Judges

Presentations are judged by a panel of highly regarded professionals in the investment management field – hedge fund managers, institutional portfolio managers, and research analysts.

Judges of the 2016 Alpha Challenge

Alaina Anderson

Partner

William Blair

Alaina Anderson

Partner

William Blair

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

Partner, Portfolio Manager

William Blair

Michael Balkin

Partner, Portfolio Manager

William Blair

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, Jr.

President and Chief Investment Officer

Stamford Harbor Capital

H. Perry Boyle, Jr.

President and Chief Investment Officer

Stamford Harbor Capital

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 W. Brewer

Partner, Portfolio Manager

William Blair

Karl W. Brewer

Partner, Portfolio Manager

William Blair

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 R. Browne

Managing Director, Portfolio Manager

Thornburg Investment Management

Connor R. Browne

Managing Director, Portfolio Manager

Thornburg Investment 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

Vice President, Investment Analyst

T. Rowe Price

Ryan Burgess

Vice President, Investment Analyst

T. Rowe Price

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

Chairman, CEO, CIO

Chilton Investment Company

Richard L. Chilton, Jr

Chairman, CEO, CIO

Chilton Investment Company

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

Managing Partner, Co-Portfolio Manager

Southpoint Capital

Josh Clark

Managing Partner, Co-Portfolio Manager

Southpoint Capital

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

Partner, CIO, Portfolio Mgr

Yacktman Asset Mgt

Stephen Yacktman

Partner, CIO, Portfolio Mgr

Yacktman Asset Mgt

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

U.S. Equity Analyst

Columbia Wanger Asset Mgt

John Emerson

U.S. Equity Analyst

Columbia Wanger Asset Mgt

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.

Dan Crowe

Partner, Portfolio Manager

William Blair

Dan Crowe

Partner, Portfolio Manager

William Blair

Dan Crowe is a portfolio manager on William Blair’s Mid Cap Growth and SMID Growth strategies. Crowe had previously served as an associate portfolio manager on the firm’s Mid Cap Growth strategy and before that as an associate portfolio manager on its Small Cap Growth strategy and a research analyst. His research focus was on the U.S. small-cap space across all sectors. Crowe joined William Blair as a generalist research analyst in May 2011. Before joining William Blair, he was a midcap portfolio manager at Pyramis Global Advisors, and before that a portfolio manager and analyst at The Boston Company/Founders Asset Management. He began his career as a generalist analyst at Marsico Capital Management. Crowe is a member of the CFA Institute and the CFA Society of Chicago. He received a bachelor’s degree in mechanical engineering from the University of Illinois at Urbana-Champaign.

Andrew Davis

Vice President, Associate Director of Equity Research

T. Rowe Price

Andrew Davis

Vice President, Associate Director of Equity Research

T. Rowe Price

Andrew Davis is an investment analyst in the U.S. equity division, covering airlines, railroad, and trucking companies, and is a vice president of T. Rowe Price Associates, Inc. and T. Rowe Price Group,
Inc. He is a vice president and investment advisory committee member of the Mid-Cap Value, Small-Cap Stock, Value, Growth & Income, and Growth Stock Funds and the Tax-Efficient Equity Funds, Inc. He is
also a vice president of T. Rowe Price International Funds, Inc. Before joining the firm in 2010, Davis was a manager in the business valuation group at Deloitte Financial Advisory Services. He earned a bachelor’s degree in business administration with a concentration in finance from Berry College and a master’s degree in business administration from the University of Chicago’s Booth School of Business.

Michael DeRisio

Point 72 Asset Management

Michael DeRisio

Point 72 Asset Management

Michael DeRisio runs an industrials-focused team at Point72, which he joined in early 2012. Before joining the firm, he spent five years at Alyeska Investment Group as an analyst. He has more than 15 years of research and varied capital markets experience, having previously worked at several proprietary trading firms, including Jump Trading. DeRisio received a bachelor’s degree from Loyola University Chicago and a master’s degree in business administration with honors from the University of Chicago’s Booth School of Business, where he concentrated in accounting and analytic finance.

