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Roundtable Luncheon with David Liu, Jefferies & Company

Business Leadership Luncheon with David Liu (W93), Managing Director, Jefferies & Company in Foster City

[Note that there will be limited seating (15-18 seats) at this event so please reserve your seat early.]

On Thursday, May 18th, join us at the Jefferies Broadview office in Foster City for a roundtable luncheon with David Liu, a Managing Director of Jefferies & Company, Inc.

David Liu joined the investment banking department of Jefferies & Company, Inc. (www.jefferies.com) when it consisted of 20 bankers. Today Jefferies has over 400 investment bankers and over 2,000 employees worldwide. He is a member of Jefferies' technology division, Jefferies Broadview (www.jefferiesbroadview.com), and is responsible for covering both U.S. and Asian technology companies. Since joining the firm, he has completed over 30 transactions with an aggregate value of more than US$4 billion. With more than 13 years of investment banking, venture capital and technology start-up experience, David has advised on a broad range of transactions ranging from IPOs, follow-on offerings, convertibles, mergers and acquisitions, tender offers and restructurings.

David will be discussing his career in investment banking, including being part of a growing company and managing his way up in that environment. He will also share with us his perspective on trends in the Asian markets. This more intimate setting will offer Club members the opportunity to meet and have one-to-one, substantive discussions with a fellow alum having significant investment banking experience.

Date. Thursday, May 18th, 2006
Time. 11:45am - 12:00pm. Check-in and lunch pick-up
11:45am - 1:15pm. Lunch discussion
Location. Jefferies Broadview
950 Tower Lane, 18th Floor, Foster City, CA 94404. Tel (650)573-4800
Register online WCNC Members only: $20 each.


David Liu
David Liu is a Managing Director of Jefferies & Company, Inc., a leading U.S. full-service investment bank that is among the Top 3 traders of NASDAQ and OTC stocks and the #1 technology M&A firm in North America in 2005. Jefferies (NYSE:JEF) has been the #1 performing financial services stock in the USA during the past 10 years and has a market capitalization of approximately US$4 billion.

Mr. Liu is a member of Jefferies' technology division, Jefferies Broadview, and is responsible for covering both U.S. and Asian technology companies. With more than 13 years of investment banking, venture capital and technology start-up experience, Mr. Liu has advised on a broad range of transactions ranging from IPOs, follow-on offerings, convertibles, mergers and acquisitions, tender offers and restructurings. Mr. Liu founded his own software company and has served on the boards of several technology start-ups.

Mr. Liu has lived in Hong Kong and was educated in the United States. He holds a MBA degree from Harvard Business School, a BS in Engineering (Manufacturing and Robotics) from the University of Pennsylvania, and a BS in Economics from the Wharton School of Business, with honors. He is a member of the national engineering honor society, Tau Beta Pi.

Mr. Liu is an avid runner and enjoys weight lifting and mountain biking. He recently retired from basketball and now devotes his time to travel, Web design, blogging, and experimenting with next generation technologies such as AJAX and podcasting.




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