UGA Terry Stock Pitch Competition

Date: January 31st, 2020

We are happy to announce that The University of Texas at Austin has won this year's SPC with their short pitch on Land's End!

1st: UT - Austin ($7,000)

2nd: Wharton ($2,000)

3rd: UNC - Chapel Hill ($1,000)

Please see below for the details and pictures from the 2020 competition.

 
 
Business Meeting

Sponsors

 

Participating Universities

Teams

 

Judges

Background

Watt Boone

Atlanta native Watt Boone has spent 20 years working in the investment industry and is currently managing director and head of healthcare investing at GMT Capital. Boone started as an analyst at DCF Capital in Greenwich, CT. Boone graduated from Dartmouth College with an A.B. in History, and went on to earn a Master of Studies at the University of Oxford in Archaeology, and an MBA from Stanford University Graduate School of Business in 2006. Boone serves on the boards of the Michael C. Carlos Museum at Emory University and Lincoln College, Oxford, United Kingdom, and actively supports the Merrie Boone Comprehensive Care Center at Emory and the Michael J. Fox Foundation, both focused on Parkinson’s disease treatment and research.

Marc Bosworth, CFA

Marc began his career in 1999 at UPS in Atlanta and moved to Chicago in 2003 to be an Investment Banking Analyst for Shattuck Hammond Partners, which honed his passion for the investment industry. In 2007, he went on to serve as Vice President, Equity Research Analyst at Wellington Management and then Senior Generalist Investment Research Analyst at Invesco in 2013. In 2014, Marc joined Masters Capital Management as a Senior Investment Research Analyst with primary coverage of the consumer discretionary and consumer staples sectors. Marc graduated from the University of Georgia with a B.B.A. in Finance in 1999, earned an MBA from the University of Chicago Booth School of Business in 2007 and has been a Chartered Financial Analyst (CFA) Charterholder since 2010.

Sam Dunlap

Sam is a Managing Director and Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Angel Oak Multi-Strategy Income Fund and the Angel Oak Multi-Strategy Income UCITS Fund. He is also responsible for managing the separately managed accounts for Angel Oak clients, primarily depository institutions, and focuses on building and managing strategies within the residential mortgage-backed securities market as well as managing the interest rate risk exposure across the Angel Oak Funds and managed accounts. Sam joined Angel Oak in 2009, and serves as a voting member of the firm’s public funds Investment Committee. He has also been featured as a television guest on CNBC, Fox Business, and TD Ameritrade Network as well as quoted in Bloomberg and Reuters. Sam began his capital markets career in 2002 and has investment experience across multiple sectors of the fixed income market. Prior to joining Angel Oak, he spent six years marketing and structuring interest rate derivatives with SunTrust Robinson Humphrey where he focused on both interest rate hedging products and interest rate linked structured notes. Before SunTrust, Sam spent two years at Wachovia in Charlotte, NC supporting the agency mortgage pass-through trading desk. Sam holds a B.A. degree in Economics from the University of Georgia.

Jimmy Egan, CFA

Jimmy Egan has over 10 years relevant investment analysis experience and prior to joining Blue Grotto Capital, he was an Assistant Vice President and Equity Research Analyst at Montag & Caldwell, an investment firm focused on US equities. Jim was also an Associate with PricewaterhouseCoopers in the transaction services valuation practice and before that was an Equity Research Analyst at New Constructs, a boutique sell side research firm. Jimmy earned an MBA in Finance from Emory University, Goizueta Business School, and was a Co-winner of the Goizueta Stock Pitch Competition.  He graduated cum laude from the University of Georgia with an AB degree in Economics and is a CFA charterholder.

Craig Inman, CFA

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.

Yumi Koh

Yumi is currently a Vice President at J.P. Morgan’s Private Bank in Atlanta, Georgia. Prior to joining J.P. Morgan, Yumi was the President of Koh Strategic Advisors, working with clients such as Hasma Capital (London-based family office), StoneWork Capital (global hedge fund), Emerson Capital (hedge fund), MCM (luxury goods), and real estate development firm Core Home. 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. She also served on the boards of Integrity Square (boutique investment bank with a venture capital arm) and financial technology company IRAmarket. Yumi has an MBA in Finance from Wharton and a BA cum laude in Art History from Columbia.


Randy Loving, CFA

Randy manages portfolios for individuals, families and institutions, and devotes much of his time to investment analysis. Randy has worked in the investments field for 18 years. Prior to joining MONTAG, Randy was a Sector Portfolio Manager for RidgeWorth Investments. His responsibilities included management of the technology and financial sectors. In addition, Randy spent eight years at SunTrust as both an Equity Analyst and Portfolio Manager in the Personal Asset Management group. Randy began his career at The Northern Trust in Chicago. Randy earned a BA in International Relations as well as Economics from American University, and an MBA from Goizueta Business School at Emory University.

Will McGough, CFA

Will McGough joined Stadion Money Management in 2003 and currently serves as Chief Investment Officer of Stadion’s Retirement investment strategies which comprises oversight of Stadion’s risk-based, target date, and managed account strategies. He is a member of the Investment Committee and Senior Management team, and serves as a generalist Portfolio Manager in addition to overseeing the implementation of Stadion’s Asset Allocation and model-driven investment decisions. He provides thought leadership for Stadion’s participant level, customized retirement solutions, in order to ensure that its glide path technology and asset allocation are able to support all intermediaries in the defined contribution ecosystem. Will received his BBA in Finance from the University of Georgia and also 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.

Mark Olsen

Mark Olsen joined the Atlanta office of the J.P. Morgan Private Bank in 2014 . Within this capacity, Mark advises families across the Southeast on a wide range of topics including investments, credit, banking, fiduciary and estate services. Prior to joining the firm, Mark graduated with honors from the University of Georgia, earning a B.B.A. in Finance. Upon graduation, Mark worked in the United States Senate, where he specialized in energy, healthcare, transportation and foreign relations policy. Following his time in the U.S. Senate, Mark earned his M.B.A. from Emory University’s Goizueta School of Business, concentrating on Finance and Investment Management.

Ant Raab

Anthony Raab joined Masters Capital Management in 2015 as Senior Investment Research Analyst with primary coverage of financial and healthcare sectors. His previous experience includes seven years as a small cap analyst and portfolio manager at Perimeter Capital and four years at Trust Company of the West (TCW). Anthony received a Bachelor of Arts degree in Economics from Duke University in 2003, where he was a member of the varsity golf team.

George Sertl, CFA

George O. Sertl, CFA, has managed a family office in Atlanta since 2018. Prior, he was a managing director at Artisan Partners. In this role, he was a portfolio manager for the Artisan Value Equity and U.S. Mid-Cap Value Strategies, including Artisan Value and Mid-Cap Value Funds. Prior to joining Artisan Partners in January 2000, Sertl was a research analyst at Schwartz Investment Counsel. Sertl began his investment career at Pauli & Company working as a research analyst in 1992. Sertl holds a bachelor’s degree in economics and history from the University of Richmond and a master’s degree in economics from St. Louis University.

Anuja Singha, CFA

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.

 

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