THE 7TH ANNUAL FINK INVESTING CONFERENCE

Monday, April 30, 2018
12:30 p.m. - 7:00 p.m.
New Location: UCLA Anderson School of Management

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Keynote Speakers

 

Jay Wintrob

CEO, Oaktree Capital Group

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John Mapes (B.A. '90)

Managing Partner, Aurora Capital Partners

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Conference Information

 
12:30 - 1:30 p.m. Registration and Lunch
1:45 - 2:45 p.m. Keynote
Jay Wintrob, Chief Executive Officer, Oaktree Capital Group
2:45 - 3:45 p.m. Panel Discussion on Debt Markets
  • Arthur Hovsepian ('06), Portfolio Manager - Emerging Markets Fixed Income, Payden & Rygel
  • Keith Luna ('11), Portfolio Manager, Western Asset Management
  • Luz Padilla, Director, International Fixed Income - Emerging Markets, DoubleLine
  • Moderated by: Eric Sussman (B.A. '87), Adjunct Professor of Accounting, UCLA Anderson
3:45 - 4:00 p.m. Break
4:00 - 5:00 p.m. Panel Discussion on Equity Markets
  • Arik Ahitov ('04), Partner, First Pacific Advisors
  • Taylor Beaupain ('05), Managing Partner, K1 Investment Management
  • Melvin Lindsey ('99), Founder and Managing Partner, Nile Capital Group
  • Matt Quinlan (B.A. '94, '01), Vice President, Portfolio Manager and Research Analyst, Franklin Equity Group
  • Moderated by: Ivo Welch, Distinguished Professor of Finance, J. Fred Weston Chair in Finance, UCLA Anderson
5:00 - 6:00 p.m. Fireside Chat with John Mapes (B.A. '90), Managing Partner, Aurora Capital Partners
Moderated by Alfred E. Osborne, Jr., Ph.D., Senior Associate Dean, External Affairs, UCLA Anderson
6:00 - 7:00 p.m. Reception

Arik Ahitov ('04)

Arik joined FPA in 2010. He serves as Portfolio Manager for the FPA Capital Fund, Inc. From 2004 to 2010, Arik was Portfolio Manager of Shamrock Capital Advisors’ Absolute Value Fund.

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He also has experience in consulting and investment banking. Arik earned a Bachelor’s degree in Economics from Northwestern University and an MBA from the University of California, Los Angeles. He served on the Board of Coinstar, Inc. (Nasdaq: CSTR) from June 2008 to June 2013.

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Taylor Beaupain ('05)

Taylor leads legal execution and financings for new investments and is a board member for K1’s portfolio companies and advisor to K1’s management teams. Previously, Taylor worked at Kayne Anderson and Merrill Lynch. Taylor is a graduate of the UCLA Anderson School of Management, where he received an MBA and was a Dean’s Scholar, and of Washington and Lee University, where he received a BS in Business Administration, summa cum laude.

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Taylor has served as a director of numerous companies and is an active participant in the UCLA Anderson School of Management Dean’s Society and the UCLA Chancellor’s Society.

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Kristin Johnson Ceva, PhD

Kristin Ceva, PhD, CFA, is a Managing Principal at Payden & Rygel. Ceva is a member of the firm’s Investment Policy Committee and is a Senior Portfolio Manager directing the firm’s emerging market debt strategies. She also is a frequent speaker at industry forums, focusing on topics related to international investing and emerging markets.

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Prior to joining Payden & Rygel, Ceva worked as a Consultant for Deloitte & Touche, and with a number of international policy institutes including: the Pacific Council on International Policy, the Center for U.S.-Mexican Studies and the North America Forum at Stanford University. Ceva serves as board member for Empower, a non-profit organization founded by emerging markets financial professionals to support at-risk youth, and is on the California Committee of Human Rights Watch. Kristin Ceva holds the Chartered Financial Analyst designation. She earned a PhD from Stanford University in Political Science with an emphasis on international political economy. She was a Fulbright Scholar based in Mexico City. Ceva has completed extensive economic and political research on emerging markets and is fluent in Spanish. She received a BBA in Finance from Texas A&M University.

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Melvin Lindsey ('99)

Mel is the Founder and Managing Partner of Nile Capital Group, a private equity firm specializing in providing capital and services to talented boutique and emerging managers of superior growth potential.

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Prior to founding Nile Capital Group, he spent a year and a half with Investec Asset Management as Director of Institutional Investments, North America. Previous to this, he spent ten years with Artio Global Investors as Head of Global Sales and Marketing and member of the executive management committee. During his tenure at Artio, AUM grew from $800 million to a peak of $78 billion ultimately resulting in an IPO and listing on the NYSE. Mel also spent nine years with Wells Capital Management in the capacity of Senior Portfolio Manager before becoming Managing Director of Sales and Marketing. He formerly spent five years with Shearson Lehman Brothers and its predecessor, where he was Vice President within Equity Sales.

