Women in Investing (WIN) Conference

Seaport Hotel, Boston

November 19-20, 2015

Dear all,

Welcome to the 6th Annual Women in Investing Conference, hosted by Johnson at

Cornell University! This year, we are delighted to welcome 12 top MBA programs

as participants and 12 major investment management firms as sponsors. The

conference was founded with the dual objective of educating MBA women about

career opportunities in investment management and facilitating their recruiting

opportunities through mentorship and networking. Participants can look forward

to mingling with peers, networking with firm representatives, showcasing their

stock pitching skills, and learning from the investment professionals on the panel.

This year, we have expanded the conference to include two speed networking

sessions and have allocated more time to each session. We have also kept our

expanded time for each stock pitch presentation from last year so that teams and

judges have more time for interaction in this exciting component of the agenda.

This event would not be possible without the generous support of our sponsors.

We are truly grateful for their expertise and time!

Sincerely,

Lakshmi Bhojraj

Founder, Women in Investing Conference

Breazzano Family Executive Director, Parker Center for Investment Research

WIN 2015 Student Leader Committee

Leslie Cruz, MBA ‘17

Anne LeMaster Merrick, MBA ‘17

Yun Hu, MBA’17

Mandy Pan, MBA ‘17

Platinum Sponsors

Executive Sponsors

#CornellWIN15Follow the conversation on Twitter, post your images to Instagram or Facebook, watch the Seen feed at bit.ly/CornellWin15

ThurSday, NovEmbEr 193:15 p.m.- 5:15 p.m. – WIN Round Robin Speed Networking Session 1 FLAGSHIP BALLROOM

Table 1: Fidelity Investments; Table 2: Eaton Vance Investment Management; Table 3: MFS;Table 4: Wellington; Table 5: Putnam; Table 6: State Street Rotations will occur every 15 minutes at the following times: 3:30 p.m.; 3:47 p.m.; 4:04 p.m.;4:21 p.m.; 4:38 p.m.; 4:55 p.m.

5:15 p.m. – 6:30 p.m. – Networking reception MAGNUM/AURA ROOMWelcoming remarks: dave breazzano, mba ’80, President and Chief Investment officer, ddJ Capital management, Chairman, Johnson advisory Council

6:30 p.m. - 8:45 p.m. – Dinner SEAPORT BALLROOMIntroductory remarks: Jeff Parker, ’65, mEng ’66, mba ’70, Founding benefactor, Parker Center for Investment research, managing director, Parker Family Limited Partnership

Keynote Speaker: melissa reilly, Chief Investment officer, Equity, Fidelity Investments

FrIday, NovEmbEr 207:00 a.m.-8:15 a.m.: Breakfast Keynote PLAZA A Keynote Speaker: Edward Perkin, Chief Equity Investment officer, Portfolio manager, Eaton vance management

8:25 a.m. to 10:35 a.m.: Stock Pitch Showcase

Track 1 SEAPORT A Team 1: NYU/Stern 8:25 a.m. – 8:45 a.m. Team 2: Yale 8:47 a.m. – 9:07 a.m. Team 3: Tuck 9:09 a.m. – 9:29 a.m. Team 4: Chicago, Booth 9:31 a.m. – 9:51 a.m. Team 5: Duke 9:53 a.m. – 10:13 a.m.

Judges for Track 1: Charles Hebard, Managing Director of Research, Fidelity Investments Fritz Kaegi, Portfolio Manager, Columbia Wanger Asset Management Kate Lakin, Assistant Director of Global Equity Research, Putnam Investments Joanne Pigassou, Director of Active Equity Research, TIAA-CREF Diana Wagner, Equity Investment Analyst, Capital Group Nicole Zatlyn, Investment Officer, Equity Portfolio Manager, MFS

Track 2 SEAPORT BC Team 6: Carnegie Mellon 8:25 a.m. – 8:45 a.m. Team 7: Wharton 8:47 a.m. – 9:07 a.m. Team 8: Cornell 9:09 a.m. – 9:29 a.m. Team 9: Columbia 9:31 a.m. – 9:51 a.m. Team 10: London Business School 9:53 a.m. – 10:13 a.m. Team 11: Kellogg 10:15 a.m. – 10:35 a.m.

Judges for Track 2 Barbara Burtin, Equity Investment Analyst, Capital Group Anastasia Canty, Vice President, Equity Research Analyst, Wellington Management Aaron Cooper, Director of Global Equity Research, Putnam Investments Alison O’Neill, Investment Officer, Equity Research Analyst, MFS Richard Thompson, Managing Director of Research, Fidelity Investments Nancy Tooke, Portfolio Manager, Small-Cap Team Leader, Eaton Vance Management Tom Watson, Director of Research, T. Rowe Price

10:45 a.m. - 12:25 p.m. – WIN Round Robin Speed networking session 2 PLAZA A

Table 1: Capital Group; Table 2: PIMCO; Table 3: Causeway Capital; Table 4: Columbia Wanger Asset Management; Table 5: TIAA-CREF; Table 6: T. Rowe Price Rotations will occur every 15 minutes at the following times: 10:45 a.m.; 11:02 a.m.; 11:19 a.m.;11:36 a.m.; 11:53 a.m.; 12:10 p.m. 12:30 p.m. - 1:45 p.m. – Capital Group Luncheon Panel Keynote: LIGHTHOUSE BALLROOMWhat it Takes to Succeed in an Investment Management Career Panelists: Archana Basi, Equity Investment Analyst Barbara Burtin, Equity Investment Analyst Noriko Honda Chen, Portfolio Manager Karen Choi, Fixed Income Investment Analyst Natasha Mounier, Equity Investment Analyst Kaitlyn Murphy, Equity Investment Analyst

CoNCurrENT SESSIoNS2:00 p.m.- 3:00 p.m.: Concurrent Sessions 1Session a SEAPORT BCInvestment Strategy in the Current Economic Environment Marta Bezoari, Senior Vice President, Account Manager, PIMCO Katie Shaw, Research Analyst, Fidelity Investments Eva Sudol, Portfolio Manager, Capital Group

Moderator: Scott Stewart, Clinical Professor, Johnson and Chair of the Board, Boston Security Analysts Society

Session b SEAPORT AHow I Generate Investment Ideas Sarah Ketterer, CEO, Fundamental PM, Causeway Capital Courtney Koester, Fixed Income Investment Analyst, Capital Group Elizabeth (Beth) MacLean, Executive Vice President, Portfolio Manager, PIMCO Stacey McAllister, CFA, Credit Analyst, Eaton Vance Management

Moderator: Pamela Hegarty MBA ‘92, Boston Common Asset Management

3:05 p.m. to 4:05 p.m.: Concurrent Sessions 2Session a SEAPORT BCHow to Initiate Coverage on a Company/How to Interview Management Megan Craigen, Analyst, Equity Research, Putnam Investments Anna Dopkin, Vice President, T. Rowe Price Fritz Kaegi, CFA, Portfolio Manager, Columbia Wanger Asset Management Mirette Kouchouk, Vice President, Research Analyst, PIMCO Rayna Lesser, Portfolio Manager, Fidelity Investments Kaitlyn Murphy, Equity Investment Analyst, Capital Group

Moderator: Pamela Hegarty MBA ‘92, Boston Common Asset Management

Session b SEAPORT ACompany Analysis by Asset class: Equities, Fixed Income (high yield, distressed, investment grade, etc), Quant Karen Choi, Fixed Income Investment Analyst, Capital Group Kira Connors, Analyst, Fixed Income Research, Putnam Investments Vidya Kadiyam, Vice President, Quantitative Analyst, T. Rowe Price Ellen Lee, Fundamental Portfolio Manager, Causeway Capital Shilpa Mehra, Research Analyst/PM, Fidelity Investments Joanne Pigassou, Director of Active Equity Research, TIAA-CREF

Moderator: Scott Stewart, Clinical Professor, Johnson and Chair of the Board, Boston Security Analysts Society

agenda

Capital GroupHilary Albright, Talent Acquisition Senior SpecialistArchana Basi, Equity Investment AnalystErin Bell, Research Coordination Project Manager Barbara Burtin, Equity Investment AnalystNoriko Honda Chen, Portfolio ManagerKaren Choi, Fixed Income Investment AnalystAlice T. Davison, Investment Group RecruitingJill Dennis, Investment Group HR Business PartnerCourtney Koester, Fixed Income Investment AnalystNatasha Mounier, Equity Investment AnalystKaitlyn Murphy, Equity Investment AnalystEva Sudol, Portfolio ManagerDiana Wagner, Equity Investment Analyst

Causeway Capital managementSarah Ketterer, Chief Executive OfficerEllen Lee, Fundamental Portfolio ManagerNegin Sohrabi, CFA, Fundamental Research AssociateYifan Zhang, PhD, Quantitative Research Associate

Columbia Wanger asset managementFritz Kaegi, CFA, Portfolio Manager

Eaton vanceYana Barton, Portfolio ManagerKimberly Gailun, Equity Analyst Jason Kritzer, Equity AnalystStacey McAllister, CFA, Credit AnalystEdward Perkin, Chief Equity Investment Officer, Portfolio ManagerDouglas Rogers, Equity Analyst Madhuleena Saha, Equity Analyst Prachi Samudra, Equity Analyst Nancy Tooke, Portfolio Manager, Small-Cap Team Leader Stephannie Workman, Recruiter, Human Resources

