Alaina Anderson is a global research analyst covering real-estate stocks at William Blair. Before joining William Blair in 2006, Anderson was a senior analyst in the investments department of the MacArthur Foundation. Her responsibilities included providing research support for internally managed portfolios, conducting investment manager due diligence, and selecting and monitoring the foundation’s U.S., non-U.S., and hedge-fund portfolios. Before working at the MacArthur Foundation, Anderson served as an investor relations consultant with Ashton Partners and a financial advisor with UBS Painewebber. She is a trustee of Lawrence Hall Youth Services and a member of the CFA Society of Chicago. Anderson received a bachelor’s degree from The Wharton School at the University of Pennsylvania and a master’s degree in business administration from the University of Chicago’s Booth School of Business.
Michael Balkin is a portfolio manager on William Blair’s Small Cap Growth team. He rejoined William Blair in 2008 after three years as a portfolio manager and chief investment officer of Magnetar Investment Management. He originally joined the William Blair Small Cap Growth team as a portfolio manager in late 1999. Before that, he worked in William Blair’s sell-side institutional research sales group, specializing in small-cap growth companies. Balkin originally joined the firm in 1990. He received a bachelor’s degree from Northwestern University.
H. Perry Boyle is the president and chief investment officer at Stamford Harbor Capital. Previously, he was head of discretionary investing and a managing director at Point72 Asset Management. He joined SAC Capital Advisors as director of research in 2004. Before that, Boyle was co-head of research at Thomas Weisel Partners, LLC, where he was a founding partner. Previously, he was with Alex. Brown & Sons as a senior analyst covering transportation and business services companies. He has also worked as a consultant with Booz Allen Hamilton and as an investment banker with Salomon Brothers Inc. Boyle received a master’s degree in business administration from the Amos Tuck School of Business at Dartmouth College and a bachelor’s degree in economics from Stanford University. He is a past director of the Connecticut Hedge Fund Association and has guest lectured at several business schools, including the Yale School of Management and Dartmouth College’s Tuck School of Business, where he was the founding donor of the Tuck hedge fund program.
Karl Brewer has been a portfolio manager on William Blair’s Small Cap Growth team since 1999 and Small-Mid Cap Growth team since 2002 and a portfolio advisor on the Global Small Cap Growth team since 2013. He joined William Blair in 1996, serving as a research analyst for three years. Before that, he was in the mergers-and-acquisitions and corporate-finance departments at Lehman Brothers Inc. for six years. He received a bachelor’s degree from Washington and Lee University and a master’s degree in business administration from Northwestern University’s Kellogg School of Management.
Connor Browne joined Thornburg Investment Management in 2001. He worked on the firm’s growth portfolios before being named managing director and portfolio manager of the Thornburg Value Fund and U.S. Equity strategy in 2006. He has been a portfolio manager of the Thornburg Partners Fund, LP, an opportunistic long-short equity hedge fund, since inception in 2008. Browne graduated cum laude from Princeton University with a bachelor’s degree in economics and a certificate in finance. He is a CFA charterholder.
Ryan Burgess is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price International Funds, Inc., and an investment analyst in the U.S. equity division, where he follows chemical companies and midsize to large utility companies. He is also a vice president and investment advisory committee member of the Value, New Era, Capital Appreciation, Capital Opportunity, Growth and Income, Mid-Cap Value, and Blue Chip Growth Funds. Burgess joined T. Rowe Price in 2007 after serving as a summer intern in 2006, covering trucks and machinery. Before this, he was a vice president and senior portfolio manager with Evergreen Private Asset Management. He earned a bachelor’s degree in finance, magna cum laude, from the University of Alabama, and a master’s degree in business administration from the University of North Carolina’s Kenan-Flagler Business School. Burgess has earned the CFA designation.
Richard L. Chilton, Jr. is the founder, chairman, CEO, and chief investment officer of Chilton Investment Company. Since founding Chilton Investment Company in 1992, Chilton has built a team of investment professionals focused on building wealth in favorable markets and preserving capital in declining markets. Under his leadership, Chilton Investment Company has developed a commitment to value-oriented, fundamental research and disciplined portfolio management and has grown into a multi-product platform, including the Flagship fund managed by Chilton, as well as European Equities, Small Cap Equities, and Global Natural Resources. Since Chilton Investment Company’s founding in 1992, Chilton has generated a 14.2% compound return after all fees and expenses for his flagship investment partnership. In addition, he is the founder, chairman, and chief investment officer of Chilton Trust Company, which in April 2012 was the first company in eight years to be awarded a trust charter in Florida.
Before forming Chilton Investment Company, Chilton was a managing director of Allen Value Incorporated and a vice president and equity portfolio manager at Alliance Capital Management Corporation. Chilton began his career in the mergers-and-acquisitions group at Merrill Lynch & Co. Inc.
Chilton is a vice chairman of The Metropolitan Museum of Art, a trustee of the Classical American Homes Preservation Trust, and a trustee emeritus of the Robin Hood Foundation, all located in New York. He is also chairman emeritus of Greenwich Academy, a day school for girls located in Greenwich, Connecticut, and founder and chairman emeritus of The Darien Foundation for Technology & Community, which focuses on, and provides grants for, technology initiatives in schools, libraries, and educational centers. Chilton is a former trustee of The Henry Francis du Pont Winterthur Museum and The Boys’ Club of New York, and from 1994 to 2002 he was a trustee and chairman of the investment committee for Historic Hudson Valley, a foundation focusing on historic preservation in the Hudson River valley.
Chilton received a bachelor’s degree in finance and economics from Alfred University.
Josh Clark is the founder of hedge fund Southpoint Capital. Established in 2004, Southpoint is a value oriented long-short equity fund based in New York City. Before starting Southpoint, Clark worked as an analyst at Greenlight Capital, founded a specialty vending company, and worked as an auditor at Price Waterhouse. He received a bachelor’s degree in business administration and a master’s degree in accounting from the University of North Carolina at Chapel Hill in 1995, and a master’s degree in business administration with distinction from Harvard Business School in 2002. Clark is originally from Mississippi and currently resides in New York City.
Stephen Yacktman is chief investment officer, partner, and portfolio manager of Yacktman Asset Management. He joined Yacktman Asset Management in 1993 as an analyst and has been co-manager for AMG Yacktman Focused Fund and AMG Yacktman Fund since 2002.
In 2006 he was named co-chief investment officer and senior vice president of Yacktman Asset Management. Yacktman was a finalist for Morningstar’s Domestic Stock Manager of the Year award in 2011.
He graduated from Brigham Young University with an economics degree and M.B.A. He is a member of Yacktman Asset Management’s management committee.
John Emerson is a U.S. equity analyst at Columbia Wanger Asset
Management, LLC. Emerson joined Columbia Wanger in 2003. He
covers media and technology software. Before joining Columbia
Wanger, he was an equity research analyst for Spin-Off Advisors. His
experience also includes employment at Edward Jones as a senior
accountant and PricewaterhouseCoopers as a senior associate.
Emerson, a CFA charterholder and CPA, earned a B.S. from the
University of Missouri and an M.B.A. from the University of Chicago
Booth School of Business.