UGA Terry Stock Pitch Competition
Date: Spring 2020
The winner of the 2019 Stock Pitch Competition was the University of Virginia Team (Shutterfly). More details regarding the 2019 Competition are provided below. We will provide more details for the 2020 competition in the coming months.
Matthew Hereford is a Vice President and Principal of Atlanta Capital
Management. He serves as a portfolio manager for Atlanta Capital's Small Cap, SMID Cap and
Select Equity portfolios. He is also a member of the Management Committee. Prior to joining
Atlanta Capital in 2002, Mr. Hereford worked for five years at INVESCO where he was
responsible for managing their Concentrated Equity Portfolio. Mr. Hereford is a graduate from
the University of Mississippi, where he earned a Bachelor of Business Administration degree in
International Business. Mr. Hereford holds the Chartered Financial Analyst designation and is a
member of the Atlanta Society of Finance and Investment Professionals.
Born and raised in Johannesburg, South Africa, Anthony Raab attended Duke
University and received his Bachelor of Arts degree in Economics in 2003. He was a part of the
Duke men’s golf team. He worked at the Trust Company of the West in New York City from
2003 to 2007, where they used a US small and large cap relative value strategy with over
$20 Bn. Mr. Raab was an analyst covering energy and materials. From 2007 to 2014, he worked
at Perimeter Capital as an Analyst and Portfolio manager, using small cap strategies.
Currently, he is an analyst at Masters Capital, where his team uses a long/short equity strategy.
They often use options to express short term trading ideas.
Toby Chambers has 23 years of professional experience including 17 as a
private equity investor. While at Roark Capital and Rhône Group, Toby was responsible for all
aspects of the private equity investment process including transaction sourcing, due diligence,
structuring, negotiation and execution of investments, and oversight of portfolio companies. He
is a former board member of several companies, including Quala (industrial services), Batteries
Plus Bulbs (specialty retail), PSC Info Group (business services), GFL Environmental
(environmental services), Solterra Recycling Solutions (environmental services), Home Service
Store (consumer services), Primus International (light manufacturing), and McAlister’s Deli
(restaurant chain), among others. Toby is a trustee of Episcopal High School in Alexandria,
Virginia and serves on its investment committee.
Craig Inman, CFA, is an analyst on the Artisan Partners U.S. Value Team. In this
role, he conducts fundamental research as a generalist. Prior to joining Artisan Partners in
February 2012, Mr. Inman was a trader and analyst at Reicon Capital since February 2002. Mr.
Inman began his investment career in 1999 as a trader at ING Investment Management. Mr.
Inman holds a bachelor’s degree in business from Wake Forest University.
Mr. Egan joined Montag & Caldwell in 2015 and currently serves as an assistant
Vice President and Security Analyst. Prior to Montag & Caldwell, he was a consultant with
PricewaterhouseCoopers in the transaction services valuation practice as well as a security
analyst at New Constructs, a boutique sell side research firm. Mr. Egan graduated from Emory
University with a Master of Business Administration and the University of Georgia with a
Bachelor of Arts. His professional affiliations include the CFA Institute and the Atlanta Society
of Finance and Investment Professionals.
Mr. Pearson is a Portfolio Manager responsible for the consumer/industrials
sector. Mr. Pearson began his career at GMT Capital as an intern in 2011 and has since served in
various capacities as a research analyst and Vice President before his promotion to his current
role. Prior to joining GMT Capital, Mr. Pearson was employed at Arcapita and SunTrust
Robinson Humphrey. In total, Mr. Pearson has 12 years of experience analyzing investments in
the financial industry. Mr. Pearson earned a BBA in Finance from University of Georgia and an
MBA from Wharton.
Ryan is a principal and portfolio manager at Privet Fund Management,
focusing on event driven, value-oriented investing. His firm relies on being highly active and
taking concentrated positions in public companies in order to influence the decisions of the board
to maximize shareholder wealth.
