2005 Student Portfolio Managers

 ASAM 2005 Class

Jim Adams

Jim is currently a Program Manager at The Boeing Company managing current programs as well as writing proposals for new business. In his role he is responsible for all aspects of a program including financial performance, resource planning, schedule performance as well as managing the customer relationship. Jim holds a Bachelors and Masters degree in Mechanical Engineering from UC Berkeley and UCLA, respectively. In his spare time Jim enjoys following the market, golf, surfing, traveling, and spending time with his wife.

 

Jon Burningham

Jon is a full time MBA student in the class of 2005 at the Anderson School of Management. Prior to attending Anderson, he was a principal aerodynamicist at Solar Turbine?s Gas Compressor Division. He also functioned in a product manager capacity by serving as a technical representative both to the customer directly and to the sales staff. These duties took him to various parts of the world in order to lead performance verification tests. As a bit of trivia, he holds the Solar Turbines record for consecutive days on an oil platform at 52 days.
He earned a BS in Aeronautical Engineering from the California Polytechnic State University (Cal Poly), San Luis Obispo in 1995. While at Cal Poly, he led a team of students that took second place in a national undergraduate aircraft design competition. In 1997 Jon completed an MS in Aerospace Engineering at Penn State University, researching in the jet engine research facility located there.
Jon has had a growing interest in the securities market for a number of years. His particular interests include long/short strategies, derivatives, and arbitrage.
Personal interests include flyfishing, deep sea fishing, road biking, baseball, and cooking.

 

Betty Chen

Betty Chen is a Manager in the Southern California Consulting Group for Moss Adams LLP. She works in the business valuations unit, analyzing and valuing operating companies, asset-holding companies, and limited liability corporations. Client valuations are completed for a variety of purposes, including potential sale and acquisition, financing, litigation support, financial reporting, fairness determination, tax-related issues, and corporate and estate planning. Prior to joining Moss Adams, she was a performance analyst at Asset Strategy Consulting, LLC, an investment consulting company catering to fund sponsors and investment managers. At Asset Strategy, Betty analyzed domestic and international investment portfolios including measuring performance attributions and investment characteristics. She received a Bachelor?s of Science in hotel management from Cornell University and holds the Chartered Financial Analyst (CFA) and American Society of Appraisers? Accredited Member (AM) designations. Betty is currently focusing on finance while at Anderson.

 

Allan Cheng

Currently, Allan is working as General Manager at Neo Stone International Corporation, which is a family-owned business that makes high-end clothing for boutique stores across the United States.
Before coming to UCLA Anderson School of Management, Allan has gained five years of full-time work experience. He had worked mainly in the software industry, but also had some exposure to the semiconductor industry. He enjoyed working with young start-up companies and the most recent one is Escalate, where he worked for four years. At Escalate, he was the Account Support Manager and managed all e-commerce sites hosted by the company. He has learned to deal with pressures effectively and managed customers? priorities efficiently. Overall, many of his customers were happy to work with him and they became invaluable references for Escalate, as it tried to gain new customers.
In addition, Allan graduated with honors and received his BS degree in Industrial Engineering and Operations Research from Berkeley in 1998. Right after graduation, he worked for one year at ATMEL and went to study Industrial Engineering and Engineering Management at Stanford and graduated in June 2000. He concentrates in finance at Anderson and will be expected to receive his MBA in 2006. In December 2005, he plans to take the Chartered Financial Analyst (CFA) Level I Exam.
Allan was born in Taiwan and immigrated to Australia when he was 11. At age 15, he immigrated again to the United States. He speaks fluent Mandarin, English, and has some knowledge of Spanish. During his spare time, he likes to learn about finance through books, magazines, websites, or seminars. At other times, he likes to spend time with his family, friends, and his favorite Akita dog.
Since joining ASAM in April 2004, Allan has worked on the class' external website, maintained Yahoo!? Group for the 2005 Fellows, and coordinated Distinguished Speakers Series. He is the co-manager for the Parametric Portfolio Weighting Strategy.

 

Michael Chien

Michael received his B.A. degree in Economics and a minor in Accounting from UCLA in 1998. His first job was an equity analyst for Sun America, an annuity company. His current job is working as a financial analyst for Rockwell Collins, Passenger Systems Division. His main function is to support marketing and sales department to win proposals while making sure what they do make financial sense for the overall company. He also does financial reviews to executive teams. He passed the CPA exam, but decided not to get certified yet. Maybe some time down the road. He is working on CFA Level I for this upcoming exam. He came to the U.S. when he was sixteen. He enjoys basketball, golf, traveling and reading during spare time.

 

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.
 

Todd Dubester

Todd received his BA in Public Policy Studies from Duke University in 1997. After graduation, he joined Lehman Brothers in their Investment Banking Group. As an investment banking analyst with Lehman Brothers, Todd advised technology companies, participated in debt and equity transactions as well as recommending M&A alternatives. Todd later transitioned into a strategy consulting role with Concrete Media advising companies on ways to capitalize on technology initiatives. Todd spent his summer with Merrill Lynch in their Private Banking and Investments group advising high net worth clients. Currently, Todd is concentrating in Finance at The UCLA Anderson School of Management. When not studying, Todd enjoys spending time with his wife, reading, cooking and watching the New York Yankees.

