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.
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 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.
Portfolio Manager, Oppenheimer Funds
Michelle Borré serves as the sole Portfolio Manager of Oppenheimer Fundamental Alternatives Fund (QVOPX) and the lead Portfolio Manager of Oppenheimer Capital Income Fund (OPPEX). Previously, she served as a Senior Research Analyst covering special situations for the firm’s Value investment team.
Prior to joining OppenheimerFunds in 2003, Michelle held various positions at J&W Seligman, including Managing Director and Partner.
Michelle received her Bachelor’s degree from Barnard College, Columbia University, where she graduated Cum Laude and with Departmental Honors. She holds an M.B.A. from Columbia Business School with membership in Beta Gamma Sigma National Honor Society. At Columbia Business School, she served as an Adjunct Professor of Finance and Economics for a decade; and served on the Executive Advisory Board at The Heilbrunn Center for Graham and Dodd Investing at Columbia Business School from 2004-2005. She 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 machinery sector, and for presenting ideas to portfolio managers. In this capacity, he also manages Select Industrial Equipment 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.
Joe provides fundamental research and analysis for the U.S. Small Cap Value Strategy. 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.
Director, Senior Portfolio Analyst, ClearBridge
Matthew Lilling is a Director, Senior Portfolio Analyst for the Small and Mid Cap teams of ClearBridge Investments LLC. Matthew joined ClearBridge in 2010 after completing an MBA internship with the firm in the summer of 2009. Prior to joining ClearBridge he was a Private Equity and Mergers and Acquisitions Advisory Associate at MTS Health Partners. Matthew began his career as an Investment Banking Analyst at Lehman Brothers. Matthew earned a BA in Economics from Emory University, an MBA from Columbia Business School, and is a member of the CFA Institute.
Managing Director, J.P. Morgan
Joining J.P. Morgan in 2008, Andrew is a Managing Director covering the U.S. Business and Information Services sectors. Andrew previously worked for a decade at Bear Stearns in a similar role researching services companies. He has been top ranked by Institutional Investor every year since 1999 and designated as #1 fourteen times in recent years. In 2012, Andrew was inducted into Institutional Investor’s All-America Research Team Hall of Fame, an accomplishment achieved by only 57 Wall Street analysts over the last forty years. Prior to joining Bear Stearns, Andrew worked at Salomon Brothers' equity research department also covering services stocks starting in 1995. He previously worked in Big 4 public accounting and holds a CPA certification. Andrew received his MBA from The Wharton School and an undergraduate degree from the University of Michigan.
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.
Director, Senior Research Analyst, ClearBridge
Amanda Tedesco is a Director, Senior Research Analyst at ClearBridge Investments where she is responsible for covering the Media and Internet sectors. Amanda joined ClearBridge in 2013 and has 11 years of investment industry experience. Prior to joining ClearBridge she held Analyst roles at firms including Suffolk Capital Management, Citadel Asset Management/Surveyor Capital and Tracer Capital Management. Amanda began her career as an Investment Banking Analyst at Merrill Lynch & Co. Amanda graduated with a BBA in Accounting from the University of Notre Dame and is a member of the CFA Institute.