UPCOMING


FEBRUARY 18, 2019

Kingstone is a private investment management firm based in Dallas with offices in Denver, Orange County, San Diego, and Tucson. The firm specializes in managing portfolio assets for family offices, high net worth individuals, foundations, endowments, and private companies.

Ike E. Ekeh is the Portfolio Manager and Lead Equity Analyst for Kingstone based out of the San Diego office. In this role he is tasked with leading the research and tactical allocation initiatives of the Kingstone Capital CORE Portfolio as well as ancillary investment options offered through the firm.

He holds a Master’s in Business Administration from the University of San Diego, a Master’s in Science, Finance and Financial Management Services from the University of San Diego, as well as a Bachelor’s in Business Administration, Accounting from San Diego State University. Ike also holds his Series 65.


WEEKLY MEETING AGENDA

EVERY MONDAY

LOCATION: P244

NETWORKING (6:40-7:00PM)

Meet with peers interested in Finance and Investments.

This time is great for getting to know other future finance professionals, and to discuss any topics that you may find interesting.

SPEAKER/EVENT (7:00-8:00PM)

Depending on the week, we will have professionals in different fields of finance or a group workshop where you will learn practical finance skills that will help you get the job that you want after graduation.


PREVIOUS MEETINGS

FIS Members network with THE BEST OF THE BEST IN THE FINANCE & INVESTMENT WORLD.

 BELOW IS OUR GROWING LIST OF COMPANIES AND GUEST SPEAKERS:

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Jim Gilmore | CFP, CIMA | Senior VP , Merrill Lynch

Rob Grant | Director of Capital Markets, Oliver McMilan

Steve Nielander | CFA | Partner, Cerity Partners LLC

Joe Pitrofsky  |  Senior VP Financial Advisor in Global Wealth Management

Craig Cecilio  |  President at CCFG Investments

David Glanzer  |  Director of Marketing and Public Relations for Comic-Con

Joseph Castagnola  |  Senior VP Investments |  Private Banking and Investment Group

Steve Goodger  |  CFO of Green Flash Brewing Company

Rod Roberto  |  Vice President at WestPac Wealth Partners

Tim O’Connell |  Senior Advisor Consultant at Oppenheimer Funds

Donovan Ternes |  CFO |  Provident Financial Holdings Inc.

David Menashe |  Senior VP Investments |  Merrill Lynch

Craig Spitz |  CFO of STONE Brewing

Paul Hastings |  Mergers & Acquisitions

Scott Kolman  |  Finance Professor at San Diego State University

Jean Roche |  CFO of EDF Renewable Energy

Stephen Nielander |  HPM Partners

Michael Ladd |  HighMark Capital

Financial Executives International |  San Diego Chapter

David Wakefield |  Shoreview Industries

Alexander Pellegrino  |  Sequoian Investments

Eric Wong  |  Brandes Investment Partners

Brent Wiley  |  Xponential Growth Solutions

Kris Lindley  |  LPL Financial

Chris Mizer  |  Chairman of Vivaris Ltd.

Drew Henriques  |  Associate at J.P. Morgan Municipal Research & Strategy Team

Chris Fransway  |  Office of the Comptroller of the Currency

Chris Shimojima  |  Co-Founder of The Pocket Suite, LLC

Jonathan Atun  |  Manager, Financial and Strategic Analysis at Sempra Energy