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.
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.
Research Analyst, Fidelity Investments
Asher Anolic 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, Mr. Anolic covers global pharmaceuticals and manages Fidelity Select Pharmaceuticals Portfolio (since 2013).
Prior to assuming his current research responsibilities in 2012, Mr. Anolic covered global consumer staples from 2010 to 2012 and regional banks from 2008 to 2010. Before joining Fidelity in 2008, Mr. Anolic was a summer intern at Bear Stearns in 2007, director at Thomson Financial from 2002 to 2006, and an analyst at Herzog, Heine, Geduld, Inc. (Merrill Lynch) from 2000 to 2002. He has been in the financial services industry since 2000.
Mr. Anolic earned his bachelor of arts degree in political science from Vassar College and his master of business administration degree from the Johnson Graduate School of Management at Cornell University.
Greg Dunham, CFA
Vice President, T. Rowe Price Group, Inc.,
Greg Dunham is a vice president of T. Rowe Price Group, Inc. He is an investment analyst in the U.S. Equity Division, covering software companies. Prior to joining T. Rowe Price in June 2015, he worked as an analyst at Goldman Sachs, covering software companies. Greg earned an M.B.A. from New York University, Leonard N. Stern School of Business, and a B.S. in mechanical engineering at the University of Wisconsin. Greg has also earned the Chartered Financial Analyst designation.
Managing Director, JHL Capital
Prior to joining JHL in 2007, Mr. Mokotoff was an Associate at Code Hennessy & Simmons LLC, a private equity firm based in Chicago that specializes in control equity investments. Mr. Mokotoff started his career at UBS as an Analyst in the Investment Banking Division in Los Angeles, advising both financial sponsors and a wide variety of corporate clients in Mergers and Acquisitions and Corporate Finance. Mr. Mokotoff received a B.S. in Finance from the University of Illinois at Urbana-Champaign, with Honors, and an M.B.A. with dual majors in Finance and Management and Organizations from the Kellogg School of Management. He is a Founding Member of the Ronald L. Panter Foundation and an active member of the Ovarian Cancer Research Fund Alliance.
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 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.
Senior Analyst, JHL Capital
Prior to joining JHL in 2015, Mr. Gupta was an Associate at TPG Capital in San Francisco, where he focused on control and minority investments in technology companies. Prior to TPG, Mr. Gupta was an Analyst at Morgan Stanley in Menlo Park, where he focused on equity, debt, and Mergers and Acquisitions transactions for technology companies. Mr. Gupta started his career as an Analyst at Jefferies & Co. in San Francisco, advising clients on restructuring and bankruptcy situations. Mr. Gupta received a B.A. in Economics and a B.S. in Business Administration from the University of California, Berkeley. He received an M.B.A. with Honors from The Wharton School at the University of Pennsylvania, with majors in Finance, Accounting and Management.
Vice President, Senior Research Analyst in Global Equities, State Street Global Advisors
Wendy is a Vice President of State Street Global Advisors and a Senior Research Analyst in Global Equities. She specialized in Japanese equities.
Wendy joined SSGA in July 2016 through its acquisition of GE Asset Management. She joined GEAM in 1988 as an analyst in FP&A. She joined the International Equity team in 1989 as a research analyst and subsequently as EAFE and Asian Equity Portfolio Manager. Wendy left GEAM in 1996 to manage a Pacific Rim mutual fund at US Trust. In 1998, she joined Lone Pine Capital as an Asian Equity Analyst. She returned to GEAM in 1999 as a senior research analyst. Wendy started her career at Morgan Stanley and has been working in the investment industry since 1984.
She has a BS from Cornell University and an MBA from Northwestern University. Wendy is a holder of the Chartered Financial Analyst designation.
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.
Vice President, Talent Acquisition, State Street Global Advisors
Jay is Vice President of Talent Acquisition at State Street Global Advisors, the Investment Management division of State Street Bank. He is responsible for all hiring within Portfolio Management, Trading, Product, and Strategy, including summer internships and the Global Graduate Rotational Program. His primary focus is in sourcing and recruiting of front office investment professionals, helping hiring managers define position needs and requirements, negotiating and closing complex job offers and managing the interview process from prospect to hire. Jay joined SSGA in June 2014 after 20 years in Executive Search with a specialty in asset management and information technology.