ACG 101 | Webinar: The Capital Markets vs. The Economy

Jane Wells develops features, special reports and series for CNBC and CNBC.com. Based in Los Angeles, she also contributes to CNBC’s breaking news coverage.

Wells assumed her current role after more than 20 years as a CNBC reporter. Most recently, she covered retail, agriculture and defense as well as reports on California’s economy, West Coast real estate and Las Vegas for the network. Wells joined CNBC in 1996, providing special coverage of the O.J. Simpson civil case for “Rivera Live.” During her career at the network, Wells also served as a senior correspondent for CNBC’s “Upfront Tonight.” She also helped create the “Strange Success” franchise for CNBC Make It, and produces a companion podcast.

Prior to joining CNBC, she was a correspondent for the Fox News Channel and Los Angeles reporter for NBC’s flagship television station, WNBC, in New York. Her television news career includes reporter positions with KTTV, Los Angeles; WTVJ, Miami; and KOB, Albuquerque. She has also contributed international reports for CNN.

Wells has received numerous honors for her work, including a 1992 Peabody Award and duPont Award for her role in the live coverage of the Rodney King Trial. That same year, she earned a Los Angeles Emmy Award for her investigative reporting. She also has received UPI, Press Club and Emmy Awards for feature reporting; three Florida Emmy Awards for news reporting; and the Investigative Reporters and Editors Award for team reporting.

Wells holds bachelor’s degrees in broadcast journalism and philosophy from the University of Southern California, where she graduated with honors. She and her husband have two children and live in Los Angeles.

Follow Jane Wells on Twitter @janewells.

Burke Dempsey is Executive Vice President and Head of Investment Banking for Wedbush Securities. His personal specialty is investment banking for financial institutions and fintech companies. He is a member of Wedbush’s Underwriting and Fairness Opinion Committees. During his over 30 years of covering financial services, tech, media and analytics companies he has executed over 225 publicly announced transactions worth approximately $68 billion. Mr. Dempsey has helped companies position for, and execute watershed mergers and IPOs. Before joining Wedbush, Mr. Dempsey was Managing Director and co-head of Financial Institutions at Sterne Agee, Managing Director and Head of Investment Banking at Cantor Fitzgerald & Co., and a Managing Director at UBS heading their fintech efforts. Mr. Dempsey holds a B.S in Applied Earth Science from Stanford University.

Michael Lundberg is a partner in the Los Angeles audit practice of Deloitte & Touche LLP with over 17 years of experience, focused on serving the technology and life sciences industries, including software, robotics, artificial intelligence, new media, interactive gaming, medical devices, pharmaceuticals, and biotechnology. Throughout his career with Deloitte & Touche, Michael has primarily served high-growth, venture-backed companies and has worked on several successful initial public offerings and other security offerings. His clients have ranged from start-ups to multi-billion dollar companies. Michael has broad experience managing complex audit engagements and has a deep understanding of the technical accounting matters related to his industry, and is accredited in both U.S. GAAP and IFRS. Michael received his Bachelor of Science in Accountancy from the California State University, Northridge, graduating Summa Cum Laude.

Selected clients served: Apeel Sciences, ASGN, BeyondLimits, Dyve Biosciences, Fulgent Genetics, Fulgent Pharma, GoGuardian, inVia Robotics, Invoca, JVCKenwood, LogicMonitor, MindBody, NinjaRMM, Northrop Grumman, Openpath, Panavision, SDI Media, Technicolor, and Turn Therapeutics

As a Senior Investor in J.P. Morgan’s Private Bank,Patrick is responsible for advising, crafting, and implementing investment strategy for high net worth families, individuals, foundations, and privately held businesses.He previously served as a member of the US Portfolio Construction Team and Opportunity Calls Team which are responsible for the Private Bank’s strategic and tactical asset allocation decisions and idea generation. With twenty years of financial markets experience including time in J.P. Morgan’s Private Bank, Investment Bank, and as an equity analyst at two hedge funds, Patrick is also currently an Adjunct Faculty Member at Villanova University’s Department of Finance teaching finance and accounting. A frequent guest in the media, Patrick has appeared on CNBC, Yahoo Finance, Street.com, Cheddar TV and is often quoted in numerous publications including the Wall Street Journal, Reuters, Associated Press, Los Angeles Times, and the Los Angeles Business Journal. Patrick holds a BA from Johns Hopkins University, an MS from Villanova University, and has earned the CFA designation from the CFA Institute. Patrick is a member of the CFA Society of Los Angeles, actively volunteers with LA Alliance for College Ready Public Schools, is a board member for the Kathy and Frank Baxter Family foundation, and lives in Los Angeles with his wife and son. Proactively supporting families with multigenerational wealth in all their financial service needs from trust & estate work and investment implementation to lending and day-to-day banking is the perfect role for Patrick as it combines his passion for people, service, economics, markets, and finance.