Kimsey Bailey

Vice President of National Accounts, CNL Securities Corp.

Kimsey Bailey is a Vice President of CNL Securities, responsible for business development. Prior to joining CNL, Bailey served as Associate Regional Director of Institutional Sales for Dimensional Fund Advisors in Austin, where she was responsible for client service and business development in the western territory.

Kimsey's education includes B.A., Business Administration, University of Florida, and FINRA Series 7 and 66 licenses.


Christina Barone

First Vice President, W. P. Carey Inc.

Christina Barone is First Vice President of Due Diligence for W. P. Carey, a publicly traded REIT that provides long-term sale-leaseback and build-to-suit financing for companies worldwide. Prior to W. P. Carey, she was Senior Due Diligence Analyst at CNL Securities Corp. where her love for alternative investment due diligence began.

As a single mother, Mrs. Barone attended University of Phoenix classes online, specializing in Business Management. She serves on the IPA’s Due Diligence Committee and currently co-chairs the IPA’s Women’s Initiative Network, which is committed to mentoring and fostering an environment for women to excel in the financial industry.

Mrs. Barone’s volunteer and advocacy work includes being a member of Team SOAR™ for Speaking Out About Rape™ and the Speaker’s Bureau for RAINN (Rape, Abuse & Incest National Network). She previously served on the board for the Victim Service Center of Central Florida and as Peer Reviewer for grants submitted to the US DOJ – Office on Violence Against Women.


Lisa Dolly

Chief Executive Officer, Pershing, a BNY Mellon company

Lisa Dolly is the Chief Executive Officer for Pershing, a BNY Mellon company, providing leadership for the Pershing family of companies in 23 locations worldwide. Pershing provides global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms, and wealth managers, helping them to run their business efficiently and serve their clients effectively. Lisa is the chair of Pershing’s Executive Committee and a member BNY Mellon’s Senior Leadership Team. She is a passionate advocate for developing talent and bringing diversity and multiple voices to build the best teams.

Lisa has been with Pershing for over 25 years and brings rich experience to this role. She was most recently the chief operating officer of the firm, sharing leadership for all Pershing affiliates. As COO, she was responsible for ensuring that the firm has the operational controls, administrative and reporting procedures, and people and systems in place to effectively grow and maintain financial strength and operating efficiency.

Previously, Lisa was responsible for the firm’s managed investment business and Lockwood Advisors, Inc. and has held leadership positions in nearly every area of the firm, from Account Management and Client Service to Global Operations. She was also the firm’s chief administrative officer with leadership responsibility for Legal, Compliance, and People Services. She began her career in the Corporate Trainee program.

Lisa has served as chairperson of the Securities Industry and Financial Markets Association (SIFMA) Operations and Technology Steering Committee and has served on cross-industry committees with DTCC. In addition, she volunteers her time with the 30% Club mentoring aspiring professional women. In 2016, Lisa was named to the “Women to Watch” list by InvestmentNews and the “50 Most Influential Women in Private Wealth” list by Private Asset Management magazine.

Lisa earned a Bachelor of Arts degree in Economics from Rutgers University and completed the Securities Industry Institute® program, sponsored by SIFMA, at the Wharton School of the University of Pennsylvania.


Nancy Fahmy

Managing Director, Bank of America Merrill Lynch Alternative Investments

Nancy Fahmy is head of Alternative Investments for Global Wealth & Retirement Solutions at Bank of America Merrill Lynch. The Alternative Investments Group is responsible for providing advisors and clients with access to a range of platforms and investment solutions includinghedge funds, private equity, managed futures and precious metals.

Prior to her appointment as head of alternative investments, Nancy was responsible for private equity and real assets origination and distribution within Merrill Lynch Alternative Investments.

Before joining Merrill Lynch Alternative Investments, Nancy was responsible for the Third Party Derivatives and Structured Investments business in Global Markets & Investment Banking. Prior to joining Merrill Lynch in April, 2006, she was a Director at Deutsche Bank and BankersTrust where she held senior derivatives specialist positions in Private Wealth Management andthe Corporate and Investment Bank for over ten years.

Nancy serves on the LP Advisory Council for Sponsors for Educational Opportunity.

Nancy holds a B.S. in Business Administration and Finance with a minor in Economics fromthe University of Delaware.


Trisha Miller

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

Trisha Miller is an Executive Director of W. P. Carey, Inc., Head of Distribution and co-President of Carey Financial, LLC, W. P. Carey’s broker-dealer subsidiary. In this position, she oversees the Carey Financial sales team, national accounts, financial operations, and compliance departments. She also serves as the Security Principal of the firm. Ms. Miller began her career in the financial services industry in 1986. Prior to W. P. Carey in 2008, she was an institutional sales director and a sales manager with Rydex Investments where she gained an appreciation for alternative investments. Ms. Miller began her career as a broker at Dean Witter and has worked previously at Putnam Funds and Columbia Funds.