Eric Ellingsen

Prior to attending the full time program at the UCLA Anderson School of Management, Eric spent 4 years at California Bank & Trust in San Diego where he held various positions within corporate finance. Most recently he worked as Assistant Vice President of Financial Planning, focusing on forecasting and budgeting, asset & liability management, and fixed income investment analysis. He received a BBA in international business from James Madison University. Originally from Oslo, Norway, Eric lived in Venezuela and Canada before moving to the U.S. In his spare time Eric enjoys traveling, cooking and soccer.

Joe Gubler Joe currently serves as Director of Engineering for MonsterTRAK, a division of Monster.com. Prior to joining Monster, Joe worked as a staff scientist for News Technology Group (a division of News Corporation dedicated to strategic technology initiatives) and later co-founded an internet consulting firm that deployed web sites and web-based applications for Disney, RIAA, and the National Academy of Recording Arts and Sciences. Joe graduated from UC Irvine with a B.S. in Physics and went on to earn an M.S. in Physics from UC San Diego. While studying astrophysics at UC San Diego, he worked for the stellar interferometry group at the Jet Propulsion Laboratory. Joe is currently focusing on Finance at the UCLA Anderson School of Management and passed the CFA Level I exam in December 2003. In his copious free time, he enjoys golf, rock climbing, playing guitar, and going to concerts.

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.

Susan Huang

Susan received a BA in Economics and a minor in Business Administration from UC Berkeley in 1997. Immediately following that, she worked at KPMG San Francisco in the assurance services department as a financial statements auditor. During that time, she received her CPA license. Susan then went on to work at KLA-Tencor, a semiconductor company, as a senior financial analyst. There, her responsibilities included strategic planning, financial forecasting and operations risk analysis. In her leisure, Susan enjoys hiking, camping, and spending time with family and friends.

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.

Anne Leung

Anne received her BA in International Economics and a minor in Accounting from UCLA in 1999. After graduating, she worked as a consultant for Arthur Andersen in the Corporate Restructuring group. In her three years at Arthur Andersen, her turnaround work included engagements in the nursing home, agriculture and utility industries. Prior to returning to UCLA for her MBA, Anne also worked as an executive compensation strategy consultant for Mercer Human Resource Consulting. Currently, with her limited free time as an Anderson graduate student, Anne enjoys cooking new recipes and cheering on her favorite basketball team, the Sacramento Kings.

Greg Robitshek

Gregory Robitshek is a Portfolio Manager with the Taxable Fixed Income Group of Banc of America Capital Management. He is responsible for covering the treasury, agency and interest rate derivative markets. Before joining the Taxable Fixed Income Group in 2003, Mr. Robitshek was a Research Analyst with the Asset Allocation Group, performing specialized client strategic asset allocation analyses for institutional and private clients. Prior to joining Banc of America Capital Management, Mr. Robitshek worked as a research associate with the Regional Studies & Demographic group at The Milken Institute in Santa Monica, CA. There, he performed quantitative analysis on demographic, regional, and national economic data for major national and international conferences and publications. Mr. Robitshek earned his bachelor's degree in economics from Washington University in St. Louis and is a member of the CFA Institute and the Los Angeles Society of Financial Analysts.

Christina Um

(MBA 2005) Prior to the Anderson School, Christina spent three years at Goldman Sachs ? two years in New York and one year in London. For two years she was a salesperson for the Global Convertible bonds group and covered both mutual funds and hedge funds. Through this role, Christina made investment recommendations, executed trades, and helped launch new convertible bond issues. In London, Christina was a research analyst publishing reports on the European, SE Asian, and Japanese convertible bond market. Christina?s publications were distributed globally and provided trade ideas and convertible bond market analysis. Her team was ranked first by Institutional Investor in February 2003.
Christina graduated from MIT in June 2000 and received a BS in Chemical Engineering. While at MIT, Christina had leadership roles with the Alpha Phi sorority and student chapter for the American Institute of Chemical Engineers. Christina is currently focusing on finance while at Anderson. She passed the CFA level 1 examination in 2001.
She enjoys traveling, yoga, music, and cooking Korean cuisine in her spare time.

Hiroshi Watanabe

Hiroshi received BS and MS in Aerospace Engineering from University of Tokyo in 1998 and 2000 respectively. After graduation, he began working at MITI (Ministry of International Trade and Industry) in Japanese Government, and worked on policy making especially over the issues related to energy. Before he came to Anderson School, he took charge of the enforcement and revision of Gas Utility Industry Law, and had the policy for the deregulation authorized by the committee. Also, he worked on the bill, and had it endorsed by the Cabinet and passed on the Congress. He is interested in investment from his undergrad days, and he actively manages personal investments in the Japanese equity markets since 1998. Up to now, he achieved average annual returns of 25%, while TOPIX decreased by about 20% in these 6 years. Also, he likes golf and tennis.

Kejian Wu

Kejian received his B.S. degree in Chemical Engineering from California Institute of Technology in 1998. His first job was at a software company in San Francisco building applications for insurance companies. During the second year at this job, he served as the technical manager on an $ 8M project. He later moved back to southern California and joined an internet start-up in Irvine as a senior software engineer. During the last 2 years, Kejian worked at a company that manufactured batteries for implantable medical devices. His main responsibility there was in research and engineering, but he also worked in business development and operations.
Kejian's long term goal is to build a successful career in fixed income. Last December he passed the CFA Level 1 Exam. During the 2004 summer, Kejian will work at Allegiance Capital as a Risk Management Associate intern.