The Bay Area financial community is proud to unite to help improve life outcomes for underserved youth.
We look forward to coming together again this year on
Wednesday, October 19, 2022
2:00 – 5:00 PM PST
SohnX San Francisco Investment Conference
Please Join us on Wednesday, October 19, 2022 for the 13th Annual SohnX San Francisco Investment Conference.
The Sohn San Francisco Investment Conference, run by the Excellence in Investing Foundation, has raised more than $2 million in support of underserved youth in the Bay Area, thanks to the leading portfolio managers who have so generously shared their time and investment ideas.
This year’s funding recipients, Bridge the Gap College Prep in Marin City, 826 Valencia in San Francisco and Community Education Partnerships in Oakland continue to work hard in challenging and changing environments. We applaud their mission of providing education and support to the children in our most challenged communities. With your help, we can continue to support them to the greatest extent possible.
We will again be virtual this year, given the uncertainty around full-scale conferences, but we are excited to announce an exclusive in-person “watch party” in San Francisco so that sponsors can gather as a community. Thank you for your continued support, and we’re excited to once again come together to invest in Bay Area youth and hear best ideas from world-class investment managers.
Sponsorships and tickets are currently available. We look forward connecting in October!
SOHN SAN FRANCISCO INVESTMENT CONFERENCE SPEAKERS
SOHNX SAN FRANCISCO WELCOME
Opening Remarks, Lindsay Costigan, Excellence in Investment in Children’s Causes Foundation
Lindsay Costigan, Excellence in Investment in Children’s Causes Foundation
Lindsay oversees Global Prime Finance Sales at BNP Paribas in the Western U.S. She is responsible for sourcing and maintaining financing relationships with hedge funds and asset owners. Prior to her current role, Lindsay spent time at Deutsche Bank, Bank of America Securities, and Jefferies, where she was responsible for Prime Brokerage Distribution and Capital Introductions. Lindsay began her career as an analyst at US Trust and later in hedge fund due diligence at Wells Fargo Family Wealth. Lindsay earned her BA in Economics from Occidental College and her MBA from Pepperdine University. She is a Chartered Alternative Investment Analyst (CAIA).
SOHNX SAN FRANCISCO WELCOME
Opening Remarks, Lindsay Costigan, Excellence in Investment in Children’s Causes Foundation
Biography
Lindsay oversees Global Prime Finance Sales at BNP Paribas in the Western U.S. She is responsible for sourcing and maintaining financing relationships with hedge funds and asset owners. Prior to her current role, Lindsay spent time at Deutsche Bank, Bank of America Securities, and Jefferies, where she was responsible for Prime Brokerage Distribution and Capital Introductions. Lindsay began her career as an analyst at US Trust and later in hedge fund due diligence at Wells Fargo Family Wealth. Lindsay earned her BA in Economics from Occidental College and her MBA from Pepperdine University. She is a Chartered Alternative Investment Analyst (CAIA).
NEXT WAVE SAN FRANCISCO
Sponsored by:
NEXT WAVE OPEN REMARKS
Matthew Partain, Head of Prime Brokerage Sales, BTIG
Matt Partain, Head of Prime Brokerage Sales, BTIG
Matt Partain is a partner and Head of Prime Brokerage sales at BTIG. He is based out of BTIG’s San Francisco office and is responsible for managing the US prime brokerage sales team. Over the past decade he has helped build out the firm’s prime brokerage platform focusing on emerging managers and new launches. Prior to BTIG, Matt spent 8 years at Banc of America Securities in prime brokerage working in various roles across product development, relationship management and sales. He started his career as an engineer designing, building and implementing automated industrial systems. He attended the University of California, Los Angeles (UCLA) where he studied mechanical engineering and is a Chartered Alternative Investment Analyst (CAIA).
