2020 Women’s Investing Summit
Dahnke Ballroom, Duncan Student Center
Premier Sponsors:
BlackRock
Goldman Sachs
Gold Sponsors:
Rob Bertino ’85, Bertino Investment Consulting Group, UBS Private Wealth Management
Wellington Management
Agenda from 2019 Inaugural Women’s Investing Summit:
7:40 – 8:40 am |
Registration & Breakfast |
8:45 – 8:50 am |
Introductory Remarks Erin Bellissimo, Managing Director, Notre Dame Institute for Global Investing |
8:50 – 8:55 am |
Welcome Martijn Cremers, Interim Dean and the Bernard J. Hank Professor |
8:55 – 9:00 am |
Keynote Introduction Catherine Lynch, Content Conference Committee, ND Class of 2019 |
9:00 – 10:00 am |
Keynote: Market Outlook: Katie Koch, Global Head of Client Portfolio Management and Business Strategy, Goldman Sachs Moderated By: Patty Brady, Investment Manager, ND Investment Office |
10:00 – 11:00 am |
Panel: Maximizing Returns – Investment Opportunities Today Sandra Coufal, Managing Director, Sibling Capital Nahva Liebermann, Investment Professional, Longview Asset Management Tara Kenney, Senior Vice President, Boston Common Asset Management Panelist & Moderator: Lauren Thompson, William Blair |
11:00 – 12:00 pm |
Panel: Asset Allocation – Portfolio Weightings for Today’s Market Lauren Bugay, Principal, Duchossois Capital Management Kimberly Flynn, Managing Director, XA Investments Nikki Kraus, Managing Director, Global Head of Client Development, Strategic Investment Group Panelist & Moderator: Jessica Mattes, Vice President, Goldman Sachs PWM |
12:00 – 12:40 pm |
LUNCH |
12:40 – 1:30 pm |
Luncheon Address: Investing in Yourself – Managing a Career for Personal Success Kate Sullivan, Emmy Award Winning Journalist & Host, To Dine For with Kate Sullivan |
1:30 – 2:15 pm |
Panel: Investment Industry Trends in a Global World Bobbi Anderson, Principal & GC, Elementum Advisors Janet Cowell, CEO, Girls Who Invest Molly McDonnell, CFO, Lone Pine Capital Moderated by: Patty Brady, Investment Manager, ND Investment Office |
Break |
|
2:30 – 3:15 pm |
Panel: Buy Side Insights: Navigating the Nuances of PE and Real Estate Anna Mire, Associate, The Carlyle Group Katie Misch, Vice President, Golden Gate Capital Lauren Sullivan, Vice President, IPI Partners Moderated by: Meg Horne, ND Class of 2019 |
3:15 – 4:00 pm |
Closing Keynote: Creating Your Own Bull Market – Investing, Leadership, and Lessons Learned Cathy Saunders, Global Head of Client Engagement, Putnam Investments |
4:00 pm |
Closing: Shane Corwin, Faculty Director of the Notre Dame Institute for Global Investing; Professor of Finance |
Originally published at ndigi.nd.edu.