Massachusetts Water Resources Authority (“MWRA”) Employees’ Retirement System slide image

Massachusetts Water Resources Authority (“MWRA”) Employees’ Retirement System

Select Equity Principals Nancy D. Walker, Portfolio Manager, Analyst, Principal Ms. Walker joined Select Equity in July 2002. She has been responsible for the portfolio management of the Hudson Street strategy (the Firm's US small cap strategy) since its inception. Ms. Walker served as Director of Research from 2014 to 2016. Prior to joining Select Equity, Ms. Walker was an Associate at Goldman Sachs Asset Management and worked in the Investment Banking Division at Goldman Sachs. Ms. Walker received a B.A. from the University of Chicago (with honors). RESEARCH Evan C. Guillemin, Co-Director of Research, Associate Portfolio Manager, Analyst, Principal Mr. Guillemin joined Select Equity in April 2004 as the Firm's Chief Financial Officer. He is an Associate Portfolio Manager of the Crosby Street strategy and is a member of the Firm's Management and Executive Committees. Prior to joining Select Equity, Mr. Guillemin was Chief Financial Officer and then Chief Operating Officer of Delia's Inc., a publicly traded retailing company. He also served as Director of Acquisitions at Primedia. Mr. Guillemin received a B.A. from Yale College and an M.B.A. from Harvard Business School (with distinction). APPENDIX Loren S. Lewallen, Associate Portfolio Manager, Analyst, Principal Mr. Lewallen began at Select Equity as an intern in 2006 and joined the Firm full time in September 2007. He is an Associate Portfolio Manager of the Cooper Square strategy. Mr. Lewallen is a CFA® charterholder. Mr. Lewallen received a B.A. from Columbia University (magna cum laude). QUALITATIVE FIELD RESEARCH James R. Hagy, Director of Qualitative Field Research, Qualitative Field Analyst, Principal Mr. Hagy joined Select Equity in September 2007. Prior to joining Select Equity, Mr. Hagy worked at CBM Capital as a Research Analyst for nine years. Prior to CBM Capital, he worked as a journalist for 11 years, including two years at Smart Money magazine. Mr. Hagy received a B.A. from the University of Florida. OPERATIONS James R. Berman, Executive Vice President, Principal Mr. Berman joined Select Equity in May 1999 as General Counsel and served as Chief Operating Officer from 2013 to 2017. Mr. Berman is a member of the Firm's Management Committee. Prior to joining Select Equity, Mr. Berman was an attorney with White & Case in New York. Mr. Berman received a B.A. from the University of Pennsylvania, an M.I.A. from Columbia University and a J.D. from New York University. FINANCE David D. Conover, Chief Financial Officer, Principal Mr. Conover joined Select Equity in July 2007. Mr. Conover is a member of the Firm's Executive Committee. Prior to joining Select Equity, Mr. Conover spent seven years working in the PricewaterhouseCoopers Hedge Fund Group. Mr. Conover received a B.S. from Penn State University. TRADING Jonathan M. Bearman, Head of Global Trading, Principal Mr. Bearman joined Select Equity in August 2003. Mr. Bearman is a member of the Firm's Executive Committee. Prior to joining Select Equity, Mr. Bearman was a Trader at Merrill Lynch. Mr. Bearman received a B.A. from the University of Vermont. As of December 31, 2020. 35
View entire presentation