Will McGough is a Portfolio Manager and leads the quantitative and
qualitative analysis along with implementation of model-driven decisions to fulfill Stadion’s
investment product mandates. Stadion’s proprietary money management focuses on asset
allocations using ETFs and liquid alternative strategies designed to minimize risk while
achieving investor objectives. Known for its participant level, customized retirement solutions,
Stadion’s retirement asset allocation strategies blend the best of both strategic and tactical asset
allocation into tailored 401k managed accounts or multiple glidepath Target Date solutions.
Stadion’s retail strategies, designed to complement low-cost passive holdings, follow unique and
differentiated processes of Trend-Following, Sharpe Ratio Analysis, and Alternatives. Will
received his BBA in Finance from the University of Georgia and holds the Chartered Financial
Analyst designation. Will is a member of the CFA Institute, the CFA Society of Atlanta, the
American Association of Professional Technical Analysts, National Association of Active
Investment Managers, the UGA Alumni Association and National Eagle Scout Association.
Keith is currently a Portfolio Manager and the CIO of Invictus Capital
Partners. Prior to this, he was an Associate Portfolio Manager and Senior Investment Analyst at
Herndon Capital Management from January 2014 to October 2017. From 2004 to 2014, Keith
worked as a Portfolio Manager and Equity Analyst for Retirement Systems of Alabama. Keith
earned his BS degree at the University of Alabama for Investment Management Finance, and he
also has an MBA in Finance from Auburn University.
Anuja R. Singha is CIO and Portfolio Manager at Haven Global Partners, LLC,
a boutique asset management firm specializing in international equities. Prior to Haven Global
Partners, she was a Portfolio Manager for International Developed and Emerging Market
Investment Strategies at Herndon Capital Management. Anuja started her career in 1998 as an
equity analyst at Invesco. Over the span of 16 years at Invesco, her responsibilities evolved to
include risk management, valuation model, equity analysis and portfolio management with focus
on US, International Developed and Emerging Market large cap as well as International small
cap equities. Anuja earned a Bachelor of Arts from Mills College and a Doctor of Philosophy
(Ph.D.) in Economics from Emory University. Anuja has been published in the International
Review of Law and Economics, and the Journal of Financial Economics; she has also reviewed
for International Review of Economics and Finance. She is a member of the CFA Institute and
the Atlanta Society of Finance and Investment Professionals.
Most recently, Yumi was a Global Investment Analyst at StoneWork Capital
(long/short equity fund founded by a former Warburg Pincus private equity executive).
StoneWork returned external capital in 2016, and Yumi continues to advise the founder on
investing his personal assets in venture/PE deals. Previously, she was a Global Consumer
Analyst at hedge fund Tiger Asia and a Senior Analyst/Fund Manager at Bessemer Trust. Prior
to joining the buyside in 2002, she was a sell-side Equity Research Analyst at Morgan Stanley
and an investment banking Associate in the Mergers & Acquisitions division of JPMorgan
Chase. As President of Koh Strategic Advisors, Yumi counseled the c-suite of global luxury
goods brands MCM and Khirma Eliazov as well as real estate development firm Core Home. She
also served on the boards of Integrity Square (boutique investment bank with a venture capital
arm) and financial technology company IRAmarket. Yumi has a MBA in Finance from Wharton
and a BA cum laude in Art History from Columbia.
Steve is a Portfolio Manager and Financial Advisor for the Morgan Stanley
Premier Wealth Management Team responsible for research, client service, and Portfolio
Management for private wealth clients. Prior to joining the team at Morgan Stanley, Steve was
with Invesco Global Asset Management for fifteen years as head of the Global Equity Team
overseeing over $17 billion in assets. Steve received his B.A. and M.B.A. from The University
of Mississippi and holds the Chartered Financial Analyst designation.
Steve lives in Atlanta, GA. with his wife and two young children.