Weekly Speakers
Maris Ogg is a founding principal of Tower Bridge Advisors. Her primary role is that of an analyst and portfolio manager and she is a member of the firm’s Investment Committee. She also oversees the daily activities of the firm. Prior to joining Tower Bridge, Ms. Ogg was a founder, president and Chief Investment Officer of Radnor Capital Management. Most recently she served as Director of Research for the investment firm, Boenning & Scattergood and she held the same position at W.H. Newbolds from 1986 to 1989. Ms. Ogg is a past President of the Financial Analysts of Philadelphia and served as the Easter Region Representative for AIMR. She was a member of the Board of Directors of Boenning & Scattergood. Ms. Ogg received her BS in Finance and MBA from The Ohio State University.
Mr. Sheppard has nearly 30 years of experience in the financial services industry, and has held a variety of positions at firms serving both institutional and private clients. He was previously with NorthStar Asset Management, a wealth management company serving individuals, families, endowments and foundations, where he was responsible for portfolio management, equity strategy and research. Prior to NorthStar, Mr. Sheppard was a Vice President at Credit Suisse First Boston where he was responsible for equity sales and trading for middle market accounts in the Mid Atlantic Region. Before joining Credit Suisse First Boston he was a Managing Director at Deutsche Bank Alex Brown where he headed the Philadelphia Institutional Sales Office.
Rich is responsible for the general oversight of Friends Fiduciary’s various pooled investment funds. He provides due diligence and analysis on issues related to asset allocation, manager performance and reporting, and socially responsible investing (SRI). Rich also plays a central role in FFC’s relationship management and marketing strategies.
A 30-year veteran of the investment industry, Rich has experience in the major facets of investment management including portfolio management, equity research and new business development. He has worked with various faith-based organizations since 1999, investing their portfolios in a socially conscious manner.
Module 3 will discuss the metrics used in determining the undervaluation of a stock. It will discuss the reasons why they are important to specific industries, will talk about how to use the metrics to perform a relative valuation, and how to determine if a stock may be deemed undervalued.
Module 2 will discuss investor relations sites, where to find them, why they are important and how to disseminate the information in a way that is pertinent to potential or current investors.
Module 1 will discuss Yahoo Finance and how useful it can be as a tool to gather information pertinent to investors. Something as simple as Yahoo Finance is often overlooked by students but it is quite complex once the intricacies of the site are exposed. The module will also discuss information about some of the financial metrics that are typically listed on a company’s tearsheet.
Suzanne Dugan has been in Philadelphia Institutional Equity sales for 25 years. She leads a five person team that is responsible for equity relationships between Citi and Trowe Price, Blackrock, St of NJ Pension, Dupont Pension, Delaware Macquarie, Turner Investments and other local asset mgrs, hedgefunds, pensions in the mid atlantic.
Welcome back everyone! The Temple University Investment Association invites you to attend our first meeting on January 30 from 12:00PM-12:50PM in Alter Hall Room 32. At this Information Session you will learn a broad overview of our organization, how we are structured, benefits of joining and how you can become a member. If you are interested in joining our organization, please print out our TUIA Membership form above by clicking on the “How To Join” tab, and bring it to the meeting on January 30.
If you have any questions, click the contact tab at the top of this page or email Jordan Long at jlong@theowlfund.com. Thanks and we look forward to seeing you on Wednesday.
The William C. Dunkelberg Owl Fund
Joe Arns has been a research analyst at Tower Bridge Advisors since 2008. Prior to Tower Bridge, Joe spent three years at Bank of America Securities as an equity research analyst covering the media industry. Prior to Bank of America, Joe spent two years doing equity research at the Susquehanna Financial Group. Joe began his career as an investment banking analyst at Citigroup and graduated with a B.S. from the Wharton School of Business at the University of Pennsylvania.
Information Session
Welcome back everyone! The Temple University Investment Association invites you to attend our first meeting on September 5 from 12:00PM-12:50PM in Alter Hall Room 231. At this Information Session you will learn a broad overview of our organization, how we are structured, benefits of joining and how you can become a member. If you are interested in joining our organization, please print out our TUIA Membership form above by clicking on the “How To Join” tab, and bring it to the meeting on September 5. If you have any questions, please email Natalya King atinquiry@theowlfund.com. Thanks and we look forward to seeing you on Wednesday.
If you have any questions, click the contact tab at the top of this page or email Natalya King atinquiry@theowlfund.com. Thanks and we look forward to seeing you on Wednesday.
The William C. Dunkelberg Owl Fund
Maris Ogg is a founding principal of Tower Bridge Advisors. Her primary role is that of an analyst and portfolio manager and she is a member of the firm’s Investment Committee. She also oversees the daily activities of the firm. Prior to joining Tower Bridge, Ms. Ogg was a founder, president and Chief Investment Officer of Radnor Capital Management. Most recently she served as Director of Research for the investment firm, Boenning & Scattergood and she held the same position at W.H. Newbolds from 1986 to 1989. Ms. Ogg is a past President of the Financial Analysts of Philadelphia and served as the Easter Region Representative for AIMR. She was a member of the Board of Directors of Boenning & Scattergood. Ms. Ogg received her BS in Finance and MBA from The Ohio State University.
