Parker Center for Investment ResearchParker Center for Investment researCh

mBa Women In InvestIng

(WIn) ConferenCe

november 16-17, 2017Langham hotel, Boston

Dear all,

Welcome to the 8th annual Women in Investing Conference, organized by Cornell University’s Parker Center for Investment research. this year, we are delighted to welcome student participants from 11 top mBa programs, and representatives from 15 major investment management firms that are sponsoring the event. the conference was founded with the dual objective of educating women in mBa programs 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 investment professionals during the panel sessions.

In a new component of the event this year, qualified students are further given a valuable opportunity to interview with the sponsoring firms on the first day of the conference.

this event would not be possible without the generous support of our sponsors. We are truly grateful for their expertise and time!

sincerely,

Lakshmi Bhojrajfounder, Women in Investing ConferenceBreazzano family executive Director, Parker Center for Investment research

Platinum sponsors

executive sponsors

WIn 2017 student Leader Committeenicole Wu, mBa ’18Claire Wang, mBa ’18 emily Liao, mBa ’18

follow the conversation on twitter, post your images to Instagram or facebook, watch the seen feed at bit.ly/CornellWin17

#CornellWIn17

DDJ CAPITAL MANAGEMENT, LLCSPECIALISTS IN HIGH YIELD AND SPECIAL SITUATIONS INVESTMENTS

Thursday, November 169:00 a.m. – 2:00 p.m. — Interviews for Participating firms, 1 Post office square (attached to the Langham hotel)3:15 p.m. – 5:15 p.m. — WIn round robin speed networking session 1 WILson BaLLroom

table 1: fidelity Investments rotation 1: 3:20 p.m. – 3:35 p.m. table 2: american Century Investments rotation 2: 3:37 p.m. – 3:52 p.m. table 3: DDJ Capital management, LLC rotation 3: 3:56 p.m. – 4:11 p.m. table 4: fidelity International rotation 4: 4:13 p.m. – 4:28 p.m. table 5: Invesco rotation 5: 4:30 p.m. – 4:45 p.m. table 6: Putnam Investments rotation 6: 4:47 p.m. – 5:02 p.m. table 7: t. rowe Price rotation 7: 5:04 p.m. – 5:19 p.m. 5:20 p.m. – 6:30 p.m. — networking reception esPLanaDe room Welcoming remarks: Lakshmi Bhojraj, ’95, mBa ’01, Breazzano family executive Director, Parker Center, Johnson opening remarks: Dave Breazzano, mBa ’80, President and Chief Investment officer, DDJ Capital management, LLC, Johnson advisory Council

6:30 p.m. – 8:30 p.m. — Dinner WILson BaLLroom Welcoming remarks: Lakshmi Bhojraj, ’95, mBa ’01, Breazzano family executive Director, Parker Center, Johnson Keynote: ramona Persaud, Portfolio manager, Fidelity Investments

FrIday, November 177:00 a.m. – 8:15 a.m. — Breakfast WILson BaLLroom

sTocK PITch showcase 8:25 a.m. – 9:48 a.m. Track 1 Chase room team 1: tepper, Carnegie mellon 8:25 a.m. – 8:40 a.m. team 2: Booth, Chicago 8:42 a.m. – 8:57 a.m. team 3: Johnson, Cornell 8:59 a.m. – 9:14 a.m. team 4: London Business school 9:16 a.m. – 9:31 a.m. team 5:Wharton 9:33 a.m. – 9:48 a.m. Judges for Track 1 grant Cambridge, Portfolio manager, Capital group anna Dopkin, vice President, t.rowePrice elizabeth mcguire, Portfolio manager, Putnam alison o’neill, Investment officer, mfs Claire ross, senior Director, tIaa global asset management matt titus, Portfolio manager, Invesco

Track 2 maDIson room team 6: mIt 8:25 a.m. – 8:40 a.m. team 7: Yale 8:42 a.m. – 8:57 a.m. team 8: Darden 8:59 a.m. – 9:14 a.m. team 9: anderson, UCLa 9:16 a.m. – 9:31 a.m. team 10: Columbia 9:33 a.m. – 9:48 a.m. Judges for Track 2 noriko Chen, equity Portfolio manager, Capital group Charlie hebard, managing Director of research, fidelity Investments gunnar overstrom, founder and managing Partner, three Corner global Joanne Pigassou, tIaa global asset management emily scudder, vice President, t.rowe Price tony Wong, global head of Liquidity, Invesco

9:48 a.m. – 10:05 a.m. — Judges’ deliberations and announcement of top two winners in each room.

agenda

Rotations will occur every 15 minutes at the following times.

10:15 a.m. – 11:10 a.m.session 1b Chase roomHow I Generate Investment Ideas Panelists elizabeth Bernstein, Portfolio manager, Invesco ashley Conti-smith, senior research analyst, DDJ Capital Christina kozak, equity Investment analyst, Capital group Beth macLean, executive vice President and Portfolio manager, PImCo gunnar overstrom, founder and managing Partner, three Corner global Jackie Wagner, Portfolio manager, american Century Moderator: John minahan-Independent Consultant

session 1a maDIson roomInvestment Strategy in the Current Economic Environment Panelists marta Bezoari, senior vice President and account manager, PImCo ellen gordon, fixed Income Investment analyst, Capital group mary Phillips, senior Portfolio manager and vice President, Dimensional fund advisors tony Wong, global head of Liquidity, Invesco Moderator: scott stewart, Clinical Professor, Johnson and Chairman of the Board, Boston security analysts society

11:20 a.m. – 12:10 p.m. session 2a Chase roomHow to Interview Management Panelists matt titus, Portfolio manager, Invesco Janet glazer, research analyst, fidelity Investments aparna tanna, equity research analyst, mfs emily killion, senior Investment analyst, american Century kira Connors, analyst, Putnam Barbara Burtin, equity Investment analyst, Capital group Moderator: John minahan-Independent Consultant

session 2b maDIson roomCompany Analysis by Asset Class: Equities, Fixed Income (high yield, distressed, investment grade, etc), Quant Panelists thomas Blakey, senior equities analyst, Invesco kathryn hagy, fixed Income Investment analyst, Capital group vidya kadiyam, vice President, t.rowePrice mary Phillips, senior Portfolio manager and vice President, Dimensional fund advisors Yifan Zhang, senior Quantitative research analyst, Causeway Moderator: scott stewart, Clinical Professor, Johnson and Chairman of the Board, Boston security analysts society

12:15 p.m. – 1:30 p.m. — Capital group Luncheon Panel keynote: WILson BaLLroomwhat it Takes to succeed in an Investment management career Panelists Barbara Burtin, equity Investment analyst, Capital group Lauren Carter, Investment analyst, Capital group noriko Chen, equity Portfolio manager, Capital group karen Choi, fixed Income Investment analyst, Capital group Lee Chu, fixed Income Investment analyst, Capital group

2:00 p.m. – 4:00 p.m. — WIn round robin speed networking session 2 WILson BaLLroom

table 1: Capital group 2:00 p.m. – 2:15 p.m. table 2: the Baupost group, LLC 2:17 p.m. – 2:32 p.m. table 3: Causeway 2:34 p.m. – 2:49 p.m. table 4: Dimensional fund advisors 2:51 p.m. – 3:06 p.m. table 5: tIaa global asset management 3:08 p.m. – 3:23 p.m. table 6: PImCo 3:25 p.m. – 3:40 p.m. table 7: three Corner global 3:42 p.m. – 3:57 p.m.

