2004 Student Portfolio Managers

 ASAM 2004 Class

Nicolas Amato

(MBA 2004) Prior to attending the Anderson School, Nicolas spent three years at the Merrill Lynch Institutional office in Buenos Aires, Argentina. For two years he performed as Operations Manager, leading the middle and back-office of the Equity group and initiating local debt trading business. His last year was spent on the trading room as Trader, buying and selling ordinary shares in the local market and ADRs through the NYSE. Throughout his experience at Merrill Lynch, Nicolas has had exposure to various international stock exchanges (BOVESPA, Bolsa de Comercio de Buenos Aires, AMEX, NYSE, Mexican stock exchange). During the past summer, he learnt corporate risk management techniques and gained insights into the Mortage industry at Countrywide Financial Corporation.
He graduated with honors as Economic Licentiate from Universidad de San Andres in Argentina, and also received a Masters in Finance from CEMA University. Moreover, Nicolas has been teaching assistant to various Economics and Capital Markets courses at Universidad de San Andres, and Teaching Assistant to Theory of Finance and Managerial Economics courses and a Research Assistant at The Anderson School. He is currently focusing on Finance and Economics at Anderson, and passed the Chartered Financial Analyst (CFA) Level I Exam on May 2003. He enjoys traveling, languages, reading, writing, and arts in general. He speaks fluid spanish, english, and has basic french skills. His wife Josefina and his loyal dog Sofocles support him in every aspect of his life.
Nicolas is ASAM Class Manager for the Fall 2003 Quarter, and also manages the ASAM Distinguished Money Manager Speaker Series.

 

Daniel J. Bryant

Dan is an investment advisor in the Private Wealth Management group at Merrill Lynch. He is a member of a 17-person team that addresses over $6 billion in assets for wealthy individuals and families. Prior to joining Merrill Lynch three years ago, Dan worked at Donaldson, Lufkin & Jenrette in the Private Client group in New York and at First Security Investment Management in Salt Lake City. He also served as a full-time volunteer representative for two years in British Columbia, Canada. Dan earned his BA degree from Brigham Young University where he was an honorary scholar-athlete on the varsity football team. He is currently an MBA candidate at UCLA's Anderson Graduate School of Management and a fellow of the Anderson Student Asset Management Fund. Personal: my wife is Elise and we have 2 boys (Danny & Jonathan), enjoy powerboats and Poker Runs, photography, fishing and scuba diving.

 

Lucia Buzdugan

Lucia served as Private and Financial Sector Development Projects Officer at the World Bank in Moldova for two years. She managed two World Bank projects focused on enterprise restructuring, business environment and banking system. In this work Lucia also managed a credit line and dealt extensively with different macro reform programs (related to mutual funds, pledge, bankruptcy code, judiciary, mechanisms of entrepreneurship assistance). Prior to that she had worked for two years at the Agency for Enterprises Restructuring and Assistance where the concept of enterprises restructuring had been successfully launched and conducted in Moldova. Lucia is currently following her concentration in Finance at The Anderson School at UCLA, MBA class of 2004.

 

Chris Campbell

Prior to Anderson Chris worked at a boutique investment bank in the M&A department primarily working on sales transactions and raising private equity. He also spent a year working in Chile for a financial services consulting firm. This past summer he worked for a real estate development firm where he focused on financing in-fill residential projects. After school Chris has an interest in working in real estate development or with REITs. Chris has a BA from Georgetown University and is a Chartered Financial Analyst holder. He is married to his lovely wife Daniela who is from Chile, and outside of work and school enjoys playing soccer, ping-pong, and watching Gary Busey movies.

 

Elizaveta Fridman

Lisa started her university education in the Financial Academy under the Government of the Russian Federation and graduated from UCLA with a Bachelor?s degree in Business Economics. She concentrates in Finance at Anderson. After the 1st year of business school Lisa interned at a fund of hedge funds, Pacific Alternative Asset Management Company (PAAMCO). During her internship she was responsible for research and identification of primary investment candidates in the long/short equity hedge fund universe. Additionally, she analyzed the factors affecting the aggregate hedge fund returns. Prior to starting business school Lisa worked at Technical Mechanics and Electronics, an engineering consulting firm, as a business manager. Before coming to the United States she worked at Bermos, a Russian telecommunications company. Lisa enjoys traveling, ballroom dancing, and theatre.

