Speakers

The 3rd Annual UCLA Anderson Investment Conference Speakers

Steven Romick, CPA
Managing Partner, First Pacific Advisors

Mr. Romick joined the firm in 1996. He serves as Portfolio Manager of the FPA Contrarian Value Strategy. He is also the Portfolio Manager for the FPA Hawkeye Strategy and Co-Portfolio Manager for the FPA Multi-Advisor Strategy. Prior to joining FPA, Steven was Chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. Steven earned a Bachelor’s degree in Education from Northwestern University.

Shlomo Benartzi

Professor and Co-Chair of the Behavioral Decision-Making Group, UCLA Anderson School of Management Professor Benartzi is a leading authority on behavioral finance with a special interest in household finance and participant behavior in retirement savings plans. He received his Ph.D. from Cornell University’s Johnson Graduate School of Management, and is currently a Professor and co-chair of the Behavioral Decision-Making Group at UCLA Anderson School of Management.

Professor Benartzi’s most significant research contribution is the development, with Richard Thaler of the University of Chicago, of Save More Tomorrow (SMarT), a behavioral prescription designed to help employees increase their savings rates gradually over time. At one organization, SMarT increased employee savings rates from 3.5% to 13.6%. The SMarT program is now offered by more than half of the large retirement plans in the U.S. and a growing number of plans in Australia and the U.K. The program has also been incorporated in the Pension Protection Act of 2006, helping millions of Americans boost their retirement savings. A book on Save More Tomorrow and other practical behavioral finance solutions for improving retirement plans is scheduled for publication in April, 2012.

Professor Benartzi has supplemented his academic research with both policy work and practical experience. He has advised government agencies in the U.S. and abroad and has helped crafting numerous legislative efforts and pension reforms. He has also worked with many financial institutions and served on about half a dozen advisory boards, and currently serves as an academic advisor and chief behavioral economist for the Allianz Global Investors Center for Behavioral Finance. Professor Benartzi is also a co-founder of the Behavioral Finance Forum, an organization dedicated to helping consumers make better financial decisions by fostering collaborative efforts between academics, industry leaders and government officials.

Kenneth Broad, CFA
Senior Portfolio Manager, Delaware Investments

Mr. Broad joined Delaware Investments in April 2005 as a senior portfolio manager on the firm’s Focus Growth Equity team, which manages large-cap growth, smid-cap growth, all-cap growth, and global growth portfolios. Prior to joining the firm, he was a principal and portfolio manager at Transamerica Investment Management, where he also managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 2000, he was a portfolio manager with The Franklin Templeton Group and was a consultant in the business valuation and merger and acquisition group at KPMG Peat Marwick. He received an MBA from the University of California at Los Angeles and his bachelor’s degree in economics from Colgate University.

Jeffrey S. Van Harte, CFA
CIO of Focus Growth Equity Group, Delaware Investments

Mr. Van Harte is the chief investment officer for the Focus Growth Equity team, which manages large-cap growth, smid-cap growth, all-cap growth, and global growth portfolios. Prior to joining Delaware Investments in April 2005 in his current position, he was a principal and executive vice president at Transamerica Investment Management. Van Harte has been managing portfolios and separate accounts for more than 20 years. Before becoming a portfolio manager, Van Harte was a securities analyst and trader for Transamerica Investment Services, which he joined in 1980. Van Harte received his bachelor’s degree in finance from California State University at Fullerton.

Brad Kinkelaar
Executive Vice President, PIMCO

Mr. Kinkelaar is an executive vice president and global equity portfolio manager in the Newport Beach office. He is also head of the PIMCO Dividend Team and a rotating member of PIMCO’s Investment Committee. Prior to joining PIMCO in 2011, he was managing director and global equity portfolio manager at Thornburg Investment Management. As one of the first three investment professionals on Thornburg’s equity team, Mr. Kinkelaar helped build the business from its infancy during more than nine years with the company. He was a co-portfolio manager of the Thornburg Investment Income Builder Fund from its inception in December 2002 until January 2009, as well as associate portfolio manager of the Thornburg International Value Fund and Thornburg Value Fund from 1999 until December 2002. Mr. Kinkelaar began his investment career in the equity investment management department for State Farm Insurance Companies. He has 17 years of investment experience and holds an MBA from the Kellogg School of Management at Northwestern University and a bachelor's degree from Eastern Illinois University.

