Investment Management Panel



Scott Radell ‘92 +

Scott Radell ‘92

BlackRock

Scott Radell, Managing Director, is the Head of San Francisco Core Portfolio Management (Core PM) within Systematic Fixed Income, responsible for the management and oversight of all the Americas Index, iShares, and model based active fixed income funds. Mr. Radell's service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Before founding the Portfolio Solutions Group, he was a portfolio manager responsible for BGI's active investment grade long-only and long/short cross-over portfolios. Prior to joining BGI, Mr. Radell served for over seven years as an analyst for corporate bond and Commercial Mortgage Backed Securities for Morgan Stanley Investment Management. Mr. Radell began his career as a fixed income client service and mortgage analyst at BARRA.

Alan Solursh ‘89 +

Alan Solursh ‘89

Morgan Stanley

Alan Solursh is a Managing Director and Financial Advisor with offices in both Beverly Hills and Woodland Hills. He and his team provide advice and counsel to a range of high net worth families, corporate executives, entertainment industry professionals, retirees, small business owners, foundations and endowments. Alan also is a member of Morgan Stanley Global Sports & Entertainment, a group dedicated to serving the complex needs of athletes, entertainers and top executives in the fields of sports and entertainment. Leveraging his extensive background and experience in behavioral finance, Alan takes the time to educate his clients on the emotional challenges of wealth management, and designs tailored strategies to help clients meet their goals.

Jeff Witt +

Jeff Witt

Private Asset Management

Jeff Witt CFA CIPM serves as the Chief Investment Officer at Private Asset Management, Inc. In this role, Mr. Witt oversees the company’s investments process, global economic and financial analysis, asset allocation, and risk management of the firm’s portfolio. Prior experience has included working as a Senior Financial Analyst/Economist in the municipal bond arena for the City of San Diego and as an Equity Analyst for the investment bank Hanifen Imhoff. Mr. Witt graduated cum laude from the University of Colorado at Boulder with a B.A. in Economics and a B.A. in Philosophy of Law. He holds the Chartered Financial Analyst (CFA), the Certificate of Investment Performance Measurement (CIPM), and Certified Financial Planner (CFP) designations. Mr. Witt is regularly quoted in national and international business publications, including the Wall Street Journal, MarketWatch and other major news outlets.

Emmy Sobieski, ‘88 +

Emmy Sobieski, ‘88

Nicholas Investment Partners, DIGITA

Emmy Sobieski‘s two decades of research experience in finance, investments and innovative technologies provides investors and companies insights on competing in a rapidly changing world. As the CIO; Head of Customer Innovation of DIGITA, a software company for private markets asset managers, she is versed in strategizing on business use cases at the intersection of machine learning, distributed ledger technology (blockchain), and next-generation Fintech trends powering the digitization of private markets. Emmy’s buy side experience includes working for investment firms representing diverse growth strategies and asset size. She also brings decades of experience in commercial real estate transactions, land management and alternative energy projects. Emmy has focused on emerging and developing technologies for 24 years over a broad spectrum of fund sizes. Emmy is also the advising senior technology analyst at Nicholas Investment Partners, a San Diego RIA with $1.5B+ in AuM. She served as the VP and Sr. Director of Oppenheimer Funds, a leading global asset management firm with $249B AUM, where she provided technology research for the $32B in mid and large cap growth managers’ funds and convertibles bond funds.

Lu Yu +

Lu Yu

Allianz

Ms. Yu is a portfolio manager and a managing director with Allianz Global Investors, which she joined in 2003. She has portfolio-management and research responsibilities for the Systematic team. Ms. Yu has 16 years of investment-industry experience. She was previously a risk analyst for Provident Advisors LLC. Ms. Yu has a B.S. from Nanjing University, China, and an M.S. from the University of Southern California and the National University of Singapore. She is a CFA charterholder and was formerly president of the CFA Society San Diego.



Consulting Panel



Todd Johnson, PhD ‘12 +

Todd Johnson, PhD ‘12

The Boston Consulting Group

Todd Johnson, Project Leader, Los Angeles, joined BCG in 2015. Todd earned his PhD in Bioengineering from UCSD and graduated from Tulane University summa cum laude with a BSE in Biomedical Engineering. Prior to joining BCG, Todd was a graduate student researcher working on developing cardiovascular regenerative medicine therapies. At BCG, he has primarily worked within the healthcare space over a range of strategy topics including mergers & acquisitions, commercial capabilities, organization transformations, and market growth. His work has focused on advising executives of Fortune 500 companies including biopharma, biotech/medtech, healthy systems and health insurance companies. In his free time he enjoys playing viola, working out, traveling, and going out to eat.

