2013 Conference


The 2nd Annual UCLA Investing Conference 2013

The 2013 Conference was kicked off by Baron Birkofer (MBA Candidate 2013), AIA President. The first panel discussion, "Generating Alpha Through Quantitative Strategies" included Wayne Dahl (Head of Risk Management, Canyon Capital Advisors), Robert Gingrich (Risk Manager, WAMCO), Steve Sapra (Senior Vice President, PIMCO) and was moderated by Shane Shepherd '07 (Head of Fixed Income Research, Research Affiliates). The second morning panel "Behavioral Finance: The Psychology Behind Investing" featured Kenneth Broad '94 (Senior Portfolio Manager, Delaware Investments), Cynthia Harrington (Principal, Cynthia Harrington & Associates), Randy Saaf (CEO, AlphaGenius Technologies), Avanidhar (Subra) Subrahmanyam '90 (Professor, UCLA Anderson), and was moderated by Dan Pomerantz '00 (Principal, Bessemer Trust). The final morning panel "The Unprecedented State of Credit Markets" featured Howard Levkowitz (Managing Partner, Tennenbaum Capital Partners), Desmund Shirazi (Managing Director, Oaktree Capital Management), Melissa Weiler (Managing Director, Crescent Capital) and was moderated by Arun Rao (MBA Candidate 2013). Following lunch, attendees learned the ins and outs of "Value Creation Through Public and Private Equity", a fireside chat featuring Sarah Ketterer (CEO & Portfolio Manager, Causeway Capital) and Stephen Royer '91 (Partner, Shamrock Capital Advisors) and moderated by Srinivas Pulavarti (President & CIO, UCLA Investment Company). The closing keynote address was given by Josh Friedman (Co-Founder, Co-Chairman & Co-CEO, Canyon Capital Advisors). To end a successful day, students, alumni, and investment professionals finished with cocktails in the Alumni Plaza.