Guest Speakers

2024 Guest Speakers

Christian Junquera ’18
Equity Research Analyst                                                      Bank of America

Josh Paton ’18
Credit Analyst                                                           Knights of Columbus

Ellen Hazen
Chief Market Strategist                                                        FL Putnam

Nolan Glenn ’17
Senior Product Specialist                                                    Factset

 

 

2023 Guest Speakers

Mark Orsley
Macro Strategist- Tudor Investments

Charles Papgiannopoulus
Enterprise Relationship Manager- Factset

Samantha Merwin
Head of ETF and Index Investing Market Advocacy- Blackrock

Shane O’Brien
Senior Sales Specialist- Factset

Nicholas Bohnsack
President- Strategas Securities

Andrew Jardine

Managing Director- Moelis & Company

2022 Guest Speakers

 

Quinn Lacroix
Quantitative and Risk Analyst
Factset

Mark Orsley
Macro Strategist
Tudor Investments

Alexia Bayer
Executive Underwriter, Global Casualty – Foreign
Chubb Limited

Torrence Jennette
Vice President, Business Manager
Wellington Management

Olivia Greene
Investment Analyst
Manulife

Christian Junquera
Equity Research Analyst
Bank of America

AJ Levine
Senior Analyst
Pathstone

Dylan Rotella
Investment Consultant
Habor Funds Distributors, Inc.

Scott Tibert
Associate Investment Director
Cambridge Associates

Nicholas Bohnsack
Co-founder, President, Chief Operating Officer
Strategas Securities

Glen Martin
Principal Director of Client Advisory Services
FL Putnam

Andrew Wetzel
Principal Director of Sustainable Investing
FL Putnam, PM

2021 Guest Speakers

Quinn Lacroix
Quantitative and Risk Analyst
Factset

Nicholas Bohnsack
President
Strategas Partners

Jason Fromer
Managing Director, Head of US Fixed Income
Manulife Investment Management

Chris Coccoluto
Managing Director
Manulife Investment Management

Joe Marguy
Managing Director, Portfolio Manager/Analyst
Manulife Investment Management

Stephen Jones
Investment Analyst, Rotational Program
Manulife Investment Management

2020 Guest Speakers

Austin Hersch
Portfolio Manager
Morgan Stanley

Dennis Frank
Analyst
Cerulli Associates

Linda H. Zhang
CEO. CIO
Purview Investments

Geoffrey Kelley, CFA
Managing Director
Manulife Investment Management

Jonathan Burke, CFA
Assistant Vice President
Amica Mutual Insurance Co.

Thomas Pingree, CFA
Equity Investment Analyst
Amica Mutual Insurance Co.

2019 Guest Speakers

Brian Nick, CAIA
Chief Investment Strategist
Nuveen, a TIAA company

William DeRoche, MBA, CFA
Chief Investment Officer
AGF Investments, LLC, and Head of AGFiQ Alternative Strategies

Rich Thompson
Managing Director, Research for Small Cap and Technology Teams
Fidelity Investments

2018 Guest Speakers

Michael Leonard, CFA
Director, Equity Research
Oppenheimer & Co. Inc., NY

Jeffrey Doppelt
DTS Group. Senior Vice President and Senior Consultant
Merrill Lynch, Pierce, Fenner & Smith, Inc.

Bobby Jamarillo
Sustainability Analyst
Morgan Stanley Capital International

Denis Walsh, CFA
Retired Portfolio Manager
BlackRock

Anna Bulkovshteyn
US Head of Equity Investment Risk Management
Columbia Threadneedle

2017 Guest Speakers

Amit Chokshi ’99, CFA
Doshi Capital

Karli Theleman ’14 and John Calabrese ’09
Product Manager
SunGard Financial Systems

Eric Rice, Ph.D.
Multi-Asset Portfolio Manager
Wellington Management Company LLP

Glen Martin, CFP
Private Client Advisor
F.L. Putnam Investment

Andrew Wetzel, CFA
ESG/SRI research and strategy
Senior Vice President and Portfolio Manager
F.L. Putnam Investment

William J. Landes, Ph.D.
Deputy Head of Global Investment Solutions and Alternative Investments
Columbia Threadneedle Investments

Michael Shavel, CFA
ESG Analyst
Wellington Management

Jessica Pouliot ’07
Director, Product Manager
Cambridge Associates

2016 Guest Speakers

Hillary D. Flynn
Vice President and ESG Analyst
Wellington Management

Peter Phillips, CFA
Chief Investment Officer
Washington Trust Wealth Management

Megan McKenzie ’11
Investment Analyst
John Hancock Financial Services

Jonathan Burke, CFA
Assistant Vice President
Amica Mutual Insurance Company | Investments

John Barnett
Vice President of Finance and CFO
Rhode Island Foundation

Roger S. Williams, CFA, CAIA
Senior Vice President
Segal Rogerscasey Financial Services