Kate Bergin Email & Phone Number

Chicago, IL, US

Greater Chicago Area

• Senior Equity Analyst on firm's sustainability product, CIBC Global Sustainable Equity. Conduct advanced Social, Environmental and Governance fundamental research on equity holdings.Senior Healthcare and Consumer Analyst
• Identify companies poised for significant growth and have the potential to produce outsized financial returns.
• Provide sole analytical coverage on more than 40 stocks and recommend up to 20 new investment ideas annually.
• Interview C-level leadership at Fortune 500 companies to gain insight into industry trends, untapped business opportunities, risks, new product development, industry trends, and regulatory/industry data; author.
• Evaluate companies from a variety of perspectives including immediate and long-term strategic planning, quality of management team, growth objectives, mission, product quality, market traction, and the competitive.
• Influence reallocation of investment capital to consumer sector holdings by presenting research and persuading other investment team members to invest in the sector based on recommendations.

• Co-managed Northern Trust Midcap Growth Fund; strengthened fund value by recommending high-return investments in all industry sectors in the $3 billion to $20 billion market cap range.
• Developed/monitored portfolio performance by evaluating sector weights, portfolio attribution, tracking error and overall risk/return.

• Recruited as Healthcare Industry expert for the Investment Asset Management Group; provided analysis and investment recommendations for healthcare services, biotech, medical device, and pharmaceutical companies at all.
• Conducted interviews with senior corporate leadership, clinicians and industry analysts to gather information on corporate strategy, market potential/risks related to new product launches, revenue projections, costs.
• Identified emerging/advanced medical technologies, studied scientific/industry publications, and attended industry conferences to assess sector investment environment.
• Performed financial and fundamental due diligence on more than 150 stocks; provided active investment ratings on more than 30 stocks and presented findings/opinions to investment committee, resulting in millions of.
• Outperformed the S&P 500 in multiple years, including excess returns of 31.98% vs. the healthcare benchmark between 02/03/2003 and 12/31/2005.

Greater Chicago Area

• Selected to AVP role and quickly promoted to VP, Equity Research Analyst; produced equity research and consulted to 15 portfolio managers worldwide on tens of billions of dollars in the Scudder fund network of.
• Sole analytical responsibility for all healthcare service, medical device, and pharmaceutical companies under $10 billion in market capitalization. Held responsibility for IPOs and private placements in these segments.
• Ranked #3 of 26 domestic analysts with 77% hit rate in 2000.
• Key member of 4-person healthcare segment investment team for the Scudder Healthcare Fund that earned 5-star Morningstar rating.

• Promoted to support 3 senior research analysts; developed quantitative and qualitative research covering a broad range of industries including automotive, food, beverage, chemical, capital goods, healthcare, and.
• Created comprehensive financial models based on interviews conducted with executive leadership of identified companies, as well as industry analysts.
• Conducted interviews with investment personnel and developed independent market analysis on 22 mutual funds; wrote portfolio manager opinions, observations, and commentary for semi-annual and annual reports.
• Developed marketing material for broker/dealers regarding Kemper mutual funds.

• Promoted to role as primary contact to NYSE, securities analysts, brokers, and shareholders for Kemper closed-end funds; worked closely with portfolio manager to define and implement marketing strategy.
• Communicated portfolio manager strategy, return performance, and trading activity to the investing public.
• Conducted sales of Kemper mutual funds as inside sales representative.

Bachelor Of Arts (B.A.), Economics

Master Of Business Administration (M.B.A.), Finance

Education record

Education record