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Undergraduate Investment Society
March 11th, 2017
12th Annual Financial Horizons Conference
UCSD Undergraduate Investment Society Presents
Undergraduate Investment Society 2
12th Annual Financial Horizons Conference
Introduction
The Financial Horizons
Conference is free for
undergraduates across the
country to attend. It brings
together hundreds of
professionals, students and
alumni. The Conference is
UCSD’s premier educational
and networking event for
students looking to broaden
their financial knowledge
and create lasting
connections with some of
business’s thought leaders
Students will have the
opportunity to network with
speakers and alumni
Panels:
o Investment Banking
o Venture Capital /
Entrepreneurship
o Investment Management
o Consulting
o Executive Women
Undergraduate Investment Society 3
Pre-Conference Event – March 10th
The Genuine Professional: Creating Your Authentic Brand
Executive Coach: Mitch Simon
The Pre-Conference event is dedicated to help prospective attendees improve their networking skills in a short amount of time so that they can make meaningful connections on the following day. This year, we are thrilled to have Mitch Simon, a UCSD alumni who has more than 20 years of executive experience in strategic planning, marketing and leadership development at Fortune 500 companies, to share his tips on creating authentic personal brand and using it properly to make impactful interactions
No registration is required
Date: March 10th
Time: 6:00 – 8:00 PM
Location: Rady School of Management, Otterson Hall 1S113
More about the event
o https://www.facebook.com/events/1406926549380685/?notif_t=plan_user_invited¬if_id=1487757594898068
In 2002, as the former Director of Strategic Planning
at Nokia, Mitchell Simon launched the Simon
Leadership Alliance, now recognized as a top ten
Corporate Training company in San Diego. Through
cutting-edge executive coaching, training, and
retreats, the Simon Leadership Alliance makes a
significant impact to the leadership,
communications, and strategic execution of
executives, executive teams, and entrepreneurs
Mitchell Simon co-wrote the book, "The Trusted
Advocate“. He is on staff at the Global Institute for
Leadership Development. He is also a keynote
speaker throughout the United States, and performs
live comedy in San Diego, California. Mitchell
graduated with a J.D., M.B.A. from the University of
California, Los Angeles and a B.A. in Economics
from the University of California, San Diego
Pre-Conference
Undergraduate Investment Society 4
12th Annual Financial Horizons Conference
Conference Speakers & Schedule
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Rady School of Management, March 11th
Schedule Speakers Company Position
8:15 - 8:50 AM Registration & Breakfast
9:00 - 10:00 AM Opening Keynote Joseph Edelman Perceptive Advisors Chief Executive Officer
Location: Beyster Auditorium, Rady
10:10 - 11:10 AM Venture Capital / Private Equity / Entrepreneuership Vincent Phillips Income& Chief Technology Officer
Location: Beyster Auditorium, Rady Vignesh Ravikumar Sierra Ventures Associate
Tiffany Stone Menagerie Founder
10:10 - 11:10 AM Consulting John Nguyen PwC Management Consultant
Location: Wells Fargo Hall 1N108, Rady Alex Shin EY Senior Consultant
Mark Nelson Sempra Energy Regional Vice President
Meena Tafazzoli ZS Associates Business Analyst
11:10 - 11:50 PM Midday Keynote Ashvin Bachireddy Geodesic Capital Co-Founding Partner
Location: Beyster Auditorium, Rady
12:00 - 12:45 PM Networking Lunch with Speakers, Panelists & Alumni
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12th Annual Financial Horizons Conference
Conference Speakers & Schedule (Cont’d)
Rady School of Management, March 11th
Schedule Speakers Company Position
12:45 - 1:45 PM Investment Management / Wealth Management Ralph Ho Sequoia Capital Global Equities Chief Operating Officer
Location: Wells Fargo Hall 1N108, Rady Wyatt Wachtel York Capital Managing Director
Curt Biren Kayne Anderson Senior Vice President
12:45 - 1:45 PM Executive Women's Panel Deb Bronston-Culp Samothrace | Morgan Stanley Managing Partner
Location: Beyster Auditorium, Rady Sara Orr Verizon Wireline Chief Financial Officer
Wendy Kim Goldman Sachs Senior Analyst
Lauren Edgerton Wells Fargo Senior Associate
1:45 - 2:45 PM Investment Banking / Corporate Finance Melody Jones Strata-visory Managing Director
Location: Beyster Auditorium, Rady Victor Ng Goldman Sachs Managing Director
David Cubeta RA Capital Advisors Associate
Barry Ripley Citi Associate
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12th Annual Financial Horizons Conference
Keynote Speakers
Opening Keynote: Joe Edelman Midday Keynote: Ashvin Bachireddy
Mr. Edelman founded Perceptive Advisors, LLC in
1999. Previously, he was Senior Analyst at Aries
Fund, a Paramount Capital Asset Management
biotechnology hedge fund, from November 1994
through December 1998. Prior, Joe was Senior
Biotechnology Analyst at Prudential Securities for
four years. He started his career in the healthcare
sector of the securities industry as Biotechnology
Analyst at Labe, Simpson. Joe earned an M.B.A.
