The WIN conference will feature distinguished keynote speakers/panels from our platinum sponsors, Fidelity Investments and Capital Group.
Thursday, November 19, 2015
Chief Investment Officer, Equity, Fidelity Investments
Melissa Reilly is chief investment officer 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, she is responsible for investment management oversight of the Capital Appreciation and Growth teams, as well as the Equity Capital Markets team. Prior to assuming her current position in March 2013, Melissa held various other roles with Fidelity, including that of portfolio manager of Fidelity Europe Capital Appreciation Fund, Fidelity Advisor Europe Capital Appreciation Fund, and the Europe portion of Fidelity Global Balanced Fund from 2007 to 2013, portfolio manager of Fidelity Nordic Fund from 2009 to 2011 and Fidelity Europe Fund from 2008 to 2012, and research analyst in the Global Research Group from 2004 to 2007. Before joining Fidelity in 2004, she worked as a senior vice president, portfolio manager, and International Core research analyst at Putnam Investments from 1999 to 2004, an associate in Equity Research at Morgan Stanley & Co., and as a staff consultant at Anderson Consulting, where she began her career in 1995. She has been in the investments industry since 1995. Melissa earned her bachelor of arts degree in economics from Columbia University and her master of business administration degree from the University of Chicago.
Friday, November 20, 2015
Chief Equity Investment Officer, Portfolio Manager, Eaton Vance Management
Eddie Perkin is a vice president of Eaton Vance Management, chief equity investment officer and team leader of Eaton Vance's value team. Additionally, he serves as lead portfolio manager of Eaton Vance's Large-Cap Value strategy. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm's large-cap value equity portfolios. He is head of the firm's Equity Strategy Committee. He joined Eaton Vance on April 2014. Eddie began his career in the financial services industry in 1995. Before joining Eaton Vance, he served as chief investment officer (international and emerging-market equity) as well as managing director/portfolio manager (Europe, EAFE and global) at Goldman Sachs Asset Management (GSAM) in London. Before relocating to London in 2008, Eddie was a portfolio manager and analyst on GSAM's U.S. value equity team in New York. Eddie was previously associated with FISERV and American Retirement Insurance Services. Eddie earned a B.A. from the University of California, Santa Barbara, and an MBA from Columbia Business School. He is a CFA chartholder and is a member of the board of directors of Junior Achievement of Northern New England.