1. Isenberg School of Management
UniversityofMassachusetts,Amherst
www.isenberg.umass.edu
ISENBERG
PITCH
CONFERENCE
A P R I L 2 1 , 2 0 1 6

2. University of Massachusetts Amherst isenberg.umass.edu Isenberg Pitch Conference April 21, 2016
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TABLE OF
CONTENTS
Thank You . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Itinerary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Keynote Speaker . . . . . . . . . . . . . . . . . . . . . . 5
Panelists . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Conference Team . . . . . . . . . . . . . . . . . . . . . 9
Dear Sponsors and Attendees,
On behalf of the Investment Club at the Isenberg School of Management,
we would like to thank you for supporting the first annual Isenberg Pitch
Conference. Your generosity has allowed us to transform this conference from
an idea in the heads of a couple of students to the event that you see here
today. With your support, we have exceeded our expectations -- bringing
together a prestigious set of schools, distinguished speakers, and some of the
country’s top financial firms. Because of your generosity, we have over 150
UMass Amherst students, professors, alumni, and industry professionals here
today to build relationships, network and expand their business acumen.
Today, top students from the Isenberg finance community come together
alongside teams from the best schools in the region to enable and accelerate
each other’s careers, and to demonstrate the caliber and strength of the future
business leaders of America to attending industry professionals and company
representatives.
The incredible array of sponsors, alumni, campus organizations, and
the University of Massachusetts Amherst itself, inspire us through their
commitment to the students and investment in our future. We would like
to individually thank Dean Mark Fuller, Finance Department Chair Sanjay
Nawalkha, Professor Ginnie Gardiner, Professor Mila Sherman, Nina Lion,
Sophia Love, Victoria DellaSperanza, Allison Furkey, Don Smith, and Tracy
Holhut. Your assistance and guidance was greatly appreciated in making today
successful, and we look forward to continuing our partnership in the future!
Lastly, and most importantly, we want to thank the talented students in
attendance. We are pleased to welcome you here today!
A special thank you to the following sponsors:
Sincerely,
The Conference Team
WILLIAM BANNICK
DAVID B. BREED, CLASS OF 1969
FOUNDER, CADENCE CAPITAL MANAGEMENT
PAUL J. CARNEY, CLASS OF 1982
DAVID J. DER HAGOPIAN
THE FINANCE DEPARTMENT,
ISENBERG SCHOOL OF MANAGEMENT
ISENBERG SCHOOL OF MANAGEMENT
PATRICIA A. KILGALLON AND
CHARLES G. MARADIAN,
PKM MANAGEMENT GROUP, LLC
ROBERT MAHONEY
CHARLES N. AND SANDRA J. ROBINSON
SIDHU FAMILY FACULTY LEADERSHIP
FELLOWSHIP
UMASS FOUNDATION

3. University of Massachusetts Amherst isenberg.umass.edu Isenberg Pitch Conference April 21, 2016
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7:30AM – 9:00AM Registration and Breakfast
9:00AM – 9:10AM Opening Remarks by Mark A. Fuller,
Dean of the Isenberg School of Management
9:10AM – 10:00AM Keynote Speaker Chris Rapcewicz
10:00AM – 10:15AM 15 minute break
10:15AM – 11:35AM Pitch Competition
11:35AM – 11:50AM 15 minute break
11:50AM – 1:00PM Pitch Competition
1:00PM – 2:00PM Lunch
2:00PM – 3:00PM Investment Professional Discussion Panel
3:00PM – 3:15PM 15 minute break
3:15PM – 4:15PM Award Ceremony
4:00PM – 5:00PM Networking Reception
KEYNOTE
SPEAKER
ITINERARY

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OPENING
KEYNOTE
Christopher Rapcewicz
Christopher Rapcewicz is Director of Risk and Operations at the
Helmsley Charitable Trust. He is part of the development and
implementation of the overall investment strategy and is principally
responsible for the risk management of the Trust’s investments across
all asset classes and for ensuring the integrity and effectiveness of the
investment operations.
Prior to joining the Trust, Christopher was Chief Risk Officer and global
head of quantitative solutions at UBP Asset Management, a multi-
billion dollar fund of funds. Prior to that he was Vice President of Risk
at Blackstone Alternative Asset Management, where he was involved in
all aspects of hedge fund risk management. He was also responsible for
the selection of quantitative and systematic hedge funds. Christopher
joined Blackstone after four years at Measurisk, a risk measurement
vendor that was acquired by MSCI in 2010. At Measurisk, he was
managing director responsible for the development and operation of
the core risk factory.
Christopher received a Ph.D. in theoretical physics from Cornell
University and his B.Sc. (summa cum laude) from McMaster University in
Canada. He has worked as a risk professional for 14 years.
PANELISTS

