BIOGRAPHY

ALFRED J. R. VILLALOBOS

EDUCATION

Primary/Secondary
First – Twelfth
Los Angeles City Schools

Undergraduate
Bachelor of Arts
Whittier College, Whittier, California

Additional Graduate Studies

Pepperdine University
School of Business and Management, Malibu, California

Loyola University
School of Law, Los Angeles, California

Professional Licenses
FINRA: Series 24, Series 7, Series 63

PROFESSIONAL EXPERIENCE – PRESENT

Chairman 2008 - Present

ARVCO Financial Ventures
FINRA and SIPC registered Broker Dealer. Portfolio and specific asset analysis, valuations, and
asset class allocations. Alternative investment class specialist. Private Investment Banking, Business
Development, Management Consulting Services. Specialist in Mergers and Acquisitions, Spin-offs,
Corporate Finance, and Special Financing. Experienced in Collateral Recovery, Workouts, and IRS
settlements.

Managing Director 1973 - 2008

ARVCO Capital Research
Portfolio and specific asset analysis, valuations, and asset class allocations. Alternative investment
class specialist. Private Investment Banking, Business Development, Management Consulting
Services. Specialist in Mergers and Acquisitions, Spin-offs, Corporate Finance, and Special
Financing. Experienced in Collateral Recovery, Workouts, and IRS settlements.
(since 1973)

PROFESSIONAL EXPERIENCE – PAST

Chief Strategist 1995 - 1997

Private Fund Group / Donaldson, Lufkin, & Jenrette Securities Corporation
New York, London, Chicago, San Francisco
Wall Street Securities firm providing full service investment banking activities. The Private Fund
Group specializes in the private placement of private equity funds, which are blind pools formed for
long term private investment transactions.

Board Member – Board of Administration 1992 - 1995

CALIFORNIA PUBLIC EMPLOYEE’S RETIREMENT SYSTEM (CALPERS)
Sacramento, California
CALPERS is the country’s largest public employees pension fund, with a 120+ billion dollar
portfolio. Member, Strategic Planning Committee (Chairman), Investment Committee, Executive
Compensation Committee, and Health Benefits Committee. The fund serves approximately
1,022,000 members, active and retired.

Board Member 1992 - 1995

STATE PERSONNEL BOARD (SPB), STATE OF CALIFORNIA
Sacramento, California
SPB is the constitutional body responsible for the California state civil service system. SPB
adjudicates and sets precedents for adjudication, approves management and employee categories,
determines private service contracting, administers employee testing, administers affirmative action
goals, and must review and approve demonstration projects affecting personnel.

Board Member 1992 - 1995

COUNCIL OF INSTITUTIONAL INVESTORS (New York & Washington, D.C.)
Member – Executive Committee
Members consist of American public and private pension funds who administer $6.0 trillion.

Deputy Mayor 1993

CITY OF LOS ANGELES
Pension Systems, Economic Development, Business Development, Small Business, Minority
Business, Finance, Community Development, Redevelopment, Convention Center & Tourism, and
Strategic Planning.

Vice Chairman – Managed Care Program 1991 - 1993

PACIFIC HEALTH MANAGEMENT ORGANIZATION
PACIFIC HEALTH CORPORATION, Long Beach, California
Pacific Health Corporation owns and operates five proprietary hospitals and a HMO in Los Angeles
and Orange County.

Executive Vice President – Research, Development and Evaluation 1991 – 1993

PACIFIC COMMUNITY PARTNERS, Santa Rosa, California
Pacific Community Partners is a consortium of private non-profit corporations that provide services
to disadvantaged individuals and migrant farm workers in California, Oregon, Washington, and
Hawaii. The Consortium has developed a unique approach toward assisting the chronic unemployed
and under employed to achieve “self sufficiency”.

Vice Chairman, Board of Directors 1979 – 1980

Chairman, Audit Committee
SANTA ANA STATE BANK, Santa Ana, California

Chairman 1973 - 1978

CALIFORNIA BOARD
BANCO POPULAR DE PUERTO RICO
Banco Popular is a full service commercial bank with over 100 branches in California, New York,
and Puerto Rico. Chairman, Loan Committee.

President 1972 - 1973

LOS ANGELES NATIONAL BANK (In-Organization), Los Angeles, California

President and Chief Executive Officer 1968 – 1973

NATIONAL ECONOMICAL DEVELOPMENT ASSOCIATION
Los Angeles, California and 26 other locations in the United Sates and Puerto Rico.