from New York University and a B.A., magna cum
laude, in psychology from the University of
California, San Diego
Perceptive Advisors:
o Founded in 1999, Perceptive Advisors is focused
on supporting the progress of the life sciences
industry by identifying opportunities and directing
financial resources to the most promising
technologies in healthcare
o Perceptive manages approximately $2 billion
across its strategies and has a long and
successful track record
Mr. Ashvin Bachireddy is a Co-Founding Partner
and General Partner at Geodesic Capital. He was a
Partner and Head of Growth Stage Investing at
Andreessen Horowitz since 2010. He led growth
stage investing for Andreessen Horowitz. Mr.
Bachireddy was a Senior Associate at Lightspeed
Venture Partners. He joined Lightspeed in 2009 and
focused primarily on investments in the areas of
software applications. He began his career as an
Analyst at Citigroup in their Public Finance
Investment Banking Group. He received a B.S., with
honors, in Management Science from the University
of California, San Diego
Geodesic Capital:
o Launched in May 2015, Geodesic Capital
supports U.S.–based entrepreneurs building
transformative technology companies
o Investments include:
– Airbnb
– Uber Technologies
– Snapchat
Undergraduate Investment Society 7
12th Annual Financial Horizons Conference
Venture Capital, Private Equity & Entrepreneurship Panel
Vincent is the Co-Founder and Chief
Technology Officer of Income&, which
specializes in fixed income
investments. Vincent has over 17
years of experience building fin-tech
enterprises with an emphasis on
portfolio accounting and trading
systems. He built the world’s first web
trading system for Schwab.com and
launched first-of-their-kind tech
platforms including Copart Mobile,
CyberTraderPro, and eSchwab
He received a B.A. in Economics from
the University of California, San Diego
Vincent Phillips | Chief Technology Officer
Vingesh is an associate at Sierra
Ventures where he focuses on
investments in SaaS, Big Data,
Security, AI/Machine Learning,
Marketplaces, and Robotics. Vingesh
graduated from UC San Diego in
August 2012
During his time at UCSD, Vignesh was
involved in a number of organizations
including the Undergraduate
Investment Society and the UCSD
Student Foundation Endowment Fund.
He also participated in academic
competitions such as the CFA
Research Challenge
Vignesh Ravikumar | Associate
Tiffany Stone is the CEO and Co-
founder of Matter Ventures-backed
Menagerie. She has led the online and
offline growth of SOLS, helping
generate the first $50,000 in consumer
revenue, and has helped the world’s
largest 3D printer network, 3D Hubs,
accelerate platform adoption in the
U.S. Early in her career, she
performed business and intangible
asset valuations on companies across
a range of industries, as well as valued
the investment portfolios of private
equity and hedge funds
Tiffany continues to advise BrightEyes,
the organization she founded to
empower UCSD student
entrepreneurs. To date, 1 out of 3
BrightEyes Scholars have raised
capital for their startup and collectively
have raised around $2 million. She is
also an advisor to UCSD’s Basement
Accelerator
Tiffany Stone | CEO & Founder
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12th Annual Financial Horizons Conference
Consulting Panel
Alex Shin | Senior Consultant
John Nguyen is currently working as a PwC
management consultant in the M&A practice supporting
Fortune 500 and Private Equity clients in healthcare
including the pharmaceuticals and life sciences
industries. John previously worked at BD (formerly
CareFusion) as a senior financial analyst
John received his M.B.A degree from Marshall School of
Business at the University of Southern, California. John
earned his B.A. in Economics from the University of
California, San Diego
Alex is a senior consultant at EY with focus on financial
industry in Los Angeles. Prior, Alex served as an
advisory analyst in EY in San Francisco
Alex was the Vice President of Internal of Undergraduate
Investment Society at University of California, San
Diego. He was also part of Undergraduate Accounting
Society and Korean American Student Association. John
received a B.A. in Economics from the University of
California, San Diego
Mark Nelson | Regional Vice President
Mark Nelson serves as the Regional Vice President for
National Government Affairs at Sempra Energy at San
Diego. He is a board member for the San Diego County
Taxpayers Association and St. Augustine High School
Meena Tafazzoli | Business Anlayst
Meena Tafazzoli is a business analyst at ZS Associates.
