Speakers

Check back frequently for speaker updates. Speaker program subject to change.

Seth Klarman

Chief Executive Officer
The Baupost Group

Li Lu

Founder & Chairman
Himalaya Capital

Clifton Robbins

Founder & Chief Executive Officer
Blue Harbour Group

Stephen Blyth

Professor of the Practice of Statistics
Harvard University

Joel Tillinghast

Portfolio Manager
Fidelity Management & Research Company

Barbara Ann Bernard

Founder & CIO
Wincrest Capital

Peter Brown

Co-CEO
Renaissance Technologies

Sean Cameron, CFA

Investment Officer & Analyst
MFS Investment Management, Fixed Income Strategic Solutions Group

Marc Cohodes

Head Bull Fighter
Alder Lane Farm

Django Davidson

Founding Partner
Hosking Partners

Miguel Fidalgo

Founder
Triarii Capital Management

Carol Gallagher

Partner
New Enterprise Associates

Vikram Gandhi

Senior Lecturer
Harvard Business School

Phil Hilal

Founder & Portfolio Manager
Clearfield Capital Management

Mahesh Jayakumar

Vice President & Senior ESG Investment Strategist
State Street Global Advisors

Daniel Krizek

Portfolio Manager
Surveyor Capital

Andrew Left

Founder
Citron Research

Paul Martino

General Partner
Bullpen Capital

Jason Mudrick

President & Chief Investment Officer
Mudrick Capital Management

Arvind Navaratnam

Portfolio Manager
Fidelity Management & Research Company

Shanta Puchtler, CFA

Chief Executive Officer & President
Man Numeric

Nitin Saigal

Founding Partner & Chief Investment Officer
Kora Management

Adi Sunderam

Marvin Bower Associate Professor
Harvard Business School

Suraj Srinivasan

Philip J. Stomberg Professor
Harvard Business School

Luis Viceira

George E. Bates Professor
Harvard Business School

Grant Williams

Portfolio & Strategy Advisor
Vulpes Investment Management

Jacqueline Wilton-D’Elfant

Investor Relations Manager
Transtrend

About Our Conference

Welcome to the 2018 Investment Conference hosted by the Investment Club at

Harvard Business School. This year’s speakers will discuss stock pitches,

compelling investment themes, lessons learned, along with

topics brought up by the audience during Q&A.

Our Sponsors

Platinum

Platinum

Gold

Silver

Agenda

  • Saturday, March 24, 2018

8:00 AM - 8:25 AM

Registration & Breakfast

Location:
Spangler Williams Room



8:30 AM - 9:20 AM

Opening Keynote

Speaker:
Seth Klarman (The Baupost Group)
Moderated by:
Professor Luis Viceira

Location:
Spangler Auditorium



9:30 AM - 10:20 AM

Morning Keynote

Speaker:
Clifton Robbins (Blue Harbour Group)
Moderated by:
Professor Suraj Srinivasan

Location:
Spangler Auditorium



10:30 AM - 11:20 AM

Environmental, Social & Governance Investing Panel

Speakers:
Mahesh Jayakumar (State Street)
Gerald Pambo-Awich (Prudential Financial)
Professor Vikram Gandhi (HBS)
Moderated by:
Professor Vikram Gandhi

Location:
Aldrich 110



10:30 AM - 11:20 AM

Healthcare Investing Panel

Speakers:
Daniel Krizek (Surveyor)
Stefan Vitorovic (Vida Capital)
Carol Gallagher (NEA)

Location:
Aldrich 112



10:30 AM - 11:20 AM

Quantitative Investing Panel

Speakers:
Peter Brown (Renaissance Technologies)
Jacqueline Wilton-D'Elfant (Transtrend)
Shanta Puchtler (Man Numeric)
Moderated by:
Professor Adi Sunderam

Location:
Aldrich 111



11:30 AM - 11:55 AM

Fireside Chat: Small Cap Investing

Speaker:
Joel Tillinghast (Fidelity Management & Research Company)
Moderated by:
Professor Arvind Navaratnam

Location:
Spangler Auditorium



11:55 AM - 12:20 PM

Fireside Chat: TBD

Location:
Spangler Dining Hall



12:30 PM - 1:20 PM

Networking Lunch

Location:
Spangler Dining Hall



1:30 PM - 2:15 PM

Afternoon Keynote

Speaker:
Li Lu (Himalaya Capital)

Location:
Spangler Auditorium



2:20 PM - 2:35 PM

Best Ideas: Value

Speaker:
Miguel Fidalgo (Triarii Capital Management)

Location:
Spangler Auditorium



2:35 AM - 2:50 PM

Best Ideas: Long Short

Speaker:
Phil Hilal (Clearfield Capital Management)

Location:
Spangler Auditorium



2:50 PM - 3:05 PM

Best Ideas: Emerging Markets

Speaker:
Nitin Saigal (Kora Management)

Location:
Spangler Auditorium



3:05 PM - 3:20 PM

Best Ideas: Fixed Income

Speaker:
Sean Cameron (MFS Investment Management)

Location:
Spangler Auditorium



3:30 PM - 4:20 PM

Contrarian Investing Panel

Speakers:
Jason Mudrick (Mudrick Capital)
Django Davidson (Hosking Partners)
Paul Martino (Bullpen Capital)

Location:
Aldrich 112



3:30 PM - 4:20 PM

Short Investing Panel

Speakers:
Andrew Left (Citron Research)
Marc Cohodes (Alder Lane Farm)

Location:
Aldrich 111



4:30 PM - 5:20 PM

Closing Keynote

Speaker:
Stephen Blyth (Harvard University)
Moderated by:
TBD

Location:
Spangler Auditorium



5:45 PM - 7:30 PM

Networking Happy Hour

Location:
TBD