Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Lawrence
Investments
Work Experience
2022
Managing Partner
2022
Anderson Angels brings together current and former Anderson UCLA MBAs and friends of UCLA to fund early stage ventures emerging from the vibrant UCLA entrepreneurial ecosystem
2022
Board Member
2022
2019
Founder/Managing Partner Emeritus of Westwood Ventures
2019
Sourced and led investments in over 20 seed to growth stage private companies for Alumni and Friends of the University of California, Los Angeles. - Fundraised, sourced and deployed investor capital to build a portfolio of early and growth stage ventures in FinTech, AgTech, Consumer, Bio/Med/HealthTech and Cloud/Distributed Computing. - Cultivated a community of funders & founders to nurture an entrepreneurial ecosystem for UCLA Alumni.
2012 - 2019
Senior Portfolio Manager
2012 - 2019
Built an investment program for a multi billion dollar single family office. Found, structured, recommended, monitored and realized direct and externally managed investments across a variety of asset classes, industry sectors and geographies for a Single Family Office and their Foundation and Trust investment accounts.
2010 - 2012
Investment Division
2010 - 2012
Conducted manager research and due diligence for Russell Hedge Fund of Funds and developed customized client portfolios for private pension plans and institutional clients.
2008 - 2009
Corporate Treasury
2008 - 2009
Analyst for multinational car manufacturer seeking to avoid Chapter 11 reorganization through asset sales and cash management. - Execute complex strategic deals for the divestiture of $5.0 billion telematics business. - Managed company cash and other short term liquidity through global loans and credit.
2006 - 2007
Investments and Treasury
2006 - 2007
Analyst in a multi-billion dollar single family office invested in a broad range of securities & strategies. - Evaluated portfolio optimization software and helped to optimize strategic investment decisions through improved understanding of risk and return factors across asset classes. - Modeled and structured complex deals across financial, technology, oil and gas, cable, and real estate industries.
2003 - 2005
Vice President
2003 - 2005
Senior Analyst at an equity long-short hedge fund; responsibilities included investment analysis using a fundamental, research driven approach, and the management of the fund’s research infrastructure. - Drove investment recommendations that contributed to concentrated portfolio positions covering special situations, including distressed, spin-off, post-bankruptcy, reorganizations and merger-related opportunities. - Identified and developed investment ideas using risk modelsMet with key stakeholders including customers, suppliers, investment managers to synthesize investment recommendations.
2001 - 2002
Director of Finance
2001 - 2002
Raised $19.2M Senior Mezzanine Round financing for a growth stage enterprise software company. Worked with investors including J&W Seligman & Co., CE Unterberg Towbin, Needham Capital Partners, Liberty View Equity Partners, Siemens Mustang Ventures, Brentwood Venture Capital, Dain Rauscher Wessels and Van Wagoner Capital Management.
1999 - 2001
Associate
1999 - 2001
Client Engagements included various M&A studies for Silicon Valley Technology clients of the Corporate Finance & Strategy Practice.