial accounting, while working for a minor in renewable energy on the prestigious SUNY ESF

campus.

Emmett completed his first year of schooling and is expecting to graduate in a three years time.

He credits this opportunity to graduate early on the hard work he put in during his years of high school,

which allowed him to start at Syracuse University with 33 college credits. During this time Emmett was

also running his own lawn mowing business, which he founded at the age of 12. This business has been

one of Emmett’s most prized accomplishments as it provided the many traits he currently expresses in the

college environment including his dedication, work ethic, people skills, and attention to detail.

His six-year business also provided him with available funds to invest in his own Schwab

account. Emmett uses the value investing technique to invest and since the account’s opening in 2006 it

has nearly tripled in value. Emmett also received investing experience by being active in the Syracuse

University Investment Club. He helps manage a $145,000 portfolio by pitching potential investment

ideas and voting on potential holdings. Emmett is always interested in learning different techniques of

investing that his peers present. He has also had the benefit of being elected secretary of the club, which

has given him more interaction with the investments, and offered to be the renewable energy research

officer to exploit his interests and provide more possible investment ideas to the group.

Emmett is perceived as a strong leader on campus. He was picked out of 125 people to be apart

of the 28-member association of OrangeSeeds. OrangeSeeds is organization of first year student leaders

that organize the largest day of community service on campus. It is a prestigious opportunity and

provides experience working with other to achieve an important goal.

Emmett hopes to leverage his many qualities to join the financial industry where he can combine

his two interests, and knowledge, of both renewable energy and finance.

ERIC M. FITZGERALD 8 Twyndom Terrace, New Hartford, NY 13413

Eric.Fitzgerald@orangevaluefund.com 315-725-8997

EDUCATION Syracuse University Martin J. Whitman School of Management Syracuse, NY Bachelor of Science in Finance & Accounting Expected May 2015 • GPA: 3.94/4.00 • Honors: Dean’s list, Robert E. & Grace Reed Scholarship WORK & LEADERSHIP EXPERIENCE The Orange Value Fund, LLC Syracuse, NY Junior Analyst August 2013-Present The Orange Value Fund is a two-year money management and investment banking program, where students are trained to become both investment analysts and money managers while managing a $1.5 M portfolio using a deep value investment methodology similar in nature to Martin J. Whitman's "safe and cheap" approach. • Achieving Bloomberg certification in equity, fixed income, and FX • Completing the following course modules:

o Value Investing o Introduction to Financial Modeling for Investment Banking o Control Investing o Distress Investing

• Researching and writing a report on a portfolio company under the supervision of a Senior Orange Value Fund Analyst • Assisting Senior Orange Value Fund Analysts in their work GELRAD, Lean Six Sigma Consulting Clinton, NY Manager of Business Development May 2013-August 2013 • Organized Lean Six Sigma simulations and classes by researching and contacting companies with data obtained through Hoovers • Researched potential clients in the pharmaceutical and oil/gas industries for Six Sigma deployment or augmentation • Worked with executive team on business process improvements including order to cash and sales force effectiveness Bloomberg Summer 2013 Analytics Boot Camp New York, NY Participant May 2013 • Received comprehensive training in Bloomberg Terminal functions, as well as asset classes such as equities, fixed income, commodities and derivatives • Conducted group presentations in front of multiple Bloomberg employees to show affluence in the stated asset classes using research obtained through the Bloomberg Terminal Siena College Men’s Division I Lacrosse Loudonville, NY Team Manager September 2011-May 2012 • Responsible for filming team practices and games to be used for scouting and analysis • Managed time clock duties during team practices for all drills and scrimmages Yahnundasis Golf and Country Club New Hartford, NY Golf Assistant May 2009-Present • Open and close golf pro shop, delegate necessary daily work • Schedule tee times for members and guests, prepare golf carts and bags for member usage SKILLS • Bloomberg Certified (equity, fixed income, commodities, FX) • Computer: Microsoft Excel, Word, and Power Point, Hoovers • Proficient in Spanish ACTIVITIES & INTERESTS • Syracuse University Investment Club • Syracuse University Financial Management Association • Syracuse University Ice Hockey Team (DI ACHA) • USA Ice Hockey Referee • Seven-year participant in the annual Ride For Missing Children • Hiking Adirondack high peaks, wakeboarding, mountain biking, travel

Eric Fitzgerald

Eric is a junior pursuing a double major in finance and accounting at the Martin J.