NEXT WAVE OPEN REMARKS
Matthew Partain, Head of Prime Brokerage Sales, BTIG
Matt Partain, Head of Prime Brokerage Sales, BTIG
Matt Partain is a partner and Head of Prime Brokerage sales at BTIG. He is based out of BTIG’s San Francisco office and is responsible for managing the US prime brokerage sales team. Over the past decade he has helped build out the firm’s prime brokerage platform focusing on emerging managers and new launches. Prior to BTIG, Matt spent 8 years at Banc of America Securities in prime brokerage working in various roles across product development, relationship management and sales. He started his career as an engineer designing, building and implementing automated industrial systems. He attended the University of California, Los Angeles (UCLA) where he studied mechanical engineering and is a Chartered Alternative Investment Analyst (CAIA).
SCOTT GREEN
Managing Partner, 8 Knots Fund
Scott Green, Managing Partner, 8 Knots Fund
Scott Green was previously a Partner at OrbiMed (2013-2019), which is among the largest healthcare investment funds. He was promoted from Analyst (2015 – age 31) to Senior Analyst (2016) to Public Equity Partner (2018) to Partner (2018). As an Equity Research Analyst covering healthcare stocks at Bank of America Merrill Lynch (2007-2013), he was voted “Rising Star” in the Institutional Investor annual survey (2011 & 2012). In the 2012 survey he was rated #1 in his sector for stock selection, #1 for earnings estimate accuracy and #2 for industry knowledge. He is a CFA Charterholder.
SCOTT GREEN
Managing Partner, 8 Knots Fund
Scott Green, Managing Partner, 8 Knots Fund
Scott Green was previously a Partner at OrbiMed (2013-2019), which is among the largest healthcare investment funds. He was promoted from Analyst (2015 – age 31) to Senior Analyst (2016) to Public Equity Partner (2018) to Partner (2018). As an Equity Research Analyst covering healthcare stocks at Bank of America Merrill Lynch (2007-2013), he was voted “Rising Star” in the Institutional Investor annual survey (2011 & 2012). In the 2012 survey he was rated #1 in his sector for stock selection, #1 for earnings estimate accuracy and #2 for industry knowledge. He is a CFA Charterholder.
BRIAN D. PIRIE
Founder and CIO, Reade Street Capital
Brian D. Pirie, Founder and CIO, Reade Street Capital
Brian founded Reade Street in 2016 to help its partners invest like a billion-dollar family office in the public markets. Reade Street’s long-only fund is comprised of 12-20 high conviction positions, rigorously vetted and carefully constructed with the goal of driving attractive long-term returns with a high batting average. Prior to Reade Street, Brian helped launch the public equity fund for Sansome Partners in 2007, and prior to that was a private equity associate at the same firm. He began his career at Goldman, Sachs & Co. in New York in the TMT investment banking division. Brian is a graduate of Queen’s University in Canada where he was the #1-ranked graduate in Mathematics and Engineering.
BRIAN D. PIRIE
Founder and CIO, Reade Street Capital
Brian D. Pirie, Founder and CIO, Reade Street Capital
Brian founded Reade Street in 2016 to help its partners invest like a billion-dollar family office in the public markets. Reade Street’s long-only fund is comprised of 12-20 high conviction positions, rigorously vetted and carefully constructed with the goal of driving attractive long-term returns with a high batting average. Prior to Reade Street, Brian helped launch the public equity fund for Sansome Partners in 2007, and prior to that was a private equity associate at the same firm. He began his career at Goldman, Sachs & Co. in New York in the TMT investment banking division. Brian is a graduate of Queen’s University in Canada where he was the #1-ranked graduate in Mathematics and Engineering.
WILLIAM ZOLEZZI
Chief Investment Officer, Divisadero Street Capital
William Zolezzi, Chief Investment Officer, Divisadero Street Capital
William Zolezzi, CFA is the CIO at Divisadero Street Capital a small-cap equity fund he launched in October 2021. Divisadero Street focuses on investing in disruptive businesses run by managers who will be good stewards of shareholder capital. Prior to Divisadero Street Capital, William spent seven years at Prospect Capital Advisors. William attended UC Davis where he graduated with a BA in Economics. William is a Chartered Financial Analyst.
WILLIAM ZOLEZZI
Chief Investment Officer, Divisadero Street Capital
William Zolezzi, Chief Investment Officer, Divisadero Street Capital
William Zolezzi, CFA is the CIO at Divisadero Street Capital a small-cap equity fund he launched in October 2021. Divisadero Street focuses on investing in disruptive businesses run by managers who will be good stewards of shareholder capital. Prior to Divisadero Street Capital, William spent seven years at Prospect Capital Advisors. William attended UC Davis where he graduated with a BA in Economics. William is a Chartered Financial Analyst.