Rotations will occur every 15 minutes at the following times.

capital Grouphilary albright, talent acquisition ConsultantBarbara Burtin, equity Investment analystgrant Cambridge, equity Portfolio managerLauren Carter, equity Investment analystkaren Choi, fixed Income Investment analystLee Chu, fixed Income Investment analystalice Davison, senior manager, Investment group recruitingellen gordon, fixed Income Investment analystkathryn hagy, fixed Income Investment analystnoriko honda Chen, equity Portfolio managerChristina kozak, equity Investment analyst

Fidelity Investmentsamy Chang, equity research analysttim Cohen, head of global equity researchJanet glazer, research analystCharlie hebard, equity managing Director of researchshilpa mehra, research analystJean Park, Portfolio managerramona Persaud, Portfolio managermelissa reilly, Chief Investment officernicola stafford, research analyst

eXecuTIve sPoNsorsamerican centuryemily killion, senior Investment analystJackie Wagner, Porfolio manager

baupost Jesse Downing, Investment analystBoris glazman, Investment analyst John gwin, Investment analystCyprien sarteau, Investment analyst

causeway capital managementnegin sohrabi, senior research analystYifan Zhang, senior Quantitative research analyst

ddJ capital management, LLcDavid Breazzano, Presidentashley Conti smith, research analystkirsten flaherty, human resources Directorashley guan, research analysterika kennedy, Director, salesJoseph Lind, Portfolio managerroman rjanikov, managing Director, Director of research

dimensional Fund advisorsmary Phillips, vP and senior Portfolio manager

Fidelity InternationalJason Billings, Director of research, australia and Indiavictoria kelly, head trader, emea & americasmelissa otto, Director of research, Japanned salter, head of research, europe, Us and emerging markets

Invescoelizabeth Bernstein, Portfolio managerthomas Blakey, analystmatt titus, Portfolio managerJames tsou, analystkellie veazey, head of syndicate tradingtony Wong, head of global Liquidity Credit research & global Liquidity Business

mFsmolly frew, research analystgenevieve gilroy, research analystmaryelizabeth Lloyd, Investment recruiteralison o’neill, Director of research north americaaparna tanna, research analyst

PImcomarta Bezoari, senior vice President, account managerBeth macLean, executive vice President, Portfolio managerstacie sasaki, vice President, global head of Campus recruiting

Putnam Investmentskira Connors, analyst, fixed Incomesamantha Cotier, hr/recruiting representativeelizabeth mcguire, Portfolio manager, analyst | equitiesChristina mellinger, hr/recruiting manager

T. rowe Priceanna Dopkin, vice Presidentann holcomb, vice Presidentvidya kadiyam, vice President, Quantitative analystJennifer martin, vice President, equity Divisionemily scudder, vice President, equity Division

Three corner Global Investorsgunnar overstrom, founder and managing Partner

TIaa Global asset managementDavid Cochran, head of executive search groupava mao, managing DirectorJoanne Pigassou, senior DirectorClaire ross, senior Director

attendees by firm

DDJ CAPITAL MANAGEMENT, LLCSPECIALISTS IN HIGH YIELD AND SPECIAL SITUATIONS INVESTMENTS

PLaTINum sPoNsors

ana Carolina Duca mIt, Leonard n. sloan school of management 2018Lu Li mIt, Leonard n. sloan school of management 2019winnie (yingyi) Liu mIt, Leonard n. sloan school of management 2019tomoko muraki mIt, Leonard n. sloan school of management 2019mengyuan sun mIt, Leonard n. sloan school of management 2019

hannah Greene University of California-La, anderson school of management 2019rebecca Xiaoyin wang University of California-La, anderson school of management 2019yian yu University of California-La, anderson school of management 2019

caitlyn Grudzinski University of Chicago, Booth school of Business 2019riddhima hinduja University of Chicago, Booth school of Business 2019Wendy Wu University of Chicago, Booth school of Business 2019angela Zhao University of Chicago, Booth school of Business 2019

Xinyu (Freda) duan University of Pennsylvania, the Wharton school 2019christine Feng University of Pennsylvania, the Wharton school 2019Garima malpani University of Pennsylvania, the Wharton school 2019Nickie yue University of Pennsylvania, the Wharton school 2019karen Zhou University of Pennsylvania, the Wharton school 2019

marnie Lanphier University of virginia, Darden school of Business 2019annie madeira University of virginia, Darden school of Business 2019maria melchor University of virginia, Darden school of Business 2019christina viglietta University of virginia, Darden school of Business 2018

raquel begleiter Yale school of management 2019diya sagar Yale school of management 2019clara schmitz Yale school of management 2019martha Xiang Yale school of management 2019

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

Name school mba class

Lina bernal Carnegie mellon University, tepper school of Business 2019Nilvea malavé Torres Carnegie mellon University, tepper school of Business 2019rufeng (emily) Tang Carnegie mellon University, tepper school of Business 2019Jiayi (Kristy) Xu Carnegie mellon University, tepper school of Business 2019

ashley allen Columbia Business school 2019aditi Bhatia Columbia Business school 2019elizabeth gruber Columbia Business school 2019victoria Gu Columbia Business school 2019Jade hu Columbia Business school 2019aleksandrina Ivanova Columbia Business school 2019Zihan Liu Columbia Business school 2019rana Pritanjali Columbia Business school 2019Jenny thapa Columbia Business school 2019Christine Wang Columbia Business school 2019

emily Liao Cornell sC Johnson College of Business 2018caroline Lin Cornell sC Johnson College of Business 2019Nicole Phang Cornell sC Johnson College of Business 2019samantha Platt Cornell sC Johnson College of Business 2019andrea salguero Cornell sC Johnson College of Business 2018Lindsey staley Cornell sC Johnson College of Business 2019Claire Wang Cornell sC Johnson College of Business 2018nicole Wu Cornell sC Johnson College of Business 2018

frances tan Dartmouth University, tuck school of Business 2018

Zara Qureshi London Business school 2019renny shao London Business school 2018bo weng London Business school 2018renee yuen London Business school 2019

2017 mBa Program Participants

BiographiesKeyNoTe sPeaKersdinner Keynote, Thursday, November 16Keynote: ramona Persaud, Portfolio manager, Fidelity Investmentsramona Persaud is a portfolio manager at fidelity management & research Company (fmr Co.), 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, ms. Persaud manages fidelity Dividend growth fund, fidelity advisor Dividend growth fund, fidelity global equity Income fund and fidelity advisor global equity Income fund. additionally, she co-manages the global sub-portfolio of fidelity equity-Income fund, fidelity vIP equity-Income Portfolio, and the equity sleeve of fidelity and fidelity advisor strategic Dividend & Income funds and fidelity advisor multi-asset Income fund.

