Gary Herbert, CFA

Portfolio Manager
Brandywine Global

Gary is a portfolio manager and head of global credit. Gary joined Brandywine Global in March 2010, bringing with him over 20 years of high yield experience. Previously, Gary was a Managing Director, Portfolio Manager with Guggenheim Partners, LLC (2009-2010); a Managing Director, Portfolio Manager with Dreman Value Management, LLC (2007-2009); and an Executive Director, Portfolio Manager (1999-2007) and Associate (1994-1998) with Morgan Stanley Investment Management. Gary earned his M.B.A. with Honors from Columbia University, and a Bachelor Degree from Villanova University. He also holds his Chartered Financial Analyst certification and is a member of the Philadelphia Scholars Program Investment Committee.

Alexander S. Obaza, CFA

Vice President
T. Rowe Price

Alex Obaza is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc., and a corporate credit analyst in the Fixed Income Division. He is responsible for covering the insurance, technology and manufacturing sectors. Alex earned a B.S. in business from Wake Forest University and an M.B.A. with a concentration in finance from the University of Maryland, Robert H. Smith School of Business. He also has earned the Chartered Financial Analyst designation.

Wei Wang, CFA

Managing Partner
Triple Summit Advisors, LLC

Wei is the Co-Founder and lead portfolio manager of Triple Summit Advisors, LLC. Wei brings over 12 years of security selection, portfolio construction, and risk management experiences in the investment industry. Prior to Triple Summit, Wei was a senior investment analyst with Regiment Capital Advisors in Boston, MA, where he analyzed and sourced investment ideas in high yield bonds, levered loans, distressed debt, and special situation equities. Prior to that, Wei worked as a senior analyst in the Asset Allocation team of Grantham, Mayo, Von Otterloo & Co. LLC. Wei graduated cum laude from Harvard University with a Bachelor of Arts in Applied Mathematics, a Master of Arts in Statistics, and a Language Citation in Literary Chinese. He is also a CFA Charterholder.

Wei resides just outside of Boston, MA with his wife Elaine and their son Raymond. In his free time, Wei enjoys table shuffleboard, billiards, swimming, and reading science fiction.

Elizabeth “Libby” Wegener

Vice President and Credit Research Analyst
PIMCO

Ms. Wegener is a vice president and credit research analyst, covering media and technology companies, in the Newport Beach office. Prior to joining PIMCO in 2013, she worked in the investment banking division at Citigroup, advising media and telecom clients on mergers and acquisitions as well as capital raising deals. She has seven years of investment experience and holds an MBA from The Wharton School of the University of Pennsylvania and an undergraduate degree from Dartmouth College.

Paul Brinberg

Partner & Portfolio Manager
Balyasny Asset Management

Mr. Brinberg joined BAM in 2004 to manage a long/short media portfolio. He was made a Partner in 2007. Prior to BAM, Mr. Brinberg was a senior analyst at SAC. Prior to SAC, he was involved in business development and entrepreneurial activities in entertainment/media business and worked in investment banking at a boutique British firm - Samuel Montagu. Mr. Brinberg earned his undergraduate degree from the University of Pennsylvania (Wharton) and his MBA from Columbia.

Alexia Howard

Senior Analyst
AB Bernstein

Alexia Howard is the Senior Analyst at AB Bernstein covering U.S. Food. Before joining AB Bernstein in 2005, Alexia was a consultant with Marakon, working with leaders of consumer products companies and retailers to develop strategies, improve organizational capabilities, and allocate resources to enhance shareholder value. She has more than 10 years of consulting experience, being based in London, Continental Europe, Chicago, and on the U.S. West Coast. Her accomplishments in the food and beverage industries have included developing corporate acquisition strategies, optimizing the allocation of marketing spend across regions and media types, embedding strategic decision-making capabilities, and streamlining product portfolios. Ms. Howard earned her BA with Honours in Economics at Cambridge University, England, in 1991, and her MBA from INSEAD, France, in 1998. Ms. Howard has been recognized in Institutional Investor’s All-America Research Team every year since 2007; in 2016 she was the No. 2-ranked analyst in the Food sector.

Morgen D. Peck, CFA

Portfolio Manager
Fidelity

Morgen Peck is a portfolio manager at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In her role, Ms. Peck is responsible for co-managing Fidelity Stock Selector Small Cap Fund (since 2011) and Fidelity Series Small Cap Opportunities Fund (since 2011), and Fidelity Low-Priced Stock Fund (since 2016).

