Judges for the Undergraduate 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.
Kathryn A. Bachman
Analyst, Assistant Director of Research, Investment Research Putnam Investments
Ms. Bachman is an Analyst and Assistant Director of Research in the U.S. Large Cap Equity Research Group, covering consumer staples, specifically packaged food. She is responsible for conducting fundamental analysis and valuation of the companies in this industry and making buy/sell recommendations. In addition, she oversees and manages the Equity Associate internship and full-time program. Ms. Bachman joined Putnam in 2012 and has been in the investment industry since 2008.
She received a B.A. in psychology from Wellesley College.
Research Analyst, Fidelity Investments
Jennifer Fo is a research analyst for Fidelity Investments. 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. Ms. Fo is primarily responsible for coverage of small- and mid-cap health care services stocks.
Ms. Fo assumed her current title within the Equity Research division when she joined Fidelity in July 2009. In her role, she is responsible for researching companies and providing investment recommendations to a team of portfolio managers. Prior to joining Fidelity, Ms. Fo interned with Citigroup?s investment banking division covering consumer stocks.
Ms. Fo graduated from the Carroll School of Management Honors Program at Boston College in 2009 with a bachelor of science degree in finance and accounting.
Lionel T. Harris, CFA
Portfolio Manager, Fidelity Investments
Lionel Harris is a portfolio manager for Fidelity Investments. 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. Mr. Harris currently manages Fidelity Small Cap Stock Fund.
Mr. Harris joined Fidelity's High Income division in 1995 as a research analyst, and subsequently followed a range of industries. He was named high income director of research in 2000. Mr. Harris joined Fidelity's Small-Cap Equity research team in 2002, and became the Small-Cap team's sector leader in 2004. He was co-manager of Fidelity Small Cap Growth Fund and Fidelity Advisor Small Cap Growth Fund from 2005 to 2006 until he assumed primary management responsibilities for both until 2011. He managed Fidelity Small Cap Discovery Fund from 2005 to 2006 and co-managed Fidelity Series Small Cap Opportunities Fund from 2007 to 2009. He began managing Fidelity Small Cap Stock Fund in November 2011.
Prior to joining Fidelity, Mr. Harris served as senior research project manager at Cambridge Associates, Inc. At Cambridge Associates he researched, authored and managed the firm's research publication "High-Yield Bonds," which served as the basis for asset allocation decisions of consultants and over 150 endowed institutions.
Born in 1967, Mr. Harris received a bachelor of arts degree in economics from Dartmouth College in 1989 and an MBA degree from The Wharton School at the University of Pennsylvania in 1995. Mr. Harris has been a Chartered Financial Analyst (CFA) charterholder since 1993.
Research Analyst, Fidelity Investments
Asher Anolic is a research analyst for Fidelity Investments. 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. Mr. Anolic currently is a member of the Health Care team, and is responsible for coverage of specialty pharmaceuticals, generic drugs and contract research organizations.
Mr. Anolic assumed his current position in the Equity division in August 2008. He initially maintained coverage responsibilities for the financials sector and eventually transitioned into covering global household and personal care products within consumer staples. He gained his current coverage assignments in April 2012.
Prior to joining Fidelity Investments, Mr. Anolic most recently served as a summer associate for Bear Stearns Asset Management during 2007. In his role, worked as an equity analyst within the firm's Small Cap Value team and was responsible for coverage of the life science, biotechnology, pharmaceuticals, health care services and medical device industries. From 2002 to 2006, he acted in various capacities in the Capital Markets Intelligence (CMI) division of Thomson Financial, eventually serving as the group's director. He began his career in 2000 as an assistant market maker for Merrill Lynch.
Mr. Anolic received his bachelor of arts degree in political science from Vassar College in 2000 and his MBA from the Johnson Graduate School of Management at Cornell University in 2008.