Agenda

AGENDA | Tuesday, June 20

12:45pm

Registration Opens

1:30pm – 1:35pm

Welcome and Opening Remarks

Suzanne Siracuse, VP/Publisher, InvestmentNews

Christina Barone, First Vice President, W. P. Carey

1:35pm – 2:20pm

When Women Thrive, Businesses Thrive

Mercer’s study of over 600 global organizations found that current female hiring, promotion and retention rates are insufficient to create gender equality over the next 100 years. The research shows that the current talent flows will move more women into top roles globally – but not in financial services. Gain actionable insights on the key drivers of gender diversity, the career, health and financial wellness programs that are having a positive impact as well as which ones have an adverse impact.

Speaker:

Cara Williams, Senior Partner Global Wealth Leader, Multinational Client Group, Mercer

2:25pm – 3:10pm

The Power of Women in Leadership – The Important Message Behind Fearless Girl

Studies show that companies with strong female leadership outperform others. Still, one out of every four of the 3,000 largest publicly traded companies in the United States do not have a woman on their board. Despite all the studies, it took a statue of a strong, confident and Fearless Girl on Wall Street to draw international attention to this issue. Join us for a behind-the-scenes discussion with Brie Williams from State Street Global Advisors on the creation of the powerful Fearless Girl symbol and the message she sends to companies around the world.

Moderator:

Suzanne Siracuse, VP/Publisher, InvestmentNews

Speaker:

Brie Williams, Head of Practice Management, State Street Global Advisors

3:15pm – 3:30pm

Networking Break

3:30pm – 4:15pm

Walking Wall Street in Heels

Learn the lessons learned from a female executive over her 40-year-career on Wall Street. Attendees will come away understanding that success may be getting what you want, but true happiness comes from wanting what you get.

Speaker:

Ella Neyland, President, Steadfast Apartment REIT

4:20pm – 5:15pm

The "Suite" Spot: Getting to the C-Suite and Lessons Learned Along the Way

Gain insights from our panel of C-Suite financial services firm executives who will candidly share the good, the bad and the ugly on their journey to leadership.

Moderator:

Trisha Miller, Executive Director, W. P. Carey Inc., Head of Distribution, Carey Financial, LLC and Co-President, Carey Financial, LLC

Panelists:

Lisa Dolly, CEO, Pershing

Nancy Fahmy, Managing Director, Bank of America Merrill Lynch Alternative Investments

Christine Nigro, Vice Chairman, AXA Advisors

Sherri Schugart, Senior Managing Director/CEO, Hines

5:15 pm – 5:20pm

Closing Remarks

5:30pm – 6:45pm

Networking Cocktail Reception

*Agenda subject to change.

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