Lunch Panel

Fireside Chat: Differentiating Among Buy-Side Firms

Michael Balkin – William Blair

Michael Balkin is a portfolio manager on William Blair’s Small Cap Growth strategy. He rejoined William Blair in 2008 after three years as a portfolio manager and chief investment officer of Magnetar Investment Management. He originally joined William Blair in 1990, covering small-cap growth companies for the firm’s sell-side institutional research sales group, and became a portfolio manager on William Blair’s Small Cap Growth strategy in 1999. Michael received a B.A. from Northwestern University.

Jennifer L. Foster – Chilton Investment Company

Jennifer L. Foster is Co-Chief Investment Officer at Chilton Investment Company where she has worked for over 21 years. In addition to managing portfolios and advising on Equity strategy, she is a member of the firm’s Risk Management Committee and Board of Directors. Preceding her tenure as Co-CIO, Jennifer served a variety of roles at the firm including Equity Analyst, Director of Research, and Assistant Portfolio Manager. Before joining Chilton, Jennifer worked at GE Capital as a member of GE’s Financial Management Training Program. Jennifer graduated summa cum laude with a B.A. from Boston College in 1992 and earned an M.B.A. with distinction from Harvard Business School in 1997. Jennifer lives in Darien, CT with her husband and their three sons. She serves currently as a Trustee for St. Luke’s School in New Canaan, CT, and the Mather Homestead Foundation in Darien, CT. She is a former trustee of the Calvin Coolidge Presidential Foundation in Plymouth, VT.

Lawrence Kemp - BlackRock

Lawrence Kemp, CFA, Managing Director and portfolio manager, is head of BlackRock's Fundamental Large Cap Growth team. He is a member of the Fundamental Equity platform within the Fundamental Equity division of BlackRock's Alpha Strategies Group. Prior to joining BlackRock, Mr. Kemp was at UBS Global Asset Management, where he managed the Laudus Growth Investors US Large Cap Select Growth Fund (LGILX), as well as both diversified and concentrated US large cap growth institutional equity portfolios against the Russell 1000 Growth and S&P 500 indexes. Mr. Kemp joined the Growth Equity team at UBS Global Asset Management in 2001, but his tenure with the firm dated back to 1992. He held various roles including chief investment strategist, co-head of fixed income and global head of high yield research. Mr. Kemp holds a BA from Stanford University and an MBA from the University of Chicago.

Xan Moore – Carlson Capital

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, ocusing on the technology, media, and sectors. His resetelecommunicationsarch 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.

Win Murray – 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.

Josh Nelson - T. Rowe Price

Josh Nelson is a vice president of T. Rowe Price Group, Inc. He is an associate portfolio manager for the Global Focused Growth Equity Fund. He is a vice president and Investment Advisory Committee member of the Global Stock Fund and the Global Focused Growth Equity Fund. Previously, Josh was a research analyst following business services and education companies in the U.S. Equity Division. He joined the firm in 2007 after serving as a summer intern with T. Rowe Price in 2006, covering agricultural commodities and ethanol companies. Prior to this, Josh was an investment banker at Citigroup for five years. He earned a B.S., with honors, in industrial systems and engineering from the University of Florida. He also holds an M.B.A., with honors, in finance from The Wharton School, University of Pennsylvania.

Stephen Yacktman – 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 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.