Investment Finance Association

>>Investment Finance Association (IFA)

Description

The Investment Finance Association (IFA) serves to strengthen educational pursuits - facilitate networking opportunities and enhance recruiting efforts among UCLA Anderson students and financial services organizations. Our association focuses on students and professionals who operate or have an interest in the following areas: investment banking - sales & trading - private client services - corporation finance - private equity - leveraged finance and asset management. As one of the largest organizations on campus – with 300+ current members and thousands of IFA alumni – we have the ability to pool resources from an extensive and impressive array of backgrounds to achieve our goals.

Officers

Robert Michlovich
Robert Michlovich
President
Rahul Bala
Rahul Bala
VP, Education
Peter Wyman
Peter Wyman
VP, Education
Leo Reilly
Leo Reilly
VP, External & Career
Jordan Weltzen
Jordan Weitzen
VP, Internal Communications
Matt Cautero
Matt Cautero
VP, Finance
Miho Goto
Miho Goto
VP, Events & Parker CMC
Matt Tweedie
Matt Tweedie
VP, FEMBA Relations
Nash Abu-Zahra
Nash Abu-Zahra
Director, Investment Banking
Stephanie Chang
Stephanie Chang
Director, Investment Banking
Matt Cheesebro
Matt Cheesebro
Director, Investment Banking
Justin Ng
Justin Ng
Director, Investment Banking
Louis Pacillio
Louis Pacilio
Director, Sales & Trading
Baron Birkhofer
Baron Birkhofer 
Director, Investment Management
Tanzeer Khan
Tanzeer Khan
Director, Private Equity
Aron Solomon
Aron Solomon
Director, Private Wealth Management
Manuel Alvarez
Manuel Alvarez
Director, Corporate Finance
David Setiawan
David Setiawan
Director, Technology
Arturo Grisi
Arturo Grisi
Director, International
Andy Yin
Andy Yin
Director, FEMBA Class of 2013
Ksenia Yudina
Ksenia Yudina
Director, FEMBA Class of 2014

Events

Etiquette Workshop with the Parker Center
One-hour seminar coordinated with the Parker Career Management office that serves to help first-year finance students prepare for the upcoming fall/winter recruiting season.
FEMBA Etiquette Workshop
Serves to help fully-employed finance students prepare for the upcoming fall/winter recruiting season.
Investment Banking Career Night
The career night is a great networking opportunity for first-year students to learn more about Investment Banking functions and about different firms recruiting on campus.
Investment Management Career Night
The career night begins with a keynote speaker and continues with multiple roundtable sessions enabling students to speak with employees from various investment management firms.
Corporate Finance Career Night
The career night is a great opportunity for first-year students to learn more about Corporate Finance functions and about different firms recruiting on campus.
Private Wealth Management Career Night
The career night provides a great opportunity for students to interact with key company representatives and professionals within the PWM industry.
Private Equity Roundtable
The roundtable starts with a keynote speaker and continues with multiple roundtable sessions enabling students to speak with employees from various Private Equity sponsors.
Training the Street Valuation Workshop
Students attending this two-day course learn how to calculate the enterprise value, equity market value and share price of a company using publicly available company data.
Training the Street Financial Interviewing Workshop
This one-day class is co-hosted by the Parker Center and focuses on preparing candidates for technical and behavioral questions specific to finance interviews.
Training the Street Financial Modeling
Students attending this two-day course learn how to build a model in Excel from scratch using publicly available company data.
Training the Street M&A and LBO Modeling
Students attending this one-day course learn how to build a Merger Consequences model and Leveraged Buyout model in Excel from scratch using publicly available company data.
IFA / WBC Women in Finance Brunch
The event takes place in a casual and collegial roundtable format to enable women in the industry to share their personal experiences and to meet potential applicants.
Houlihan Lokey Restructuring Workshop
Hosted by Houlihan Lokey, this two-hour seminar analyzes the mechanics behind the restructuring of a public or private company.
San Francisco "Days on the Job"
Two-day trip to visit banks and investment management firms in the San Francisco Bay area.
Los Angeles "Days on the Job"
Multi-day trips to visit banks and investment management firms around the Los Angeles metro area.
New York City "Days on the Job"
Three-day trip to visit banks and investment management firms in the New York and Boston metro areas.
UCLA Anderson Internal Case Competition
UCLA Anderson Stock Pitch Competition
UCLA Anderson Investment Conference
Annual all-day event that brings together leading finance professionals to discuss current events and trends within the financial industry.
Golf Outing
Informal networking opportunity between current IFA leadership and new IFA members.
IFA / AREA Paintball Challenge
Informal networking opportunity with the Anderson Real Estate Association.

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