This week the TUIA is hosting Andrew Williams, CIO and Portfolio Manager at Philadelphia International Advisors, LP. Mr. Williams has thirty-one years of investment industry experience and is the founder of PIA’s strategy. As CIO, Mr. Williams oversees the investment team at PIA and is involved in portfolio management and research functions. Prior to PIA, Andrew Williams served as the Director of Research for The Glenmede Trust Company. Prior to that, he was Vice President of investment research at Lehman Brothers in New York and Research Analyst at Provident National Bank (now PNC Bank). Mr. Williams received his B.A. from Trinity College and his M.B.A from Temple University.
This week the TUIA is hosting Cindy Axelrod, a Research Analyst for Glenmede Investment Management, LP. As a research analyst, Cindy Axelrod primarily covers the consumer staples and healthcare industries. Prior to joining Glenmede, Cindy Axelrod was vice president at BlackRock, Inc were she co-managed their small cap value fund. Prior to BlackRock she was a Principal and Director at 1838 Investment Advisors were she co-managed their samll cap value fund, and prior to that she worked as a equity generalist at Friess Associates of Delaware. Cindy Axelrod has an M.B.A in investment management and a B.S in finance, both from Drexel University. Cindy Axelrod also holds a Chartered Financial Analyst designation.
This week the TUIA is hosting Daniel Cook, Senior Portfolio Manager at The Swarthmore Group. Mr. Cook manages the firm’s Core Equity and Large Cap Growth Equity strategies and is a member of the Investment Policy Committee. Prior to joining the Swarthmore Group, Mr. Cook was Managing Director, Portfolio Manager and founding member of StoneRidge Investment Partners, LLC where he covered the Information Technology and Communication Services sectors for Large and Small Cap securities. Prior to StoneRidge, Mr. Cook was a member of the equity portfolio management team with Meridian Investment Company. Mr. Cook has a B.S. degree in Business Administration with a major in Accounting from West Chester University.
Welcome back everyone! The Temple University Investment Association invites you to attend our first meeting on January 25 from 12:00PM-12:50PM in Alter Hall Room 233. At this Information Session you will learn a broad overview of our organization, how we are structured, benefits of joining and how you can become a member. If you are interested in joining our organization, please print out our TUIA Membership form above by clicking on the “How To Join” tab, and bring it to the meeting on January 25.
If you have any questions, click the contact tab at the top of this page or email Natalya King atinquiry@theowlfund.com. Thanks and we look forward to seeing you on Wednesday.
The William C. Dunkelberg Owl Fund
This week the TUIA is hosting John Kichula, Research Analyst at Glenmede Investment Management. Mr. Kichula focuses on the financial services industry and joined the parent company, Glenmede Trust Company in 2002. Prior to joining Glenmede Trust Company, Mr. Kichula was a vice president and member of the emerging value team at BlackRock, Inc., managing small and mid-cap equity funds, focusing primarily on the financial services industry. Mr. Kichula is a magna cum laude graduate from Brown University with a Sc.B. in applied mathematics and economics.
This week the TUIA is hosting Kurt Brunner, Equity Portfolio Manager at the Swarthmore Group. Mr. Brunner, oversees the firm’s Core Equity and Large Cap Growth Equity strategies. He has over twenty years of investment and research experience. Prior to joining the Swarthmore Group in 1998, Mr. Brunner was an analyst and assistant portfolio manager for PNC Equity Advisory Company. He received his B.B.A. in Finance from Temple University, and an M.B.A in Finance from Widener University.
This week the TUIA is hosting Andrew Williams, CIO and Portfolio Manager at Philadelphia International Advisors, LP. Mr. Williams has thirty-one years of investment industry experience and is the founder of PIA’s strategy. As CIO, Mr. Williams oversees the investment team at PIA and is involved in portfolio management and research functions. Prior to PIA, Andrew Williams served as the Director of Research for The Glenmede Trust Company. Prior to that, he was Vice President of investment research at Lehman Brothers in New York and Research Analyst at Provident National Bank (now PNC Bank). Mr. Williams received his B.A. from Trinity College and his M.B.A from Temple University.
This week the TUIA is hosting Richard Yamarone, Economist at Bloomberg Television. Richard Yamarone is an economist with more than two decades of experience on Wall Street, he focuses on monetary & fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions for Bloomberg Brief: Economics. Mr. Yamarone is the creator of the Bloomberg Orange Book – a compilation of macroeconomic anecdotes collected from comments CEOs and CFOs made on quarterly earnings conference calls. He has taught macroeconomics and economic indicators at several colleges and institutions. He has also served as president of the prestigious Downtown Economists Club of New York City. Mr. Yamarone is author of Trader’s Guide to Key Economic Indicators, and he was featured as one of the top 10 economists in the U.S by USA Today in 2007. Additionally, in 2008, Bank Advisor Magazine called him “Nostradamus of the Financial Industry,” for his prediction of the financial crises.
This week the TUIA is hosting Paul M. Mecray, Managing Director of Tower Bridge Advisors. Mr. Mecray is responsible for equity analysis and portfolio management. In the past, Mr. Mecray was a Global Research Analyst specializing in the oilfield services, engineering & construction, and trucking industries at Wellington Management Company, LLP. Mr. Mecray served as President of both the National Association of Petroleum Investment Analysts and the Financial Analysts of Philadelphia. In 1998, he was voted Best of Buyside by Institutional Investor Magazine. Mr. Mecray has a B.A from Princeton University and an M.B.A from Wharton School at the University of Pennsylvania.