Whitman School of Management at Syracuse University. After attending Siena College for three

semesters where Eric earned placement on the President’s and Dean’s List, he transferred to

Syracuse University to fulfill his academic aspirations in financial studies. The Orange Value

Fund and Ballentine Investment Institute were primary factors in Eric’s school choice, as he

understood the value of the educational opportunities they provide.

Since the age of 3, Eric has played for several competitive ice hockey teams in multiple

cities where his leadership skills and strong work ethic have flourished in the fast paced, high-

pressure environment. These elements of ice hockey are seen in the classroom as Eric’s drive for

excellence consistently prevails. Eric’s passion for finance is a product of his ability to work

tirelessly in a field where his talents will be demanded. Eric’s proactive character has him

consistently taking advantages of learning opportunities outside of the classroom. With a 2.8%

rate of acceptance, Eric was admitted to attend Bloomberg’s 2013 Analytics Summer Boot Camp

in New York City, where he received comprehensive training on Bloomberg terminals from

Bloomberg’s financial sales and analytics professionals.

During the summer of 2013, Eric worked as an intern at GELRAD, a global consulting

firm headquartered in Clinton, NY that specializes in Lean and Six Sigma (LSS) deployment and

training. He worked closely with the executive team daily on business development strategies,

which included offering LSS classes and simulations. Eric worked in a management position

where he was responsible for all sales and marketing relevant to business development ventures.

The simulations and classes were attended by various firms recruited by Eric who were interested

in learning about how LSS can be used to eliminate waste and variation within their internal

processes.

With an accounting background and a strong understanding of business processes

packaged together with unmatched work ethic and attention to detail, Eric is confident that his

experiences have positioned him to excel in the financial industry. Upon graduation, Eric hopes to

pursue a career in investment banking or corporate finance.

Joseph P. Morgan 4229 Gates Road, Jamesville, NY 13078 | joseph.morgan@orangevaluefund.com | (315) 506-9669

Education Syracuse University Syracuse, New York Martin J. Whitman School of Management Bachelor of Science May 2015 Majors: Finance and Accounting GPA: 4.0/4.0 Work Experience The Orange Value Fund LLC Syracuse, New York Junior Analyst August 2013 – Present The Orange Value Fund is a two-year money management and investment banking program, where students are trained to become both investment analysts and money managers while managing a $1.5M portfolio using a deep value investment methodology similar in nature to Martin J. Whitman’s “safe and cheap” approach

• Selected to work as an analyst on a $1.5M portfolio managed solely by students underneath the direction of a Whitman professor using a value investing methodology

• 1 of 8 students selected for the program from an applicant pool of 40 • Being an analyst, requires course modules include Value Investing, Financial Modeling, Activist Investing, and

Distressed Investing • Research and report on portfolio companies under the supervision of a senior analyst • Work with the team to screen potential equities to add or current holdings to delete from the portfolio

Sears Dewitt, New York Consultative Sales Associate August 2011 – Present

• Assess customer needs regarding various large home appliances with the purpose of matching customer needs to products offered by the firm

• Complete customer sales orders while ensuring that delivery, installation, and payment is completed successfully while minimizing and correcting any issues that may arise

• Consistently exceeds metrics goals such as sales per hour Diversified Wealth Strategies, LLC East Syracuse, New York Intern May – August 2013

• Participate in meetings between advisors of the firm and wholesalers from mutual funds and insurance companies to discuss potential investment products for clients of the firm

• Research and compile investment options for mock clients using the Morningstar program Leadership Experience Syracuse University Investment Club Syracuse, New York Member January 2013 – Present