Brett Mauer ‘07 +

Brett Mauer ‘07

Accenture

Brett Maurer is a strategy consultant currently serving as an executive within Accenture Strategy’s Mergers & Acquisitions practice. In this role, he partners with Fortune 500 companies on mission-critical growth strategy and M&A initiatives, such as large mergers, strategic due diligence assessments, joint ventures, and corporate venture investments. His work is mostly focused within the energy and high-tech industries. Prior to his current role, Brett worked as a small business entrepreneur and as a management consultant at a boutique firm before earning his MBA at the University of Chicago's Booth School of Business. Brett graduated UCSD in 2007 with a major in Economics and a minor in History. While at UCSD, Brett was a member of the men’s soccer team, studied abroad at the University of Hong Kong, and was an active member in the Undergraduate Investment Society. Brett currently lives in Los Angeles with his wife, Michelle, and daughter, Farah.

John Nguyen ‘09 +

John Nguyen ‘09

PWC

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

Jono Anderson ‘95 +

Jono Anderson ‘95

KPMG

Jono Anderson is a Partner at KPMG based in San Diego in their Global Strategy Group specializing in growth and innovation strategy for companies in the aerospace & defense, automotive, transportation and other industrial manufacturing sectors. Jono has over 20 years of experience providing strategic growth and innovation solutions to companies with highly engineered products and services. Jono has advised clients in Automotive, Aerospace, Defense, Transportation sectors. Jono is a former researcher and engineer focusing on real-time autonomous systems and the associated navigation, guidance and sensor technologies. He has extensive experience working with sensor / signal information and underlying data fusion, exploitation, and analysis challenges. Prior to joining KPMG, Jono was a Partner at Strategy&, formerly Booz & Company and formerly Booz Allen Hamilton and prior to that at BAE Systems working in their advanced research & technologies group. Before starting his professional career, Jono was a researcher at Scripps Institution of Oceanography helping to develop tectonic maps of the ocean sea floor using space-based radar altimetry.



Entrepreneurship/Venture Capital Panel



Deb Bronston-Culp '80 +

Deb Bronston-Culp '80

Parity Partners

Deb joined Parity Partners as the COO/CFO after being involved as a Parity Pod Leader since the program’s inception. Deb is also a Managing Partner and co-founder of Samothrace Partners, which invests in early-stage companies with a diverse management team. She earned her angel-investor wings as a Managing Director and co-head of Enterprise Technology at Golden Seeds. Deborah has amassed a career spanning 25+ years on Wall Street. Deborah 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 also serves on advisory boards of several portfolio companies and mentors entrepreneurs.

Frank Mora +

Frank Mora

HCAP Partners

Frank joined HCAP Partners in February 2013, and is responsible for originating, structuring, closing and monitoring portfolio investments. He is currently a board observer or actively involved in Paragon Technology, Baked In The Sun, PriMetrica, Burke Williams, and Progistics Distribution. Prior to joining HCAP Partners, Frank was with DBI Capital, a Southern California based lower middle market private equity buyout group. Frank joined DBI in 2006 where he was responsible for sourcing and structuring investment transactions, including co-investments into two HCAP Partners portfolio companies. Before joining DBI, Frank was a Vice President in the Fixed Income Capital Markets team at Citigroup specializing in Private Placements. Prior to joining Citigroup, he was an officer in the Venture Capital team within the Economic Development Bank for Puerto Rico. Frank holds a B.S. in Economics from the Wharton School of the University of Pennsylvania with a dual concentration in Accounting and Finance and an M.B.A. from Columbia Business School.

Vignesh Ravikumar ‘12 +

Vignesh Ravikumar ‘12

Sierra Ventures

Vignesh joined Sierra in 2013 after the completion of an internship at AGC Partners, a Boston-based investment bank. Prior to that, he graduated from UC San Diego in August 2012. During his time there, 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. Outside of UCSD, Vignesh completed internships at Wipro Technologies, a large, publicly traded IT firm and at Kotak Mahindra, one of the largest private banks in India. Vignesh holds a B.S. in Management Science (cum laude) and a Minor in Math.