Prior to assuming her current position Ms. Peck was a domestic equity analyst at Fidelity covering small cap domestic equities. She has been in the investments industry since joining Fidelity in September 2003.

Ms. Peck earned her bachelor of arts degree in economics from Harvard University. She is also a Chartered Financial Analyst (CFA®) charterholder.

Rishi Renjen

Managing Director
Maverick

Mr. Renjen leads Maverick’s effort in consumer & business services investments. Prior to joining Maverick in 2012, Mr. Renjen was a Partner at TPG‐Axon Capital. Prior to this experience, he was a senior analyst at Glenview Capital Management LLC, a Private Equity Analyst at Warburg Pincus LLC, and a Financial Analyst at Citigroup Global Markets. Mr. Renjen graduated cum laude from The Wharton School at the University of Pennsylvania with a B.S. in Economics. Mr. Renjen is an Adjunct Assistant Professor at Columbia Business School in the Value Investing Program.

Jonathan Shapiro

Managing Director
Jennison Associates

Jonathan Shapiro is a Managing Director and research analyst on the Small and Midcap team at Jennison Associates. His responsibilities include coverage of stocks in the financials, real estate and some consumer sectors, generally with market capitalizations below $25 billion. Prior to joining Jennison in 2006, Mr. Shapiro was at Goldman Sachs, where he was a Vice President and head of the small companies/special situations research group, covering small and midcap stocks across a number of industries. Mr. Shapiro received a B.A. in History from Dartmouth College and an M.B.A. from the Wharton School of the University of Pennsylvania.

Praveen Korapaty

Head of Interest Rates Strategy
Credit Suisse

Praveen Korapaty is the Head of Interest Rates Strategy at Credit Suisse, and is based in New York. In addition to US rates, he also looks at global rates and foreign exchange on a cross-market basis. Prior to joining Credit Suisse in May 2015, Mr. Korapaty was the Head of Derivatives Strategy at JP Morgan, where he was ranked #1 in Institutional Investor rankings for several years. He was also a macro credit strategist and was involved in structuring fixed income derivative products at Lehman Brothers. Mr. Korapaty holds a Master’s degree and PhD in Financial Economics from The Wharton School, University of Pennsylvania, a Master’s degree in Operations Research from the University of Texas, Austin, and a Bachelor’s degree in Engineering from the Indian Institute of Technology, Madras.

Kenneth Michlitsch

Vice President
Morgan Stanley

Ken Michlitsch is Vice President on the investment team for the Morgan Stanley Alternative Investment Partners (AIP) Hedge Fund group, focusing on discretionary global macro and emerging markets (EM) strategies, as well as co-investments, secondaries and marketplace lending. He joined AIP in 2011 and has eighteen years of professional experience. Prior to AIP, Mr. Michlitsch was Portfolio Manager and Financials Analyst at Lumen Advisors, a multi-asset class EM hedge fund in San Francisco. Mr. Michlitsch previously was Principal at KJM Consulting, where he was on the founding team and contributed to the earliest stage development at multiple venture capital-backed medical device companies that were acquired for in excess of $1 billion. He also co-founded and served as CEO of an online marketplace that utilized a patented price discovery method he co-invented. Earlier in his career, Mr. Michlitsch served as Director of Product Strategy & Intellectual Property at JOMED, working in both Switzerland and California. He also was a Technical Advisor at Fish & Neave LLP, and a Mechanical Engineer at Lawrence Livermore National Laboratory. Ken is an inventor on 46 U.S. patents. He received SB and SM degrees in Mechanical Engineering from MIT, as well as an MBA with Honors in Finance from the Wharton School of the University of Pennsylvania.

Carlos Pro

Vice President, Global Macro Discretionary Portfolio Management & Research
AQR Capital Management

Carlos Pro is a Vice President at AQR’s Global Macro Portfolio Management and Research team in Greenwich, focusing on discretionary macro investments. Prior to AQR, he was an Interest Rate Strategist at Credit Suisse covering US, European and UK rates markets and inflation-linked strategies. Prior to that, he was an FX and fixed income derivatives transactor at Citigroup in Lima, specializing in cross-currency swaps and short-term arbitrage. Before that, he led the investment analysis training unit at the Ministry of Economy & Finance of Peru and the research effort at Pacific Credit Rating, a regional rating agency. Carlos holds a Bachelor’s degree in Economics from Universidad del Pacifico in Lima where he graduated in 2001, and a dual MBA/MPA degree from the Wharton School and Harvard Kennedy School where he graduated in 2011.