 

David DeWolf

David has spent the last several years as Director of Corporate Finance for North American Scientific, a public medical device company. His responsibilities included development of the financial strategy for the company, merger and acquisition analysis, financial integration for acquired companies, and overall financial analysis of company operations. Previously, he worked with Sand Hill Capital and Transamerica Technology Finance in financing venture capital supported emerging technology companies. David also has experience as the Finance Manager for Fox Broadcasting in its Sports division and with Twentieth Century Fox?s International Theatrical division. David started his career with Price Waterhouse LLP., where he earned his CPA in 1995. His interests include SCUBA diving and all beach related activities. David is currently a member of UCLA?s Executive MBA class of 2005.
 

Benjamin M. Lavine, CFA

Benjamin currently serves as a Vice President within the Funds Management Group (FMG) at Wilshire Associates, a well known and respected investment consulting firm whose clientele includes large pension funds, endowments, foundations and insurance companies. Within the FMG, he serves as a senior member on the Manager Research Team. In his capacity, Ben is responsible for researching and evaluating prospective institutional money managers on behalf of both our Consulting and Funds Management Group clients. Prior to Wilshire Associates, he worked at a competing consulting firm called Asset Strategy Consulting. Benjamin received his BA in Political Science and Economics at UC San Diego and he is currently attending the Anderson School at UCLA for his MBA. Ben holds the Chartered Financial Analyst (CFA) designation and is a member of the Los Angeles Society of Financial Analysts.

Rui Matos

Prior to coming to Anderson, Rui worked at a local investment manager as a Portfolio Manager and Trader. Previously, he worked in San Francisco as a Senior Trust Officer in charge of corporate retirement plans. Rui is currently a partner at a consulting firm he co-founded which provides services to businesses in economically depressed areas. Rui is a CFA Charterholder and member of LASFA, as well as a CMT level 3 candidate and member of the Market Technicians Association. Rui?s is interested in quantitative asset management and socially responsible investing. Rui grew up abroad, mainly in Brazil, but has also lived in Portugal, Mexico, Italy, and the Philippines. H enjoys outdoors activities like hiking, and those that involve being in or on the water-scuba diving, snorkeling, and sailing.

Jay Meldrum Jay graduated in 1998 from Brigham Young University with a BS in Finance. He is currently employed as a Manager at Fulcrum Financial Inquiry, a litigation and financial consulting firm. At Fulcrum he is responsible for the valuation of businesses and intellectual property for corporate finance, litigation and bankruptcy purposes. Prior to joining Fulcrum, Jay spent several years with Andersen LLP in their Strategic Value Consulting group. Jay has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the Association of Investment Management and Research (AIMR).

Brian Horner

Prior to matriculating at Anderson, Brian spent 3 years and trader/analyst with a small, privately held money management company in Boston, MA, where he traded a $4.5 billion dollar municipal bond investment portfolio across approximately 3000 private client accounts. He also recommended block purchases and sales to portfolio managers based on duration, call structure, and yield curve shape, and Deminimus taxation. This summer, Brian will be working in Lehman Brothers? Sales & Trading Summer Associate Program in NY. He received his BS in Business Administration, magna cum laude, from Bucknell University in 1999.
Currently, Brian serves as President of the Investment Finance Club. In his spare time, he enjoys Golf, Guitar and Poker. Brian is also the Founder and President of the Anderson Poker Club.

Oleg Melnikov

Oleg spent 8 years as senior software/database developer (i.e. techie) in media, .com, and financial industries. Becoming an MBA candidate at Anderson School of Business helped Oleg refocus his long-term carrier goals. Several month after joining ASAM community and passing first level of CFA examination, he changed professions at Payden & Rygel Investment Management, where he spend last 5 years in a different role. Oleg now works as a financial analyst in a fixed income world. His future plans include achieving CFA designation and building career in the industry.

Natalia C. Kanevsky

Natalia received her B.A. in Economics and Psychology from Stanford University. Her first job was with BlackRock in New York where she worked as an analyst in Account Management Group. Natalia spent this summer working at Barclays Global Investors in San Francisco, where she was the first intern in the Fixed Income Active Strategy group. Her main role was to research existing mortgage strategies and to create presentation for the BGI model. Also, she created monthly and quarterly commentaries using Bloomberg, Bond Hub research, and S&P research, to describe market behavior and to analyze performance of each fund. Natalia passed CFA level 1 in June of this year and is planning to take level 2 in June of 2005. Additionally, she is a career coach for the first-year students interested in Investment Management career. To stay energetic and healthy Natalia teaches fitness classes at Wooden Center on UCLA campus.

