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Chase Armer, DBA, CFA

Chase Armer is a co-owner of Planned Solutions, Inc., a Sacramento-based financial planning and investment advisory firm, where he is a financial planner and a member of the Planned Solutions Investment Management Committee. Chase holds several professional designations including Certified Financial Planner Practitioner, Chartered Financial Analyst, and Enrolled Agent. Chase has a degree in economics from California State University, Sacramento, a master’s in taxation from William Howard Taft University, a certificate in personal financial planning from UC Davis Extension, and a doctorate in business administration from William Howard Taft University. He is a past president of the Financial Planning Association of Northern California.

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Sadaf Ashtari, PhD

Sadaf Ashtari is an Assistant Professor of Information Systems and Business Analytics in the College of Business Administration at California State University, Sacramento. She earned her PhD in technology and professional service management from Eastern Michigan University and holds master’s and bachelor’s degrees in management information systems from Azad University (Science and Research Branch), Tehran, Iran. She has studied the impact of IT applications in health care and the role of organizational and social factors on the effectiveness of electronic health records. Her research interests include applications of information systems in chronic disease prevention and management, and business intelligence in the health care industry.

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Will Austin

Will Austin is a Senior Analyst at Cushman & Wakefield, where he assists in the disposition, acquisition and leasing of office, industrial and retail commercial real estate throughout Northern California and Northern Nevada. He holds bachelor’s and master’s degrees in sociology from Trinity College and California State University, Fullerton, respectively. He attends UC Davis, pursuing an MBA.

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Seung Bach, PhD

Seung Bach is Professor of Entrepreneurship and Strategic Management in the College of Business Administration and the faculty director of the Center for Entrepreneurship at California State University, Sacramento. He earned his PhD in business administration at the University of Tennessee, Knoxville, and his MBA at the George Washington University, Washington, D.C. His expertise is in the areas of new venture creation, small business management, entrepreneurial transitions, innovation and corporate entrepreneurship, and global management and strategy.

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Jessica Bagger, PhD

Jessica Bagger is a Management Professor at California State University, Sacramento, and Associated Faculty at the University of Gothenburg in Sweden. She received her PhD in management at the University of Arizona. Dr. Bagger’s scientific research relates to factors impacting employee well-being and performance, including HR systems, leadership, and organizational culture.

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Jason Bell, CFA

Jason is Chief Investment Officer and a Partner at Capital Planning Advisors, LLC. In this role, he is responsible for directing the investment policy of the firm and its clients as well as managing the investment and research team. He leverages both a boutique and institutional perspective from two decades of experience working with high net worth families and nonprofit organizations.

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Jesse Catlin, PhD

Jesse Catlin is an Assistant Professor of Marketing at California State University, Sacramento. He holds a PhD in management with an emphasis in marketing from the University of California, Irvine, and holds master’s and bachelor’s degrees in economics from California State University, Sacramento. His research interests include consumer behavior and decision-making. Prior to his academic career, he worked as a consultant on projects related to market research and economic development.

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Matt Cologna

Matt Cologna graduated with a degree in business from California State University, Sacramento, and has been active in commercial real estate for the past 21 years in Sacramento. His experience includes owner/user and investment sales, logistics, landlord and tenant representation, land assemblage, build to suits, and developer relations. He has represented clients on a local, regional, and national basis. He is involved with the Cushman & Wakefield Global Supply Chain Solutions Group offering additional insight into current and future needs of occupiers in the market. Matt has completed over 17 million square feet of deals with a value exceeding $620 million.

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John E. Frisch

John Frisch has been active in commercial real estate brokerage for 37 years in the Sacramento region. During his career, he has been involved in over 1,000 lease, sale and build-to-suit transactions totaling over 10 million square feet. John also is an active volunteer with several non-profit organizations in the region, including the Salvation Army, the Los Rios Community College Foundation, the Sacramento Metro Chamber of Commerce and The Rotary Club of Sacramento. John lives in Arden Park with his wife, Maggie.