Mel holds the Chartered Financial Analyst designation and received an MBA in Finance from the Anderson School at UCLA. Mel also attended IMD, Global Leadership Program in Lausanne, Switzerland. He is a member of the Los Angeles Society of Financial Analysts. Mel is on the board and investment committees of California Community Foundation, YMCA of Metropolitan Los Angeles, South Central Scholarship Foundation and the finance committee at Bel-Air Country Club.

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Keith Luna ('11)

Keith is a generalist portfolio manager covering Long Duration/LDI & Insurance fixed income for Western Asset Management. He has been with Western for 15 years, working in several capacities including Analytics/Risk Management and Portfolio Analysis.

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Prior to his current role, Keith ran portfolios in the Core and Core Plus fixed income space as part of the generalist portfolio management team. His focus has primarily been on U.S. interest rate markets and economics, managing the overall interest rate exposure and asset allocation in the portfolios. He earned a B.A. in Economics/Business and Philosophy at Westmont College and an MBA from UCLA Anderson School of Management, with a focus on Finance. He is also a CFA charterholder.

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Alfred E. Osborne, Jr., Ph.D.

Alfred E. Osborne, Jr. is Senior Associate Dean, External Affairs of UCLA Anderson. In this role, he oversees a variety of key areas and initiatives within the school, including resource development, alumni relations, corporate initiatives, marketing and communications and executive education.

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Dr. Osborne is also Professor of Global Economics, Management and Entrepreneurship and founder and faculty director of the Harold and Pauline Price Center for Entrepreneurship and Innovation at UCLA Anderson School of Management. The Price Center serves to organize faculty research, curricula and student activities related to the study of entrepreneurship, new business development and innovation at UCLA Anderson.

A corporate governance expert, Dr. Osborne established UCLA’s Corporate Governance Program designed to help officers and directors of public, private and not-for-profit organizations prepare for the fiduciary duties and legal responsibilities of governance. This program also addresses best practices and topical issues confronting directors. Osborne has also served as an expert witness in litigation on these matters for more than thirty years.

Professor Osborne is also an expert in social entrepreneurship and has developed several programs that apply business models to the nonprofit world. For more than 25 years, the Price Center has created and run innovative management development programs, including five in partnership with health care giant Johnson & Johnson: UCLA/Johnson & Johnson Head Start Management Fellows Program, UCLA/Johnson & Johnson Advanced Management Institute for Head Start, UCLA/Johnson & Johnson Health Care Institute, the UCLA/Johnson & Johnson Health Care Executive Program, and the Management Development Institute (MDI) for healthcare organizations in sub-Saharan Africa and the UCLA/Los Angeles County Office of Education (LACOE) Head Start Leadership Institute.

Dr. Osborne currently serves as an independent director of Kaiser Aluminum, Inc.; Wedbush, Inc., and First Pacific Advisors (FPA) Family of Mutual Funds. Dr. Osborne’s current non-profit affiliations include serving as trustee of Fidelity Charitable, the Harvard Westlake School, and the Los Angeles Police Memorial Foundation. He has served many years on the corporate boards of the Times Mirror Company, US Filter Corporation, Greyhound Lines, Inc., First Interstate Bank of California, Nordstrom, Inc., K2, Inc., and Nuverra Environmental Solutions, Inc. among others. He has served as an economic fellow at the Brookings Institution and directed studies at the Securities and Exchange Commission (SEC) that contributed to changes in Rule 144, Regulation D, and other exemptive requirements to the securities laws designed to lower costs and improve liquidity and capital market access to venture capitalists and other investors and principals in emerging growth firms alike.

Dr. Osborne’s research interests include venture capital and private equity, family and closely-held business, and the role of the board of directors in private, public and not-for-profit organizations. He remains active in the entrepreneurial and venture development community, has served on the editorial boards of several journals, and consults with growing companies and non-profit organizations on business, governance and economic matters.

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Luz Padilla

Ms. Padilla joined DoubleLine in 2009 as the Director of the Emerging Markets Group and is the lead Portfolio Manager. Prior to DoubleLine, she was a Managing Director at TCW.

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She began working at TCW in 1994, where she had served in a number of roles of increasing responsibility with the group, including Credit Analyst, Director of Research, Co-Portfolio Manager since December 2001, and lead Portfolio Manager since October 2006. She was involved in all aspects of building and managing TCW’s Emerging Markets Fixed Income business including credit, securitization, trading and marketing. Ms. Padilla attended University of California at Berkeley as a fellow of the Robert A. Toigo Foundation and graduated with an MBA in 1994. Ms. Padilla received her BA in Economics in 1989 from Stanford University in Palo Alto, California.

