Keynote Speakers

The WIN conference will feature distinguished keynote speakers/panelists from our platinum sponsors, Fidelity Investments and Capital Group.

Thursday, November 16, 2017

Ramona Persaud

Portfolio Manager, Fidelity Investments

Ramona Persaud is a portfolio manager at Fidelity Management & Research Company (FMR Co.), 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, Ms. Persaud manages Fidelity Dividend Growth Fund, Fidelity Advisor Dividend Growth Fund, Fidelity Global Equity Income Fund and Fidelity Advisor Global Equity Income Fund. Additionally, she co-manages the global sub-portfolio of Fidelity Equity-Income Fund, Fidelity VIP Equity-Income Portfolio, and the equity sleeve of Fidelity and Fidelity Advisor Strategic Dividend & Income Funds and Fidelity Advisor Multi-Asset Income Fund.

Prior to assuming her current responsibilities, Ms. Persaud held various other roles within FMR Co., including assistant portfolio manager of Diversified International Fund, based in London. She was also a Select Banking portfolio manager and research analyst, Select Construction & Housing portfolio manager and research analyst, and a research analyst.

Before joining Fidelity in 2003, Ms. Persaud worked as an analyst at both Morgan Stanley and Goldman Sachs. She has been in the finance industry since 1996.

Ms. Persaud earned her bachelor of science degree, summa cum laude, in environmental engineering from the Polytechnic Institute at New York University. Additionally, she earned her master of business administration degree in finance from the Wharton School at the University of Pennsylvania.


Friday, November 17, 2017

Barbara Burtin

Equity Investment Analyst, Capital Group

Barbara Burtin is an equity investment analyst at Capital Group with research responsibility for European and Latin American banks. She has eight years of investment experience, all with Capital Group. Prior to joining Capital, Barbara worked in business development for Capital One Financial in the United States, France and Italy. She also brings a variety of other international business experiences, including entrepreneurship and management consulting. She holds an MBA with honors from the Wharton School of the University of Pennsylvania and a master’s degree in finance from HEC Paris. Barbara is based in Los Angeles.

Noriko Honda Chen

Equity Portfolio Manager, Capital Group

Noriko Honda Chen is an equity portfolio manager at Capital Group. She also serves on the Capital Group Management Committee. She has 26 years of investment experience and has been with Capital Group for 18 years. Earlier in her career, as an equity investment analyst at Capital, Noriko covered Asian infrastructure, building materials and construction companies, as well as oil, gas & refining companies. She was also a research director for one of the global groups. Before joining Capital, she worked in the research department of Worldsec International Limited in Hong Kong (a subsidiary of Mitsubishi Bank) and was a manager in corporate finance. Noriko holds a bachelor’s degree in economics from Williams College and a degree in the Japanese Language Bekka Program at Keio University, Tokyo. Noriko is based in San Francisco.

Karen Choi

Fixed Income Investment Analyst, Capital Group

Karen Choi is a fixed income investment analyst at Capital Group with research responsibility for utilities and regional banks. She has 18 years of investment experience and has been with Capital Group for nine years. Prior to joining Capital, she was a fixed income analyst with AllianceBernstein and before that with Prudential Financial. She holds a bachelor’s degree in international relations from Wellesley College. She also holds the Chartered Financial Analyst® designation. Karen is based in New York.

Lauren Carter

Equity Investment Analyst, Capital Group

Lauren Carter is an investment analyst at Capital Group with research responsibility for European building products. She has 10 years of investment industry experience and has been with Capital Group for three years. Prior to joining Capital, Lauren worked as a financial analyst at J.P. Morgan Asset Management. She holds a bachelor's degree in quantitative finance from the University of Colorado. Lauren is based in London.

Kathryn Hagy

Fixed Income Investment Analyst, Capital Group

Kathryn Hagy is a fixed income investment analyst at Capital Group with research responsibility for metals & mining. She has six years of investment industry experience and has been with Capital Group for one year. Prior to joining Capital, Kathryn worked as a fixed income research associate at Fidelity Investments. She holds an MBA from the Wharton School of the University of Pennsylvania and a bachelor’s degree in history from Dartmouth College. She also holds the Chartered Financial Analyst® designation. Kathryn is based in London.