Thomas J. Digenan

Managing Director, Head of U.S. Equities Core/Value

UBS

Thomas J. Digenan

Managing Director, Head of U.S. Equities Core/Value

UBS

Tom Digenan is the head of the U.S. equities core/value business at UBS. In this role he is responsible for U.S. equity core/value portfolio construction and research. Before this role, Digenan had been a strategist with the team since 2001; in this position he participated in the analysis and development of U.S. equity core/value portfolios, focusing on alpha generation and ensuring client investment objectives were met. Before this role, Digenan was president of the firm’s mutual funds and relationship funds organization. Before joining the UBS predecessor organization Brinson Partners in 1993, Digenan was a senior manager in the tax department of KPMG Peat Marwick, where he worked exclusively in the investment services industry. Digenan is a member of the CFA Institute, the CFA Society of Chicago, and the American Institute of Certified Public Accountants. He is also a member of the dean’s council of excellence for the Marquette University Business School. Digenan is also an adjunct professor in Marquette University’s Graduate School of Business. He received a bachelor’s degree from Marquette University and a Master of Science degree in taxation from DePaul University.

Peter Eliot

Equity Portfolio Manager

Capital Group

Peter Eliot

Equity Portfolio Manager

Capital Group

Peter Eliot is an equity portfolio manager at Capital Group. As an equity investment analyst, he has research responsibilities as a generalist for small-cap companies. He has 20 years of investment experience and has been with Capital for 11 years. Earlier in his career, as an equity investment analyst at Capital, he covered chemicals. Before joining Capital, Eliot founded the Moscow office of Sovereign Asset Management and was an investment banker at Salomon Brothers. He received a master’s degree in business administration from Columbia University’s Columbia Business School, a master’s
degree in international affairs from Columbia University, and a bachelor’s degree in international relations from the University of Pennsylvania. Eliot is based in Los Angeles.

Jennifer L. Foster

Executive Vice President, Assistant Portfolio Manager

Chilton Investment Company

Jennifer L. Foster

Executive Vice President, Assistant Portfolio Manager

Chilton Investment Company

Jennifer L. Foster has been with Chilton Investment Company for 18 years and is currently executive vice president and assistant portfolio manager. She joined the firm in 1997 as an analyst and served as director of research from 2005 to 2012. Before joining Chilton Investment Company, Foster worked at GE Capital as a financial analyst in several divisions of the company, including corporate accounting, commercial finance, commercial real estate, equipment leasing, and corporate planning. Foster received a bachelor’s degree summa cum laude from Boston College and a master’s degree in business administration from Harvard Business School. In addition to serving on the board of Chilton Investment Company, she is a trustee of both St. Luke’s School in New Canaan, Connecticut, and the Calvin Coolidge Presidential Foundation in Plymouth, Vermont.

Seth Ginns

Equity Analyst

Jennison Associates

Seth Ginns

Equity Analyst

Jennison Associates

Seth Ginns is an equity analyst focusing on large-cap growth investments with Jennison Associates. Before joining the firm in 2002, Ginns was an investment banker with Credit Suisse First Boston. He received a bachelor’s degree in mathematics and South Asia regional studies from the University of Pennsylvania. He serves on the board of overseers for the University of Pennsylvania’s School
of Nursing, the board of the Center for the Advanced Study of India at the University of Pennsylvania, and the international advisory council of the International Crisis Group.

Richard M. Graziadei

Managing Director of Equity Investments

TIAA-CREF Trust Company, FSB

Richard M. Graziadei

Managing Director of Equity Investments

TIAA-CREF Trust Company, FSB

Richard M. Graziadei is managing director of equity investments with TIAA-CREF Trust Company, FSB in Charlotte, North Carolina. He oversees the Large-Cap-Core Equity model portfolio and manages the Trust Company’s overall equity investment process. The Trust Company’s equity research team reports to Graziadei and he is a member of the officer’s investment committee. Before joining the Trust Company, Graziadei worked for Roxbury Capital Management in Santa Monica, California. There, he and the firm’s chief investment officer developed a new mid-cap value strategy, which has delivered excellent returns over year-to-date, one-year, three-year, five-year, seven-year, and since-inception periods. He also served as the financial services analyst for Roxbury’s other portfolios, Large-Cap Growth and Mid-Cap Growth. Graziadei served as an equity analyst for the financial services and consumer discretionary sectors before assuming his portfolio-management role. Before Roxbury, Graziadei served in the U.S. Navy as cryptologic officer. He holds a Bachelor of Science in Foreign Service degree with a concentration in international economic theory from Georgetown University’s School of Foreign Service and a master’s degree in business administration with a concentration in finance from UCLA’s Anderson School of Management. He holds the CFA designation.

