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Explore How Allocators Conduct Manager Research

Learn how allocators evaluate portfolio managers to find appropriate investment opportunities that will play a key role in generating alpha for their clients’ overall portfolios. Each allocator assesses luck vs. skill and seeks a match consistent with their philosophy and process during manager selection.

Hear how the evaluation criteria have changed over time. Consider how you, as an investor, can be most effective in positioning your market strategy with gatekeepers. This event will also give you an opportunity to review career paths in this sector.

Share your insights with colleagues as you network over drinks and appetizers, following the discussion.

You are encouraged to invite a guest in the financial services industry to attend, learn more about 100WF and become a member of the organization. Visit the 100WF website here.


20 March 2024


5:00 PM Registration

5:30 PM Event Begins

The program will begin promptly at 5:30 PM; please allow time to get through building security and to register before the event begins.


Wellington Management

280 Congress Street

Boston, MA 02210


Cathy Pena

Fidelity Investments

Katrina Price

Wellington Management

Sarah Samuels


Megan Kelly

Wellington Management



Wellington Management




This program is organised by 100WF member volunteers in their personal time. If you register, please make every effort to attend. After registering, if you find you can’t attend, please let us know as soon as possible and at least one week prior to the event so we can try to fill your spot from the waitlist.

100WF's policy allows guests to attend one 100WF event to learn more about 100WF and experience our programming, before becoming a 100WF paying member. 100WF requires members to pay an annual access fee in order to RSVP for and attend 100WF events, access the 100WF Job Board and other member benefits.


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This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.


Space is limited. No walk-ins will be permitted.


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Cathy Pena

Chief Investment Officer, Fidelity Investments

Catherine Pena is the chief investment officer at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In her role as CIO, Ms. Pena is responsible for overseeing the investment teams for Portfolio Advisory Services Accounts, Portfolio Advisory Services Accounts – Tax-Sensitive Accounts, Workplace Managed Accounts, Fidelity Charitable Gift Fund® (CGF) Charitable Legacy Pool, and the Strategic Advisers Funds. Previously, Ms. Pena was a portfolio manager in the Global Institutional Solutions (GIS) group at Fidelity Investments for eight years. GIS is an investment team within Fidelity’s Asset Management Solutions division, an integrated investment, distribution, and client service organization dedicated to meeting the unique needs of the institutional marketplace. In this role, Ms. Pena managed custom multi-asset class mandates for institutional investors and financial intermediaries and provided strategic asset allocation, manager selection, and active allocation. Prior to 2013, Ms. Pena was the portfolio manager of Strategic Advisers Small-Mid Cap Fund and Strategic Advisers Small- Mid Cap Multi-Manager Fund. Previously, she held various other positions, including that of portfolio manager of various multi-asset class and multi-manager portfolios for clients of the Portfolio Advisory Services mutual fund wrap program, and research analyst/senior research analyst. Before joining Fidelity in 1996, Ms. Pena worked as an analyst at Credit Suisse First Boston. She has been in the financial industry since 1995. Ms. Pena earned her bachelor of science in business administration degree in economics and her bachelor of arts degree in French from Xavier University, as well as her master of arts degree in economics from Southern Methodist University. She is also a CFA® charterholder.

Katrina Price

Managing Director, Director, Manager Research, Wellington Management

Kat is a member of the Fundamental Factor Platform Investment Team which applies a factor-based framework to create innovative strategies to solve client challenges and meet customized objectives. As a leader on the team, she supports the development of next generation analytics and talent, and ensures the team has the resources needed for success. As a researcher, she analyses investment strategies and trends across the firm’s investment platform. She also applies her research by collaborating with allocators on custom solutions and advising clients on a variety of investment topics including manager evaluation, portfolio construction, and risk management. Prior to joining Wellington Management in 2016, Kat was an assistant director and product specialist at Rothschild and Co. (2015 – 2016). Before that, she worked for HSBC Global Banking and Markets as an associate in equity derivatives strategy (2014 – 2015) and as a portfolio solutions manager at Pacific Alternative Asset Management Company (2007 – 2012). Kat earned her MBA from INSEAD (2013); her MSc in neuroscience from the University of Oxford (2006); and her BA in psychology, philosophy, and neuroscience from the University of Redlands (2005). Additionally, she holds the Chartered Alternative Investment Analyst (CAIA) designation.

Sarah Samuels

Partner, NEPC

Sarah is a partner at NEPC and oversees the firm's investment managers research teams across public equities and credit, hedge funds and private markets. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including manager selection across private markets, public markets, and hedge funds, asset allocation and portfolio construction. Earlier in her career, Sarah was the deputy chief investment officer at Mass PRIM, where she chaired the internal Investment Committee and oversaw asset allocation, investment research, and manager selection across asset classes. Samuels led the portfolio management of the $45 billion public markets and hedge fund portfolios. She regularly presented investment recommendations, asset allocation, and portfolio management strategy to the Investment Committee and Board, and was a member of the four-person Executive Management Team tasked with strategic planning and management of the organization. Samuels also worked as an associate portfolio manager at Boston Advisors and in a variety of roles at Wellington Management Company. Sarah is Chair of the CFA Boston Board, serves on the Advisory Board for Girls Who Invest, and founded the Boston chapter of Private Equity Women Investor Network (PEWIN). She holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations, earned an MBA in Finance at Boston University, and a BA in German and minor in Business from the University of New Hampshire.

Megan Kelly

Vice President, Research Manager, Wellington Management

As a Research Manager, Megan conducts research on factor investing, risk management, manager evaluation, analytical systems, and portfolio construction for the Fundamental Factor Platform Team. Her research applies a factor-based framework to create new, innovative strategies to solve client challenges and meet customized objectives. Team members serve as portfolio managers for multi-manager, factor-based, and hedge fund strategies. Megan also analyzes key investment trends across Wellington’s equity strategies and leads the team’s Integrated Risk and Investment Solutions process, which applies the team’s analytical framework to help clients evaluate performance and risk on their own portfolios. Megan joined the firm in 2012 after graduating from Bowdoin College, where she earned her BA in economics and Spanish. Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.


Wellington Management

Tracing its history to 1928, Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. The firm manages more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. As a private partnership whose only business is investment management, the firm is able to align its long-term views and interests with those of its clients. The firm offers comprehensive investment management capabilities that span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. With more than 800 investment professionals located in offices around the world, Wellington pairs deep multi-disciplinary research resources with independent investment teams operating in an entrepreneurial “boutique” environment.

Wellington Management is a member of 100 Women in Finance’s Leadership CouncilLeadership Council are firms that have shown long term commitment to supporting 100WF and our vision to make a more equitable financial services industry.

100 Women in Finance

100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.

FundWomen Initiative 

100WF elevates the public profile of female investment professionals via its own programs and through advocacy with conference organizers, the media, and with institutional investors. Female fund managers and institutional allocators are encouraged to join 100WF’s public directory for greater professional visibility, and to receive invitations for suitable public speaking and peer engagement opportunities. https://100women.org/initiatives/fundwomen/

Global Fund for Women Week will be returning in Fall 2024. Further details will be shared soon. 

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