Sunday, May 2, 2010

Portfolio Management by Robert Marren (4/21/10)

We were very pleased to have Robert Marren come and speak at our general body meeting. He has been a long time supporter of UIS and his presentations have always been engaging and informative.

Background Information:
Robert Marren graduated from UCSD in 1986 and received his MBA in finance from Duke University. He is currently the managing director and portfolio manager at Allianz (formerly Nicholas-Applegate), as well as the adviser of Student Foundation Investment Committee (SFIC).


Highlights from his presentation:

Endowments and Efficient Frontiers
Robert Marren talks about the efficient frontier and how it helps him run the UCSD endowment.


Investing in Small Cap Stocks

Marren explains his preference for small cap stocks.


Robert Marren's Research Process

A description of the research process that Marren uses to beat the market.


Mortgage Crisis Explained
Robert Marren explains the loose lending standards that contributed to the mortgage crisis


Goldman Sachs Controversy

Marren gives his take on the Goldman Sachs controversy.

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