Women’s Investment Management Leadership Summit 2017

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

84 days left

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.

Current as of June 13, 2017


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.


Continental Breakfast


Opening Remarks


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



Standalone Presentation


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?

Susanne Bregy, Managing Director - Rhodanus Capital


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


Networking Luncheon

Keynote Presentation: The Future of Finance: Emerging & Empowered

Keynote Speaker

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?
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.


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


Session TBA


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.

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

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.

Sponsorship, Exhibition & Speaking Opportunities info@opalgroup.net
  • 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.