Ms. Miller earned her B.A. from Chatham College in Pittsburgh, Pennsylvania and her MBA in Finance and Marketing from the Katz Graduate School of Business at the University of Pittsburgh. She is a Certified Financial Planner® and holds several securities licenses, including the Series 7 and 24 licenses. Ms. Miller previously chaired the Education Committee for the Investment Program Association and the IPA’s Women’s Initiative Network, which is committed to mentoring and fostering an environment for women to excel in financial services. Ms. Miller has spoken to thousands on the topics of investing in alternative investments and on educating and empowering women regarding their financial security for which she was featured on Lifetime Channel’s The Balancing Act.

Ms. Miller has been involved in the Financial Planning Association® since 1997 and served on the board of the National Capital Chapter of the FPA® for four years. She was recently elected to serve on the Board of Trustees of the Foundation for Financial Planning which is dedicated to the delivery of pro bono financial planning to the underserved. In addition, Ms. Miller has served on the board of the Salvation Army in Alexandria, VA and the board of Grace Episcopal School in Alexandria, VA where she resides with her family.


Ella Neyland

President and Affiliated Director, Steadfast Apartment REIT

Ella Shaw Neyland serves as President and Affiliated Director of Steadfast Apartment REIT. Ms. Neyland also serves as President and an affiliated director of Steadfast Income REIT, positions she has held since October 2012. From October 2011 to September 2012, Ms. Neyland served as an independent director and Audit Committee Chair of Steadfast Income REIT.

Ms. Neyland has considerable experience in real estate investment, development and finance. Most recently, while with Montecito Medical Investment Company, she advised the company in the acquisition of 43 medical properties with over two million square feet in 13 states, as well as the acquisition of 8,300 apartments in 29 communities.

From 2001 to 2004, Ms. Neyland served as Executive VP, Treasurer and Investor Relations Officer of United Dominion Realty Trust (“UDR”), where she was responsible for capital market transactions, banking relationships, and presentations to investors and Wall Street analysts. Ms. Neyland also was a voting member of UDR’s Investment Committee, which oversaw the repositioning of over $3 billion of investments.

Prior to 2001, Ms. Neyland served as the CFO at Sunrise Housing, a privately-owned multifamily development company, and as the Senior VP of Finance and the VP of Troubled Debt Restructures/Finance for the Lincoln Property Company, a multifamily development and property management firm.

In addition to her extensive real estate background, Ms. Neyland has held executive positions in the banking industry, including CIBC, BancOne and Frost Bank.

Ms. Neyland is currently a Board member for the Investment Program Association (IPA) and she is a member of the Urban Land Institute (ULI).

Ms. Neyland received a Bachelor of Science in Finance from Trinity University in San Antonio, Texas.


Christine Nigro

Managing Director, AXA Equitable Life Insurance Company

Christine Nigro is a Managing Director for AXA Equitable Life Insurance Company (NY, NY) and Vice Chairman of AXA Advisors, LLC, the broker/dealer for the retail distribution channel for the company. Ms. Nigro is responsible for managing all aspects of the distribution platforms (Broker-Dealer and Crump), digital strategy and adoption, practice management and field support for 5,200 AXA Advisors financial professionals nationwide.

Ms. Nigro has more than 20 years of experience in the financial services industry, and joined AXA Advisors in February 2006 as chief operating officer (COO) of the broker/dealer. As COO, she played a major role in enhancing the operational efficiency of the broker/dealer and in providing strategic guidance to expand its service, technology and investment product offerings to support the wide range of needs of AXA Advisors financial professionals and clients.

Ms. Nigro has held numerous management roles for domestic and global organizations. Prior to joining AXA Advisors, she was vice president and director of Personal Financial Services, Investment Operations and Customer Service for JP Morgan Chase, where she was responsible for supporting telephone customer sales, service, and product administration. Previously, Ms. Nigro was vice president of the International Private Client Group for Merrill Lynch, where she was responsible for creating new products and developing local markets in the United Kingdom and Australia. Earlier, she spent eight years with Fidelity Investments: four in the United Kingdom where she was responsible for the execution, clearing and custody for the organization’s assets for more than 40,000 clients.

Ms. Nigro earned a Bachelor of Arts degree from Ithaca College. She holds the FINRA Series 7, Series 24, 51 and U63 registrations.


