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2019 Capstone Student Investment Conference Speakers

   
 Richard Adams, Portfolio Manager, Everpoint Asset Management

Richard Adams, Portfolio Manager, Everpoint Asset Management

Mr. Adams has been a NYC-based Portfolio Manager for Steven Cohen's Everpoint Asset Management (formerly SAC Capital) for over 12 years, focusing on healthcare equities. He graduated with a B.S. in Finance from the University of Alabama and holds the Chartered Financial Analyst (CFA) designation.

Dan Davidowitz, Portfolio Manager, Head of Large Company Growth Team, Polen Capital

Dan Davidowitz, Portfolio Manager, Head of Large Company Growth Team, Polen Capital

Mr. Davidowitz joined Polen Capital in 2005 and is the lead Portfolio Manager for the firm’s flagship Focus Growth strategy. He is a CFA charterholder, received his B.S. in Public Health from Rutgers University, and earned his M.B.A. from the City University of New York’s Baruch College Zicklin School of Business.

C.T. Fitzpatrick, Founder, Chief Executive Officer, Chief Investment Officer, Vulcan Value Partners

C.T. Fitzpatrick, Founder, Chief Executive Officer, Chief Investment Officer, Vulcan Value Partners

Mr. Fitzpatrick founded Vulcan Value Partners in Birmingham, Alabama in early 2007 after a 17-year tenure at Southeastern Asset Management/Longleaf Partners. He serves on The University of Alabama’s President Cabinet and the Board of Visitors at the Culverhouse College of Business, where he has established the Fitzpatrick Endowed Professorship and heads the Advisory Board of the student-run Culverhouse Investment Management Group. He holds the Chartered Financial Analyst (CFA) designation, earned his M.B.A. from the Owen School of Management at Vanderbilt University, and graduated from the University of Alabama with a major in finance and minor in English.

 C. Jonathan Gattman, Founder and Managing Partner, Cloverdale Capital.

C. Jonathan Gattman, Founder and Managing Partner, Cloverdale Capital

Mr. Gattman founded Cloverdale Capital in October 2014. Prior to the firm’s launch he was a Managing Director at Highside Capital Management, a Dallas-based hedge fund, where he analyzed and traded global equities in the technology, business services, healthcare and consumer sectors. He holds a B.A. in Government from Harvard College.

Laura Geritz

Laura Geritz, Founder, Chief Executive Officer, Portfolio Manager, Rondure Global Advisors

Ms. Geritz founded Salt Lake City-based Rondure Global Advisors in 2016 and is the Portfolio Manager of the firm’s overseas developed-country and emerging-markets investment strategies. Prior to founding Rondure, she spent ten years on the international team at Wasatch Advisors where she was an analyst and portfolio manager for multiple non-U.S. strategies. She is a CFA charterholder and received a B.A. in Political Science and History and a Master’s degree in East Asian Languages and Culture from the University of Kansas.

 Billy J. Hwan, Co-Portfolio Manager, Parnassus Endeavor Fund   Mr. Hwan joined San Francisco-based Parnassus Investments in 2012 and was named co-Portfolio Manager of the firm’s Parnassus Endeavor Fund in May 2018. He earned a Bachelor's degree in Engineering from Stanford University, a Master's degree in Accountancy from the University of Houston, and an M.B.A from the University of California, Berkeley. He also holds the CPA and CFA designations.

Billy J. Hwan, Co-Portfolio Manager, Parnassus Endeavor Fund

Mr. Hwan joined San Francisco-based Parnassus Investments in 2012 and was named co-Portfolio Manager of the firm’s Parnassus Endeavor Fund in May 2018. He earned a Bachelor's degree in Engineering from Stanford University, a Master's degree in Accountancy from the University of Houston, and an M.B.A from the University of California, Berkeley. He also holds the CPA and CFA designations.

 Clay W. Manley, Portfolio Manager, Invesco Small Cap Growth  Mr. Manley has been a Portfolio Manager of the Invesco Small Cap Growth Fund since 2008, specializing in the analysis of small-cap technology stocks. A CFA charterholder, he earned a B.A. from Vanderbilt University and an M.B.A. from the Goizueta Business School at Emory University.

Clay W. Manley, Portfolio Manager, Invesco Small Cap Growth

Mr. Manley has been a Portfolio Manager of the Invesco Small Cap Growth Fund since 2008, specializing in the analysis of small-cap technology stocks. A CFA charterholder, he earned a B.A. from Vanderbilt University and an M.B.A. from the Goizueta Business School at Emory University.

 Heath Terry, Managing Director, Goldman Sachs   Mr. Terry joined Goldman Sachs as a Managing Director in 2011 and is a business unit leader for the Technology, Media and Telecom Group in Global Investment Research as well as the senior equity research analyst covering the Internet sector. He earned an M.B.A. from Columbia Business School and a Bachelor of Science in Finance from the University of Alabama, where he now serves on the university’s President’s Cabinet. He also holds the Chartered Financial Analyst designation.

Heath Terry, Managing Director, Goldman Sachs

Mr. Terry joined Goldman Sachs as a Managing Director in 2011 and is a business unit leader for the Technology, Media and Telecom Group in Global Investment Research as well as the senior equity research analyst covering the Internet sector. He earned an M.B.A. from Columbia Business School and a Bachelor of Science in Finance from the University of Alabama, where he now serves on the university’s President’s Cabinet. He also holds the Chartered Financial Analyst designation.

 Joel Tillinghast, Portfolio Manager, Fidelity Investments  Mr. Tillinghast is the Lead Portfolio Manager of the $33 billion (assets) Fidelity Low-Priced Stock Fund, which he founded and has managed since 1989. He holds a B.A. from Wesleyan University and an M.B.A. from Northwestern.

Joel Tillinghast, Portfolio Manager, Fidelity Investments

Mr. Tillinghast is the Lead Portfolio Manager of the $33 billion (assets) Fidelity Low-Priced Stock Fund, which he founded and has managed since 1989. He holds a B.A. from Wesleyan University and an M.B.A. from Northwestern.

 Amit Wadhwaney, Founding Partner and Portfolio Manager, Moerus Capital Management   Mr. Wadhwaney founded global investment-management firm Moerus Capital in 2015 after 13 years as the Portfolio Manager of Third Avenue Management’s International Value Fund. He holds an M.B.A. from The University of Chicago, B.S. degrees in Chemical Engineering and Mathematics from the University of Minnesota, and B.A. and M.A. degrees from Concordia University.

Amit Wadhwaney, Founding Partner and Portfolio Manager, Moerus Capital Management

Mr. Wadhwaney founded global investment-management firm Moerus Capital in 2015 after 13 years as the Portfolio Manager of Third Avenue Management’s International Value Fund. He holds an M.B.A. from The University of Chicago, B.S. degrees in Chemical Engineering and Mathematics from the University of Minnesota, and B.A. and M.A. degrees from Concordia University.

 Thyra Zerhusen

Thyra Zerhusen, Chief Executive Officer, Chief Investment Officer, Fairpointe Capital

Ms. Zerhusen is the Chief Executive Officer and Chief Investment Officer of Fairpointe Capital LLC, which she founded in 2011 and where she also serves as the lead Portfolio Manager for the firm’s Mid-Cap Equity and ESG Equity strategies. She received an M.S. degree from the Swiss Federal Institute of Technology with concentrations in life sciences, biotechnology, and economics, and holds an M.A. in Economics from the University of Illinois.