According to several institutions’ economists, 2020 portends slower growth, low interest rates, little inflation and easier monetary policy. Will the public markets maintain their momentum? What about the private markets? Low interest rates will continue to fuel private equity investments, and, because money is looking for higher yields, will venture and angel investment maintain or even gain momentum?
Please join us for a moderated panel on what to look out for in 2020!
Below are the panelists:
Heidi Poon, CFA, CAIA, Senior Vice President, leads the identification, analysis, due diligence, and selection of private market investments and serves on the Firm’s Management Team and Investment Committee. Prior to joining TorreyCove, Ms. Poon served as Investment Officer of San Jose Retirement Services’ Investment Group. She worked closely with the Boards of Trustees of the city’s two pension plans, headed the launch of an Absolute Return program, managed the investment and operations staff, and monitored, evaluated, and recommended investment managers. Ms. Poon was primarily responsible for the Hedge Fund, Fixed Income, and Private Equity investment activities. Previously, Ms. Poon gained 8 years of experience as an Equity Research Analyst, covering the semiconductor industry for investment banks including Thomas Weisel Partners, Piper Jaffray and Robertson Stephens. Currently, Ms. Poon serves as a Board Member of the Association of Asian American Investment Managers. She received a Master of Business Administration from the Wharton School, University of Pennsylvania, and a Bachelor of Science from Stanford University and is a Chartered Alternative Investment Analyst and a Chartered Financial Analyst.
Caitlin Wege is a partner at MooDoos Investments, a private family-owned investment fund that invests in early-stage companies throughout North America. MooDoos is industry agnostic and invests in several industries including life sciences, manufacturing and education technology. She is an experienced angel investor and fund manager that serves on the board of portfolio companies CPL Canada, its sister company, Glasshouse Pharmaceuticals and Neuralace Medical.
Caitlin is the president of Tech Coast Angels, San Diego Chapter. Tech Coast Angels is the largest Angel network in the US. She is also a trustee and finance committee member for the Wege Foundation, an environmentally-focused family foundation based in Grand Rapids, Michigan, a board member of The Ecology Center in Orange County and serves as a mentor and advisory board member for the ZIP Launchpad, the business accelerator at San Diego State University.
John Mazur brings a diverse public equity investing career to the panel. After receiving his MBA in Finance from the Wharton School in 1999, John accepted a position with Nicholas Applegate in San Diego as an emerging markets analyst covering Eastern Europe and Russia. From there he was promoted to technology analyst for the US small cap growth and mini cap growth funds, including lead analyst on all small cap tech IPOs. After the acquisition of Nicholas Applegate by Allianz Global Investors, Mr. Mazur stayed on to co-manage the Nicholas Applegate/AGI Small Cap Value Fund ($1 billion assets) which achieved the prestigious 3 year Morningstar 5-Star rating as a consistent top echelon performing fund vs. peers. Since his time at NA/AGI, Mr. Mazur has managed family, private and institutional funds in a variety of styles. Recently, he concluded a seven year tenure managing a USC endowment fund which achieved a 94% return vs. the benchmark S&P 500 84% return in the same period. He received his B.S. in Biology from USC, where as an NCAA football student-athlete, he was also the starting quarterback. He also played football and baseball at Texas A&M University, and had a brief stint with the San Francisco 49ers. Mr. Mazur splits his time between endeavors in Los Angeles and San Diego.