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
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