Fidelity InvestmentsElizabeth Cheverie, MBA Recruiter Charles Hebard, Managing Director of Research Rayna Lesser, Portfolio ManagerShilpa Mehra, Research Analyst/PMJill O’Connell, VP, Talent Management Melissa Reilly, Chief Investment Officer, Equity Katie Shaw, Research Analyst/PM Richard Thompson, Managing Director of Research mFS Investment managementMolly Frew, Equity Research AnalystMaryLiz Lloyd, Investment Staffing Specialist Lauren Luciano, Investment Staffing Manager Alison O’Neill, Investment Officer, Equity Research Analyst Erica Schulte, Equity Research Analyst Nicole Zatlyn, Equity Portfolio Manager

PImCoMarta Bezoari, Senior Vice President, Account Manager Kristen Chang, Recruiting Associate, Campus Recruiting Stacie Sasaki-Glass, Vice President and Global Head of Campus RecruitingMirette Kouchouk, Vice President, Research Analyst Elizabeth (Beth) MacLean, Executive Vice President, Portfolio Manager Putnam InvestmentsKira Connors, Analyst, Fixed Income ResearchAaron Cooper, Director of Global Equity Research Megan Craigen, Analyst, Global Equity ResearchElizabeth Hansen, Analyst, Global Equity Research Kathryn Lakin, Assistant Director of Global Equity Research Christina Mellinger, Manager, Human Resources

State Street Global advisors (SSGa)Patricia Basso, Vice President and Senior HR Business PartnerSusanna Chiros, US Head of Talent AcquisitionKem Danner, Head of Human Resources and Senior Vice PresidentRachel Federico, Recruiting Coordinator, Global Human ResourcesTiffany Hu, Vice President, Office of Regulatory Strategy and ExecutionDeb Lorenzen, Chief Operating Officer, Global Product and MarketingJill Iacono Mavro, Managing Director and Head of the Strategic Relationship GroupJay Turner, Vice President, Talent Acquisition

TIaa-CrEF asset managementMark Johnson, Senior Director, Talent Acquisition, Human Resources, Global Asset Management & Real EstateLaura Parrott, Senior Director, Investment Grade Private Placement Joanne Pigassou, Director of Active Equity Research

T. rowe PriceAnna Dopkin, Vice PresidentAnouk Dey, Investment AnalystVidya Kadiyam, Vice President, Quantitative Analyst Jennifer Martin, Vice President and Portfolio Specialist, U.S. Equity Division Tom Watson, Director of Research

Wellington managementAnastasia Canty, Equity Research Analyst, Global Equity Portfolio Management Alice Chen, Fixed Income Credit Analyst, Fixed Income Portfolio and ResearchMelissa Harris, Human Resources Alyssa Irving, Fixed Income Portfolio Manager, Fixed Income Portfolio Management Cheryl Swanson, Business Analyst, Global Equity Portfolio ManagementEmily Wilson, Business Manager, Fixed Income Business Management

attendees by Firm

alpita maheshwari London Business School 2017

Lucile medori London Business School 2017

Gloria ong London Business School 2017

Xiao (michelle) Wei London Business School 2017

Sha (Irene) Na MIT, Sloan School of Management 2017

Neha Garg New York University, Stern School of Business 2017

marian ross New York University, Stern School of Business 2017

Katherine Shinkareva New York University, Stern School of Business 2016

danielle bourguet Northwestern University, Kellogg School of Management 2017

Na Le Northwestern University, Kellogg School of Management 2017

Shannon Wu Northwestern University, Kellogg School of Management 2017

Shivangi Shah The University of Chicago, Booth School of Business 2017

danielle voloshin The University of Chicago, Booth School of Business 2017

Luying Wang The University of Chicago, Booth School of Business 2017

Krystal Zhu The University of Chicago, Booth School of Business 2017

Janet Huang University of Pennsylvania, The Wharton School 2017

Kshama Jain University of Pennsylvania, The Wharton School 2017

Nara Lee University of Pennsylvania, The Wharton School 2017

Christine Onyung University of Pennsylvania, The Wharton School 2017

Navya Reddy University of Pennsylvania, The Wharton School 2017

Ruiheng Wang University of Pennsylvania, The Wharton School 2017

vicky Wei University of Pennsylvania, The Wharton School 2017

Lisa yang University of Pennsylvania, The Wharton School 2017

Jungha yi University of Pennsylvania, The Wharton School 2017

Wei Zhang University of Pennsylvania, The Wharton School 2017

Claudia Navarrete Yale School of Management 2017

aimee Shahir Yale School of Management 2017

Jessica (Xiang-Jie) Sun Yale School of Management 2017

Maria Yegikyan Yale School of Management 2017

Joyce Zhang Yale School of Management 2016

Elaine Zhu Yale School of Management 2017

Names in bold indicate students participating in the stock pitch showcase.

Name School mba Class

Qing (Ella) hou Carnegie Mellon, Tepper School of Business 2017

Jean Lee Carnegie Mellon, Tepper School of Business 2016

Laasya madduri Carnegie Mellon, Tepper School of Business 2017

Ting-ting Rivers Carnegie Mellon, Tepper School of Business 2018

Jyotsna Sharma Carnegie Mellon, Tepper School of Business 2017

Courtney asher Columbia University, Graduate School of Business 2017

Elizabeth Gao Columbia University, Graduate School of Business 2017

Melody Li Columbia University, Graduate School of Business 2017

Nisha Prasad Columbia University, Graduate School of Business 2017

Katarina Sabova Columbia University, Graduate School of Business 2017

Sunny Sun Columbia University, Graduate School of Business 2017

Joanna Vu Columbia University, Graduate School of Business 2017

Rebecca (Ruopiao) Xu Columbia University, Graduate School of Business 2017

Leslie Cruz Cornell University, S.C. Johnson Graduate School of Management 2017

Amy Hernandez Cornell University, S.C. Johnson Graduate School of Management 2017

yun hu Cornell University, S.C. Johnson Graduate School of Management 2017

Zuyao Mao Cornell University, S.C. Johnson Graduate School of Management 2016

anne Lemaster-merrick Cornell University, S.C. Johnson Graduate School of Management 2017

mandy Pan Cornell University, S.C. Johnson Graduate School of Management 2017

Amy Wang Cornell University, S.C. Johnson Graduate School of Management 2016

Felicia Zhang Cornell University, S.C. Johnson Graduate School of Management 2016

Shan (Emma) he Dartmouth, Tuck School of Business 2017

Nan Jiang Dartmouth, Tuck School of Business 2017

Estephany Ley-monarrez Dartmouth, Tuck School of Business 2017

Goldie Schupak Dartmouth, Tuck School of Business 2017

Shuang (Grace) yang Dartmouth, Tuck School of Business 2017

roxane herrera Duke University, Fuqua School of Business 2017

adela Jiang Duke University, Fuqua School of Business 2017

Kimberly runge Duke University, Fuqua School of Business 2017

yinglei Xu Duke University, Fuqua School of Business 2016

2015 mba program participants

BIOGRAPHIES

reception, Thursday, November 19Welcoming remarksdavid breazzano, mba ’80, President & CIo, ddJ Capital managementChairman Johnson advisory Council

David J. Breazzano is a co-founder of DDJ and has more than 35 years of experience in high yield, distressed, and special situations investing. At DDJ, he oversees all aspects of the firm and chairs the Senior Management, Remunera-tion, and Investment Review Committees. Prior to forming DDJ, from 1990 to 1996, he was a vice president and port-folio manager in the High Income Group at Fidelity Invest-ments, where he had investment management responsibil-ity for over $4 billion in high yield and distressed assets. Specifically, he was a portfolio manager of the Fidelity Capi-tal & Income Fund, which was one of the largest high yield funds in existence at that time. In addition, Mr. Breazzano co-managed the distressed investing operation at Fidelity.

Prior to joining Fidelity in 1990, Mr. Breazzano was a vice president and portfolio manager at T. Rowe Price Associates. Before joining T. Rowe Price in 1985, he was a high yield analyst and vice president at First Investors Asset Manage-ment, which had over $1 billion in high yield assets under management. Mr. Breazzano began his professional career at New York Life as an investment analyst.

Mr. Breazzano is the author of the chapter entitled “Dis-tressed Investing” in Leveraged Financial Markets: A Com-prehensive Guide to High-Yield Bonds, Loans, and Other Instruments and co-author of the chapter entitled “Trading in the Distressed Market” in Investing in Bankruptcies and Turnarounds. He received his MBA from the Johnson School at Cornell University where he currently chairs the advisory council, and graduated cum laude with a BA from Union College, where he currently sits on the board of trustees.

dinner Introductory remarksJeff Parker, ’65, mEng ’66, mba ’70Founding benefactor, Parker Center for Investment research managing director, Parker Family Limited Partnership

Jeff is the founding benefactor and Chair of the Advisory Board for the Parker Center for Investment Research at the Johnson School at Cornell University. He has an extensive history of success as an entrepreneur, CEO and investor in financial service companies over the past 35 years. In 1980, Jeff founded Technical Data Corporation, a provider of financial analytic services for the institutional investor community. In 1983, he founded First Call Corporation, which quickly became one of the financial community’s leading providers of real-time broker-sourced research, earnings estimates, equity and fixed income ownership information, insider trading information and corporate news releases. In 1986, Jeff sold both these businesses to the Canadian publishing giant International Thomson, now Thomson Reuters, and became Chairman and CEO of Thomson Financial, its financial services subsidiary. Under Jeff’s leadership, Thomson Financial became a major

Decision Support Systems, Journal of Strategic Information Systems, and other journals. Dutta and his ideas have been featured in myriad business magazines, newspapers, and blogs, including Global Intelligence for the CIO, Information Week, Brasil, BusinessWorld India, Chief Executive, Finance & Management, Chief Executive Magazine, Forbes, and The McKinsey Quarterly.