Prior to assuming her current responsibilities, ms. Persaud held various other roles within fmr Co., including assis-tant portfolio manager of Diversified International fund, based in London. she was also a select Banking portfolio manager and research analyst, select Construction & housing portfolio manager and research analyst, and a research analyst.

Before joining fidelity in 2003, ms. Persaud worked as an analyst at both morgan stanley and goldman sachs. she has been in the finance industry since 1996. ms. Persaud earned her.

Lunch Keynote, Friday, November 17capital GroupPanelists: barbara burtin, Lauren carter, Noriko chen, Karen choi, Lee chu(see bios under Capital group section)

PLaTINum sPoNsors

hilary albright is a talent acquisition consultant at Capital group, where she focuses on global investment group recruiting. she has 3 years of industry experience, all with Capital group. earlier in her career at Capital, hilary worked as a global investment control analyst.

Program, a two-year series of work assignments in vari-ous areas of the organization. Prior to joining Capital, she spent a year in korea on a fulbright scholarship, awarded by the U.s. Department of state. she holds a bachelor’s degree in psychology with honors from Brown University, graduating magna cum laude. Lee is based in Los angeles.

alice davison is a senior manager, talent acquisition, at Capital group, where she focuses on global investment group recruiting. earlier in her career at Capital, alice worked as a human resources manager, as a fund admin-istrator 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.

ellen Gordon is a fixed income investment analyst at Capital group with research responsibility for nonprofit health care providers. she has 27 years of industry expe-rience and has been with Capital group for three years. Prior to joining Capital, ellen led the credit analysis and investor marketing group at J.P. morgan. Before that, she worked at fgIC leading the healthcare group and held several positions at goldman sachs in investment banking and credit risk management. she holds a master’s degree in public administration and health policy from new York University and a bachelor’s degree in business from state University of new York at albany. ellen is based in Los angeles.

Kathryn hagy is a fixed income investment analyst at Capital group with research responsibility for metals & mining. she has six years of investment industry experi-ence and has been with Capital group for one year. Prior to joining Capital, kathryn worked as a fixed income research associate at fidelity Investments. she holds an mBa from the Wharton school of the University of Pennsylvania and a bachelor’s degree in history from Dartmouth College. she also holds the Chartered finan-cial analyst® designation. kathryn is based in London.

Noriko honda chen is an equity portfolio manager at Capital group. she also serves on the Capital group management Committee. she has 26 years of invest-ment experience and has been with Capital group for 18 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

she holds a bachelor’s degree in international relations from the University of southern California. hilary is based in Los angeles.

barbara burtin is an equity investment analyst at Capi-tal group with research responsibility for european and Latin american banks. she has eight 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 ex-periences, 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.

Grant L. cambridge is a portfolio manager at Capital group. he has 24 years of investment experience and has been with Capital group for 20 years. earlier in his career, as an equity investment analyst at Capital, he covered insurance, airlines, air freight, home builders, asset managers and software companies, as well as small- and mid-cap companies. Prior to joining Capital, he worked for Btm Capital, a subsidiary of the Bank of tokyo-mitsubishi in Boston. he holds an mBa from harvard Business school, a master’s degree from suffolk University and a bachelor’s degree from Bentley College. grant is based in Los angeles.

Lauren carter is an investment analyst at Capital group with research responsibility for european building products. she has 10 years of investment industry expe-rience and has been with Capital group for three years. Prior to joining Capital, Lauren worked as a financial analyst at J.P. morgan asset management. she holds a bachelor’s degree in quantitative finance from the University of Colorado. Lauren is based in London.

Karen choi is a fixed income investment analyst at Capital group with research responsibility for utilities and regional banks. she has 18 years of investment experience and has been with Capital group for nine years. Prior to joining Capital, she was a fixed income analyst with allianceBernstein 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.

Lee chu is a fixed income investment analyst for Capital group with research responsibility for municipals, speci-fically the state and local government, higher education and tribal gaming sectors. she has eight years of invest-ment experience, all with Capital group. Lee began her career at Capital as a participant in the associates

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.

christina Kozak is an equity investment analyst at Capital group with research responsibility for european building materials, as well as european small- and mid-cap companies. she has eight years of investment experience and has been with Capital group for two years. Prior to joining Capital, Christina was a private equity associate at new mountain Capital. Before that, she was an analyst in the mergers & acquisitions group at Blackstone. she holds an mBa from harvard Business school graduating with high distinction (Baker scholar) and a bachelor’s degree in government with a minor in germanic languages and literatures from harvard University, graduating magna cum laude. Christina is based in London.

elizabeth cheverie is a Director, Campus talent acqui-sition for fidelity Investments located in Boston. In her role, elizabeth runs the graduate and undergraduate recruiting program for the firm’s asset management division. elizabeth joined fidelity in april 2010.

elizabeth received her B.a. from University of massachu-setts — amherst where she majored in Psychology and her m.s. in organizational Leadership from southern new hampshire University.

Tim cohen is head of global equity research at fidelity management & research Company (fmr Co.), 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, mr. Cohen is responsible for managing fidelity’s global equity research efforts and acts as chief investment officer for fidelity’s select funds. additionally, he has been part of the equity management team within fmr Co.’s equity division since 2013.

Prior to assuming his current responsibilities, mr. Cohen served as chief investment officer for fmr Co.’s interna-tional and emerging markets equity funds and as manag- ing director of research for the high Income division. Pre-viously, he managed various diversified equity portfolios,

Prior to assuming her current responsibilities, ms. reilly 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 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 1993. she has been in the investments industry since 1993.

ms. reilly earned her bachelor of arts degree in economics from Columbia University and her master of business administration degree from the University of Chicago.

Nicola stafford is a portfolio manager at fidelity man-agement & research Company (fmr Co.), the investment 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, ms. stafford manages the consumer discre-tionary sleeves of fidelity Balanced fund, fidelity vIP Balanced fund, and fidelity advisor Balanced fund. additionally, she manages fidelity select retailing Port-folio and co-manages fidelity mid-Cap stock fund.

