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

Thursday, November 17, 2016

Seth A. Klarman

President and CEO of the Baupost Group, LLC

Mr. Klarman is the President and CEO of The Baupost Group, L.L.C., which currently manages approximately $28 billion on behalf of individual and institutional clients. He has had primary responsibility for managing the investments of Baupost since the Company was formed in May, 1982. Author of Margin of Safety, a book that outlines his value investment philosophy, Mr. Klarman was chosen as lead editor for Security Analysis: Sixth Edition, published in 2008, and has been featured in a variety of investment industry publications. He is a 1982 graduate of Harvard Business School, where he was a Baker Scholar, and received his Bachelor of Arts, magna cum laude, in Economics from Cornell University in 1979. Mr. Klarman currently serves as Co-Chair of the Board of Trustees of Facing History and Ourselves and on several other not-for-profit boards.

Friday, November 18, 2016

Melissa Reilly

Chief Investment Officer, Equity, Fidelity Investments

Melissa Reilly is chief investment officer 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, she is responsible for investment management oversight of the Capital Appreciation and Growth teams, as well as the Equity Capital Markets team. Prior to assuming her current position in March 2013, Melissa held various other roles with Fidelity, including that of portfolio manager of Fidelity Europe Capital Appreciation Fund, Fidelity Advisor Europe Capital Appreciation Fund, and the Europe portion of Fidelity Global Balanced Fund from 2007 to 2013, portfolio manager of Fidelity Nordic Fund from 2009 to 2011 and Fidelity Europe Fund from 2008 to 2012, and research analyst in the Global Research Group from 2004 to 2007. Before joining Fidelity in 2004, she worked as a senior vice president, portfolio manager, and International Core research analyst at Putnam Investments from 1999 to 2004, an associate in Equity Research at Morgan Stanley & Co., and as a staff consultant at Anderson Consulting, where she began her career in 1995. She has been in the investments industry since 1995. Melissa earned her bachelor of arts degree in economics from Columbia University and her master of business administration degree from the University of Chicago.

Friday, November 18, 2016

Capital Group

Panelists TBD