FAME X Student Investment Conference

Saturday, November 3, 2018 - 8:00am to 4:00pm

San Francisco State University

Contact Name: 
FAME President
(415) 338-1107
Event Description: 

FAME X Investment Conference, The largest student organized investment conference on the West Coast, FAME SFSU, Saturday, November 3, 2018, 8 a.m. to 4 p.m., Annex 1, SFSU, www.famesf.org/Fame-X/

At the FAME Annual Student Investment Conference, we discuss various matters in finance and business:

  • Overview of international markets and their influence on one another
  • Investment philosophies and strategies
  • Overview of Commercial Real Estate
  • Outlook on fundraising, deal flow and strategies in private equity

Our goal for the conference is to provide students and professionals valuable insight about the markets, the economy and investment opportunities from seasoned practitioners within the field.

Tickets are on sale on Eventbrite

  • Date: Saturday, November 3, 2018, 8 a.m. to 4 p.m.
  • Location: Annex 1, San Francisco State University, 1600 Holloway Ave, SF, CA 94132


$25.00 for Early Bird Tickets and $35.00 for Regular Admission

Email famepresident.sfsu@gmail.com for group discount inquiries.


Tentative Agenda

Breakfast: 8:00 am – 9:00 am

Global Markets Panel: 9:00 am – 10:00 am

Moderator: Dr. Chris Yost-Bremm


  • Kathleen Houssels, Global CIO of AXA IM Rosenberg Equities
  • Alison Shimada, Senior portfolio manager and Head of the SF Global Emerging Markets Equity team at Wells Fargo Asset Management (WFAM)

Commercial Real Estate Panel: 10:10 am – 11:10 am

Moderator: Kathy Mattes, Real Estate Consultant


  • Roger Snell, CIO at Veritas Investments
  • Scott Pertel, Senior Managing Director and Co-Office Head at HFF
  • Mark Carlson, Managing Director at Stockbridge

Fireside Chat with Andy Rachleff: 11:20 am – 12:20 pm

Moderator: Ted Janus, Principal at J Capital

Panelist: Andy Rachleff, CEO and Founder of Wealthfront

Lunch: 12:30 pm – 1:30 pm

Fixed Income Panel: 1:35 am – 2:35 pm


  • Miguel Cota, Multi Asset Trader at BlackRock
  • Niklas Nordenfelt, Managing Director and Co-Head of US High Yield at Wells Fargo Asset Management

Private Equity Panel: 2:40 pm – 3:40 pm

Moderator: Ron Warrington, Managing Partner at Sandy Hill Ventures LLC


  • Matt Blodgett, Managing Director at Vector Capital
  • Victor Masaya, Managing Director at Presidio Investments

Closing Remarks: 3:45 pm – 3:55 pm

Conference ends at 4:00 pm