Judges for the MBA Stock Pitch Challenge come from the top echelon of the investment industry. We are grateful to them for bringing their expertise and donating their time for this event.
Research Analyst/Portfolio Manager, Fidelity Management & Research Company
Asher Anolic is a research analyst at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, he covers global pharmaceuticals and manages Fidelity Select Pharmaceuticals Fund (since 2013).
Prior to assuming his current research responsibilities in 2012, Asher covered global consumer staples from 2010 to 2012 and regional banks from 2008 to 2010. Before joining Fidelity in 2008, Asher was a summer intern at Bear Stearns in 2007, director at Thomson Financial from 2002 to 2006, and an analyst at Herzog, Heine, Geduld, Inc. (Merrill Lynch) from 2000 to 2002. He has been in the financial services industry since 2000. Asher earned his bachelor of arts degree in political science from Vassar College and his master of business administration degree from the Johnson Graduate School of Management at Cornell University.
Vice President, State Street
Tim is a Vice President of State Street and a member of the State Street Global Advisor's Investment Risk Management Team. In this role, Tim is responsible for risk management across Investment Solutions, Equities, and Alternatives.
Prior to joining the State Street Global Advisors Investment Risk Team in December 2008, Tim was a Senior Portfolio Manager responsible for Global Fundamental Equity Products. From 2000-2004 Tim was a Junior Portfolio Manager and Equity research analyst. From 1997-2000, Tim was a member of SSgA's Global Structured Products Operations Group where he specialized in international developed market and emerging market strategies. Tim's career at State Street began in 1996 and has focused on risk analysis, portfolio construction, equity research, and portfolio management.
Tim holds a BS in Finance from Boston College, an MBA from Bentley University, and an MS in Corporate Finance from Bentley University. Tim is also a New England chapter member of the Global Association of Risk Professionals.
Ryan Burgess, CFA
Investment Analyst, U.S. Equity Division, T. Rowe Price
Ryan Burgess is an investment analyst in the U.S. Equity Division of T. Rowe Price, following chemical companies and mid- to large-utility companies. He is a vice president of T. Rowe Price Group, Inc.
Mr. Burgess has 11 years of investment experience, six of which have been with T. Rowe Price. He joined the firm in 2007 after serving as a summer intern in 2006, covering trucks and machinery. Prior to this, he was a vice president and senior portfolio manager with Evergreen Private Asset Management.
Mr. Burgess earned a B.S. in finance, magna cum laude, from the University of Alabama. He also holds an M.B.A. from the University of North Carolina, Kenan-Flagler Business School. Mr. Burgess has earned the Chartered Financial Analyst designation.
Brian Lester, CFA
Managing Director, Life Sciences, Manning & Napier
Brian Lester is a member of the Senior Research Group and the Managing Director of the Life Sciences Group at Manning & Napier. In this capacity, he is responsible for analyzing investment opportunities within the Life Sciences sector. Prior to joining Manning & Napier in 1998, he worked as a Market Researcher for The Sutherland Group.
Brian earned his BS in Agriculture, Resource, and Managerial Economics from Cornell University and is a CFA charterholder.
Portfolio Manager, American Century
Miles Lewis is a Portfolio Manager on the Small Cap Value fund at American Century Investments, a premier investment manager headquartered in Kansas City, MO. He has been a member of the team since joining American Century Investments in 2010. Previously, Miles was assistant vice president at MBIA Insurance Company in New York, where he worked on structured finance transactions and municipal debt restructurings. Prior to that, he was an analyst at Chanin Capital Partners in New York, where he advised investors in bankrupt and distressed companies. Miles holds a bachelor of business administration degree from The College of William and Mary and a master’s degree in business administration from the Johnson Graduate School of Management at Cornell University. He is a CFA charterholder and a member of the CFA Institute.
Retired Portfolio Manager and Investor
Thomas Sprague has been involved with the stock market for over 20 years. As an analyst at Fidelity, he was responsible for stock picks in a wide variety of industries, from technology to leisure to steel. As a portfolio manager there he managed up to $12 billion in several retail mutual funds and institutional retirement portfolios, emphasizing a growth style of investing. Although no longer at Fidelity, he remains an active private investor, and assists several not-for-profit organizations with their investment and financial decisions.
Sprague's work experience includes sixteen years at Fidelity Investments, where he served, successively, as equity analyst, equity portfolio manager, and group leader; and eight years as an industrial engineer at Eastman Kodak. He currently serves as the Finance Committee Chair on the Board of Directors at Sturdy Memorial Hospital in Attleboro, MA; the Finance Committee Chair for the Evangelical Covenant Church in Chicago, IL; and the Investment Committee Chair for the Covenant Trust Company in Chicago, IL. Tom also sits on the Board of Directors for an Albuquerque based startup company TruTouch Technologies. Tom currently is an Executive in Residence at Johnson and an occasional guest lecturer for the Cayuga Fund class.
Sprague earned his BS in operations research and industrial engineering at Cornell University in 1979, and his MBA in finance at the Wharton School in 1989.
Richard S. Thompson
Lead Portfolio Manager - Fidelity Stock Selector Small Cap Fund, Fidelity Series Small Cap Opportunities
Richard Thompson is managing director of research at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Rich is responsible for leading the Consumer and Small Cap teams. In this capacity, he is also the lead portfolio manager of Fidelity Stock Selector Small Cap Fund and Fidelity Series Small Cap Opportunities Fund.
Prior to assuming his current lead portfolio management responsibilities in 2013 and his managing director role in 2012, Rich held various other positions at Fidelity including that of portfolio manager at FMRCo starting in 2005, small cap team leader at FIL/London from 2003 to 2005, equity research analyst at FMRCo from 1998 to 2003, and research associate at FMRCo from 1996 to 1998. Before joining Fidelity in 1996, Rich worked as an analyst & fund manager on the Manchester Growth Fund from 1991 to 1996. He has been in the investments industry since 1991. Rich earned his bachelor of science degree in finance from Bentley College.
Eric L. Veiel, CFA
Vice President, T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc. & T. Rowe Price International funds
Eric Veiel is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc. and T. Rowe Price International Funds. He is a director of equity research for North America, chair of the Equity Research Advisory Committee and a member of the Equity Steering Committee. In addition, Eric is portfolio manager of the Capital Opportunity Fund and is a member of the portfolio oversight team. He was previously portfolio manager of the Financial Services Fund. Prior to joining the firm in 2005, Eric was employed by Wachovia Securities as a senior equity analyst covering health insurers and pharmacy benefit managers. He earned a B.B.A., magna cum laude, in finance from James Madison University. Eric also holds an M.B.A., with concentrations in finance and accounting, from the John M. Olin School of Business, Washington University in St. Louis, where he was a Charles F. Knight Scholar. He also has earned the Chartered Financial Analyst designation.