Guest Speakers

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.

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