biography alfred j. r. villalobos

8/14/2019 Biography Alfred j. r. Villalobos

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BIOGRAPHY

ALFRED J. R. VILLALOBOS

EDUCATION

Primary/SecondaryFirst TwelfthLos Angeles City Schools

UndergraduateBachelor of ArtsWhittier College, Whittier, California

Additional Graduate StudiesPepperdine UniversitySchool of Business and Management, Malibu, California

Loyola UniversitySchool of Law, Los Angeles, California

Professional LicensesFINRA: Series 24, Series 7, Series 63

PROFESSIONAL EXPERIENCE PRESENT

Chairman 2008 - PresentARVCO Financial VenturesFINRA and SIPC registered Broker Dealer. Portfolio and specific asset analysis, valuations, andasset class allocations. Alternative investment class specialist. Private Investment Banking, BusinessDevelopment, Management Consulting Services. Specialist in Mergers and Acquisitions, Spin-offs,Corporate Finance, and Special Financing. Experienced in Collateral Recovery, Workouts, and IRSsettlements.

Managing Director 1973 - 2008ARVCO Capital ResearchPortfolio and specific asset analysis, valuations, and asset class allocations. Alternative investmentclass specialist. Private Investment Banking, Business Development, Management ConsultingServices. Specialist in Mergers and Acquisitions, Spin-offs, Corporate Finance, and SpecialFinancing. Experienced in Collateral Recovery, Workouts, and IRS settlements.(since 1973)

PROFESSIONAL EXPERIENCE PAST

Chief Strategist 1995 - 1997Private Fund Group / Donaldson, Lufkin, & Jenrette Securities CorporationNew York, London, Chicago, San FranciscoWall Street Securities firm providing full service investment banking activities. The Private FundGroup specializes in the private placement of private equity funds, which are blind pools formed forlong term private investment transactions.

Board Member Board of Administration 1992 - 1995CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM (CALPERS)Sacramento, CaliforniaCALPERS is the countrys largest public employees pension fund, with a 120+ billion dollarportfolio. Member, Strategic Planning Committee (Chairman), Investment Committee, Executive


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Compensation Committee, and Health Benefits Committee. The fund serves approximately1,022,000 members, active and retired.

Board Member 1992 - 1995STATE PERSONNEL BOARD (SPB), STATE OF CALIFORNIASacramento, CaliforniaSPB is the constitutional body responsible for the California state civil service system. SPBadjudicates and sets precedents for adjudication, approves management and employee categories,determines private service contracting, administers employee testing, administers affirmative action

goals, and must review and approve demonstration projects affecting personnel.

Board Member 1992 - 1995COUNCIL OF INSTITUTIONAL INVESTORS (New York & Washington, D.C.)Member Executive CommitteeMembers consist of American public and private pension funds who administer $6.0 trillion.

Deputy Mayor 1993CITY OF LOS ANGELESPension Systems, Economic Development, Business Development, Small Business, MinorityBusiness, Finance, Community Development, Redevelopment, Convention Center & Tourism, andStrategic Planning.

Vice Chairman Managed Care Program 1991 - 1993PACIFIC HEALTH MANAGEMENT ORGANIZATIONPACIFIC HEALTH CORPORATION, Long Beach, CaliforniaPacific Health Corporation owns and operates five proprietary hospitals and a HMO in Los Angelesand Orange County.

Executive Vice President Research, Development and Evaluation 1991 1993PACIFIC COMMUNITY PARTNERS, Santa Rosa, CaliforniaPacific Community Partners is a consortium of private non-profit corporations that provide servicesto disadvantaged individuals and migrant farm workers in California, Oregon, Washington, andHawaii. The Consortium has developed a unique approach toward assisting the chronic unemployedand under employed to achieve self sufficiency.

Vice Chairman, Board of Directors 1979 1980Chairman, Audit CommitteeSANTA ANA STATE BANK, Santa Ana, California

Chairman 1973 - 1978CALIFORNIA BOARDBANCO POPULAR DE PUERTO RICOBanco Popular is a full service commercial bank with over 100 branches in California, New York,and Puerto Rico. Chairman, Loan Committee.

