The Undergraduate WIN conference will feature distinguished keynote speakers/panels from our platinum sponsors, AQR, Capital Group, Fidelity Investments, and Harris Associates.
Thursday, September 24, 2020
Managing Director, AQR Capital Management
Marianne Love is a Managing Director at AQR Capital Management, where she is a senior member of the firm’s Client Strategies team, collaborating with institutional investors throughout the U.S. and Canada. In this role, she is responsible for overseeing existing client relationships, advising on asset allocation, portfolio construction and AQR’s investment strategies. Marianne sits on the Steering Committee of the AQR Women’s Initiative Network (“WIN”) and co-chairs the Women’s Recruiting Pillar. Prior to AQR, Marianne was the Head of East Coast Client Advisory and Marketing at Greenline Partners and a client advisor at Bridgewater Associates. Earlier, in Goldman, Sachs & Co.’s Pension, Endowment and Foundation Group, she developed custom cross-asset solutions for clients. She began her career as an analyst in Goldman Sachs’ Corporate Treasury. She earned an A.B. in economics from Princeton University, graduating magna cum laude, and an M.B.A. from Harvard Business School.
Fidelity Investment Keynote
Friday, September 25, 2020
Capital Group Keynote Panel
Lee Chu is a fixed income investment analyst for Capital Group with research responsibility for municipals, specifically the state and local government, higher education and tribal gaming sectors. She has 11 years of investment experience, all with Capital Group. Lee began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. Prior to joining Capital, she spent a year in South Korea on a Fulbright Scholarship, awarded by the U.S. Department of State. She holds a bachelor’s degree in psychology with honors from Brown University, graduating magna cum laude. Lee is based in Los Angeles.
Cyana Chilton is an equity investment analyst at Capital Group with research responsibilities for diversified banks, asset management & custody banks, investment banking & brokerage in the U.S. and exchanges in the U.S., Europe and Asia. She has six years of investment industry experience, all with Capital Group. Cyana began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. She holds a bachelor’s degree in international relations from Stanford University. Cyana is based in New York.
Alice Davison is a senior business leader at Capital Group, where she oversees the Capital Associates Program and Fundamental Research Group. Most recently at Capital, Alice worked as a director on the talent acquisition team, with responsibility for global, investment group recruiting. Before working in HR, she was a fund administrator and consultant for Capital Research International, and a manager of The Associates Program (TAP), a two-year series of work assignments in various areas of the organization. Alice was also a previous TAP participant. She holds an MBA with distinction from the Stern School of Business at New York University and a bachelor’s degree in economics from Bowdoin College. Alice is based in New York.
Kaitlyn A. Murphy is an equity investment analyst at Capital Group with research responsibility for U.S. chemicals and automobile & components manufacturers and railroads for the U.S. and Canada. She has 15 years of investment experience, all with Capital Group. Kaitlyn began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. She holds a bachelor’s degree in organizational studies, with a focus on international relations from Brown University. Kaitlyn is based in Los Angeles.
Lisa Thompson is an equity portfolio manager at Capital Group. She has 31 years of investment experience and has been with Capital Group for 25 years. Earlier in her career, as an equity investment analyst at Capital, Lisa covered companies in Latin America, emerging Europe, West Asia and Africa. Before joining Capital, Lisa was a securities analyst at Goldman, Sachs & Co. She was also a securities analyst and quantitative analyst at the Nomura Research Institute in New York. She holds a bachelor’s degree in mathematics from the University of Pennsylvania and the Chartered Financial Analyst® designation. Lisa is based in New York.
Harris Associates Keynote
Partner, Portfolio Manager and Director of U.S. Research
Win Murray has been a co-manager of the Oakmark Select Fund (OAKLX) since 2013. He also serves as the director of U.S. research at Harris Associates L.P.
He joined Harris Associates in 2003 as an equity analyst after working in investment roles at Colonial Management Associates, Federated Investors and ASB Capital Management.
Mr. Murray holds a B.A. in Russian/East European studies from the University of North Carolina (1992) and an M.B.A. from Georgia State University (1996).
Harris Associates L.P. is an investment management firm with approximately $86 billion in assets under management as of June 30, 2020, and is best known as the investment adviser to the Oakmark Funds. The firm has a 44-year history of delivering excellent results for clients through its value investing philosophy and deep fundamental research.