Wharton Investment Management Conference

The Wharton Investment Management Conference (WIMC) strives to bring together investors in all stages of their journeys to exchange ideas and share experiences. The Conference invites MBAs from programs across the country, investment management professionals, and the academic community. We aim to create a platform for investors to share their views of the market and investment philosophies.

 

Keynote Speaker: Will Danoff

Will Danoff joined Fidelity Investments in 1986 and has been managing the Fidelity Contrafund since 1990. Along with managing Contra, Will also manages several other Fidelity funds totaling assets of more than $190 billion. In 2007, Morningstar named Will “Domestic Stock Manager of the Year". Will is dedicated to the long-term benefits of active management. During his 32-year manager tenure, the Fidelity Contrafund (FCNTX) has averaged an incredible 12.56% annualized average return, more than 2% greater than the annual returns from the benchmark S&P 500 Index.

 

Featuring:

Macro: Blerina Uruçi (T.Rowe Price Chief US Economist), Jason Armstrong (Comcast CFO), Prof. Stephan Dieckmann (Wharton Faculty, Moderator)

Best Ideas Pitches: Bill Weber (Cooke & Bieler Partner & PM), Gor Ter-Grigoryan (Sellaronda Global CIO), Ryan Anderson (Fidelity Tech Analyst)

Lunch: 20min with Richard Perry (Perry Capital President, CEO)

Starting a New Fund: Ed McBride (Centiva Capital CIO & Co-Founder), Jay Kahn (Flight Deck Capital Founder), Ram Parameswaran (Octahedron Capital Founder, PM), Vivek Goyal (Altimeter Capital Principal, Moderator)

Investing Philosophies: Grant Gao (EJF Capital MD, EJF China CEO), Mira Muhtadie (Willoughby Capital CIO), Rob Gould (Meritage Managing Director), Sean O'Malley (Cadian Capital Head of Strategy and Business Development, Moderator)

Emerging Markets: Nicole Wiley (100 Women in Finance COO and Chief Development Officer, Moderator), Santiago Jariton (Emerging Variant Founder and PM), Sharif Atta (SQM Frontier Co-Founder & PM), Wei Guo (Whale Rock Sector Head)

 

Agenda:

09:30am: Check In

10:00am: Welcome

10:05am: Keynote Speech

11:00am: Macro Panel

12:00pm: Best Ideas Pitches

01:00pm: Lunch

01:40pm: Ask Me Anything: Richard Perry

02:15pm: Starting a New Fund

03:15pm: Investment Philosophies

04:30pm: Emerging Market Panel

05:15pm: Reception

 

File Attachments: Wharton_IM_Conference_Program_vFF

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