Prior to assuming her current responsibilities, ms. staf-ford covered U.s. consumer durable retail stocks for fmr Co. and served as a research analyst at fidelity Interna-tional Limited (fIL) in London. During her time in London, she managed a global consumer industries fund and created and co-managed a global demographics fund. she also covered european consumer staples. Before re-locating to London in 2006, ms. stafford covered It ser-vices companies and managed fidelity select It services Portfolio and U.s. consumer discretionary. she has been in the investments industry since joining fidelity in 2001.

ms. stafford earned her bachelor of science degree in mechanical engineering and economics from the massachusetts Institute of technology (mIt).

including fidelity export and multinational fund, fidelity advisor Large Cap fund, fidelity advisor Diversified stock fund, and fidelity growth & Income fund. mr. Cohen also managed various sector portfolios, including select Insurance Portfolio and various telecommunications and utilities select funds. he has been in the investments industry since joining fidelity as a research analyst in 1996.

mr. Cohen earned his bachelor of science degree in business administration from the University of vermont and his master of business administration degree from the Wharton school of the University of Pennsylvania. additionally, he serves on the Board of advisors for the school of Business administration at the University of vermont, and on the Board of trustees for the Buckingham Browne & nichols school in Cambridge, ma.

Janet Glazer is a research analyst at fidelity management & research Company (fmr Co.), 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, ms. glazer is responsible for analyzing and rating stocks and supporting portfolio managers, as well as for the coverage of flow control and multi-industrial companies within the industrials sector. additionally, she manages fidelity select Industrial equipment Portfolio.

Prior to assuming her current responsibilities, ms. glazer worked as a research analyst at Pyramis global advisors, a fidelity Investments Company. In this capacity, she was responsible for equity research coverage of Us and Latin american industrials, including conglomerates, multi-industry, aerospace and defense, machinery, building products, transports, professional services, engineering and construction, transportation logistics, and transpor-tation infrastructure. Previously,

ms. glazer analyzed the global energy sector, researching alternative energy, refining and coal equities. she joined fidelity as a research analyst intern, covering asian technology, at Pyramis in 2010.

Before joining fidelity, ms. glazer was a senior manager at e*traDe financial, where she was in charge of global trading and portfolios.

ms. glazer earned her bachelor of science degree in humanities, with a focus on behavioral economics, from the massachusetts Institute of technology (mIt) and her master of business administration degree from mIt’s sloan school of management. she was also co-president of the sloan Investment management club.

Before joining fidelity full time in 2009, ms. mehra interned at gabelli asset management as a research analyst responsible for analyzing trends in the food in-dustry. Previously, she worked in various startup compa-nies as well as venture capital, where she was primarily responsible for business development and strategy. she has been in the investments industry since 2009.

ms. mehra earned her bachelor of arts degree in finance from new York University and her master of business administration degree in finance and accounting from Columbia University. at Columbia, ms. mehra was se-lected for and completed the value Investing Program. she was also co-president of the Columbia Investment management association.

Jean Park is a portfolio manager at fidelity manage-ment & research Company (fmr Co.), the investment advisor for fidelity’s family of mutual funds. fidelity In-vestments is a leading provider of investment manage-ment, retirement planning, portfolio guidance, broker-age, benefits outsourcing and other financial products and services to more than 20 million individuals, institu-tions and financial intermediaries.

In this role, ms. Park manages fidelity growth strategies fund and fidelity fund. Prior to assuming her current responsibilities, ms. Park managed select Leisure Port-folio and served as an equity research analyst on the Consumer team and on the financials team.

Before joining fidelity in 2006, ms. Park was an associate and an analyst at goldman sachs asset management, and an intern at JP morgan. she has been in the invest-ments industry since 2001.

ms. Park earned her bachelor of arts degree, magna cum laude, in economics from harvard University and her master of business administration degree, with honors, in finance from the Wharton school at the University of Pennsylvania. she is also a Cfa® charterholder and a member of Cfa society Boston.

melissa reilly is chief investment officer at fidelity management & research Company (fmr Co.), 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 acts as chief investment officer for a number of teams, including the Large Cap Core, growth, and Capital appreciation teams. additionally, ms. reilly serves as leader of the equity Capital markets teams.

charlie hebard is a managing director of research at fidelity management & research Company (fmr Co.), the investment advisor for fidelity’s family of mutual funds. fidelity Investments is a leading provider of in-vestment 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, mr. hebard manages the consumer and financials sectors. additionally, he oversees the income/value research team.

Prior to assuming his current responsibilities, mr. hebard was responsible for the cyclicals sector and managed fidelity Blue Chip value fund, vIP value Leaders Portfolio, and fidelity advisor value Leaders fund. he also man-aged various other fidelity funds, including fidelity financials Central fund, select financial services Portfolio, fidelity advisor financial services fund and vIP financial services Portfolio, select Brokerage and Investment management Portfolio, select Insurance Portfolio, select energy service Portfolio, and select Leisure Portfolio.

Previously, mr. hebard was an equity research analyst following the newspaper, printing, gaming, and cruise ship and leisure durable industries.

Before joining fidelity full time in 1999, mr. hebard served as an assistant vice president at Citicorp securities, Inc. he also worked as an associate for Citicorp securities’ high Yield finance group and global media & Communi-cations group. mr. hebard earned his bachelor of arts degree, magna cum laude, in economics from the University of Pennsylvania and his master of business administration degree in finance from the Wharton school of the University of Pennsylvania. he is also a Cfa® charterholder.

shilpa mehra is a research analyst and portfolio manager at fidelity management & research Company (fmr Co.), the investment advisor for fidelity’s family of mutual funds. fidelity Investments is a leading provider of invest-ment 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, ms. mehra is responsible for analyzing and rating stocks, supporting portfolio managers, and for the coverage of payments and processors within the financials sector. additionally, she manages fidelity se-lect Consumer finance Portfolio. Prior to assuming her current responsibilities, ms. mehra covered business ser-vices within the cyclical sector. Previously, she worked as a research analyst intern covering the generic phar-maceuticals industry.

eXecuTIve sPoNsors

emily Killionsenior Investment analystemily provides fundamental equity research and analysis, covering the emerging markets for the non-U.s. small-mid Cap and non-U.s. small Cap strategies. Before joining american Century Investments in 2009, she was a senior client services manager with sands Capital management. Prior to that, emily served as an investment performance associate with Cambridge associates. she has worked in the investment industry since 2003. emily earned bachelor’s degrees in finance and marketing from the University of maryland and a master’s degree in business administra-tion from the Leonard n. stern school of Business at new York University.

Jackie wagner is a portfolio manager for american Century Investments, a premier investment manager headquartered in kansas City, missouri.

Jackie co-manages the U.s. small-mid Cap growth and U.s. small Cap growth strategies. Previously, she was a senior analyst on the strategies. Prior to that, she was an investment project manager. Jackie has also been a financial analyst, providing financial data and supplemen- tal research to the firm’s investment teams. she joined american Century Investments in 2005.

Jackie has a bachelor’s degree and a master’s degree in business administration from the University of missouri-kansas City.

The bauPosT GrouPJesse downing joined Baupost in 2015 and is an investment analyst in the Public Investment group. he is a 2013 grad-uate of harvard College.

boris Glazman joined Baupost in 2013 and is an invest-ment analyst in the Private Investment group. he is a 2011 graduate of the Wharton school at the University of Pennsylvania.

