Guest Speakers

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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