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Matt Quinlan (BA '94, '01)

Matt Quinlan is a vice president, research analyst and portfolio manager for the Franklin Equity Group. He is the lead manager of the Franklin Equity Income Fund and the Franklin Templeton Variable Insurance Products (FTVIP) Growth and Income Fund.

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He is also a co-manager of the Franklin Income Fund and the Franklin Convertible Securities Fund. Mr. Quinlan is the leader of the Consumer Research Team and he has research coverage responsibilities for the retail and consumer products sectors. He also analyzes debt and equity investments for the multi-asset solutions team. Prior to joining Franklin Templeton in 2005, Mr. Quinlan worked in investment banking at Citigroup, where he covered the retail and consumer products industries and worked with private equity firms on acquisitions and financings for their portfolio companies. Mr. Quinlan holds a B.A. in history from UCLA and an M.B.A. from The Anderson School at UCLA.

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Eric Sussman (BA '87)

Since 1995, Eric has been a faculty member in accounting and real estate at the UCLA Anderson School of Management, where he has been voted Teacher of the Year fifteen times by Anderson's MBA students, has been awarded the Citibank Teaching Award (1998) and the Neidorf Decade Teaching Award (2008), both voted upon by a committee of faculty members, and received the University-wide Distinguished Teaching Award in 2015.

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He has also received recognition by Bloomberg-Business Week as one of the Top Ten Most Popular Business School Professors in the country, and recognition as one of the most influential business school faculty alive today. He has taught courses at UC Berkeley, George Washington University, and the Helsinki School of Economics, and created a series of 12 lectures on accounting and finance for the Great Courses (the Teaching Company).

He teaches in the areas of cost/managerial accounting, financial accounting (beginning through advanced), financial statement analysis, equity valuation, corporate financial reporting, and real estate investment and finance to undergraduate, graduate, and Executive Education students. He created Insight FSA, an analytical software tool to automatically and critically measure, evaluate, and report upon the financial accounting and corporate reporting risk for public companies via Edgar On-line. In addition, he has advised numerous Full-time and Fully Employed MBA field study teams and consulted for large and small firms, nationally and globally, and is a frequent lecturer on varied financial, accounting, and corporate reporting topics. He has led student travel groups to Brazil, China, Dubai, Saudi Arabia, and Abu Dhabi.

He has served as an expert witness and consultant for commercial litigation, involving matters of corporate financial reporting and disclosure, audit effectiveness, valuation, real estate due diligence and related practices, and overall damage analyses. Outside of campus, Mr. Sussman is president of Amber Capital, Inc., Manager of Fountain Management, LLC and Clear Capital, LLC, and Managing Partner of Sequoia Real Estate Partners, and the Pacific Value Opportunities and Clear Opportunity Funds, which have acquired, rehabilitated, developed, and managed over two million square feet of residential and commercial real estate in the past 20 years. The firms' portfolio presently consists of industrial, multi-family residential, single-family residential, and retail properties (approximately 3,500 residential units and over half a million square feet of commercial space).

He is Chairman of the Board of Trustees of Causeway Capital's group of funds (International Value, Emerging Markets, Global Value, Global Absolute Return Funds, and International Small Cap) which collectively have over $14.0 billion in assets, sits on the Board of Directors of Pacific Charter School Development, Inc, and was former Chairman of the Presidio Fund and former Audit Committee Chair of Atlantic Inertial Systems, Inc., a producer and manufacturer of electromagnetic sensors. He received his MBA from Stanford, with honors, in 1993, after graduating Summa cum Laude from UCLA in 1987. He is a licensed CPA in the State of California.

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Ivo Welch

Ivo Welch is Distinguished Professor of Finance and holds the J. Fred Weston Chair in Finance at UCLA Anderson. A member of the Anderson faculty from 1989 to 2000, he spent five years at Yale’s School of Management and six years in Brown University’s economics department before rejoining Anderson in 2011.

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Widely regarded as one of the more influential economists of his generation, Professor Welch has authored numerous publications with far-reaching citation impacts. Most recently, he won a prestigious Humboldt Research Award. His papers have won best paper awards in the major finance journals, and he twice received the Michael Brennan Award. He has recently served as the director of the UCLA Anderson Fink Center and the American Finance Association and is a National Bureau of Research (NBER) research associate. He has written a free textbook on corporate finance and is the editor of the Critical Finance Review.

Known for his work on informational cascades, he has also published in a variety of other areas, such as initial public offerings, capital structure, dividends, market-timing, performance evaluation, earnings management, overconfidence, socially responsible investing and bankruptcy.

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The 7th Annual Fink Investing Conference Sponsors

 

Hosted By

Anderson Investment Association

Gold Sponsors

Ben Bisconti ('94)

Silver Sponsors

Bronze Sponsors

For sponsorship opportunities or general questions, please contact us at fink.center@anderson.ucla.edu