Dutta is a member of the Davos Circle, an association of long-time participants in the Annual Davos meeting of the World Economic Forum, and has engaged in a number of multi-stakeholder initiatives to shape global, regional and industry agendas. He is on the advisory boards of several international business schools. He has co-founded two firms and is on the boards of several startups. He received the European Case of the Year award from the European Case Clearing House in 2002, 2000, 1998, and 1997.

Dutta received a B.Tech. in electrical engineering and compu-ter science from the Indian Institute of Technology, New Delhi. He received an MS in business administration, an MS in computer science, and a PhD in computer science from the University of California at Berkeley.

dinner Keynote, Thursday, November 19Fidelity InvestmentsKeynote Speaker: melissa reilly, CIo, Equity Group Fidelity Investments

Melissa Reilly is chief investment officer at Fidelity Manage-ment & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, she is responsible for investment management oversight of the Capital Appreciation and Growth teams.

Prior to assuming her current position in March 2013, Melissa held various other roles with Fidelity, including that of portfolio manager of Fidelity Europe Capital Appreciation Fund, Fidelity Advisor Europe Capital Appreciation Fund, and the Europe portion of Fidelity Global Balanced Fund from 2007 to 2013, portfolio manager of Fidelity Nordic Fund from 2009 to 2011 and Fidelity Europe Fund from 2008 to 2012, and research analyst in the Global Research Group from 2004 to 2007. Before joining Fidelity in 2004, she work-ed as a senior vice president, portfolio manager, and Inter-national Core research analyst at Putnam Investments from 1999 to 2004, an associate in Equity Research at Morgan Stanley & Co., and as a staff consultant at Anderson Consulting, where she began her career in 1995. She has been in the investments industry since 1995.

Melissa earned her Bachelor of Arts degree in economics from Columbia University and her master of business administration degree from the University of Chicago.

provider of proprietary financial information to the invest-ment and corporate communities. After serving as CEO of Thomson Financial, Jeff co-founded 38 Newbury Ventures, a venture capital firm which focused on start-up and early stage companies. In 1997, Jeff co-founded CCBN.com (Corporate Communications Broadcast Network), a leader in enabling direct communications between public companies and the investment community over the Internet. CCBN builds, manages and hosts the investor relations sections of corporate websites for thousands of public companies, providing detailed shareholder information through interac-tive, multi-media solutions. Jeff served as CCBN’s Chairman and CEO until the sale of the company to The Thomson Corporation in March 2004.

Jeff earned his Bachelor’s and Master’s degrees in Engin-eering and his MBA from Cornell University. Jeff is a Trustee Emeritus and has been recognized as a foremost benefactor of the University. Jeff is also an Emeritus Member and a past Chair of the Johnson School’s of Advi-sory Council. In 2001, Jeff was inducted into the Johnson School Hall of Honor, the school’s highest award and was also selected as the Cornell University 2001 Entrepreneur of the Year.

Soumitra duttaanne and Elmer Lindseth dean, Samuel Curtis Johnson Graduate School of management

Soumitra Dutta is the eleventh dean and professor of man-agement and organizations in the Samuel Curtis Johnson Graduate School of Management at Cornell University. He most recently served as the Roland Berger Chaired Professor of Business and Technology and was the founder and academic director of the eLab at INSEAD, a top-ranked graduate business school in Fontainebleau, France.

Previous roles Dutta has held during his 23-year tenure at INSEAD include dean of external relations; dean of executive education; and dean of technology and e-learning. He has served as a visiting professor in the Haas School at Berkeley, Oxford Internet Institute at University of Oxford, and Judge School at University of Cambridge in England. He has lived and worked in the U.S., Europe, and Asia, including stints as an engineer with GE in the U.S. and Schlumberger in Japan.

Dutta is an authority on the impact of new technology on the business world, especially social media and social net-working, and on strategies for driving growth and innovation by embracing the digital economy. He is the co-editor and author respectively of two influential reports in technology and innovation — the Global Information Technology Report (co-published with the World Economic Forum) and the Global Innovation Index (to be co-published with the World Intellectual Property Organization). Both reports have been used by several governments around the world in assessing and planning their technology and innovation policies.

His work has been widely published in the Harvard Business Review, European Management Journal, Management Science, IEEE Transactions on Engineering Management,

breakfast Keynote, Friday, November 20Eaton vance management Edward Perkin, CIo, Equity,Eaton vance management

Eddie Perkin is a vice president of Eaton Vance Management, chief equity investment officer and team leader of Eaton Vance’s value team. Additionally, he serves as lead portfolio manager of Eaton Vance’s Large-Cap Value strategy. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s large-cap value equity portfolios. He is head of the firm’s Equity Strategy Committee. He joined Eaton Vance in April 2014.

Eddie began his career in the financial services industry in 1995. Before joining Eaton Vance, he served as chief invest-ment officer (international and emerging-market equity) as well as managing director/portfolio manager (Europe, EAFE and global) at Goldman Sachs Asset Management (GSAM) in London. Before relocating to London in 2008, Eddie was a portfolio manager and analyst on GSAM’s U.S. value equity team in New York. Eddie was previously associated with FISERV and American Retirement Insurance Services.

Eddie earned a B.A. from the University of California, Santa Barbara, and an MBA from Columbia Business School. He is a CFA charterholder and is a member of the board of directors of Junior Achievement of Northern New England.

Lunch Keynote, Friday, November 20Capital GroupPanelists: archana basi, barbara burtin, Noriko honda Chen, Karen Choi, Natasha mounier, Kaitlyn murphy (please refer to their bios under the Capital Group section below)

Janet Glazer is a research analyst at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retire-ment planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Janet is responsible for analyzing and rating stocks, supporting portfolio managers, and for coverage of multi-industrial and flow control companies within the industrials sector.

Prior to assuming her current responsibilities, Janet worked at Pyramis Global Advisors, a Fidelity Investments company. In this role, Janet was responsible for equity research coverage of US and Latin American industrials including conglomerates, multi-industry, aerospace & defense, machinery, building products, transports, professional services, engineering & construction, transportation logistics, and transportation infrastructure. Formerly, she analyzed the global energy sector researching alternative energy, refining and coal equities.

richard Thompson is managing director of research at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial pro-ducts and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Rich is responsible for leading the Consumer and Small Cap teams. In this capacity, he is also the lead portfolio manager of Fidelity Stock Selector Small Cap Fund and Fidelity Series Small Cap Opportunities Fund.

Prior to assuming his current lead portfolio management responsibilities in 2013 and his managing director role in 2012, Rich held various other positions at Fidelity including that of portfolio manager at FMRCo starting in 2005, small cap team leader at FIL/London from 2003 to 2005, equity research analyst at FMRCo from 1998 to 2003, and research associate at FMRCo from 1996 to 1998. Before joining Fidelity in 1996, Rich worked as an analyst & fund manager on the Manchester Growth Fund from 1991 to 1996. He has been in the investments industry since 1991. Rich earned his Bachelor of Science degree in finance from Bentley College.

hilary albright is a Talent Acquisition Senior Specialist focused on global investment group recruiting, both equity and fixed income. Prior to her current role, Hilary was a Global Investment Control analyst at Capital. Hilary holds a bachelor’s degree in international relations from the Uni-versity of Southern California. She is based in Los Angeles.

archana basi is an equity investment analyst at Capital Group with research responsibility for telecommunications in Latin America and Europe, Middle East and Africa, and for beverages in North America and Europe. She has 18 years of investment experience and has been with Capital Group for one year. Prior to joining Capital, Archana held analyst positions covering telecommunications at Wellington Management Company, LLP, and T. Rowe Price. She holds an MBA from the University of Chicago Graduate School of Business and a bachelor’s degree in nuclear engineering from the University of Maryland. She also holds the Chartered Financial Analyst® designation and is on the board of the Boston Securities Analysts Society. Archana is based in London.

Erin bell is a research coordination project manager at Capital Group. She has over 20 years of investment industry experience, all with Capital Group. Earlier in her career at Capital, Erin was an investment analyst. She holds an MBA from London Business School and a bachelor’s degree in political science from the London School of Economics. Erin is based in London.

Before joining Fidelity, Janet was a senior manager at E*TRADE Financial in charge of global trading and portfolios from 2006 to 2009.

Janet earned her bachelor of science degree in humanities with a focus on behavioral economics from the Massachusetts Institute of Technology and her master of business administration degree from the Massachusetts Institute of Technology Sloan School of Management. She was co-presi-dent of the Sloan Investment Management club.

rayna Lesser hannaway is a portfolio manager at Fidelity Management & Research Company (FMRCo), the invest-ment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment manage-ment, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, she is responsible for co-managing Fidelity Stock Selector Mid Cap Fund (since 2012), Fidelity Advisor Stock Selector Mid Cap Fund (since 2012), Fidelity Low-Priced Stock Fund (since 2011), Fidelity Stock Selector Small Cap Fund (since 2009), Fidelity Advisor Stock Selector Small Cap Fund (since 2009), and Fidelity Series Small Cap Opportunities Fund (since 2007).