President 1972 - 1973

LOS ANGELES NATIONAL BANK (In-Organization), Los Angeles, California

President and Chief Executive Officer 1968 1973NATIONAL ECONOMICAL DEVELOPMENT ASSOCIATIONLos Angeles, California and 26 other locations in the United Sates and Puerto Rico.

Chief Consultant 1967 - 1968DEPARTMENT OF HUMAN RESOURCES DEVELOPMENTSTATE OF CALIFORNIA, Sacramento, California


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Chief Consultant 1966 - 1967SERVICE CENTER ADMINISTRATIONSTATE OF CALIFORNIA, Sacramento, California

CORPORATE BOARDS (PAST)

Banking and Finance:National Economic Development Association, Inc.Los Angeles National Bank

Santa Ana State BankBanco Popular de Puerto Rico, California DivisionOther:Delsie Food Corporation (Food Processing)El Arca, Inc. (Social Services Administration)NEDA Property Corporation (Property Management)NEDA Systems Corporation (Software)

Volunteer Activities

1993 1997

Trustee,

Center for Excellence in Education, McLean, Virginia

Trustee,Research Science Institution, Boston, Massachusetts (In cooperation with MIT and Harvard)

1989 1993

Board MemberFamily Support Advisory Board (Chairman 1989-1991)County of Los Angeles, Los Angeles, California

1972 1995

Served at various times as an officer, director, or member of the following organizations:

Senatorial Hispanic Task Force, Washington D.C.

Congressional Hispanic Caucus Institute, Inc., Washington, D.C.

United States Mexico Foundation, San Diego, CaliforniaChairman, 1988 & 1991

National Association of Minority Business Development OrganizationsWashington, D.C.National Chairman

GMAT Advisory Committee

Educational Testing Service, Princeton University, Princeton, New Jersey

Western States Manpower Advisory Board (Appointed by U.S. Secretary of Labor)California, Arizona, Nevada, Oregon, Washington and Hawaii


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Carrissa M. Villalobos

P.O. Box 7172-295 Stateline, NV 89449 (775) 691-0593 [email protected]

EDUCATION

Southwestern University School of Law Los Angeles, CA

Juris Doctor - May 2005

Whittier College - Whittier CABachelor of Arts, Political Science - May 1999

EXPERIENCE

ARVCO Financial Ventures, LLC 2009 - presentStateline, NV

General Counsel and Compliance Officer Directs and oversees all administrative and legal matters for FINRA registered Broker-

Dealer. Supervises all Administrative staff Facilitates all administrative and compliance trainings.

ARVCO CAPITAL RESEARCH, LLC 2006 - 2008Stateline, NV

General Counsel and Chief of Real Estate Division Handle all administrative matters and legal issues for international investment banking and

financial advisory firm. Oversee all project reviews, due diligence, project analysis and project management forcompanys Real Estate clients.

OFFICE OF THE CHAPTER 13, KATHY A. DOCKERY 2005Los Angeles, CA

Legal Analyst Responsible for monthly analysis of delinquent cases and handling of draft pleadings. Analyzed pending delinquent cases and recommended appropriate courses of action.

UCLA CENTER FOR HEALTH POLICY RESEARCH 2000-2001Los Angeles, CA

Financial & Administrative Assistant Ensured Centers compliance with University, federal, state and private funding agencies

policies and procedures for financial management. Responsible for monthly reconciliation ofgeneral ledgers and assist with completion of monthly financial reports.

Served as liaison between Center and UCLA Corporate Accounting office, as well as primarycontact for all Center vendors regarding financial issues.

Assisted Financial Manager with completion of monthly financial status reports and quarterlyCenter financial status reports. Analyzed contractual obligations concerning reportingrequirements and provided tracking methodology for all indirect expenses.


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biography alfred j. r. villalobos

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