The inaugural Women’s Investment Management Leadership Summit will be held alongside the Emerging Managers Summit in New York City.
The summit will showcase female leaders in the investment management industry, at all stages in their career. Staying true to Opal Group's spirit of productive networking and educational programs, we welcome all participants from the industry (including men!), to listen to a speaker platform of strong female leaders. Our mission is to provide an inclusive atmosphere where women can voice their knowledge on investment portfolio management, investment trends, express their opinions on issues such as gender equality, and provide insight to women in earlier stages of their career.
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.
Investing in Gender Diversity
Recent studies show increased Gender Diversity can lead to improved corporate performance. We will cover how gender equality and women leadership can be a profitable investment concept.
Investor Roundtable: Investment Styles and Strategies
Carol Pepper, CEO and Founder - Pepper International
Carolyn Weiss, Chief Financial Officer and Treasurer - The New York Community Trust
Networking Refreshment Break
Keynote Presentation: TBA
Presentation by our Charitable Partner: Women for Women International
Susanne Bregy, Managing Director - Rhodanus Capital
Liesel Pritzker Simmons, Co-Founder and Principal, Blue Haven Initiative (SFO)
Keynote Presentation: The Future of Finance: Emerging & Empowered
Erika Karp, Founder & Chief Executive Officer - Cornerstone Capital Group
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?
Amy Brodsky, Founding Partner - Sky Partners LLC
Stacey Alcorn, CEO - Laer Realty Partners
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?
Linda C. Mack, President and Founder - Mack International, LLC
Phyllis Weiss Haserot, President & Founder - Practice Development Counsel
Susan Schoenfeld, CEO and Founder - Wealth Legacy Advisors LLC
Networking Refreshment Break
Investment Trends in Private Equity & Venture Capital
This session will be led by women leaders in the PE and VC industry
Carolyn Kim Allwin, Managing Director - AVG, LLC (SFO)
Adena Hefets, Senior Associate - DFJ
Nisa Amoils, Partner - Scout Ventures
Erica Lill, Investor Relations - Kereitsu Capital
Exploring the Advantages of Investing in Women-Run/Owned Funds
This session highlights the unique opportunities in investing with Women-Run/Owned Hedge Funds.
Abigail Laufer, CEO - Ferguson Family Office (SFO)
|6:30pm - 7:30pm||
Networking Cocktail Reception
Join us and unwind with fellow industry professionals for refreshments & hors d’oeuvres.
|Earlybird Rate II (expires 7/15/17)||Standard Rate|
|Managers & Service Providers||$2,495||$2,895|
|Family Offices (Single/Multi), Endowment, and Foundation||Complimentary*||Complimentary*|
|Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant||Complimentary*||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.