Prior to assuming her current position within the Equity division in January 2009, Rayna served as a portfolio assistant beginning in 2008, where she was responsible for helping manage Fidelity Small Cap Stock Fund. She joined Fidelity in 2005 as an analyst on the Small Cap team where she covered the industrials, consumer and technology sectors, and worked closely with all of Fidelity’s small cap fund managers. Before joining Fidelity, Rayna was an analyst with Jennison Associates from 2001 to 2004, responsible for covering the technology, industrials and health care sectors for various small-cap equity stocks. She has been in the investments industry since joining Lord Abbett & Company in 1996 as a small-cap analyst.

Rayna earned her Bachelor of Arts degree in economics from Barnard College, where she graduated summa cum laude. She is also a Chartered Financial Analyst (CFA) charterholder. Charlie hebard is a managing director of research at Fidelity Management & Research Company (FMRCo), the invest-ment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment manage-ment, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Charlie oversees the financials and industrials research teams.

Prior to assuming his current position, Charlie managed Fidelity Blue Chip Value Fund, VIP Value Leaders Portfolio, and Fidelity Advisor Value Leaders Fund from 2006 to 2010. Previously, he managed various other Fidelity funds, including Fidelity Financials Central Fund from 2006 to 2007, Select Financial Services Portfolio, Fidelity Advisor Financial Services Fund and VIP Financial Services Portfolio from 2005 to 2007, Select Brokerage and Investment Management

During her 14 years with Fidelity, Jill has also held leader-ship positions in global investment recruiting and executive staffing and sourcing. Prior to joining Fidelity, Jill worked in human resources for Nvest Financial and State Street Research and Management.

Ms. O’Connell holds a Bachelor of Science degree from Boston University.

melissa reilly is chief investment officer at Fidelity Manage-ment & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, she is responsible for investment management oversight of the Capital Appreciation and Growth teams.

Prior to assuming her current position in March 2013, Melissa held various other roles with Fidelity, including that of port- folio manager of Fidelity Europe Capital Appreciation Fund, Fidelity Advisor Europe Capital Appreciation Fund, and the Europe portion of Fidelity Global Balanced Fund from 2007 to 2013, portfolio manager of Fidelity Nordic Fund from 2009 to 2011 and Fidelity Europe Fund from 2008 to 2012, and research analyst in the Global Research Group from 2004 to 2007. Before joining Fidelity in 2004, she worked as a senior vice president, portfolio manager, and International Core research analyst at Putnam Investments from 1999 to 2004, an associate in Equity Research at Morgan Stanley & Co., and as a staff consultant at Anderson Consulting, where she began her career in 1995. She has been in the investments industry since 1995.

Melissa earned her Bachelor of Arts degree in economics from Columbia University and her master of business administra-tion degree from the University of Chicago.

Katherine Shaw is an equity research analyst and portfolio manager at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries In this role, Katie is responsible for developing and communicating buy/sell decisions for stock coverage within the consumer discretionary sector. She also performs valuation analyses and incorporates proprietary research with publicly available information to develop investment theses and recommenda-tions. In this capacity, she also manages Select Leisure Fund.

Prior to joining Fidelity in 2008, Katie worked as a private equity associate at TA Associates from 2002 to 2006 and as an investment banking analyst at Salomon Smith Barney from 2000 to 2002. She has been in the investments industry since 2000.

Katie earned her Bachelor of Arts degree in economics and government from The University of Virginia and her master of business administration degree from Harvard Business School. She is also a Chartered Financial Analyst (CFA) charterholder.

Portfolio in 2006, Select Insurance Portfolio from 2004 to 2006, Select Energy Service Portfolio from 2002 to 2004, and Select Leisure Portfolio from 2001 to 2002. Prior to that, Charlie was an equity research analyst following the newspaper, printing, gaming, and cruise ship and leisure durable industries starting in 1999. Before joining Fidelity full time, he was an equity research analyst intern at Fidelity in 1998. Previously, Charlie was an assistant vice president at Citicorp Securities, Inc. from 1996 to 1997, and also worked as an associate for the High Yield Finance group and Global Media & Communications group at Citicorp Securities, Inc.

Charlie earned his Bachelor of Arts degree in economics, magna cum laude, from the University of Pennsylvania and his master of business administration degree in finance from The Wharton School at the University of Pennsylvania. He is also a Chartered Financial Analyst (CFA) charterholder.

Shilpa mehra is a research analyst/portfolio manager at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institu-tions and financial intermediaries. In this role, Shilpa is responsible for analyzing and rating stocks, supporting portfolio managers, and for the coverage of payments and processors within the financials sector. She also manages Select Consumer Finance Portfolio (since 2012).

Prior to assuming her current responsibilities, Shilpa covered business services within the cyclical sector from 2009 to 2011. Before joining Fidelity full time in 2009, she interned at Fidelity as a research analyst covering the generic pharmaceuticals industry in 2008. Previously, Shilpa interned at Gabelli Asset Management as a research analyst responsible for analyzing trends in the food industry. Prior to this, Shilpa worked in various startup companies as well as venture capital, where she was primarily responsible for business development and strategy. She has been in the investments industry since 2009.

Shilpa earned her Bachelor of Arts degree in finance from New York University and her master of business adminis- tration degree in finance and accounting from Columbia University. At Columbia, Shilpa was selected for and com-pleted the Value Investing Program. She was also co-president of the Columbia Investment Management Association.

Jill o’Connell is Vice President of Talent Management for the Asset Management business within Fidelity Investments. In this role, Jill is responsible for all talent acquisition and talent development for 10 offices globally across all segments of Fidelity’s retail and institutional businesses. In addition, she is also responsible for strate-gic and competitive talent analysis and partners with Fidelity’s senior leaders to develop talent strategies for new business initiatives in global offices.

barbara burtin is an equity investment analyst at Capital Group with research responsibility for European and Latin American banks. She has six years of investment experience, all with Capital Group. Prior to joining Capital, Barbara worked in business development for Capital One Financial in the United States, France and Italy. She also brings a variety of other international business experiences, including entrepreneurship and management consulting. She holds an MBA with honors from the Wharton School of the University of Pennsylvania and a master’s degree in finance from HEC Paris. Barbara is based in Los Angeles.

Natasha braginsky mounier is an equity investment analyst at Capital Group with research responsibility for companies domiciled in Africa, Eastern Europe, Israel, Russia and Turkey. She has 21 years of investment experience and has been with Capital Group for 12 years. Prior to joining Capital, she was an investment banker at J.P. Morgan and the Blackstone Group. She holds an MBA from Harvard Business School and a bachelor’s degree in economics from the School of Foreign Service, Georgetown University. Natasha is based in London.

Noriko honda Chen is an equity portfolio manager at Capital Group. She has 24 years of investment experience and has been with Capital Group for 16 years. Earlier in her career, as an equity investment analyst at Capital, Noriko covered Asian infrastructure, building materials and construction companies, as well as oil, gas & refining companies. She was also a research director for one of the global groups. Before joining Capital, she worked in the research department of Worldsec International Limited in Hong Kong (a subsidiary of Mitsubishi Bank) and was a manager in corporate finance. Noriko holds a bachelor’s degree in economics from Williams College and a degree in the Japanese Language Bekka Program at Keio University, Tokyo. Noriko is based in San Francisco.

Karen Choi is a fixed-income investment analyst at Capital Group with research responsibility for utilities and regional banks. She has 16 years of investment experience and has been with Capital Group for seven years. Prior to joining Capital, she was a fixed-income analyst with Alliance-Bernstein and before that with Prudential Financial. She holds a bachelor’s degree in international relations from Wellesley College. She also holds the Chartered Financial Analyst® designation. Karen is based in New York.

alice davison is a senior manager, talent acquisition, at Capital Group, where she focuses on global investment group recruiting. She has 28 years of industry experience, all with Capital Group. Earlier in her career at Capital, Alice worked as a human resources manager, as a fund adminis-trator and consultant for Capital Research International and as a coordinator of The Associates Program (TAP), a two-year series of work assignments in various areas of the organization. Alice was also a TAP participant. She holds an MBA with distinction from the Stern School of Business at New York University and a bachelor’s degree in economics from Bowdoin College. Alice is based in New York.

Jill dennis is a Human Resources Business Partner at Capital Group, where she works with the global investment group

yana S. barton, CFa is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s growth team. She is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. She is a member of the firm’s Equity Strategy Committee. She began her career in the investment management industry with Eaton Vance in 1997.

Yana earned a B.S. from the University of Florida. She is a member of the Boston Security Analysts Society and is a CFA charterholder.

Kimberly Gailun is a vice president of Eaton Vance Manage-ment and an equity analyst on Eaton Vance’s small-/midcap team. She is responsible for coverage of the health care sector. She joined Eaton Vance in 2014. Kim began her career in the investment management industry in 2000. Before joining Eaton Vance, Kim was a vice president of U.S. equity research with JPMorgan Chase. She has additional U.S. equity research experience with Thomas Weisel Partners and SunTrust Robinson Humphrey.

Kim earned a B.A. from Harvard University.

Jason Kritzer is a vice president of Eaton Vance Manage-ment and an equity analyst on Eaton Vance’s growth team. He is responsible for coverage of the pharmaceutical, health care equipment and biotechnology industries. He joined Eaton Vance in 2012.

