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4th Annual Alpha Women: Shaping the Future of Finance

Tuesday, May 22 | 6:00 – 8:00 PM Followed by a Catered Networking Reception

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REGISTRATION & FEES

TO ATTEND

Members: $25 Nonmembers: $55

Register to Attend
Career Development Group

Overview

Women make up just 9-11 percent of senior employees in private equity and venture. Despite recent news spotlight on venture capital following several high-profile gender-related cases, the reality is that low representation of women in these industries has been a long been an issue. In its 4th year, this event features a moderated panel of PE and VC industry veterans discussing their own career paths and experiences, recognizing challenges from breaking into the industry to effectively navigating toward senior level positions.

*Preqin’s inaugural ‘Women in Alternative Assets Report’ (2017) using a database of over 200,000 industry professionals

Location

Societe Generale 245 Park Avenue New York, NY 10167

Hosted and Sponsored by Societe Generale

Agenda

Introduction

Amber Kizilbash, Head of Financial Institutions Group – Americas, Société Générale

Panelists

  • Anita Balaji, Managing Director, U.S. Buyouts, The Carlyle Group (PE)
  • Trish Costello, Founder and CEO, Portfolia
  • Cari Lodge, Managing Director and Head of Secondaries, Commonfund Captial (PE)

Moderator

Jane Abitanta, Founder and Principal, Perceval Associates

Closing Remarks

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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.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

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

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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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.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.