Speakers

Adam Roston Microsoft Corporate Development Presents Corporate Development, Alumni Panel	Adam graduated from UCSD in 2003 with a double major in Economics and Philosophy. After college, he spent two years in London and one year in Palo Alto working in Merrill Lynch’s Investment Banking Group. After Merrill Lynch, Adam moved to Seattle and has been in Microsoft’s Corporate Development Group for the last two years.
Carma Wallace Nicholas Applegate Capital Management Presents Quant Investing	Carma Wallace, CFA, is currently a Vice President, Portfolio Manager for the Systematic team at Nicholas Applegate Capital Management working on several products including systematic small, 130/30, SMID and market neutral strategies. The firm’s client base consists of mostly large, institutional separate accounts. She joined Nicholas Applegate in 1999 and became a CFA charterholder in 2002. She earned an MS and BS from University of California, Davis.
Eric Darwin Lehman Brothers Presents Investment Banking	Eric graduated from the UCSD in 2005 with a BA in Economics and Political Science. Currently Eric is a first year analyst in the Global Media/Internet Investment Banking Group at Lehman Brothers, where he analyzes strategic alternatives, performs financial analysis and manages deal processes on equity, debt and M&A transactions involving companies in the internet space. Prior to joining Lehman, Eric was an analyst at BCC Capital Partners, a boutique Investment bank in Irvine. While at BCC, Eric’s responsibilities included providing support for M&A assignments, capital-raising activities, ESOP structuring & analyses, as well as valuation and fairness opinion assignments.
Kelly B. Nilsson, CFP John Hancock Annuities Presents Wealth Management	Kelly has over 15 years of experience in the financial services industry.  Currently she is currently Regional Vice President  for John Hancock Venture, where she is responsible for variable annuity sales throughout Southern California. A graduate of Mount Holyoke College with a BA in International Relations, Kelly also holds her Series 6, 7, 63, 65, 24 licenses and is a Certified Financial Planner.  When she is not assisting financial advisors and investors with retirement planning matters, Kelly enjoys spending time with her family: husband, Martin; son, Sebastian; and their German Shepherd, Maestro.
Naqi Jaffery Transamerica AEGON Presents Actuary Session	Naqi Jaffery is an Actuarial Student with AEGON Transamerica in Los Angeles, CA. He works in the Product Technical Support department providing support on product design and systems for the Universal Life Insurance segment of Transamerica’s Life Insurance Portfolio. He graduated from UCSD with a BA in mathematics.
Machel Allen, CFA Brandes Investment Partners Value/Behavioral Investing	Machel is the Portfolio Strategies Manager at Brandes Investment Partners. She oversees product management and new product development for Brandes’ equity and fixed income portfolios, as well as business strategy research. Machel also serves as a research member of the Brandes Institute staff, a division of the firm that investigates potential opportunities arising from the influence of behavioral and structural factors on global investing. Before joining Brandes, she worked as an equity analyst with a prominent New Jersey-based investment counseling firm. Prior to that, Machel worked as an institutional investment consultant. She graduated cum laude, earning her BBA in finance/investments from Georgia State University (GSU). Machel earned her MBA from The Robinson School of Business at GSU. She is a current member and board director of the CFA Society of San Diego. Machel has 14 years of investment experience.
Nils Clark Wells Fargo, Financial Consultant, Assistant Vice President Alumni Panel	As part of Wells Fargo Private Client Services, Mr. Clark works with clients to develop their portfolios, consider tax liabilities and improve diversification with a range of powerful brokerage strategies. Prior to joining Wells Fargo, Mr. Clark was a Financial Consultant at Merrill Lynch in San Diego for 2 years, where he specialized in working with high net-worth clients locally and internationally. He has been in the Investment and Financial Services industry for nearly 10 years. Mr. Clark earned his Bachelors of Science degree in Management Science from the University of California, San Diego. Mr. Clark enjoys competitive sports. He is an avid golfer and runner.
Ryan Goldenhar, CFA, CFP Wells Fargo Private Bank CFA/Careers in Finance	Ryan is an Investment Manager with Wells Fargo Private Bank, formerly of Merrill Lynch. As a CFA Charterholder and a Certified Financial Planner, he works with clients to design and actively manage their investment portfolios. Ryan also has significant experience teaching, having delivered securities courses to investment professionals from Toronto to Hawaii. Ryan also serves as a Vice-President and the Membership Chair in the CFA Society of San Diego and generously donates his time and expertise as Formal Advisor to the Student Foundation Investments Committee.
Scott Kyle Coastwise Capital Group, LLC Presents Hedge Funds	Mr. Kyle is an alumnus of Harvard University and the London School of Economics with over 20 years of investing experience. He started his career as a Financial Analyst at Chemical Bank (now JPMorgan/Chase) but quickly moved on to executive-level positions. Mr. Kyle has served as CEO of Triathlon Group North America, LLC – the parent company of the world’s largest triathlon publication, Triathlete Magazine – and was on the Board of Directors for several years. After divesting his interest in the magazine, he co-founded The Active Network, Inc. and served as CFO from 1998 to 2002. Today, Active has over 1500 employees worldwide. Aside from managing his fund, Mr. Kyle is a two time world and nine time national champion in sailing, an Ironman triathlon finisher and a 3rd degree black belt in Shaolin Kempo. He lives with his family in La Jolla, California, has served as a Board of Director on over ten companies and non-profit organizations, and is an avid art collector.