SOHN SAN FRANCISCO INVESTMENT CONFERENCE
SOHNX SAN FRANCISCO CONFERENCE REMARKS
Seth Blackman, Excellence in Investment in Children’s Causes Foundation
Seth Blackman, Excellence in Investment in Children’s Causes Foundation
Seth is a partner based in KPMG’s San Francisco office and serves as the Bay Area’s Asset Management Practice Leader. In his role, Seth is responsible for leading the firm’s hedge fund, venture capital, private equity, and real estate sectors in the Bay Area. Seth works with both domestic and international clients within the alternative investment sector, including fund of funds. He has extensive experience with various investment products, strategies and structures where he provides clients with key considerations and best practices. Seth is an audit partner and member of the firm’s national leadership committee contributing to the growth and development of its asset management practice.
SOHNX SAN FRANCISCO CONFERENCE REMARKS
Seth Blackman, Excellence in Investment in Children’s Causes Foundation
Biography
Seth is a partner based in KPMG’s San Francisco office and serves as the Bay Area’s Asset Management Practice Leader. In his role, Seth is responsible for leading the firm’s hedge fund, venture capital, private equity, and real estate sectors in the Bay Area. Seth works with both domestic and international clients within the alternative investment sector, including fund of funds. He has extensive experience with various investment products, strategies and structures where he provides clients with key considerations and best practices. Seth is an audit partner and member of the firm’s national leadership committee contributing to the growth and development of its asset management practice.
ADAM KATZ
Co-Founder, CIO, Irenic Capital Management L.P.
Adam Katz, Co-Founder, CIO, Irenic Capital Management L.P.
Adam Katz is the co-founder of Irenic Capital Management, an event-driven and engaged investor in public markets. Adam was previously an Associate Portfolio Manager at Elliott Management where he focused on special situations including public equity activism, private equity, and distressed credit. Before joining Elliott and while in graduate school, Adam co-founded FabFitFun, an e-commerce business backed by Kleiner Perkins and NEA. Adam received a JD/MBA from Harvard where he was a Baker Scholar. He graduated magna cum laude from Harvard College.
ADAM KATZ
Co-Founder, CIO, Irenic Capital Management L.P.
Biography
MUNIR ALAM
CIO, Sentinel Dome Partners, LLC
Biography
Mr. Alam founded Sentinel Dome, an investment firm that invests across the capital structure, in 2014. Prior to Sentinel Dome, Mr. Alam was Co-Portfolio Manager and Managing Member of Watershed Asset Management (“Watershed”). Prior to Watershed, Mr. Alam was an Associate at Nautic Partners and also an Analyst in the Media and Telecommunications investment banking groups at Donaldson, Lufkin & Jenrette/CSFB. Mr. Alam received an M.B.A. with High Distinction from Harvard Business School where he was named a Baker Scholar. He earned a B.A., Summa Cum Laude, in Economics with a minor in Physics from Middlebury College and was elected to Phi Beta Kappa.
MUNIR ALAM
CIO, Sentinel Dome Partners, LLC
Munir Alam, CIO, Sentinel Dome Partners, LLC
SAMARA COHEN
Managing Director, Chief Investment Officer of ETF and Index investments (EII) at BlackRock
Biography
SAMARA COHEN
Managing Director, Chief Investment Officer of ETF and Index investments (EII) at BlackRock
Samara Cohen - Managing Director, Chief Investment Officer of ETF and Index investments (EII), BlackRock
Samara Cohen, Managing Director, is the Chief Investment Officer of ETF and Index investments (EII) at BlackRock. In this capacity, she leads the teams responsible for delivering the market quality and investment integrity of BlackRock’s index funds and iShares ETFs. Samara seeks to lead boldly in the modernization of the indexing industry and ETF markets, to help more and more people achieve financial well-being.
