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Women in Alternative Investments Career Forum 2019 WOMEN IN ALTERNATIVE INVESTMENTS CAREER FORUM The industry leading event to recruit and source the next generation of women in finance. NOVEMBER 8, 2019 NEW YORK CITY Welcome to the 2019 Women in Alternatives Career Forum hosted by the Women’s Association of Venture & Equity (WAVE). We are thrilled to again be hosting an event that brings together talented young women with industry veterans who are committed to increasing diversity within their fields. Numerous studies have shown there are clear business rationales to care about diversity, yet we as an industry have still fallen short. The commitment from the women and men in this room demonstrates that many within this industry have taken these shortcomings to heart and are committed to improving the status quo. We believe that improved diversity should not be solely the cause of the underrepresented groups but rather should be top of mind for all. The reality is that the leadership for many organizations may not look like the diverse employee populations that they seek to build but that doesn’t mean that they can’t be powerful advocates for creating more diverse, well-rounded teams. WAVE created this event with the hope that it can support diversity initiatives already in-place and help to broaden the funnel of women who enter the industry each year as well as provide the opportunity for young women to enhance their peer networks given that community and meaningful mentor relationships can play a critical role for a successful career. WAVE hopes that by providing a resource for candidates to learn about the breadth of career paths available as well as the core skill sets needed for each, more women will have interest and be successful within the alternatives industry. The 2019 Forum is the third iteration of this event and each year we’ve been overwhelmed by the growing enthusiasm and support from others in the industry who are eager to come together for this cause. We are appreciative to our sponsors and supporting organizations, without them this event truly would not be possible. It is inspiring to see so many in the industry keen to be a part of the solution. To the 2019 Career Forum Scholars, we are delighted to have you with us. We are so impressed with your experience and educational credentials. We received more than 600 applicants from 70+ different educational institutions in North America and Europe and it was a difficult task to decide which of you should be invited to attend. It’s encouraging to see so many young, talented women eager to grow within this industry and we hope this Career Forum will be a valuable resource for you as you embark or continue along this journey. We hope that many of you will decide to pursue paths within alternative investments as we are sure that our industry can benefit from your immense talent and fresh perspective for years to come. Sincerely, WAVE Career Forum Co-Chairs Anna Marie Curran Danielle Fraser Kirsty McGuire Chrissie Chen Pariso Shannon Zoller Moelis & Company WAVE Coordinator Stepstone Group Exelon Corporation Tephra Advisors 1 2019 Women in Alternatives Investments Career Forum THANK YOU TO OUR EVENT SPONSORS CO-LEAD SPONSORS PLATINUM SPONSORS HOST SPONSORS GOLD SPONSORS COFFEE/ NETWORKING LUNCH PRINT SMOOTHIE SPONSOR SPONSOR SPONSOR SPONSOR SILVER SPONSORS 2 THANK YOU TO OUR EVENT SPONSORS EXPO SPONSORS SUPPORTING ORGANIZATIONS ROBERT F. KENNEDY HUMAN RIGHTS SPECIALTY SUPPORTERS GRAPHICS HAIR PHOTOS FinancialFI InvestmentG Graphics FOUNDING SPONSOR SUPPORTING SCHOOLS 3 2019 Women in Alternatives Investments Career Forum AGENDA 7:00–8:00 AM Registration and Buffet Breakfast TRIANON BALLROOM Board Breakfast – Invite Only Moderator: Kelly Williams - CEO, The Williams Legacy Foundation 7:00–7:45 AM Panelists: MERCURY BALLROOM ▶ Julie Richardson - Director, UBS ▶ Judith McHale - Director, Viacom ▶ CoCo Brown - Founder, Athena Alliance 8:00–8:15 AM Welcome Remarks & Keynote Speaker TRIANON BALLROOM ▶ Nicole North - Partner, Executive Talent, Lightspeed Venture Partners Panel 1: Leading Ladies in Alternative Investments Moderator: Elizabeth Weindruch - Managing Director, Barings Panelists: 8:20–9:05 AM ▶ Elizabeth Jourdan - Deputy Chief Investment Officer, Mercy Health TRIANON BALLROOM ▶ Sarah Kim - Partner, Clayton, Dubilier & Rice ▶ Ginger Lew - Managing Director, Cube Hydro Partners ▶ Kathryn Regan - Partner, Landmark Partners 9:05–9:25 AM Networking Break Panel 2A: Learning from the Experts: Breaking into Alternative Investments Moderator: Laura Hill - VP, Alternative Investments, Advocate Aurora Health Panelists: 9:25–10:10 AM ▶ Caitlin Fitzmaurice - Managing Director, UVIMCO TRIANON BALLROOM ▶ Winnie Liu - Vice President, Lindsay Goldberg ▶ Stewart Long Davis - Senior Associate, Roark ▶ Alexa von Tobel - Managing Partner, Inspired Capital Panel 2B: Learning from the Experts: Introduction to Careers within Alternative Investments Moderator: Nicola Halsall Idehen - Chief Human Resources Officer, The Vistria Group Panelists: 9:25–10:10 AM ▶ Roanne Daniels - H&F Partner (Operating Group), Hellman & Friedman