• Provide assistance in managing a portfolio valued at approximately $150,000 by assessing investment options that the club can pursue in order to maximize gains

• Discuss and analyze the states of various securities industries and financial markets Deloitte FanTAXtic Competition New York, New York Consultant November 2012

• Selected by a Syracuse University faculty advisor to participate in a Deloitte sponsored team-based simulation in which competing teams prepared and presented solutions to a tax-related issue to a client

• Assisted the team by researching tax law, determining liability for the client and presenting results in a conference • Exercised communicative, critical thinking, presentational, and financial skills in a competitive setting

Technology Proficiency

• Bloomberg certified in the areas of equity, fixed income, commodities, and foreign exchange • Certified Microsoft Excel Specialist at the intermediate level through Certiport

Joseph “Joe” Morgan

From a modest beginning in Jamesville, a small suburb of Syracuse, New York, Joe Morgan has

never been afraid to do what is necessary to achieve his goal of gaining a career in finance. After two

years of schooling at Le Moyne College, a smaller school in Central New York, Joe learned that if he

were to chase his dream of making it to Wall Street, it would require hard work, active engagement with

the financial world, and transferring to the Martin J. Whitman School of Management at Syracuse

University in order to study finance and accounting.

Since transferring to Whitman, Joe has come to greatly appreciate the concept of risk and reward,

which strengthened his interest in the application of that concept in the financial markets. After risking

extra time to complete his bachelor’s degree, thousands of dollars in tuition to make up for lost credits,

and possibility of failure in attaining a position in financial services in New York City, Joe has reaped the

rewards of scholarly excellence as well as involvement with crucial work and extracurricular

opportunities such as the Orange Value Fund. His passion for the financial world coupled with his strong

work ethic has helped him to maintain a 4.0 GPA while working as both an Analyst for the Orange Value

Fund, LLC and a Consultative Sales Associate at Sears. These opportunities have taught him the

invaluable skill of time management; bolstered his abilities to work both alongside others on team

projects as well as individually; and given him confidence, poise, and integrity in managing client

relationships.

The comfort and enjoyment that Joe experiences while working face-to-face with clients has

given him a strong desire to pursue a position in sales once he begins his career in New York after

graduating, and in the meantime he has eagerly accepted any opportunity to hone his skills there. He was

recently selected by Whitman faculty to participate in Deloitte’s FanTAXtic competition, in which he was

placed in a team with other students and given a time-sensitive case study to determine a firm’s tax

liability in lieu of crippling liability payment owed from a court case, and how the firm’s prospects for

success were affected going forward. Joe and his team travelled to Deloitte’s NYC tax headquarters and

used their analytical skills and communicative abilities to present their findings to their clients in a

conference that involved both face-to-face and video communication.

Current Address Elmer Luke III Permanent Address 619 Comstock Ave. 330-881-3002 5230 Logan Arms Drive Syracuse, NY elmer.luke@orangevaluefund.com Girard, OH

Education Syracuse University Whitman School of Management, Bachelor of Science in Finance Maxwell School of Citizenship, Bachelor of Arts in Economics May 2015 Overall GPA: 3.6 / 4.0 Dean’s List (all semesters) Work Experience Orange Value Fund, LLC Aug. 2013 - Present The Orange Value Fund is a two-year money management and investment banking program, where students are trained to become both investment analysts and money managers while managing a $1.5 M portfolio using a deep value investment methodology similar in nature to Martin J. Whitman’s “safe and cheap” approach.

