Mastering the Level II and III - March 2026

   

SPEAKERS

Nate Colvin, CFA  | Nate Colvin is an Associate in the Investment Strategy Group at Bel Air Investment Advisors. Nate graduated from the Honors College at UCLA with a degree in Business Economics. He is also a CFA charterholder and a member of the CFA Society Los Angeles. Back To Top ^^

 

Tucker Middlebrook, CFA, CPA  | Tucker Middlebrook, CFA, CPA, is a finance professional based in Los Angeles, California. As a Senior Manager at The Siegfried Group, he specializes in advanced three-statement and LBO modeling, board-level scenario analysis, cash forecasting, capital allocation, budgeting frameworks, and cost optimization for high-growth and private equity-backed companies. His prior experience at Big Four firms (EY and PwC) includes leading valuations and compliance testing for investment funds, as well as substantive testing and SOX controls for public company filings. Tucker holds active memberships in the CFA Society Los Angeles (CFALA) and the California Board of Accountancy. His personal interests include scuba diving and hiking. Back To Top ^^

 

Andres Talero, CFA | Mr. Talero obtained his CFA charter in March of 2025. Throughout his career he has held multiple positions in derivatives trading, structuring, marketing and consulting, and in asset liability management. He has extensive experience in emerging markets, fixed income, US equities, foreign exchange and credit derivatives.

He began his career in the mid 1990’s at the Ministry of Finance in Colombia, working in a risk management group that actively used derivatives as risk management tools, designing, implementing, and monitoring risk benchmarks for the Republic’s foreign debt portfolio. Mr. Talero later moved to New York where he completed graduate studies at Columbia University and joined Merrill Lynch’s institutional fixed income Latin America team. Over the course of a decade, he held multiple roles within Merrill’s Fixed Income and Emerging Markets teams, with a structuring and Local Markets derivatives trading focus.

After his career in Wall Street, Mr. Talero moved to California, and co-founded a consulting firm, advising international entities, regional pension funds, and international family offices. His current focus is centered in portfolio management and the use of options and other derivatives as risk management tools.

Through-out his career Mr. Talero has remained an active investor, with a life-long professional interest in derivatives, economics and financial markets. He has a long-term interest in derivatives education and has been a guest lecturer teaching options and other derivatives. He is also an active financial writer. Back To Top ^^

MODERATOR

Kate Freeman, CFA, CFP | Kate has worked in private wealth management for 17 years. She is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER(tm) professional (CFP®), making her one of only a very few financial advisors to hold both designations.

Before joining UBS, Kate worked for a trust company, Fiduciary Trust International, where she guided clients through the complex estate administration process that begins upon the death of a family member (and often ends two years later with assets placed in various kinds of trusts).

Prior to that, Kate worked for 10 years at BT Financial Group, one of Australia’s leading private wealth management firms. For Kate, everything is about the client and harnessing the full resources of a firm like UBS to find solutions for their specific needs. To do that, Kate gets to know her clients very well—to the point where she might know you better than you know yourself.

Kate is a board member of the Children's Burn Foundation and when she can, Kate and her partner, Matt enjoy golf at Bel Air Country Club. Back To Top ^^