Guest Speakers
2024 Guest Speakers
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
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.
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
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
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