Tom Moro

Prior to Anderson, Tom spent seven years in investment banking and private equity with Alex. Brown, N M Rothschild and a small LA-based merchant bank where he specialized in mergers & acquisitions, capital raising and leveraged debt financings. Tom has passed Level II of the Chartered Financial Analyst Program and holds an undergraduate business degree with honors from Georgetown University. Most recently, Tom spent the summer as an Associate in the investment banking division of Lehman Brothers.

Loren Sageser

Loren received a BA in Economics and an MA in Sociology from Stanford University in 1998. After that, he spent two years working with mutual fund Franklin Templeton in the high-yield portfolio management department. After Franklin, Loren joined Horsley Bridge Partners, a San Francisco-based fund of funds invested in early stage venture capital groups. Last summer he was working at Centre Pacific, a high yield asset manager based in Los Angeles. He and his wife Margaret live in Santa Monica. When Loren is not busy learning about the latest quantitative investment research models, he enjoys surfing, jogging to the beach, and spending time with friends.

Nicholas Seet

Nicholas graduated Harvey Mudd College (Claremont, CA), with a Bachelor of Science in Engineering and a Bachelor of Arts in Economics, and is completing his MBA at Anderson/UCLA majoring in entrepreneurship and finance. He has served as VP Technology for Wolfetech Corporation (www.wolfetech.com), a company that enables wireless devices to access Internet content. He has worked for Deloitte Consulting's Orange County practice focusing on middleware. Subsequent to that in 1999, he founded SIVI, a Los Angeles Internet incubator and acquired TigerIT, a software development firm in Dhaka, Bangladesh.

Peter Sengelmann

Peter is a FEMBA 2004 studying Finance. He graduated from UCSD in 1996 where he completed a major in Economics and a minor in Chinese studies. While at UCSD, Peter won an academic scholarship to study in Taiwan for one year where he became fluent in Mandarin. From June of 1997 to July of 2003, Peter worked in LA for Chinese companies that manufacture computer and electronics hardware in greater China for US clients. With the help of ASAM, Peter successfully made the transition into finance and is now working for Payden & Rygel Investment Management in Fixed Income Trading. Peter lives in Pasadena, has 4 cats, and loves sports (particularly surfing, golfing, and volleyball).

Jianhua Shao

With an M.S. in Materials Science and Engineering from China, Jianhua came to US in 1993 to pursue the PhD degree at University of Rochester, NY. After passing the PhD qualifying exam in one year and spending one more year in Biomechanics research, Jianhua joined a CAD/CAM software company as a lead software engineer in 1995. While still very interested in high tech industry, Jianhua feels his interest in financial market has been growing even more dramatically. So he entered the Anderson School at UCLA to pursue his MBA degree, with focus on finance. He passed the Chartered Financial Analyst (CFA) Level I Exam in December 2003.

Pavel A. Sokolov

After graduating with a B.S. in Physics in 1993, Pavel came to the U.S. as an exchange graduate student. He went to graduate school in Cleveland and got a doctorate in engineering and then got a job in Los Angeles and moved down here in 1998. Pavel worked for AlliedSignal/Honeywell as an engineer before the business was sold to General Electric in 2001. He is currently at GE managing a group that designs new products based on the fuel cell technology. Personal: Pavel likes theater and playing sports (soccer, hockey, and he even did Olympic weightlifting in his previous life behind the iron curtain.

Amy Yeshurun

After earning a BA in Business Administration (emphasis finance) at USC in 1998, Amy began working as a credit analyst at Israel Discount Bank, a middle-market lender in Bevelry Hills. After two years, Amy took a position as an analyst at Pacific Western Bank, a commercial lender with $2.2 billion in assets. As a 2005 FEMBA, Amy is also an active member of the FEMBA student council and attempting to take as many finance courses as possible while still at Anderson. Working part time as an equity analyst intern at Wedbush Morgan Securities leaves Amy little time to pursue Level III of the CFA program, which will have to wait until she graduates. Personally, Amy enjoys to read, travel, watch movies, meet new people, and just hang out with friends.