The University of Oregon's programs in finance and accounting have been producing superior graduates for many years. Consequently, many of our alumni have gone on to successful careers—from New York to Portland to Hong Kong to Boston to San Francisco. Several came together to found and create the Finance and Securities Analysis Center. Our founders represent the fields of private equity, risk management, commercial real estate, traditional asset management, and alternative investing. This diversity of professions and knowledge has shaped the center's broad scope.
Aequitas Capital Management, Inc.
Aequitas Capital Management, Inc. is a value-oriented alternative investment manager focused on middle market companies. In 2002, Aequitas Capital made the strategic decision to expand its operations from traditional investment banking services to include fund management in order to offer outsized returns to investors. The firm now offers a variety of investment strategies in private equity, mezzanine and secured debt, seeking a three-fold return on investment: financial, social, and environmental. Since its founding in 1993, Aequitas Capital has applied its market insight, expertise and discipline to approximately $2 billion in customized transactions for clients.
Managing Partner, Castle Pines Capital, LLC
Chuck Lillis is a founding partner of Castle Pines Capital, a provider of channel financing for the communications equipment industry. He is also a principal in private equity group Lone Tree Capital. He served as chairman and CEO of MediaOne Group from its inception in 1995 through its acquisition by AT&T in 2000. Prior to MediaOne he held a variety of positions at US West, GE, and DuPont. He has also served in several academic positions including dean of the University of Colorado Business School. Lillis is a member of the board of directors for SuperValu, Williams Companies, and Medco Health Solutions, and a trustee of The Lillis Foundation. He holds undergraduate and master's degrees from the University of Washington and a PhD from the University of Oregon. He and his wife Gwen live in Denver and Seattle and are parents of three children and grandparents of seven.
Chairman and Chief Executive, 2030 Investors, LLC
Eli Morgan cofounded M Financial Group and M Life Insurance Company in 1978, a national marketing and reinsurance organization with 105 offices, currently generating in excess of $1 billion in revenue. This organization specializes in executive compensation planning, as well as estate and business continuity planning for business owners and high net-worth individuals. In 1996, he retired as president and CEO of M Financial Group. In addition, Morgan was the founder of Management Compensation Group Northwest and its predecessor, Resource Management Consultants. He served as president and CEO from 1963 through 1985. Currently, Morgan serves on the board of Self Enhancement, Inc. (SEI) and the Providence/St. Vincent Medical Foundation Council of Trustees. He is a member of the World Presidents Organization and past chairman of Oregon's Young Presidents Organization.
President, JFR Foundation
Jim Rippey grew up in Coos Bay, Oregon, and graduated in 1953 from the University of Oregon with a bachelor's degree in business administration. One of his professors steered him to New York University, where he gained his master's degree before going to work for Merrill Lynch on Wall Street. Upon completing Merrill Lynch's training program, he returned to Oregon, and in 1962, he founded Columbia Management Company with Jerry Inskeep. In 1967, Columbia offered Oregon's first mutual fund, the Columbia Growth Fund. What started as a two-man brokerage firm became the Pacific Northwest's largest money management company. Rippey retired as president in 1999 after Columbia Management was purchased by Fleet Bank (later Bank of America). Rippey remains active in the community and with philanthropic endeavors. In addition to his family foundation, he serves on the boards of Providence/St. Vincent Medical Foundation, PSU Foundation, and Rotary Charitable Trust. He had been an active supporter of the University of Oregon for more than fifty years.
Ronald A. Sauer
Chairman, CEO, & Chief Investment Officer, Mazama Capital Management
Ronald Sauer is the founder of Mazama Capital Management. He oversees the investment process and is the lead portfolio manager on all Mazama strategies. Sauer has been active in growth investing since 1980. He developed Mazama's proprietary price performance model (PPM) in 1985, and it is the foundation of Mazama's investment philosophy, process, and portfolio management. Mazama Capital Management is one of the country's largest institutional asset managers specializing in small- and mid-cap growth portfolio management, with offices in Portland, Oregon, and New York City. Sauer graduated from the University of Oregon in 1980 with a bachelor of science in finance. Currently, he is on the dean's Business Advisory Council at the UO Lundquist College of Business. He is also on the board of Providence/St. Vincent Medical Foundation in Portland, Oregon, a 100 Top Hospitals Award winner. Sauer has been married twenty-five years to Christine Carlbom Sauer, who also graduated from the University of Oregon in 1980. The Sauers have three children and currently reside in Portland, Oregon.
ScanlanKemperBard Companies (SKB) was established in Portland, Oregon, in early 1993 with the intent of capitalizing on the real estate experience, skills, and vision of its founders. Since that time, SKB has acquired or invested in more than $2.4 billion in real estate. It has become one of the region's leading private equity firms, specializing in value-added investment projects in the western United States having total capitalization in the $15-million to $100-million range. During the past several years, the company's focus has increasingly shifted to finding, negotiating, closing, and managing value-add real estate equity investments on behalf of itself, high net-worth investors, and institutions throughout the United States. Although SKB has also invested in ground-up development projects in partnership with developers (with whom it had existing relationships) and bridge loans, approximately 80 percent of investments have been in the area of value-add investments.
President and CEO, PanAgora Asset Management
As president and CEO of PanAgora Asset Management, Eric Sorensen directs a firm with more than $20 billion in assets. The firm specializes in quantitative money management solutions using modern portfolio strategies, including bottom-up equity and multialpha macro strategies. Previously, Sorensen was the global head of quantitative research and a chief investment officer at Putnam Investments (a PanAgora shareholder), and global head of quantitative research at Salomon Brothers (now Citigroup). He wrote a book,Quantitative Equity Management, with two PanAgora colleagues, and his background includes many years as professor of finance and department head at the University of Arizona, as well as a tour as Air Force officer and jet pilot. He holds his bachelor's and PhD degrees from the University of Oregon.