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Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management, Part III: The Solutions

Thursday, April 22 | 5:30 PM - 6:30 PM

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Overview

A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance.

How can women increase their assets under management? Ellen Carr, co-author of Undiversified: The Big Gender Short in Investment Management and principal at a majority-women-owned investment-management firm, will moderate a panel of allocators and firm founders to discuss how allocators are identifying female-led firms for clients seeking to engage emerging managers (EM). Wincrest Founder Barbara Ann Bernard will offer solutions to overcoming structural barriers to EM firms.

Agenda

5:30 PM | WELCOME REMARKS


5:35 PM | FIRESIDE CHAT

Moderator

Ellen Carr, Author, Undiversified: The Big Gender Short in Investment Managemen

Panelists

Barbara Ann Bernard, Founder, Chief Investment Officer, Wincrest Capital Ltd

Marilyn Freeman, Chief Strategy Officer, Attucks Asset Management LLC

Wendy Garcia, Chief Diversity Officer, New York City Comptroller 

Jasmine Richards, Head of Diverse Manager Research, Cambridge Associates


6:15 PM | AUDIENCE Q&A


6:30 PM | CLOSING REMARKS

Co- Sponsored By

Museum of American Finance