L48 Speaker Series

The Student Lunch for 8 (or L48) series presents an opportunity for eight students at a time to hear from industry leaders over a business casual luncheon. Students interested in participating must RSVP and send their résumé plus a brief paragraph explaining why they would like to attend. Please note that incomplete RSVPs will receive last priority for this event, and cancellations will receive last priority for future events.

Speakers

 
Matt Cwiertnia

Senior Partner, Private Equity, Ares Management, LLC

DATE: April 6, 2016
TIME: 12:00 p.m. - 1:30 p.m
LOCATION: Ares- Zuma Conference Room
ATTIRE: Business casual
Lunch is hosted.

Ares is a leading and diversified global alternative asset manager with investment focus and presence across the U.S., Europe and Asia. Our team of approximately 860 professionals collaborate across more than 19 principal and originating offices. We manage approximately $92 billion across our Tradable Credit, Direct Lending, Private Equity, and Real Estate Groups in approximately 160 investment vehicles, with our investments spanning across 5 continents.

About Matt Cwiertnia:

Mr. Cwiertnia is a Partner in the Ares Private Equity Group and serves as a member of the group's U.S. Investment Committee. Prior to joining Ares in 2005, Mr. Cwiertnia worked in the Financial Sponsors Group at Credit Suisse First Boston, where he focused on providing advisory and financing services to financial sponsors and their portfolio companies. Previously, Mr. Cwiertnia was a member of the Investment Banking Department of Donaldson, Lufkin & Jenrette Securities Corp. In addition, he worked at Jefferies & Co. Inc., where he focused on investment banking. Mr. Cwiertnia currently serves on the Boards of Directors of Sotera Defense Solutions, Inc. and certain entities related to Insight Global LLC. Mr. Cwiertnia holds a B.A., magna cum laude, from the University of California Los Angeles in Business Economics and an M.B.A. from the University of California, Los Angeles Anderson School of Management, where he graduated as a Carter Fellow.

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Erik Davidson

Chief Investment Officer, Wells Fargo Bank, N.A.

DATE: January 14, 2016
TIME: 12:00 p.m. - 1:30 p.m
LOCATION: WEST Restaurant at the Hotel Angeleno
ATTIRE: Business professional
Lunch is hosted.

Erik Davidson is the chief investment officer for Wells Fargo Private Bank where he oversees more than $180 billion in assets. He leads a team of investment professionals throughout the country who deliver comprehensive, custom, and diversified portfolio management for clients of The Private Bank. In his role, Mr.Davidson serves as the primary spokesperson for The Private Bank investment strategy and oversees global equity and fixed-income portfolio management and research, guided portfolios, investment product, investment tools, and investment analytics.

Mr. Davidson is passionate about bringing clarity to complicated economic and market topics. He is the co-author of Investing in Separate Accounts and contributing co-author of The E-Finance Report, both published by McGraw-Hill. He has authored numerous investment-related articles, speaks at investment-industry conferences, and is regularly featured in the media including The Wall Street Journal, The New York Times, CNBC, FoxBusiness News, Reuters, and Bloomberg.

With more than 20 years of experience in financial services, Mr. Davidson most recently served as deputy chief investment officer for The Private Bank. Prior to joining Wells Fargo in 2004, he co-founded a company that provided separate account technology and operational solutions to financial services firms. Over the course of his career, Mr. Davidson has held various leadership positions, including heading the portfolio management team for Franklin Templeton Private Client Services and overseeing trading of mortgage and asset-backed securities in Asia for Credit Suisse First Boston.

Mr. Davidson earned a Bachelor of Art in Economics from St. Olaf College, a Master of Business Administration in Finance from UCLA-Anderson School of Management, and is a CFA charterholder. He is a member of Mensa and is actively involved in his local community. Mr. Davidson is based in San Francisco.

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Harry T. McMahon

Executive Vice Chairman, Bank of America Merrill Lynch

DATE: October 28, 2015
TIME: 12:00 p.m. - 1:30 p.m
LOCATION:
ATTIRE: Business professional
Lunch is hosted.

Harry McMahon was the Executive Vice Chairman of Bank of America Merrill Lynch. He served as a senior member of the Global Investment Banking and Markets Leadership Team and was principally focused on providing innovative strategic solutions, financial advice and superior execution for a broad array of the firm’s corporate clients worldwide.

McMahon joined Merrill Lynch in 1983 and has held various leadership positions in Global Markets and Investment Banking, including co-head of the Global Corporate Finance group from 1996 to 2003 and Vice Chairman of the firm from 2003 to 2008. Following the merger with Bank of America in 2009, McMahon became the firm’s first Executive Vice Chairman. His broad base of deal experience includes leading teams on more than 400 projects involving either Merger and Acquisitions advisory work or Corporate Finance.

He received an MBA from the University of Chicago Booth School of Business, and a BA from Claremont McKenna College. Prior to joining Merrill Lynch, McMahon worked for the Northern Trust Bank of Chicago in various roles involving commercial lending and corporate finance. He also serves as Chairman of the Board of Trustees of Claremont McKenna College; on the Board of Advisors of the Henry R. Kravis Leadership Institute; on the Selection Committee of the Kravis Prize in Social Leadership; and on the National Council of the American Enterprise Institute. He and his wife, Jacquie, have four children.