BENEFICIARY PRESENTATION
Lindsay Costigan, Excellence in Investing in Children’s Causes Foundation
Biography
Lindsay oversees Global Prime Finance Sales at BNP Paribas in the Western U.S. She is responsible for sourcing and maintaining financing relationships with hedge funds and asset owners. Prior to her current role, Lindsay spent time at Deutsche Bank, Bank of America Securities, and Jefferies, where she was responsible for Prime Brokerage Distribution and Capital Introductions. Lindsay began her career as an analyst at US Trust and later in hedge fund due diligence at Wells Fargo Family Wealth. Lindsay earned her BA in Economics from Occidental College and her MBA from Pepperdine University. She is a Chartered Alternative Investment Analyst (CAIA).
BENEFICIARY PRESENTATION
Lindsay Costigan, Excellence in Investing in Children’s Causes Foundation
Biography
Lindsay oversees Global Prime Finance Sales at BNP Paribas in the Western U.S. She is responsible for sourcing and maintaining financing relationships with hedge funds and asset owners. Prior to her current role, Lindsay spent time at Deutsche Bank, Bank of America Securities, and Jefferies, where she was responsible for Prime Brokerage Distribution and Capital Introductions. Lindsay began her career as an analyst at US Trust and later in hedge fund due diligence at Wells Fargo Family Wealth. Lindsay earned her BA in Economics from Occidental College and her MBA from Pepperdine University. She is a Chartered Alternative Investment Analyst (CAIA).
GIL SIMON
Chief Investment Officer & Managing Partner, SoMa Equity Partners
Gil Simon - Chief Investment Officer & Managing Partner, SoMa Equity Partners
Gil Simon serves as Chief Investment Officer and Managing Partner of SoMa Equity Partners, a long/short equity manager focused on the technology sector. SoMa takes a concentrated, long term approach to portfolio construction, seeking to identify non-consensus long and short positions. Gil founded SoMa in May 2016. He previously followed the technology sector for 10 years at Apex Capital, including serving as a Portfolio Manager for 4 years. Gil began his investment career at MFS Investment Management, covering media and technology. He earned his MBA from MIT Sloan and received his BA in Economics from UCLA. Gil serves on the board of Tipping Point and lives in Hillsborough with his wife and four kids.
GIL SIMON
Chief Investment Officer & Managing Partner, SoMa Equity Partners
Gil Simon - Chief Investment Officer & Managing Partner, SoMa Equity Partners
Gil Simon serves as Chief Investment Officer and Managing Partner of SoMa Equity Partners, a long/short equity manager focused on the technology sector. SoMa takes a concentrated, long term approach to portfolio construction, seeking to identify non-consensus long and short positions. Gil founded SoMa in May 2016. He previously followed the technology sector for 10 years at Apex Capital, including serving as a Portfolio Manager for 4 years. Gil began his investment career at MFS Investment Management, covering media and technology. He earned his MBA from MIT Sloan and received his BA in Economics from UCLA. Gil serves on the board of Tipping Point and lives in Hillsborough with his wife and four kids.
DAN MOREHEAD
Chief Executive Officer and Co-Chief Investment Officer, Pantera Capital
Biography
Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem. Pantera launched the currency fund in the United States when bitcoin was at $65/BTC in 2013. The firm subsequently launched the first exclusively-blockchain venture fund. In 2017, Pantera was the first firm to offer an early-stage token fund. Pantera Bitcoin Fund has returned over 60,000% in eight years and has returned billions to its investors. Pantera manages $6.Obn across three strategies – passive, hedge, and venture – exclusively focused on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem.
DAN MOREHEAD
Chief Executive Officer and Co-Chief Investment Officer, Pantera Capital
Dan Morehead - Chief Executive Officer and Co-Chief Investment Officer
Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem. Pantera launched the currency fund in the United States when bitcoin was at $65/BTC in 2013. The firm subsequently launched the first exclusively-blockchain venture fund. In 2017, Pantera was the first firm to offer an early-stage token fund. Pantera Bitcoin Fund has returned over 60,000% in eight years and has returned billions to its investors. Pantera manages $6.Obn across three strategies – passive, hedge, and venture – exclusively focused on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem.
