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.
Miles Lewis, CFA
Vice President and Portfolio Manager, American Century Investments
Miles Lewis is a vice president and portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s New York Office.
Miles co-manages and provides fundamental research and analysis for the U.S. Small Cap Value and U.S. Small Cap Value Income Strategies. 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 restructuring. Prior to that, he was an analyst at Chanin Capital Partners in New York, where he advised investors in bankruptcy and distressed companies. He also worked as an associate in the investor relations department of Accenture. He has worked n the financial industry since 2003.
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 25 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 Chairman of the Board of the Covenant Trust Company in Chicago, IL and sits on the Finance Committee at Sturdy Memorial Hospital in Attleboro, MA. Tom also sits on the Board of Directors for an Riverside, CA based startup company TruTouch Technologies.
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.
Micah James, CFA
Sovereign Analyst, Vanguard
Micah James is a Sovereign Analyst on the Emerging Markets and Sovereign Debt team for Vanguard's actively managed fixed income portfolios. Mr. James has primary research coverage over emerging and developing markets within the Americas with a focus on sovereign credit, local rates, and currencies. Additionally, he is responsible for the emerging market corporate debt strategy for issuers from Latin America.
Mr. James joined Vanguard in July 2013 as part of the MBA Development Program on the investment track with rotations through Credit Research, Fixed Income Trading, and Product Strategy. Prior to Vanguard and business school, he worked in commercial banking and finance.
Mr. James earned his MBA from the University of Iowa's Tippie College of Business and holds a BA from the University of Northern Iowa. He is a CFA charterholder and a member of the CFA Society of Philadelphia.
Timothy Horsburgh, CFA
Vice President, Investment Strategist
Timothy Horsburgh is an Investment Strategist at OppenheimerFunds. In this role, he develops and communicates the firm’s economic outlook and investment insights. Additionally, he researches and creates thought leadership for the firm. These pieces articulate the firm’s thematic viewpoints.
Mr. Horsburgh began his career at OppenheimerFunds in 2010 and works with the capital markets team. Previously, Mr. Horsburgh worked in roles in the U.S. and Asia.
Mr. Horsburgh holds a B.A. in both economics and government from Cornell University in Ithaca, New York. He is also a CFA charterholder.
Research Analyst, Fidelity Investments
Boris Shepov 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, Boris is responsible for researching companies in the retail sector, and for presenting ideas to portfolio managers. In this capacity, he also manages Select Retailing Fund.
Prior to joining Fidelity in 2008, Boris worked as a summer associate at Barclays Capital in 2007, an associate at Withum Smith & Brown, PC in 2006, and as an analyst at Ingis & Company, PA from 2004 to 2006. He has been in the investments industry since 2008.
Boris earned his bachelor of science and master of science degrees in finance from Kiev University of Trade and Economics, and his master of business administration degree in finance from the Johnson Graduate School of Management at Cornell University. He is also a Certified Public Accountant (CPA).
Investment Analyst, American Century Investments
Joe Hintz is an investment analyst for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri Office.
Joe provides fundamental research and analysis for the U.S. Small Cap Value and U.S. Small Cap Value Income strategies. He has been a member of the team since joining American Century Investments in 2015. Previously, Joe was a concert violinist and performed with the New World Symphony in Miami Beach, Florida and the Saginaw Bay Symphony Orchestra in Michigan, as well as several orchestra ensembles in San Diego, California.
Joe holds a bachelor's degree in music from the Oberlin Conservatory of Music, a master's degree in music from the University of Michigan and a master's degree in business administration from the Johnson Graduate School of Management at Cornell University.
Managing Director, J.P. Morgan
Celebrating 20 years at J.P. Morgan, Andrew Steinerman is a Managing Director covering the U.S. Business and Information Services sectors. He has been top ranked by Institutional Investor every year since 1999 and designated #1 15 times in recent years. Andrew was inducted into Institutional Investor’s All-America Research Team Hall of Fame. He previously worked in Big 4 accounting and holds a CPA. Andrew received his MBA from Wharton and an undergraduate degree from the University of Michigan.
Paul Nestro, CFA
Managing Director and Director of Fundamental Growth and Core Equity Research, State Street Global Advisors
Paul is a Managing Director at State Street Global Advisors and the Director of Fundamental Growth and Core Equity Research. Since 2004, he has been the Co-Portfolio Manager of the European Equity strategy and was previously a Portfolio Manager for Emerging Markets, International EAFE, and International Small Cap. strategies. He also served as the team’s analyst covering the metals and mining sector and as an analyst for a Global Equity mutual fund.
Paul joined State Street Global Advisors in July 2016 through its acquisition of GE Asset Management (GEAM). After completing GE's Financial Management Program, he joined the Financial Planning & Analysis team at GEAM, and has been in the investment industry since 1993. Paul has a BA in Finance from Michigan State University and is a holder of the Chartered Financial Analyst designation.
Donald J Easley, CFA
Vice President, Portfolio Manager, T. Rowe Price
Don Easley is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. He is a portfolio manager in the U.S. Equity Division for the Tax-Efficient and Structured Active Mid-Cap Growth Strategies. Don works closely with Don Peters, a portfolio manager in the U.S. Equity Division, actively assisting with all aspects of portfolio management. In addition to his role with Don Peters, he serves as an executive vice president and cochairman of the Investment Advisory Committee of the Diversified Mid-Cap Growth Fund. Don is also a vice president and Investment Advisory Committee member of the Tax-Efficient Equity, New Era, Structured Research, and Diversified Small-Cap Growth Funds. Prior to joining the firm in 2000, he worked as a credit analyst with The Bank of New York. Don earned a B.A. in economics from Swarthmore College and an M.B.A. in finance and accounting from the University of Chicago. He has also earned the Chartered Financial Analyst designation.
Omar K. Sanders, CFA
Taxable Credit Research, Vanguard Fixed Income Group
Omar Sanders is Head of US Investment Grade Corporate Research and a Senior Credit Analyst in the Taxable Credit Research group. Mr. Sanders covers the electric utility sector and serves as co-head of the Investment Grade Utility Team and a member of the Investment Grade Senior Team. He has almost twenty five years of experience in financial services, including almost twenty years in buy-side research and five years on the sell-side.
Before joining Vanguard in April 2007, Mr. Sanders was a fixed income credit analyst with the University of California Regents and MetLife Investments, and an equity research analyst with Daruma Asset Management LLC. Additionally, Mr. Sanders served as an analyst in Equity Capital Markets with Merrill Lynch and as an analyst in Investment Banking with Prudential Securities. Mr. Sanders is a CFA charter holder and holds an AB in Political Science from Columbia University and an MBA in Finance from Columbia Business School.
MBA Development Program, Vanguard
Tony Kuehne recently joined Vanguard as a member of the MBA Development Program on the Investment Management (IM) track after graduating with his MBA from the Wharton School of the University of Pennsylvania where he was a Palmer Scholar and received the Robert J. Schweich Prize in recognition of outstanding work in the field of Security Analysis. Prior to Wharton, Tony was a Vice President in the Analytics group at ITG where he spent six years advising Asset Managers on pre and post-trade Transaction Cost Analysis. Tony received a BS with Distinction from the University of Michigan in Applied Mathematics (Financial Math) and Economics.