October 27, 2006 | Union League of Philadelphia
Wharton Investment Management Conference 2006Investment Management

Wharton Investment Management Conference 2006

Panelists: Activist Investing

Kenneth Shubin Stein, MD, CFA
Portfolio Manager and Principal
Spencer Capital Management

Dr. Shubin Stein is the founder of Spencer Capital Management, LLC. Most recently he was a portfolio manager at Promethean Investment Group LLC. Prior to joining Promethean, Dr. Shubin Stein co-founded Compo Asset Management, LLC, a U.S. based, value investment partnership, which merged into Promethean. Dr. Shubin Stein completed his orthopedic internship at the Mount Sinai Medical Center in New York. He is a graduate of the Albert Einstein College of Medicine and was graduated A.B. from Columbia College in 1991 with dual concentrations in Premedical Studies and Political Science. Dr. Shubin Stein holds the CFA designation.

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Lead Sponsors:

Fidelity

Goldman Sachs

UBS

Additional Sponsors:

Barclays Global Investors

The Capital Group

Legg Mason

Lehman Brothers

MFS

T. Rowe Price

Wellington Management