Prior, she worked at Caliber Advisors as a valuation
analyst. Meena was a teaching assistant at Rady School
of Management. She received a B.S. in Management
Science from the University of California, San Diego
John Nguyen | Management Consultant
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12th Annual Financial Horizons Conference
Investment Management & Wealth Management Panel
Ralph Ho | Chief Operating Officer
For over 20 years, Ralph Ho has had a very successful career as a finance executive. He is currently the Chief Operating Officer of Sequoia Capital, one of the Silicon Valley’s most prominent venture capital firms with over $10 billion assets under management. Prior to Sequoia Capital, he was the Chief Operating Officer for the hedge fund and investment management firm Clarium Capital Management. Previously, Mr. Ho served as Vice President of Finance and Treasurer of PayPal for three years and also as President of PayPal Asset Management for four years. He was also Vice President and Assistant Treasurer for Bank of America Securities for almost 5 years
Ralph is a CFA charter holder. He received his B.S. in Management Science from the University of California at San Diego.
Mr. Wyatt Wachtel serves as a Managing Director
of York Capital Management ("York"). Prior to
joining York, from June 2012 to January 2015,
Mr. Wachtel provided advisory services to York
through a consulting agreement via Solana
Capital Management, LLC, which he was the
Sole Member. He focuses on structured credit
investments, sub-performing mortgages, bank
loans and other distressed opportunities. Prior to
joining Solana Capital, he served as a Senior
Portfolio Analyst at Highland Capital
Management, specializing in distressed
investments and special situations. He also
served as a Senior Associate in Private Finance
at Allied Capital, and an Associate at Bank of
America Securities, and an Associate in the
Asset Securitization division of first Union
Securities. He has been Director of Rokwader
Inc., since 2015
Mr. Wachtel received a B.A. in Political Science
at the University of California, an M.B.A. from the
Goizueta Business School at Emory University,
and J.D. from the Emory School of Law
Wyatt Wachtel | Managing Director
Curt Biren serves as a Senior Vice President at Kayne Anderson Rudnick Wealth Advisors since 1999. He is a member of the Investment Management Consultants Association, CFA Institute, the CFA Society of Los Angeles, and the Financial Planning Association. He is also a 2011-2013 Five-Star Wealth Manager by Los Angeles magazine, a title only awarded for those with the best overall satisfaction, Certified Private Wealth Advisor® professional and an Accredited Investment Fiduciary®. Prior to working at Kayne Anderson Rudnick, he worked as a financial advisor at Sanford C. Bernstein & Company
He received a Bachelor of Arts at University of California, San Diego
Curt Biren | Kayne Anderson
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Executive Women’s Panel
Sara Orr | Chief Financial Officer Deborah Bronston-Culp amassed a career spanning 25+ years on
Wall Street. She is a Managing Partner at Samothrace Partners as well as an MD and Co-head of Enterprise Technology at Golden Seeds. She invests in early-stage companies, serves on boards and mentors entrepreneurs. She was a Managing Director and Deputy Director of Equity Research at Morgan Stanley. Prior to that, Deborah led Equity Research at NatWest Securities (US). She spent 15 years at Prudential Securities where she managed and trained Equity Research analysts and was a top ranked consumer analyst for each of the 7 years she followed stocks
Deborah is a Trustee of UC, San Diego, a member of its investment committee and serves on the Economic Leadership Council at UCSD. She received a B.A. in Economics from the University of California, San Diego
Sara Orr is currently a Senior Vice President of Finance and the
CFO of Verizon wireline. With more than 20 years of
telecommunications and technology experience, she is focused on
financial and operational leadership across multiple business units
within the organization. She worked with a wide cross-section of
business units to conduct financial forecasting and strategy for
Verizon that allows for proper planning and management across
multiple disciplines
She received an M.B.A in Accounting from National University and a
B.A. in Applied Economics from the University of California, San
Diego
Wendy Kim | Senior Analyst
Wendy Kim is a Wealth Management Professional in the Investment
Management Division of Goldman Sachs & Co. She is responsible
for client relationship management and account maintenance.