Jason began his career in the investment management industry in 1999. He was previously affiliated with BlackRock, Inc. as a director and equity analyst and Putnam Investments as an equity research analyst. Jason earned a B.S.B.A. from Boston University, School of Management and an MBA from Columbia University, School of Business. He is a member of the Columbia Business School Ambassador Program. He is a CFA charterholder.

Stacey mcallister is a vice president of Eaton Vance Man-agement and investment-grade credit analyst on Eaton Vance’s diversified fixed-income team. She is responsible for research and security selection within the consumer, health care, services and financial services sectors. She is also a member of the liability-driven investment (LDI) solutions team, providing research and analytical support. She initially joined Eaton Vance in 2004, earned an MBA and rejoined the firm in 2010.

Stacey began her career in the investment management industry in 2004. Before joining Eaton Vance in her current capacity, she worked as a credit analyst with Eaton Vance’s floating-rate loan group, covering a variety of sectors.

Stacey earned a B.A. from Williams College and an MBA from the Kellogg School of Management at Northwestern University. She is a CFA charterholder.

Eddie Perkin is a vice president of Eaton Vance Management, chief equity investment officer and team leader of Eaton Vance’s value team. Additionally, he serves as lead port-folio manager of Eaton Vance’s Large-Cap Value strategy.

and global trading team. She has 17 years of experience, all with Capital Group. Earlier in her career at Capital, Jill work-ed as a talent acquisition specialist, as a talent development consultant, and as a compensation consultant. She holds a bachelor’s degree in psychology from Northwestern University. Jill is based in Los Angeles.

Courtney Koester is a fixed-income investment analyst at Capital Group with research responsibility for tax-exempt transportation and tobacco settlement bonds. She has nine years of investment experience, all with Capital Group. Courtney began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. She holds a bachelor’s degree in computer engineering and economics from Northwestern University. Courtney is based in Los Angeles.

Kaitlyn murphy is an equity investment analyst at Capital Group with research responsibility for U.S. chemicals and automobile & components manufacturers. She has 10 years of investment experience, all with Capital Group. Kaitlyn began her career at Capital as a participant in The Asso-ciates Program, a two-year series of work assignments in various areas of the organization. She holds a bachelor’s degree in organizational studies, with a focus on internation-al relations from Brown University. Kaitlyn is based in Los Angeles.

Caroline randall is an equity investment analyst at Capital Group with research responsibility for European transport and utilities companies. She has 17 years of investment experience and has been with Capital Group for nine years. Prior to joining Capital, she was head of European utilities research at J.P. Morgan. Before that, she was an analyst with Schroder Securities and an associate in investment banking at Deutsche Bank. She holds both a master’s and bachelor’s degree in economics from the University of Cambridge. Caroline is based in London.

Eva Sudol is a portfolio manager at Capital Group. She has 21 years of investment experience and has been with Capital Group for 20 years. Earlier in her career at Capital, she was an equity investment analyst with research responsibility for U.S., European, Latin American and emerging energy sources, and U.S. chemicals companies. Prior to joining Capital, Eva was a project manager for Poland’s Ministry of Privatization. Before that, she was an investment bank-ing associate for Goldman Sachs in New York. She holds an MBA from Harvard Business School and a bachelor’s degree in economics and organizational behavior from Brown University graduating magna cum laude. Eva is based in New York.

diana Wagner is an equity investment analyst at Capital Group with research responsibility for global semiconductor equipment and paper & forest products companies, as well as U.S. health care services companies. She has 17 years of investment experience and has been with Capital Group for 14 years. Prior to joining Capital, Diana was at ING Barings in London and at SBC Warburg in New York. She holds an MBA from Columbia Business School and a bachelor’s degree in art history from Yale University. Diana is based in New York.

He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s large-cap value equity portfolios. He is head of the firm’s Equity Strategy Committee. He joined Eaton Vance in April 2014.

Eddie began his career in the financial services industry in 1995. Before joining Eaton Vance, he served as chief invest-ment officer (international and emerging-market equity) as well as managing director/portfolio manager (Europe, EAFE and global) at Goldman Sachs Asset Management (GSAM) in London. Before relocating to London in 2008, Eddie was a portfolio manager and analyst on GSAM’s U.S. value equity team in New York. Eddie was previously associated with FISERV and American Retirement Insurance Services.

Eddie earned a B.A. from the University of California, Santa Barbara, and an MBA from Columbia Business School. He is a CFA charterholder and is a member of the board of directors of Junior Achievement of Northern New England.

douglas rogers is a equity analyst on Eaton Vance’s growth team. He is responsible for coverage of the capital markets, consumer finance, diversified financial services, and Internet software and services industries. He joined Eaton Vance in 2001.

Doug began his career in the investment management indus-try in 1999. Before joining Eaton Vance, he was a research analyst with Endeca Technologies Inc.

Doug earned a B.S. from the United States Naval Academy and an MBA from Harvard Business School. He is a Chartered Market Technician (CMT) and a CFA charterholder.

madhuleena Saha is a vice president of Eaton Vance Man-agement and an equity analyst on Eaton Vance’s global core team. She is responsible for coverage of the international consumer staples and consumer discretionary sectors. She joined Eaton Vance in 2010.

Leena began her career in the investment management industry in 1996. Before joining Eaton Vance, she was affiliated with Evergreen Investment Management, Pioneer Investments, John Hancock and Rice, Heard & Bigelow.

Leena earned a B.S. from St. Xavier’s College and an MBA from Boston College Carroll School of Management. She is a CFA charterholder.

Prachi Samudra is a vice president of Eaton Vance Manage-ment and an equity analyst on Eaton Vance’s small-/midcap team. She is responsible for coverage of the financial sector. She joined Eaton Vance in 2015.

Prachi began her career in the investment management industry in 2007. Before joining Eaton Vance, she was an associate analyst with Fidelity Investments, where she also participated in the General Management Apprentice program. Before entering the investment management industry, she was affiliated with Lowe’s Companies, Inc., Infosys Ltd. and Pune Institute of Computer Technology.

Prachi earned a B.Eng. from Walchand College of Engineer-ing (India) and an MBA from The Fuqua School of Business at Duke University.

Nancy Tooke is a vice president of Eaton Vance Manage-ment, portfolio manager and team leader of Eaton Vance’s small-/midcap team. She is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s small- and midcap equity portfolios. She is a member of the firm’s Equity Strategy Committee. She joined Eaton Vance in 2006.

Nancy began her career in the investment management industry in 1969. Before joining Eaton Vance, Nancy was chief investment officer and portfolio manager with ForstmannLeff Associates. She has also been affiliated with Brown Brothers Harriman and Company, State Street Bank and Trust Company, Equitable Life Assurance Society, Baker Weeks and Company and E.F. Hutton and Company in a variety of investment management positions.

Nancy earned a B.A. from Smith College. She is a CFA charterholder.

Stephannie Workman is a recruiter in the Human Resources department. She is responsible for recruitingqualified candidates for open requisitions across the organization, managing the undergraduate summerinternship program and championing inclusion and diversity efforts. She began her career in the investmentmanagement industry with Eaton Vance in 2012.

Prior to joining Eaton Vance, Stephannie was a recruiter and corporate recruitment specialist at Bright Horizons Family Solutions. Stephannie earned a bachelor’s degree in vocal performance from the New England Conservatory of Music.

She is a mentor for the Alray Scholars Program and the New England Conservatory.

Sarah Ketterer is the chief executive officer of Causeway, portfolio manager for the firm’s fundamental and absolute returns strategies, and is responsible for investment research across all sectors. Ms. Ketterer is a member of Causeway’s operating committee. She co-founded the firm in June 2001.

Prior to co-founding Causeway, Ms. Ketterer worked for the Hotchkis and Wiley division of Merrill Lynch Investment Managers (“HW-MLIM”) from November 1996 to June 2001. At HW-MLIM, she was a managing director and co-head of the firm’s HW-MLIM International and Global Value team. From 1990 to 1996, Ms. Ketterer was a portfolio manager at Hotchkis and Wiley, where she co-founded the international equity product. Ms. Ketterer is currently a director of the Music Center Foundation and the Los Angeles World Affairs Council, and serves on the board of overseers of the Tuck School and on the Los Angeles advisory council of CollegeSpring. Ms. Ketterer has 29 years of investment experience.

Ms. Ketterer has a BA in Economics and Political Science from Stanford University and an MBA from the Amos Tuck School, Dartmouth College.

molly Frew is an equity research analyst at MFS Investment Management® (MFS®). In her role, she is responsible for identifying the most attractive investment opportunities in her assigned universe. She also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

Prior to joining MFS in 2013, Molly worked at Barclays Capital for four years as a public finance analyst and an assistant vice president. She began her career in the financial services industry in 2007. Molly earned a Bachelor of Arts degree from Vanderbilt University and holds a Master of Business Administration degree from the University of Pennsylvania.

alison o’Neill is an investment officer and equity research analyst at MFS Investment Management.

Before joining MFS in 2005, Alison spent three years as an investment associate in large-cap global equity research for Putnam Investments.

Alison is an alumnus of Harvard College, AB, where she graduated cum laude. She later earned her MBA from Massachusetts Institute of Technology.

Erica E. Schulte is an Equity Research Analyst for MFS Investment Management. As an Equity Research Analyst, she is responsible for identifying the most attractive investment opportunities, working closely with MFS port-folio managers to ensure ideas are properly positioned within portfolios.