Dennis C. Greenway, II

Senior Analyst

Franklin Street Partners

Dennis C. Greenway, II

Senior Analyst

Franklin Street Partners

Dennis Greenway is a senior analyst on the Franklin Street Partners equity team. Before joining FSP in 2015, he gained extensive investment experience in research and portfolio-management positions with Belltower Advisors, Proxima Alfa Investments, PENN Capital Management, and Wachovia Securities. Greenway holds the CFA designation. He received a bachelor’s degree from the University of North Carolina at Chapel Hill in 1999 and a master’s degree in business administration from the University of North Carolina’s Kenan-Flagler Business School in 2006.

Charles Harris

MD, Director of Research, Senior Research Analyst for Industrials

ClearBridge Investments

Charles Harris

MD, Director of Research, Senior Research Analyst for Industrials

ClearBridge Investments

Charles Harris has 32 years of investment industry experience. He joined ClearBridge Investments in 2011, and is a member of the brokerage committee. Past roles include SAC Capital (ClearBridge senior equity analyst); EMS Capital/M.Safra & Co. (managing director); Saranac Capital Management LP (partner); Salomon Brothers Asset Management (director); INVESCO (director); CIBC World Markets (managing director); and Value Line, Inc. (associate research director). Harris received a bachelor’s degree in political science from Vassar College.

Ryan Hill

Equity Analyst

Loomis, Sayles & Company

Ryan Hill

Equity Analyst

Loomis, Sayles & Company

Ryan Hill is an equity analyst for the growth equity strategies team at Loomis, Sayles & Company, covering healthcare companies. Hill joined Loomis Sayles in 2014 after obtaining a master’s degree in
business administration from Duke University, during which time he interned for William Blair as an equity research analyst. Previously, he was a mechanical engineer at Waters Corporation for three years, where he invented a patent-pending carbon dioxide detection technology, and later was a design engineer/technologist at GE Aviation for two years. Hill earned bachelor’s and master’s degrees in mechanical engineering from Boston University.

Michael F. Hussey

Director of Research

Mid-Continent Capital

Michael F. Hussey

Director of Research

Mid-Continent Capital

Michael Hussey joined Mid-Continent in 2006 following its merger with an affiliated firm, Bufka & Rodgers (Bufka). Hussey joined Bufka in 1990 and over the ensuing decade held a variety of senior management positions there, including director of research. Hussey’s other prior experience includes five years as a vice president in the Chicago office of The First Boston Corporation. He was also an adjunct professor of the practice of finance at the University of North Carolina’s Kenan-Flagler Business School from 2002 to 2008. Hussey received a bachelor’s degree in economics (with high distinction, Phi Beta Kappa) from the University of Virginia and a master’s degree in business administration (Beta Gamma Sigma) from the University of North Carolina’s Kenan-Flagler Business School. He holds the CFA charter and is a member of the CFA Institute and the CFA Society of Chicago.

Stephon A. Jackson

Vice President, Director of Research, North America Equity Division

T. Rowe Price

Stephon A. Jackson

Vice President, Director of Research, North America Equity Division

T. Rowe Price

Stephon Jackson is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price Associates, Inc. He is a director of research, North America, in the equity division. Jackson serves as a member of the equity steering committee and equity research advisory committee. Before joining T. Rowe Price in 2007, he was a senior portfolio manager with Brown Capital Management, where he managed mid-cap and large-cap growth portfolios. Jackson also was employed by NCM Capital Management as a growth portfolio manager and director of equity research. He earned a bachelor’s degree in business administration from the University of North Carolina at Chapel Hill as a Morehead Scholar, and a master’s degree in business administration from The Wharton School at the University of Pennsylvania. Jackson has also earned the CFA designation. He is a member of the investment committee of the France-Merrick Foundation, an executive board member of the Baltimore Community Foundation, and a member of the Abell Foundation board. He was previously the chairman of the investment committee of the Gilman School.

