Event Details

Event Details | Alumni Network | UCLA Anderson School of Management

WWW: Stormy Weather: Navigating the Financial Markets
Thursday, October 15, 2015
6:00 PM - 8:30 PM
Wells Fargo Penthouse (map )
420 Montgomery Street, San Francisco, CA

Ticket TypeRegularRegistration
Alumni:$20.00BUY TICKET
Student:$20.00BUY TICKET

Contact: Office of Alumni Relations

Join the San Francisco alumni chapter in welcoming the Class of 2015 at the Wells Fargo Penthouse in the Financial District. Professor of finance Tony Bernardo will moderate a panel on Stormy Weather: Navigating the Financial Markets. Drinks and heavy hors d'ouevres will be served.


Discussion Topic

Stormy Weather: Navigating the Financial Markets

The recent volatility in the financial markets has individual investors clamoring to determine what lies ahead. This esteemed panel will discuss the current state of the financial markets and their thoughts on managing through the latest upheavals. What is the impact of the unrest in the world markets? What should we expect from the US Fed? Are there investment opportunities during this market turmoil? You wont want to miss this opportunity to hear from these varied and comprehensive perspectives.



Erik Davidson ‘88 , Chief Investment Officer, Wells Fargo Private Bank
Professor Andrea Eisfeldt, Faculty Director, Fink Center & Finance, UCLA Anderson
Darell Krasnoff, Founding Member, Bel Air Investment Advisors LLC.
Moderator: Professor Tony Bernardo, Professor of Finance, UCLA Anderson


About Erik Davidson ‘88
Chief Investment Officer, Wells Fargo Private Bank

Erik Davidson is the chief investment officer for Wells Fargo Private Bank where he oversees more than $180 billion in assets. He leads a team of investment professionals throughout the country who deliver comprehensive, custom, and diversified portfolio management for clients of The Private Bank. In his role, Mr. Davidson serves as the primary spokesperson for The Private Bank investment strategy and oversees global equity and fixed-income portfolio management and research, guided portfolios, investment product, investment tools, and investment analytics.

Mr. Davidson is passionate about bringing clarity to complicated economic and market topics. He is the co-author of Investing in Separate Accounts and contributing co-author of The E-Finance Report, both published by McGraw-Hill. He has authored numerous investment-related articles, speaks at investment-industry conferences, and is regularly featured in the media including The Wall Street Journal, The New York Times, CNBC, Fox Business News, Reuters, and Bloomberg.

With more than 20 years of experience in financial services, Mr. Davidson most recently served as deputy chief investment officer for The Private Bank. Prior to joining Wells Fargo in 2004, he co-founded a company that provided separate account technology and operational solutions to financial services firms. Over the course of his career, Mr. Davidson has held various leadership positions, including heading the portfolio management team for Franklin Templeton Private Client Services and overseeing trading of mortgage and asset-backed securities in Asia for Credit Suisse First Boston.

Mr. Davidson earned a Bachelor of Art in Economics from St. Olaf College, a Master of Business Administration in Finance from UCLA-Anderson School of Management, and is a CFA® charterholder. He is a member of Mensa and is actively involved in his local community. Mr. Davidson is based in Carmel, California.



About Andrea Eisfeldt
Faculty Director, Fink Center & Finance Professor, UCLA Anderson

Professor Andrea Eisfeldt is the Laurence D. and Lori W. Fink Endowed Chair in Finance at the UCLA Anderson School of Management, and is the faculty director of the Fink Center for Finance and Investments. Her research in the area of macro finance has won several prestigious awards, including an NSF grant and Amundi Smith Breeden prizes for the best Journal of Finance papers in 2004 and 2013. Professor Eisfeldt currently consults for AQR Capital Management, LLC, with a focus on fixed-income trading strategies, particularly the returns to U.S. residential mortgages, other asset-backed products and corporate credit. She is also a research associate at the National Bureau of Economic Research, associate editor of AEJ Macro and the Journal of Monetary Economics, president of the Macro Finance Society and a board member of the Guttmann Center for Portfolio Management in Vienna. Earlier in her career, she was a tenured associate professor of finance at Northwestern University¹s Kellogg School of Management. Andrea earned a B.S. with highest honors from the College of Commerce at the University of Illinois at Urbana-Champaign, and an M.A. and a Ph.D. in economics from the University of Chicago.



About Darell Krasnoff
Founding Member, Bel Air Investment Advisors LLC

Darell is a founding member of Bel Air Investment Advisors LLC. Prior to starting Bel Air, Darell was a Managing Director of Goldman, Sachs & Co., overseeing Private Client Services for the Los Angeles office, where he started his investment career in 1981 and is regularly sourced for expert commentary on publications such as The Wall Street Journal, Bloomberg, CNBC, FOX Business, and The Associated Press.

Darell is on the Board of Directors of the Center Theatre Group, the operating company for the Ahmanson Theatre and Mark Taper Forum, and is the Chairman of the investment committee for the Music Center Foundation. He is the past Chairman and current member of the Board of L.A. Team Mentoring, an organization that provides mentors for approximately 1,200 students at ten middle schools in challenging urban neighborhoods in Los Angeles. He is a member of the Board of Trustees of the Pardes Institute of Jewish Studies in Jerusalem.

Darell holds a B.A. from Occidental College, and an M.B.A. from the Stanford Graduate School of Management.



About Professor Tony Bernardo
Professor of Finance, UCLA Anderson

Antonio Bernardo is a professor of finance at UCLA Anderson where he has held an appointment since 1994. His research interests are in the areas of corporate finance, information in financial markets, and asset pricing. Professor Bernardo has published papers in many leading academic journals including the Journal of Political Economy, Quarterly Journal of Economics, Journal of Finance, Journal of Financial Economics, Review of Financial Studies, and the Journal of Law, Economics, and Organization. He is also an award-winning teacher.