Erica joined MFS in 2014. Prior to MFS, Erica spent five years at Goldman Sachs & Co.

She received her Bachelor of Science degree in Business Administration from the University of Richmond and holds a Masters of Business Administration from the Harvard Business School.

Nicole m. Zatlyn is an investment officer and non-US equity portfolio manager at MFS Investment Management® (MFS®). She co- manages a number of investment portfolios, including the MFS Canadian Core Equity and Canadian Growth Equity strategies. As a portfolio manager, Nicole is responsible for final buy and sell decisions, portfolio con-struction, and risk and cash management. She also parti-cipates in the research process and strategy discussions. Nicole is based in MFS’ Boston office.

Nicole joined MFS in 2001 as an equity research analyst. Her sector coverage responsibilities were the insurance, semiconductors, and electrical equipment industries. She was appointed to be portfolio manager in May 2005. Prior to joining MFS, she served two years as an invest-ment analyst for Bowman Capital Management and three years as an equity research associate for Morgan Stanley.

She earned a Bachelor of Commerce degree with highest distinction from McGill University and a Master of Business Administration degree from Stanford University.

Ellen Lee is a portfolio manager for the firm’s fundamental and absolute returns strategies and is responsible for investment research in the global utilities, energy, industrials, and consumer discretionary sectors. She joined the firm in August 2007.

Prior to joining Causeway, Ms. Lee interned at Tiger Asia, a long short equity hedge fund focused on China, Japan, and Korea during the summer of 2006. From 2001-2004, Ms. Lee was an associate in the Mergers and Acquisitions division of Credit Suisse First Boston in Seoul, where she advised Korean corporates and multinational corporations. From 1999-2000, she was an analyst in the Mergers and Acquisitions division of Credit Suisse First Boston in Hong Kong. Ms. Lee has 12 years of investment experience.

Ms. Lee has a BA in Business Administration from Seoul National University and an MBA from the Stanford Graduate School of Business.

Negin Sohrabi, CFa is a fundamental research associate at Causeway. She joined the firm in July 2015. From 2013-2015, Ms. Sohrabi was an equity research analyst at Kopernik Global Investors, where she covered the consumer staples sector. From 2012-2013, she worked at Vinik Asset Management as an equity analyst covering the consumer staples sector. From 2011-2012, Ms. Sohrabi was a research associate at Tradewinds Global Investors. Ms. Sohrabi has a BA, cum laude, in International Political Economy from the University of California at Berkeley and an MA in Middle Eastern Studies from Harvard University. Ms. Sohrabi is a CFA charterholder.

yifan Zhang, Phd is a quantitative research associate at Causeway. She joined the firm in April 2015. From 2013 to 2015, Dr. Zhang was a research analyst at Acadian Asset Management, where she was responsible for researching equity alpha sources and portfolio construction, and conduct-ing performance analysis. Dr. Zhang has a PhD in Applied Mathematics from Brown University, a BS in Statistics from Nanjing University and is a CFA Level III candidate.

Fritz Kaegi became Portfolio Manager of the $9 billion Columbia Acorn Fund (ACRNX), a 45-year old mutual fund that focuses on smaller U.S. companies, in May of 2015. He has also been Portfolio Manager of the Columbia Acorn Emerging Markets Fund (CEFZX), which focuses on smaller emerging market companies, since its inception in 2011. He has been at Chicago-based Columbia Wanger Asset Management (CWAM) since 2004, covering companies in Africa, India, the Former Soviet Union, and the global basic materials industry. He received his MBA from the Stanford Graduate School of Business and his BA from Haverford College, and has been a Thomas J. Watson and Leadership Greater Chicago Fellow.

marta N. bezoari, CFa, CaIa is a senior vice president and account manager in the New York office and a member of PIMCO’s consultant relations group. Prior to joining PIMCO in 2011, she was an associate in the structured products and alternative risks group at Deutsche Bank, London. She has eight years of investment and financial services experience and holds an MBA from MIT Sloan School of Management and an undergraduate degree in mathematics and physics from King’s College London.

Stacie Sasaki-Glass is a vice president in the Newport Beach office and head of campus recruiting. Prior to joining PIMCO in 2010, she was a vice president in campus recruit-ing at Barclays Capital, focusing on investment banking, sales, trading and research at the undergraduate, MBA and Ph.D. levels. Prior to that, Ms. Sasaki-Glass managed west coast campus recruiting at UBS Investment Bank. She is a member of the Forte Foundation’s Corporate Advisory Council and has 15 years of campus recruiting experience in financial services, and holds an undergraduate degree in art history from the University of California, San Diego.

mirette Kouchouk is a vice president and corporate credit analyst in the Newport Beach office. Prior to joining PIMCO in 2011, she was an equity research analyst at Banc of America Securities, covering imaging technologies. She has seven years of investment experience and holds an MBA from the Stern School of Business at New York University and a bachelor’s degree in quantitative economics from Tufts University.

beth macLean is an executive vice president and bank loan portfolio manager in the Newport Beach office. Prior to joining PIMCO in 2011, she was a partner and bank loan portfolio manager at Lord Abbett, where she oversaw the firm’s loan portfolio management team and managed structured products. Previously, she was a managing director and portfolio manager for leveraged loan invest-ments at Nomura Corporate Research and Asset Manage-ment. Before that, she was vice president and portfolio manager at Pilgrim Investments and also held senior corporate lending officer roles at the Bank of Hawaii and the Bank of New York. She has 26 years of investment experience and holds an MBA from the W.P. Carey School of Business at Arizona State University. She received an undergraduate degree from Vanderbilt University.

Kira Connors is a Credit Analyst on the U.S. High Yield team, covering the consumer products and food and beverage sectors. She is responsible for conducting fundamental analysis and valuation of the companies in these sectors and making buy/sell recommendations. Ms. Connors joined Putnam in 2012 and has been in the investment industry since 2007. Ms. Connors earned her B.S. and MBA from Cornell University.

aaron Cooper is Director of Global Equity Research. In addition, he is a Portfolio Manager in the International/ Global Equities and U.S. Equities groups. As Director of Global Equity Research, Mr. Cooper supervises over 40 analysts covering nine global sectors. As Portfolio Manager, he manages Putnam Research Fund, Putnam Global Sector Fund, and George Putnam Balanced Fund. He joined Putnam in 2011 and has been in the investment industry since 1999. Mr. Cooper earned his B.A. in Economics from Harvard University.

megan Craigen is an Analyst. In this role, she is responsible for conducting fundamental analysis and valuation of companies, and making buy/sell recommendations, with a focus on the consumer discretionary sector. Ms. Craigen has been in the investment industry since she joined Putnam in 2002. Ms. Craigen earned her B.A. and MBA from Harvard.

Elizabeth hansen is an Analyst in the Global Equity Research group, focusing on the global natural resources sector. She is responsible for conducting fundamental analysis and valuation of companies in this industry, and making buy/sell recommendations. She originally joined Putnam in 2014 as an Intern while earning her M.B.A. She has been in the investment industry since she rejoined Putnam as an Analyst in 2015.

Kate Lakin is an Assistant Director of Global Equity Research and an Analyst in the U.S. Large Cap Equity Research group, covering consumer staples, specifically packaged food. She is responsible for conducting fundamental analysis and valuation of the companies in this industry and making buy/sell recommendations. In addition, she oversees and manages the Equity Associate internship and fulltime program. Ms. Lakin joined Putnam in 2012 and has been in the investment industry since 2008. Ms. Lakin earned her B.A. from Wellesley College.

Patricia basso is a Vice President and Sr. HR Business Partner for State Street Global Advisors. Patty provides strategic and consultative HR support to the Investment organization globally. This includes talent management, sucession planning and HR solutions that support the SSGA business vision and goals.

Prior to joing SSGA, Patty was an HR Business Partner and Manager of Global Talent Acquisition at MFS Investment Management. Patty joined MFS in 1997 where she had progressive HR roles in Benefits, Talent Acquisition, Employ-ee Relations and HR Management during her tenure.

Patty earned a BS in Business Administration from the University of Wisconsin in 1989, and an MS in Human Resource Management from Emmanuel College in 2001.

Susana Chiros joined State Street in early 2014 as US Head of Talent Acquisition for SSGA , the asset manager for State Street Corp. Susana has over 15 years of experience in Human Resources and has led recruitment functions at Brown Brothers Harriman, Investors Bank & Trust and Pioneer Investments.

Prior to SSGA, Tiffany worked at Arrowstreet Capital, a global equity quant manager, in a variety of capacities including developing its compliance and investment opera-tions infrastructure and launching offshore hedge funds/UCITS funds with multi prime broker structures. Before that, Tiffany worked at Fidelity as a management consul-tant and Goldman Sachs Investment Management division in various areas of operations, client servicing and project management. Tiffany started out as an auditor at McGladrey & Pullen managing financial statements audit and risk as-sessment/internal controls engagements.

Tiffany earned an MBA in Finance, Strategy and Entrepre-neurship from Kellogg School of Management at North-western University, and an MA in Asian Studies and a Master of Accountancy from University of Illinois Urbana Champaign, and a BA in Chinese Literature from Peking University. She’s a CFA® charterholder and a member of the Boston Security Analysts Society and CFA Institute. In addition, Tiffany is also a Certified Public Accountant (CPA) and a Certified Internal Auditor (CIA).

deborah Lorenzen is the Chief Operating Officer for Global Product & Marketing. In this newly created role she will be focused on a number of items, with focus initially on devel-opment of an integrated investment education competency as well as increasing the efficiency and effectiveness of the infrastructure and communications for GP&M.

