Women’s Investment Management Leadership Summit 2017

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

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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


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

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


Investor Roundtable: Investment Styles and Strategies

  • With representatives from nearly all corners of the asset management industry, this panel will discuss strategic asset allocation and portfolio construction philosophies – including specific style and strategy tilts (core/beta; fundamental and/or factor-based; quant-driven and/or technical; thematic; passive/active etc).
  • We will delve into specific events and triggers that prompt tactical shifts, and discuss strategies that have been deployed from an allocation and spending standpoint to survive and thrive in the low return environment we’ve been mired in for the past decade
  • We will discuss lessons learned, strategies deployed, abandoned and / or not pursued
  • We will hazard a look at current and future trends to reveal if they may change how our firms are approaching our day-to-day decisions.
  • We will also touch on efforts each firm is taking to incorporate diversity and/or impact issues in firm management, leadership and investments

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


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


Candice Beaumont, Managing Director, L Investments (SFO)


Elizabeth Burton, Managing Director, Maryland State Retirement and Pension System


Leslie Greis, Chair of the Investment Committee, Boston Museum of Science


Rosemary Sagar, Chief Investment Officer, strong>Kingdon Foundation


Exploring Women-Run/Women-Owned Funds

  • How do you (as women managers) think that prospects and clients feel about having you act as their investor advisor/manager? Male clients versus female?
  • Has the perception of your capabilities changed as women have become more prominent in the investment industry?
  • Do you think that in a mixed male/female environment you get an equal seat at the table?
  • What is preventing women from entering the CEO position at many firms?
  • Do women clients have a different reaction from male clients?
  • Studies show that women outperform men in similar portfolio management positions. Any theories about why that might be?
  • What types of behaviors do you internalize in order to deal with the potential for being diminished in business meetings?

Abigail Laufer, CIO, Ferguson Family Office (SFO)


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


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


Molly Bordonaro, Managing Partner, Gerding Edlen


Networking Refreshment Break


Legal Risk Outlook: Key Factors to Consider When Looking into 2018

  • Uncovering trends in the industry: artificial intelligence, focus on environmental social governance, rising trend of pensions in private equity, increased presence of Chinese investors in US Capital Markets
  • Planning for changes coming from Capitol Hill on national budget, corporate taxes, immigration
  • Where will regulation go into 2018?
  • Managing geopolitical risk for your firm
  • The impact of the Federal Reserve and interest rates

Gwen Collins, Independent Director, Alpha Governance Partners LLC


Kirsty McGuire, Deputy General Counsel, StepStone


Matt Siano, Managing Director & General Counsel, Two Sigma Investments


Jie Xiu, Shareholder, Becker & Poliakoff


Connecting the Dots of Gender Lens Investing: More Women at the Table Creates Value for All of Us

Women entrepreneurs and venture capital sources are currently connected by a back country road. We need to build a highway to connect these great women to the venture capital gateway.


Why is it critically important to invest in women entrepreneurs? Why are women investors crucial to changing the numbers?  Why is access to venture capital so critical to unleashing the female brain in business? What role can and should impact investors play in helping to drive the changes that we are discussing today?


Please join us for this fireside chat to learn why investing in women leaders is not a problem, but perhaps the biggest investment opportunity of our time.

Peggy Wallace, Managing Partner & General Partner, Golden Seeds

Loretta McCarthy, Managing Partner, Golden Seeds


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)


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


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


Tami Kesselman, Founder & CEO, TBL Alpha Advisory


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


Current Trends in Venture Capital

  • If more women led Boards and managed funds, how would that change the VC/PE landscape?
  • As we undergo this $30T wealth transfer, what can we do to encourage female investors to become more comfortable investing in this risky asset class?
  • Are female and male entrepreneurs asked different questions in the diligence process?
  • How can early stage investors support their portfolio companies to seek further funding?
  • What are the greatest challenges facing early stage companies after they successfully raise angel rounds?

Carolyn Kim Allwin, Managing Director - Elysian Advisers


Nisa Amoils, Partner - Scout Ventures


Erica Lill, Investor Relations - Kereitsu Capital


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


Stephanie Brown, Senior Associate, Five Elms Capital


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


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


Rosemary Sagar, CFA, CIO, Kingdon Foundation


Serving on a Corporate Board: Uncover if It’s for You & Where to Start

The journey to the boardroom can, at times, be an overwhelming undertaking filled with questions about what to expect, how to prepare, and how to be an effective board member.

During this session with Women in the Boardroom CEO & Founder Sheila Ronning, you will get answers to burning boardroom questions, including:

  • What are the four main types of boards?
  • What is the job & responsibilities of a board director?
  • What are the risks of serving on a board?
  • Why pursue board service?
  • What is the time commitment & compensation for board service?

Sheila Ronning, Founder & CEO, Women in the Boardroom


Presentation by our Charitable Partner: Rock The Street, Wall Street


Who says finance can’t be fun? Certainly NOT financial feminists Maura Cunningham, Founder of Rock The Street, Wall Street (RTSWS) and Meredith Jones, who serves on the RTSWS Board. Listen in as the two friends chat about how to fill the financial pipeline with women by ensuring that high school girls know how to budget, be bullish and break out among the bros.

Maura Cunningham, Founder and Executive Director, Rock the Street, Wall Street

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

6:00 - 7:00pm

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

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

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

Connecting the Dots of Gender Lens Investing: More Women at the Table Creates Value for All of Us

Presented by

Peggy Wallace, Managing Partner & General Partner, Golden Seeds

Presented by

Sheila Ronning, Founder & CEO, Women in the Boardroom

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

Rock The Street, Wall Street is a financial literacy program designed to spark the interest of high school girls into careers of finance. Our programs inspire, educate, and equip girls with the skills to succeed financially throughout their lives and potentially pursue career opportunities in finance. Rock The Street, Wall Street believes to close the gender gap in the financial services sectors, we have to inspire girls to pursue the M in STEM, finance, by exposing them to real life role models. We engage financial professionals and executives to teach and motivate the next generation. Our instructors, guest speakers, and mentors are leaders in their fields, working in posts our girls can aspire to.

  • 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.