• Achieve Bloomberg certification in equity, fixed income and FX • Assisting senior analysts, seeking to use equity valuation techniques to provide sound investment ideas for

the fund, while gaining returns superior to the market Credit Suisse (USA), LLC New York, New York Equity Research Summer Analyst, Securities Division June 2013 - Aug. 2013

• Derived correlations of 32 stock prices and trends in senior management and board of directors compensation from the past 10 years by using the 10K and proxy statements to form an investment thesis which will aid in portfolio management

• Wrote a report after analyzing and valuing a stock that will be used to pitch the stock to clients • Read through the 10K, 10Q, proxy statements, and used macroeconomic indicators, and commodity and

interest rate spreads to value, forecast, and find an investment opportunity and a catalyst to propel the value of the stock higher

Morgan Stanley Smith Barney Youngstown, Ohio Job Shadow, Wealth Management Oct. 2010 - July 2011

• Interacted with employees, observed structured finance deals, and gave opinion on how to advise clients seeking to minimize downside risk

• Analyzed stock charts and the flow of capital in and out of companies and the effects of price and volume • Analyzed liquidity and credit spreads, aimed at framing the macroeconomic environment and looking to

structure clients’ portfolios in bonds or equity investments Leadership Experience Investment Club Syracuse, New York Portfolio Manager, Executive Board Dec. 2012 - Present

• Manage and execute trades for the $150,000 in the brokerage account for the club • Provide advisory to the club on positions, capital funds, and investment ideas by monitoring news,

economic events, and forecasting how they will affect our current positions • Report information to the and advise how to limit any downside risk • Previously served as the as the Secretary on the Executive Board, as well as the financial sector and

currency market analyst Syracuse University Syracuse, New York Resident Advisor, Dellplain Hall Aug. 2012 - May 2013

• Organized, planed, and executed over 20 programs throughout the academic year to actively engage over 450 residents

• Collaborate with other resident advisors to ensure success of programs, and to build community amongst residents

Skills, Activities, & Interests Achievements: Eagle Scout Award (Boy Scouts), Order of the Arrow Activities: Personal Portfolio, Economics Club, Students in Free Enterprise Technical Skills: Microsoft Excel, Microsoft PowerPoint

Elmer Luke III

Elmer, an Ohio native, studying finance and economics at Syracuse University, became interested

in finance at a young age. His interest in the financial markets was sparked by a merit badge requirement

in Boy Scouts. Curiosity led to Elmer to read and learn more on this topic. Whether it was a sleepless

night at his computer or reserving and searching through 30 to 50 books at a time from the local libraries

he was determined to understand more about the movement of stock prices.

Passionately, Elmer proceeded to read more not only on stocks but also on stock options,

currencies and commodities. A product of learning financial markets in a recession era, Elmer has

developed an interest in macroeconomics, and has analyzed investment ideas from both a top down and

bottom up approach. In markets becoming ever more globalized, macroeconomic events have become

salient in any investment analysis idea. Aside from the fundamentals of the company or industry, Elmer

has used technical analysis to confirm his idea, using this in his personal portfolio of stocks.

Upon arriving at Syracuse University Elmer used his previous knowledge and joined the Syracuse

University Investment Club, immediately becoming involved as a financial sector and currency market

analyst. As a freshman, Elmer contributed to the conversation often looking at macroeconomic headwinds

that he believed would be overlooked and recommend his ideas to the investment club. Currently, Elmer

serves as the clubs’ Portfolio Manager.

Recently, Elmer has been researching futures spreads and pairs trading. He has analyzed energy

commodities, interest rate, and agricultural commodity spreads looking primarily at seasonal data,

business cycles, and global demand and supply for goods and how it affects future prices. As well as how

interest rates effect currencies exchange rates, and economic demand in countries contributing to growth

or contraction. All the while, looking to see how these actions affect business and stock prices. After

graduation Elmer aspires to work in investment banking. His long term goal is to work in the hedge fund

industry.

BENJAMIN H. UHING

benjamin.uhing@orangevaluefund.com 402.649.3038

Current Address: Permanent Address: 300 University Ave. #357 1500 N. 43rd St. Syracuse, NY 13210 Norfolk, NE 68701 EDUCATION Syracuse University May 2015 Martin J. Whitman School of Management Syracuse, NY Bachelor of Science Majors: Finance & Accounting GPA: 3.78 / 4.00

• Renee Crown Honors Program January 2011-Present • Dean’s List every semester Fall 2011-Present

EXPERIENCE Orange Value Fund, LLC Syracuse, NY Junior Analyst August 2013-Present The Orange Value Fund is a two-year money management and investment banking program, where students are trained to become both investment analysts and money managers.

