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.

Student Fund Managers for 2016-2017

 
John Bay (’17)

John Bay is pursuing an MBA at UCLA Anderson with an expected concentration in investment management. Prior to Anderson, John worked for five years at Bank of America/US Trust in a variety of roles in client service, workout banking and trading. Last summer, he interned in a credit rotational program, which will span trading, portfolio management and credit research at NISA Investment Advisors, an IG fixed-income shop for pension funds. He graduated in 2009 from Bates College with a B.S. in economics and is a CFA charterholder.

 
Nicholas Bender (’17)

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 VP of the Anderson Investment Association. Last summer, Nick worked in corporate credit research for Trust Company of the West (TCW). Prior to attending Anderson, Nick 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 before moving to equities trading at Barclays Capital, where he assisted in the build-out of the small cap trading desk. Nick graduated summa cum laude from American University in 2008 and is a CFA charterholder.

 
Gloria Fan (’17)

Gloria Fan is a second-year student pursuing her MBA with a specialization in finance and investment management at the UCLA Anderson School of Management. Last summer she worked for Cove Street Capital, a Los Angeles-based long-only investment firm with $1 billion AUM. Prior to business school, Gloria was a research analyst for Holcim Trading, an international commodity trading house, where she covered the global building materials sector. She graduated in 2012 from Beijing Foreign Studies University with degrees in finance and English literature.

 
John Heidenreich (’17)

John Heidenreich is pursuing his MBA with specializations in finance and global management at UCLA Anderson. He is a co-founder of the new Social Venture Fund at Anderson and a fellow at the Center for Global Management. John has spent more than six years working within the capital markets arena, most recently as an associate intern for health care- and agricultural technology-focused private equity funds. As a project manager and consultant he advised global exchanges and asset managers on business strategy, mergers and acquisitions, and software development. John began his career as a derivatives trader at the Chicago Board of Trade, and led a company expansion to Frankfurt, Germany, managing a European options portfolio and trading team. John interned with Credit Suisse last summer in their investment banking division in Los Angeles and will be joining Rothschild’s M&A advisory practice upon graduation. He graduated with honors from Indiana University in 2008 with a degree in history.

 
Sam Kendrick ('17)

Sam Kendrick is pursuing his MBA with a specialization in finance/investment management at the UCLA Anderson School of Management. Prior to business school, Sam worked in the entertainment industry as an associate producer at Tinder Hill Productions, where he developed and wrote TV pilots for CBS, Amazon and TV Land with writer/producer Michael Borkow. His passion for value investing is what led him to Anderson, and this summer he will be working in equity research at Thornburg Investment Management. Sam graduated from Yale University in 2006.

 
Paige Kolesar (’17)

Paige Kolesar is pursuing an MBA with an emphasis in finance at UCLA Anderson. Prior to 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. Before being promoted to project manager, she completed Northern Trust’s Rotation Development Program, rotating through five front office and internal positions across the company. Last summer, Paige interned at Dimensional Fund Advisors in its financial advisor services group in Austin, Texas. She will be returning to Dimensional Fund Advisors in Santa Monica after graduation. Paige graduated from the University of Michigan, where she earned her B.A. in economics.

 
Charlie McMahon (’17)

Charlie McMahon is pursuing an MBA at UCLA Anderson with a specialization in finance and investment management. Prior to Anderson, Charlie worked for two years as a leveraged finance investment banking analyst at Jefferies & Company, where he supported multiple LBO, debt issuance and debt refinancing transactions. He then worked for four years as a management consultant at SSA & Company, where he led a long-term project at a global investment bank focused on mitigating regulatory risk. He spent his summer interning at Oaktree Capital in the portfolio construction and analysis group. Charlie graduated with a B.A. in economics and psychology from Claremont McKenna College in 2009.

 
Samuel Silverson (’17)

Samuel Silverson 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 director of the Anderson Investment Association. Last summer, Sam worked as an equity analyst on the U.S. value team at OppenheimerFunds. Prior to attending business school, Sam was a senior investment associate at Liberty Mutual Investments, where he conducted fundamental and macroeconomic research for the public equity group. Before Liberty Mutual, Sam worked in operations at GMO LLC and State Street. He graduated from Rutgers University in 2009 and was awarded the CFA designation in 2013.

 
Darius Wilsey (’17)

Darius Wilsey is pursuing his MBA with a concentration in finance/real estate at the UCLA Anderson School of Management. He is a member of the Investment Finance Association, and a VP of academics in the Anderson Real Estate Association. Over the summer, Darius worked in the consulting team at Green Street Advisors. Prior to attending Anderson, Darius worked as an FP&A analyst at GE Capital, where he was responsible for managing the strategic growth of the company’s industrial lending bank. Darius started his career at State Street in the global markets business; there he went through the company’s professional development program and afterward entered the strategy group, where he worked on initiatives to build out and reposition the company’s capital markets capabilities. Darius graduated cum laude from Northeastern University in 2010, and was awarded a CFA charter in 2014.

 

Student Investment Fund