FRANKLIN PARLAMIS
Portfolio Manager and CIO, Aequim Alternative Investments
Franklin Parlamis - Portfolio Manager and CIO, Aequim Alternative Investments
Franklin Parlamis began his career as an attorney with Cleary Gottlieb Steen & Hamilton, where he was part of a small team representing the Russian government on its 1998 debt default and restructuring. Franklin also worked on domestic bankruptcies. In early 2000, Franklin joined an internal trading group at hedge fund manager Paloma Partners, which would shortly spin out and form Amaranth Advisors. At Amaranth, Franklin was responsible for roughly $1 billion in AUM, co-managing the convertible arbitrage and credit arbitrage portfolios and sole managing a book of convertible asset swaps and related structured finance packages. He was an early active participant in the credit default swap market. Franklin left Amaranth in 2005 and relocated with his family to Hawaii. In 2007, the family relocated again to the San Francisco Bay area, where he founded and managed the west-coast office for hedge fund manager Pine River Capital Management. At Pine River, Franklin oversaw roughly $600 million in AUM. He served as Portfolio Manager of the Pine River Convertibles Fund from 2009-2017, and also managed capital directly within the firm’s flagship multi-strategy product, the Pine River Fund, as well as additional capital in single-investor funds and the firm’s fixed-income specialty product, the Pine River Fixed Income Fund. Franklin was named a partner at Pine River in 2010 and departed the firm in 2017. He founded Aequim Alternative Investments in January 2018 where he also serves as Portfolio Manager and CIO. Franklin earned a BA in Mathematics and a Certificate in Russian Studies from Princeton University in 1993, a JD from Yale Law School in 1997 and an MA in Statistics from Yale School of Graduate Studies in 1997. He is married with 3 children and lives in Mill Valley, California, where Aequim’s office is located.
FRANKLIN PARLAMIS
Portfolio Manager and CIO, Aequim Alternative Investments
Franklin Parlamis - Portfolio Manager and CIO, Aequim Alternative Investments
DEEPAK SARPANGAL
Founder and Senior Managing Partner, Repertoire Partners
Biography
Deepak Sarpangal is the Founder and Senior Managing Partner of Repertoire Partners LP (“Repertoire”), an investment manager focused on engaged ownership of inordinately underappreciated, high-quality businesses experiencing favorable transformation.
Before founding a predecessor of Repertoire (Sarpa), Mr. Sarpangal was a Partner at Marcato Capital Management, which he joined at its inception. Previously, Mr. Sarpangal was a Principal and Consultant for Capricorn Investment Group, and investment professional with Farallon Capital Management and Goldman Sachs’ Principal Investment Area, where he also served as a portfolio company Board Observer. He began his career at Goldman Sachs as an analyst in the High Technology Group of the Investment Banking Division.
Mr. Sarpangal’s 20+ year career has been dedicated to principled and responsible management of corporate credit, private equity, and public equity investments across industries. Primarily based in North America, he has also worked in Europe and Asia, and as a governing board trustee of the Burlingame School District.
Mr. Sarpangal received an MBA from the Stanford Graduate School of Business, MA from the Stanford Graduate School of Education, and BA in Molecular and Cell Biology from the University of California, Berkeley, where he was a Regents’ Scholar.
DEEPAK SARPANGAL
Founder and Senior Managing Partner, Repertoire Partners
Deepak Sarpangal, Founder and Senior Managing Partner, Repertoire Partners
Deepak Sarpangal is the Founder and Senior Managing Partner of Repertoire Partners LP (“Repertoire”), an investment manager focused on engaged ownership of inordinately underappreciated, high-quality businesses experiencing favorable transformation.
Before founding a predecessor of Repertoire (Sarpa), Mr. Sarpangal was a Partner at Marcato Capital Management, which he joined at its inception. Previously, Mr. Sarpangal was a Principal and Consultant for Capricorn Investment Group, and investment professional with Farallon Capital Management and Goldman Sachs’ Principal Investment Area, where he also served as a portfolio company Board Observer. He began his career at Goldman Sachs as an analyst in the High Technology Group of the Investment Banking Division.
Mr. Sarpangal’s 20+ year career has been dedicated to principled and responsible management of corporate credit, private equity, and public equity investments across industries. Primarily based in North America, he has also worked in Europe and Asia, and as a governing board trustee of the Burlingame School District.
