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Titan Capital Management california State University of fullerton

Mission

Titan Capital Management (TCM) is a program that provides students the opportunity to apply knowledge and skills learned in the classroom to manage investment portfolios in ‘real time’. Student teams spend 12 months managing either a stock (equity) or bond (fixed income) portfolio funded by the CSUF Philanthropic Foundation with support from generous donations of CSUF alumni. Each portfolio is overseen by highly qualified faculty and advisory boards drawn from local investment practitioners.

Experience

Titan Capital Management begins with three ‘boot camp’ sessions in the summer, followed by applied investment courses in the fall and spring semesters of the subsequent year.

Class sizes are small, with each team (Equity and Fixed Income) consisting of up to 14 students. Team members develop one-on-one relationships with faculty and board members to receive coaching and mentoring unavailable in a normal classroom environment.

Members of each investment team take on the roles of Portfolio Manager, Economist, and Financial Analyst with all team members contributing to the analysis and recommendations associated with each role. Individual students and teams make formal presentations multiple times during the year to polish their presentation skills and strengthen their ability to communicate investment concepts accurately, concisely, and persuasively.

State of the Art Resources

Students participating in Titan Capital Management (TCM) learn to support their investment recommendations with comprehensive industry and company competitive analysis, thorough review of financial statements, and a detailed cash flow forecast and valuation calculation. To develop a robust investment analysis, TCM students receive training on Bloomberg software, which is widely used by investment professionals for market data and security analysis.

Bloomberg provides access to the broadest array of investment data sources in the industry, including real-time prices and index values for stock and bond markets in the U.S. and around the world, financial information on publicly traded companies, and detailed information on individual stock and bond issues. Proficiency with this platform can provide students with a head start on the competition when beginning a job search after graduation.

TCM students also have 24-hour access to a seminar room dedicated to team collaboration and investment research. Students can use this room to review market data, research financial information of target companies, and debate ideas with colleagues. Upon completion of the TCM program, students have gained firsthand knowledge of the financial markets and are ready to begin their careers as financial analysts, traders, or essential supporting team members in the highly competitive investment management industry.

TCM at Jackson Square Partners

Titan Capital Management students are given an opportunity to travel to San Francisco and New York to meet with investment professionals, attend investment conferences, and visit investment firms for real world experiences.

Requirements

Titan Capital Management builds on curriculum presented across the business administration courses offered at CSUF. To qualify for Titan Capital Management, students must have a GPA of 3.0 or better and be committed to pursuing a career in asset management or financial analysis.

Candidates must be full-time graduate or undergraduate students willing and able to participate in the entire 12-month Titan Capital Management program, beginning with three ‘boot camp’ sessions held the summer after acceptance into the program, and continuing through the fall and spring semesters of the following academic year.

Titan Capital Mangement candidates must complete a rigorous application process including:

  • Written essay and recommendation by at least one CSUF faculty member
  • Development and defense of a research report for a designated company
  • In-person interview with a panel of finance faculty and TCM board members
  • Critical thinking and problem solving skills assessment
  • Satisfactory completion of Finance 321- Financial Analysis II and Finance 340 -Introduction to Investments (or equivalent graduate course) prior to the fall semester of participation

Candidates with strong academic success in their finance courses and active participation in the Student Managed Investment Fund (SMIF) club sponsored by the Chartered Financial Analyst Society of Orange County are given preference when applying to Titan Capital Management. Click link below for more information about SMIF.

Recommended Coursework

  • Junior Year/Fall Semester: FIN 320, join SMIF investment club
  • Junior Year/Spring Semester: FIN 321, FIN 335, FIN 340
  • Senior Year/Fall Semester: FIN 442*, FIN 435, 440, or 463
  • Senior Year/Spring Semester: FIN 443*, FIN 435, 440, or 463

Managing Director/ Fixed Income Team Director of Titan Capital Management

Marcia Clark, CFA

Marcia Clark has spent 27 years with the investment firm PIMCO and its parent company Allianz Global Investors. She currently serves as a Senior Research Analyst and Investment Committee member for the private wealth management firm Warren Street Wealth Advisors. In addition, Ms. Clark is a full-time professor at California State University of Fullerton (CSUF), teaching courses in corporate finance, fixed income, and investments; while also being the faculty adviser for the Student Managed Investment Fund and Managing Director of Titan Capital Management.

Equity Team Director of Titan Capital Management

Dr. Dipasri Ghosh

CSUF Philanthropic Foundation Board Members

Equity Team Board Members

Raymond Goldblatt,CFA, is the Managing Partner of Joshua Doore Capital Group, a senior life settlements funding, servicing and origination company, headquartered in California. He has 25 years experience in fund management and insurance businesses. Prior to starting JDCG, Raymond, spent 5 years in the Sanlam Group in South Africa holding positions of Chief Operating Officer at Gensec Asset Management and MD:External Interface for Sanlam Asset Management. He was responsible for client interactions, portfolio risk management and introducing alternative hedge products.

