February 06, 2014

UCLA Anderson Presents 3rd Annual Investing Conference

Steven Romick, Morningstar’s 2013 Allocation Fund Manager of the Year, to deliver keynote address

LOS ANGELES (Feb. 6, 2014) - Building on the success of last year, UCLA Anderson School of Management will host its 3rd Annual UCLA Anderson Investing Conference on Feb. 7, 2014. Nearly 400 students, faculty, alumni, and industry professionals are expected to gather at the event, where they'll hear from industry leaders on a broad swath of topics impacting the capital markets and broader economy.  

This year's Investing Conference will feature a series of lectures and financial panel discussions, and will culminate with a keynote address by Steven Romick, managing partner at First Pacific Advisors. FPA is a leading L.A.-based investment firm that manages $28 billion across five equity strategies and one fixed income strategy. Morningstar, Inc., recently named Romick its 2013 Allocation Fund Manager of the Year.

"We have sourced leading academics and professionals from the areas of behavioral finance, credit, equities and real estate to share their insights during this arguably pivotal year in the economic and market cycles," said Brian Gelfand, executive vice president of the UCLA Anderson Investment Association (AIA). The AIA co-sponsors the annual event, along with the Laurence and Lori Fink Center for Finance & Investments and Kenneth Broad ('94).

Other featured speakers include executives from Delaware Investments, PIMCO, PAAMCO, Glendon Capital Management, Oaktree Capital Management, Canyon Capital Advisors, Wells Fargo, The Resmark Companies, Green Street Advisors and Luminous Capital. Discussions will revolve around topics such as "Behavioral Finance in the Digital Age," "Equity Investing: Uncovering Opportunities in Bull Markets," "Global Credit: Navigating Uncertain Waters," and "U.S. Real Estate: From Boom, To Bust, To Rebound, To..."

"UCLA Anderson is a premier institution for investment management, with esteemed alumni including Larry Fink and Bill Gross, and the Investing Conference serves as a terrific medium for current students, alumni and the broader Los Angeles investment community to interact and share ideas," said Danielle Zainer, vice president of the Investing Conference.

The Investing Conference will take place from 9 a.m. to 6 p.m. in Korn Convocation Hall, and registration is free and open to the public. For more information, visit the event website.

About UCLA Anderson Investment Association

The UCLA Anderson Investment Association (AIA) is a student-run organization dedicated to building an investment management community that fosters educational and career opportunities by connecting students, faculty, alumni, and industry professionals.  

About UCLA Anderson School of Management

UCLA Anderson School of Management is among the leading business schools in the world, with faculty members globally renowned for their teaching excellence and research in advancing management thinking. Located in Los Angeles, gateway to the growing economies of Latin America and Asia and a city that personifies innovation in a diverse range of endeavors, UCLA Anderson's MBA, Fully-Employed MBA, Executive MBA, Global Executive MBA for Asia Pacific, Global Executive MBA for the Americas, Master of Financial Engineering, doctoral and executive education programs embody the school's Think In The Next ethos. Annually, some 1,800 students are trained to be global leaders seeking the business models and community solutions of tomorrow. Follow UCLA Anderson on Twitter at http://twitter.com/UCLAAnderson or on Facebook at http://www.facebook.com/uclaanderson

Contact Information

UCLA Anderson Office of Media Relations, (310) 206-7707, Media.relations@anderson.ucla.edu

Media Relations