She joined SSGA from BNY Mellon’s New York office where she was most recently Chief Operating Officer for BNY Mellon University. In this role, she managed all global operations of the University, including technology and infrastructure and was responsible for all aspects of metrics/measurement, vendor relationships and communications for this firm-wide initiative. Previously, she held a variety of roles over 21 years at BNY Mellon including leadership positions in product management, business development and vendor management. She was based in San Francisco, New York and London.

Jill Iacono mavro is a Managing Director of State Street Global Advisors and Head of the Strategic Relationship Group for the Intermediary Business Group (‘IBG’). IBG is State Street’s division dedicated to the evolving needs of wealth management firms and financial advisors. Specifi-cally, Jill and her team are responsible for building and managing strategic partnerships with national financial services firms.

Prior to this role, Jill was a senior business development manager for State Street Global Advisors Limited in London where she was responsible for distribution of European-based investment products. Before moving to London, Jill held roles within SSGA’s marketing, sales and product development teams. She has over 19 years of experience in the investment management industry.

Jill holds a BS from Westfield State College and an MBA from Suffolk University. She has also earned the FINRA series 6, 7, 63 and 24 licenses. Jill earned the Certified Private Wealth Advisor (CPWA) designation from the Booth School of Business at the University of Chicago. Jill serves

Prior to joining State Street, Susana held a dual role as Employment Manager wherein she had oversight of all functions of recruitment. Additionally, she was the HR Business Partner for the Investment Management and the International Distribution divisions at Pioneer Investments.

Kem danner is the head of Human Resources and Senior Vice President for State Street Global Advisors (SSGA) and is a member of the SSGA Executive Management Group (EMG).

Kem joins the company this year after over 17 years at Bank of America where she most recently served as the Head of Diversity and Inclusion for a number of business units responsible for designing and executing a sustainable diver-sity and inclusion strategy for the respective business units. Kem held various roles within Global Human Resources at Bank of America including Senior HR Business Partner during and after the Bank of America Merrill Lynch merger in the Global Markets & Banking business, head of HR for Global Markets Technology & Operations as well as head of Human Resources for Merrill Lynch Wealth Management.

Kem began her career in 1997 at Bank of America in the Management Associate Program in Charlotte, NC and served various business roles in the Retail, Preferred & Small Business including the launch of the company’s Online Banking & Bill Pay initiatives prior to joining the bank’s Global Human Resources division. Kem worked on several company mergers at Bank of America including a merger related assignment abroad in Europe.

Kem is actively involved in various charitable organizations relating to childhood education & development as well as cancer research for the Samuel Waxman Foundation, Storefront Academy and the St Jude Children’s Research Hospital. She is also a member of various employee network groups within the company. Kem attended the University of North Carolina at Chapel Hill for undergraduate and gradu-ate studies and will be moving from New York to Boston.

rachel Federico is a Recruiting Coordinator within Global Human Resources supporting Executive Recruitment. She is responsible for ensuring positive client and candidate experience from prospect to hire. Her responsibilities include managing the interview & onboarding process and collaborating with top tier executives on ad hoc projects surrounding Talent Acquisition. Rachel started her career working in supplier operations at Wayfair, an e-commerce startup based in Boston. Rachel attended Lesley University and holds a Bachelor of Arts degree in English, and is completing her Master in Business Administration at Boston College.

Tiffany hu is a Vice President at State Street Global Advi-sors (SSGA)’s Office of Regulatory Strategy and Execution, which is responsible for monitoring the regulatory land-scape, developing strategic global regulatory compliance framework, and closely working with senior business lead-ers on cross-functional implementation to address such regulatory requirements. In addition, Tiffany contributes to SSGA’s build-out of the first-line-of-defense infrastructure in light of State Street’s risk excellence focus.

on the board of Sectoral Asset Management and also on the board of overseers for Beth Israel Deaconess Medical Center. She also serves as the Boston Chapter Lead for Women in ETFs and is Co-Chair of the Money Management Institute’s ETF Committee.

mark Johnson is a Senior Director, Head of Recruitment for TIAA-CREF’s Asset Management business. He has been with TIAA-CREF for more than 5 years. Mark has over 10 years of global asset management recruiting experience, most of which has been in an executive search, high volume setting. He has performed searches from the analyst level up to global head of equities; Chief Economists and CIOs. Formerly he was a Vice President, Corporate and Executive Recruiter at Union Bank where he held the management relationship for all staffing and plan execution for HighMark Capital; the bank’s asset management arm. In that role, he led the redesign of their distribution team, both internally and externally and closed over 70 requisitions in one year for his business relationships, all while being directly re-sponsible for managing the business area people plans for Finance, Credit, Real Estate, Asset Management and Corpo-rate Strategy. Before Union Bank, Mark was a Director with RETS Associates where he was responsible for building and marketing the firm’s retained search services across the U.S. He has also worked at Korn Ferry and Spencer Stuart.

Laura Parrott is a Senior Director and heads TIAA-CREF’s Investment Grade Private Placements Team. She is based in North Carolina and oversees all new investment activities related to the firm’s $15 billion investment-grade corporate debt private placement portfolio. She joined the TIAA-CREF organization in 2005 and had held several roles, includ-ing: private placement originations, private equity portfolio management and portfolio research. She has more than 15 years of industry experience. Prior to joining TIAA-CREF, Mrs. Parrott worked at JPMorgan where she was an Assis-tant Vice President and held various roles in Private Equity, International Equities, and Private Wealth. Mrs. Parrott earned a B.S. in business administration from Wake Forest University and an M.B.A. from Duke University’s Fuqua School of Business.

anna dopkin is a Vice President of T. Rowe Price Group, Inc. Currently she is the project sponsor for several of the Equity Department’s internally developed information technology solutions. Anna joined the firm in 1996. Previously she was a director of Equity Research–North America as well as a member of the Equity Steering Committee and the Proxy Committee. From 2007 through 2014 she was the lead port-folio manager on the Structured Research Strategy. Previ-ously she managed the firm’s Financial Services Fund as

well as the Growth & Income Fund. Upon joining the firm, she was an Equity Analyst predominantly covering financial services company as well as a select number of apparel/retail companies.

Prior to joining T. Rowe Price, Anna worked at Goldman Sachs for seven years in the Mortgage Securities Department in New York and London. She earned a B.S., magna cum laude, from the Wharton School of the University of Pennsylvania. Anna also has earned the Chartered Financial Analyst designation. She presently serves on the Board of Trustees for the Baltimore School for the Arts and the Baltimore Urban Debate League. She is a prior board member of the University of Maryland Baltimore Foundation, The Univer-sity System of Maryland Foundation, and The McDonogh School. She was named among the Best of the Buy Side in 2001 and 2002, according to a survey by Institutional Investor magazine. She has also been voted one of Maryland’s Top 100 Women by The Daily Record.

anouk dey is an investment analyst in the U.S. Equity Divi-sion of T. Rowe Price, focusing on small-cap growth stocks. Prior to joining the firm in 2012, Anouk worked as a sum-mer intern in the investment banking division at Morgan Stanley in New York. She launched and served as deputy ed-itor of OpenCanada.org, the digital publication of Canada’s Council of Foreign Relations, and she is the founder and president of Reclaim Childhood, an organization devoted to offering sports programs to refugee girls in the Middle East. She earned a B.A. in political science from Williams College as an Action Canada fellow and an M.Phil. in international relations from Oxford University as a Donovan-Moody scholar.

vidya Kadiyam is a vice president of T. Rowe Price Group, Inc., and a quantitative analyst in the Quantitative Equity Group. Prior to joining the firm in 2008, Vidya earned a B.S. in economics from the Massachusetts Institute of Technology and a M.Sc. in economics from the University of Chicago. She has also earned the Chartered Financial Analyst designation.

Jennifer o’hara martin is a portfolio specialist in the U.S. Equity Division of T. Rowe Price and is a member of the US Structured Research Equity Strategy portfolio oversight team. Ms. O’Hara Martin is a vice president of T. Rowe Price Group, Inc. Ms. O’Hara Martin has 19 years of investment experience, 10 of which have been at T. Rowe Price. She joined T. Rowe Price in 2005 as an equity research analyst covering food retailing and discount stores and had portfolio management responsibilities in the firm’s US Structured Research Equity Strategy. Prior to joining T. Rowe Price, she was an equity research analyst at Northern Trust, following telecommunications and business services companies. Ms. O’Hara Martin was also employed by Merrill Lynch, where she worked as an investment banking analyst.

Ms. O’Hara Martin earned a B.S. in agricultural economics from the University of Illinois at Urbana-Champaign and an M.B.A. from Northwestern University, Kellogg School of Management. She presently serves on the Board of Trustees of the Baltimore Museum of Art.

alyssa a. Irving is a fixed income portfolio manager on the Financial Reserves Management (FRM) team, responsible for managing US Broad Market portfolios for clients with customized risk and return objectives often related to accounting and/or regulatory constraints, such as insurance clients. Additionally, she manages select constrained structured-finance portfolios. She is also a member of the Short Duration Strategy Group and the Structured Finance Strategy Group. Alyssa is active in Wellington Management Committees and broader industry diversity efforts as a member of the Advisory Board of the Wellington Management Foundation and as a founding member of the Insurance Women’s Investment Network (IWIN).