John Gwin joined Baupost in 2015 and is an investment analyst in the Private Investment group. he is a 2012 graduate of georgetown University, Walsh school of foreign service.

cyprien sarteau joined Baupost in 2014 and is an invest- ment analyst in the Public Investment group. he is a 2012 graduate of Yale University.

elizabeth dugganassociate General counselms. Duggan joined the DDJ legal department in 2006. ms. Duggan is responsible for reviewing, structuring and negotiating the terms of investments made by funds and accounts managed by DDJ. she is also a member of the Investment review Committee. Prior to joining DDJ, she was a senior associate in the Leveraged finance group at goodwin Procter, LLP and an associate in the Corporate, securities, and finance group of Pillsbury Winthrop, LLP, in new York.

ms. Duggan has significant experience representing insti-tutions on various domestic and cross-border financing transactions. ms. Duggan received her JD from north-western University school of Law and her Ba from Cornell University. she is a member of the bars of the Common-wealth of massachusetts and the state of new York.

ashley Guan, cFaresearch analystms. guan joined DDJ in 2017 and has more than five years of industry experience. ms. guan provides research sup-port in various industries. Prior to joining DDJ, ms. guan worked at state street global advisors as a research analyst across several asset classes. Prior to her time at state street global advisors, she worked in the convert-ible bond sales & trading teams at standard Chartered Bank and Deutsche Bank in hong kong and in singapore. ms. guan received her mBa from harvard Business school and her Bachelor of Law from fudan University. ms. guan is a Cfa charterholder.

erika L. Kennedydirector, salesms. kennedy most recently joined DDJ in 2017 and has more than 11 years of industry experience. she is respon-sible for business development in various regions of the U.s. she also served as a director at DDJ from 2008-2016. Prior to re-joining DDJ in 2017, ms. kennedy worked as vice President of Institutional sales and Consultant relations at nWQ Investment management Company. Prior to initially joining DDJ in 2008, ms. kennedy was a compliance analyst at fidelity Investments. ms. kennedy received her ma from the University of miami and her Bs from syracuse University.

Joseph w. Lind, cFaPortfolio managermr. Lind joined DDJ in 2006 and has more than 18 years of experience in high yield, distressed and special situa-tions investing. mr. Lind is responsible for the day-to-day portfolio management of DDJ’s U.s. high Yield and Upper tier high Yield strategies. he is a member of both the Investment review and fair value Committees.

Negin sohrabi, cFa is a fundamental senior research analyst at Causeway. she joined the firm in July 2015.

from 2013 to 2015, ms. sohrabi was an equity research analyst at kopernik global Investors, where she covered the consumer staples sector. from 2012 to 2013, she worked as an equity analyst at vinik asset management also covering consumer staples. from 2011 to 2012, ms. sohrabi worked at tradewinds global Investors as a research associate with a focus on transportation, em financials and cement. from 2007 to 2011, she worked at orion Consultants, a management consulting firm in new York, advising senior management at sellside banks in the institutional fixed income space.

Investment experience: 4 Years

education: ms. sohrabi has a Ba, cum laude, in Interna-tional 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, cFa is a quantitative senior research analyst at Causeway. she joined the firm in april 2015. from 2013 to 2015, Dr. Zhang was a research analyst, avP at acadian asset management, where she was responsi-ble for equity alpha research, portfolio construction and analytics. Dr. Zhang has a PhD in applied mathematics from Brown University, a Bs in statistics from nanjing University and is a Cfa charterholder.

ashley a. contisenior research analystms. Conti joined DDJ in 2013 and has more than eight years of industry experience. ms. Conti is presently responsible for investments in the retail and consumer and food industries. Prior to joining DDJ, ms. Conti worked in the investment banking divisions of both moelis & Company and Jefferies & Company where she focused on corporate restructurings and mergers & acquisitions across a variety of industries. ms. Conti also worked at Pro mujer, a non-profit microfinance organization based in Latin america. ms. Conti received her aB from Bowdoin College where she was a sarah and James Bowdoin scholar. she earned her mBa from the tuck school of Business at Dartmouth College where she was named an edward tuck scholar and received the Julia stell award for leadership.

Prior to joining DDJ, mr. Lind was a senior research analyst at Coast asset management responsible for identifying investment opportunities for a special situa-tions hedge fund. Prior to joining Coast asset manage-ment in 2004, mr. Lind was a research analyst at sierra Capital where he focused on investing in unsecured claims in Chapter 11 reorganizations. mr. Lind began his career as a trading assistant at the helios group where he researched and traded bond and equity derivatives. mr. Lind received his Ba from harvard University and is a Cfa charterholder.

roman rjanikovdirector of research, managing directormr. rjanikov joined DDJ in 2007 and has more than 14 years of experience in sourcing, analyzing, and managing investments across a variety of industries. mr. rjanikov serves as Director of research and is presently responsible for investments in the technology and telecom industries. he is also a member of the Investment review Committee.

Prior to joining DDJ, mr. rjanikov was an equity research analyst at mfs Investment management since 2003. While at mfs, mr. rjanikov covered a variety of industries with a focus on equities of public Us companies. from 1995 to 2001, mr. rjanikov was a senior financial analyst at hewlett-Packard Company in the Us, switzerland and russia. mr. rjanikov earned his mBa (with Distinction) from harvard Business school and m. sc. from Plekhanov russian University of economics.

mary Phillips is a senior portfolio manager, vice presi-dent, and a member of the Investment Committee and Investment research Committee at Dimensional. she leads a team of investment professionals who manage developed ex Us large cap equity portfolios. she also represents Dimensional and the firm’s portfolios in meet-ings with current and prospective clients.

Before coming to Dimensional in 2012, mary worked as a portfolio manager at russell Investments, where she designed and implemented synthetic indexing strategies for public and private pensions.

mary earned an mBa with concentrations in analytic finance, statistics and econometrics, and managerial and organizational behavior from the University of Chicago. she also holds the Cfa designation and com-pleted a Ba in business administration at the University of Puget sound. mary is series 7 and 66 licensed.

