Alternative Investments, Conference, Conference / Seminar, Diversity & Inclusion Forum, Virtual Events & Programming, Young Leaders

Women in Alternatives

Thursday, March 31 | 5:30 PM - 8:00 PM

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Overview

Join CFA Society New York for an evening of discussion and ideation to enhance entry and advancement opportunities for women in alternative investing.

The 2021 Preqin Impact Report on Women in Alternative Assets found that at the close of 2020, just over 20% of the alternative investment industry’s employees were female, with a slim 12% holding a senior-ranked position. As the industry continues to evolve and the COVID-19 pandemic winds down, new opportunities have emerged to support the advancement and development of female leaders. This conversation will centre on the importance of gender diversity in the alternatives industry and explore new ways to tackle gender equality challenges.

Raise the profiles of women in alternative investments today and help drive the conversation on how to boost representation in this part of the financial industry when you attend this event.

Agenda

5:00 PM | REGISTRATION CHECK-IN

(Walk-Ins will not be accepted.)


5:30 PM | OPENING REMARKS

Anne Anquillare, Head of US Fund Services, PEF Services, a CSC company


5:35 PM | KEYNOTE SPEAKER

Introduced by Maggie Wong, CFA, Senior Manager, Product Management, Silicon Valley Bank, Co-Chair of Diversity and Inclusion Forum, CFA Society of New York

Robyn Hatcher, Founder and Owner, SpeakETC., Managing Partner, Practice Management Consultants, LLC


6:05 PM | BREAK


6:10 PM | PANEL DISCUSSION

Introduced by Maggie Wong, CFA, Senior Manager, Product Management, Silicon Valley Bank, Co-Chair of Diversity and Inclusion Forum, CFA Society of New York

Moderator

Petya Nikolova, Head of Infrastructure Investments, NYCRS

Panelists

Mariah Gratz, CEO, Weyland Ventures

Sheryl Mejia, CFA, CPA CA, Managing Director, Steward Asset Management

Justin Pollack, Managing Director, PineBridge Investments

Nadya PrashadDirector, Investor Relations, Capital Fund Management


6:55 PM | CLOSING REMARKS

Maggie Wong, CFA, Senior Manager, Product Management, Silicon Valley Bank, Co-Chair of Diversity and Inclusion Forum, CFA Society of New York


7:00 PM | NETWORKING & CATERED RECEPTION

For our in-person attendees, a networking reception will be held, following the event’s closing remarks, and conclude at 8:00 PM. 

Additional Details

Learning Outcomes

  • Understand the importance of gender diversity in the alternatives industry
  • Discuss how asset owners/managers can support the advancement and development of female leaders
  • Learn from speakers’ experiences and perspectives on future opportunities and challenges within the industry
  • Identify new ways to address gender equality challenges within a variety of profession(s)