Investment Banking and Kayne Investment Management Fellowships

The Fink Center hosts the Investment Banking and Kayne Investment Management Fellowship Programs. First year, full-time MBA students with great potential are chosen as Fellows and receive 3 industry mentors. Mentors come from leading firms and every effort will be made so that each Fellow receives a mentor that is junior, mid-level, and senior in their career. This program provides assistance to first-year MBAs committed to completing summer internships in investment banking and investment management and mentors help students in navigating this process. Fellows also receive a nominal Fellowship Award.

The Center accepts applications in the Fall of each year for selecting fellows for the next year. Please see below for details on each Fellowship program and its deadlines.

Investment Banking

 

The Investment Banking Fellows program is designed to encourage fellows in pursuing a career in investment banking. In addition to their formal recognition as fellows, the selected students will be matched with alumni mentors in the field. These mentors may be drawn from either the U.S. or international investment banking centers. Fellows will receive guidance in interview preparation for summer internships. They will also have facilitated access to distinguished investment banking professionals who are friends of the Fink Center.

Fellows are expected to participate in the standard investment banking internship recruiting process through the Parker Career Center, in addition to attending special meetings organized by the program. The final choice of internship is left in each fellow's hands, though the program expects that fellows will choose an internship in investment banking.

View the Current MBA Fellows
Selection process: Interested first-year, full-time MBA students should submit their application by noon on Friday, September 23rd, 2016.

The program is open to all UCLA Anderson MBA students with a demonstrated interest and commitment to completing a summer internship in investment banking in Summer 2017. The Fellowship now accepts applications from both full-time MBA students as well as Fully Employed MBA students who can arrange to intern in the summer. Finalists will be chosen by a selection committee based on academic excellence, innovation, creativity, and motivation to succeed in the world of investment banking. We encourage applications both from those with experience in the industry and from those who are considering entering investment banking for the first time.

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Investment Banking

Kayne Investment Management

 

The Kayne Investment Management Fellows program is designed to encourage fellows in pursuing a career in investment management. In addition to their formal recognition as fellows, the selected students will be matched with alumni mentors in the field. These mentors may be drawn from either the U.S. or international investment management firms. Fellows will receive guidance in interview preparation for summer internships. They will also have facilitated access to distinguished investment managers who are friends of the Fink Center.

Fellows are expected to participate in the standard investment management internship recruiting process through the Parker Career Center, in addition to attending special meetings organized by the program. The final choice of internship is left in each fellow's hands, though the program expects that fellows will choose an internship in investment management.

View the Current MBA Fellows
Selection process: Interested first-year, full-time MBA students should submit their application by noon on Friday, September 23rd, 2016.

The program is open to all UCLA Anderson MBA students with a demonstrated interest and commitment to completing an internship in investment management in Summer 2017. The Fellowship now accepts applications from both full-time MBA students as well as Fully Employed MBA students who can arrange to intern in the summer. Finalists will be chosen by a selection committee based on academic excellence, innovation, creativity, and motivation to succeed in the world of investment management. We encourage applications both from those with experience in the industry and from those who are considering entering investment management for the first time. 

Fill Out Application

Kayne Investment Management

 

Mentors

The Fink Center is deeply grateful to members of the finance community who have participated as mentors in the Investment Banking and Investment Management Fellowship programs. Without their help, these programs would not be possible. We thank our mentors for sharing their time, expertise, and guidance with our Fellows.

Investment Banking Firms:
  • Bank of America Merrill Lynch
  • Barclays
  • Citi
  • Credit Suisse
  • Deutsche Bank Securities
  • Eastdil Secured
  • Greenhill
  • J.P. Morgan
  • Moelis
  • Morgan Stanley
Investment Management Firms:
  • American Century Investments
  • Cerberus
  • Dimensional Fund Advisors
  • HighMark Capital
  • PAAMCO
  • PIMCO
  • Pyden & Rygel
  • TCW
  • WAMCO

Past Fellows

Nick Babikian
2015

Nick Babikian is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to Anderson, Nick was as a Project Manager at Kinetic Systems Inc., an international construction company. Before being promoted to Project Manager, he worked as an engineer based in Frankfurt, Germany and was a consultant to design teams on projects throughout Europe, the Middle East and Southeast Asia.

