Ann Gallo
Senior Managing Director, Partner, Wellington Management
As a global industry analyst in Global Industry Research, Ann specializes in the health care services industry. She conducts fundamental analysis on the companies within her industry and makes buy/sell recommendations to portfolio managers based on her findings and market conditions. Ann is a member of Wellington Management’s health care team, which manages health and biotechnology sector mutual funds and hedge funds, and she currently serves as coordinator for several of the team-managed portfolios.
Prior to joining Wellington Management in 1998, Ann was a health care analyst with BT Alex. Brown (1995 – 1998). She worked as an investment banker and, subsequently, a health care analyst at Piper Jaffray in Minneapolis (1992 – 1995). Previously, she was a financial analyst with Citibank N.A. (1991 – 1992) and an accountant with Coopers & Lybrand (1987 – 1989).
Ann received her MS in finance and applied economics from the Massachusetts Institute of Technology (Sloan, 1991) and her BS in accounting from Boston College (1987).
Maia Heymann
Co-Founder and General Partner, Converge
Maia Heymann is a Co-Founder and General Partner at Converge, an early-stage, B2B technology focused venture capital firm based in Cambridge, MA. She invests in software application, infrastructure, and data-enabling companies. Ms. Heymann has supported the growth of technology businesses for the last 25 years as both a venture investor and a banker, providing structured financings for corporate growth, acquisitions, and LBOs.
Ms. Heymann launched the Palo Alto, CA office for BancBoston Ventures, the venture capital subsidiary of Bank of Boston. Eventually she headed BancBoston Ventures’ $340 million portfolio within Bank of America's Global Private Equity Group. Ms. Heymann chaired the investment committee, held numerous board and observer seats, and led the team of investment professionals.
Ms. Heymann is one of the few venture capital GPs who has also been an institutional LP. While at Shott Capital Management she was responsible for investment strategy, partnership selection, and portfolio management. An RIA, Shott managed $2.7 billion in LP fund commitments in separately managed,discretionary accounts. Ms. Heymann serves as a Trustee of Wellesley College, the Vice Chairman at the New England Venture Capital Association, and is a member of Wellesley College’s Business Leaders Council. She received a B.A., magna cum laude, from Wellesley College and was elected into Phi Beta Kappa.
Lilian Y. Zhou
Founder and Portfolio Manager, Yulan Capital Management
Lilian Y. Zhou is the founder and portfolio manager of Yulan Capital Management. The Yulan team has a combined 25 years of experience in investing in China onshore A-share market, offshore Chinese equities and other Asian markets. Yulan’s research efforts operate from both New York and Shanghai offices.
Ms. Zhou has spent the last twelve years analyzing and investing in Chinese companies. Prior to founding Yulan, Ms. Zhou specialized in Asia and Global L/S equities at Citadel LLC. Prior to Citadel, Ms. Zhou was Director of China Equities at Kelusa Capital, an Asia-dedicated Tiger cub fund in New York, and Vice President at Bear Stearns & Co. Inc. Ms. Zhou was born and raised in Shanghai, China. She was selected across China to receive a full scholarship from Columbia University where she graduated summa cum laude with B.A. degrees in Mathematics-Statistics and Economics, and subsequently received her MBA from The Wharton School at the University of Pennsylvania where she graduated as a Palmer Scholar. Ms. Zhou is a Chartered Financial Analyst charter holder.
Wendy Cromwell
Senior Managing Director, Partner, Wellington Management
As director of Global Multi-Asset Strategies, Wendy leads the development of multi-asset solutions for the firm’s global client base. She and her team conduct research on long-term multi-asset themes, including capital market expectations and issues of overall portfolio structure, in order to assist clients with long-term strategy and policy issues. In addition, she manages market-neutral and real-return portfolios as well as customized solutions for clients seeking specific risk/return objectives. She is an author of papers on topics concerning investment policy development, risk analysis, and the role of specialized asset classes in portfolios. She is also a member of the Compensation Committee, Hedge Fund Review Group, and Equity Review Group, and serves on the Advisory Board of the Wellington Women’s Network.
Prior to joining Wellington Management in 1996, Wendy was a president’s associate at Harrah’s Entertainment (1995 – 1996).
Wendy received her MBA, with honors, from Vanderbilt University (Owen, 1995) and her BBA, summa cum laude, from the University of Mississippi (1993). She also holds the Chartered Financial Analyst designation.
