Investment Committee
Standing body
The fund’s decision-making body. Votes on every pitch presented by the pods.
- VP of Investments
- Alumni Advisory Council
- Approves all positions
Structure
Clear roles. Accountable decisions.
Brothers do the research, Pod Leaders hold it to standard, and an Investment Committee of elected officers and industry alumni decides what the fund owns.
01Governance
How the fund is organized.
AEZ Active Body
Elects the VP of Investments. Any active brother may join a pod.
VP of Investments
Elected annually. Owns risk management and appoints Pod Leaders.
Alumni Advisory Council
Industry alumni who advise pods and vote on pitches.
Investment Committee
The VP and the Alumni Advisory Council. Votes on every pitch.
Pod Leaders
Appointed each semester. Lead and endorse pod members.
Four Strategy Pods
Long/Short 50% · Sector ETFs 25% · Fixed Income 15% · Derivatives 10%
02Roles
Who does what.
VP of Investments
Annual, elected by the AEZ active body
Owns the fund’s risk management and appoints the Pod Leaders each year.
- Enforces the risk mandate
- Selects Pod Leaders
- Writes the semester investor letter
Alumni Advisory Council
Alumni with investing industry experience
Brings professional judgment to the committee and gives feedback on every pitch.
- Reviews and votes on pitches
- Mentors pods
- Receives investor letters
Pod Leaders
Semesterly, appointed by the VP of Investments
Run one of the four strategy pods and hold its work to the fund’s standard.
- Train and endorse pod members
- Ensure written pitches for every idea
- Present to the committee
Pod Members
Active brothers of AEZ
Do the research. Any active brother can join a pod after training and endorsement.
- Source and research ideas
- Build models and theses
- Monitor positions
Join the Council
Bring your experience to the committee.
We are building an Alumni Advisory Council of AEZ alumni who work in investing. Members review pitches and vote alongside the VP of Investments.