Scott Warner, CFA, CQF
Managing Director, PAAMCO

Scott is a Managing Director and Sector Specialist for both the North American long/short equity and equity market neutral strategies. He focuses on the evaluation and management of managers in those sectors. He also serves as the Portfolio Manager and main point of contact for certain institutional investor relationships and is responsible for portfolio construction of equity-focused customized solutions. He is a member of the Investment Oversight Committee. Scott joined PAAMCO, as part of the Portfolio Management group in 2006. Prior to PAAMCO, he worked in the Investment Management Division at Goldman, Sachs & Co. (Los Angeles).

Aylon Ben-Shlomo, CFA, CPA
UCLA Anderson, MBA Candidate 2014

Aylon Ben-Shlomo is pursuing his MBA with a concentration in Finance - Investment Management at the UCLA Anderson School of Management. Mr. Ben-Shlomo is President of the Anderson Investment Association and a Fellow of both the Laurence and Lori Fink Center for Finance and Investments and the UCLA Anderson Student Investment Fund. Over the summer he was an equity analyst intern at PIMCO, where he will be returning full-time upon graduation. Prior to UCLA Anderson, Mr. Ben-Shlomo spent three years at Ivory Investment Management, a long/short equity hedge fund. Earlier in his career, he worked in the financial services audit practice at Deloitte & Touche in New York. Mr. Ben-Shlomo obtained an accounting degree from the University of Maryland.

Matthew Barrett
Founding Partner, Glendon Capital Management

Mr. Barrett is a founding partner of Glendon Capital Management, a Los Angeles based alternatives asset manager. Prior to founding Glendon, he was Managing Director (2006-2013) of Barclays Asset Management Group (“BAMG”). BAMG was focused on distressed debt and special situations investing. The activities of BAMG, a subsidiary of Barclays, plc, were assumed by Glendon in 2013. Prior to forming BAMG, he was a Managing Director with Oaktree Capital Management from 1995 to 2005, and served as a leader of the OCM Opportunities Funds, one of the largest global distressed debt and special situations investment platforms. He was a Portfolio Principal and Head of Analysis for the group. He earned his MBA from the UCLA Anderson School of Management in 1986.

Brian Laibow
Managing Director, Oaktree Capital Management

Mr. Laibow joined Oaktree in 2006 following graduation from Harvard Business School, where he received his M.B.A. Before attending Harvard, Mr. Laibow worked at Caltius Private Equity, a middle market LBO firm in Los Angeles. Prior experience includes Director of M&A and Corporate Strategy at EarthLink, Inc., Senior Business Analyst at McKinsey & Company and an investment banking internship at JP Morgan. Mr. Laibow graduated magna cum laude with a B.A. degree in Economics from Dartmouth College and studied economics at Oxford University.

Dominique Mielle
Partner and Senior Portfolio Manager, Canyon Capital Advisors

Ms. Mielle is a Partner and Senior Portfolio Manager. Ms. Mielle’s primary sector focus is on investments within the transportation, retail, and consumer sectors. She specializes in corporate securitizations and select high-yield municipal bonds. She is also responsible for all aspects of Canyon's CLO business.

Prior to joining Canyon in 1998, Ms. Mielle worked as an Analyst with Lehman Brothers, Inc. in the Financial Institutions Group, where she focused on mergers and acquisitions. She also worked as an Associate at Libra Investments, Inc. in the Corporate Finance department where she covered middle market companies. Ms. Mielle graduated from Ecole des Hautes Etudes Commerciales in France (BS, International Management) and Stanford University Business School (MBA Finance).

Hezy Shalev
Managing Director, Luminous Capital

Mr. Shalev is a Managing Director at Luminous Capital, focusing exclusively on the firm’s private and alternative investment programs. Hezy is responsible for alternative investment portfolio construction; manager due diligence, monitoring and selection; and legal and tax structuring of the firm's investment vehicles.

Hezy joined Luminous Capital in 2008. Prior to joining the firm, Hezy worked as a corporate lawyer, concentrating on securities law and formation of private investment vehicles at Gornitzky & Co., a top-ten Israeli law firm. Hezy received his B.A. in Business Administration and his LL.B in Law from the Interdisciplinary Center in Herzlia (“IDC”) in 2006, and his LL.M in Business Law, magna cum laude, from the IDC in 2007. In 2012, he graduated with an Executive MBA from the Anderson School of Business at UCLA.

Wayne Brandt
Managing Director, Wells Fargo

Mr. Brandt is a Managing Director and the Western Regional Head of the Real Estate Capital Markets Group at Wells Fargo Bank. Based in Los Angeles, Mr. Brandt directs the origination of fixed and floating rate, non-recourse balance sheet, CMBS and mezzanine loans throughout the Western Unites States. Wells Fargo is the largest commercial real estate lender in the country with $130 billion in outstanding loans, a $400 billion servicing portfolio, and a leading position as a CMBS issuer.

