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Jay Roberts
Works at Global Financial Literacy Initiative
Attends University of California, Los Angeles
Lives in Hermosa Beach, CA
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Jay Roberts

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"Entrepreneurs create what they want to create!" :) We live in a beautiful time where those who want to do something great can go after it!
 
WSJ’s Private Equity Beat covers the 18th Annual Columbia Business School Private Equity & Venture Capital Conference’s morning keynote address by Joseph L. Rice III, Chairman & Co-founder of Clayton, Dubilier & Rice and David Rubenstein, Co-founder & Managing Director of The Carlyle Group.

An expert from one of the WSJ stories is below –

"Speaking to a crowd of MBA hopefuls, Rubenstein’s comments drew more than a few laughs as he talked about how he defied his parents’ wishes for him to become a dentist.

But Rubenstein focused much of his remarks on entrepreneurship, as did Rice, co-founder and chairman of fellow buyout shop Clayton Dubilier & Rice. When asked whether one can create a Carlyle Group or CD&R today, both men encouraged future MBAs to try their hands at starting new ventures, be they private equity shops, hedge funds, real estate firms or other types of firms."

Here’s a link to another story from WSJ about the conference – http://blogs.wsj.com/privateequity/2012/02/03/cdr-not-every-private-equity-firm-wants-to-go-public/
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I picked up a few tips from reading this article. Thanks for sharing!
London Business School originally shared:
 
You have a great idea, but are struggling to find the funding to see it through. Here's an insight into the psychology and tactics used by entrepreneurs who win that golden ticket. Blog on Bloomberg by Assistant Professor Benjamin Hallen.
For many aspiring entrepreneurs, the hunt for venture capital is a tale of frustration and woe. Yet an entrepreneurial minority, sometimes viewed as the lucky few, appears to raise money with relative...
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Insightful article. Thanks for sharing, Booth! I am actually thankful to have graduated in 2007 into a tough economy. The challenges my classmates and I have faced have made some of us stronger. We've had to go out and make our own opportunities; I think this initiative will continue to serve us well now and long into the future!
 
Busted banking careers, crashed consultants, and shrunken incomes: the author attends her 10-year business-school reunion for lessons on how M.B.A.s can survive a recession.
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Jay Roberts

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Wharton's initiatives are great! I look forward to hearing more about the KWHS program!
 
Philadelphia high school students -- winners of the Social Media Entrepreneurship Competition sponsored by Knowledge@Wharton High School -- will participate in "leadership day" on campus this weekend.
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Thanks for taking the time to share your experiences with us, Lindsay. I'm sure you will do well in your interviews! Best of luck to you!
Wharton School originally shared:
 
Wharton MBA student Lindsay Miller writes in BusinessWeek about her first semester at Wharton, highlighting what she sees as the three pillars of business school life: social, academic, and recruiting activities. "Overall, I've loved my first semester at Wharton," Miller writes. "I can't believe how seamless the transition back to school in a new city with new people has been."
"Being different helps me stand out, but it also means I have to work a little harder to show I can get the job done"
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Great story! Persistence pays off - To the tune of $75M :)
Wharton School originally shared:
 
Business Insider explains how former Wharton student and Milo co-founder Jack Abraham sold his startup to eBay for $75 million after less than two years.
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Planning to complete all my campus visits in early April! My friends in NY tell me great things about Columbia Business School.
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Thanks, Jay. We look forward to seeing you on campus!
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91 people
Kyle Hudson's profile photo
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Financial Planner Sites's profile photo
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Patricia Panucci's profile photo
Michael Leow's profile photo
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Work
Occupation
Certified Financial Planner™ and adviser to the ultra-affluent
Employment
  • Global Financial Literacy Initiative
    Founder, 2009 - present
  • Wealth Advisory Group
    Senior Associate, 2009 - present
  • John Hancock
    Financial Advisor, 2008 - 2009
  • Sperry Van Ness
    Associate, 2007 - 2008
  • The Special Olympics
    Volunteer
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Hermosa Beach, CA
Previously
Cypress, CA - Los Angeles, CA - Santa Barbara, CA - Los Alamitos, CA - Honolulu, HI - Seoul, South Korea
Contact Information
Work
Email
Story
Tagline
MBA Candidate, Certified Financial Planner™
Introduction
Expert at formulating impactful financial strategies for clients. Roster includes current and former politicians, ultra-affluent families, real estate developers, institutional apartment owners, international investors, and owners of privately held corporations. Certified Financial Planner™.

Founded Global Financial Literacy Initiative (GFLI.ORG) - a start-up educational non-profit whose mission is to advance financial literacy in the U.S. and throughout the world.

Born in South Korea. Adopted by an American family and raised in the United States. Currently reside in Hermosa Beach, CA. Love to exercise (run, swim, circuit training). Enjoy reading non-fiction and business-related books. Passionate golfer.
Bragging rights
Manage and execute deals for private clients with net-worth values exceeding $1 billion. Instrumental in recent restructuring of client’s $45 million insurance portfolio.
Education
  • University of California, Los Angeles
    Post-Baccalaureate · Quantitative Finance, 2011 - present
  • University of California, Santa Barbara
    Business Economics, 2003 - 2007
  • Los Alamitos High School
    3.99 GPA, Principal's Honor Roll all 4 years, 1999 - 2003
Basic Information
Gender
Male
Other names
Justin James Roberts