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UCSD Undergraduate Investment Society

Since our inception over a decade ago, the Undergraduate Investment Society (UIS) has maintained an unrivaled legacy as the premier business and finance organization at the University of California, San Diego. We train and empower members to the obtain financial literacy and business acumen needed to excel in various roles within the most competitive firms globally. We send more young professionals to Fortune 500 Companies and top tier investment banks like Goldman Sachs and Morgan Stanley, than all other campus organizations combined. We are proud to host the schools largest annual finance conference, the Financial Horizons Conference that, in the past 9 years, has seen an increase of professional, student, and alumni attendees. The Undergraduate Investment Society holds the highest standards for its committee members, meetings, and events to ensure that quality is consistent with the expansion of the organizations success. We continuously evolve by building bridges with corporations, community leaders, and other prominent figures within the financial world. Join the legacy.

Oakbridge Insurance

Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.

Phillip Jeffries Ltd

Phillip Jeffries Ltd is a family-run company that specializes in the manufacture and importation of high-quality, unique, and textured wallcoverings. Founded in 1976 by Eric Bershad, the company has established itself as a global leader in the industry, offering an extensive range of over 1,000 natural wallcoverings. Their product lineup includes Japanese paper weaves, gold leaf, grasscloth, silks, and unique hand-crafted specialties, all crafted by skilled artisans to ensure exceptional quality and aesthetic appeal. The company is led by Eric Bershads sons, Philip and Jeffrey Bershad, who serve as President and Chief Executive Officer, respectively. This family involvement helps maintain the companys mission and values. Phillip Jeffries is known for its commitment to fast delivery, making it a preferred choice for interior designers, architects, and high-end homeowners seeking distinctive wallcovering solutions.

IHPlans

IHP offers health plan options to companies across the country, with the goal of providing affordable healthcare with a clear, and distinct, schedule of benefits. Our plans are guaranteed issue, zero deductible, and co-pay driven—well change the way you think about healthcare.

Boston Startup CFO

Providing part-time CFO services and back office Finance solutions. We specialize in startups and early stage companies. Our truly transformative approach to Finance provides expertise and flexibility, all at a fraction of the cost of traditional Finance. Our Vision is to change the way business thinks about Finance. Your time and startup capital is precious. We enable startups to do what they do best, as we seamlessly manage all things Finance. Only pay for services you need, and only when you need them. Our fees are billed hourly, and your annual cost is far less than a salary for an average full-time Controller. We also provide the capability to outsource the entire Finance function (or segments of it) to meet your needs. Our cloud-based transaction center and experts are located here in the US. Gain access to dedicated experts in Accounting & Payroll, and also HR & Benefits. Our integrated cloud-based systems include NetSuite, Bill.com, Expensify, and DropBox. Affordable part-time CFOs ready to chat about making your startup more profitable, planning for growth, funding readiness, and helping strapped companies manage cash. Can chat about all things Finance Typical CFO Deliverables: Fundraising Preparation - business plan reviews, pitch decks, funding options Cash Flow Management - burn rates, runway, forecasting Business Strategy - growth / scaling your business, financial modeling Project & Profitability analysis Reporting & Analytics Insurance & Risk Management Stock / Equity Compensation Control & Governance Back Office Finance: Setup or transfer of accounting data onto NetSuite Payroll - paperwork & employee on-boarding HR / Benefits - setup plans for healthcare, insurance, 401K Get a free consultation today!