An Evening with UCLA Anderson, Orange County

Wednesday, May 5, 2010
6:00 PM - Cocktails
7:00 PM - Welcome from Dean Judy Olian
7:10 PM - Panel Discussion: Investment Strategies for the Current Economic Tsunami
8:25 PM - Closing Remarks from Robb Collins ('91), Orange County Alumni Chapter President

The Resort at Pelican Hill
22701 Pelican Hill Road South
Newport Coast, CA 92657

Panel Moderator:

Richard Reisman ('85)
Publisher and CEO
Orange County Business Journal

Panelists:

Vineer Bhansali, Ph.D.
Managing Director & Portfolio Manager
PIMCO

Jane Buchan Ph.D.
Managing Director & CEO
PAAMCO

Mark Grinblatt, Ph.D.
J. Clayburn LaForce Endowed Chair in Management
UCLA Anderson School of Management

Jason Hsu , Ph.D. 2005
Chief Investment Officer
Research Affiliates

To register, visit: https://www.123signup.com/register?id=mjcdv

About Vineer Bhansali
Dr. Bhansali is a managing director and portfolio manager in the Newport Beach office. He currently oversees PIMCO's quantitative investment portfolios. From 2000, he also headed PIMCO's firmwide analytics department. Prior to joining PIMCO in 2000, he was a proprietary trader in the fixed-income trading group at Credit Suisse First Boston and in the fixed income arbitrage group at Salomon Brothers in New York. Previously, he was head of the exotic and hybrid options trading desk at Citibank in New York. He is the author of numerous scientific and financial papers and of the books "Pricing and Managing Exotic and Hybrid Options" and "Fixed Income Finance: A Quantitative Approach." He currently serves as an associate editor for the International Journal of Theoretical and Applied Finance. He has 19 years of investment experience and holds a Ph.D. in theoretical particle physics from Harvard University. He has a master's degree in physics and an undergraduate degree from the California Institute of Technology.

About Jane Buchan
Jane Buchan is a Managing Director and the Chief Executive Officer of Pacific Alternative Asset Management Company, LLC ("PAAMCO"). As CEO, Jane is responsible for overall business strategy and firm direction.  In addition, she is the Sector Specialist responsible for the evaluation and management of convertible bond and sovereign debt & mortgage hedge funds in the various PAAMCO portfolios.  Jane is also a member of the Investment Management, Risk Management, and Account Management Committees. 
Prior to forming PAAMCO, Jane held various positions ranging from Director of Quantitative Analysis to CIO of non-directional strategies at Collins Associates, an institutional fund of funds and consulting firm.  She began her career at J.P. Morgan Investment Management in the Capital Markets Group, and has numerous professional publications in the field of market neutral and alternative investments strategies.  She is a Director of the Torchmark Corporation and sits on the Advisory Board of the Chartered Alternative Investment Analyst Association (CAIA) and on the International Advisory Council of Guanghua School of Management, Peking University.  She is also a member of the Advisory Council at the University of California, Irvine School of Business, and has served as an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. 

Jane graduated from Yale University with a B.A. in Economics, and received both her M.A. and Ph.D. in Business Economics (Finance) from Harvard University.  Jane has twenty-two years of experience in investment management and portfolio construction with institutional investors.

About Mark Grinblatt
Mark Grinblatt has been on the faculty at UCLA Anderson since 1981. He received his Ph.D, M. Phil., and M.A. from Yale University.  His undergraduate degree is from The University of Michigan.

He served as a visiting professor at the Wharton School from 1987-1989, as a visiting fellow at Yale University in 1999-2000, and worked as a vice president for Salomon Brothers, Inc. from 1989-1990.  He is a former president of the Western Finance Association and a founding member of the Foundation for the Advancement of Research in Financial Economics.  He currently serves on the board of directors of the National Bureau of Economic Research and of Salomon Swapco, Inc., and as an associate editor of four journals.

He has authored approximately 40 scholarly papers in finance and economics, one of which received a Smith Breeden 2001 distinguished paper award, as well as a corporate finance textbook and an edited book volume.  His past research, which appears in most of the major journals in finance and economics, has focused on asset pricing, rational expectations equilibria, performance evaluation, stock market anomalies, corporate finance, derivatives valuation, and investor behavior.

About Jason Hsu (Ph.D. ‘05)
Dr. Jason Hsu oversees the research and investment management areas at Research Affiliates. He directs research on the asset allocation models and equity strategies that are built on the Research Affiliates Fundamental Index® (RAFI®) concept. Jason worked closely with Robert Arnott to originate the RAFI methodology and to popularize the alternative equity beta concept. For his work at Research Affiliates, he has won the 2008 Institutional Investor 20 Rising Stars of Hedge Funds Award and the 2005 William F. Sharpe Award for Best New Index Research.

In addition, Jason is a professor in finance at the Anderson School of Business at UCLA and a visiting professor in international finance at the Taiwan National University of Political Science (NCCU). He has also taught financial management at the Merage School of Business at UC Irvine and at the Shanghai University of Financial Economics.
Jason began his career working in derivatives research and in the trading area of Taiwan’s Far Eastern Securities. He has also been a consultant to Asian investment banks, securities dealers, and insurance companies where he focused on issues such as risk management, strategic asset allocation, and convergence trading.

Jason graduated summa cum laude from California Institute of Technology and earned his Ph.D. in finance from UCLA where he conducted research on the equity premium, business cycles, and portfolio allocations. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley, 2008) and a contributing author in The VAR Implementation Handbook (McGraw-Hill, 2009), Stock Market Volatility (Chapman & Hall/CRC Finance, 2009), Model Risk Evaluation Handbook (McGraw-Hill, 2010), and Shadow Banks and the Financial Crisis of 2007-2008 (Chapman-Hall/Taylor & Francis 2010). Jason has also authored more than 20 academic and practitioner articles appearing in journals such as the Financial Analysts Journal, the Journal of Portfolio Management, the Journal of Fixed Income, and the Journal of Investment Management.

About Richard Reisman ('85)
Reisman joined the Business Journal in 1990. Since then, the publication's acceptance by the business community has been dramatic. Paid circulation has grown five-fold, making it now the second largest Business Journal in California. Prior to the Business Journal, Reisman was director of marketing for the Orange County edition of The Los Angeles Times.

Earlier in his career, Reisman practiced law in San Francisco and Washington, D.C. While in private practice in Washington, Reisman served as special counsel to the House Ethics Committee.

Reisman holds an MBA. from UCLA, where he was awarded the R.C. Baker Foundation Fellowship, and a law degree from George Washington University, where he graduated with honors. Reisman is listed in "Who's Who in America" and serves on numerous boards.