Sherri Schugart

Senior Managing Director/CEO, Hines

Ms. Schugart is a Senior Managing Director/CEO at Hines and is the President and Chief Executive Officer of Hines Real Estate Investment Trust, Inc., a public, non-listed REIT which invested primarily in U.S. office; Hines Global REIT, Inc. and Hines Global REIT II, public non-listed REITs which invest in real estate in the U.S. and internationally, Hines U.S. Core Office Fund L.P. (Core Fund), a private institutional fund which invested in “core” quality U.S. office properties; and HMS Income Fund, Inc., a public non-listed Business Development Company which invests in debt and equity securities of middle and lower middle market companies. Collectively, these five investment funds acquired and operated approximately $10 Billion of real estate and debt investments globally. In these roles, she has leadership and management responsibilities over a team of professionals directly responsible for business strategy, product development, capital raising, portfolio management, acquisitions, asset management, investor relations, finance, legal and accounting. She previously served as Chief Operating Officer and prior to that as the Chief Financial Officer of several of these entities. She has been a director of Hines Securities, Inc., Hines’ Registered Broker Dealer, since its inception in 2003 and she participates heavily in the raising of retail capital for Hines’ non-listed REITs and Business Development Company.

Since joining Hines in 1995, Ms. Schugart has served in various capacities in Hines’ Investment Management and Capital Markets Groups during her 21-year tenure. She has participated in raising and managing over $15 billion of equity and debt capital for several of Hines’ public and private investment funds with strategies in the United States and internationally. Prior to joining Hines, Ms. Schugart spent eight years with Arthur Andersen where she managed both public and private clients in the real estate, construction, finance and banking industries.

Ms. Schugart's education includes a Bachelor of Business Administration from Southwest Texas State University,1987


Suzanne Siracuse

VP/Publisher, InvestmentNews

Suzanne Siracuse is a Vice President at Crain Communications and Publisher of InvestmentNews and Investmentnews.com where she oversees the business, editorial strategies, and operations for each brand. With a collaborative and entrepreneurial spirit, Siracuse has helped to make InvestmentNews the leading news source for financial advisers. Her leadership responsibilities include the newspaper, website, e-newsletters, webcasts, research, data, and conferences. Siracuse is also the publisher of Crain’s Wealth. In addition to these responsibilities, Siracuse helped to establish the Invest in Others Community Leadership Awards, which recognize financial advisers for giving back to their communities. She also serves on the board for the Invest in Others Charitable Foundation, is the current Retail Communications Award Chairperson of the RIIA, and is an active volunteer at the Animal Rescue Fund in East Hampton, NY.


Brie Williams

Head of Practice Management, State Street Global Advisors

Brie is a Vice President of State Street Global Advisors and the Head of Practice Management. She is responsible for developing SSGA's comprehensive practice management platform, which provides a forum for financial advisors to exchange ideas and access SSGA’s industry-leading intellectual capital.

Prior to joining SSGA, Brie was a Senior Vice President at Putnam Investments responsible for marketing communications excellence in support of Putnam's global brand and retail mutual fund product line. She was a member of the senior global marketing team and served as a strategic partner across all global distribution divisions, including investment product and portfolio management teams, and channel sales professionals.

Brie's professional background includes a career in advertising that began in 1994, where she managed accounts in the retail, packaged goods, and health-care industries for valued brands, including Frito-Lay, McDonald's, Time Inc., Target, and Dana-Farber Cancer Institute. In 2006, her work on Vonage earned her a Bronze Effie for advertising effectiveness.

Brie received her MA in Integrated Marketing Communications from Emerson College, and has a BA in Journalism with a minor in International Political Science from Southern Methodist University. Brie holds the FINRA Series 7 and 63 licenses.


Cara Williams

Senior Partner and Global Wealth Leader, Multinational Client Group (MCG), Mercer

Cara Williams is a Senior Partner and Global Wealth Leader, Multinational Client Group (MCG). Located in London, Cara works with Mercer’s multinational clients to deliver them with the best of Mercer’s Wealth solutions and thinking to assure positive financial outcomes for the firms and their employees. Cara presents regularly on global investment trends in wealth management as well as on Mercer’s When Women Thrive platform for Financial Services.

Cara has over 20 years of experience in the pensions and investment industry, and began at Mercer's investment consulting business as Global COO in April 2005. Before joining Mercer in the UK, Cara worked in New York with Merrill Lynch Investment Management, and also for the French bank, CDC, in its Investment Management group where she was responsible for European sales. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is also an active mentor for external programs supporting and promoting women in their careers.

Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance.


Sponsored by

You're invited to join InvestmentNews and the Investment Program Association (IPA) at the 5th annual Women’s Forum: Focus on Leadership.

Register now for only $149!

For More Information...

Join the Conversation

Follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the Forum.

Check out the latest #GadgetGirl episode with @redtaildavid from @RedtailCRM https://t.co/3sGLfxycIj Stackheads wer… https://t.co/sdXnh11mEoTuesday, Nov 21, 2017 1:31PM @eventsFromIN What have advisers learned at #SchwabIMPACT? Chad from @PacificCap talks about his experience. @orionadvisor https://t.co/H3h7PhqwLmThursday, Nov 16, 2017 4:56PM @eventsFromIN How did Shirl Penney get started in the financial services industry? @DynastyFP @orionadvisor #SchwabIMPACT https://t.co/DoBwY8EIg1Thursday, Nov 16, 2017 4:49PM @eventsFromIN