Robert M. Kargenian, CMT, has been a Chartered Market Technician and Professional Member of the Market Technicians Association since 1989 and holds a Bachelor of Arts degree from California State University, Fullerton. His work has appeared in Technical Analysis of Stocks & Commodities as well as in Advisor Perspectives, the leading interactive publisher for Registered Investment Advisors (RIAs). He is a contributing author to Financial Savvy for the Small Business Owner (Financial Forum Publishing, 2009). Additionally, Bob is a member of the Paladin Registry, an independent resource for fiduciary investment professionals

Jeffrey S. Van Harte, CFA, became a member of Jackson Square Partners (JSP), at its inception in May 2014 as chairman and chief investment officer. Jackson Square Partners manages large-cap growth, smid-cap growth, all-cap growth, and global growth portfolios. Prior to joining JSP, he was the chief investment officer of the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth, and global growth portfolios. Prior to Delaware Investments, he was a principal and executive vice president at Transamerica Investment Management. Van Harte has been managing portfolios and separate accounts for over 30 years. Before becoming a portfolio manager, Van Harte was a securities analyst and trader for Transamerica Investment Services, which he joined in 1980. Van Harte received his bachelor’s degree in finance from California State University at Fullerton

Fixed Income Team Board Members

Bob Boyd is a Managing Director for Pacific Asset Management. Bob is a Co-Portfolio Manager on the High Yield Bond strategy and is responsible for credit analysis of the Gaming, Industrials, and other cyclical sectors. He joined Pacific Asset Management in 2012. Previously, Bob was with PIMCO for 14 years, where he was a Vice President, Bank Loan Portfolio Manager, and Credit Analyst. Bob has over 15 years of investment experience, focused on leveraged finance, credit analysis, and structured products. He holds a bachelor's degree from California State University, Long Beach and an MBA from the University of Southern California.

Parth Bhatt is the Chief Investment Officer for San Bernardino County. Prior to his current position, Mr. Bhatt was an Assistant Portfolio Manager at County of Orange, Treasurer’s office where he was responsible for managing two money market funds and a short-duration bond fund. Prior to joining the Orange County, Parth was an assistant portfolio manager for Chandler Asset Management (2012-2015). Parth has extensive experience in managing institutional fixed income portfolios encompassing a wide range of fixed income securities. Parth holds B.A. and M.A. degrees in economics from the California State University, Fullerton. Parth is also a Level III Candidate in the CFA Program.

Victor Dosti, for the last 16 years, has worked for some of the best investment firms in the country. His professional background includes fundamental research, equity mutual fund and equity hedge fund management. Mr. Dosti was the lead portfolio manager for the SmithBarney Small Cap Growth mutual fund, a five star Morning Star rated fund. Mr. Dosti has a BS from the University of Southern California and a MBA from the University of Chicago.

Richard Mak, CFA, joined H&W in 2013 and is a portfolio manager for the High Yield bond strategy. In his role as portfolio manager, Mr. Mak plays an integral role in the investment research review and decision making process and coordinates the day-to-day management of all High Yield bond portfolios. Prior to joining the firm, Mr. Mak worked at PIMCO in multiple roles ranging from credit analyst to high yield portfolio manager, primarily focused on internal high yield funds. Prior to his position at PIMCO, Mr. Mak was an equity analyst at Epoch Partners covering telecom equipment and related technology issuers. Mr. Mak, a CFA charterholder, received his BA in Business Economics with a minor in Accounting from University of California, Los Angeles, and MBA with emphasis in Finance and Strategy from the Anderson School of Management at the University of California, Los Angeles.

Dominic Nolan, CFA, is a Senior Managing Director for Pacific Asset Management and a member of the firm’s Executive Investment Committee. He is head of product and investment strategy design, business development, and account management. Prior to this, he was the director of institutional business at Lombardia Capital Partners. Prior to Lombardia Capital, he was Vice President and Product Manager for LM Capital Group, an institutional global fixed income manager. Prior to LM Capital, Mr. Nolan worked at Fidelity Investments. Mr. Nolan has over 14 years of industry and investment experience. He holds a bachelor's degree in business finance from CSU Fullerton and an MBA from the Anderson School of Management at UCLA. He is a CFA Charterholder and a member of the CFA Society of Los Angeles.

Blake Street, CFP, CFA, is a Founding Partner and Chief Investment Officer of Warren Street Wealth Advisors. Blake graduated from California State University, Fullerton in 2009 with a Bachelor of Arts in Finance. He is a CERTIFIED FINANCIAL PLANNER™ (CFP™) and holds the Chartered Financial Analyst (CFA) designation. Blake began his career in financial services at La Pointe Wealth Management, LPL Financial, in 2008. For four years he operated in a multi-faceted role, developing expertise in comprehensive financial planning and investment management, as well as trading & research. As Chief Investment Officer for Warren Street Wealth Advisors, Blake leverages his professional and academic experience to equip the firm’s clients and their advisors with the tools necessary to achieve a secure financial future.

Journey's of Titan Capital Management 2017 - 2018

Titan Capital Management Hits Wall St.
Titan Capital Management goes to San Francisco!
TCM Fixed Income Team goes to Janus Henderson Investors!

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