2020 Women's Investing Summit

Location: Dahnke Ballroom, Duncan Student Center

2020 Women’s Investing Summit

Dahnke Ballroom, Duncan Student Center


Premier Sponsors:


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


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


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



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.