MERCURY BALLROOM ▶ Lana Lewin - Managing Director, Credit Suisse ▶ Angela McCoy - Vice President, PSP Capital Partners ▶ Francesca Whitehead - Associate, Global Impact Team, KKR 10:10–10:30 AM Networking Break Panel 3: Male Perspectives on Diversity Moderator: Chris Keller - Partner and Portfolio Manager, Archean Capital Partners Panelists: 10:30–11:15 AM ▶ Ryan Bailey - Managing Partner, Pacenote Capital TRIANON BALLROOM ▶ Darren Friedman - Partner, StepStone Group ▶ George Suttles - Director of Research, Commonfund Institute ▶ Gero Wittemann - Partner, Hg 11:15–11:20 AM Closing Remarks TRIANON BALLROOM 11:20 AM–12:20 PM Roundtable Discussions TRIANON BALLROOM 12:20–12:30 PM Transition to Career Expo 12:30–2:30 PM Lunch/ Career Expo AMERICAS HALL 4 Keynote Speaker 2019 Women in Alternatives Investments Career Forum Nicole North Partner, Executive Talent at Lightspeed Venture Partners While Nicole joined Lightspeed in early 2019 to help lead the firm’s executive talent function, she’s been working closely with the Lightspeed team and portfolio for many years — from helping build transformational teams at enterprise companies like AppDynamics and Aerohive to consumer companies such as Rothy’s and Haus Beauty, to name a few. Before Lightspeed, Nicole spent nearly a decade at executive search firm, SPMB, where she founded the firm’s dedicated consumer practice. It was an exciting opportunity given SPMB’s legacy of building the best enterprise organizations in the world, and a natural challenge for Nicole as she spent the first half of her career working for Korn Ferry International’s Consumer Digital practice. Lyft, Rent The Runway, Coinbase, Capital One, Instacart, Walker & Co., Yelp, Nerdwallet, and Oculus are just a few of the companies she’s successfully served throughout the years. Like many of her peers at Lightspeed, Nicole’s passionate about advancing diversity and inclusion in tech and infuses that into everything she does. “I’m thrilled about the opportunity Lightspeed provides to come into a company from a different angle, typically much earlier, and have an impact at the foundational stages enabling us to address more of the systemic issues impacting D&I in tech,” said Nicole. “As the tech landscape continues to evolve, it’s clear that we’re in an exciting era of venture capital requiring a new approach to how we holistically fund and support the long- term success of our portfolio companies which MUST include prioritizing diversity and inclusion — from ICs to the board.” Nicole was a Regent’s Award Scholarship recipient at Seattle University where she received her bachelor’s degree in International Business and studied abroad at the University of Maastricht in the Netherlands. Born in Brazil and a citizen of the United States, Brazil, and Portugal, Nicole has a deep appreciation and love for different cultures and spends most of her free time riding bikes or building train tracks and “LEGO everything” with her husband and two young children in Marin. 6 PANEL 1 8:20AM–9:05AM Leading Ladies in Alternative Investments Moderator: Elizabeth Weindruch Managing Director, Barings Elizabeth Weindruch is a member of Barings Alternative Investments, a global real estate, private equity and real assets platform. Elizabeth is a Managing Director and Investment Committee member of the Funds & Co-Investments team and is responsible for originating and underwriting funds and co-investments globally. Prior to joining the firm in 2015, she was with the Wells Fargo Investment Institute where she led the strategy, due diligence, implementation and support efforts for private equity and private real estate products across the alternative investments platform. She has also held various roles at Citi Private Bank, Brooke Private Equity Associates and Investor Group Services during her 15-year tenure in the industry. She serves as a Trustee for the Heifer Foundation, a global non-profit that supports the mission of Heifer Project International to end global poverty and hunger. Elizabeth holds a B.A. in Political Science from Davidson College. She is a Little Rock, AR native but is proud to call Charlotte, NC home. Elizabeth Jourdan Deputy Chief Investment Officer, Mercy Health Elizabeth Jourdan is the Deputy Chief Investment Officer for Mercy Health, a non- profit health system in the Midwest. She is responsible for portfolio management, due diligence, and sourcing of unique investment opportunities for Mercy’s $3B investment portfolio. Elizabeth also leads Mercy’s socially responsible investing initiative. Elizabeth previously served as an Assistant Vice President of Investments at Allied World, a publicly-traded P&C insurance company with a $9B investment portfolio. Prior to Allied World, she was an investment strategist at Prime Advisors, a core fixed-income asset manager. Elizabeth is Vice President & Co-Founder of the St. Louis Women in Investments Network (STLWIN). She is also a member of the Archdiocese of St. Louis’s investment committee, and a board member for the CFA Society St. Louis. Elizabeth received her BA from Babson College (Boston, MA) and is a CFA charterholder.
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