About The Series
The Anderson Student Asset Management fund regularly sponsors professional money managers to present topics relevant to financial management to the team and the Anderson community.


  • David Aboody, Professor of Accounting, UCLA Anderson
  • Anthony Arefian, Associate Director & Principal, Los Angeles Capital Management
  • Philip A. Barach, President & Principal, DoubleLine Capital
  • Antonio Bernardo, Professor of Finance, UCLA Anderson 
  • Gary Baierl, Chief Investment Officer, Strategic Global Advisors
  • Lou Caballero, Partner, Bison Capital
  • Rick Farber, Founder, McKendree Capital
  • David Germany, Chief Fixed Income Officer, Wells Capital Management
  • Mark Grinblatt, Professor of Finance, UCLA Anderson
  • Michael Halpern, Co-Founder, Dorchester Capital
  • Vitali Kalesnik, VP, Head of Analytics, Research Affiliates
  • John Loh, Managing Director, Guggenheim Partners
  • Francis Longstaff, Professor of Insurance and Finance, UCLA Anderson
  • Hanno Lustig, Professor of Finance, UCLA Anderson
  • Marcela Mareilles, Managing Director, Trust Company of the West
  • Howard Marks, Chairman, Oaktree Capital 
  • Michael Martin, Editor, MartinKronicle.com
  • Srini Pulavarti, President and Chief Investment Officer, UCLA Investment Company
  • Jonathan Rosenthal, Managing Partner, Saybrook Capital
  • Grady Smith, Portfolio Manager, Dimensional's US equity group
  • Susanne M. Trepp, Senior High Yield Research Analyst, Western Asset
  • Ram Willner, Portfolio Manager, Analytic Investors
  • Yu Yuan, Assistant Professor of Finance, the Wharton School of UPenn

Past Speakers

  • Bill Gross, Founder, Pacific Investment Management Company(PIMCO)
  • Joan Payden, CEO, Payden & Rygel
  • Edward Wedbush, Founder and Chairman, Wedbush Morgan Securities
  • Robert Arnott, President, First Quadrant Advisors
  • Howard Marks, Chairman, Oaktree Capital Management
  • Harindra de Silva, PhD, CFA, President, Portfolio Manager, Analytic Investors
  • Bob Kirby, CEO, Capital Guardian
  • Robert L. Rodriguez, Principal, CEO and Director, First Pacific Advisors
  • Robert Arnott, President, First Quadrant Advisors
  • Bill Fouse, Chairman, Mellon Capital Management
  • Quinn Stills, President, Mellon West
  • Tad Rivelle, Chief Investment Officer, Metropolitan West Asset Management
  • Michael Sandler, Portfolio Manager, Pacific Financial Research
  • Robert W. Bissell, President, Wells Capital Management
  • James A. Kaplan, Chairman and Founder, Audit Integrity
  • Ked Hogan, Managing Director, Barclays Global Investors
  • Gary Baierl, Head of Quantitative Research , Causeway Capital
  • Karlheinz Muhr, Managing Director, Credit Suisse
  • Michael Halpern, Partner , Dorchester Capital Advisors
  • Michael A. Price, Founder & Managing Director, Empyrean Capital Partners
  • Ravi Malik, SVP & Managing Director, Froley Revy Investment Company Inc.
  • David Windreich, Managing Director, Och-Ziff Capital Management
  • Jay Wong, Principal, Payden & Rygel
  • Robert D. Arnott, Chairman, Research Affiliates
  • Jason C. Hsu, Director of Research, Research Affiliates
  • Bill Reynolds, Previous Head of Fixed Income, T. Rowe Price
  • Jeff Hoo, Principal & Portfolio Manager, Transamerica Investment Management
  • Philip A. Barach, Group Managing Director & CIO, Trust Company of the West

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