Women’s Investment Management Leadership Summit 2017

Crowne Plaza Hotel, Times Square, New York, NY
September 14, 2017

27 days left

The Women’s Investment Management Leadership Summit seeks to empower more female leaders in the investment management industry. Staying true to Opal Group’s spirit of productive networking and educational programs, we welcome ALL thought leaders to connect and listen to a speaker platform of trailblazers in the Investment Management industry. Our mission is to provide an inclusive atmosphere where delegates connect and discuss ideas on career advancement, needed steps towards increasing gender equality, and trends in investment portfolio management.

*This event will have shared networking receptions with the Emerging Managers Summit.*

Current as of August 16, 2017

7:00am

Exhibit Setup / Registration Desk Open

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.

7:15am

Continental Breakfast

8:00am

Opening Remarks

Meredith Jones, Partner, Aon Hewitt and Author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too)

8:30am

Investor Roundtable: Investment Styles and Strategies

Moderator

Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)

Panelist

Carol Pepper, CEO and Founder - Pepper International LLC (MFO)

Panelist

Candice Beaumont, Managing Director, L Investments (SFO)

Panelist

Elizabeth Burton, Senior Investment Analyst, Maryland State Retirement and Pension System

9:30am

Exploring the Advantages of Investing in Women-Run/Owned Funds

Moderator

Abigail Laufer, CIO, Ferguson Family Office (SFO)

Panelist

Cynthia DiBartolo, Founder, Chairwoman and Chief Executive Officer, Tigress Financial Partners

Panelist

Maggie Arvedlund, Founder and Chief Investment Officer, Turning Rock Partners LP

Panelist

Molly Bordonaro, Managing Partner, Gerding Edlen

10:15am

Standalone

10:45am

Networking Refreshment Break

11:00am

Women in Endowments and Foundations

Moderator

Victoria Vysotina, Founder, V V Strategic Group

11:45am

Leveraging Your Resources for Success in Business and Life

How do the world’s most successful leaders find and utilize leverage in their everyday life?

Gwen Collins, Independent Director Alpha Governance Partners LLC, formerly Federal Reserve Board, Former Assistant Director, Board of Governors of the Federal Reserve System

12:15pm

Impact Investing

  • Impact Investing: Is it the “female” way to invest? Is this sector less male dominated than other asset classes, such as PE, Hedge Funds?
  • Can women be more successful in this sector? What improvements does the impact industry need in order to live up to its potential?
  • What should/could women in finance learn from men and vice versa?
  • Gender Lens Investing (GLI): What women focused sustainable/impact strategies do you see? Why are they necessary to begin with?
Moderator

Susanne Bregy, Managing Director - Rhodanus Capital

Panelist

Liesel Pritzker Simmons, Co-Founder and Principal, Blue Haven Initiative (SFO)

Panelist

Marcia Nelson, Managing Director, Alberleen Family Office Solutions (SFO)

Panelist

Christina “CJ” Juhasz, Chief Investment Officer, Women’s World Banking Asset Management

1:15pm

Networking Luncheon

Keynote Presentation: The Future of Finance: Emerging & Empowered

Keynote Speaker

Erika Karp, Founder & Chief Executive Officer - Cornerstone Capital Group

2:30pm

Who is your “Wendy Rhoades”?

As a High Profile Family Leader/CEO/Executive, it can be lonely at the top. Whom do you have as a professionally experienced, impartial, and trusted advisor that you can rely on to help with your most pressing challenges, business issues and opportunities?
Please join us for this interactive and thought provoking interview session to learn how having your own Performance Coach/”Wendy Rhoades” can create immeasurable financial and personal returns.
Amy Brodsky is a high profile performance coach and family dynamics expert to CEOs, Families, Celebrities and Professional Athletes. Stacey Alcorn is CEO and Founder of Laer Realty, a writer for INC Magazine and Huffington Post, and bestselling author, and a client of Amy’s.

Speaker

Amy Brodsky, Founding Partner - Sky Partners LLC

Interviewer

Stacey Alcorn, CEO - Laer Realty Partners

3:00pm

Cultivating the Next Generation of Women Leaders

This session seeks to uncover the challenges faced by young professionals in the investment management industry. What opportunities are on the horizon? How do you support the next generation of leaders with gender diversity in mind?

Moderator

Linda C. Mack, President and Founder - Mack International, LLC

Panelist

Phyllis Weiss Haserot, President & Founder - Practice Development Counsel

Panelist

Susan R. Schoenfeld, CEO and Founder - Wealth Legacy Advisors LLC

Panelist

Catherine Lee Clarke, CFA, Vice President, Senior Investment Advisor, Sentinel Trust Company

4:00pm

Standalone

4:30pm

Networking Refreshment Break

4:45pm

Investment Trends in Venture Capital

Moderator

Carolyn Kim Allwin, Managing Director - AVG, LLC (SFO)

Panelist

Adena Hefets, Senior Associate - DFJ

Panelist

Nisa Amoils, Partner - Scout Ventures

Panelist

Erica Lill, Investor Relations - Kereitsu Capital

Panelist

Nicole Gresham Perry, Managing Partner, Carpere Group, Board Member, Friends of Women's World Banking/USA

5:30pm

Standalone

6:30 - 7:30pm

Networking Cocktail Reception

Join us and unwind with fellow industry professionals for refreshments & hors d’oeuvres.

1star
Crowne Plaza Hotel Times Square Manhattan, Broadway, New York, NY, United States


Traditional King $369
*Prices exclude taxes. Rates are subject to prevailing taxes which are currently 8.875% New York State Tax, 5.875% New York City Tax and Occupancy Tax / Javits Center fee of $2.00 per occupied room and $1.50 charged to support the expansion of the Javits Center per room per night. Taxes and fees are subject to change without notice.
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Standard Rate
Managers & Service Providers $1,350
Family Offices (Single/Multi), Endowment, and Foundation Complimentary*
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant Complimentary*

Family Offices (Single/Multi), Endowment, Foundation, and Non-Discretionary Consultant can be verified for complimentary access

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities info@opalgroup.net

Leveraging Your Resources for Success in Business and Life

Presented by

Gwen Collins, Independent Director Alpha Governance Partners LLC, formerly Federal Reserve Board, Former Assistant Director, Board of Governors of the Federal Reserve System

The Future of Finance: Emerging & Empowered

Presented by

Erika Karp, Founder & Chief Executive Officer, Cornerstone Capital Group

Who is your “Wendy Rhoades”?

Presented by

Amy Brodsky, Founding Partner, Sky Partners LLC

  • Meredith Jones, Partner, Aon Hewitt, and Author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too)

  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational wealth Planners
  • Asset Protection Specialists
  • Trust Companies
  • Tax Efficient Portfolio Managers
  • Long-Term Care Specialists
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics
  • Private Equity
  • Insurance Companies
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.