Event Profile

CAIA Los Angeles Joint Event

Date(s):
October 6, 2016
Note:
All times listed are in local time
Venue:
Century City Intercontinental Hotel
2151 Avenue of Stars
Los Angeles, CA 90067 
Fee(s):
This event has a fee
Description:
CAIA Los Angeles and CFA Society Los Angeles will be hosting a joint educational event. CAIA Los Angeles Joint Event Date and Time Thursday, October 6, 2016 from 4:00 pm - 7:00 pm PDT Location Intercontinental Hotel, Century City 2151 Avenue of Stars Los Angeles, CA 90067

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Century City Intercontinental Hotel
Arun Bharath
Job Title: Chief Investment Strategist
Organization: Bel Air Investment Advisors
Speaker Type: Panelist


Arun is the head of external investment strategies and a voting member of the Investment Committee. In addition to leading the process for the selection of traditional (long only) and alternative managers, he will contribute to the determination of the firm’s recommended asset allocation as well as style allocation within asset classes. He has direct responsibility for manager selection in private equity and real assets. Prior to joining Bel Air, Arun was the Director of Research at Beacon Pointe Advisors where he led the research efforts in asset allocation and manager selection & performance monitoring across all asset classes. He has previously worked in several manufacturing organizations such as Ford Motor Company, Toyota Motor Manufacturing NA, and Honeywell in various engineering capacities. Arun holds the Chartered Financial Analyst as well as the Chartered Alternative Investment Analyst designations. He is a member of the CFA Institute and the CFA Society of Los Angeles. Arun has received a Masters in Business Administration from University of Southern California, Masters in Industrial Engineering from Oklahoma State University and a Bachelor of Engineering (Mechanical) from Bangalore University.


Joshua Cascade
Speaker Type: Panelist


Joshua Cascade joined Wellspring in 2002 and became a partner in 2007. Josh has been involved in a number of transactions over the last 20+ years and has co-sponsored or led Wellspring transactions that include Tradesmen International, Airswift Holdings, OMNI Energy Services, Residential Services Group, ChemAid Laboratories, Vatterott Educational Centers and Neucel Holdings. Josh focuses primarily on multi-site service businesses in the industrial and business service sectors. Josh previously spent four years with Odyssey Investment Partners where he worked on a number of leveraged acquisitions of middle-market companies. Prior to joining Odyssey, Josh was a member of the restructuring group at The Blackstone Group, advising clients in corporate turnarounds, debt restructurings and Chapter 11 reorganizations.


Bill Fishel
Organization: HFF
Speaker Type: Panelist


Bill Fishel is a Director in the Los Angeles office of HFF. He joined the firm in 2009 and specializes in institutional-grade assets and developments across North America, with a particular focus on equity placement. During his tenure with HFF, Mr. Fishel has contributed to the permanent, bridge, construction, mezzanine and joint venture equity financing of retail, office, multifamily, industrial, hospitality, single tenant, land and data center assets totaling in excess of $6 billion.


Raphael Haas
Speaker Type: Panelist


Raphael Haas is the Founder of Melting Point Solutions, a secondary market platform. In this role, Raphael is responsible for strategic direction and day-to-day operation of the firm. Prior to Melting Point, Raphael spent 14 years in M&A and private equity. In his previous role, Raphael was a Director and Head of the Financial Services M&A practice at Kidron Corporate Advisors, a boutique M&A and advisory firm. Raphael led dozens of transactions in the asset management industry and served as General Partner on two Private Equity funds. Prior to Kidron, Raphael served as Director of Corporate Development of a publicly-traded hedge fund in London, Integrated Asset Management. In that role, Raphael led the acquisitive growth of the company. Raphael holds an MBA from Columbia University, where he graduated first in his class. He received an undergraduate degree from UC Berkeley’s Haas School of Business, where he graduated magna cum laude. Raphael holds Series 7, 63 and 79 security licenses.


Justin Pattner
Speaker Type: Panelist


Justin Pattner joined KKR in 2011. He is Co-Head of Real Estate Acquisitions in the Americas and is also responsible for KKR’s real estate investing activities in the Western United States. Prior to joining KKR, Mr. Pattner was at Eton Park Capital Management where he focused on real estate and real estate related opportunities. Prior to Eton Park, he worked with Lehman Brothers Real Estate Private Equity and Lubert Adler Partners where he was involved in sourcing, evaluating, and managing private real estate transactions. He holds a B.A., magna cum laude, from the University of Pennsylvania. Mr. Pattner belongs to the Urban Land Institute and is a member of its Hotel Development Council.


Jay Rollins
Speaker Type: Panelist


Jay Rollins is a Managing Principal and Co-Founder of JCR. Mr. Rollins is responsible for the oversight of the firm, as well as the development and execution of its investments strategies. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC Commercial Mortgage, where he oversaw a balance sheet platform that provided bridge loans, mezzanine loans and participating debt for middle market commercial real estate sponsors. After founding the group, Mr. Rollins grew it to approximately $1.6 billion of investments and over 180 transactions, making it one of the most successful platforms at GMAC. Prior to GMAC, Mr. Rollins was the President and Founder of Eastern Realty Corporation, an “RTC-era” real estate investment company. Eastern Realty acquired distressed assets from the RTC, banks and savings and loans, in a variety of asset classes throughout the country. Mr. Rollins oversaw the assets’ acquisition and disposition, which included debt restructurings, bankruptcy and development as well as note and property sales. Early in his career, Mr. Rollins worked as a real estate lender for banks in Washington, D.C. and was Director of Finance for a public homebuilder. Mr. Rollins actively supports financial education and is a frequent guest lecturer and presenter at universities and professional symposia. Additionally, Mr. Rollins has published a real estate finance manual, titled Commercial Real Estate Uncovered: A Handbook for Real Estate Finance and Investments, and is a regular contributor to industry and national publications. Mr. Rollins holds an MBA, specializing in Finance, from George Washington University and a BS in Finance and Marketing from Virginia Tech.


Alan Snyder
Speaker Type: Panelist


Alan Snyder is the Founder and Managing Partner of Shinnecock Partners and President of the Western Los Angeles Boy Scout Council. Alan was the Founder, CEO, President, and Chairman of the Board of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, President/COO of First Executive Corporation and Executive Vice President and member of the Board of Directors at Dean Witter Financial Services Group (predecessor to Morgan Stanley), where he formulated the launch of the Discover Card as a member of a three-person team. Alan is a graduate of Georgetown University and Harvard Business School, where he was a Baker Scholar.


Kevin Traenkle
Speaker Type: Panelist