Charles Chesebrough ’87- Head of Global Equities, Senior Portfolio Manager at Honeywell Capital Management

Agenda for the Day

10:00 – 11:30 am (Mock Interviews to be held in Career Services)

11:30 – 1:30 pm (He will be at a luncheon and on break)

1:30- 3:30 pm (Information Sessions with pairs of students in Career Services)

Wrap up around 4:30

If you are interested in attending the interviews and information sessions please contact the following:

Career Services
Nanette Cooley
Email: cooleyn@lafayette.edu
Phone: (610) 330-5114

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BIO on Charles Chesebrough

Education: Bachelor of Arts (BA), Economics Class of 1987, Member of Delta Upsilon Fraternity

After Lafayette: MBA, Portfolio Management in 1994 from University of North Carolina at Chapel Hill – Kenan-Flagler Business School

Current Position: Director – Head of Global Equities, Senior Portfolio Manager
Company: Honeywell Capital Management
Time with Company: 8 years 2 months
Location: Morristown New Jersey

Profile: One of three Investment Leaders managing the $14.9 billion Honeywell (DB) Pension Trust. Report to the Chief Investment Officer. Built a team of five equity professionals to actively manage $3 billion of internal domestic equities and to oversee $6 billion invested with 19 external global equity managers.

More Information:
• Top equity performance vs. defined benefit peers Total domestic equities in the 2nd and 1st quartiles on a 7 year and 10 year basis.
• Increased internal AUMs from $400 million to $3 billion leading to significant fee savings and alpha generation for the Pension Trust.
• Manage two internal equity portfolios. Multicap Core has $2.4b and 102 securities, while Dividend Income has $600m and 48 securities.
• Set portfolio strategy, maintain portfolio guidelines, and monitor risk profile.
• Present equity strategy, performance, and market outlook to the CEO, CFO and Pension Investment Committee on a quarterly basis.
• Serve as internal resource to CFO, IR, and Treasurer on markets, trading, and risk.
• Ongoing due diligence on external asset managers including firm review, portfolio style and strategy, performance attribution, trading, and personnel changes.
• Hire and terminate managers.
• Primary liaison with outside consultant Segal RogersCasey regarding Pension Trust performance, peer comparisons, new ideas, and overall asset allocation.
• Established an electronic trading platform with our 15 sell side brokers.
• Greenbelt Six Sigma certified

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