Fund Managers

 

Faculty Advisor

Professor Bill Cockrum - Fund Advisor

Professor Bill Cockrum - Professor Cockrum has won numerous teaching awards, including recognition as the top entrepreneurial professor in the nation in a survey conducted by Business Week in 1996. He has become a legend for a case-study entrepreneurial finance class he has taught for more than 20 years, teaching students the ins and outs of acquiring and sustaining the financing of a new venture. Prior to joining the UCLA faculty, Cockrum spent 25 years in investment banking, most recently serving in a corporate officer capacity at Becker Paribas, Inc. a 3,000-employee investment banking firm. When the company was sold to Merrill Lynch in 1984, Cockrum began his second career as a professor at UCLA Anderson teaching students the business and finance skills needed to succeed as entrepreneurs. Mr. Cockrum currently teaches entrepreneurial finance, business ethics, and investment management. He also serves as a consultant to chief executive officers in a variety of industries on issues such as organization structure, strategy, marketing, finance, and administration.

Graduation Fellows (2017 – 2018)

 
Steve Bivona

Steve Bivona is pursuing his MBA with a specialization in finance at the UCLA Anderson School of Management. Steve worked for five years at J.P. Morgan in the securitized products group before business school, where he managed a portfolio of structured products at the investment bank. He worked at Earnest last summer, in the capital markets group, where his responsibilities included securitization, whole loan trading and building out the company's mortgage business. Prior to J.P. Morgan, he worked on the rates and foreign exchange derivatives desk at Banc Sabadell, a Spanish investment bank. He graduated from New York University in 2010 with a degree in economics and mathematics.

 
Joseph Chiu

Joseph Chiu is pursuing his MBA with a specialization in finance – investment management at the UCLA Anderson School of Management. He is a director of the Anderson Investment Association. Prior to business school, he worked at Cathay Life Insurance, where he was an investment analyst focused on fixed income research. Earlier in his career, he worked in the audit practice at Deloitte. He is a licensed CPA and a CFA Level III candidate. Last summer, he worked in equity research with J.P. Morgan. He is currently working as research intern at the TCW group, with a focus on emerging markets. He graduated in 2011 from National Taiwan University with degree in accounting.

 
Jarrid Johnston

Jarrid Johnston is a fully employed student pursuing his MBA with a specialization in finance – investment management at the UCLA Anderson School of Management. He, along with fellow SIF member Justin Phillips, took first place in the 2017 UCLA Anderson Fink Center Stock Pitch Competition. He has spent six years working in buy-side equities and is currently a research associate at the Capital Group. Prior to joining the Capital Group, he was the senior analyst at Mont Pelerin Capital, a small family office hedge fund. He began his career in private equity, spending two years as an analyst at Harvey & Company. He graduated with a B.A. in business economics from Brown University in 2010 and is a CFA Level II candidate.

 
Alexander Kua

Alexander Kua is pursuing his MBA with a specialization in finance – investment management at the UCLA Anderson School of Management. Prior to Anderson, he worked for three years at Asia United Bank, a Philippine bank, in fixed-income credit research and credit risk management. This past summer, he interned at Dimensional Fund Advisors in its portfolio management internship in Austin. At Anderson, he is a member of the Investment Finance Association and a second-year director of the Anderson Investment Association. He graduated with a B.A. in economics from Brown University in 2013.

 
David Levine

David Levine is pursuing an MBA at UCLA Anderson with an expected concentration in investment management. Prior to Anderson, he worked for two years at Morgan Stanley in its leveraged finance group, covering technology and telecom verticals. He then spent three years at Eagle Point, an asset manager specializing in CLO equity and junior debt investments. At Eagle Point, he was an investment associate and was responsible for monitoring Eagle Point’s existing CLO investments, comprehensive due diligence on portfolio managers and sourcing primary and secondary investment opportunities. Last summer, he was a summer research analyst at Franklin Templeton Investments (in San Francisco) in its high-yield credit group. He is currently a research intern at Beach Point Capital Management, assisting the investment team in its coverage of high-yield bonds and leveraged loans. He graduated from Harvard in 2011 with a B.A. in history.

 
Spenser May

Spenser May is pursuing his MBA with a specialization in finance – investment management at the UCLA Anderson School of Management. This summer, he will be working in equity research for Causeway Capital Management. Prior to arriving at Anderson, he was a research associate at Hotchkis & Wiley Capital Management. As a research associate, he conducted fundamental research on global equities and high-yield credits within the technology and consumer sectors. He started his career at Wilshire Associates, where he was responsible for manager due diligence. He graduated from the University of Richmond and is a CFA charterholder.

 
Phillip Meng

Phillip Meng is pursuing an MBA with concentrations in entrepreneurship and finance at UCLA Anderson School of Management’s Executive Program. He began his career as a derivatives trader on the American Stock Exchange and has held positions as trader/portfolio manager running volatility strategies at various proprietary trading firms. He is currently in the process of launching BioVega Capital, an alternative fund with a focus on investing in the biotech sector using derivative products. Phil graduated from the University of Pennsylvania with degrees from The Wharton School (B.S., finance, decision processes) and The College of Arts and Sciences (B.A., psychology), and is also a CFA charterholder.

 
Bahman Mirzaee

Bahman Mirzaee is pursuing his MBA with a concentration in finance – investment management at the UCLA Anderson School of Management. He is president of the Anderson Investment Association and was a first-year director for the Investment Finance Association. Last summer, he interned at The Vanguard Group as part of its leadership development program. He will be returning to The Vanguard Group after graduation. Prior to attending Anderson, he was an associate at PIMCO. Prior to PIMCO, he was at First Foundation Advisors, a registered investment advisory focused on high-net-worth individuals. He graduated cum laude from the University of California, Irvine.

 
Justin Phillips

Justin Phillips is pursuing his MBA at the UCLA Anderson School of Management with a specialization in finance – investment management. He is a member of the Investment Finance Association and the Anderson Investment Association. In addition, he and fellow SIF member Jarrid Johnston received first place in the 2017 UCLA Anderson Fink Center Stock Pitch Competition. Prior to graduate school, he worked as a research analyst for The Oakmont Corporation, which is the family office of Robert A. Day, who is the founder of Trust Company of the West. At Oakmont, he worked as an equity analyst for an internal hedge fund — The Cypress Funds — where he was responsible for sourcing, valuing and pitching investment ideas, with a focus on enterprise technology and consumer discretionary equities. He graduated from the University of Southern California in 2011, where he studied political science and business.

 
Francisco Valdivia

Francisco Valdivia is pursuing his MBA with a specialization in finance/real estate at the UCLA Anderson School of Management. Last summer, he worked in real estate for JLL in its capital market division. Prior to business school, he spent more than five years working as a senior investment analyst for one of the largest life insurance companies in Chile — Consorcio Nacional de Seguros — covering investments in stocks, fixed income and alternative assets. He graduated summa cum laude in 2010 from Pontificia Universidad Catolica de Chile with a B.S. in industrial engineering.

 
Timothy Van Harmelen

Timothy Van Harmelen is pursuing his MBA with a concentration in finance – investment management at the UCLA Anderson School of Management. This summer, he will be working in high-yield fixed-income research for Western Asset Management Company. Most recently, he spent two years as an M&A advisory associate with KPMG. Prior to that, he worked as a sell-side equity broker for Robert W. Baird. He graduated from the University of Notre Dame with a double major in accounting and economics, and is a licensed CPA (inactive) and a CFA Level III candidate.

 

Student Investment Fund