Nick graduated from the University of Southern California with a B.S. in Civil Engineering. At USC, Nick rowed for the men's crew team and placed second in the Grand Challenge Cup at the Henley Royal Regatta. At UCLA Anderson, Nick is a member of the Investment Finance Association and the Public Speaking Club. Nick will be doing his summer internship with Goldman Sachs in their Energy Group in Houston. Nick completed his summer internship with Goldman Sachs in their Energy Group in Houston. He will be returning there fulltime upon graduation.

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Ian Martin
2015

Ian Martin is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to arriving at Anderson, Ian was a Senior Cash Desk Associate in PIMCO's Portfolio Management Group in Newport Beach. At PIMCO, Ian managed the cash investment and liquidity monitoring process in all of PIMCO's publicly traded mutual funds and separately managed client accounts. Prior to PIMCO, Ian was a Captain in the United States Marine Corps, where he served as an Infantry and Intelligence officer.

Ian graduated from Bucknell University in 2007 with a B.S. in Business Administration, with a concentration in Accounting. At UCLA Anderson, Ian is on the executive boards of both the Investment Finance Association and the Anderson Veterans Association. Ian most recently completed a summer internship with Lazard Frères & Co., and will be joining J.P. Morgan's Healthcare Investment Banking group in New York upon graduation.

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Blake Nixon
2015

Blake Nixon is pursuing his MBA in Finance at UCLA Anderson. Prior to Anderson, Blake spent five years in Beijing, China, most recently as a Manager in KPMG China's Transaction and Restructuring group, where he led teams focused on M&A advisory including strategy, due diligence and corporate finance. His global deal experience ranges from advising middle-market firms to some of the largest cross-border transactions involving China, including representing clients on both the buy-side and sell-side.

At UCLA Anderson, Blake is a member of the Investment Finance Association, Greater China Business Club and the Anderson Golf Club. Blake holds an Economics degree from the Georgia Institute of Technology. He currently lives with his wife in Los Angeles, CA. Blake completed his summer internship with Barclays in their Financial Sponsors Group in Los Angeles. He will be returning there fulltime upon graduation.

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Doug Taylor
2015

Doug Taylor is pursuing his MBA in Finance at UCLA Anderson. Prior to Anderson, Doug spent seven years at Thomson Reuters in the Capital Markets Consulting Group in New York City. At Thomson Reuters, Doug was a consultant to equity and debt capital markets investment bankers, helping them market their transactions to institutional investors.

At Anderson, Doug is a First Year Director of Investment Banking for the Investment Finance Association and a member of the UCLA Anderson Outdoor Adventure Club. He graduated from the University of Virginia, where he majored in Economics. Doug completed his summer internship with Citi in their Industrials group in New York. He will be returning there fulltime upon graduation.

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Buzz Black

2014

Buzz Black is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to arriving at Anderson, Buzz was a Senior Financial Analyst at Merrill Lynch's Private Banking and Investment Group in Los Angeles.

At Merrill Lynch, Buzz worked on an advisory team that managed $3 billion in high-net worth client assets. Buzz graduated from Brigham Young University with a B.S. in Finance. At BYU, Buzz was a Spanish language instructor and an active member of the BYU Finance Society. At UCLA Anderson, Buzz is Captain of the Anderson Flag Football Team and a First Year Director in the Investment Finance Association. Buzz Black accepted a summer internship position with Bank of America Merrill Lynch in Palo Alto and will be returning there full time to work in their Technology Group.

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Brian Innes

2014

Brian Innes is pursuing his MBA at UCLA Anderson. Previously, Brian worked in the capital markets industry in New York for five years, most recently as an equity research analyst at Credit Suisse, covering the hardline retail sector.

