Events

Jon Shaw ’18, Senior Analyst at Hawk Ridge Capital Management, returns to SIF to share insights on breaking into hedge funds as a CMC student and navigating the investment landscape. A former SIF member, Jon has been a valuable mentor to students, offering guidance on career paths and investment strategies.

Ben Herrick, Associate Portfolio Manager for the Artisan International Value Fund, joins us again after last year’s standout talk. He will discuss managing international investments, his experiences in Japan, and the potential acquisition of Seven & i Holdings. Ben’s expertise in global markets and value investing makes this an exciting opportunity for students interested in international finance.

Kevin Sullivan '13 joins SIF to share insights from his impressive career in finance, starting in investment banking at Moelis and Qatalyst before transitioning to private equity at True Wind Capital. Now a Partner at Light Street Capital, a tech-focused hedge fund, Kevin offers a unique perspective on tech investing and navigating the finance industry.

David Alvillar '03, Managing Director at Goldman Sachs, returns to CMC to offer insights about his 23 years of experience in block trading. SIF members get to hear about his career philosophy and extensive journey through the finance industry.

Scott Gilbertson ’91, Partner at TPG Growth, returns to CMC to share insights from his career in private equity and leadership. With past roles as CEO of J.Crew, President of Bally, and Chief Merchant at Under Armour, he brings deep expertise in driving growth across industries. At TPG, he focuses on talent development and value creation, including his recent role as CEO of Beauty for All Industries (BFA). This is a great opportunity for students interested in private equity, leadership, and strategic growth.

Dimitri Krikelas, a leader of alternative investments at Westmount, and Ryan Patel, a globally recognized futurist and authority on global business, the political economy, and corporate governance join CMC SIF for a Fireside Chat.

Adolfo Cabrera is the Senior Vice President of Corporate Finance at Prudential Private Capital, based in Los Angeles. In his role, Adolfo leads a dynamic team focused on marketing, originating, and managing private placements, mezzanine, and direct lending investments across Southern California and Hawaii.

The Financial Economics Institute (FEI) at CMC will be celebrating its 20th Anniversary, along with the 50th Anniversary of the Student Investment Fund (SIF), on Feb 16th, 2024. Please register here and come visit us in Claremont for a day of celebrations, reconnecting with fellow alumni, and meeting with the current students and faculty.

Ben Herrick is an Associate Portfolio Manager at Artisan Partners, where he has played a pivotal role in leading the San Francisco-based Artisan International Value Fund (ARTKX) since 2015. Ben comes to CMC SIF to talk about over a decade of experience in international equities.

Join David Bradley '03, COO of Hawk Ridge Capital Management, for an insightful discussion on managing a fund, pathways to hedge funds for CMC students, and the current hedge fund model's strengths and weaknesses This event offers freshmen and SIF sophomores a unique opportunity to learn from an experienced alumnus and explore internship opportunities.

Join us for the annual "Fundsgiving" Dinner at The Athenaeum, an event that celebrates the spirit of giving and community. This cherished tradition is open only to members of SIF, marking a time to reflect on our collective achievements and to express gratitude for the semester's successes.

Howard Marks, co-founder and co-chairman of Oaktree Capital Management, will be speaking with the CMC Student Investment Fund on Tuesday, May 4th.

Win Murray, partner and portfolio manager from the Oakmark Funds, will be speaking with the CMC Student Investment Fund on Tuesday, April 13th.

Seth Klarman, president of Baupost Group and author of Margin of Safety, will be speaking with the CMC Student Investment Fund on Friday, November 12th.

Please welcome the new 2021-2022 CMC Student Investment Fund leadership team!