2017 UCLA Anderson Fink Center for Finance & Investments Stock Pitch Competition. Participant Information Packet February 10, 2017

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1 2017 UCLA Anderson Fink Center for Finance & Investments Stock Pitch Competition Participant Information Packet February 10, 2017

2 Competition Overview Hosted by the Laurence and Lori Fink Center for Finance & Investments, the UCLA Anderson Stock Pitch Competition attracts top MBA students interested in pursuing a career in investment research or asset management. Stock pitches are conducted in teams of two to four students before a distinguished panel of industry professional judges. Teams will compete for $12,500 in cash prizes. About the Fink Center for Finance & Investments The Laurence and Lori Fink Center for Finance & Investments strives to bridge the gap between academic theory and industry practice. The Center sponsors research, teaching, and the application of financial knowledge in the global corporate and investment communities. The Fink Center s mission is to connect students, alumni, faculty, and the investment community to transform fundamental knowledge into applicable practices that benefit today s global economy. The Fink Center was endowed by Larry Fink, Chairman and CEO of BlackRock, in Mr. Fink currently serves as Chairman of the Fink Center Board.

3 2017 Participating Schools Columbia Business School Cornell University Johnson Graduate School of Management Ivey Business School, Western University NYU Stern School of Business Northwestern University Kellogg School of Management Stanford Graduate School of Business Tepper School of Business, Carnegie Mellon University Tuck School of Business, Dartmouth UCLA Anderson School of Management University of Chicago Booth School of Business USC Marshall School of Business UVA Darden School of Business

4 2017 Judges Casey Borman, Founder Borman Capital Iman Brivanlou, PhD, Managing Director and Head of Income Equities Trust Company of the West (TCW) Jerry Klein, Managing Director, Wealth Management Merrill Lynch Melvin Lindsey, Founder and Managing Partner Nile Capital Group Todd Lowenstein, Managing Director, Director of Research, Senior Portfolio Manager HighMark Capital Management Rod Rehnborg, Partner Marshall Wace Brian Sterz, Senior Client Advisor Miracle Mile Advisors George Tharakan, Portfolio Manager Alamar Capital Management Chris Wright, Portfolio Manager Kayne Anderson Rudnick

5 Keynote Speaker: Ray Kennedy Portfolio Manager, Hotchkis & Wiley Capital Management In his role as portfolio manager, Mr. Kennedy plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of all High Yield bond portfolios and represents the strategy to current and prospective clients. Prior to joining the firm, Mr. Kennedy was a Managing Director, portfolio manager, and senior member of PIMCO s investment strategy group. At PIMCO, he headed the global high yield business along with managing and overseeing High Yield funds, bank loan trading and collateralized debt obligations. Mr. Kennedy was formerly associated with the Prudential Insurance Company of America as a private placement asset manager where he was responsible for investing and managing a portfolio of investment grade and high yield privately placed fixed income securities. Prior to that, he was a consultant for Andersen Consulting (now Accenture) in Los Angeles and London. Mr. Kennedy, a CFA charterholder, was nominated for Morningstar s 2010 Fixed Income Manager of the Year. He received his BS from Stanford University and MBA from the Anderson School of Management at the University of California, Los Angeles.

6 Schedule February 10, 2017 Event Time Location Registration and Lunch 11:30 a.m. 12:15 p.m. Executive Dining Room (B208) Round 1 Pitches 12:30 3:00 p.m. B313, C301, D313 Keynote 3:15 4:15 p.m. Executive Dining Room (B208) Round 1 Winners Announced 4:20 4:25 p.m. Executive Dining Room (B208) Round 2 Pitches 4:35 6:45 p.m. D313 (open to audiences) Awards Ceremony and Reception/Dinner 7:00 8:30 p.m. Fowler Museum at UCLA, Davis Courtyard Teams will be assigned their Round 1 presentation time and room location the morning of the competition. Breakout room assignments and times will also be given for teams to practice. The Bloomberg lab will be open to all teams in Rosenfeld Library, room E305.

7 Technology Information The Bloomberg lab will be open to all teams in Rosenfeld Library, room E305. A password is needed to log on to a computer and then on to the Bloomberg application. To access a computer: Username: bloombergguest Password: +?phleauip To access Bloomberg: Username: FINKSP Password: stockpitch17 These accounts will only work on February 10, Wifi is public: UCLA Web

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9 Contact Information Samuel Silverson Paige Kolesar Timothy Van Harmelen John Bay President, Anderson Investment Association Gloria Fan Alexander Kua Janelle Zhu Jose Plehn-Dujowich Faculty & Executive Director, Fink Center for Finance & Investments

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