Prior, he was an equity analyst at Telsey Advisory Group, a leading consumer-focused equity research and consulting firm, where he focused on discount, food, and hardline retail. Brian began his career as an institutional equity sales associate at Telsey Capital Group, the firm's broker-dealer subsidiary, covering institutional clients in the US, Canada, and Europe. He graduated from Northwestern University in 2008 with a B.A. in Economics, and holds the FINRA Series 7, 66, 86, and 87 licenses. At UCLA Anderson, Brian is President of the Investment Finance Association, a Director of Finance for the Retail Management Association, and President of the Anderson Ski & Snowboard Club. Brian Innes accepted a summer internship position with Bank of America Merrill Lynch in New York and will be returning there full time to work in their Global Industrials Group.

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Sean Simons

2014

Sean Simons is pursuing an MBA in finance at UCLA Anderson. Prior to Anderson, Sean spent six years in Chicago working in both real estate and corporate finance. Most recently, Sean was an Assistant Vice President at Wintrust Financial Corporation, a bank holding company, where he focused on financing M&A transactions for bank clients and the management of an institutional leveraged loan portfolio.

Before joining Wintrust, Sean was a Senior Analyst at Cohen Financial, a real estate capital services firm, where he underwrote debt and equity investments. At Anderson, Sean is a first-year director in the Investment Finance Association and a member of the Anderson Golf Club. He graduated from the University of Wisconsin - Madison with majors in Finance and Real Estate. Sean Simons accepted a summer internship position with Bank of America Merrill Lynch in New York and will be returning there full time to work in their Leveraged Finance Group.

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Steve Hollich

2013

Is pursuing an MBA specializing in finance while at UCLA Anderson. Upon completing undergrad, Hollich joined Bank of America Merrill Lynch as a Collateralized Debt Obligation analyst in Chicago and later worked as an underwriter in the commercial bank in San Francisco.

Most recently, Steve worked at Martin Wolf M&A Advisors as an analyst covering middle-market companies in the IT sector. At Anderson, Steve is a first-year director of investment banking in the Investment Finance Association and a member of the Wine Club. He graduated from the University of Wisconsin - Madison with a Bachelors in Business Administration majoring in both Finance and Real Estate. Steve did his summer internship at Moelis & Co. in Los Angeles and will be returning there fulltime upon graduation.

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Andrew Skrip

2013

Is pursuing his MBA at UCLA Anderson. Most recently, he worked at Union Bank, where he focused on financial planning, analysis and business strategy within the retail banking segment.

At UCLA, Skrip is a first- year director of investment banking in the Investment Finance Association and a member of the Entrepreneurial Association. Skrip attended Claremont McKenna College, where he majored in Economics and Accounting and was a four-year letter winner of the Men's Varsity Basketball Team. Upon graduation, he took a role with PricewaterhouseCoopers and gained CPA licensure. Skrip did his summer internship at Deutsche Bank in San Francisco and will be returning there fulltime upon graduation.

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Matthew O'Connell

2013

Matthew O'Connell is pursuing an MBA in finance at UCLA Anderson. Prior to Anderson, he spent five years at Greenwich Associates providing strategic consulting services to institutional financial services clients.

At Anderson, O'Connell is a first-year director in the Investment Finance Association. He graduated with Honors from the University of Connecticut where he majored in Economics and Political Science. O'Connell did his summer internship at Bank of America Merrill Lynch in New York and will be returning there full-time upon graduation.

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Matthew Cautero

2012

Matthew Cautero most recently was an investment associate at University of Pennsylvania's Office of Investments, where he focused on private equity and absolute return investments within the university's $6 billion endowment fund.

At UCLA, Cautero is a first-year director in the Investment Finance Association and a member of the Ski & Snowboard Club. Cautero attended Yale University, where he majored in history and was a four-year letter winner on Yale's Varsity Football Team. Upon graduation, he joined Lazard Fréres as an analyst in its Private Fund Advisory Group. Cautero will be interning at Deutsche Bank in San Francisco this summer.