5. University of Massachusetts Amherst isenberg.umass.edu Isenberg Pitch Conference April 21, 2016
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Gary Cameron
Michael Temple
Peter Lupoff
Jonathan Kasen
Until 2015, when he retired from the industry, Gary spent the previous 26
years in investment banking, building and managing various trading groups
globally. His strengths and proven experience in managing geographically
diverse businesses serve his new ventures—both as CFO of Oktane Media
LLC and his private investment practice, Lochiel Properties LLC. His focus is
on helping to grow and amplify underleveraged businesses and assets and
convert them into market leadership and profitability.
Previously, Gary was a Managing Director at JPMorgan, where he was
the Global Head of USD Swaps. Gary joined JPMorgan in 1997 and was
there until 2015. Gary is an Isenberg graduate and has maintained a strong
relationship with the school, being a visiting lecturer since 2012.
Michael Temple is Senior Vice President and Director of Credit Research,
U.S. at Pioneer Investments. His duties include independent research of
credits, sector analysis, and coordination of research efforts in high yield,
bank loan, investment grade, emerging markets, and municipal credit.
Michael is a Portfolio Manager of Pioneer Dynamic Credit Fund, and
Portfolio Manager of the institutional Credit Opportunities strategy.
Prior to joining Pioneer, Michael was a Portfolio Manager at Boston
Partners Asset Management, where he helped manage $1.5 billion in
institutional Core Plus strategies. He was also a Senior Credit Analyst
at Putnam Investments, where he was responsible for the analysis of
investment grade, high yield, and emerging market investments. He
was a Senior Credit Analyst at Duff and Phelps in Chicago, and the
Director of Planning and Investor Relations for the Public Service
Company of New Mexico.
Michael received a B.A. and M.B.A. from the University of Colorado.
Peter Lupoff is the founder and Chief Investment Officer of Tiburon Capital
Management, LLC. He is Co-Portfolio Manager of the Tiburon Event-Driven
strategies and funds, including the mutual fund, Balter Event-Driven Fund
(“BEVIX”).
Mr. Lupoff has run event-driven, credit and distressed investment portfolios
as Portfolio Manager for Millennium Management, LLC, Robeco Weiss
Peck + Greer and MJ Whitman, LLC. Funds Mr. Lupoff has managed
or co-managed have achieved awards such as GAIM’s Top Performing
Emerging Distressed Manager, MARHedge’s Event-Driven Manager and an
Institutional Investor nomination as Hedge Fund House of the Year.
Mr. Lupoff’s BRACE methodology is a unique and differentiating
investment protocol, coupling a deep value sensibility learned when a
partner of famed value investor, Marty Whitman, with Lupoff’s own game
theory/probabilistic weighting of events, and risk management learned
from portfolio management with Izzy Englander’s Millennium Management.
Mr. Lupoff is a frequent speaker and writer imparting his investment
philosophies and is a regular Federal Reserve Bank Discussant and
consultant on shocks and illiquid markets.
Jonathan Kasen is a portfolio manager at Fidelity Management & Research
Company (FMRCo), the investment advisor for Fidelity’s family of mutual
funds. In this role, Jonathan co-manages Fidelity VIP Balanced Portfolio
(since 2014). He also manages the energy sub-portfolios for Fidelity VIP
Contrafund Portfolio, Fidelity Balanced Fund, and Fidelity Series All-Sector
Equity Fund (all since 2013).
Prior to assuming his current responsibilities, Jonathan managed Select
Energy Service Portfolio beginning in 2010 and Select Industrial Equipment
Portfolio starting in 2008. Jonathan joined Fidelity in 2006 as an equity
research analyst following multi-industry, industrial distribution, and
electrical products companies. His previous experience includes three years
as a generalist equity analyst at Hellman Jordan Management Company
and a summer internship at Fred Alger Management. He has been in the
investments industry since 2001.
Jonathan earned his Bachelor of Science degree in finance from Boston
College and his MBA from The Marshall School of Business at the University
of Southern California. He also completed the General Course at The
London School of Economics and Political Science.

6. University of Massachusetts Amherst isenberg.umass.edu Isenberg Pitch Conference April 21, 2016
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CONFERENCE
TEAM
Matthew Wolfer
Co-Founder
Finance, Economics, 2017
Trevor Thompson
Co-Founder
Economics, 2016
Duc Ngo
Co-founder
Finance, Economics, 2016
Lauren Humphreys
Head of School Outreach
Economics, French Language and
Literature, 2018
Samuel Norton
Head of Fundraising
Finance, 2019
John Maguire
Head of Panelist and Firm Outreach
Finance, Economics 2017
Morgan Maradian
Head of Alumni Outreach
Hospitality and Tourism Management,
Operations and Information
Management, 2017
Justin Allen
Chief Designer
Marketing, 2019
Eric Brazell
Logistics Manager
Engineering, 2018
THANK YOU