DDJ CAPITAL MANAGEMENT, LLCSPECIALISTS IN HIGH YIELD AND SPECIAL SITUATIONS INVESTMENTS

Jason billingsdirector of research — asia Pacific ex JapanJason Billings serves as Director of research at fidelity International, where he has worked since 2010. after living in hong kong for around 20 years, he is currently based in sydney, australia, and is responsible for asia ex Japan recruitment and admin, plus the coaching of the australian and Indian research teams. Prior to joining fidelity International, Jason served, among other posts, as Chief operating officer at Isometric Investment ad-visors in hong kong, as executive Director of telecoms research at goldman sachs in sydney and hong kong, and held various roles at UBs in hong kong, Bangkok, and sydney. Jason earned a Bachelor degree in Law and a Bachelor degree in economics with accounting from sydney University. he holds a CPa certification from australia.

melissa otto, Cfa is director of research for fidelity International. Based in tokyo, melissa is the head of fidelity’s Japan equity research group. she leads all aspects of Japanese investment research and the team of analysts. In addition, she sits on the global Industrials and global Property sector teams, and leads Project Jupiter, the firm’s innovation collaboration with the technology and investment teams in China, Japan, India and the Uk.

melissa has been conducting research in Japan since 1995 and has been an active equities investor in Pan-asia since 2000. Prior to joining fidelity last fall, melissa was Direc-tor- active equities at tIaa based in new York City, where she managed a portfolio of Japanese equities and led Women of asset management (Wam).

melissa serves on the board of fidelity4everyone (f4e) and appears regularly in the financial media.

Ned salterhead of research europened joined fidelity in 2014 as a director of research. In this role, he was responsible for managing the emerging markets team (all sectors), the London-based shorting team and the european natural resources & Utilities team. ned also led equity research intern and undergraduate recruitment. he was promoted to head of research europe in December 2016, and is now responsible for all equity-related research activities in London.

Prior to joining fidelity, ned had been with Putnam In-vestments, whom he joined in 2001, as an equity analyst covering the global automotive & capital goods industries. since 2009, he also co-managed the Putnam global

mr. titus earned a bachelor’s degree in accounting and economics from Luther College in Decorah, lowa, and an mBa from ohio state University. he is a Chartered financial analyst® (Cfa) charterholder.

James Tsou is an equities analyst with the Invesco Inter- national and global growth team, focusing on large- and mid-cap Us equities.

mr. tsou joined Invesco in his current role in 2014. he previously served as an associate research analyst for artisan Partners in san francisco. mr. tsou entered the finance industry in 2005 as an investment banking analyst for Jefferies & Company in houston.

mr. tsou graduated cum laude from the University of texas at austin with a BBa in finance. he is a Chartered financial analyst® (Cfa) charterholder.

Kellie veazeyhead of syndicate Tradingms. veazey joined Invesco in 1995 as an equities trader. In 1999, she moved to the Us value equities team as an analyst and was promoted to portfolio manager in 2002. she assumed her current role in 2004.

ms. veazey earned a BBa in finance and an mBa with an emphasis in finance from texas tech University. she is a Cfa charterholder and a member of the houston society of financial analysts.

Tony wonghead of Global credit research and head of Global Liquiditytony Wong is head of global Credit research for Invesco fixed Income. he is responsible for providing management oversight of Invesco fixed Income’s global credit research organization. mr. Wong directs the credit research process and investment management-related support activities across Invesco fixed Income’s liquidity management, stable value, municipals and broad fixed income businesses, encompassing public investment grade, high yield, and emerging markets.

additionally, mr. Wong is head of global Liquidity for Invesco fixed Income. he is responsible for the investment management and business development of our global liquidity business, which includes a broad range of money market and short duration capabilities.

at the corporate level, mr. Wong provides oversight and risk management support for various counterparty credit risk related activities. he is a member of Invesco Ltd.’s Corporate risk management Committee as well as the Invesco atlanta management Council. externally, mr. Wong is actively involved with regulatory affairs, serving in various advisory roles with the Investment Company Institute.

Industrials fund. throughout his career at Putnam, ned managed analysts and associates on a global basis – hav-ing been based in Boston, London and singapore.

ned has an aB in economics from kenyon College and an mBa from harvard Business school.

elizabeth bernstein is a Portfolio manager with the mid- Cap growth team.

Prior to joining Invesco in 2012, ms. Bernstein was with allianz global Investors Capital as an equities analyst covering the global health care and consumer sectors. Before that, she was with Banc of america securities as an analyst covering pharmaceuticals. she also worked as an analyst with Wachovia securities and morningstar, Inc., covering biotechnology and pharmaceuticals, re-spectively. she entered the industry in 1997 as a manage-ment associate with metLife, Inc.

ms. Bernstein earned an mBa from the University of michigan — ross school of Business, with an emphasis in strategy and finance. she also earned a Ba degree in history, cum laude, from the University of Pennsylvania. she holds the series 7, 63, 86 and 87 registrations.

Tom blakey is a senior equities analyst for Invesco fund- amental equities, focused on small- and mid-cap growth equity research covering the information technology sector.

mr. Blakey entered the financial industry in 1994. Prior to joining Invesco in 2014, he was an analyst at fidelity Investments, essex Investment management, Baring as-set management (now mass mutual) and gerard klauer mattison (now Bmo Capital markets). he was also an associate at state street Capital markets.

mr. Blakey earned his bachelor’s of business degree at the University of massachusetts, amherst, and his mBa at Boston University. he is a Chartered financial analyst® (Cfa) charterholder.

matthew Titus is a Portfolio manager for the Invesco large-cap relative value strategies. mr. titus began his career in the financial industry in 2002 and joined Invesco in 2016.

Previously, he was with american Century Investments, where he helped manage the firm’s relative value fund since 2004 and was lead manager since January 2015. Before joining american Century in 2004, he was an eq-uity research analyst for Banc one Investment advisors, where he provided coverage for small-cap, mid-cap and large-cap value portfolios and teams.

mr. Wong joined Invesco in 1996 as a fixed income analyst focusing on the analysis of corporations and financial institutions. Prior to joining Invesco, mr. Wong was in corporate finance as a business analyst with healthcare realty trust. mr. Wong earned a Ba degree in history and a BBa from southern methodist University in Dallas. he also earned an mBa from University of st. thomas in houston.

molly Frew is an equity research analyst at mfs Invest-ment management (mfs). In her role, she is responsible for identifying the most attractive investment opportuni-ties 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 a master of Business administration degree from the University of Pennsylvania.

Genevieve Gilroy is an equity research analyst at mfs Investment management (mfs). she is responsible for identifying the most attractive investment opportunities in her assigned universe.

Prior to joining mfs in 2011 as an equity research associ-ate, genevieve’s previous experience included internships at Cassidy & associates and with senator frank Lautenberg doing constituent services, as well as working as a junior equity analyst at Coburn & meredith in 2010.

genevieve earned a Bachelor of science degree in busi-ness administration with honors and a Bachelor of arts degree in political science from Boston University.

alison o’Neill is an investment officer, director of research for north america and equity research analyst at mfs Investment management (mfs). Before joining the firm in 2005, alison spent three years as an invest-ment associate in large-cap global equity research for Putnam Investments. she was named director of research for north america in 2016.

alison earned a Bachelor of arts degree, cum laude, from harvard University and an mBa from the massachusetts Institute of technology.

our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. the team employs a proprietary investment process to build better insights for our clients. the core principles of our approach are integrated research, global collabo-ration and active risk management.

aparna Tanna is an equity research analyst at mfs Investment management® (mfs®). she is a member of the firm’s global sector capital goods and financials research teams. she is responsible for identifying the most attractive investment opportunities in her assigned universe. Based in Boston, she invests in various analyst funds and works closely with portfolio managers to ensure investment ideas are properly positioned within mfs portfolios.

aparna joined mfs in 2012. she previously spent four years at goldman sachs — two years as an investment banking analyst, two years as an analyst in the principal investment area and a term in the firm’s executive office as an analyst on the investor relations team.

aparna earned a bachelor’s degree from the University of Western ontario and a master of Business administration degree from harvard Business school.