Martin Jochmann

Analyst

Artisan Partners

Martin Jochmann

Analyst

Artisan Partners

Martin Jochmann is an analyst on the Artisan Partners growth team. In this role, he conducts fundamental research, primarily focusing on healthcare companies. Before joining Artisan Partners in July 2006, Jochmann was a partner and equity analyst for Monitor Group, where he co-founded a small-cap hedge fund. He also conducted analysis for a Monitor Group buyout fund, venture capital fund, and
business-valuation operation. Jochmann holds a bachelor’s degree in mechanical engineering from Mauá Engineering School in São Paulo, Brazil, and a master’s degree in business administration from Harvard Business School.

Peter L. Keane

President, CIO

Keane Capital Management

Peter L. Keane

President, CIO

Keane Capital Management

Peter L. Keane is president and CIO of Keane Capital Management, a private investment management firm based in Charlotte, North Carolina. Keane began his investment career in 1982 with T. Rowe Price. He joined Interstate/Johnson Lane (IJL) in 1987 as an equity analyst and was later promoted to director of the firm’s equity strategy group. In 1997 he was named director of IJL Capital Management, a wholly owned subsidiary of Interstate/Johnson Lane. Following the acquisition of IJL by Wachovia Corporation (now Wells Fargo) in 1999, Keane purchased all the stock of IJL Capital Management
and launched his own firm, changing the name to Keane Capital Management. He currently manages the firm’s investment partnership and is also one of its largest investors.

In addition to running his own business, Keane is actively involved in numerous educational and charitable organizations in the Carolinas and the Charlotte community. His affiliations include member of the board of trustees, Guilford College; member of the board of directors, Children’s Scholarship Fund–Charlotte; member of the organizational committee, Grameen America of Charlotte; and president of the Alpha Omega Foundation, Charlotte. Keane and the employees of Keane Capital Management also support several national and local charities, including World Vision and Habitat for Humanity.

Keane graduated from Guilford College in 1982 after earning a bachelor’s degree in accounting. In 1987 he received a master’s degree in business administration from the University of North Carolina’s Kenan-Flagler Business School. He is a CFA and an active member of the North Carolina Society of Financial Analysts.

Matthew L. Kelley

Principal, Business Development, Director of Research

Sirios Capital

Matthew L. Kelley

Principal, Business Development, Director of Research

Sirios Capital

Matthew Kelley served as vice president, corporate strategy at Affiliated Managers Group from 2014 through 2015. Before working at Affiliated Managers Group, Kelley was an executive director and senior equity research analyst covering financials at Morgan Stanley from 2009 to 2014, and was an associate equity research analyst covering brokers and asset managers at Citigroup from 2007 to 2008. Kelley received an a master’s degree in business administration from the University of North Carolina’s Kenan-
Flagler Business School in 2006 and a bachelor’s degree in business administration from the University of Richmond in 2001.

Mark Lane

Partner, Co-Director of Global Research for Investment Management, Research Analyst

William Blair

Mark Lane

Partner, Co-Director of Global Research for Investment Management, Research Analyst

William Blair

Mark Lane is the co-director of global research for investment management and a research analyst on the financials sector team, where he focuses on U.S. companies across all capitalizations. Before joining the team, he was a financials sector analyst with the firm’s sell-side research department, where he specialized in asset management, brokerage, exchanges, and investment banking. He joined William Blair in 1998. Previously, Lane worked as a senior underwriter for The St. Paul Companies, analyzing specialty property-casualty insurance risks. He also worked at Goldman Sachs in Chicago as an analyst in the high-net-worth money management group. Lane received a bachelor’s degree in economics from Northwestern University and a master’s degree in business administration from the University of Chicago’s Booth School of Business.

Claire Lyons

Senior Analyst

Piedmont Investment Advisors

Claire Lyons

Senior Analyst

Piedmont Investment Advisors

Claire Lyons is senior analyst for Piedmont’s Strategic Core product and is responsible for covering the consumer discretionary, consumer staples, telecommunications, and healthcare sectors. She is an equity partner of the firm and a member of the firm’s operating committee. Lyons joined Piedmont in 2006 after completing her graduate degree in finance at Vanderbilt University’s Owen Graduate School
of Management. She received a bachelor’s degree in finance and economics from West Virginia University, summa cum laude, and was recognized for induction to Beta Gamma Sigma at both business schools. She holds the CFA designation.

