Bill J. Email & Phone Number

Monterey Ca

Hospice Giving Foundation awards grants to strengthen local community's ability to provide compassionate hospice care.Evaluated investment managers performance versus benchmarks for a foundation with multiple portfolios. Identified risks to portfolios and offered solutions to mitigate or eliminate exposures. Assured adherence to investment policy guidelines and monitor progress with investment objectives.Reviewed multiple asset classes including domestic and international equity, real estate, high yield, fixed income, and short term liquidity including Treasuries. Reviewed quarterly performance reports to ensure accuracy of data needed to meet fiduciary requirements. Created financial models and analyzed managers using risk and return data over short and long term periods, including the analysis of fees, beta, Sharpe, Sortino, and correlations with other assets. Reviewed manager returns versus benchmarks, adherence to portfolio strategies, and tactical tilts executed within their perspective styles or sectors. Reviewed selection of portfolio managers to ensure the presence of persistent sources of Alpha rather than buying Beta.

Guest Lecture - Advance Topics in Management and FinanceDetailed analysis of specialized topics in management including consumer behavior, entrepreneurship, and risk management approaches to business strategy.Advisor - Student Investment FundSlugs Fund Investment Group, founded in 2016, the SFIG aims to train its members through research in the securities market.Mentor - CFA Equity Research ChallengeProvide guidance, direction, suggestions, and feedback to student teams creating independent equity research to selected companies. Research includes contact with investor relations officers and review of publicly available information including SEC reports, ESG performance and data aggregators such as Bloomberg, Eikon and FactSet. Mentor teams in producing detailed research paper, practicing oral PowerPoint presentations and fielding questions from a panel of investment professionals.The CFA Equity Research Challenge is an annual competition that provides university students with hands on mentoring and training in financial analysis. Students research and analyze a publicly traded company. Each team writes an equity research report with a buy, sell, or hold recommendation and presents their analysis to a panel of industry professionals. Teams are judged on their presentation and understanding of the firm's Business Description, Industry Overview, Competitive Positioning, Investment Summary, Valuation, Financial Analysis, Investment Risks, as well as Environment, Social and Corporate Governance issues.2016 CFA Investment Research Challenge - Visa2017 CFA Investment Research Challenge - Hewlett Packard Enterprise2018 CFA Investment Research Challenge - Salesforce.com2019 CFA Investment Research Challenge - Gap2020 CFA Investment Research Challenge - Electronic Arts2021 CFA Investment Research Challenge - First Republic Bank2022 CFA Investment Research Challenge - PayPal2023 CFA Investment Research Challenge - Advanced Micro Devices

Ma, Business Management

Distinguished Graduate 4.0 GPA

Ba, Economics; Double Major In Finance

Dean's List