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Robert Michlovich

2012

Rob Michlovich is pursuing an MBA in finance at UCLA Anderson. He spent the last four years working at UBS in New York City as a portfolio specialist on the municipal sales desk. Prior to the municipal sales desk, he was a member of the 2007 Graduate Training Program at UBS.

At Anderson, Michlovich is a first-year director of investment banking in the Investment Finance Association and a member of the Wine Club and the Ski & Snowboard Club. Michlovich graduated with a bachelors of science in finance from Penn State University, where he was president of the Smeal Business Consulting Group and an active member of the Penn State Dance Marathon. Michlovich has accepted a summer position at Bank of America Merrill Lynch in New York.

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Jordan Weitzen

2012

Jordan Weitzen is pursuing his MBA at UCLA Anderson. Most recently, he worked at Fortress Investment group in New York City, where he focused on investing in distressed credit and equity opportunities.

At UCLA, Weitzen is a first- year director of investment banking in the Investment Finance Association and a member of the Entrepreneurial Association. Weitzen attended Harvard University, where he majored in economics and was a four-year starter on the Men's Division I Varsity Volleyball Team. Upon graduation, he took a role as a strategy execution consultant at BTS USA, a spinoff of Bain & Company. Weitzen is spending the summer at Barclays in Los Angeles.

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Sandip Garg
2015

While beginning his MBA at Anderson, Sandip has been working part-time at a newly-formed investment partnership, Palmetto Bay Capital Management, based in Miami, FL, reviewing opportunities in small and mid-cap banks within the fund's value, tactical and special situations books. He also continues to work part-time at the same place he interned over the summer, the Ebersol Lanigan Company. Immediately prior to Anderson, Sandip was a senior analyst at The Endicott Group in New York City, an asset management firm specializing in equity investments in financial institutions, primarily U.S. community banks.

He was responsible for various stages of investment research and diligence across Endicott's Opportunity Funds between 2011 and 2014. Prior to Endicott, Sandip was an investment banking analyst in the Financial Institutions Group at Lazard Frères & Co., also based in New York City, from 2009-2011. Sandip began his career on Wall Street in fall 2008 as a high yield credit research analyst at Merrill Lynch, covering the consumer and utility sectors. He is a magna cum laude graduate of The Wharton School of the University of Pennsylvania, holding a Bachelor of Science in Economics with concentration in Finance.

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Alex Bibi
2015

Alexandre Bibi is pursuing his MBA with a concentration in Finance - Investment Management at the UCLA Anderson School of Management. Prior to business school, Alexandre worked at Thomson Reuters Financial & Risk in New York City. He began his career supporting sovereign bond and interest rate derivative analytics for clients of Thomson Reuters' fixed income trading platform. Alexandre led the effort to consolidate several liquidity venues and analytics platforms into a single trading application for U.S. agency mortgage-backed securities, resulting in his promotion to product manager.

In this capacity he was responsible for the strategic direction of the mortgage-backed securities trading platform, reaching over 900 mortgage banks across the U.S. He also managed the development effort for new trade-decision support and risk management tools. At UCLA Anderson, Alexandre is a first-year director of the Anderson Investment Association. He has passed all three levels of the CFA program and hopes to pursue a role in credit research/fixed income portfolio management after business school. Alexandre graduated from Trinity College in Hartford, CT in 2010 with a B.A. in Economics. Alex will be serving as a Summer Portfolio Analyst at Western Asset Management in the Investment Management Group. He will be assisting with selecting and maintaining yield curve exposure, generating trading strategies and creating client reports of portfolio performance.

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Brian Shen
2015

Brian Shen is pursuing his MBA with a concentration in Finance - Investment Management at the UCLA Anderson School of Management. He is a director of the Anderson Investment Association. Before business school, Brian spent four years as an equity research associate at Brandes Investment Partners on the financial institutions team.

