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.
Managing Director, State Street
Tim is the Managing Director at State Street and a member of the State Street Global Advisor's Investment Risk Management Team. In this role, Tim is responsible for risk management across Investment Solutions, Equities, and Alternatives.
Prior to joining the State Street Global Advisors Investment Risk Team in December 2008, Tim was a Senior Portfolio Manager responsible for Global Fundamental Equity Products. From 2000-2004 Tim was a Junior Portfolio Manager and Equity research analyst. From 1997-2000, Tim was a member of SSgA's Global Structured Products Operations Group where he specialized in international developed market and emerging market strategies. Tim's career at State Street began in 1996 and has focused on risk analysis, portfolio construction, equity research, and portfolio management.
Tim holds a BS in Finance from Boston College, an MBA from Bentley University, and an MS in Corporate Finance from Bentley University. Tim is also a New England chapter member of the Global Association of Risk Professionals.
Jason Kritzer, CFA
Equity Analyst, Eaton Vance
Jason Kritzer is a vice president of Eaton Vance Management and an equity analyst on Eaton Vance's growth team. He is responsible for coverage of the pharmaceutical, health care equipment and biotechnology industries. He joined Eaton Vance in 2012.
Jason began his career in the investment management industry in 1999. He was previously affiliated with BlackRock, Inc. as a director and equity analyst and Putnam Investments as an equity research analyst.
Jason earned a B.S.B.A. from Boston University, School of Management and an MBA from Columbia University, School of Business. He is a member of the Columbia Business School Ambassador Program. He is a CFA Charterholder.
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.
Douglas Rogers, CFA, CMT
Equity Analyst, Eaton Vance
Douglas Rogers is a vice president of Eaton Vance Management and an equity analyst on Eaton Vance's growth team. He is responsible for coverage of the capital markets, consumer finance, diversified financial services, and Internet software and services industries. He joined Eaton Vance in 2001.
Doug began his career in the investment management industry in 1999. Before joining Eaton Vance, he was a research analyst with Endeca Technologies Inc.
Doug earned a B.S. from the United States Naval Academy and an MBA from Harvard Business School. He is a Chartered Market Technician (CMT) and 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 asset management 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).
Retired Portfolio Manager and Investor
Thomas Sprague has been involved with the stock market for over 20 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 Finance Committee Chair on the Board of Directors at Sturdy Memorial Hospital in Attleboro, MA; the Finance Committee Chair for the Evangelical Covenant Church in Chicago, IL; and the Investment Committee Chair for the Covenant Trust Company in Chicago, IL. Tom also sits on the Board of Directors for an Albuquerque based startup company TruTouch Technologies. Tom currently is an Executive in Residence at Johnson and an occasional guest lecturer for the Cayuga Fund class.
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.
Richard S. Thompson
Lead Portfolio Manager - Fidelity Stock Selector Small Cap Fund, Fidelity Series Small Cap Opportunities
Richard Thompson is managing director of research 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, Rich is responsible for leading the Consumer and Small Cap teams. In this capacity, he is also the lead portfolio manager of Fidelity Stock Selector Small Cap Fund and Fidelity Series Small Cap Opportunities Fund.
Prior to assuming his current lead portfolio management responsibilities in 2013 and his managing director role in 2012, Rich held various other positions at Fidelity including that of portfolio manager at FMRCo starting in 2005, small cap team leader at FIL/London from 2003 to 2005, equity research analyst at FMRCo from 1998 to 2003, and research associate at FMRCo from 1996 to 1998. Before joining Fidelity in 1996, Rich worked as an analyst & fund manager on the Manchester Growth Fund from 1991 to 1996. He has been in the investments industry since 1991. Rich earned his bachelor of science degree in finance from Bentley College.
Tom Watson, CFA
Director of Research and Vice President, T. Rowe Price Group, Inc.,
is a director of equity research, North America. Mr. Watson is a vice president
of T. Rowe Price Group, Inc.
joining the firm in 2007, Mr. Watson was an equity summer intern for T. Rowe
Price, covering semiconductors. Prior to this, he was employed as a strategy
analyst for Forrester Research. Mr. Watson has eight years of investment
experience, all with T. Rowe Price.
earned a B.A. in economics and English literature from the University of
Virginia and an M.B.A. from the Tuck School of Business at Dartmouth. Mr.
Watson also has earned the Chartered Financial Analyst designation.