Wendy earned a B.A. in the Study of Religion from the University of
California, San Diego. She also studied Ancient Mediterranean
Religions at the University of North Carolina at Chapel Hill before
beginning her career in the financial services industry. Prior to
joining Goldman Sachs, Wendy worked at Centerbridge Partners in
New York City. She is passionate about environmental causes and
is an avid golfer
Lauren Edgerton | Wells Fargo
Lauren is a senior associate at Wells Fargo Securities San Francisco office where she focuses on healthcare investment banking. Prior to joining Wells Fargo Securities, Lauren served as an associate director at UBS New York office for two years. Previously, Lauren was an associate and senior analyst at Paul Capital Partners. She also worked as an investment banking summer analyst within the public sector and infrastructure group at Goldman Sachs.
Lauren received her M.S. in Financial Engineering from The Anderson School of Management at the University of California, Los Angeles. Lauren earned her B.A. in Mathematics from the University of California, San Diego
Deb Bronston-Culp | Managing Partners
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12th Annual Financial Horizons Conference
Investment Banking Panel
Victor Ng | Managing Director
Melody Jones is a founder and managing director at Strata-
Visory which provides mergers & acquisitions strategy and
advisory services to its clients. Prior, She worked as an
independent strategic & finance consultant reporting to C-
level executives and assisted Marin Software in preparing for
its IPO in March 2013. Melody previously served as a director
in the investment banking division for Robert W. Baird & Co.
Upon receiving her M.B.A degree from the Wharton Business
at the University of Pennsylvania, Melody worked as an
investment banking associate for J.P. Morgan’s Technology,
Media & telecommunications
Victor is a managing director at Goldman Sachs and has
been with the firm since 1995. He is a board member of
Global Association of Risk Professionals. Prior to joining
Goldman Sachs, he worked as an Economist for International
Monetary Fund. From 1989 to 1994, he served as an
assistant professor at the University of Michigan
Victor received his Ph.D. in Economics in from the University
of California, San Diego in 1989. He earned his B.A. in
Economics from the Chinese University of Hong Kong
David Cubeta | Associate
Dave Cubeta is currently an associate at RA Capital Advisors, a San Diego based boutique investment bank that specializes in mergers and acquisitions, private financings, shareholder matters, restructurings, and crisis situations for middle market and Fortune 500 companies. Prior to RA Capital Advisors, Dave was an associate for Cabrillo Advisors, another San Diego based firm that provides investment banking and other financial advisory services for the tech, life sciences and social media sectors. Dave began his career as at Pricewaterhouse Cooper as an auditor. He was also a professor in the accounting department at San Diego State University up until 2012
Barry Ripley | Associate
Barry is an associate at Citigroup San Francisco office where he focuses on investment banking within the technology space. Prior to joining Citigroup, Barry served as an engineering project manager and a mechanical engineer at Northrop Grumman Corporation
Barry received his M.B.A. degree from Anderson School of Management at the University of California, Los Angeles, and his M.S. in Mechanical Engineering from the University of California, Los Angeles. Barry earned his B.S. in Mechanical Engineering from the University of California, San Diego
Melody Jones | Founder & Managing Director
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RSVP
Registration
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Facebook Event Page
Email: [email protected]
Website: uisucsd.com
Contact
Undergraduate Investment Society 13
12th Annual Financial Horizons Conference
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