5th Annual Alpha Women: Shaping the Future of Finance

May 22, 2019 | 6:00 PM - 8:30 PM

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Registration to attend this Conference is closed

To be added to our waitlist, please email Elizabeth.hepner@bankofamerica.com. You will be notified should a spot open.

Overview

Women make up just 10% of all Fund Managers in the US, ranking behind Singapore (30%), Hong Kong (26%), France (21%) and the UK (13%)[1], despite representing 52% of the total workforce in US Funds, Trusts and Other Financial Vehicles[2]. While recent news, such as the self-published 29% pay gap for women at a major global bank[3], along with high-profile gender-focused cases, has refocused the spotlight, the reality is that the low representation of women in Investment Management and Finance has been a chronic and long term trend. In its 5th year, the event ‘Alpha Women: Shaping the Future of Finance’ evening will feature Investment Management industry leaders discussing their own career paths and experiences in ‘beating the odds’, recognizing challenges from breaking into the industry through to effectively navigating towards senior level positions.

    [1] Madison Sargis and Laura Pavlenko Lutton, Fund Managers by Gender: The Global Landscape (Morningstar Research, 2016).

    [1] US Equal Employment Opportunity Commission, “2015 EEO-1 National Aggregate Report by NAICS-3 Code, Funds, Trusts, and Other Financial Vehicles (525),” 2015 Job Patterns For Minorities and Women in Private Industry (EEO-1) (2015

    [1] https://www.forbes.com/sites/ruthumoh/2019/01/17/citigroup-admits-it-pays-women-29-less-than-men/#274ab7314da5

    Agenda

    6:00 PM | REGISTRATION 

    6:25 PM | WELCOMING REMARKS

    Paulina Rogawski, TEP Senior Consultant, Merrill Lynch

    Elizabeth Hepner, Bank of America Merrill Lynch

    6:30 PM | PANEL DISCUSSION

    Moderator

    Jane Abitanta, Founder and Principal, Perceval Associates

    Panelists

    Laura M. Barzilai, Partner, Sidley Austin LLP (M&A, Private Equity, Tax & Tax Controversy)

    Nancy Davis, CIO and Managing Partner at Quadratic Capital Management LLC

    Tracy McHale Stuart, CFA, Managing Partner & CEO, Corbin Capital Partners

    Upacala Mapatuna, Senior Advisor, Centre Lane Partners

    Michelle McCloskey, President of Americas at Man Group and President of Man FRM

    7:15 PM | BREAKOUT SESSION

    There will be 6 tables assigned with selected leaders and topics based on registered attendees choice of topics

    William Abecassis, Head, Market Intelligence Group, Alpha Strategies Portfolio Manager at Blackrock

    Monica Aggarwal, CFA, Managing Director, Fitch Ratings / Hearst Lab Scout

    Jane DiGiacomo, Managing Director, Blackrock

    Joelle ‘Jewel’ Huijnen, Senior Vice President, Strategy Systems and Operations, Two Sigma Investments

    Xiuping Li, Founder and Chief Investment Officer, Opti Capital Management

    Lana Morrow, CEO, Think Interfaces, Inc. and InFocus LLC

    Michelle Russell Johnson, Managing Director, Capital Markets, Waypoint Residential, LLC

    8:00 PM | CLOSING REMARKS

    Maria Weitzer, CFA, Vice Chair, CFANY & Senior Investment Risk Manager at APG Asset Management

    Paulina Rogawski, TEP Senior Consultant, Merrill Lynch

    8:05 PM | NETWORKING & CATERED RECEPTION

    Additional Details

    Learning Outcomes

    • Meet and learn from women industry – leading experts their experiences and best methods to improving financial careers
    • Gain strong understanding of technology impact on financial services industry
    • Learn various strategies in improving or changing financial career
    • Learn about starting own businesses and strategies in raising capital
    • Network with fellow CFA members and other professional colleagues as well as women industry leaders

    Location

    Sidley Austin LLP
    787 7th Ave
    New York, NY 10019

    Sponsorship Overview

    For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

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    Inclement weather

    CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

    Refunds, Cancellations, and Substitutions

    • 72 HOURS ADVANCED NOTICE OR MORE:
      • Full refund issued
    • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
      • No refund

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    CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

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