Scott Marolf

Senior Investment Analyst

American Century Investments

Scott Marolf

Senior Investment Analyst

American Century Investments

Scott Marolf is a senior investment analyst for American Century Investments, a premier investment manager based in Kansas City, Missouri. Marolf provides fundamental research and equity analysis in the technology and consumer discretionary sectors for the U.S. Large Cap Growth team. Previously, he provided fundamental research and equity analysis for the U.S. Opportunistic Mid Cap Growth and U.S. All Cap Growth strategies. Before joining American Century Investments in 2008, Marolf worked as a senior auditor at Americo Financial Life and Annuity and as an auditor for Sprint Corporation. He received bachelor’s degrees in business administration and Spanish from the University of Missouri-Kansas City and a master’s degree in business administration from Indiana University’s Kelley School of Business.

John McCarthy

Head of Equity Relative Value

Carlson Capital

John McCarthy

Head of Equity Relative Value

Carlson Capital

John McCarthy oversees the Carlson Capital’s equity relative value business. He has 13 years of experience investing in this strategy, including 11 years with Carlson Capital. He had been focused on
the communications, media, entertainment (CME) and consumer sectors and served as a portfolio manager for 10 years. Previously, he was a partner and sector manager of CME at Saranac Capital Management L.P. McCarthy started his career at Merrill Lynch, where as vice president he advised financial institutions on global asset allocation and investments in alternative products within MLIM, the investment management division. McCarthy received a bachelor’s degree in business and economics from Skidmore College and is a CFA charterholder.

Xan Moore

Analyst of Event-Driven, Mergers & Acquisitions

Carlson Capital

Xan Moore

Analyst of Event-Driven, Mergers & Acquisitions

Carlson Capital

Xan Moore joined Carlson Capital in 2010. Before joining Carlson, he was an analyst at Brookline Avenue Partners, a multi-strategy hedge fund. Moore began his career as an equity salesperson in the Latin America group of J.P. Morgan Securities. He received a bachelor’s degree in economics and Spanish from The University of the South and a master’s degree in business administration from the University of North Carolina’s Kenan-Flagler Business School.

Win Murray

Partner, Vice President, Director of U.S. Research, Portfolio Manager

Harris Associates

Win Murray

Partner, Vice President, Director of U.S. Research, Portfolio Manager

Harris Associates

Win Murray has been a co-manager of the Oakmark Select Fund (OAKLX) since 2013. He also serves as the director of U.S. equity research at Harris Associates. He joined Harris Associates in 2003 as an equity analyst after working in investment roles at Colonial Management Associates, Federated Investors, and ASB Capital Management. He received a master’s degree in business administration from Georgia State University in 1996 and a bachelor’s degree in Russian/East European studies from the University of North Carolina in 1992.

Christy L. Phillips

Head of Equity Strategies, Director of Research

Franklin Street Partners

Christy L. Phillips

Head of Equity Strategies, Director of Research

Franklin Street Partners

Christy L. Phillips is head of equity strategies and director of research at Franklin Street Partners. Previously Phillips was a principal and portfolio manager for RS Investments, LLC, where she led the investment team for the Core Growth Equity strategy. Before joining RS Investments, she held a variety of positions, including portfolio manager, director of research, investment committee member, and principal of Oak Value Capital Management Inc., which was acquired by RS Investments, LLC, in September 2010. Phillips has 26 years of investment professional experience, including a long tenure as a senior analyst focusing on equity analysis at various sell-side firms—Coker Palmer Phillips & Mullen (principal), Smith Barney Inc., Smith Barney Shearson, Lehman Brothers, and Shearson Lehman Hutton in New York. Phillips received a bachelor’s degree from the University of Tennessee in 1986.

Jason B. Polun

VP, Director of Equity Research for North America, Portfolio Manager

T. Rowe Price

Jason B. Polun

VP, Director of Equity Research for North America, Portfolio Manager

T. Rowe Price

Jason Polun is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price Associates, Inc. He is a director of equity research for North America, chair of the equity research advisory committee, and a member of the equity steering committee. In addition, Polun is portfolio manager of the Capital Opportunity Fund and is a member of the portfolio oversight team. He is also co-chair of the Capital Opportunity Fund’s investment advisory committee. He was previously a research analyst following money center banks and specialty finance companies and a member of the investment advisory committee of the Equity Income Fund and Financial Services Fund. Before rejoining the firm in 2007, Polun was employed by Wellington Management Company, LLP as a vice president and an equity research analyst, where his coverage included aerospace and defense, energy, packaged food, restaurant, and chemical companies. He received a bachelor’s degree in business and finance from Mount St. Mary’s College and a master’s degree in business administration focusing on finance and accounting from the Wharton School at the University of Pennsylvania, where he was a Palmer Scholar. He has also earned the CFA designation.