Brian graduated from UC Berkeley in 2010 with degrees in Business Administration and Economics, and was awarded the CFA designation in 2014. Brian will be doing his summer internship at Empyrean Capital Partners, an event-driven hedge fund in Los Angeles.

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Kevin Bekas

2014

Kevin Bekas is pursuing his MBA with a concentration in Finance - Investment Management at the UCLA Anderson School of Management. Prior to business school, Kevin spent four years in KPMG LLP's Financial Risk Management practice specializing in fixed-income and derivative valuations, and interest rate risk hedging strategies.

Earlier in his career, Kevin worked in public accounting conducting financial statement audits for large publicly traded companies primarily in the real estate and banking industries. Kevin holds a degree in Business/Economics with a minor in Accounting from UCLA, is a licensed CPA in the State of California, and was awarded the CFA designation in 2011. Kevin did his summer internship at DoubleLine Capital in their Global Developed Credit Group and will be working there full-time after graduation.

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Kyle Schultz

2014

Kyle Schultz is pursuing his MBA at the UCLA Anderson School of Management with a specialization in Investment Management. Before business school, Kyle worked at Jackson National Asset Management where he conducted manager research and due diligence for alternative investments.

He took an integral role in the manager selection of alternative investments for the Elite Access variable annuity, along with monitoring sub-advisors on Jackson's variable annuity with over $100 billion in assets. Prior to Jackson National Asset Management, Kyle was a research analyst at Ellwood Associates were he was a lead analyst on the value equity research team. Kyle holds an undergraduate degree from University of Iowa and was awarded the CFA designation in 2013. Kyle did his summer internship at Vintage Capital Group and will be working there fulltime after graduation.

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Cameron Urquhart

2014

Cameron Urquhart is pursuing his MBA with a concentration in Finance - Investment Management at the UCLA Anderson School of Management. He is a first-year director of the Anderson Investment Association and Anderson Eats.

Prior to UCLA Anderson, Cameron spent three years as a municipal and corporate credit analyst at Travelers Insurance. Urquhart graduated from Northwestern University with a joint degree in economics and Mathematical Methods in the Social Sciences (MMSS) and has completed all three levels of the CFA Program. He hopes to work in a credit research/portfolio management role during the summer of 2014. Cameron will be doing his summer internship at Franklin Templeton Investments in their High Yield Credit Group.

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Aylon Ben-Sholomo

2013

Aylon Ben-Shlomo is pursuing his MBA with a concentration in Finance - Investment Management at the UCLA Anderson School of Management. He is a first year director of the Anderson Investment Association and the Jewish Business Student Association.

Prior to UCLA Anderson, Aylon 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. Aylon obtained an accounting degree from the University of Maryland. He enjoys beach volleyball, golf and sports debates. Aylon is a licensed CPA in the State of New York and was awarded the CFA designation in 2011. Aylon did his internship at PIMCO and will be returning full time as an equity analyst in their Global Dividend Strategies group.

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Wenting Shen

2013

Wenting Shen is pursuing her MBA at UCLA Anderson. She is a fellow of the Student Investment Fund (SIF) and is a director at the Anderson Investment Association (AIA). Prior to business school, Wenting was an equity research analyst at Goldman Sachs where she covered the healthcare sector.

Her team ranked fourth across all sectors in the 2011 Wall Street Journal Best China Analyst Awards. She authored a number of reports, including the Transforming China series etc. Wenting worked most recently in the Singapore office, but has also worked in the Beijing and Bangalore offices of Goldman Sachs. She graduated from Beijing University with a major in Finance, and was an exchange/visiting student to Harvard University, University of St. Gallen, and Tokyo University. She was a volunteer in Delhi, India during her senior year in college. Wenting did her summer internship as an equity analyst intern at Fidelity Worldwide Investors and works full time as an analyst at del Rey Global Investors.

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Giovanni Urbanucci

2013

Giovanni Urbanucci is pursuing his MBA in finance at the UCLA Anderson School of Management. Prior to business school, Urbanucci worked in public accounting at PricewaterhouseCoopers LLP in Boston where he led audits of investment companies as a manager in the Assurance practice.