Mr. Sarpangal received an MBA from the Stanford Graduate School of Business, MA from the Stanford Graduate School of Education, and BA in Molecular and Cell Biology from the University of California, Berkeley, where he was a Regents’ Scholar.
A FIRESIDE CONVERSATION WITH SAIRA MALIK AND LESLIE PICKER
– Saira Malik, Chief Investment Officer, Nuveen – Leslie Picker, CNBC Finance and Investing Reporter
Biographies
Saira Malik,
Chief Investment Officer, Nuveen
Saira is Nuveen’s Chief Investment Officer (CIO). In this role, she drives weekly market and investment insights and delivers client asset allocation views from across the firm’s investment teams. Saira also leads the the Global Investment Committee (GIC), bringing together Nuveen’s most senior investment leaders to deliver the best thinking and actionable portfolio allocation ideas for our clients across institutional and wealth channels. As Chair of the Equities Investment Council (EIC), she authors a quarterly market commentary. Additionally, Saira is the lead portfolio manager for the $120+ billion CREF Stock strategy and a listed portfolio manager for the $30+ billion CREF Growth and $20+ billion CREF Global Equities strategies. She also serves as the sole manager of a $5 billion global equity portfolio.
Since joining the firm in 2003, Saira has held a variety of positions. Prior to being named CIO, she was head of global equities portfolio management, and before that, head of global equities research. Previously, Saira was with JP Morgan Asset Management, where her roles included vice president/small cap growth portfolio manager and equity research analyst.
Saira holds the CFA designation and graduated with a B.S. in Economics from California Polytechnic State University, San Luis Obispo, and an M.S. in Finance from the University of Wisconsin, Madison. She frequently appears on financial news networks such as CNBC, Bloomberg and Fox Business. Saira was named one of the LinkedIn “Top Voices in Finance” and has been profiled in Kiplinger’s and Barron’s, which ranked her among the top 100 most influential women in U.S. finance.
In Conversation with:
Leslie Picker,
CNBC Finance and Investing Reporter
Leslie Picker joined CNBC in February 2017 as a reporter, based at the network’s Global Headquarters in Englewood Cliffs, N.J. Picker covers banking, financial institutions, hedge funds, private equity and asset management, and her reporting appears on CNBC’s Business Day programming and the network’s digital platforms.
Picker helped launch CNBC’s Delivering Alpha Newsletter in 2021, where she interviews prominent investors and covers key themes in finance on a bi-monthly basis. Her investigation into Puerto Rico’s debt crisis won a Society for Advanced Business Editing and Writing (SABEW) award and was a finalist for a Gerald Loeb Award in 2018.
Previously, Picker was a reporter at The New York Times where she covered deals. Her beat encompassed mergers and acquisitions, initial public offerings, venture capital, private equity, restructuring and shareholder activism. Prior to The New York Times, Picker was a reporter at Bloomberg News where she reported on initial public offerings. There, she also contributed to Bloomberg Businessweek, Bloomberg Television and Bloomberg Radio. Prior to becoming a reporter, Picker was a segment producer for Bloomberg Television.
Picker graduated magna cum laude from the University of Illinois, Urbana-Champaign, earning a bachelor’s degree in political science. She also earned a master’s in journalism from Columbia University, graduating with honors, and an MBA from New York University’s Stern School of Business, with a concentration in finance.
A FIRESIDE CONVERSATION WITH SAIRA MALIK AND LESLIE PICKER
– Saira Malik, Chief Investment Officer, Nuveen – Leslie Picker, CNBC Finance and Investing Reporter
Biography
Saira Malik,
Chief Investment Officer, Nuveen
Saira is Nuveen’s Chief Investment Officer (CIO). In this role, she drives weekly market and investment insights and delivers client asset allocation views from across the firm’s investment teams. Saira also leads the the Global Investment Committee (GIC), bringing together Nuveen’s most senior investment leaders to deliver the best thinking and actionable portfolio allocation ideas for our clients across institutional and wealth channels. As Chair of the Equities Investment Council (EIC), she authors a quarterly market commentary. Additionally, Saira is the lead portfolio manager for the $120+ billion CREF Stock strategy and a listed portfolio manager for the $30+ billion CREF Growth and $20+ billion CREF Global Equities strategies. She also serves as the sole manager of a $5 billion global equity portfolio.