Brian J. Pratt

General Partner

WEDGE Capital Management

Brian J. Pratt

General Partner

WEDGE Capital Management

Brian Pratt is responsible for equity research on companies with market capitalizations between $1 billion and $20 billion. Before joining WEDGE Capital Management in 2007, he worked as a litigation consultant with Tucker Alan and Navigant Consulting, providing financial and accounting advisory services in large commercial disputes. Pratt received a bachelor’s degree in economics and philosophy from Vanderbilt University and a master’s degree in business administration from the University of Virginia’s Darden Graduate School of Business. He is a member of the firm’s investment policy committee.

Benjamin Reynolds

Vice President, Analyst

Fred Alger Management, Inc.

Benjamin Reynolds

Vice President, Analyst

Fred Alger Management, Inc.

Ben Reynolds is vice president and analyst with a focus on the technology sector. Reynolds joined Alger in 2011 and has 14 years of investment experience. His previous experience includes working at Barclays Capital in the healthcare distribution and technology group. He has also served as a vice president at CIT Group in the M&A and healthcare investing banking teams, an associate at Seabury Group in corporate restructuring and investment banking, and an analyst at JP Morgan/ Beacon Group in M&A. Reynolds earned a bachelor’s degree in commerce from the University of Virginia’s McIntire School of Commerce and a master’s degree in business administration from New York University’s Stern School of Business. Ben is also a CFA charterholder and a member of the CFA Institute.

Simon Rosenberg

Principal, Portfolio Manager, Senior Analyst

Snow Capital Management

Simon Rosenberg

Principal, Portfolio Manager, Senior Analyst

Snow Capital Management

Simon Rosenberg is a principal, portfolio manager, and senior analyst at Snow Capital Management, a Pittsburgh-based investment manager with more than $4 billion in assets under management. He oversees four strategies and $3 billion in assets, including the firm’s flagship All Cap Value portfolio. Before joining the firm, he served as controller for a manufacturing company and as an assurance associate at KPMG LLP. Rosenberg received a master’s degree in business administration from Carnegie Mellon University’s Tepper School of Business in 2007 and bachelor’s degrees in accounting and finance from Florida State University in 2002. He is a Chartered Financial Analyst, a Certified Public Accountant, and a member of the CFA Institute and American Institute of Certified Public Accountants (AICPA).

Rahul Sadiwala

Equity Investment Analyst

Capital Group

Rahul Sadiwala

Equity Investment Analyst

Capital Group

Rahul Sadiwala is an equity investment analyst at Capital Group with research responsibility for Asia-Pacific telecom, Indian infrastructure, IT services, and pharmaceuticals. He has nine years of investment experience and has been with Capital Group for three years. Before joining Capital Group, Sadiwala was a management consultant at McKinsey & Co. and an equity analyst at Goldman Sachs & Co. He received a master’s degree in business administration from The Wharton School at the University of Pennsylvania and a bachelor’s degree in business administration from Washington University in St. Louis. He also holds the CFA designation. Sadiwala is based in Singapore.

Ward D. Sexton

Partner, Portfolio Manager

William Blair

Ward D. Sexton

Partner, Portfolio Manager

William Blair

Ward Sexton is a portfolio manager on the Small Cap Growth strategy and a research analyst focused on U.S. small- and mid-cap resources stocks. Previously, he was an associate portfolio manager on the Small Cap Growth Strategy and a research analyst. He joined the team in 2001, previously covering the financials and consumer sectors in addition to energy and materials. He joined William Blair in 1999 and worked in the firm’s corporate finance group for two years. Sexton is a member of the CFA Institute and the CFA Society of Chicago. He received a bachelor’s degree in finance with honors from the University of Illinois Urbana-Champaign and master’s degree in business administration with high honors from the University of Chicago’s Booth School of Business.

