Claremont McKenna College

Peter Barker '70, P'01
Chair, The Robert Day School Board of Advisors
Retired Chairman of California, JPMorgan Chase & Co.
Retired Partner, Goldman, Sachs & Co.

Todd Barker '01
Managing Director, Global Equities Primary Strategies,
Citadel Investment Group

Mr. Barker holds a Bachelors of Politics, Philosophy and Economics from Claremont McKenna College.

Gary Birkenbeuel '80
Partner,
Ernst & Young

Gary Birkenbeuel graduated from Claremont McKenna College in 1980 with a B.A. in economics.

He has been a partner at Ernst & Young since 1992. His nearly three decades of experience in public accounting have allowed him to serve multinational, publicly- and privately-held companies engaged in aerospace and defense, entertainment, technology, and media industries. His extensive knowledge of mergers and acquisitions, joint ventures, and accounting and auditing issues have benefited a list of current and former clients including Teledyne Technologies, Lions Gate Entertainment, TicketMaster, Earthlink, USA Studios, Petersen Publishing, PropertyFirst.com, Film Roman, Iwerks Entertainment, and The Los Angeles Dodgers.

Mr. Birkenbeuel has served as Pacific South West Area Industry Leader for Technology, Communications and Entertainment (1997-2002), and from 2002-2008, as Pacific South West Area AABS Managing Partner. He serves on the boards for Junior Achievement, the Los Angeles Sports Council, and the American Film Institute, and has been licensed to practice accounting in California since 1984. He also is a member of AICPA and California Society of CPAs.

Jose A. Campos ’91
Partner, 
Deloitte & Touche LLP

Jose Campos graduated from Claremont McKenna College summa cum laude with a B.A. in economics-accounting and Chicano studies.

During his 18 years with Deloitte & Touche LLP, Mr. Campos has served large public clients including Health Net, Inc., a managed healthcare services company based in Woodland Hills. He also is a member of the corporate audit team of Deloitte’s Northrop Grumman Corporation in Los Angeles––which includes leading the corporate audit as well as the audits of Northrop’s employee benefit plans. He was admitted to the partnership in August 2005 and has led Deloitte’s audit recruiting team’s efforts at Claremont McKenna College.

Passionate about matters affecting the Latino community, Mr. Campos has been a volunteer member of the Board of Directors of AltaMed Health Services Corporation for more than a decade–a nonprofit, federally-qualified health care center for the underserved in Los Angeles. His interests also focus on recruitment of underrepresented students to the public accounting profession, including outreach efforts to promote greater awareness of the profession and related opportunities.

Those efforts include his role as former vice president for the Los Angeles Chapter of the Association of Latino Professionals in Finance and Accounting, and his current position as vice chair of the Board of Directors of Inroads Southern California, helping place talented minority youth in business and industry while preparing them for corporate and community leadership.

Heidi Nelson Cruz ’94
Vice President
Private Wealth Management Group
Goldman Sachs, Texas

Cruz, who graduated Phi Beta Kappa with a B.A. in economics and international relations from CMC in 1994, is a vice president in the Private Wealth Management Group at Goldman Sachs, Texas. She and her two partners work with clients to implement high net worth portfolios across a range of investments and asset classes, including complex derivatives products, private equity, hedge funds, single stock risk management, U.S. and international equities, and fixed income.

Ms. Cruz began her career as an investment banker with JPMorgan in New York, focusing on international structured finance and subsequently on Latin America mergers and acquisitions.

In 2000, she served on the Bush 2000 Campaign in Austin as one of President George W. Bush's three economic advisors. She also served in the Administration as the economic director for the Western Hemisphere at the National Security Council at the White House, advising the President and then-National Security Advisor Condoleezza Rice. She also is a former director at the U.S. Treasury Department and was special policy assistant to Ambassador Robert B. Zoellick, then Chief U.S. international trade negotiator.

In addition to her private-sector work, Heidi served on the Board of Directors of Living Water International, dedicated to providing clean water and sanitation equipment in the developing world. Her publications include the book chapter, "Expanding Opportunity Through Free Trade," in Thank You, President Bush; a chapter in Exchange Rate Policies for Emerging Market Economies; and a Harvard Case Study: "American International Group." She also is a Term Member of the Council on Foreign Relations.

After graduating from CMC, Ms. Cruz received an M.B.A. from Harvard Business School, and a master's of European Business from Universite Libre de Bruxelles in Brussels, Belgium.

Alan M. Delsman '68
Deputy Head of Credit Risk Management-Global Investment Bank, Corporates,
Deutsche Bank AG

Alan Delsman graduated from Claremont McKenna College with a B.A. in International Relations in 1968 and from the University of Washington with a M.A. in Political Science in 1970.

In 2001 Mr. Delsman joined Deutsche Bank, where he is the Head of Credit Risk Management for the Americas responsible for corporations within the Investment Bank. He also is the Deputy Head for this responsibility globally.  His first role at Deutsche was as Chief Credit Officer for Latin America.

Prior to joining Deutsche Bank, Mr. Delsman worked for The Chase Manhattan Bank, where he held a variety of positions that included assignments in Tehran, London, Panama, Miami and New York.

Mr. Heuberger serves on the Board of Directors for America’s Foundation for Chess, and also serves on investment committees for the College Success Foundation, the UNCF, and The Overlake School, where he also served as a Trustee from 2003 to 2006.

Mr. Heuberger received a B.A. degree in economics and mathematics from Claremont McKenna College in 1996.  He earned the Chartered Financial Analyst (CFA) designation in 1999.