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. In 2016, ms. Bezoari received the “rising star award” from the Women’s Bond Club of new York. she is also a member of the board of directors of mercado global. she has 10 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.

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 investments at nomura Corporate research and asset management. 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 28 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.

recommendations. she joined Putnam in 2012 and has been in the investment industry since 1999. emily holds a B.a. in mathematics from Williams College.

Gunnar s. overstrom is the founder and managing Partner of three Corner global Investors (“tCg”), a new York-based, seC-registered investment manage-ment firm. Prior to founding tCg, mr. overstrom was a Partner at maverick Capital, a top-ranked, global hedge fund. at maverick he oversaw investments in financial services, business services and real estate companies globally and was a member of the firm’s advisory Committee.

Before joining maverick, he was a senior member of morgan stanley’s financial Institutions investment bank-ing practice. In addition to his advisory responsibilities, mr. overstrom worked with morgan stanley’s executive management team in establishing and analyzing stra-tegic direction for the firm itself. he started his career at Citicorp where he completed the firm’s credit training program and worked in strategic planning and real estate finance.

mr. overstrom earned an m.B.a. from Cornell’s Johnson graduate school of management where he has served as an advisory Council member. at Cornell, he was awarded both the Wall street Journal award in recogni-tion of outstanding achievement in finance and the a. Donald kelso award given to individuals who have con-tributed significantly to the achievement of the school. mr. overstrom received a B.a. in political science from hobart College.

david cochranGlobal head of executive search Nuveen-TIaa Global asset managementDavid brings a career that has spanned more than 20 years in financial services to nuveen. over the last fifteen years, he has advised client companies as an executive search consultant with a primary focus on the investment management industry. he joined parent company tIaa in 2014 and currently runs executive level recruiting and international talent acquisition for the $1 trillion investment manager. as the head of executive search, David focuses his attention on senior level talent issues across the nuveen enterprise. David started his recruiting career in spencer stuart’s asset management practice and was later recruited away to join a retained executive search boutique with an exclusive concentration on serving investment man-agement companies. With a particular focus on front

ms. macLean is both a board member and Investment advisory Committee member for the PImCo foundation, as well as a board member for Illumination foundation, an organization focused on breaking the cycle of home-lessness in orange County. she serves on the leadership council for PImCo Women, an effort that seeks to attract, retain, develop and engage women at the firm.

stacie sasaki is a vice president in the newport Beach office and global head of campus recruiting. Prior to joining PImCo in 2010, she was a vice president in campus recruiting at Barclays Capital, focusing on investment banking, sales, trading and research at the undergraduate, mBa and Ph.D. levels. Prior to that, ms. sasaki managed West Coast campus recruiting at UBs Investment Bank. she serves on a variety of corporate, employer and career services advisory boards, including the forte foundation and the Wharton school. she has 16 years of campus recruiting experience in financial services and holds an undergraduate degree from the University of California, san Diego.

Kira r. connors, cFa is an analyst in the Corporate Credit research group, covering the consumer products, retail, and food and beverage sectors. she is responsible for conducting fundamental analysis and valuation of the companies in these industries, 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

elizabeth c. mcGuire is a Portfolio manager of Putnam Capital opportunities fund and an analyst in the equity research group, focusing on the materials and industrials sectors. she is responsible for conducting fundamental analysis and valuation of global paper and packaging companies and U.s. small and midsize industrial firms, and for making buy/sell recommendations. ms. mcguire 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 full-time in 2015. her prior experi-ence includes working as a consultant at Clarion health-care, LLC from 2010 to 2013. ms. mcguire has her mBa from the Wharton school and her B.a. in economics and Biology from Williams College

emily shanks is a Portfolio manager in the fixed Income group at Putnam Investments, specializing in investment- grade strategies. she is a Portfolio manager of Putnam Income fund and Putnam short Duration Income fund, as well as a variety of institutional mandates. Previously at Putnam, ms. shanks was an analyst in the Credit research group, conducting fundamental analysis of high-yield and investment-grade corporate-bond issuers in the retail and services sector, and making buy/sell

office investment and distribution functions, David took his expertise to a London-based recruitment boutique focused on alternative asset managers and became a senior leader in the firm’s new York office. David’s clients have ranged from boutique alternative asset managers to large global investment institutions such as morgan stanley and the abu Dhabi Investment authority through to principal investors like endowments and foundations and large fund of hedge funds. outside of his search career, David has spent time in the investment markets as a fixed income research analyst and senior level consultant. he lives in Connecticut with his wife and two children and is involved in several com-munity engagements including local youth athletic and church organizations. educationDavid received a Ba in Psychology from Yale University where he was a member of the men’s varsity Ice hockey and varsity Lacrosse teams.

ava mao is a managing Director at nuveen – tIaa Invest-ments. miss mao is the lead portfolio manager and the investment-grade corporate sector portfolio manager for all tC Life portfolios. In addition, she is the lead port-folio manager and the investment-grade corporate sector portfolio manager for all stable value initiatives including the tIaa stable value annuity and all third-party stable value portfolios. Previously, ms. mao held various positions in research, trading, and portfolio management in privates and public fixed income since joining the organization. ms. mao joined the tIaa orga-nization in 1989.

ms. mao has 28 years of investment experience in ad-dition to working at ge as a financial management associate.

ms. mao holds a B.a. in economics from Cornell Univer-sity, an m.B.a. in finance from new York University’s stern school of Business, and completed the ge financial management training Program in stamford, Ct.

claire ross is a senior Director covering the U.s consumer staples sector for tIaa Investments. she has over 15 years of consumer staples investing experience.

as tIaa Investments Us consumer analyst, ms. ross is responsible for analyzing and investing in the U.s. consumer space.

