The WIN conference will feature distinguished keynote speakers/panels from our platinum sponsors, Fidelity Investments and Capital Group.

Thursday, November 17, 2016

Seth A. Klarman

President and CEO of The Baupost Group, LLC

Mr. Klarman is the President and CEO of The Baupost Group, L.L.C., which currently manages approximately $28 billion on behalf of individual and institutional clients. He has had primary responsibility for managing the investments of Baupost since the Company was formed in May, 1982. Author of Margin of Safety, a book that outlines his value investment philosophy, Mr. Klarman was chosen as lead editor for Security Analysis: Sixth Edition, published in 2008, and has been featured in a variety of investment industry publications. He is a 1982 graduate of Harvard Business School, where he was a Baker Scholar, and received his Bachelor of Arts, magna cum laude, in Economics from Cornell University in 1979. Mr. Klarman currently serves as Co-Chair of the Board of Trustees of Facing History and Ourselves and on several other not-for-profit boards.

Jane Mendillo

Interviewer

Jane Mendillo has spent over 30 years in the field of endowment and investment management.  From 2008 to 2014, as the CEO of the Harvard Management Company, she managed Harvard University's approximately $40 billion global endowment and related assets across public and private markets.  From 2002-2008 Ms. Mendillo was the Chief Investment Office at Wellesley College.  Earlier she spent 15 years at the Harvard Management Company in various investment roles, from public and private equity to alternative assets.  Before joining HMC for the first time Ms. Mendillo was a management consultant at Bain & Co. and a manager in the Yale Investment Office.  Ms. Mendillo currently serves as a member of the corporate boards of General Motors (GM) and Lazard (LAZ).  She is also on the board of the Berklee College of Music, a member of the board and investment committee of Partners Healthcare System.  Ms. Mendillo is a graduate of Yale College and the Yale School of Management.

 

Friday, November 18, 2016

Christine J. Thompson

CIO, Bonds, Fidelity Investments

Christine Thompson is chief investment officer of the Bond group at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. In this role, Christine oversees the taxable and municipal bond investment process. This includes management of the Bond division’s portfolio managers, oversight of investment strategies and coordination of activities to ensure consistency and stability in the investment process. In this capacity, she is also responsible for working to develop and grow bond management capabilities, investment products and assets under management.

Prior to assuming her current role in June 2010, Christine held various other roles in FMRCo’s Fixed Income division, including that of director of municipal bond portfolio managers from 2002 to 2010, municipal bond portfolio manager from 1998 to 2010, taxable bond portfolio manager from 1990 to 1998, and senior bond analyst from 1985 to 1990. Before joining Fidelity in 1985, she worked as an analyst/client service consultant at Associates for International Research from 1980 to 1983. She has been in the investments industry since 1980.

Christine earned her bachelor of arts degree in economics and social psychology from Tufts University and her master of business administration degree in finance finance from The Wharton School at the University of Pennsylvania. She is also a Chartered Financial Analyst (CFA) charterholder.

Friday, November 18, 2016

Capital Group

Panelists TBD