Andrew J. Kaiser P'13
Chief Operating Officer,
Goldman Sachs 
Bank USA

Andrew Kaiser is chief operating officer of Goldman Sachs Bank USA.  Mr. Kaiser is responsible for strategy, business development, private banking, operations and technology.  Previously, he was responsible for building and running Private Banking within Private Wealth Management.

Mr. Kaiser joined the firm in Mortgage Finance in Fixed Income in 1986.  From 1987 to 1996, he was a member of the Financial Institutions Group in the Investment Banking Division (IBD) and was based in both Los Angeles and New York.  From 1997 to 2005, Mr. Kaiser was head of the Risk Markets Group, a joint venture of IBD and FICC, responsible for corporate risk securitization and risk management.  He was named managing director in 1997 and partner in 2006.

Prior to joining the firm, Mr. Kaiser was an associate at Merrill Lynch and an analyst at Becker Paribas.  He is a member of the Board of Directors of NatureServe, a nonprofit organization dedicated to providing the scientific basis for effective environmental conservation action.  He is also a former co-chairman of the Risk-Linked Securities Sub-Committee of the Bond Market Association.

Mr. Kaiser received a BA from Stanford University in 1983.

Tami Kidd '97
Director,
U.S. Leveraged Finance,
Barclays Capital

Tami Kidd graduated from Claremont McKenna College in 1997, with a B.A. in economics-accounting.

She joined Barclays Capital as a director in U.S. Leveraged Finance in June 2007. In the leveraged finance group, Ms. Kidd focuses on financing commitments, leveraged loans, and high yield for sponsor and corporate clients in healthcare and middle market.

Prior to joining Barclays Capital in 2007, Ms. Kidd worked at Merrill Lynch & Co. in Leveraged Finance and UBS Investment Bank in the Financial Sponsors Group. She began her career in investment banking as an analyst at Donaldson, Lufkin & Jenrette in 1997.

I. Joseph Massoud '89
Managing Partner, Anholt Services (USA) Inc.

Joseph Massoud is the Managing Partner of Anholt Services (USA) Inc.  He was previously the CEO of Compass Diversified Holdings and the Managing Partner of Compass Group Management LLC from 1998 to 2012.

Previously, Mr. Massoud was with Petroleum Heat and Power, Inc., Colony Capital, Inc. and McKinsey & Co.  Mr. Massoud currently serves as a director of Teekay LNG Partners LP (NYSE: TGP), as well as a number of private companies and Big Brothers Big Sisters of Connecticut.  Mr. Massoud is a graduate of Claremont McKenna College and the Harvard Business School.

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Thomas B. Neff '76
Founder, Chairman and Chief Executive Officer,
FibroGen, Inc.

Biographic Information to Follow

John R. Shrewsberry '87
Executive Vice President, Group Head
Securities Investment Group
Wells Fargo Bank

John R. Shrewsberry is an Executive Vice President and Group Head of Wells Fargo’s Securities and Investment Group, which includes the institutional fixed income, equity and derivatives sales and trading activities of the firm, public finance, investment research, and a credit intensive principal investment portfolio of more than billion of assets. The business has offices in the U.S. in addition to Europe and Asia.  Mr. Shrewsberry is based in San Francisco, and is a member of the firm’s Management Committee.

With more than 20 years of experience in banking and investing, he assumed his current role in 2006.  From 2001 through 2005, he was the Group Head of Wells Fargo Commercial Capital, the successor to a commercial finance company he co-founded that became part of Wells Fargo in 2001.  Previously Mr. Shrewsberry worked at Goldman Sachs and Credit Suisse First Boston in the principal finance areas.

He earned his B.A. in economics from Claremont McKenna College and an M.B.A. from the Yale School of Management.  With a strong commitment to the community, Mr. Shrewsberry serves on the boards of The Robert Day School of Economics and Finance, the American Bankers Association Securities Association and the San Francisco Chapter of the Juvenile Diabetes Research Foundation.  Born in Connecticut, he and his family live in Piedmont, California.

Blaine Stephens '95

Blaine Stephens graduated from Claremont McKenna College in 1995 with a B.A. in International Relations.  He holds a Masters of International Affairs from Columbia University, School of International and Public Affairs.  He is the Chief Operating Officer of Microfinance Information Exchange and is responsible for their global operations, ensuring relevant coverage of the microfinance market, managing MIX’s team of microfinance analysts, publishing and training widely on MFI performance and leading MIX’s efforts to standardize microfinance reporting. He brings training experience from the United Nations’s UNCDF Microfinance unit and retail microfinance experience from Al Amana, Morocco’s leading microfinance provider. He speaks French, Arabic, and German.

Julius Wang
P'14 P'15

Mr. Wang is the Head of Samena Asia Managers. Prior to joining Samena Capital, he was a Managing Director with Vision Investment Management in charge of the firm’s Hedge Fund Seeding Group. He has 18 years experience in the investment management industry. Prior to Vision, Mr. Wang started and ran the Asian investment operations for a US based multi-strategy fund, and before that, managed a multi-billion, multi-strategy portfolio of hedge funds for a prominent family office in Hong Kong. Mr. Wang has 7 years of private equity experience investing and operating companies throughout Greater China. He has been a Managing Director of three companies encompassing consumer and industrial products where he led restructurings. Mr. Wang began his career with IBM and later joined the Boston Consulting Group. He graduated from the University of New Hampshire with a Bachelor's degree in Economics and received his MBA from the Harvard Business School.