Prior to joining Wellington Management in 2006, Alyssa was a structured finance portfolio manager at Citigroup Alternative Investments (2005 – 2006). Before that, she was an asset-backed securities (ABS) and non-agency research analyst at Alliance Bernstein (2003 – 2005). She also held a variety of positions at Fitch Ratings, where she rated ABSs and collateral loan obligations (CLOs) (1998 – 2003). Alyssa began her career as a commercial mortgage-backed securities (CMBS) research analyst at Nomura Securities (1996 – 1998).

Alyssa earned her BS in business administration with a con-centration in finance from the University of Vermont (1996).

Emily L. Wilson is a business manager in Fixed Income. Emily focuses on managing the growth of the fixed income business by tackling both strategic and tactical business issues. She facilitates coordination between the various fixed income portfolio management and analyst groups and their interface with Systems, Human Resources, Relation-ship Management, Product Management, Finance, and Investment Administration.

Emily previously worked as a portfolio specialist in Fixed Income Product Management (2008 – 2012), where she worked closely with investment teams to help ensure the integrity of the investment approaches in her coverage. Prior to joining Wellington Management in 2008, she worked at Income Research & Management in both portfolio opera-tions and client service (2006 – 2008). Before that, she worked as a mutual fund account controller at State Street Bank (2005 – 2006).

Emily earned an MS in investment management, with high honors, from Boston University (2009) and a BA in bioethics and women’s studies, magna cum laude, from Bowdoin College (2004). She holds the Certificate in Investment Performance Measurement (CIPM) and Chartered Financial Analyst (CFA) designations and is a member of the CFA Institute and the Boston Security Analysts Society.

Thomas Watson is a director of equity research, North America. Mr. Watson is a vice president of T. Rowe Price Group, Inc. Prior to joining the firm in 2007, Mr. Watson was an equity summer intern for T. Rowe Price, covering semiconductors. Prior to this, he was employed as a strategy analyst for Forrester Research. Mr. Watson has eight years of investment experience, all with T. Rowe Price.

Mr. Watson earned a B.A. in economics and English litera-ture from the University of Virginia and an M.B.A. from the Tuck School of Business at Dartmouth. Mr. Watson also has earned the Chartered Financial Analyst designation.

anastasia Canty is an equity research analyst in Global Equity Portfolio Management on the Global Opportunities Team, Anastasia conducts fundamental analysis on global equity investments, focusing on the consumer discretion-ary, consumer staples, materials, and utilities sectors. Her research supports the investment decision making for a range of portfolios managed for clients of the firm. She works in our Boston office.

Prior to joining Wellington Management in 2006, Anastasia worked as an equity analyst at Evergreen Investment Management Company (2002 – 2006). Before that, she worked as an analyst at Summit International Investments (2000 – 2002) and as an investments associate at Liberty Mutual Group (1998 – 2000).

Anastasia earned her MS in finance from Boston College (Carroll, 1999) and her BS in business administration from Bryant College (1997). She also attended the State Academy of Finance in Moscow (1993 – 1995). Additionally, she holds the Chartered Financial Analyst designation. She is fluent in German and Russian.

alice L. Chen, CFa is an analyst in Fixed Income Research. Alice is responsible for the analysis and recommendations of investment-grade corporate issuers in the transportation (ex airline), aerospace and defense, diversified manufactur-ing, construction machinery, and metals and mining sectors.

Prior to joining Wellington Management full time in 2007, Alice spent her summer as an intern at the firm, research-ing the European chemicals sector. Before attending business school, she was a high-yield investment associate at Putnam Investments (2002 – 2005).

Alice earned her MBA from MIT Sloan School of Management (2007) and her BA in economics from Harvard University (2002). Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

moderator bios

Pamela hegarty, mba ’92 is a Vice President and Global Equity Analyst at Boston Common Asset Management. She has 18 years of experience in equity research and portfolio management, specializing in the technology and energy sectors. Pam previously held positions with State Street Global Advisors, Baring Asset Management and Janus Capital. In addition, she served over two years as Director of Investor Relations for First Solar, an alternative energy company, and had earlier experience working for industrial and technology companies. Pam earned her A.B. from Harvard University and an MBA from Cornell University’s Johnson School. She is a CFA charter holder and a member of the Boston Security Analysts Society. In her free time, Pam enjoys playing ice hockey and has completed eight marathons.

Scott Stewart, Ph.d. ’85 is Chair of the Board of Directors of the Boston Security Analysts Society and Clinical Professor of Finance and Accounting at the Samuel Curtis Johnson Graduate School of Management at Cornell University. Prior to joining Johnson in 2014, Scott was a research associate professor in the Finance Department at Boston University School of Management from 2002 to 2012, and Faculty Director of the Master of Science in Investment Management program. Scott joined Boston University fol-lowing a career in portfolio management running global equity, fixed income and asset allocation money, including 14 years at Fidelity Investments, where he was founder and Equity Group Leader of the $45 billion Structured Invest-ments Group, and earned broad recognition for superior investment performance. He was also Senior Advisor to Equity Research at Fidelity and earlier a portfolio manager at State Street Bank Asset Management Division (now Global Advisors). His research interests include portfolio management techniques, the behavior of institutional investors, equity valuation, management education and the use of technology in finance. He actively speaks at both academic and practitioner conferences, has published articles in The Financial Analysts Journal, Journal of Portfolio Management, and The Financial Review and is coauthor of Running Money: Professional Portfolio Management (2011, McGraw-Hill). Scott actively manages money, consults and teaches courses in investment research and portfolio management. He earned his MBA and Ph.D. in finance at Cornell University, and is a CFA charter holder.

Alice Davison, Capital GroupHilary Albright, Capital GroupMaki Vance, Causeway Capital ManagementFritz Kaegi, Columbia Wanger Asset ManagementMark Burkhard, Eaton Vance ManagementStephannie Workman, Eaton Vance Management Elizabeth Cheverie, Fidelity InvestmentsMaryLiz Lloyd, MFS Investment ManagementStacie Sasaki-Glass, PIMCOChristina Mellinger, Putnam InvestmentsBruce Westgate, State Street Global AdvisorsHeather Davis, TIAA-CREF Asset ManagementMark Johnson, TIAA-CREF Asset ManagementMelissa Harris, Wellington Management Company

Professor Sanjeev bhojraj

Faculty Director of the Parker Center

Professor of Accounting

Professor Sanjeev Bhojraj teaches courses in investing and financial statement

analysis to both MBA and executive MBA students at the Samuel Curtis Johnson

Graduate School of Management at Cornell University. His research interests are

in the area of behavioral finance, discretionary disclosure of information by firms,

and corporate governance mechanisms. His teaching interests encompass applied

portfolio management and financial analysis. Professor Bhojraj received the Apple

Award for Teaching and the Clifford H. Whitcomb Faculty Fellowship, both in 2001,

and the Executive MBA Globe Award for Teaching Excellence in 2003 and 2009. In

addition, he received outstanding faculty recognition in the 2003 edition of Business

Week’s Guide to The Best Business Schools. Professor Bhojraj is a Chartered

Accountant and a Cost Accountant.

Lakshmi bhojraj ’95, mba ’01

Founder, Women in Investing Conference

Breazzano Family Executive Director, Parker Center for Investment Research

Lakshmi Bhojraj joined the Parker Center in June 2003. In her role as Executive

Director, she has oversight of the $3.5 million Cayuga MBA Fund, is responsible

for developing and maintaining corporate relationships for the Parker Center,

advises students with an interest in asset management careers, and runs several

signature events for the Center and Johnson, including the MBA Stock Pitch

Challenge, the Women in Investing (WIN) Conference, which she founded in 2010,

and the Undergraduate Stock Pitch Challenge, which she initiated in 2011. Prior

to assuming her current role, she was an equity analyst at Salomon Smith Barney,

now Citi, where she covered the Life Sciences industry. Lakshmi is a graduate of

Johnson and also obtained her undergraduate degree from Cornell University.

Prior to obtaining her MBA, Lakshmi was an associate in the equity research

department at Deutsche Bank, where she covered the medical devices industry.

Cathy Wetterer

Administrative Assistant

Cathy joined the Parker Center in the fall of 2015 after serving 11 years at the Cornell

Center for Materials Research as an accounts assistant. Prior to this, she served as

a faculty support aide at Johnson for many years. She has served in various adminis-

trative capacities at Cornell University for over 20 years.

Panel ModeratorsPamela Hegarty, MBA ’92Scott Stewart, Ph.D. ’85

Johnson MBAsLeslie Cruz, MBA ’17Anne LeMaster Merrick, MBA ’17Yun Hu, MBA ’17Mandy Pan, MBA ’17

special thanks to...

the parker center for investment research

Johnson StaffBetty CongerSandra PanicciaSarah SharpeCathy Wetterer

OtherJim Pryslak

#CornellWIN15

ThE ParKEr CENTEr For INvESTmENT rESEarCh248 Sage HallIthaca, New York 14853phone: 607-255-7313 email: parker_center-mailbox@cornell.eduweb: www.johnson.cornell.edu/parkercenter/#CornellWIN15

For more information on academic programs at Johnson, please visit www.johnson.cornell.edu.All photos are courtesy of University Photography. Bios are courtesy of the participants.pd 111215 CP 250