Sandy S. Choi
Senior Managing Director, Head of Investment Planning, Guggenheim Investments
Ms. Choi joined Guggenheim in 2013 and is the Head of Investment Planning for the Office of the Global CIO based in Santa Monica where she acts as a strategic advisor to the Office of the Chief Investment Officer, covering the review, structuring and implementation of investments, transactions and strategic initiatives. At Guggenheim, Ms. Choi has served as Senior Counsel and Co-Head of Institutional Compliance. Prior to joining Guggenheim, Ms. Choi was Senior Regulatory Counsel and Chief Compliance Officer of the broker-dealer at Fortress Investment Group. Prior to Fortress, she was General Counsel at Tower Research Capital LLC where she was responsible for the establishment and build out the firm’s legal and compliance programs. Ms. Choi began her legal career as a corporate associate at Willkie Farr and Gallagher LLP and an aircraft and project finance associate at Milbank Tweed Hadley & McCloy LLP. She received a B.A. in History, Phi Beta Kappa, from Brown University and a J.D./M.I.A. from Columbia University. She is a recipient of the Fulbright research scholarship.
Monica Erickson, CFA
Portfolio Manager, Global Developed Credit, DoubleLine LLC
Ms. Erickson joined DoubleLine's Global Developed Credit Group in 2009. She is head of investment grade within the group and participates in DoubleLine’s Fixed Income Asset Allocation committee. Prior to DoubleLine, Ms. Erickson was a Vice President in the Corporate Bond group at TCW where she was involved in the management of the Firm's corporate credit fixed income and structured products. Prior to TCW, she was a Vice President at Froley, Revy Investment Company for over fifteen years, active in managing several convertible strategies. Ms. Erickson graduated from the University of Southern California in 1993, summa cum laude, with a BS in Business. She is a CFA charter holder, a past board member of CFA Society of Los Angeles, and the current chair of the Charter Recognition committee for the CFA Society of Los Angeles.
Samantha Milner
Managing Director, Ares Management, LP
Ms. Milner is a Managing Director, Portfolio Manager and Head of Research of U.S. Liquid Credit in the Ares Credit Group, where she is primarily responsible for managing Ares’ U.S. bank loan credit strategies. Additionally, she serves as a member of the Ares Credit Group’s U.S. Liquid Credit Investment Committee. Prior to joining Ares in 2004, Ms. Milner was an Associate in the Financial Restructuring Group at Houlihan Lokey Howard & Zukin, where she focused on providing advisory services in connection with restructurings, distressed mergers and acquisitions and private placements. Ms. Milner holds a B.B.A., with distinction, from Emory University’s Goizueta Business School in Finance and Accounting.
Jennifer W. Murphy,
CFA
Chief Operating Officer, Western Asset Management
Jennifer W. Murphy, CFA is Chief Operating Officer of Western Asset Management, a global fixed income investment firm with over $400 Billion in assets under management. Jennifer is also CEO, President and a Director of Western Asset Mortgage Capital Corporation, a publicly traded mortgage REIT (sym: WMC). Jennifer is a member of the Board of Governors of the Investment Adviser Association. Previously, Jennifer worked at Western Asset’s parent company, Legg Mason (sym: LM), as Chief Administrative Officer and also as President and CEO of Legg Mason Capital Management.
Ms. Murphy has an MBA from the Wharton School at the University of Pennsylvania, where she was a Palmer Scholar, and a Bachelor of Arts degree in Economics from Brown University. She serves on Brown’s Presidential Advisory Council on Economics. She also holds the Chartered Financial Analyst (CFA) designation.
Judith Posnikoff, PhD
Managing Director and Founding Partner, PAAMCO
From PAAMCO’S inception, Judy has been involved in all aspects of the firm’s investment process, having served as a Sector Specialist for Equity Market Neutral and Merger Arbitrage and Chair of the Investment Oversight Committee. She is currently focused on portfolio construction as a member of the firm’s Portfolio Construction Group, setting strategy and asset allocation for the firm’s flagship moderate multi-strategy portfolios. Judy was a member of the founding board of directors of the Association of Women in Alternative Investing (AWAI) and is on the board of 100 Women in Finance and the CAIA Foundation. Judy also chairs the scholarship committee of the 100 Women in Finance Institute.
Amanda Douglas
USC
Amanda Douglas is a junior at USC double majoring in Business Administration and Art History. Amanda serves as a founding member and Co-CEO of the USC Chapter of Smart Woman Securities, a student-run organization dedicated to teaching undergraduate women about finance and investments. In addition to SWS, Amanda serves as a Marshall Student Ambassador and as the VP of Finance for the Fashion Industry Association. Last summer, she interned with J.P. Morgan’s Retail Broadlines & Hardlines Equity Research team in New York. She also has interned with UBM Fashion Group and Henri Bendel in New York, where she gained experience in merchandising and planning for retailers and specialty stores.