• Managing a $1.5M portfolio using a deep value investment strategy similar to Martin J. Whitman’s “safe and cheap” approach • Researching and writing a report on a portfolio company with the assistance and supervision of a Senior Orange Value Fund

Analyst • Completing the following course modules:

o Value Investing, Introduction to Financial Modeling for Investment Banking, Control Investing, and Distress Investing • Achieving Bloomberg Certification in equity, fixed income, commodities, and foreign exchange (FX)

Enterprise Rent-A-Car Omaha, NE Management Trainee Intern May 2013-August 2013

• Assisted customers through car rentals and car sales by completing contracts and providing excellent customer service • Placed third out of 75 employees in the Omaha area for generating an additional revenue of $8.50 per customer in June 2013 • Completed an internship project on how to improve the Enterprise underwriting process to lower company losses from

uncollected damage

The Daily Orange Syracuse, NY Advertising Representative July 2012-November 2012

• Contacted and maintained over 50 clients in order to sell advertising which would generate revenue for the organization • Started as an intern in August but was promoted to an ad rep position after two weeks because of proven success • Received top sales achiever award in September and October in the Fall 2012 semester with sales of over $1000 each month

LEADERSHIP Whitman School of Management Syracuse, NY Peer Facilitator August 2012-Present

• Assist first year management students in adjusting to college by serving a liaison between students and faculty • Aid a small group of six students with their industry analysis project for their introductory business course

Syracuse University Men’s Club Volleyball Syracuse, NY Vice President August 2012-Present

• Attend practice three times per week and participate in bimonthly tournaments • Serve as the starting middle blocker on the team, which finished fifth out of 48 teams at the National Tournament in 2013

COMMUNITY SERVICE Mustard Seed Community Kingston, Jamaica Mission Volunteer May 2008-June 2008

• Attended a mission trip to Jamaica to assist orphans suffering with HIV/AIDS • Planted large gardens over acres of land to help make the orphanages’ food supply self-sufficient

SKILLS

• Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook • Achieving Bloomberg Certification in equity, fixed income, commodities, and foreign exchange (FX)

Benjamin Uhing

Benjamin Uhing is a junior enrolled in the Martin J. Whitman School of Management at Syracuse

University. His passion for finance and investing came from discussions with his father about the market

and deciding together which securities they should invest in for his college fund. Ben ventured from the

Midwest to Syracuse University to ultimately transition to a future career in finance on the East Coast.

Ben takes great pride in his academics and has been on the Dean’s List every semester while

maintaining a strong 3.78 GPA. While at Syracuse University, Ben has developed multiple tools

including teamwork, communication, and analytic skills, which will be beneficial for his career in

business. Ben has been awarded the Chancellor’s Scholarship for his continued academic achievement

and is also a member of the Renee Crown Honors Program.

Beyond the classroom, Ben is involved in many other activities at Syracuse University. He

demonstrates his leadership skills by being a peer facilitator for first year management students by serving

as a liaison between students and faculty. He is also Vice President and starting middle blocker of the

Syracuse Men’s Club Volleyball team, which finished fifth out of 48 teams at the National Club

Volleyball Tournament in 2013. Ben’s competitive drive was exposed in high school where he was the

varsity team captain of state championship winning cross country and basketball teams. He plans to take

the love of competition he learned through sports into his professional life.

In addition to the skills attained through academics, extracurricular activities, and athletics, Ben’s

work history has provided him with valuable and well-rounded business experience. Working as a sales

intern at an Anheuser-Busch wholesaler, an advertising representative at Syracuse University’s Daily

Orange student newspaper and as a management trainee intern at Enterprise Rent-a-Car, Ben has

developed valuable customer service, sales, and management experience through multiple business

outlets.

Upon graduation from Syracuse University, Ben plans to pursue a career in either asset

management or investment banking where he can put his competitive drive and strong work ethic to use

in a fast paced work environment.