Prior to joining tIaa Investments, ms. ross spent three years at surveyor Capital, a division of the Citadel group focused on the consumer staples sector. Prior to surveyor, she was at Bank of america on the proprietary trading desk and amber Capital an event focused hedge fund in nYC. Before her work on the buy side, ms. ross spent 5

years at goldman sachs in the equity research depart-ment both in London and new York City.

ms. ross holds an mBa in finance from the Wharton school at the University of Pennsylvania, and has B.a from harvard University.

anna dopkin is a vice president of t. rowe Price group, Inc., and t. rowe Price associates, Inc. she has 28 years of investment experience, 21 of which have been with t. rowe Price. she joined the firm in 1996 as an equity research analyst following financial services stocks. Currently, she is the project sponsor for several of the equity Division’s technology initiatives. 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 2000–2014, anna managed several key domestic portfolios for t. rowe Price, including the financial services fund and the growth & Income fund. she also was the lead portfolio manager on the U.s. structured research strategy from 2007–2014. Prior to joining t. rowe Price, anna worked at goldman sachs for seven years in the mortgage securities Department in new York and London.

anna earned a B.s., magna cum laude, from the Wharton school, University of Pennsylvania. she presently serves on the Board of trustees of the Baltimore Urban Debate League and the Baltimore school for the arts. she is a prior Board member of the University of maryland Baltimore foundation, the University system of maryland foundation, and the mcDonogh school. anna was named among the Best of the Buy side in 2001 and 2002, accord-ing to a survey by Institutional Investor magazine. she has also been voted one of maryland’s top 100 Women by the Daily record.

ann holcomb is a vice president of t. rowe Price group, Inc., and a portfolio manager in the U.s. equity Division. ann is cochair of the Investment advisory Committee of the U.s. structured research fund. she is also the portfolio manager of the european structured research fund. ann joined the firm in 1996. Prior to her current position, she was an investment data analyst and data-base programmer in the Quantitative equity group. ann earned a B.a. in mathematics from goucher College and an m.s. in finance from Loyola University maryland. she also has earned the Chartered financial analyst designation.

vidya Kadiyam, cFavice Presidentvidya Kadiyam is a vice president of t. rowe Price group, Inc., and a quantitative analyst in the Quantitative equity group. she is a vice president and Investment advisory Committee member of the Qm U.s. small-Cap growth equity, Qm U.s. value equity, Qm U.s. small & mid-Cap Core equity, and Qm global equity funds. Prior to joining the firm in 2008, vidya earned a B.s. in economics from the massachusetts Institute of technology and an m.sc. in economics from the University of Chicago. she has also earned the Chartered financial analyst designation.

Jennifer o’hara martin is a vice president of t. rowe Price group, Inc., and t. rowe Price associates, Inc., and a portfolio specialist in the U.s. equity Division. Jennifer is a member of the Us structured research equity strategy portfolio oversight team, the Investment advisory Com-mittee of the Capital opportunity fund, and the global technology strategy team. she joined the firm as a research analyst in 2005 and has 21 years of investment experience. as an analyst, Jennifer covered food retailing and discount stores and had portfolio management responsibilities in the firm’s Us structured research equity strategy. Prior to this, she was a research analyst at northern trust, following telecommunications and business services companies. Jennifer was also employed by merrill Lynch, where she worked as an investment banking analyst. she earned a B.s. in agricultural econo-mics from the University of Illinois at Urbana-Champaign and an m.B.a. from northwestern University, kellogg school of management. Jennifer presently serves on the Board of trustees of the Baltimore museum of art.

emily scudder is a vice president of t. rowe Price asso- ciates, Inc. she is an investment analyst in the U.s. equity Division, covering hardware companies within the technology sector. Prior to joining t. rowe Price in 2015, emily worked as an equity intern at Invesco in houston. Previously, she was an investment associate at Bmo Capital markets in san francisco, covering semiconduc- tors. emily earned a bachelor of arts in business economics and a bachelor of science in financial mathematics and statistics at the University of California-santa Barbara. she earned an m.B.a. from the Wharton school, University of Pennsylvania. emily has also earned the Chartered financial analyst designation and is a certified public accountant.

Debbbie Bloss, american Century Investmentstricia feuerborn, american Century InvestmentsJillian W. Brown, Baupost group, LLCalice Davison, Capital grouphilary albright, Capital groupJaime kaufold rochon, Causeway Capital managementmaki vance, Causeway Capital management LLCkirsten flaherty, DDJ Capital management, LLCChristi Cocilo, Dimensional fund advisorsmelissa otto, fidelity Internationalelizabeth Cheverie, fidelity Investmentsapril Bass, Invescomaryelizabeth Lloyd, mfs Investment managementstacie sasaki, PImCoChristina mellinger, Putnam Investmentsana Pope, three Corner globalheather Davis, tIaa global asset managementanne gary, t. rowe Price

Panel ModeratorJohn minahan, Independent Consultant

Johnson MBAsemily Liao, mBa ’18Caroline Lin, mBa ’19nicole Phang, mBa ’19samantha Platt, mBa ’19andrea salguero Cruz, mBa ’18Lindsey staley, mBa ’19Claire Wang, mBa ’18nicole Wu, mBa ’18

Johnson Staffsusan huCathy Wetterer

OtherJim Pryslak

special thanks to...

#CornellWIn17

Lakshmi bhojraj ’95, mba ’01Breazzano 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 over-sight of the $1 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 and Undergraduate stock Pitch Challenges and the mBa and Undergraduate Women in Investing (WIn) Conferences. 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 undergrad-uate degree from Cornell University. Before obtaining her mBa, Lakshmi was an associate in the equity research department at Deutsche Bank, where she covered the medical devices industry.

scott d. stewart, Phd, cFaBoston, Massachusetts and Ithaca, New Yorkscott D. stewart is a clinical professor of finance and accounting at the samuel Curtis Johnson graduate school of management, Cornell University. he is also faculty director of Cornell’s Parker Center for Investment research.

Between 2002 and 2012, he was a research associate professor at Boston University’s school of manage-ment and the faculty director of the school’s graduate program in investment management. Prior to his academic career, Dr. stewart was a portfolio manager of global long and long-short equity, fixed- income, and asset allocation strategies. his investment career included 14 years at fidelity Investments, where he was founder and equity group leader of the $45 billion structured Investments group. Dr. stewart was also senior adviser to equity research at fidelity and a portfolio manager at state street Bank asset management Division (now state street global advisors).

his research interests include investments, the behavior of institutional investors and management education. he is a board member of the Boston security analysts society, associate editor of the Journal of risk finance, coauthor of running money: Professional Portfolio management and author of manager selection. he earned an mBa and a PhD in finance at Cornell University.

susan hu Program Coordinatorsusan earned her bachelor’s degree from Wellesley College in Wellesley, massachusetts, and obtained a master’s degree in architecture design from tsinghua University in China. she most recently worked as a project coordinator in the realm of retail design management. aside from her design back-ground, she has experience working with students and seeks opportunities to promote the interests of women in the professional world. susan recently moved to Ithaca with her husband, who is enrolled as a dual degree mBa/mha student at Cornell. she is a native of new York City and lived in Beijing, China for nine years after graduating from college.

cathy wettererAdministrative AssistantCathy 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 administrative capacities at Cornell University for over 20 years.

the Parker Center for Investment research

Parker Center for Investment researCh235 sage hallIthaca, new York 14853phone: 607-255-7313 email: parker_center-mailbox@cornell.eduweb: www.johnson.cornell.edu/parkercenter/#CornellWIn16

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 11/12/17 cp 250