At Anderson, Urbanucci is a director of the Anderson Investment Association, member of the Student Investment Fund, and level III candidate in the CFA program. He also held a part-time academic internship at Kiitos Capital Management, a long/short value hedge fund in Los Angeles. Urbanucci holds an undergraduate degree from Boston College and is a Certified Public Accountant in Massachusetts. He did his summer internship in the equity research group at Trust Company of the West

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Danielle Zainer

2013

Danielle Zainer is pursuing her MBA with a concentration in Finance - Investment Management at the UCLA Anderson School of Management. She was a first year director of the Anderson Investment Association and the Women's Business Connection.

During her second year, she has served as VP Investing Conference of the Anderson Investment Association, working closely with the Fink Center to host UCLA Anderson's 3rd Annual Investing Conference. Prior to UCLA Anderson, Danielle spent four years as an analyst at Pacific Alternative Asset Management Company (PAAMCO), a hedge fund of funds investment firm. Prior to PAAMCO, Danielle worked at Dilts Ventures, a boutique investment consulting firm, where she specialized in corporate venture capital and early-stage investing strategies. Danielle received her undergraduate degree in business and finance from USC Marshall. She holds the CAIA designation and has her Series 3 license. While at UCLA, Danielle has held internships at Oaktree Capital Management and Beach Point Capital Management. She will be returning to Oaktree Capital full time as an assistant vice president in the portfolio analytics group, focusing on multi-strategy credit.

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John Hertzer

2012

John Hertzer is pursuing his MBA in finance at UCLA. At Anderson, John is a first-year director of the Investment Association, a CFA Level III candidate and a member of the Outdoor Adventure Club.

This past summer, Hertzer completed the Death Ride, a 130-mile, one-day bicycle ride in the California Sierras. Hertzer graduated from Dartmouth with a degree in economics and was Academic All-Ivy in 2004. At Dartmouth, he was captain of the Varsity Lightweight Rowing Team and won the 2004 World Indoor Rowing Championship. After graduation, he moved to San Francisco to work for Fisher Investments in the Research group, where he worked for the past seven years. During his time there, Hertzer worked as a fundamental and quantitative research analyst, risk manager, project manager and helped the CEO research his 2006 bestseller, "The Only Three Questions That Count." Hertzer is doing a summer internship at Dimensional Fund Advisors.

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Shiv Verma

2012

Shiv Verma is a member of the class of 2013 at UCLA Anderson. Prior to UCLA Anderson, Verma worked in investment management at Symphony Asset Management in San Francisco, where he was an investment analyst focused on high-yield and leveraged credit and structured products.

Earlier in his career, he was an investment banking analyst for J.P. Morgan in New York. At UCLA Verma is actively involved in the Anderson Investment Association, the Sports Business Association and the Riordan Scholars program. Verma holds a degree in economics from Stanford University. Verma will be doing credit research for the high-yield team at Franklin Templeton this summer.

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Arun Rao

2012

Arun Rao is pursuing his MBA at the UCLA Anderson School of Management. He is studying investments and is a first-year director in the Anderson Investment Association and a board fellow in the Venice Community Housing Corporation.

Before business school, Rao worked in the investment management industry doing equity and macro research at Sterling Stamos Capital Management, a $7 billion hedge fund and private equity subsidiary of Merrill Lynch. He also worked in business development and strategy at Hall Capital Partners, a $22 billion endowment investing firm, while completing all three levels of the CFA exam. Prior to that, Rao was a journalist intern writing for the finance and investing section for the Economist Magazine in London and a Teach for America teacher. Rao is a dual-degree graduate with a BSE in finance from Wharton and a BA in classics from the College at the University of Pennsylvania, where he was a Joseph Wharton Scholar and a Benjamin Franklin Scholar. He is an avid reader, runner and hiker. Rao will be a portfolio management intern this summer at Pimco.

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