Gain Hands-on Portfolio Management Skills

Pratima Abichandani

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.

Aditya Agarwal ‘22

Private Equity Associate, NexPhase Capital

Aditya is a former Consumer analyst for the Babson College Fund. He has experience in private equity as a buyout investor for software and services, healthcare, and consumer businesses. Prior to NexPhase Capital he worked at HabourVest focused on evaluating and modeling investment opportunities across a variety of industries as part of the Direct Investment team.

Matthew Apkarian MBA'20, CFA 

Investment Manager, Strategic Advisors, 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 and Cerulli Associates, with experience in investment data, investment product development, and asset allocation.

John Bailer '92, CFA 

Deputy Head of Equity Income, Portfolio Manager, Newton Investment Management Group 

John has over 30 years’ experience in portfolio management. He is currently the lead portfolio manager for U.S. dividend-oriented and large cap equity strategies. In addition, John functions as a senior research analyst on the Dynamic Large Cap Value strategy. He’s also responsible for creating the Income Stock strategy to meet demand from clients seeking attractively valued higher dividend income while not sacrificing dividend growth. 

Edward Ciancarelli '00, CFA

Principal & Senior Portfolio Manager, The Colony Group

Edward has over twenty years of experience in equity research and portfolio management. He currently manages The Colony Group’s Small Cap, International Developed, and Emerging Market strategies. In his prior role at Eaton Vance, he conducted fundamental research on European and Japanese equities across all sectors with a focus on financials and technology.

Richard Grasfeder MBA'05, CFA

Managing Director, Senior Portfolio Strategist, First Citizens Bank

Richard is responsible for economic analysis, asset allocation analysis, portfolio management and strategy, and individual equity analysis. 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.

Patrick Gregory, CFA

Managing Director, Stephen D. Cutler Center for Investments and Finance, Faculty Director, Babson College Fund Director, Professor

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. 

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.

Edward Perkin

Former Chief Investment Officer, Morgan Stanley 

Edward is a former Chief Investment Officer at Morgan Stanley and prior to that with Goldman Sachs. He has over twenty-five years of industry experience across multiple asset classes with a focus on equities, managing portfolios for high-net-worth individuals, endowments, foundations, family offices, non-profit organizations and institutional investors. 

Peter Saperstone

Partner, Greycroft

Pete is currently a Partner at Greycroft, leading their crossover investment strategy. Prior to that, he spent 26 years at Fidelity Investments, most recently as the Managing Director for their late-stage private equity group. He also has extensive experience managing or co-managing Fidelity’s Contrafund, Balanced fund, Fifty fund, and Mid Cap fund and several sector-based funds.  

James Spencer '73, CFA

Former SVP & Chief Investment Officer, Cambridge Trust Company

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. 

Holland Ward MBA'98

Retired Hedge Fund Manager

Holland has extensive experience as a research analyst and portfolio manager for long/short equity funds, with expertise in technology, energy, and natural resource sectors.