Chief Consultant 1967 - 1968

DEPARTMENT OF HUMAN RESOURCES DEVELOPMENT
STATE OF CALIFORNIA, Sacramento, California
Chief Consultant 1966 - 1967
SERVICE CENTER ADMINISTRATION
STATE OF CALIFORNIA, Sacramento, California

CORPORATE BOARDS (PAST)

Banking and Finance:

National Economic Development Association, Inc.
Los Angeles National Bank
Santa Ana State Bank
Banco Popular de Puerto Rico, California Division
Other:
Delsie Food Corporation (Food Processing)
El Arca, Inc. (Social Services Administration)
NEDA Property Corporation (Property Management)
NEDA Systems Corporation (Software)

Volunteer Activities

1993 – 1997
Trustee,
Center for Excellence in Education, McLean, Virginia

Trustee,
Research Science Institution, Boston, Massachusetts (In cooperation with MIT and Harvard)

1989 – 1993
Board Member
Family Support Advisory Board (Chairman 1989-1991)
County of Los Angeles, Los Angeles, California

1972 – 1995
Served at various times as an officer, director, or member of the following organizations:

Senatorial Hispanic Task Force, Washington D.C.

Congressional Hispanic Caucus Institute, Inc., Washington, D.C.

United States – Mexico Foundation, San Diego, California

Chairman, 1988 & 1991

National Association of Minority Business Development Organizations

Washington, D.C.
National Chairman

GMAT Advisory Committee

Educational Testing Service, Princeton University, Princeton, New Jersey

Western States Manpower Advisory Board (Appointed by U.S. Secretary of Labor)

California, Arizona, Nevada, Oregon, Washington and Hawaii
Carrissa M. Villalobos
P.O. Box 7172-295 Stateline, NV 89449 • (775) 691-0593 • villalobos.carrissa@gmail.com

EDUCATION
Southwestern University School of Law – Los Angeles, CA
Juris Doctor - May 2005
Whittier College - Whittier CA
Bachelor of Arts, Political Science - May 1999

EXPERIENCE
ARVCO Financial Ventures, LLC 2009 - present
Stateline, NV
General Counsel and Compliance Officer
• Directs and oversees all administrative and legal matters for FINRA registered Broker-
Dealer.
• Supervises all Administrative staff
• Facilitates all administrative and compliance trainings.

ARVCO CAPITAL RESEARCH, LLC 2006 - 2008

Stateline, NV
General Counsel and Chief of Real Estate Division
• Handle all administrative matters and legal issues for international investment banking and
financial advisory firm.
• Oversee all project reviews, due diligence, project analysis and project management for
company’s Real Estate clients.

OFFICE OF THE CHAPTER 13, KATHY A. DOCKERY 2005

Los Angeles, CA
Legal Analyst
• Responsible for monthly analysis of delinquent cases and handling of draft pleadings.
• Analyzed pending delinquent cases and recommended appropriate courses of action.

UCLA CENTER FOR HEALTH POLICY RESEARCH 2000-2001

Los Angeles, CA
Financial & Administrative Assistant
• Ensured Center’s compliance with University, federal, state and private funding agencies
policies and procedures for financial management. Responsible for monthly reconciliation of
general ledgers and assist with completion of monthly financial reports.
• Served as liaison between Center and UCLA Corporate Accounting office, as well as primary
contact for all Center vendors regarding financial issues.
• Assisted Financial Manager with completion of monthly financial status reports and quarterly
Center financial status reports. Analyzed contractual obligations concerning reporting
requirements and provided tracking methodology for all indirect expenses.
Carrissa Villalobos
Page 2 of 2

ARVCO CAPITAL RESEARCH 1999 – 2000

Woodland Hills, CA

Administrative Manager
• Provided administrative support to executive personnel.
• Responsible for coordinating all travel and related reimbursement requests.
• Coordinate and prepare all documentation concerning direct expenses and revenue.

TELACU Industries, Inc. 1996-1997

Los Angeles, CA
Contract Compliance Consultant
• Assured financial compliance on all federally funded contracts.
• Audited, analyzed and reported all contract expenditures and provided recommendations to
Program Managers regarding Federal contract policies.

VAN NESS RECOVERY HOUSE 1995-1996

Los Angeles, CA
Bookkeeper/Administrative Coordinator
• Performed all bookkeeping duties including ledger entries, cash management and accounts
payable tracking and reconciliation.
• Generated bi-weekly payroll, compiled all state and federal payroll tax deposit reports,
including workman’s compensation and unemployment reports.
• Generated monthly financial status reports for all county and state agency contracts.

AMERICAN FOUNDATION FOR AIDS RESEARCH 1990-1995

Los Angeles, CA
Grants Specialist (1992-1995)
• Assisted Director with administration of entire Foundation contract and grant programs
totaling over $81,000,000.
• Directly responsible for programming and implementation of centralized network system for
tracking and auditing of all grant programs.
Grants Assistant (1991-1992)
• Organized and directed the production of all documents, mailings, inquiry responses, and
requests for proposal (RFP) grant solicitations.
Grants Clerk (1990-1991)
• Responsible for departmental data entry and dissemination of departmental correspondence.