Retired Mutual Fund Manager
Pratima is a retired fund manager with experience at Fidelity Investments as Director of Research and member of an equity team managing assets of high net worth families and charitable entities.
Matt Apkarian MBA'20
Investment Data Analyst, Fidelity Investments
Matt is a former Executive Portfolio Manager of the Babson College Fund. His professional career has been spent in several roles at Fidelity Investments, most recently as an Investment Data Analyst for Strategic Advisers.
Paurav Barot MSF’20
Analyst, Ellisville Harbour Partners
Paurav is a former Materials/Energy analyst for the Babson College Fund. He has experience as a research analyst specializing in Renewable energy and Basic materials. Paurav currently works as an analyst in the research division of Ellisville Harbour Partners.
Brittany Bascom MBA'16
Global Head of Investment Analysis, John Hancock
Brittany has experience in investment product development, asset manager selection, and investment oversight of performance and risk across retail, institutional, and retirement business globally at John Hancock.
Retired Manager, Research and Instruction
Jack has over 30 years of experience in managing, budgeting, evaluating, and utilizing information products, market data services, and third-party research services for investment management, banking, and consulting enterprises.
Lilia Chobanova MSF'18
Investment Strategy Analyst, Wellington Management
Lilia is a former member of the Quant team and was Executive Portfolio Manager of the Babson College Fund. Lilia has several years of experience in Asset Management, currently an Investment Strategy Analyst at Wellington Management.
Principal, Crowther Investment
Hugh has deep knowledge of global multi-asset class research techniques with expertise in quantitative research, building and managing portfolios, and investment technologies. He is a member of the CFA Society Boston’s Board of Directors.
Richard Grasfeder, CFA, MBA’05
Managing Director, Senior Portfolio Manager, Boston Private Wealth, an SVB company
Richard co-manages the firm’s internally managed fundamental equity strategies and heads the firm’s equity research efforts. His prior equity research experience includes sell-side research within the technology sector, and buy-side research covering technology, energy, industrials, materials, and utilities, and managing a technology sector fund.
Finance Faculty Managing Director, Stephen D. Cutler Center for Investments and Finance Faculty Director, Babson College Fund (BCF)
Patrick Gregory, CFA is the Managing Director of the Stephen D. Cutler Center for Investments and Finance, the Director of the Babson College Fund, and a Senior Lecturer in the Finance Division at Babson College. Before joining the faculty, Patrick was an institutional portfolio manager at FM Global from 2007-2015, where he managed the Healthcare, Internet, and Telecom sectors of a $6 billion equity portfolio. He was also responsible for the evaluation, selection, and ongoing evaluation of third-party investment managers.
John Hickling, CFA
Retired Hedge Fund Manager
John was a mutual fund manager at Fidelity Investments for many years, spending much of his career managing the firm’s international funds. He then launched an international long/short hedge fund that he later sold in 2007.
Warren Johnson, CFA
Retired CEO, Johnson Portfolio Group
Warren is retired after more than 40 years in the investment management business. He recently managed his firm, Johnson Portfolio Group, which provided investment strategy advice, asset allocation, and portfolio management to institutional investors.
VP, Investment Analysis, FM Global
Adam has 20 years of experience in asset management/ownership as a research analyst, client-facing portfolio manager, and allocator across a $16.5B portfolio of global equities, fixed income, and absolute return investments.
George Massey MBA’20, MSF’21
Managing Member, Ellisville Harbour Partners
George is a former Materials/Energy analyst for the Babson College Fund. While at Babson, George launched Ellisville Harbour Partners, a global, concentrated strategy investing in companies with emerging technologies in frontier markets.
Jeff Russel, CFA
Portfolio Manager, Surveyor Capital
Jeff has experience in consumer research and portfolio management at Surveyor Capital and MFS. His research focuses on the consumer, media, leisure, gaming, lodging, and airline sectors.
Managing Director, Private Equity, Fidelity Investments
Pete currently oversees all consumer private equity investing for Fidelity’s public mutual funds. Previously, Pete has managed or co-managed Fidelity’s VIP Contrafund, Fifty Fund, and Advisor Mid Cap Fund.
James Spencer, CFA '73
Former CIO, Cambridge Trust Co.
Jim has over 25 years of experience in investment management with expertise covering specialty chemicals. He is the former CIO of Cambridge Trust Company. Institutional Investor Magazine named Jim a member of its All American Research Team for eight years.
Retired Hedge Fund Manager
Holland has extensive experience as a research analyst and portfolio management for long/short equity funds, with expertise in technology, energy, and natural resource sectors.
Paul Washburn, CFA
VP, Portfolio Manager, and Head of Equities, FM Global
Paul has experience ranging from in-depth company analysis and valuation work to high-level portfolio management. Paul currently manages a $6 billion domestic equity portfolio and expertise in covering the Global Capital Goods sector.