Since joining the firm in 2003, Saira has held a variety of positions. Prior to being named CIO, she was head of global equities portfolio management, and before that, head of global equities research. Previously, Saira was with JP Morgan Asset Management, where her roles included vice president/small cap growth portfolio manager and equity research analyst.
Saira holds the CFA designation and graduated with a B.S. in Economics from California Polytechnic State University, San Luis Obispo, and an M.S. in Finance from the University of Wisconsin, Madison. She frequently appears on financial news networks such as CNBC, Bloomberg and Fox Business. Saira was named one of the LinkedIn “Top Voices in Finance” and has been profiled in Kiplinger’s and Barron’s, which ranked her among the top 100 most influential women in U.S. finance.
In Conversation with:
Leslie Picker,
CNBC Finance and Investing Reporter
Leslie Picker joined CNBC in February 2017 as a reporter, based at the network’s Global Headquarters in Englewood Cliffs, N.J. Picker covers banking, financial institutions, hedge funds, private equity and asset management, and her reporting appears on CNBC’s Business Day programming and the network’s digital platforms.
Picker helped launch CNBC’s Delivering Alpha Newsletter in 2021, where she interviews prominent investors and covers key themes in finance on a bi-monthly basis. Her investigation into Puerto Rico’s debt crisis won a Society for Advanced Business Editing and Writing (SABEW) award and was a finalist for a Gerald Loeb Award in 2018.
Previously, Picker was a reporter at The New York Times where she covered deals. Her beat encompassed mergers and acquisitions, initial public offerings, venture capital, private equity, restructuring and shareholder activism. Prior to The New York Times, Picker was a reporter at Bloomberg News where she reported on initial public offerings. There, she also contributed to Bloomberg Businessweek, Bloomberg Television and Bloomberg Radio. Prior to becoming a reporter, Picker was a segment producer for Bloomberg Television.
Picker graduated magna cum laude from the University of Illinois, Urbana-Champaign, earning a bachelor’s degree in political science. She also earned a master’s in journalism from Columbia University, graduating with honors, and an MBA from New York University’s Stern School of Business, with a concentration in finance.
CLOSING REMARKS
Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation and introduction of Board
Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation
Peter Lardner is a Managing Director and Banker in the San Francisco office of J.P. Morgan Private Bank, working closely with partners of hedge fund, private equity and venture capital firms to address their liquidity, tax, estate planning and investment needs. Pete draws upon two decades of experience helping founders launch and grow their firms, having led Goldman Sachs’s Prime Brokerage business on the West Coast. He started at Goldman in 2000 in London, where he worked in both equity and derivative sales. Prior to Goldman, he was a financial correspondent for Reuters news agency in London and Tokyo. Pete earned a B.A. from Dartmouth College and an M.B.A. from London Business School. He is a CFA® charterholder and a member of the CFA Society of San Francisco. Pete and his wife are raising their four children in Marin County.
NEXT WAVE SAN FRANCISCO WELCOME
Opening Remarks: Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation and introduction of Board
Biography
Peter Lardner is a Managing Director and Banker in the San Francisco office of J.P. Morgan Private Bank, working closely with partners of hedge fund, private equity and venture capital firms to address their liquidity, tax, estate planning and investment needs. Pete draws upon two decades of experience helping founders launch and grow their firms, having led Goldman Sachs’s Prime Brokerage business on the West Coast. He started at Goldman in 2000 in London, where he worked in both equity and derivative sales. Prior to Goldman, he was a financial correspondent for Reuters news agency in London and Tokyo. Pete earned a B.A. from Dartmouth College and an M.B.A. from London Business School. He is a CFA® charterholder and a member of the CFA Society of San Francisco. Pete and his wife are raising their four children in Marin County.
Thank You to Our 2022 Sponsors
Over $2 Million Raised
to support Bay Area organizations focused on improving educational opportunities and life outcomes for underserved youth.