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Sarah Ketterer

Causeway Capital, Chief Executive Officer and Fundamental Portfolio Manager

DATE: April 16, 2015
TIME: 12:00 p.m. - 1:30 p.m
LOCATION: WEST Restaurant at the Hotel Angeleno
ATTIRE: Business professional
Lunch is hosted.

Causeway Capital Management LLC is an independently owned investment management firm specializing in managing global, international, emerging market and absolute return equities. Clients include corporate, public, and Taft-Hartley pension plans, mutual funds, endowments, foundations, corporations and other institutions.

Causeway is represented in every major equity market across the globe, spanning the United States, international, developed and emerging markets. A comprehensive research department of fundamental and quantitative analysts supports seven main equity strategies, available through separate accounts and commingled vehicles. Causeway manages $36 billion in assets (at 12/31/14) and the firm has 71 employees, 23 of whom are investment professionals.

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Ares Alum Hosted by Matt Cwiertnia

Ares Management, LLC - Senior Partner, Private Equity

DATE: April 9, 2015
TIME: 12:00 p.m. - 1:30 p.m
LOCATION: Ares – Zuma Conference Room
ATTIRE: Business casual
Lunch is hosted.

Ares is a leading and diversified global alternative asset manager with investment focus and presence across the U.S., Europe and Asia. Our team of approximately 800 professionals collaborate across more than 15 principal and originating offices. As of December 31, 2014 we manage approximately $86 billion across our Tradable Credit, Direct Lending, Private Equity, and Real Estate Groups in approximately 160 investment vehicles, with our investments spanning across 5 continents.

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Joel Fried

President, PRIMECAP Management Company

DATE: Sunday, February 8, 2015
TIME: 6:00 p.m. – 8:00 p.m.
LOCATION: Napa Valley Grill
ATTIRE: Business professional
Dinner is hosted and valet parking will be covered.

The PRIMECAP Odyssey Funds were launched on November 1, 2004. PRIMECAP Management Company is the investment advisor for each of the three Funds:
1. PRIMECAP Odyssey Stock Fund,
2. PRIMECAP Odyssey Growth Fund,
3. PRIMECAP Odyssey Aggressive Growth Fund (Closed)

PRIMECAP Management Company was founded in September 1983 in Pasadena, CA, as
an independent investment management company. The firm's goal is to provide superior long-term equity investment results by following an investment approach based on four key principles:

  • Commitment to fundamental research
  • Long-term investment horizon
  • Emphasis on individual decision-making
  • Focus on value
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Josh Friedman

Founding Partner, Co-Chairman and Co-CEO Canyon Capital Partners

DATE: Monday, October 28, 2014
TIME: 12:00 p.m. – 1:30 p.m.
LOCATION: WEST Restaurant at the Hotel Angeleno
ATTIRE: Business casual
Lunch is hosted and valet parking will be covered.

Canyon Capital Advisors LLC is a leading alternative asset manager serving institutional clients worldwide. They seek to achieve superior, risk-adjusted returns significantly in excess of the debt and equity market indices with substantially lower volatility. Canyon and its affiliates currently manage investment funds and separate accounts amounting to over $23 billion in assets with a staff of over 200, including more than 100 investment professionals. The firm was founded in 1990 and is headquartered in Los Angeles, with offices in London, New York, Shanghai and Tokyo.

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Christopher Myers

President & CEO - Citizens Business Bank

Thursday, April 17, 2014
12:00 p.m. - 1:30 p.m.
WEST Restaurant at the Hotel Angeleno
Attire: Business casual
Lunch is catered and valet parking will be covered

Started in 1974 out of a single office in Chino, Citizens Business Bank is a top-rated financial institution with over $6 billion in assets. The Bank concentrates on delivering the finest in financial products and services through relationship banking commitments with businesses and professionals in the Inland Empire, Los Angeles County, Orange County and the Central Valley regions of California.

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Christopher (Kit) Jennings

Managing Director - Roth Capital Partners

Thursday, January 16th, 2014
12:00 p.m. - 1:30 p.m.
WEST Restaurant at the Hotel Angeleno
Attire: Business casual
Lunch is catered and valet parking will be covered

ROTH is an investment banking firm dedicated to the small-cap public market. Since its inception in 1984, ROTH has been an innovator in this market. Headquartered in Newport Beach, CA, ROTH has regional offices in Boston, Chicago, Larkspur, Los Angeles, New York and San Diego as well as Hong Kong Limited international office.

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Steven T. Mnuchin

Chairman & CEO, OneWest Bank Group LLC.

Monday, November 4, 2013
12:00 p.m. - 1:30 p.m.
WEST Restaurant at the Hotel Angeleno
Attire: Business casual
Lunch is catered and valet parking will be covered

Please join us for a private lunch with Steven Mnuchin, Chairman of One West Bank. Steven will discuss his leadership of this prominent bank with over $12 billion in deposits, as well as his career path up to OneWest.

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David Hou

Managing Director, Luminous Capital

Thursday, October 24, 2013
12:00 p.m. - 1:30 p.m.
WEST Restaurant at the Hotel Angeleno
Attire: Business casual
Lunch is catered and valet parking will be covered

Please join us for a private lunch with David Hou, Managing Director of Luminous Capital (a division of First Republic Investment Management). David will discuss his leadership of this prominent advisory firm as well its recent purchase by First Republic.

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