Day 1 - March 12, 2024
10:00 AM - 4:00 PM |
Check In Area Open |
11:00 AM - 11:30 AM |
Opening & Welcome Remarks Speakers: Nadine Mentor Williams, NASP Women's Forum Co-Chair, Partner, MiDA Advisors Sandhya Douglas, Partner, Senior Managing Director, Strategic Analysis and Implementation, Wellington Management Company |
11:30 AM - 12:30 PM |
Treasurers' Talk: Preparation Meets Action A conversation with leading women treasurers on applying lessons learned while leading today to prepare for tomorrow. Panelists will share insights regarding navigating the regulatory environment (including Federal Data Transparency Act), risk disclosures, fiscal management strategies, as well as empowering the next generation of leaders with their organizations. Jillian L. Battle, Former Deputy Treasurer of Indiana and Missouri Karen L. Mercer, Senior Vice President and Treasurer, AARP The Honorable Laura M. Montoya, New Mexico State Treasurer's Office The Honorable Carmen Sierra, Treasurer, City of Hartford, Connecticut |
12:30 PM - 12:45 PM |
Program Break |
12:45 PM - 2:05 PM |
Leading with Purpose The fireside chat features two women at the top of their fields - at the top of their games. Join us for an intimate dialogue between two dynamos in financial services and public service as they share their insights into making it to the top. Facilitator: Speakers: Andrea Joy Campbell, Attorney General, Commonwealth of Massachusetts JoAnn Quinif, President and Chief Client Officer, Diamond Hill Capital Management |
2:05 PM - 2:25 PM |
Program Break |
2:30 PM - 3:30 PM |
Empowering Women Globally through Strategic and Sustainable Investments This panel will explore the transformative impact of investing in women globally. Industry leaders will discuss key strategies that contribute to fostering women's economic empowerment, driving sustainable growth, and generating social impact. Going beyond mere empowerment, examples will be shared about significant financial investments made to support women-owned businesses, shaping a future that is both inclusive and sustainable. The discussion will bring together influential thought leaders who are championing a paradigm shift in the world of finance and investing. Moderator: Nadine Mentor Williams, NASP Women's Forum Co-Chair, Partner, MiDA Advisors Panelists: Runa Alam, CEO & Founder, Development Partners International (DPI) Nneka Eze, Managing Partner, VestedWorld Ivka Kalus, Chief Investment Officer, Managing Partner, Promethos Capital Dia Martin, CFA, Managing Director, U.S. International Development Finance Corporation (DFC) |
3:30 PM - 3:45 PM |
Program Break |
3:45 PM - 4:45 PM |
Prioritizing Personal Wealth to Create Generational Wealth This session will include experts on wealth management, insurance, taxes, and trust & estate to discuss a holistic approach to not only building personal wealth in this economic environment, but also protecting assets for generations to come. Key steps will be shared to position you to optimize your personal wealth. Moderator: Jeanell Trotter, Vice President, Client Service & Marketing, GlobeFlex Capital, L.P. Panelists: Megan Hopps, Divisional Sales Manager, Hartford Funds Valerie Mosley, CEO, Valmo Ventures, Founder, BrightUp Gayle M. Waldon, Institutional Consultant, Financial Advisor, Financial Planning Specialist, Graystone Consulting |
4:45 PM - 6:00 PM |
Welcome Reception |
DAY 2 - MARCH 13, 2024
8:00 AM - 9:00 AM |
Continental Breakfast & Networking |
8:00 AM - 11:00 AM |
Check In Area Open |
9:00 AM - 9:10 AM |
Welcome to Day 2 of the Women's Forum Speaker: Shawna Ferguson, Senior Managing Director & Partner), Global Diversity, Equity & Inclusion, Wellington Management |
9:05 AM - 10:25 AM |
Consultants' Roundtable Women enrich investment consulting with a unique lens, offering diverse viewpoints and emphasizing the long-term when providing advice. Women also traditionally focus on relationships which builds trust. Studies show a nuanced management style greatly contributes to a balanced and measured investment decision-making process. Our investment consultant roundtable discussion will explore how embracing these perspectives advances creativity, inclusivity, and responsible fiduciary practices, ultimately shaping a more robust and client-centered investment strategy for the future. Moderator: Nikki Tanner, CIMA, Associate Consultant, Crewcial Partners Panelists: Samantha Grant, Verus DeAnna I. Jones, Consultant, Co-Chair, Diverse Manager Committee, NEPC, LLC Alena J. Kuprevich, Managing Director & Founding Partner, Disciplina Group LLC Erin M. Lefkowitz, Senior Fixed Income Portfolio Manager, Mercer Carole L. O'Neale, CFA, Investment Consultant, Prime Buccholz, LLC |
10:25 AM - 10:40 AM |
Program Break |
10:40 AM - 11:55 AM |
Women At The Top Women in business have often led from behind, using their influence to affect behavior and ultimately drive success. We are joined by women leaders who not only use their influence, but have gained positional power -- at the top of their organizations. Learn more about how they demonstrate effective leadership using their full set of leadership tools and about what sets them apart. Moderator: Deanna Hobson, Executive Vice President, Marketing and Client Services, Pugh Capital Panelists: Tiffany Junkins, Executive Director, Municipal Employees' Annuity and Benefit Fund of Chicago Kellie Kane, Chief Operating Officer, NEPC, LLC Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund (IMRF) Kelly Young, Chief Executive Officer, Acadian Asset Management LLC |
11:55 AM - 12:10 PM |
Program Break |
12:10 PM - 1:10 PM |
Driving Value in Alternative Investing According to McKinsey, private markets assets under management totaled $13.1 trillion as of 2H 2023, and have grown nearly 20% per year since 2018. Opportunities across private markets continue to expand and become more competitive. From portfolio construction to manager selection to deal execution, this session will explore how women in alternatives have outperformed and continue to drive value in their respective roles. Moderator: Marcelia Freeman, NASP Women's Forum Co-Chair, Investor Relations, Clearlake Capital Group Panelists: Sasha McKenzie, Vice President Deal Lead, Wellington Access Ventures Jasmine Richards, Head of Diverse Manager Research, Cambridge Associates Amanda Outerbridge, Managing Director, Harbourvest |
1:10 PM - 1:25 PM |
Women's Forum Concludes Speakers: Marcelia Freeman, NASP Women's Forum Co-Chair, Investor Relations, Clearlake Capital Group Nadine Mentor Williams, NASP Women's Forum Co-Chair, Partner, MiDA Advisors Grab & Go Lunch |