Ryan Hodson +

Ryan Hodson

Kodiak Capital

Mr. Hodson’s credentials include raising capital and advising clients for Laidlaw & Co in private equity and hedge fund investments. His broad-based career spans the capital markets as a commodities trader for Iowa Grain, a financial analyst for Lincoln Financial and most recently Managing Director of New York Consulting Group - a private equity fund specializing in special situations investments. Mr. Hodson brings an arsenal of strategic relationships to Kodiak. His years of Regulation D investing and experience in the broader capital markets afford him a unique skill set in identifying key investment opportunities for Kodiak. Mr. Hodson attended Becker College and Bentley University and earned his degree in business administration with a concentration in finance.



Investment Banking Panel



Armin Kohan ‘15 +

Armin Kohan ‘15

Jefferies

Armin is an investment banking analyst in the Technology group at Jefferies, covering the software, internet, mobility and semiconductor verticals. Prior to Jefferies, Armin worked in the Consumer & Retail Group at Capstone Headwaters, a middle-market investment bank, focusing on buy-side and sell-side M&A transactions. Armin has completed numerous M&A, equity, and leverage finance assignments for his clients, including Compuware, Dynatrace, Purple Innovation, SolarWinds, and Wawona Packing. Prior to Headwaters, Armin worked at Bainbridge Capital, where he sourced proprietary investment opportunities on behalf of private equity, corporate strategic, and family office investors. Armin received a bachelor of science in Management Science from the University of California, San Diego and is currently based in San Francisco, CA.

Barry Ripley ‘08 +

Barry Ripley ‘08

Qatalyst Partners

Barry joined Qatalyst in April 2018. He was previously with Citigroup’s Technology Investment Banking team in San Francisco, California. Barry grew up in the Bay Area and received his B.S. in Mechanical Engineering from the University of California, San Diego, M.S. in Engineering from the University of California, Los Angeles and M.B.A. from UCLA’s Anderson School of Management. Prior to his move to Investment Banking, Barry served as an engineering project manager and mechanical engineer at Northrop Grumman Corporation.

Lauren Edgerton ‘07 +

Lauren Edgerton ‘07

Wells Fargo Securities

Lauren Edgerton is a vice president in the Healthcare Investment Banking group at Wells Fargo Securities. She joined Wells Fargo Securities in 2015 and works with companies focused on medical devices and life science tools and diagnostics. She works with companies of all sizes, ranging from pre-revenue to $100+ billion in market cap. Lauren is involved in the execution of a broad range of debt and equity capital raising, acquisition financing and public and private buyside and sellside advisory transactions for her clients. Lauren also served as the analyst and associate staffer from 2016-2019 and continues to be actively involved in recruiting and mentoring initiatives for the group. Prior to joining Wells Fargo Securities, Lauren was an associate director at UBS in New York, focused on providing liquidity options for private equity sponsors. Before that, she worked in a variety of roles in private equity, investment banking and asset management in New York, Los Angeles and San Francisco. Lauren earned a B.A. in mathematics from the University of California at San Diego and a Masters in Financial Engineering from the UCLA Anderson School of Management. She is also on the board of Foxcroft School, an all-girls boarding school in Virginia.

Joel Weinstein +

Joel Weinstein

RA Capital Advisors

Joel Weinstein is a Managing Director with RA Capital Advisors. Mr. Weinstein has more than 15 years of experience in investment banking advising public and private companies on mergers, acquisitions, capital raises, financings and strategic advisory assignments. Mr. Weinstein was a founding partner of W Partners, where he led the execution of the firm’s mergers & acquisitions advisory practice across all industries including the consumer, healthcare, industrials and technology sectors. Prior to co-founding W Partners, Mr. Weinstein was a Vice President with RA Capital Advisors and before that was with PricewaterhouseCoopers’ Assurance and Business Advisory group where he joined the Technology, InfoComm and Entertainment practice, first in New York and then in San Diego. Mr. Weinstein regularly serves in advisory and board positions for private companies, industry organizations and nonprofit organizations. He earned his bachelor’s degree in finance and master’s degree in accounting from Tulane University’s A.B. Freeman School of Business with honors. Mr. Weinstein is a Chartered Financial Analyst (CFA), Certified Public Accountant (Inactive) in the State of California, and a FINRA-registered securities representative.