Temple University Investment Association

Weekly Speakers

The William C. Dunkelberg Owl Fund logo

Emily Riley: Senior Vice President, Radian Group Inc.

Capital Markets Room | Friday, February 19th, 2016 (03:00PM - 03:50PM)

As senior vice president of corporate communications and investor relations at Radian Group Inc., Emily Riley directs investor relations, public relations and brand strategy for Radian.

Ms. Riley first joined Radian in 1995 and served in various corporate communications, investor relations and reputation management roles until 2007, when she joined Rohm and Haas Company as manager of financial communications. Ms. Riley returned to Radian in 2009, and was promoted to her current role in 2013.

Ms. Riley holds a bachelor’s degree in communications from Rutgers University and a master’s degree in corporate public relations from Rowan University. She is a member of the National Investor Relations Institute (NIRI) and serves on the Board of the Philadelphia Chapter.

Ed Blumenthal: Executive Vice President, Stedmark Partners

Alter Hall Room 34 | Wednesday, February 17th, 2016 (12:00PM - 12:50PM)

Ed joined Janney in 1996. He is an Executive Vice President/Wealth Management with Stedmark Partners, is an Accredited Wealth Management Advisor and a member of the Firm’s CEO Roundtable.

Ed is listed as one of America’s “Top 1,000 Financial Advisors” in the February 2013 Special Edition of Barron’s and the 2014 (“Top 1,200 Advisors”) issues. Ed was recognized in the 2011 and 2012 editions of the Reader’s Choice section of SmartCEO Magazine as a Top Wealth Manager. On November 12, 2010, the Philadelphia Business Journal named Ed as one of the “Top Financial Advisors in Greater Philadelphia” and in the December 2006 and 2007 editions of On Wall Street Magazine, he was listed among the country’s “Top Advisors Under 40.” Along with Mark Eskin, Ed received Janney’s 2007 “Financial Consultant Award of Excellence,” the Firm’s highest honor, for outstanding dedication and commitment to clients. He was a founding member of the Firm’s Blue Bell branch and served as its Assistant Branch Manager.

He is a member of the Philadelphia Estate Planning Council. Ed has spoken at the SIFMA Conference (Securities Industry and Financial Markets Association) on the topic of team building among financial service professionals. Ed has been a frequest speaker at local Universities on a range of financial topics. Ed is a board member and serves on the Executive Committee of the Eastern Pennsylvania/Delaware Regional Chapter of the Anti-Defamation League. He has also served on the board of Congregation Beth Tikvah-B’nai Jeshurun and was the chair of the Adult Education Committee. Ed is an active member of the National Multiple Sclerosis Society, Greater Delaware Valley Chapter Planning Team for the MS City to Shore Bike Tour, and teaches bike safety as a certified instructor with the League of American Bicyclists.

Owl Fund Newsletter Fall 2015

Suzanne Dugan: Managing Director, Citi Group

Alter Hall Room 34 | Wednesday, February 10th, 2016 (12:00PM - 12:50PM)

Suzanne Dugan is a Managing Director at Citi in Institutional Equity Sales. She has been in Institutional Equity sales for over 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 managers, hedgefunds, pensions in the mid atlantic.

Clayton Slivka: Account Director, Thomson Reuters

Capital Markets Room | Friday, January 23rd, 2016 (03:00PM - 03:50PM)

Clayton Slivka graduated in 2012 from SUNY Buffalo with a Bachelor in Finance and Marketing. He entered Thomson Reuters upon graduation as a Buyside Associate. During the last three years, he went through the positions of Client Specialist, New Business Direct, Sales Specialist – Commodities and Energy and Account Director – position he occupies since July 2014. Clayton Slivka will come to the Owl Fund to give us his insights on life after graduation and on Thomson Reuters, the world’s leading source of intelligent information for businesses and professionals.

Maris Ogg: CFA., President of Tower Bridge Advisors

Alter Hall Room 32 | Wednesday, September 30th, 2015 (12:00PM - 12:50PM)

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.

Chip Sheppard: Senior VP & Director of Investment Research of Pennsylvania Trust

Alter Hall Room 32 | Wednesday, December 2nd, 2015 (12:00PM - 12:50PM)

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 Kent: Chief Investment Officer at Friend’s Fiduciary

Alter Hall Room 606 | Wednesday, March 6th (12:00PM - 12:50PM)

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.

Suzanne Dugan, Managing Director of Equity Sales at Citi

Alter Hall Room 32 | Wednesday, February 6th (12:00PM-12:50PM)

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.

Joe Arns, CFA., Research Analyst at Tower Bridge Advisors

Alter Hall Room 32 | Wednesday, October 3rd (12:00PM - 12:50PM)

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.

Andrew Williams, CIO and Portfolio Manager, Philadelphia International Advisors

Alter Hall Room 234 | Wednesday, March 21 (12:00PM - 12:50PM)

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.

Daniel Cook, Senior Portfolio Manager, The Swarthmore Group

Alter Hall Room 233 | Wednesday, February 1st (12:00PM - 12:50PM)

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.

John R Kichula, CFA. Research Analyst, Glenmede Investment Management LP.

Alter Hall Room 233 | Wednesday, November 30th (12:00PM - 12:50PM)

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.

Kurt Brunner, CFA. Portfolio Manager, Swarthmore Group

Alter Hall Room 233 | Wednesday, November 16th (12:00PM - 12:50PM)

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.

Richard Yamarone, Economist for Bloomberg Television

Alter Hall Room 233 | Wednesday, October 14th, 2015 (12:00PM - 12:50PM)

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.

Paul M. Mecray III, Managing Director of Tower Bridge Advisors

Alter Hall Room 233 | Wednesday, October 12th (12:00PM - 12:50PM)

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.

Leo Helmers, Managing Director and Head of Carlyle Mezzanine Partners

Alter Hall Room 233 | Wednesday, September 31st (12:00PM - 12:50PM)

This week the TUIA is hosting Leo Helmers, Managing Director and Head of Carlyle Mezzanine Partners. Prior to joining Carlyle in August 2003, Mr. Helmers was Senior Vice President with TCW/Crescent Mezzanine Partners and Trust Company of the West and Managing Director of Hamilton Lane Advisors, Inc. Currently, Mr. Helmers is a member of the Board of Directors of Shari’s Management Corporation, Targus Group International, Inc. and Taylor-Wharton International, Inc. and a Board Observer of Hawkeye Concrete Products Company. Mr. Helmers received his M.B.A from Temple University and a B.S from Lafayette College. He is a CFA charter holder.

Ted Aronson, Managing Principal at AJO Partners

Alter Hall Room 233 | Wednesday, September 14th (12:00PM - 12:50PM)

This week the TUIA is hosting Ted Aronson, Managing Principal at AJO Partners. Aronson Johnson Ortiz was established in 1984 and is located in Philadelphia. AJO is an institutional investment manager that manages tax-exempt, separate-account portfolios of value-oriented U.S equities. AJO currently has ninety clients and 19 billion dollars under management. Prior to founding AJO, Ted Aronson joined Drexel Burnham Investment Advisors, where he was a member of its Quantitative Equities Group. In the past Ted was chair of the CFA Institute and a Lecturer in Finance at The Wharton School. Currently, Ted is involved with portfolio management, administration, client service, and marketing; additionally, he is a trustee of Spelman College and chair of its investment committee. Ted is both a CFA charter holder and a Chartered Investment Counselor. Ted has both an MBA and BS from Wharton.

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