Prior to his position at Wells Fargo, Mr. Brandt was head of real estate lending and debt investments for the Buchanan/TCW Funds, a $1.2 billion private equity firm that invests in JV equity, first mortgages and mezzanine loans in all major U.S. markets. Over his career, Mr. Brandt has helped build several lending and investment management businesses in both New York and Los Angeles. Mr. Brandt was previously a Managing Director of RBS Greenwich Capital where he directed all real estate investments in the western U.S. and financed over $11 billion in real estate transactions. He has held former positions as a Managing Partner at Menlo Equities, a $500 million private equity real estate fund, and as a Managing Director at Nomura Securities, heading its west coast real estate finance operations.

Mr. Brandt has served as a guest lecturer at the USC Lusk Center, UCLA Anderson School of Business, and the MIT Center for Real Estate. He is a member of the Mortgage Bankers Association, Ziman Center for Real Estate at UCLA, and the Fisher Center for Real Estate and Urban Economics at UC Berkeley. Mr. Brandt is also an investment committee member of the Huntington Hospital in Pasadena, CA, a board member for Junior Achievement, and a committee member for the Champions of Scouting. Mr. Brandt earned his M.S. in Real Estate from the Massachusetts Institute of Technology (MIT) and completed his undergraduate degree at Stanford University.

Robert Goodman
Chairman & CEO, The Resmark Companies

Mr. Goodman is Chairman & CEO of The Resmark Companies. The founder of Resmark, Mr. Goodman has more than 35 years of experience in real estate finance and asset management. Since establishing the company in 1995, he has guided more than 150 equity investments, with over 25,000 units of residential single-family and multifamily real estate, representing over $7.7 billion in cumulative and anticipated revenue. Currently, Resmark manages over $1 billion in investment capital.

Mr. Goodman has served on the boards of directors of four publicly traded companies, including two REITs. He also currently sits on the boards of the Los Angeles Police Foundation and the Board of Regents of the City of Hope. For many years, he was on the boards of City of Hope National Medical Center (including two years as Chairman of the Beckman Research Institute) and Oakwood School (an independent K-12 school in North Hollywood, California).

Adam Markman
Managing Director, Green Street Advisors

As Managing Director of Green Street's consulting group, Adam runs our exclusive joint venture with Eastdil Secured, a leading real estate investment bank. Additionally, he is a member of Green Street's Board of Directors and guides our REIT investment fund. Adam has been widely quoted in the financial media and is a frequent speaker at real estate industry events. He is a member of the Urban Land Institute (ULI) and NAREIT. Adam joined Green Street in 1994; he has led Green Street's consulting group since 1997 and previously served as a REIT analyst. Before joining Green Street, Adam was a Senior Real Estate Consultant at Kenneth Leventhal & Co. He earned his M.B.A. in Finance/Real Estate from Columbia University and B.A. from University of California, Berkeley.

Stuart Gabriel
Arden Realty Chair, Professor of Finance and Director of the Richard S. Ziman Center for Real Estate, UCLA Anderson School of Management

Professor Gabriel is Director of the Ziman Center for Real Estate at UCLA and is Arden Realty Chair and Professor of Finance at UCLA Anderson School of Management. His research focuses on topics of real estate finance and economics, housing and mortgage markets, urban and regional economics, and macroeconomics. He previously served on the economics staff of the Federal Reserve Board in Washington, D.C. and as a Visiting Scholar at the Federal Reserve Bank of San Francisco. Professor Gabriel has published 75 articles in economics and finance journals and serves on the editorial boards of seven academic journals. His recent research has focused on issues of housing and the financial crisis, including assessment of integration and contagion in US housing markets, Google search behavior as an indicator of housing distress, GSE crowd out in secondary mortgage markets, and the effects of CDO market implosion on mortgage pricing. Professor Gabriel is the recipient of a number of awards for research and teaching excellence. He has testified before the U.S. Congress and the California State Legislature and has provided policy advice to elected officials at the local, state, and federal levels. Dr. Gabriel is a past President of the American Real Estate and Urban Economics Association and a Fellow of the Homer Hoyt Institute for Advanced Real Estate Studies. Professor Gabriel serves on the Boards of Directors of KBS REITs and is a consultant to numerous corporate and governmental entities. He holds a Ph.D. in Economics from the University of California, Berkeley.