Alessandro Valentini

Director, Portfolio Manager

Causeway

Alessandro Valentini

Director, Portfolio Manager

Causeway

A director and fundamental portfolio manager of Causeway, Alessandro Valentini is responsible for investment research in the global healthcare and financials sectors. He joined the firm in July 2006 and has been a portfolio manager since April 2013. During the summer of 2005, Valentini worked as a research analyst at Thornburg Investment Management, where he conducted fundamental research for the International Value Fund and the Value Fund, focusing on the European telecommunication and Canadian oil sectors. From 2000 to 2004, Valentini worked as a financial analyst at Goldman Sachs in the European equities research-sales division in New York. Valentini received a master’s degree in business administration from Columbia Business School with honors, a master’s degree in economics from Georgetown University, and a bachelor’s degree magna cum laude from Georgetown University. Valentini was inducted into the Beta Gamma Sigma honors society, is a Phi Beta Kappa member, and is a CFA charterholder.

Mark E. Vincent

Managing Director, Equity Research Analyst

Wellington Management

Mark E. Vincent

Managing Director, Equity Research Analyst

Wellington Management

As an equity research analyst in global equity portfolio management and a member of Wellington Management’s quality equity team, Vincent conducts fundamental analysis on global equity investments,
focusing on the technology, media, and telecommunications sectors. His research supports investment decision-making for a range of portfolios managed for clients of the firm. He works in Wellington Management’s Boston office. Before joining Wellington Management in 2008, Vincent completed an internship at the firm as a global industry analyst covering the titanium industry. Before that, he
founded and operated AllPrints Interactive, a direct seller of framed artwork, from 2002 to 2006. Vincent earned a master’s degree in business administration from Cornell University in 2008 and a
bachelor’s degree in finance from Bentley College in 2002.

Kevin Walenta

Equity Research Analyst

Fidelity Management & Research Company

Kevin Walenta

Equity Research Analyst

Fidelity Management & Research Company

Kevin Walenta is an equity 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, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries. In his current role, Walenta is responsible for analyzing, valuing, and recommending equity securities in the utilities sector. Walenta has also managed the Fidelity Select Environment and
Alternative Energy Portfolio since November 2014. Before assuming his current position in 2013, Walenta worked as an equity research analyst at FMRCo, covering the industrial sector from 2010 to 2013 and the energy sector from 2008 to 2010. Before joining Fidelity in 2008, he was an equity research associate at Driehaus Capital Management from 2004 to 2006. He has been in the investment industry since 2004. Walenta earned a bachelor’s degree in business administration from the University of Wisconsin-Madison and a master’s degree in business administration from Duke University. He is also a CFA charterholder.

Richard T. Weiss

Managing Director, Senior Portfolio Manager

Wells Capital Management, Inc.

Richard T. Weiss

Managing Director, Senior Portfolio Manager

Wells Capital Management, Inc.

Dick Weiss is a managing director and senior portfolio manager for the Select Equity team at Wells Capital Management, Inc. Weiss joined Wells Capital Management from Strong Capital Management in 2004. Before the merger, he was vice chairman and CIO of Strong. He served as portfolio co-manager of the Strong Advisor Common Stock Fund and the Strong Opportunity Fund. Before this, he was a portfolio manager and partner at Stein Roe & Farnham in Chicago, where he began his career as a research analyst. Weiss earned a bachelor’s degree in business administration from the University of Southern California and a master’s degree in business administration, graduating with distinction, from Harvard Business School.

Stephen Yacktman

CIO, Partner, Portfolio Manager

Yacktman Asset Management

Stephen Yacktman

CIO, Partner, Portfolio Manager

Yacktman Asset Management

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 offi cer 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 received a bachelor’s degree in economics and a master’s degree in business administration from Brigham Young University. He is a
member of Yacktman Asset Management’s management committee.

Todd Young

KDI CapitalPartners

Investment Analyst

Todd Young

KDI CapitalPartners

Investment Analyst

Before joining KDI Capital Partners in 2013, Todd Young was an equity analyst for RS Investments, covering multiple industries for the RS Capital Appreciation Fund. His professional experience also
includes time as a senior equity analyst at Morningstar, where he led the business services research team. Additionally, Todd is a graduate of the U.S. Army Ranger School and served as an infantry officer
with the 82nd Airborne Division, earning two Bronze Star Medals for meritorious service in Iraq and Afghanistan. Young received a bachelor’s degree in finance from the University of Tennessee in 2000 and a master’s degree in business administration from the university of North Carolina’s Kenan-Flagler Business School in 2007.