FAME X

SATURDAY, NOVEMBER 3rD, 2018

8:00 AM - 4:00 PM

Annex I

SAN FRANCISCO STATE UNIVERSITY

1600 HOLLOWAY AVE, SAN FRANCISCO, CA 94132

At the FAME Annual Student Investment Conference, we discuss various matters in finance and business:

• Overview of international markets and their influence on one another

• Investment philosophies and strategies

• Overview of Commercial Real Estate

• Outlook on fundraising, deal flow and strategies in private equity

Our goal for the conference is to provide students and professionals valuable insight about the markets, the economy and investment opportunities from seasoned practitioners within the field.

Tickets are on sale on Eventbrite

http://famesf.eventbrite.com

$25.00 for Early Bird Tickets and $35.00 for Regular Admission

Email famepresident.sfsu@gmail.com for group discount inquiries.

Tentative ITINERARY

·  Breakfast: 8:00 am – 9:00 am

·  Global Markets Panel: 9:00 am – 10:00 am

  • Moderator: Dr. Chris Yost-Bremm

    Panelists:

  • Kathleen Houssels, Global CIO of AXA IM Rosenberg Equities

  • Alison Shimada, Senior portfolio manager and Head of the SF Global Emerging Markets Equity team at Wells Fargo Asset Management (WFAM)

·  Commercial Real Estate Panel: 10:10 am – 11:10 am

  • Moderator: Kathy Mattes, Real Estate Consultant

    Panelists:

  • Roger Snell, CIO at Veritas Investments

  • Scott Pertel, Senior Managing Director and Co-Office Head at HFF

  • Mark Carlson, Managing Director at Stockbridge

·  Fireside Chat with Andy Rachleff: 11:20 am – 12:20 pm

  • Moderator: Ted Janus, Principal at J Capital

  • Panelist:

    Andy Rachleff, CEO and Founder of Wealthfront

·  Lunch: 12:30 pm – 1:30 pm

·  Fixed Income Panel: 1:35 am – 2:35 pm

Panelists:

  • Miguel Cota, Multi Asset Trader at BlackRock

  • Niklas Nordenfelt, Managing Director and Co-Head of US High Yield at Wells Fargo Asset Management

·  Private Equity Panel: 2:40 pm – 3:40 pm

  • Moderator: Ron Warrington, Managing Partner at Sandy Hill Ventures LLC

    Panelists:

  • Kelly DuPonte, Managing Director at Probitas Partners

  • Matt Blodgett, Managing Director at Vector Capital

  • Victor Masaya, Managing Director at Presidio Investments

·  Closing Remarks: 3:45 pm – 3:55 pm 

·  Conference ends at 4:00 pm