You can’t build an effective investment strategy without first knowing your client…
Meet Peter Wang Hjemdahl, W’19!
CASE STUDY: You are an analyst team of recent college graduates working at an up-and-coming asset management company, Wharton Global Asset Management (WGAM). The firm currently manages a $100,000,000 portfolio that is invested across several different sectors, representing a broad range of industries and companies. The members of your analyst team hope to one day become portfolio managers who make the final investment decisions for WGAM’s portfolio.
WGAM’s portfolio manager (your team’s teacher/advisor) recently met with a potential client, Peter Wang Hjemdahl, who is looking for help in reaching some specific investment goals (which we’ll get to in a minute).
But first, let’s meet Peter. Raised in China and Norway, Peter came to the United States to attend college at the Wharton School of the University of Pennsylvania, where he co-founded rePurpose Global. After graduation he spent three years in India and is now back in the U.S., where he serves as the Chief Advocacy Officer at rePurpose Global.
“Waste is a global issue that requires a global solution.”
rePurpose Global is a large plastic–action coalition, bringing together brands, innovators, and individuals to combat the plastic–pollution crisis. To date, rePurpose Global has collaborated with people across 26 countries and more than 250 companies, including Grove Collaborative, AB InBev, Clorox, Credit Suisse, Google and Colgate. On behalf of the rePurpose coalition, the company is removing more than 14 million pounds of plastic waste from nature every year, and in doing so, positively impacting the lives of more than 10,000 marginalized waste workers and community members.
“We are living in a plastic epidemic, where there is no single solution. Now more than ever, there is a critical need for like-minded brands to come together and use their collective strength to help tackle plastic pollution head-on.“
Peter is passionate about what he considers to be our planet’s life-support system, the ocean. He contributes both professionally and personally to the vast Blue Economy. When he’s not working to restore its vibrance by removing and recycling plastic waste, he enjoys scuba diving and exploring the world’s deepest waterways and ecosystems with his partner.
Peter gathers strength from holistic health and wellness, which centers him physically, spiritually and emotionally. He works to bring mindfulness — being fully present in the moment — to every aspect of his life. Whether tackling issues that threaten the planet, sparring in the Muay Thai ring or practicing daily yoga, this awareness has helped Peter’s success.
That success has led him to also be mindful about his own wealth management and financial priorities. Peter has heard great things about the creativity and investing knowledge of WGAM’s analyst teams and is considering hiring WGAM to manage an investment portfolio of $100,000, which he hopes will help him achieve two fundamental objectives.
First, he would like to encourage other entrepreneurs. rePurpose is the recipient of several national awards, including one of Penn’s most prestigious. Peter and his co-founder Svanika Balasubramanian were recipients of the University of Pennsylvania’s 2018 President’s Engagement Prize, which helped them grow their startup. Peter, who is 25 years old, wants to pay forward the gratitude that he feels for his entrepreneurial opportunities by supporting emerging innovators.
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