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Nick Hladek

Nick Hladek works as a Quantitative Modeler at Golden 1 Credit Union, where he assists in the development and implementation of quantitative models. Prior to his time at Golden 1 Credit Union, Nick worked as a Senior Research Analyst at the Greater Sacramento Economic Council. He holds both a bachelor’s degree and master’s degree in economics from California State University, Sacramento.

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Brian M. Leu, CFA, CAIA

Brian Leu is the Head of Trading in the Execution Services and Strategy group at CalPERS, overseeing the trading activities of the internally managed equity and derivatives portfolio. Prior to joining CalPERS, he worked at DCA Capital Partners supporting the firm’s private equity investments and investment banking business. Previously, Brian worked in the Equities division at Deutsche Bank Securities and at a long-short equity hedge fund in New York City. He earned his MBA from the New York University Stern School of Business and an economics degree from Duke University and also holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations. He is also a past president of the CFA Society Sacramento.

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Hao Lin, PhD, CFA

Hao Lin is a Professor of Finance in the College of Business Administration at California State University, Sacramento. He has a PhD in finance and MS in financial mathematics, both from the University of Warwick in England. His expertise is in the areas of financial markets and market microstructure. Dr. Lin holds the Chartered Financial Analyst designation.

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Lan Liu, PhD, CFA

Lan Liu is an Associate Professor of Finance in the College of Business Administration at California State University, Sacramento. She received both her PhD in finance and MSc in economics and finance from the University of Warwick in England. Her research focuses on portfolio risk management, forecasting, and performance measurement. Dr. Liu holds the Chartered Financial Analyst designation and serves on the Board of Directors of the CFA Society Sacramento.

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Elizabeth Lyon, JD, LLM

Elizabeth Lyon is an Assistant Professor of Accountancy at California State University, Sacramento. She holds a JD from the University of California, Hastings College of the Law, an LLM from the University of San Francisco, and an undergraduate degree from the University of California, Davis. Her research interests include issues related to income tax, employment tax, and consumer perceptions of taxation. Prior to joining Sacramento State, she was General Counsel for a global consumer technology corporation.

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Joe Niehaus, CFA

Joe Niehaus is the Treasurer for SAFE Credit Union, where he is responsible for managing interest rate and liquidity risks as well as developing and maintaining pricing methodologies across all product lines. Joe has worked as a bank examiner for both the public and private sectors and served five years as an Electronic Intelligence Analyst with the U.S. Navy. Joe earned an MBA from the University of Nebraska, Lincoln, and a BS in business administration from California State University, Sacramento. He holds the Chartered Financial Analyst designation and is President of the CFA Society Sacramento.

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Yang Sun, PhD

Yang Sun is Professor of Supply Chain Management and Director of the Master’s of Business Administration for Executives program in the College of Business Administration at California State University, Sacramento. In addition to his PhD in industrial engineering from Arizona State University, he has a Six Sigma Black Belt. He also received an engineering degree from Tsinghua University in Beijing, China. Dr. Sun has research and teaching interests in the areas of global supply chain management, operations strategy, Lean and Six Sigma, managerial economics, operations research, and data analytics, and is a recipient of the university’s Outstanding Scholarly and Creative Activities Award as well as Outstanding Teaching Award.

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Sanjay Varshney, PhD, CFA

Sanjay Varshney is Professor of Finance at California State University, Sacramento, and Senior Vice President/Investment Strategy Specialist for California and Nevada at Wells Fargo Private Bank – Wealth Management Group. He served as the Vice President for Economic and Regional Partnerships and Dean of the College of Business Administration at California State University, Sacramento, for 10 years. He earned an undergraduate degree in accounting and financial management from Bombay University, a master’s degree in economics from the University of Cincinnati, and a PhD in finance from Louisiana State University. He also holds the Chartered Financial Analyst designation. Dr. Varshney serves as the Chief Economist for the Sacramento Business Review.

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Anna V. Vygodina, PhD

Anna Vygodina is an Associate Professor of Finance in the College of Business Administration at California State University, Sacramento. She holds a PhD degree in finance from the University of Nebraska, Lincoln, and an MBA with economics minor from the University of Nebraska, Omaha. Dr. Vygodina’s research interests are in exchange rates, speculative tensions, and heterogeneous expectations in the capital markets.