12 TH ANNUAL INVESTMENT SPEAKER SERIES

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1 12 TH ANNUAL INVESTMENT SPEAKER SERIES Thursday, April 27, 2017

2 Join us for an evening of networking, inspiration, learning and engaging conversation Thursday, April 27, 2017 Duke Mansion 400 Hermitage Road 6:30 9:00pm $150/person $250/ couple ($60/person is not tax deductible) Invite your colleagues, clients and friends! Complimentary parking is available. Kindly respond by Friday, April 21st to or send check to 220 North Tryon St., Charlotte, NC 28202

3 Board of Directors Andrew Lindner (Chair) Faye Morrow Bell Hillary Crittendon Phyllis Gill Anna Glass Linda Ibsen Dorothy Killeen Merrill Mills Lawrence Moore Pearson Pendergrass Stormy Scott Matthew Tilley Charles Watson Directors Emeriti Charles S. Anderson Weston Andress Pat Augustine Scott C. Bortz Robert W. Bradshaw* Baker Burleson Stephen E. Cummings Meredith Dolhare Suzie Yun Dunbeck Nancy R. Ehringhaus Catherine Fortin Fletcher Gregory Ned H. Hardison Peter L. Keane Karen Knoble John F. Mangan, Jr. Robert E. Mason III Father Louis Oats Laura Park Bailey W. Patrick Claudia Plepler Sean Preston Cecilia A. Ramirez Marjorie Moses Schwab Charlene Slaughter Cecil Stodghill Jonathan Vogel Van Weatherspoon Jackie Wells John Spencer Whitman Danielle Felix Williams Earnest Winston Brian Wise *Deceased

4 INVEST. Provide Opportunity Give Hope Enable Success IMPACT. Transform Lives!

5 Children s Scholarship Fund-Charlotte (CSF-C) is a nonprofit organization dedicated to providing educational options for children (grades K-8) from low-income families residing in Mecklenburg County. The organization s purpose is to fund partial tuition assistance to economically disadvantaged children so that they may attend participating partner independent schools which most effectively address their academic, emotional, physical and/or spiritual needs. Through our support, we believe that children can be taught where and how they best learn which will enable them to reach their highest potential.

6 SPEAKER PROFILES Baker Burleson is the co-founder and Chief Investment Officer of Banbury Partners, a Charlotte based long/short equity hedge fund. Prior to co-founding Banbury, he was a Managing Director at Fox Point Capital, a long/short equity hedge fund and a Senior Analyst at Cambium Capital. Baker began his investment career in private equity with The Carlyle Group. Before joining Carlyle, he was an investment banker at Bank of America Securities. Baker received his MBA from The Wharton School at the University of Pennsylvania, and his is BA from The University of North Carolina, where he was a Morehead-Cain Scholar. Baker is also a former board member of the Children s Scholarship Fund-Charlotte. Chris Webber is a Senior Analyst with Hound Partners, an equity long/short hedge fund based in New York and founded in Prior to joining Hound, Chris was a Senior Analyst at North Run Capital, a value-oriented equity long/short hedge fund based in Boston. Prior to investing in the public markets, Chris worked in private equity as a Vice President with Bain Capital, and in consulting as an Associate Consultant with Bain & Company. He earned his M.B.A. from Harvard Business School, and B.A./B.S. degrees from Northwestern University, where he majored in industrial engineering, economics, and statistics. Please refer to reverse side for additional Speaker Profile

7 SPEAKER PROFILES Christopher Weldon is the founder and Portfolio Manager of Stamina Capital. Prior to founding Stamina, he was a Senior Investment Analyst with Aravt Global, a billion dollar long/short hedge fund. Before joining Aravt Global, he was a Partner with Incline Global Management a long/short equity and credit fund. Chris began his investment career in private equity with Oak Hill Capital. Before joining Oak Hill, he was an Investment Banking Analyst with Lazard Freres. Chris received his MBA from Columbia Business School where he completed the Value Investing Program. He received his BS magna cum laude from The Stern School at New York University.

8 RSVP Thursday, April 27, :30-9:00 pm Duke Mansion $150 per person / $250 per couple ($60 per person is not tax deductible) Kindly respond by Friday, April 21 st! q Yes, I/we would love to support Children s Scholarship Fund-Charlotte (CSF-C)! Donor(s) Name: Enclosed is my check in the amount of $ Please make payable to CSF-Charlotte (CSF-C) and note Investment Series on memo line. I have charged my credit card in the amount of $ through Foundation For The Carolinas secure website at Name tag(s) should read:

9 RSVP q Sorry, I/we can t attend, but want to make a contribution! Donor(s) Name: Enclosed is my check in the amount of $ Please make payable to CSF-Charlotte (CSF-C) and note Investment Series on memo line. I have charged my credit card in the amount of $ through Foundation For The Carolinas secure website at q Sorry, I/we can t attend. Name(s): Your contribution is tax deductible to the extent allowable by law; a receipt will be sent in this regard. Foundation For The Carolinas 220 North Tryon Street * Charlotte, NC p) *

10 THANK YOU, SPONSORS! CHAIRMAN Bloomberg DIRECTOR Goldman Sachs PARTNER Brian Gootzeit Banbury Partners Morgan Stanley The Andover Group at UBS Tourmaline Partners Please refer to reverse side for additional Sponsers

11 THANK YOU, SPONSORS! ANALYST Eze Castle Integration Guidepoint Ridgetop Research Rinehart Wealth Management Solovis, Inc. ASSOCIATE Peggy and Jim Hynes Karen and Barry Knoble Brian Lesesne Gwen and Andrew Lindner Francie and John Mangan Esten and Bob Mason Dee Schwab Pat and Bill Williamson Sue and Joe Young Alpha Theory Cameron Carmichael Dickens Mitchener KPB Corporation Robert W. Baird & Company