Kayne Investment Management Fellowship

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.

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 11:59pm on Thursday, September 21st, 2017.

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 2018. 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. 

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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 Management Firms:
  • Cerberus
  • Dimensional Fund Advisors
  • DoubleLine
  • HighMark Capital
  • Kayne Anderson Rudnick
  • PIMCO
  • PAAMCO
  • TCW
  • WAMCO

Past Fellows

Nicholas Bender
2016

Nicholas Bender is pursuing his MBA with a concentration in Finance - Investment Management at the UCLA Anderson School of Management. He is a member of the Investment Finance Association and a student director of the Fink Investing Conference. This past summer, Nicholas worked in corporate credit research for Trust Company of the West (TCW). Upon graduation, he will continue at TCW as a Credit Analyst.

Prior to attending Anderson, Nicholas was a Research Analyst for Wunderlich Securities, where he was responsible for coverage of equities in the Transportation sector. He began his career with Lehman Brothers in securitization banking, and moved to equities trading at Barclays Capital, where he assisted in the build-out of the small cap trading desk. Nicholas graduated summa cum laude from American University in 2008, and is a CFA charterholder.

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Paige Kolesar
2016

Paige Kolesar is pursuing an MBA with an emphasis in finance at UCLA Anderson. Paige interned at Dimensional Fund Advisors in its Financial Advisor Services group in Austin, Texas last summer. She will be returning to Dimensional Fund Advisors in Santa Monica, CA after graduation.

Prior to attending Anderson, Paige was a project manager at Northern Trust in Chicago, where she managed several software development projects as part of a company-wide initiative to improve profitability. Paige graduated from the University of Michigan in 2012 with a B.A. in economics.

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Sam Silverson
2016

Sam Silverson 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 Asian Management Students Association. This summer, Sam will be joining the Value Investing team at OppenheimerFunds.

Prior to UCLA Anderson, Sam was a senior investment associate at Liberty Mutual Investments. As a member of the Public Equity group, he supported senior analysts with fundamental equity research and conducted macro research for the team’s asset allocation decisions. Before joining Liberty Mutual, Sam worked in operations roles at GMO LLC and State Street. He graduated from Rutgers University with a B.S. in Finance and was awarded the CFA designation in 2013.

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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-Shlomo

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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